Investment Q&A

• KP Tissue Inc. (KPT $9.40)
  • $9.40 P/E (TTM): 30.63X Cap: $94M
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• Rocky Mountain Dealerships Inc. (RME $7.40)
  • $7.40 P/E (TTM): 15.8X Cap: $142M
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Q: Hello

Could you comment on recent earnings for both RME and KPT?

I hold a 2% position in both companies.

Thank you.

Stephane

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Read Answer Asked by Stephane on August 10, 2017

• Peyto Exploration & Development Corp. (PEY $19.18)
  • $19.18 P/E (TTM): 12.97X Cap: $3.81B
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Q: What are your thoughts on yesterdays earnings for peyto i was thinking on averaging down on this security Thank you

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Read Answer Asked by Norman on August 10, 2017

• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 12.1X Cap: $6.04B
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Q: Have ARC in both RRSP & TFSA for a while, one is down about 20% while the other is down about 8%, considering swapping them out but want to keep the sector exposure, do you think it is worthwhile holding on or if there are better name(s) to switch to considering more income focused.

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Read Answer Asked by Steve on August 10, 2017

• OneREIT (ONR.UN $4.27)
  • $4.27 P/E (TTM): 13.7X
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Q: ONR.UN is to be take private, and if I understand correctly, current shareholders are to receive $4.275 in cash per unit (if they elect to take cash) OR shares of Smart Reit (calculated at $4.20) if they prefer. As Mitch Goldhar owns so much of this stock, I assume the deal will be approved.

Do you have a recommendation as to whether shareholders should (a) sell into the current market at $4.21, (b) keep stock and elect cash or (c) keep stock and choose shares in SmartReit.

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Read Answer Asked by Don on August 10, 2017

• Sienna Senior Living Inc. (SIA $18.32)
  • $18.32 P/E (TTM): 42.67X Cap: $1.68B
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Q: Please comment on SIA's earnings. Appears to be a small beat.

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Read Answer Asked by Jordan on August 10, 2017

• Northland Power Inc. (NPI $22.58)
  • $22.58 P/E (TTM): 22.58X Cap: $5.90B
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Q: Greetings, guys.

Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.

If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?

Thanks again.

John

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Read Answer Asked by john on August 10, 2017

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.80B
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Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.

Harvey

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Read Answer Asked by Harvey on August 10, 2017

• Element Fleet Management Corp. (EFN $36.83)
  • $36.83 P/E (TTM): 27.37X Cap: $14.89B
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Q: What is you opinion on this company now?
Thanks

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Read Answer Asked by Robert on August 10, 2017

• Miscellaneous (MISC)
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Q: At this time which would be your Top 5 Picks for large caps and Top 5 Picks for small caps.

Thanks

Dave

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Read Answer Asked by David on August 10, 2017

• Gamehost Inc. (GH $12.39)
  • $12.39 P/E (TTM): 12.89X Cap: $258M
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Q: Any comments on their latest quarter?

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Read Answer Asked by Keith on August 10, 2017

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.80B
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• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: As a long time investor I'm gobsmacked that kxs, or zzz gets pummeled for a slight earnings misses. Can you provide some insight here? Kxs has had slight misses before but a growing firm with little or no debt and an Asian clent that re-nigged on them. What gives? Is this some perverse message to management to smarten up. Whzt a buying opportunity.
I feel better now!
David

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Read Answer Asked by David on August 10, 2017

• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.58B
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Q: Can you please comment on the earnings for $SLF. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Ceapro Inc. (CZO $0.23)
  • $0.23 Cap: $17M
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Q: Hi guys,

Is it time to let go of Ceapro and move on. If so can you recommend something else that may have a bit more positive momentum?

Thanks

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Read Answer Asked by Paul on August 10, 2017

• Magellan Aerospace Corporation (MAL $17.21)
  • $17.21 P/E (TTM): 24.6X Cap: $983M
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Q: Can I please get your opinion of Magellan's latest results.

Thanks

Dave

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Read Answer Asked by David on August 10, 2017

• Miscellaneous (MISC)
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Q: Do you think that technology still has legs to it? Specifically, I am considering the FAANG stocks.
Please deduct as many credits as required.
Thank you

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Read Answer Asked by Teresa on August 10, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Can you please comment on the earnings for $ITC. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.26B
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• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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Q: I'm elderly and invest for safety and income. I'm looking at adding half positions in AQN and AAR.UN,$12,500 each, to my portfolio. Your opinion on these two for safety and possible growth? Many thanks. - Ted

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Read Answer Asked by Edward on August 10, 2017

• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $254M
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Q: Is this a buy for a three year time frame or do you think confidence is gone from the name?

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Read Answer Asked by Carla on August 10, 2017

• CI Financial Corp. (CIX $31.94)
  • $31.94 Cap: $4.57B
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Q: Could you comment on CIX'S acquisition of Sentry investments ?

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Read Answer Asked by terrance on August 10, 2017

• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.86B
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Q: Hi, could you please post street estimates for Revenue, EPS and EBITDA, for this quarter. Thanks

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Read Answer Asked by rajeev on August 10, 2017