Investment Q&A

• Methanex Corporation (MX $50.42)
  • $50.42 P/E (TTM): 10.75X Cap: $3.39B
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• Stella-Jones Inc. (SJ $81.27)
  • $81.27 P/E (TTM): 13.71X Cap: $4.48B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 34.16X Cap: $115.70B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan

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Read Answer Asked by Daniel on May 07, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $83.51)
  • $83.51 P/E (TTM): 9.57X Cap: $1.25B
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Q: What is your opinion on CJT, it has setback I assume because of the price of oil, are there other reasons that are of concern, would you recommend here?

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Read Answer Asked by LEN on May 07, 2018

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 153.07X Cap: $5.14B
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Q: In a response to Bob today you stated: "We might consider KXS, BOX and NVDA in the group as well, with the former two much riskier than the others." Given that you have made positive comments on KXS lately, even recommended it on 1 May along with CSU and SIS as a choice for a longer term buy, I am wondering why you suggest today that it is a "risky" stock.

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Read Answer Asked by Dennis on May 07, 2018

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
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Q: What is the difference between RDS.A and RDS.B? Your thoughts on the company would also be appreciated. Thanks.

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Read Answer Asked by Marco on May 07, 2018

• Gildan Activewear Inc. (GIL $83.19)
  • $83.19 P/E (TTM): 19.15X Cap: $12.42B
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Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?

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Read Answer Asked by Robert on May 07, 2018

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
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Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim

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Read Answer Asked by James on May 07, 2018

• Meta Platforms Inc. (META $715.70)
  • $715.70 P/E (TTM): 25.59X Cap: $1.77T
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Q: Facebook seems to have recovered from the scandal - what do you see for potential growth in the next year or two?? thanks, Jim.

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Read Answer Asked by jim on May 07, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Strathcona Resources Ltd. (SCR $35.39)
  • $35.39 P/E (TTM): 10.63X Cap: $7.58B
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• BLVD Centres Corporation (BLVD)
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• Inspira Financial Inc. (LND)
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Q: Do you see anything positive about the future prospects of these 4 stocks? CXV;LND;PHM;SCR

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Read Answer Asked by Dennis on May 07, 2018

• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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Q: The earnings yield on IIP.UN appears to be around 22.4%. Annual EPS in 2017 was very high compared to 2013-16 EPS figures (as per Morningstar). TD doesn't show any earnings consenus estimates for 2018-20. Was 2017 a one time event? Please clarify?

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Read Answer Asked by LARRY on May 07, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: Regarding BXE, how does the news of their conversion of debt to common stock affect the future of the company? I know your past comments referred to the company as small and heavily in debt. Would it fit in the speculative portion of a portfolio? Do you think it will survive?
Thank You.

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Read Answer Asked by Frank on May 07, 2018

• Richards Packaging Income Fund (RPI.UN $32.25)
  • $32.25 P/E (TTM): 16.21X Cap: $353M
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Q: Could you please comment on company's earnings release of May 4th, 2018. Thanks

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Read Answer Asked by rajeev on May 07, 2018

• Covalon Technologies Ltd. (COV $2.01)
  • $2.01 P/E (TTM): 25.12X Cap: $55M
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Q: Hi 5i gang. Would you expect COV to keep rising (at 59% as I type)? Is it still a buy? To be honest, I just bought it not wanting to lose immediate upside.
Thanks for your insight

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Read Answer Asked by El-ann on May 07, 2018

• Geodrill Limited Ordinary Shares (GEO $3.48)
  • $3.48 P/E (TTM): 9.05X Cap: $164M
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Q: GEO released earnings this morning. Seems good to me but would appreciate your assessment and what might lie ahead for the stock.

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Read Answer Asked on May 07, 2018

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.47X Cap: $145.62B
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• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.45X Cap: $36.46B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 46.05X Cap: $4.27B
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• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 27.71X Cap: $1.52B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.51X Cap: $2.54B
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Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

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Read Answer Asked by Sherrill on May 07, 2018

• PyroGenesis Inc. (PYR $0.27)
  • $0.27 Cap: $49M
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Q: I got bedazzled by the technology of this company and it's down 25% since I purchased it. Did I blow it yet again or is there any hope for this one?

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Read Answer Asked by DAVE on May 07, 2018

Q: From Jan 01/2014 to today, what is the largest / most significant dividend cut (or dividend "reset") of a large cap company that you have seen in the Canadian and US markets that you are aware of.

Thanks,
Mike

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Read Answer Asked by Mike on May 07, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Is this stock a buy, sell or hold. how much stock do insiders hold?

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Read Answer Asked by garry on May 07, 2018

• Gildan Activewear Inc. (GIL $83.19)
  • $83.19 P/E (TTM): 19.15X Cap: $12.42B
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Q: Can you comment on GIL most recent quarterly earnings report? Did you find it strange that the stock was up significantly one day this week and then down significantly the next?

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Read Answer Asked by Robert on May 07, 2018

• BMO S&P 500 Index ETF (ZSP $100.46)
  • $100.46 P/E (TTM): 27.54X Cap: $19.82B
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Q: How will ZSP perform with a rising USD?

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Read Answer Asked by Nino on May 07, 2018

• Box Inc. Class A (BOX $32.75)
  • $32.75 P/E (TTM): 26.56X Cap: $4.77B
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• Radware Ltd. (RDWR $25.93)
  • $25.93 Cap: $1.14B
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• Rosetta Stone Inc. (RST $29.99)
  • $29.99 Cap: $737M
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Q: How would you rate these stocks?
Thank you!

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Read Answer Asked by Sigrid on May 07, 2018