Investment Q&A

• Palo Alto Networks Inc. (PANW $186.21)
  • $186.21 P/E (TTM): 100.67X Cap: $121.06B
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• Check Point Software Technologies Ltd. (CHKP $189.00)
  • $189.00 Cap: $20.37B
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• Rapid7 Inc. (RPD $20.38)
  • $20.38 P/E (TTM): 51.1X Cap: $1.36B
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Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?

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Read Answer Asked by Yiwen on June 04, 2019

• S&P/TSX Composite Index (TSX $27,823.88)
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• S&P 500 (SPX)
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Q: Hi Peter and Ryan,
The US market has not done well in May and may get worse due to the trade war with China. The volatility of the market increased significantly. People also talk about a possible recession. I am a long term investor. I have some cash available now. I am a bit hesitant to invest in either US or Canadian market, as the two stock markets are somehow connected. Do you think I should wait a bit or invest in some attractive stocks after the recent market drop? What are they if you recommend the latter?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on June 04, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Whitecap Resources Inc. (WCP $9.85)
  • $9.85 P/E (TTM): 6.85X Cap: $12.09B
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• Kelt Exploration Ltd. (KEL $6.58)
  • $6.58 P/E (TTM): 18.61X Cap: $1.33B
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Q: Looking at starting positions back into Canadian oil. Could you give me your thoughts on these three and your preference with reasoning. Thx

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Read Answer Asked by Todd on June 04, 2019

• 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 $194.55)
  • $194.55 P/E (TTM): 167.66X Cap: $5.61B
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• Alimentation Couche-Tard Inc. (ATD $70.35)
  • $70.35 P/E (TTM): 18.87X Cap: $66.67B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.24)
  • $191.24 P/E (TTM): 80.63X Cap: $250.85B
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• Savaria Corporation (SIS $20.81)
  • $20.81 P/E (TTM): 27.32X Cap: $1.49B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.10)
  • $16.10 Cap: $2.30B
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Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard

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Read Answer Asked by richard on June 04, 2019

• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
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Q: I have some US cash I was considering investing in BPY on the NASDAC. Is it a limited partnership in U S too and if so what type of account tax wise would it be best to hold it in? Thank you, Bill

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Read Answer Asked by Bill on June 03, 2019

• Amazon.com Inc. (AMZN $224.25)
  • $224.25 P/E (TTM): 35.29X Cap: $2.43T
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Q: Do you have any recommendations for companies in the Artificial Intelligence sector?

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Read Answer Asked by Josephine on June 03, 2019

Q: Hi, Continuing with portfolio alterations, currently need Basic Materials, communications and utilities. As well, US and International. Any namesyou could recomend to fill these criteria? Thanks

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Read Answer Asked by Lavern on June 03, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.01)
  • $28.01 Cap: $8.15B
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Q: Which is better in terms of cost, diversification, performance, risk: MD Bond Fund or XBB.TO?

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Read Answer Asked by Alfred on June 03, 2019

• Whitecap Resources Inc. (WCP $9.85)
  • $9.85 P/E (TTM): 6.85X Cap: $12.09B
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Q: When was WCP sold from the Balanced Equity Portfolio?

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Read Answer Asked by Fred on June 03, 2019

Q: Could you give me a list of sectors that would be stable during a recession. Could you please give three Canadian and three American stocks and each sector. Thanks.

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Read Answer Asked by Paul on June 03, 2019

• kneat.com inc. (KSI $5.47)
  • $5.47 Cap: $522M
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Q: What did you think of the latest quarterly results? Did the quarter alleviate any of your concerns?

Peter

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Read Answer Asked by Peter on June 03, 2019

• Suncor Energy Inc. (SU $53.60)
  • $53.60 P/E (TTM): 11.43X Cap: $64.55B
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• Sun Life Financial Inc. (SLF $81.32)
  • $81.32 P/E (TTM): 14.74X Cap: $45.99B
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• Gildan Activewear Inc. (GIL $76.44)
  • $76.44 P/E (TTM): 18.04X Cap: $11.71B
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• WSP Global Inc. (WSP $280.21)
  • $280.21 P/E (TTM): 45.45X Cap: $36.88B
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• Parkland Corporation (PKI $38.28)
  • $38.28 P/E (TTM): 22.85X Cap: $6.67B
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• TFI International Inc. (TFII $127.46)
  • $127.46 P/E (TTM): 21.08X Cap: $10.79B
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• Western Forest Products Inc. (WEF $12.35)
  • $12.35 Cap: $131M
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• Agnico Eagle Mines Limited (AEM $185.50)
  • $185.50 P/E (TTM): 41.19X Cap: $90.79B
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• Magna International Inc. (MG $61.80)
  • $61.80 P/E (TTM): 10.36X Cap: $17.13B
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• Premium Brands Holdings Corporation (PBH $95.61)
  • $95.61 P/E (TTM): 45.96X Cap: $4.27B
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Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

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Read Answer Asked by David on June 03, 2019

• Enbridge Inc. (ENB $66.53)
  • $66.53 P/E (TTM): 22.65X Cap: $142.68B
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Q: Any specific reason for Enbridge's decline today?
Thanks.

John

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Read Answer Asked by john on June 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.24)
  • $191.24 P/E (TTM): 80.63X Cap: $250.85B
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Q: What is happening to Shopify today?

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Read Answer Asked by Sharon on June 03, 2019

• Magna International Inc. (MG $61.80)
  • $61.80 P/E (TTM): 10.36X Cap: $17.13B
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Q: Hello,

Has anything changed on the fundamentals since your last report on Magna? It is looking really attractive price wise..I am looking to initiate a full position. Your thoughts and advice much appreciated. Thanks. Shyam

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Read Answer Asked by Shyam on June 03, 2019

• Fortis Inc. (FTS $70.76)
  • $70.76 P/E (TTM): 20.54X Cap: $35.08B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.41)
  • $38.41 P/E (TTM): 23.24X Cap: $10.36B
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Q: I have pipelines but no generating utilities. Looking for some growth plus steady dividends. Which would you prefer, or have you other recommendations?

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Read Answer Asked by Philip on June 03, 2019

• Liminal BioSciences Inc. (LMNL)
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Q: Is Prometic Life Sciences, in your opinion, still a viable company??
I am trying to determine if the current offer of 20 shares for every share owned is worth the small investment required. The shares are currently trading at 035 cents and the offer would provide the additional shares at around a tenth of a cent (if my calculation is correct) This sounds like one of those deals that is too good to be true but I am not 100% convinced. What do you think

Thanks for your thoughts

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Read Answer Asked by Bob on June 03, 2019

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $43.15)
  • $43.15 P/E (TTM): 36.53X Cap: $15.38B
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• MAG Silver Corp. (MAG $31.60)
  • $31.60 P/E (TTM): 23.58X Cap: $3.22B
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Q: Hi,
Can you name 3 mining stocks that do good, if the price of silver rise?
Please rate them.

Thank you

Ed

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Read Answer Asked by Edward on June 03, 2019

• Mattr Corp. (MATR $10.56)
  • $10.56 Cap: $656M
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Q: What is your opinion on Shawcor (SCL). It is getting close to a 52 week low. This stock was in the forties a few years ago and is not sitting around $17.50.

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Read Answer Asked by Ian on June 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.10)
  • $16.10 Cap: $2.30B
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Q: Good Day. What would be your thoughts on putting (or not putting) LSDP in the Growth portfolio?

Thanks for your thought response in advance.
Dan

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Read Answer Asked by Danny-boy on June 03, 2019