Investment Q&A

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• American Hotel Income Properties REIT LP (HOT.UN $0.45)
  • $0.45 Cap: $35M
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Q: Please offer an assessment of these companies. hot.un would be a TFSA holding and GC a 1/2 position in a personal account. I currently have no holding in any recreation based stocks.

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Read Answer Asked by Greg on August 12, 2016

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Intrinsyc Technologies reported yet again another stellar quarter of both revenue growth and profits. This company's stock seems really cheap compared to other small tech companies and given this stock trades in $C and and results are reported in $US. Shouldn't this stock get much more attention given the space they are in, the growth, the profits and the strong balance sheet?

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Read Answer Asked by Charles on August 12, 2016

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $44.01)
  • $44.01 P/E (TTM): 62.47X Cap: $7.18B
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• Artis Real Estate Investment Trust (AX.UN $7.41)
  • $7.41 Cap: $716M
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• Sienna Senior Living Inc. (SIA $18.07)
  • $18.07 P/E (TTM): 42.67X Cap: $1.65B
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• Brookfield Business Partners L.P. (BBU.UN $34.47)
  • $34.47 Cap: $7.04B
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Q: Hi, what is your view of the REIT space right now? They are declining a lot today relative to normal stability, but have been strong lately. I have the ones listed as well as SIA with isn't technically a REIT but in the same area. I believe the new Real Estate category is coming soon, and the US election. In general is it good timing for the REIT sector over the next 6 months. And would you consider any other REITS better than the ones I currently own at the present time? I'm well diversified so I'm not over my % for the category, although could consolidate to fewer than 4 holdings.

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Read Answer Asked by Kel on August 12, 2016

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.60)
  • $11.60 P/E (TTM): 26.77X Cap: $3.36B
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Q: The results seemed OK. Guidance was cautious. The stock is down around 8% or so in the last two days.

What is your opinion on the results and on Dream Industrial as a long term hold. The dividend is quite attractive.

I also hold Pure Industrial REIT and would it make sense to stay diversified or move over the holdings from Dream Industrial into Pure Industrial REIT. Thank you.

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Read Answer Asked by Mayur on August 12, 2016

• Wheaton Precious Metals Corp. (WPM $134.87)
  • $134.87 P/E (TTM): 67.71X Cap: $57.67B
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Q: What is driving the price of SLW ?

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Read Answer Asked by James on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Your thoughts on earnings - thank you

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Read Answer Asked by Brent on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: How much of Intertape's results were due to the $3 million insurance payout? It looked like some of their other metrics (cash flow etc) were down.
Thanks

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Read Answer Asked by Pat on August 12, 2016

• Miscellaneous (MISC)
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Q: What are the pros and cons to selling covered calls? Is there a favorite sector for using this technique?

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Read Answer Asked by Gilbert on August 12, 2016

• Medical Facilities Corporation (DR $14.71)
  • $14.71 P/E (TTM): 3.26X Cap: $281M
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• Exchange Income Corporation (EIF $65.73)
  • $65.73 P/E (TTM): 26.83X Cap: $3.38B
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Q: EIF made a small gain yesterday, fell 5%, and is in the red today. DR fell from being 27% in the green 2 days ago to 18% today. Can you tell me what happened to these two? Is it time to dump EIF? Should I take the profit in DR before it falls further? - Thanks, Ted

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Read Answer Asked by Edward on August 12, 2016

• Global Water Resources Inc. (GWR $17.84)
  • $17.84 P/E (TTM): 41.83X Cap: $489M
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• Swiss Water Decaffeinated Coffee Inc. (SWP $4.38)
  • $4.38 P/E (TTM): 19.81X Cap: $40M
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Q: Please comment on the earnings for the above two. Thanks

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Read Answer Asked by Imtiaz on August 12, 2016

• Element Fleet Management Corp. (EFN $36.50)
  • $36.50 P/E (TTM): 27.37X Cap: $14.55B
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Q: Hey team

Your opinion on earnings report. Thanks Chris

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Read Answer Asked by christopher on August 12, 2016

• Dream Office Real Estate Investment Trust (D.UN $16.56)
  • $16.56 Cap: $306M
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Q: Can you please comment on the news today about the write down D.UN is taking. Is the distribution safe or do you believe there is another cut coming? It currently yields 8.9%. Thanks Scott

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Read Answer Asked by Scott on August 12, 2016

• North Shore Uranium Ltd. (NSU $0.06)
  • $0.06 Cap: $2M
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Q: I am trying to add some copper mine stock and found Nevsun Resources. Most of it's peers like Tck or FM.to all increased more than 5X price since this year but NSU is still in the similar price as early this year. With nearly 240 Million cash on hand and no debt, don't you think this is a copper stock I should invest?

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Read Answer Asked by Adam on August 12, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.38)
  • $4.38 P/E (TTM): 19.81X Cap: $40M
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Q: Hi! Can you comment on Ten Peaks results as well as the outlook? It is down 10% on slightly higher volume 3x (volume is always low here) as I write this. Thx and enjoy the warm summer day!

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Read Answer Asked by Dominic on August 12, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.42X Cap: $784M
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Q: Hi Peter What is your thinking on the DH coverts as a long term hold in my RIF.
Kind Regards
Stan

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Read Answer Asked by Stan on August 12, 2016

• Gibson Energy Inc. (GEI $25.15)
  • $25.15 P/E (TTM): 25.92X Cap: $4.11B
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Q: Hi
Is Gibson energy in play? What do you see as the possibility of a takeover? Stock seems to be spiking.
GUY R

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Read Answer Asked by Guy R. on August 12, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.38)
  • $4.38 P/E (TTM): 19.81X Cap: $40M
  • View SWP Profile
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Q: Hi! Can you comment on Ten Peaks results as well as the outlook? It is down 10% on slightly higher volume 3x (volume is always low here) as I write this. Thx and enjoy the warm summer day!

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Read Answer Asked by Dominic on August 12, 2016

• Miscellaneous (MISC)
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Q: Hi Team,

I asked a couple of questions this past week. I gave permission for them to be viewed by other members, like this question. But they were answered in private. Just wondering what happened or I didn't do things in the right way?

Thanks

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Read Answer Asked by Peter on August 11, 2016

• Concordia Healthcare (CXR)
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Q: I had asked on concordia with its results coming out shortly, whether the short position has been overdone and the company still has potential.

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Read Answer Asked by david on August 11, 2016

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Why the nice jump in price today?

Sheldon

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Read Answer Asked by Sheldon on August 11, 2016