Investment Q&A

• MCAN Mortgage Corporation (MKP $20.24)
  • $20.24 P/E (TTM): 10.94X Cap: $787M
  • View MKP Profile
  • View Questions on MKP

Q: Could I please have your analysis on the last quarter results. Buy, sell or hold?

Upvote 0

Read Answer Asked by Ric on August 14, 2018

• Conifex Timber Inc. (CFF $0.33)
  • $0.33 Cap: $13M
  • View CFF Profile
  • View Questions on CFF

Q: Does their earnings report change your opinion of this company?

Upvote 0

Read Answer Asked by Edgar on August 14, 2018

• Kelt Exploration Ltd. (KEL $7.18)
  • $7.18 P/E (TTM): 28.72X Cap: $1.42B
  • View KEL Profile
  • View Questions on KEL

Q: Could I please get your opinion and outlook on kelt and would you buy, sell or hold at this time. Thanks

Upvote 0

Read Answer Asked by William on August 14, 2018

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
  • View PVG Profile
  • View Questions on PVG

Q: Would you please comment on PVG's 2nd quarter results and what is the likelihood this will finally remove the cloud of suspicion that enveloped the company since the 2013 Strathacona Farq-up?
You provide an unparalleled level of advice. Thanks for that.
Phil

Upvote 0

Read Answer Asked by thomas philip on August 14, 2018

• Valeura Energy Inc. (VLE $9.11)
  • $9.11 P/E (TTM): 3.17X Cap: $966M
  • View VLE Profile
  • View Questions on VLE

Q: Good morning,
Any advice on how to best manage this position given events in Turkey? Is this a time to patiently accumulate at /below market given a time of panic or stand aside.....

With thanks

Upvote 0

Read Answer Asked by Brad on August 14, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $96.70)
  • $96.70 P/E (TTM): 13.16X Cap: $1.50B
  • View CJT Profile
  • View Questions on CJT

Q: Morning guys: can you explain recent quarter. I love this name, have you considered putting it in one of your portfolios.
Thx
Mark

Upvote 0

Read Answer Asked by Mark on August 14, 2018

• Khiron Life Sciences Corp. (KHRN)
  • Cap: $9M
  • View KHRN Profile
  • View Questions on KHRN

Q: Hi, Would you give me your take on this Co., it seems they are getting ready for something big, is it a buy?

thanks 5i

Upvote 0

Read Answer Asked by Fernando on August 14, 2018

• Brookfield Real Assets Income Fund Inc. (RA $13.29)
  • $13.29 P/E (TTM): 30.96X Cap: $737M
  • View RA Profile
  • View Questions on RA

Q: I would appreciate your comments on this stock as it pays a 10.2% US dividend, has traded in a narrow band. Is this a high risk or low risk stock and how viable is this dividend?

Wayne

Upvote 0

Read Answer Asked by Wayne on August 14, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
  • View XBB Profile
  • View Questions on XBB
• iShares Convertible Bond Index ETF (CVD $17.88)
  • $17.88 Cap: $99M
  • View CVD Profile
  • View Questions on CVD

Q: I'm trying to guage the risk with CVD. Can you compare the risk profile to XBB and CBO.

Thanks,

Joe

Upvote 0

Read Answer Asked by Joe on August 14, 2018

• Mawer Global Small Cap Fund Series A (MAW150 $15.98)
  • $15.98 P/E (TTM): 17.4X Cap: $790M
  • View MAW150 Profile
  • View Questions on MAW150
• Mawer Global Equity Fund Series A (MAW120 $45.76)
  • $45.76 P/E (TTM): 16.7X Cap: $1.33B
  • View MAW120 Profile
  • View Questions on MAW120
• Mawer International Equity Fund Series A (MAW102 $89.60)
  • $89.60 P/E (TTM): 18.1X Cap: $1.08B
  • View MAW102 Profile
  • View Questions on MAW102
• Mawer Canadian Equity Fund Series A (MAW106 $107.18)
  • $107.18 P/E (TTM): 13.8X Cap: $1.06B
  • View MAW106 Profile
  • View Questions on MAW106

Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan

Upvote 0

Read Answer Asked by Ivan on August 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Do you have any further insights following the conference call this morning.
Thanks, Tim.

