Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.80)
  • $83.80 P/E (TTM): 18.76X Cap: $14.91B
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• Surge Energy Inc. (SGY $7.47)
  • $7.47 P/E (TTM): 20.44X Cap: $746M
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Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?

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Read Answer Asked on November 07, 2018

• Canadian Crude Oil Index ETF (CCX $4.27)
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• BetaPro Crude Oil Leveraged Daily Bull ETF (HOU $9.42)
  • $9.42 Cap: $106M
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Q: Is there a leverage play on Oil on the upside. What about HOU or CCX . Any others Oil is down a lot. What would be a good play Canada & USA ? RAK

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Read Answer Asked by bob on November 07, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.47)
  • $45.47 P/E (TTM): 7.5X Cap: $3.17B
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Q: best etf for emerging market?.Best us stocks to buy after pull down/?

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Read Answer Asked by Nizar on November 07, 2018

Q: I have tracked my portfolio for years on Globe Fund for free , now they are holding people hostage to pay up or lose the data you have entered over the years. They are acting like a cable company paying for services that you don't use. Far as I know there is no way of transferring that data elsewhere.

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Read Answer Asked by fwb181 on November 07, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: What is your take on PLI. Are the fundamentals basically OK and is it worth holding onto in the hopes of a recovery in the next year??

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Read Answer Asked by Bob on November 07, 2018

• Enbridge Inc. (ENB $67.26)
  • $67.26 P/E (TTM): 25.73X Cap: $145.33B
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• Pembina Pipeline Corporation (PPL $54.75)
  • $54.75 P/E (TTM): 18.85X Cap: $31.46B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
  • $0.04 Cap: $7M
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• Nutrien Ltd. (NTR $83.75)
  • $83.75 P/E (TTM): 48.07X Cap: $40.49B
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Q: Hi,
Thanks always for your advice, it's been very helpful.
Part of my investing strategy is to hold company shares (where possible) in AST or Computershare so I can use the dripping programs for the tax break. I am down drastically with CJR.B - should I sell and move on? Also, I hold ENB, NTR and PPL all of which have suspended their drip programs. Are they worth holding, so I can do something with the cash dividends or should I move on from them. All of my moving on would be to purchase other companies that drip.
thanks
michele

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Read Answer Asked by Michele on November 07, 2018

• Ravelin Properties REIT (SOT.UN $0.35)
  • $0.35 Cap: $30M
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Q: The recent Quarter for Slate is out and the unit price is strong. Can you comment on the Quarter and Slate in general? Thank you.

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Read Answer Asked by James on November 07, 2018

• Southern Company (The) (SO $87.33)
  • $87.33 P/E (TTM): 22.15X Cap: $98.04B
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Q: Please provide your opinion of Southern Co. as a position for my utility sector weighting in USD. Is the debt reasonable for a utility stock. Best, Don

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Read Answer Asked by DONALD on November 07, 2018

• Vermilion Energy Inc. (VET $12.64)
  • $12.64 Cap: $1.93B
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Q: Hi, have been watching vet awhile, and have seen a few times you recommended it. I’m thinking of buying some as it is way down. My thinking it’s overdone? Only question is should I buy now or wait till new year after tax loss selling?
Thanks

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Read Answer Asked by Brad on November 07, 2018

• Premium Brands Holdings Corporation (PBH $98.94)
  • $98.94 P/E (TTM): 66.01X Cap: $4.42B
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• Savaria Corporation (SIS $21.67)
  • $21.67 P/E (TTM): 24.62X Cap: $1.52B
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Q: Which company would you recommend for grandson's RESP they are 7 & 3 years old. they currently have BCE/BNS & Algonquin Power & TD

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Read Answer Asked by Leah on November 07, 2018

• Vermilion Energy Inc. (VET $12.64)
  • $12.64 Cap: $1.93B
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Q: Is Vermilion's dividend sustainable short and long term? Any concerns with the company's financial strength? It has been suggested its stock performance may be similar to Crescent Point going forward. Your analysis please. Thanks

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Read Answer Asked by Ian on November 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $178.88)
  • $178.88 P/E (TTM): 102.46X Cap: $4.87B
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• Savaria Corporation (SIS $21.67)
  • $21.67 P/E (TTM): 24.62X Cap: $1.52B
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Q: Thanks a million for GC are there any other with similar potential/.

