Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Kinaxis Inc. (KXS $118.75)
  • $118.75 P/E (TTM): 72.49X Cap: $3.33B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $105.34)
  • $105.34 P/E (TTM): 72.19X Cap: $4.70B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $25.66)
  • $25.66 P/E (TTM): 29.94X Cap: $1.83B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

Upvote 0

Read Answer Asked by rajeev on October 31, 2016

• BCE Inc. (BCE $35.69)
  • $35.69 P/E (TTM): 5.36X Cap: $33.28B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.57)
  • $18.57 P/E (TTM): 25.83X Cap: $28.98B
  • View T Profile
  • View Questions on T

Q: I am up 17% on BCE.

Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?

Would this same logic apply to say Enbridge & Fortis?

Upvote 0

Read Answer Asked by David on October 31, 2016

• Kinaxis Inc. (KXS $118.75)
  • $118.75 P/E (TTM): 72.49X Cap: $3.33B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

Upvote 0

Read Answer Asked by Chieh-Yao on October 31, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: PRACTICALLY SPEAKING, ASSUMING I AM IN THE MONEY, HOW DO I GO ABOUT EXCHANGING WARRANTS I HOLD IN COMPANY XXX FOR SHARES IN SAID COMPANY?

Upvote 0

Read Answer Asked by roger on October 31, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.41)
  • $61.41 P/E (TTM): 30.32X Cap: $4.14B
  • View XQQ Profile
  • View Questions on XQQ

Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

Upvote 0

Read Answer Asked by Gordon on October 28, 2016

• S&P/TSX Composite Index (TSX $33,970.38)
  • View TSX Profile
  • View Questions on TSX

Q: My bank's online trading site gives me the 12 month trailing return of my portfolio, updated every month.
Can you advise where I can find information on 12 month trailing return of the TSX?

Upvote 0

Read Answer Asked by Anne on October 28, 2016

• Extendicare Inc. (EXE $24.73)
  • $24.73 P/E (TTM): 24.01X Cap: $2.07B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.91)
  • $5.91 P/E (TTM): 23.68X Cap: $630M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

Upvote 0

Read Answer Asked by John on October 28, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 17.11X
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

Upvote 0

Read Answer Asked by Thomas on October 28, 2016

• GRAVITY Co. Ltd. (GRVY $63.24)
  • $63.24 P/E (TTM): 7.65X Cap: $458M
  • View GRVY Profile
  • View Questions on GRVY

Q: Based on your previous suggestion I did not sell my shares of this co. Today the share price has gone up from 4.55$ to 10.07$. Volume of shares traded is up from 2265 to 2,782,448. Should I sell or wait. Share price today dropped from 12 to 10.07. Thank you.

Upvote 0

Read Answer Asked by Vinod on October 28, 2016

• SiriusXM Holdings Inc. (SIRI $20.97)
  • $20.97 P/E (TTM): 9.27X Cap: $7.02B
  • View SIRI Profile
  • View Questions on SIRI

Q: SiriusXM, the US parent that will be taking in Sirius XM Canada, reported a very strong Q3 with large free cash flow, increased guidance, the initiation of a dividend and an increased share buyback. Do you have any thoughts on this name?

Thanks, Jim

Upvote 0

Read Answer Asked by James on October 28, 2016

• Superior Plus Corp. (SPB $6.30)
  • $6.30 P/E (TTM): 97.6X Cap: $1.37B
  • View SPB Profile
  • View Questions on SPB

Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G

Upvote 0

Read Answer Asked by Geoffrey on October 28, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,322.87)
  • $2,322.87 P/E (TTM): 7.99X Cap: $49.54B
  • View FFH Profile
  • View Questions on FFH

Q: Would you be comfortable to have 3-5% FFH now?
Thanks very much.

Upvote 0

Read Answer Asked by Yong Mei on October 28, 2016

• Enghouse Systems Limited (ENGH $17.08)
  • $17.08 P/E (TTM): 12.77X Cap: $933M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

Upvote 0

Read Answer Asked by Gooding on October 28, 2016

• Chesswood Group Limited (CHW $0.90)
  • View CHW Profile
  • View Questions on CHW

Q: I have been looking at CHW, as a small holding, for income. In the last couple weeks it is down about 10%. This makes it look more attractive, but I can't help but wonder if something is up. What is your opinion of CHW, and is there any reason you can see for the recent price decline? What is the payout percentage, and your view on the dividend sustainability?
Thank-you

Upvote 0

Read Answer Asked by grant on October 28, 2016

• Sylogist Ltd. (SYZ $4.00)
  • $4.00 Cap: $93M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Tiny trader SYZ has a huge collar around it. 90000 shares for sale at $10 and 100k shares for buying at 9.75. Any idea who is doing this and why?

Upvote 0

Read Answer Asked by Gerald on October 28, 2016

• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 28.63X Cap: $2.23T
  • View AMZN Profile
  • View Questions on AMZN
• AutoCanada Inc. (ACQ $26.43)
  • $26.43 P/E (TTM): 16.93X Cap: $611M
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ

Q: Hello Peter,
I have not seen any news (yahoo, google etc) to account for a big drop today on ACQ. Any idea please? Also, can you comment on why Amazon given their release last night why their stock hardly got hit, yet DH Corp and others take a huge loss if they miss earnings, etc . Do you think it has to do with forward guidance which may lessen the losses. Thank you.

Upvote 0

Read Answer Asked by umedali on October 28, 2016

• AutoCanada Inc. (ACQ $26.43)
  • $26.43 P/E (TTM): 16.93X Cap: $611M
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ

Q: Recently baught ACQ and it was doing well up till today with a 6.7% drop in price, what happened and is this still a hold for long term?
Thanks for the info

Upvote 0

Read Answer Asked by James on October 28, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 17.11X
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: Last question on DH. Is DH a buy, for a 1 to 3 year hold. The yield is now 7.10%.

Upvote 0

Read Answer Asked by David on October 28, 2016

• North Shore Uranium Ltd. (NSU $0.24)
  • $0.24 Cap: $19M
  • View NSU Profile
  • View Questions on NSU

Q: Hi, I'm having trouble deciphering if Nevsun had a good quarter or not, and the go-forward operations. There revenues were down from last year, and profit was up. But this may not be very meaningful since they are also expanding their zinc production, and lowering gold production as they transition. They also allude to lower copper production.

Can you please comment on your understanding of how their conversion plans are going, and if they are on/ahead/behind on their plans, costs, projections?

Thanks!

Upvote 0

Read Answer Asked by Kel on October 28, 2016

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $156.40)
  • $156.40 P/E (TTM): 49.12X Cap: $7.99B
  • View CIGI Profile
  • View Questions on CIGI

Q: comments on earnings report. Thanks. Chris

Upvote 0

Read Answer Asked by christopher on October 28, 2016