Investment Q&A

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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Q: Their quarterly earnings seemed ok despite the drop in share price (albeit on low volume). Would you be comfortable with me bringing this investment up to a full position from my current half position?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 11, 2017

• Aimia Inc. (AIM $3.06)
  • $3.06 Cap: $289M
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Q: I currently own AIM.PR.A. It is down 30% today and is under $10.

Simply, would you hold or sell this position?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 11, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Good morning,
I am curious about HCG and its recent stock price rise.
If other banks/investors are taking a stake in this company by assuming responsibility for the mortgages within, how does this add value to HCG? I am assuming that the "insurers" are doing to collect the mortgage premiums.
Thanks
rick

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Read Answer Asked by Richard on May 11, 2017

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: Can you explain what happened between Aumento Capital and Greenspace Brands?

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Read Answer Asked by CAMERON on May 11, 2017

• Miscellaneous (MISC)
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Q: A comment on your response to Ken today on defining a half/full position.You totally confused me with the short answer sent him. This link, perhaps, explains thing s more precisely:
https://seekingalpha.com/article/3361795-what-makes-a-full-position-or-half-position-in-a-dividend-growth-portfolio

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Read Answer Asked by Stephen on May 11, 2017

• Stantec Inc. (STN $149.91)
  • $149.91 P/E (TTM): 44.75X Cap: $17.09B
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Q: is the drop today significant? this seems like a very solid long term company. am I missing something? many thanks.

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Read Answer Asked by M.S. on May 11, 2017

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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Q: The Telus earnings release includes a statement that they raised the Q dividend 7.1% to .4925 (from .48). Looks to me like a 2.6% increase. Am I missing something here? Perhaps the 7.1% (incorrectly) includes a 2nd increase that they may make later this year (as they did in 2016)?? Thanks

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Read Answer Asked by Gary on May 11, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Spartan Energy Corp. (SPE $6.68)
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Q: Hi guys looking at spartan energy recent quarter it looks excellent they have roughly the same production as raging river but a little higher debt they are 2.40 and raging river at 8.00 what's gives here your insight please. Thanks Jamie

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Read Answer Asked by Jamie on May 11, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.16)
  • $76.16 P/E (TTM): 16.21X Cap: $13.46B
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Q: Can you explain the pullback in CCL.B today and would you consider this an enhanced buying opportunity?

Thanks!

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Read Answer Asked by Glen on May 11, 2017

• Costco Wholesale Corporation (COST $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $423.68B
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• Home Depot Inc. (The) (HD $380.82)
  • $380.82 P/E (TTM): 25.37X Cap: $378.88B
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Q: Your thoughts on HD? Are the other similar stocks you like better and why.

Thanks for your support.

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Read Answer Asked by Mark on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
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Q: A curiosity: Canadian Tire beat all analysts estimates in sales, revenue( +7.6% and beat estimates) profits( up 26%), etc.... rep0rted this AM.... yet stock is down considerably....
how would you interpret this for going forward?
How do you see this company in short and long term?
Thanks

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Read Answer Asked by lyle on May 11, 2017

• Miscellaneous (MISC)
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Q: Peter; In your experience are there any comparable times , I.e. Nixon, as to what the market does during an impeachment? Thanks. Rod

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Read Answer Asked by Rodney on May 11, 2017

• Exco Technologies Limited (XTC $6.65)
  • $6.65 P/E (TTM): 9.64X Cap: $256M
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Q: Do you still feel confident in xtc as a long term hold? Do you think the dividend growth will continue?

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Read Answer Asked by Carla on May 11, 2017

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: Not much in GUD's Q1 earnings but could you provide commentary.

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Read Answer Asked on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
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Q: Is there any reasons for the near 4% fall in the price of CTC,A this morning? Thank!

Yves

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Read Answer Asked by Yves on May 11, 2017

• Merus Labs International Inc. (MSL $1.65)
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Q: It appears the $1.65/share takeover by Norgine is set for Sept 30, 2017. Between now an then do you see any other upside above $1.65? I read at Pharmpro.com, 'The Arrangement Agreement includes a non-solicitation covenant on the part of Merus, subject to customary "fiduciary out" provisions that entitle Merus to consider and accept unsolicited superior proposals and a right in favour of Norgine to match any superior proposal....'

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Read Answer Asked by Gordon on May 11, 2017

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Exco Technologies Limited (XTC $6.65)
  • $6.65 P/E (TTM): 9.64X Cap: $256M
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Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

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Read Answer Asked by JR on May 11, 2017

• Miscellaneous (MISC)
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Q: Could you please state your latest sector allocations? Thanks to your recommendations,my tech.allocation has grown to 28% of my portfolio.

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Read Answer Asked by Allen on May 11, 2017

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Great-West Lifeco Inc. (GWO $52.06)
  • $52.06 P/E (TTM): 12.64X Cap: $48.49B
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Q: What does it mean when it states that GWO may redeem IN WHOLE OR PART their new issue of series T preferreds in 2022?

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Read Answer Asked by steve on May 11, 2017