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Read Answer Asked by Nizar on November 07, 2018

• Evertz Technologies Limited (ET $13.55)
  • $13.55 P/E (TTM): 16.81X Cap: $1.01B
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Q: Evertz acquired a private company but the news release was without details. Can you add anything here; price, size, number of employees? What about the acquired technology? Is this what the stock needs to move?

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Read Answer Asked by Harry on November 07, 2018

• McDonald's Corporation (MCD $308.54)
  • $308.54 P/E (TTM): 25.66X Cap: $219.13B
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Q: Yesterday on Market Call Tonight Ross Healy basically panned McDonalds, as far too expensive, saying not only would he not recommend it as an investment, but he wouldn't even recommend it for gamblers, that it could damage your portfolio. I'm a little confused. McDonald's strikes me as a low beta stock which is reasonably conservative and doing well. It doesn't appear to me to be hugely overpriced or a risky investment. What is your take?

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Read Answer Asked by John on November 07, 2018

• Toromont Industries Ltd. (TIH $163.47)
  • $163.47 P/E (TTM): 26.57X Cap: $13.13B
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Q: I have a question about 1021

Would you kindly comment on the earnings for Toromont on Monday? Any reason Toromont is not in your portfolios? It seems that in this case and others like even Apple the markets are punishing stocks for missing on any front even though the earnings per share is a beat. Would you also comment on this in relation to current market sentiment? Thanks for your great service, Bryan

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Read Answer Asked by Bryan on November 07, 2018

• Toromont Industries Ltd. (TIH $163.47)
  • $163.47 P/E (TTM): 26.57X Cap: $13.13B
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• Premium Brands Holdings Corporation (PBH $98.94)
  • $98.94 P/E (TTM): 66.01X Cap: $4.42B
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Q: Can you please comment on the Earnings for $PBH and $TIH.

Thanks Valter

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Read Answer Asked by Valter on November 07, 2018

• Enghouse Systems Limited (ENGH $20.15)
  • $20.15 P/E (TTM): 14.78X Cap: $1.11B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• MTY Food Group Inc. (MTY $37.69)
  • $37.69 P/E (TTM): 26.35X Cap: $859M
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Q: For the most part off the top of your head, can you provide a list of highly regarded Canadian companies with oversized eps growth expected from 2018 to 2019.

A few to get us started, in my opinion, include...
WSP - 2018 eps = $3.11; 2019 eps = $3.79; 22% eps growth
PBH - 2018 eps = $4.08; 2019 eps = $5.34; 31% eps growth
PKI - 2018 eps = $1.56; 2019 eps = $2.69; 72% eps growth
KXS - 2018 eps = $0.99; 2019 eps = $1.34; 34% eps growth

Thanks.

John

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Read Answer Asked by john on November 07, 2018

• Acadian Timber Corp. (ADN $15.50)
  • $15.50 P/E (TTM): 18.47X Cap: $279M
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Q: Your top few favourite Canadian companies paying 5%+ yield with a chance of capital gains as well please? No oil/gas or pipelines please.

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Read Answer Asked by Cameron on November 07, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: The market seemingly loved the results at the open, but then ended the day down 6.5% on what appears to be significant volume. It looked like the contract extension addressed the important parts of the short report, but apparently not, given its performance today.

Is it time to move on, or continue to hold?

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Read Answer Asked by Warren on November 07, 2018

• NFI Group Inc. (NFI $13.64)
  • $13.64 Cap: $1.63B
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Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

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Read Answer Asked by Victor on November 07, 2018