Upvote 0

Read Answer Asked by tim on August 14, 2018

• Trilogy International Partners Inc. (TRL $0.24)
  • $0.24 Cap: $21M
  • View TRL Profile
  • View Questions on TRL

Q: I would appreciate your opinion on Trilogy’s recent quarterly results.

Thanks!

Upvote 0

Read Answer Asked by Gregory on August 14, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
  • View CTC.A Profile
  • View Questions on CTC.A
• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.06X Cap: $42.67B
  • View QSR Profile
  • View Questions on QSR
• North West Company Inc. (The) (NWC $47.19)
  • $47.19 P/E (TTM): 16.73X Cap: $2.25B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Good morning, which of the 3 stocks above would you buy today for income and some growth?
Thanks
Nancy

Upvote 0

Read Answer Asked by Nancy on August 14, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $42.08)
  • $42.08 P/E (TTM): 10.83X Cap: $12.70B
  • View XEF Profile
  • View Questions on XEF
• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $38.13)
  • $38.13 P/E (TTM): 12.54X Cap: $1.42B
  • View XIN Profile
  • View Questions on XIN
• Vanguard Total International Stock (VXUS $69.08)
  • $69.08 P/E (TTM): 0.45X Cap: $93.07B
  • View VXUS Profile
  • View Questions on VXUS

Q: Hi,

For a long term position ~ 10% of total portfolio, with broad international equity exposure outside North America, currency not really a factor, was considering XIN vs VXUS vs XEF.
1) preference of three or worth it to purchase more than one?
2) other suggestions?
3) any concerns with 10% of portfolio in any of these single ETFs?

Upvote 0

Read Answer Asked by John on August 14, 2018

• lululemon athletica inc. (LULU $196.45)
  • $196.45 P/E (TTM): 13.15X Cap: $22.18B
  • View LULU Profile
  • View Questions on LULU

Q: Hi, could I please have your current opinion on LULU. They had a good quarter and technically the stock will breakthrough to new highs with a few more % gain. But as you said in the past results have been inconsistent. Do you see guidance and consistency possibly improving, or just a good quarter followed by uncertainty for the next one?

Upvote 0

Read Answer Asked by Kel on August 14, 2018

• Vanguard Dividend Appreciation FTF (VIG $206.79)
  • $206.79 P/E (TTM): 23.33X Cap: $87.19B
  • View VIG Profile
  • View Questions on VIG
• Vanguard Total International Stock (VXUS $69.08)
  • $69.08 P/E (TTM): 0.45X Cap: $93.07B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard Balanced ETF Portfolio (VBAL $34.49)
  • $34.49 P/E (TTM): 20.32X Cap: $3.68B
  • View VBAL Profile
  • View Questions on VBAL
• Vanguard Growth ETF Portfolio (VGRO $39.24)
  • $39.24 P/E (TTM): 25.6X Cap: $7.21B
  • View VGRO Profile
  • View Questions on VGRO

Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.

Upvote 0

Read Answer Asked by John on August 14, 2018

• Gilead Sciences Inc. (GILD $114.51)
  • $114.51 P/E (TTM): 23.78X Cap: $142.44B
  • View GILD Profile
  • View Questions on GILD
• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
  • View ISRG Profile
  • View Questions on ISRG

Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?

Upvote 0

Read Answer Asked by John on August 14, 2018

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
  • View Questions on CHW

Q: Could i have your comments on their earnings.

Upvote 0

Read Answer Asked by don on August 14, 2018

• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.97B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $569.81)
  • $569.81 P/E (TTM): 39.26X Cap: $506.14B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
  • View V Profile
  • View Questions on V
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Apparently Canada is leading the way in moving to a cashless society. What names do you see as having the most potential to benefit from going cashless

thank you

Upvote 0

Read Answer Asked by Dale on August 14, 2018

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
  • View GXE Profile
  • View Questions on GXE

Q: Hi
What are your views of latest results for Gear?
Thanks

Upvote 0

Read Answer Asked by Francois on August 14, 2018