Investment Q&A

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Good Morning Peter, Ryan, and Team,
It was announced on May 19th that the CFO of New Look Vision Group (BCI-TSX) would be retiring effective June 2nd. Does this raise any concerns at all with any of you ??? Seems such an abrupt announcement especially for someone in such a key position. Any insights would be greatly appreciated. Thank you. DL

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Read Answer Asked by Dennis on May 23, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Why is Amaya being pounded today?

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Read Answer Asked by Robert on May 23, 2017

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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Q: Vermillion seemed to withstand sector weakness until it didn't. Your thoughts on VET going forward.

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Read Answer Asked by Mark on May 23, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• goeasy Ltd. (GSY $183.55)
  • $183.55 P/E (TTM): 11.92X Cap: $2.98B
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Q: I own a 2 percent position in each of the above at higher levels. Do you recommend adding at these lower levels.

Thanks

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Read Answer Asked by Greg on May 23, 2017

• Helmerich & Payne Inc. (HP $15.21)
  • $15.21 P/E (TTM): 7.14X Cap: $1.63B
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Q: This American driller HP.N was recommended recently on BNN. It sounds good - more cash than debt - best in class rigs, etc. Might I have your assessment?

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Read Answer Asked by Roland on May 23, 2017

• Time Warner Inc. (TWX $98.77)
  • $98.77 Cap: $77.26B
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Q: I bought Sept 2016 and now has a 25% gain. What I have read is that on the balance of probability there is more risk than reward even though the chance the deal won't go through is less than before. What is your view on this? Again, many thanks for your opinion.

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Read Answer Asked by Ford on May 23, 2017

• Manulife Financial Corporation (MFC $42.31)
  • $42.31 P/E (TTM): 15.86X Cap: $72.40B
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• Great-West Lifeco Inc. (GWO $52.69)
  • $52.69 P/E (TTM): 12.64X Cap: $48.49B
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• Sun Life Financial Inc. (SLF $83.87)
  • $83.87 P/E (TTM): 15.23X Cap: $47.36B
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Q: Hi,

Of GWO, MFC & SLF, which do you prefer for total returns over the next couple of years & why?

Thanks,

Gord

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Read Answer Asked by Gordon on May 23, 2017

• Miscellaneous (MISC)
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Q: I do options in U.S. markets, but find low volume and low open interest in Canada. Do you or members know of liquid Canadian stocks suitable for covered write. Thanks.

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Read Answer Asked by Shah on May 23, 2017

• Blackstone Inc. (BX $167.53)
  • $167.53 P/E (TTM): 51.48X Cap: $124.40B
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Q: Note high yield -- It is mentioned in Trumps trip to Saudi Arabia

What is your outlook for stk for next 12 mo. & outlook for high dividend

Thanks ---Don

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Read Answer Asked by Dr. Donald on May 23, 2017

• Bee Vectoring Technologies International (BEE)
  • Cap: $33M
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Q: Could we please have an update on BEE.
Thank you,
Bob

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Read Answer Asked by Bob on May 23, 2017

• Ovintiv Inc. (OVV $53.95)
  • $53.95 P/E (TTM): 17.57X Cap: $14.15B
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Q: What do you think of Encana right now?

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Read Answer Asked by Mark on May 23, 2017

• Neptune Wellness Solutions Inc. (NEPT $1.97)
  • $1.97 Cap: $8M
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Q: Might I get your opinion re whether this may be a solid longterm buy and hold for a small position in an otherwise well balanced portfolio or would you not favour buying this equity. Thank you - Ken

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Read Answer Asked by Ken on May 23, 2017

• ATS Corporation (ATS $41.66)
  • $41.66 Cap: $4.02B
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Q: Update

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Read Answer Asked by j stuart on May 23, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $36.20)
  • $36.20 Cap: $23.46B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.33)
  • $43.33 P/E (TTM): 522.13X Cap: $28.09B
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Q: Both these companies report in USD. They are listed in NY and Toronto. Is the Toronto price basically a function of the rate of exchange?

Do these companies have a hedging strategy to protect the Canadian shareholders?

I suppose that an investor concerned about foreign exchange losses should examine the hedging strategy of any company holding assets outside Canada.

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Read Answer Asked by Carl on May 23, 2017

• Chemtrade Logistics Income Fund (CHE.UN $11.25)
  • $11.25 P/E (TTM): 12.36X Cap: $1.28B
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• Evertz Technologies Limited (ET $12.13)
  • $12.13 P/E (TTM): 15.41X Cap: $910M
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Q: What do you mean when you refer to a stock as a good/not-good "trading" stock (as for instance in your reply to Robert's May 19 question about CHE.UN)? Thank you.

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Read Answer Asked by chris on May 23, 2017

• Miscellaneous (MISC)
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Q: As always, thank you for the great service you provide.

Could you provide a few potential high flyers for a speculative position in a balanced portfolio?

Thanks!

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Read Answer Asked by Brian on May 23, 2017

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $21.28)
  • $21.28 P/E (TTM): 5.56X Cap: $889M
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Q: Good afternoon,

Can you please comment on DRM, today's news and its implications?

Thanks and have a great long weekend

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Read Answer Asked by Jason on May 23, 2017

• Miscellaneous (MISC)
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Q: Hello 5i;
There are several ways to buy bond etf`s that are better during possible rising interest rate environments .
Those being;
1- Laddered maturity schedules
2-Floating rate bond etf`s
3-Preferred shares with a minimum reset provision .
Which of the 3 would you consider best , 2nd best etc .and what would be your top 2-3 choices for each .
Thanks
Bill C.

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Read Answer Asked by Bill on May 23, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $36.20)
  • $36.20 Cap: $23.46B
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Q: Would you swap BAM for BEP ? Why, why not? Thank you.

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Read Answer Asked by Mark on May 23, 2017

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $40.77)
  • $40.77 P/E (TTM): 19.66X Cap: $396M
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Q: Now that Europe's economic ship appears to be turing around, ( Do you agree with this thesis?) can you suggest a few ways to play Europe? ---I recognize this isn't your bailiwick, but respect an light you can bring to the subject. Thank you.

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Read Answer Asked by Mark on May 23, 2017