Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.27)
  • $42.27 P/E (TTM): 1021.95X Cap: $19.38B
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• Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95)
  • $66.95 P/E (TTM): 30.71X Cap: $858M
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• Algoma Central Corporation (ALC $17.40)
  • $17.40 P/E (TTM): 6.72X Cap: $710M
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• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: For an infrastructure play, which would you prefer or do you have other suggestions? I was considering Brookfield Infrastructure as a one-stop shop but I have reservations about the Brazil exposure. Thanks.

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Read Answer Asked by Michael on October 24, 2018

• Distinct Infrastructure Group Inc. (DUG $0.06)
  • $0.06 Cap: $2M
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Q: I know DUG has had its negative issues but the death spiral down shows no end in sight. For all their problems they seem to have solid revenue and I didn't see bankruptcy on the radar but the price action seems to suggest some are worried. If I wait this out and the next few quarters shows a pulse I would think there is tremendous upside from here. Or would you suggest I cut my losses and sell under the "hope is not a strategy" principle.

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Read Answer Asked by Morgan on October 24, 2018

• iShares Russell 2000 Growth ETF (IWO $310.83)
  • $310.83 P/E (TTM): 45.65X Cap: $12.44B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.89)
  • $99.89 Cap: $2.13B
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• CI Morningstar Canada Momentum Index ETF (WXM $39.13)
  • $39.13 P/E (TTM): 25.94X Cap: $700M
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Q: Hi Team, I have 20% of my rsp in cash. Im considering going with growth oriented ETFs. Can you suggest 3 ETFs, and I would go with 7% for each? Is 7% too high when adding an ETF to my portfolio?
Thanks

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Read Answer Asked by Dan on October 24, 2018

• Brookfield Renewable Partners L.P. (BEP.UN $34.42)
  • $34.42 Cap: $22.67B
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Q: Are stocks that have .un in their symbol (bep.un kwh.un) eligible for div tax credit thanks harris

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Read Answer Asked by Harris on October 24, 2018

• Allergan plc (AGN $193.02)
  • $193.02 Cap: $63.65B
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Q: How do you regard Goodwill and Intangibles in a balance sheet? In AGN's case over the last five years these two have grown enormously from 90% to 98% of Non-current Assets and from 72% to 88% of Total Assets. Would this worry you? Crimp credit in bad times?

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Read Answer Asked by Fraser on October 24, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: What do you think about CPG at these levels? There has to be some upside to it. Thanks

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Read Answer Asked by Colette on October 24, 2018

• Canopy Growth Corporation (WEED $2.02)
  • $2.02 Cap: $508M
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Q: Hi Guys,
What is your take on the EPS next month and also holding the company for 1-3 years.
Thanks
Anthony

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Read Answer Asked by Anthony on October 24, 2018

Q: On Dennis question is it worth the effort and time to file the Amaya claims? To add on Northern Telecom after about three years of time and effort, I received nothing and I mean nothjng and this was on about $7,000.00 dollars claim. So my question is same as Dennis is it worth the same time and effort?

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Read Answer Asked by Herbert on October 24, 2018

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
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Q: Can you please comment on the partnership announced today between PAT and CSCO. Thanks

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Read Answer Asked by Bruce on October 24, 2018

• Ford Motor Company (F $11.74)
  • $11.74 P/E (TTM): 14.9X Cap: $46.48B
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Q: I think Ford reports today. At what point do you think it is a value buy? I've held it for about 1.5 yrs now and have never seen it this low. With a yield now over 7%, it seems attractive to me for a 3-5 year hold.

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Read Answer Asked by John on October 24, 2018

• Pattern Energy Group Inc. (PEGI $26.74)
  • $26.74 Cap: $2.62B
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Q: Is the dividend for Pattern Energy Group reasonably safe? What is the payout ratio? Always appreciate your analysis and insight.

Howard

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Read Answer Asked by Howard on October 24, 2018

• ATS Corporation (ATS $38.25)
  • $38.25 Cap: $3.69B
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• Badger Infrastructure Solutions Ltd. (BDGI $57.74)
  • $57.74 P/E (TTM): 24.7X Cap: $1.90B
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Q: Good morning: I have owned BAD (in a Riff) for many years and have gained about 50,000. on it.. But since the short attack nothing is happening.. Question: What would you replace it with. I'm thinking about ATA. Please advise and also give me other suggestions. Thanks. Ernie

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Read Answer Asked by Ernie on October 24, 2018

• S&P/TSX Composite Index (TSX $29,050.63)
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Q: Is there an end to this stock slaugther?

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Read Answer Asked by Frank on October 24, 2018

• Magna International Inc. (MG $63.55)
  • $63.55 P/E (TTM): 10.59X Cap: $17.67B
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Q: Further to my recent question on Magna - Do you or do you not consider Magna a buy at the current price and why? Thanks Jim

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Read Answer Asked by jim on October 24, 2018

• Bank of Nova Scotia (The) (BNS $87.86)
  • $87.86 P/E (TTM): 16.68X Cap: $109.07B
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Q: Bns has not done well by me, would you recommend adding to my td stock or buying another bank. What is your opinion of bns for the foreseeable future? Thank you.

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Read Answer Asked by Maureen on October 24, 2018

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.37)
  • $20.37 P/E (TTM): 9.56X Cap: $1.70B
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Q: Would you buy TCL.A today or does this stock fall into the "catch a falling knife" category?

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Read Answer Asked by Penny on October 24, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: What do you think is holding back shares of Alcanna. Pays good dividend, all over the news on how they are in the green following 1st week of marijuana legalization.

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Read Answer Asked by Anthony on October 24, 2018

• Organigram Global Inc. (OGI $2.28)
  • $2.28 Cap: $294M
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Q: I get that the Marijuana stocks are coming back to earth, and that the whole industry is very much overvalued, but if I look at OGI and see that it is primed to earn 30 cents in 2020, on a fundamental basis it may be a tad expensive but we are not talking dot com or Bitcoin valuations are we? What am I missing?

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Read Answer Asked by David on October 24, 2018

Q: In light of the current market correction as well as tax loss selling, what stocks would you recommend to a bargain hunter for long term growth. Thanks.

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Read Answer Asked by Russell S. on October 24, 2018

• Indigo Books & Music Inc. (IDG $2.49)
  • $2.49 Cap: $68M
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Q: Just a follow up comment on the earlier question about Indigo. It sold Kobo to Rakuten in 2012 for a net gain of about $145 million. With its current cash on hand of $155, it may be treading water in terms of its ongoing business operations.

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Read Answer Asked by David on October 24, 2018