Investment Q&A

• Dollarama Inc. (DOL $178.17)
  • $178.17 P/E (TTM): 40.62X Cap: $49.35B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Alimentation Couche-Tard Inc. (ATD $72.95)
  • $72.95 P/E (TTM): 19.95X Cap: $68.91B
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• Premium Brands Holdings Corporation (PBH $93.44)
  • $93.44 P/E (TTM): 46.28X Cap: $4.24B
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Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?

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Read Answer Asked by Peter on January 11, 2018

• BCE Inc. (BCE $32.50)
  • $32.50 P/E (TTM): 70.87X Cap: $30.14B
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• TELUS Corporation (T $21.69)
  • $21.69 P/E (TTM): 34.2X Cap: $33.24B
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Q: Many of my friends upgraded to the $60 - 10GB holiday promotion plan offered by both and it seemed to be brought up at every party I went to. This would have increased my bill by 50% so I didn't do so. I'm thinking that this promotion should move the needle on spend per client and move the margins - as 10GB is nice, but most will not be able to use it. Telus recently bought Alarm Force, adding 30,000 subscribers (which won't hit the Feb 8th quarter). Do the Feb 8th upcoming earnings for both include Christmas sales? With the recent dip in BCE I'm thinking of adding to both. Your thoughts?

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Read Answer Asked by Terry on January 11, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.20)
  • $48.20 P/E (TTM): 1148.3X Cap: $22.08B
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Q: Since its recent high of $57.85 reported on 12/27, BIP.UN has been stumbling to today's close of $53.80 - a drop of 7% in just 9 trading days. Can you attribute this fall to anything in particular?

I may be fantasizing here but is there such a thing as a "post tax loss selling" exit (since 12/27 was the last day of tax loss selling)?

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Read Answer Asked by Victor on January 11, 2018

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: With rising interest rates should I buy sell,or,hold RUF.UN please?

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Read Answer Asked by Ted on January 11, 2018

• Klondike Gold Corp. (KG $0.12)
  • $0.12 Cap: $28M
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Q: Klondike Gold has been halted base on the release of drilling results. Can I please get your opinion. Thanks

Dave

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Read Answer Asked by David on January 11, 2018

• Miscellaneous (MISC)
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Q: As a retired person, I want to invest $500,000 in some kind of guaranteed income investment portfolio for a long term . What kind of returns can I expect and what will be the best places to invest?.

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Read Answer Asked by Vinod on January 11, 2018

• Miscellaneous (MISC)
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Q: On balance, do you think that if the US 'cancels' NAFTA, it will have an immediate negative hit on the TSX? Do you think that dividend stocks like REITs will take a bigger or smaller hit (if any) and do you think that dividends may be reduced?

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Read Answer Asked by Elizabeth on January 11, 2018

• Tourmaline Oil Corp. (TOU $61.74)
  • $61.74 P/E (TTM): 15.09X Cap: $23.02B
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Q: Hi 5i:

Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?

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Read Answer Asked by Roland on January 11, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What exactly is this agreement with Mr Hao intended to do for the company and the remaining shareholders?

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Read Answer Asked by Robert on January 11, 2018

• Sylogist Ltd. (SYZ $6.30)
  • $6.30 Cap: $148M
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Q: When does Sylogist report? I recall reading that they were to report yesterday but I can't find anything further. Can you clarify this for me.

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Read Answer Asked by Marco on January 11, 2018

• BCE Inc. (BCE $32.50)
  • $32.50 P/E (TTM): 70.87X Cap: $30.14B
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• Manulife Financial Corporation (MFC $45.00)
  • $45.00 P/E (TTM): 14.09X Cap: $76.46B
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• Sun Life Financial Inc. (SLF $84.63)
  • $84.63 P/E (TTM): 15.39X Cap: $48.44B
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• TELUS Corporation (T $21.69)
  • $21.69 P/E (TTM): 34.2X Cap: $33.24B
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Q: I am looking for dividend income that's less interest sensitive then reits and utilities do you have a few suggestions thanks Barry

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Read Answer Asked by BARRY on January 11, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.20)
  • $48.20 P/E (TTM): 1148.3X Cap: $22.08B
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Q: I have held this security for some time and have done very well, however in the past 8-9 months it has basically gone sideways. What do you see for the future of this company? Thanks

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Read Answer Asked by Brian on January 11, 2018

• Alamos Gold Inc. (AGI $46.56)
  • $46.56 P/E (TTM): 41.31X Cap: $20.37B
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• B2Gold Corp. (BTO $7.33)
  • $7.33 Cap: $9.80B
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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: I am a long term holder of Alamos and Kirkland Lake. What is your opinion of replacing Alamos with B2 Gold. Thank you for your great advice.

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Read Answer Asked by Christopher on January 11, 2018

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $588M
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Q: GUD. Any news on the stock ?

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Read Answer Asked by Serge on January 11, 2018

Q: Brent Crude is approaching $70. Where do you think it goes from here? I work in the oil industry and get to purchase my companies shares at a discount. I am tempted to unload them now while the price is high.

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Read Answer Asked by Sheldon on January 11, 2018

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Capital Power Corporation (CPX $69.87)
  • $69.87 P/E (TTM): 21.23X Cap: $10.76B
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• Gibson Energy Inc. (GEI $25.06)
  • $25.06 P/E (TTM): 26.9X Cap: $4.24B
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• Chemtrade Logistics Income Fund (CHE.UN $13.42)
  • $13.42 P/E (TTM): 12.58X Cap: $1.51B
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Q: for additional income and some growth I am considering the four listed companies, or what would be your recommendations. may I have your comments.
thank you.

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Read Answer Asked by Karl on January 11, 2018

• Enghouse Systems Limited (ENGH $20.90)
  • $20.90 P/E (TTM): 15.54X Cap: $1.15B
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• Open Text Corporation (OTEX $52.94)
  • $52.94 P/E (TTM): 23.2X Cap: $13.59B
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Q: I am currently overweight in Tech would like to sell either Open Text or Enghouse. I also own Constellation Software, Kinaxis, Photon Control, and Shopify. Open Text is in a registered account and enghouse is in a non-registered acct. Thanks, Janet

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Read Answer Asked by Janet on January 11, 2018

• Silicon Motion Technology Corporation (SIMO $94.92)
  • $94.92 P/E (TTM): 37.3X Cap: $3.30B
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Q: Simo dropped about 12% this morning and erased over half my gains in a heartbeat.
Your thoughts on why?
Time to exit?
Buy more?

Thanks.

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Read Answer Asked by Donald on January 11, 2018

• Cineplex Inc. (CGX $11.30)
  • $11.30 Cap: $735M
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Q: This morning RBC came out with an industry report on movies and entertainement for the US that was not that great, plus lowered guidance by Dave and Buster on monday had an influence on the industry according to comments from Scotia in a report on CGX and TD lowered target price from 47 to 40 on lower expected revenu this morning. All negative this morning !

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Read Answer Asked by Denis on January 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.39)
  • $6.39 P/E (TTM): 20.84X Cap: $688M
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Q: Hello,
Do you have opinion why FSZ did not participate financial sector rally and is trending lower recently. Is it a good time to start a position based on its valuation and future growth?
Thanks
Victor

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Read Answer Asked by Victor on January 11, 2018