Investment Q&A

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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Q: Hi team,

This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.

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Read Answer Asked by Saeed on November 28, 2017

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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Q: Following your balanced portfolio and have CLS and PKI in my investment account. Should I sell them before the end of the year and take a loss for tax purposes and rebuy in the new year?
T Steve

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Read Answer Asked by Stephen on November 28, 2017

• Acerus Pharmaceuticals Corporation (ASP $0.36)
  • $0.36 Cap: $554M
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Q: The price of ASP has increased around 200% in the last few days. Is there any reason for this increase and would you think it is a good buy?
Thank you

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Read Answer Asked by Linda on November 28, 2017

• Imagination Park Entertainment Inc. (IP)
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Q: Hi Peter, wondering of your thoughts on this company (IP-T) or too small to assess?
http://www.stockhouse.com/companies/bullboard/c.ip/imagination-park-entertainment-inc?postid=27032196
Thanks!

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Read Answer Asked by Michael on November 27, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.06X Cap: $6.05B
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• Surge Energy Inc. (SGY $7.30)
  • $7.30 Cap: $727M
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Q: I recently read that the energy companies that will benefit most from rising oil prices are conventional producers with low debt. Given this, I am thinking of replacing a position in SGY with WCP. Does this make sense to you? I also have a position in RRX that I would keep.

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Read Answer Asked by Ken on November 27, 2017

• Miscellaneous (MISC)
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Q: Good morning,
I own VUN (12.8%)VGG (8.7%) ZLU (10.5%) ZDY (8.07%) ZQQ (6.8%)
XUS (8.6%) XWD (10.5%) I also have AQN,TD,ENB,FTS, in part of my RRSP. My question is do I have to much overlap in US ETF. I'm looking for long term growth, dividends and stability.
New site is great.
Thanks
Carl

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Read Answer Asked by Carl on November 27, 2017

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: Someone mentioned APH was de-listing on TSX and listing elsewhere. Can someone please tell me WHEN and to WHICH exchange?

Thanks!

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Read Answer Asked by Austin on November 27, 2017

• Matica Enterprises Inc. (MMJ)
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Q: What do you think of the prospects for this small company?

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Read Answer Asked by Elliott on November 27, 2017

• Invesco China Technology ETF (CQQQ $47.06)
  • $47.06 P/E (TTM): 4.22X Cap: $1.22B
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Q: What is your opinion on the Chinese ETF CQQQ.It seems to be taking a slight hit recently. Bob Thanks for your service,your info is very helpful.

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Read Answer Asked by Robert on November 27, 2017

• Miscellaneous (MISC)
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Q: Are US stocks treated the same as Canadian stocks in investement accounts? Can one claim capital losses the same as Canadian stocks? How are the dividents treated for US stocks/ etfs? Thanks
Shyam

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Read Answer Asked by Shyam on November 27, 2017

Q: Is there a Canadian ETF that would track companies in China, such as Tencent, Alibaba, JD.Com, etc?

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Read Answer Asked by Brad on November 27, 2017

• CI Tech Giants Covered Call ETF (TXF $20.54)
  • $20.54 P/E (TTM): 74.48X Cap: $641M
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Q: Grateful for your views on TXF. The dividend looks very interesting. How does it compare to fdn-n (First Trust DJ internet) ? Would you recommend it for an aggressive investor ? Finally, why is it not rated by Morningstar altough it exists since 2011 ?

Have a good day

Jacques

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Read Answer Asked by Jacques on November 27, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Are there any other names on your radar currently that might resemble a young SYZ or SIS ? Thanx Robbie

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Read Answer Asked by Robert on November 27, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Square is getting hammered today, apparently on a sell downgrade. Would you take any action here?

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Read Answer Asked by John on November 27, 2017

• Regency Centers Corporation (REG $72.18)
  • $72.18 P/E (TTM): 33.4X Cap: $12.96B
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Q: What is your. Opinion of REG as a long term hold & is there a Canadian equivalent you would recommend ?
Thanks
Rick

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Read Answer Asked by Richard on November 27, 2017

• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: Can you provide any update on GPS, I understand a number of senior officers have recently been replaced.

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Read Answer Asked by Donald on November 27, 2017

• Black Diamond Group Limited (BDI $11.68)
  • $11.68 P/E (TTM): 24.33X Cap: $715M
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Q: Hello 5i,

Just a question about insider purchases ...
BDI has had ongoing purchases by Edward Kernaghan, of Indirect Ownership of Common Shares.
https://www.canadianinsider.com/company?ticker=BDI
For the past couple of months he (or his groupl) have been buying small (<500) and large lots (>60,000) on a daily basis.
I am assuming he is purchasing these for clients but it seems odd that it has been going on for as long as it has (since October).
From your experience, what if any insight can be gleaned form this information?
Any info or comments would be welcome!
Thanks,

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Read Answer Asked by Randy on November 27, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi...who are the competitors of Photon control ?
Thanks.

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Read Answer Asked by Mike on November 27, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: SQ down 10 per cent today . Would you consider this a buying opportunity.? Thank you for your analysis.

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Read Answer Asked by Ian on November 27, 2017

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: what's the big news on SW today, it's up 10 %?!? any targets for 12-18 months?

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Read Answer Asked by Charles on November 27, 2017