Investment Q&A

• Sylogist Ltd. (SYZ $9.14)
  • $9.14 Cap: $211M
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• H&R Real Estate Investment Trust (HR.UN $11.80)
  • $11.80 Cap: $3.22B
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• Toromont Industries Ltd. (TIH $143.49)
  • $143.49 P/E (TTM): 23.68X Cap: $11.54B
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• Open Text Corporation (OTEX $42.47)
  • $42.47 P/E (TTM): 12.42X Cap: $10.80B
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• Boston Pizza Royalties Income Fund (BPF.UN $19.80)
  • $19.80 P/E (TTM): 21.42X Cap: $485M
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Q: Good Afternoon,
I am adding several positions to my portfolio. I have narrowed it down by using your reports/comments etc. . Some of the reports are dated, would like to know if you still consider these names a buy at today's level, or any other more favoured names in these sectors. Also wondering if you would recommend staggering purchases or waiting for a market pullback, realizing that some of these names are high.
All would be additions to a diversified portfolio and considered to be long term holds. Thanks for the assistance. Lavern

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Read Answer Asked by Lavern on August 22, 2016

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: Patient Home Monitoring announced they will hold a conference call on Aug 24th to review the Qtr results and update the market (not shareholders) on plans for 2016 and beyond. Participants will be the CEO and CSO. No mention of the new CFO they announced on June 29th. What's your read on why they wouldn't take this opportunity to formerly introduce the CFO to the market? Do you think this is because the results may be okay and the forward strategy is what they want the market to focus on?

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Read Answer Asked by Gordon on August 22, 2016

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Keyera Corp. (KEY $43.39)
  • $43.39 P/E (TTM): 18.13X Cap: $9.93B
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• NFI Group Inc. (NFI $18.93)
  • $18.93 Cap: $2.27B
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• Winpak Ltd. (WPK $41.80)
  • $41.80 P/E (TTM): 13.62X Cap: $2.57B
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• Premium Brands Holdings Corporation (PBH $94.22)
  • $94.22 P/E (TTM): 44.95X Cap: $4.20B
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Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much

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Read Answer Asked by Marcel on August 22, 2016

• Savaria Corporation (SIS $21.29)
  • $21.29 P/E (TTM): 30.9X Cap: $1.50B
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Q: Enjoying the Savaria ride. Great Story. Nice call. Slowly growing small company. Are there any other Companies that you are following that are up and coming similar to the Savaria Story. Low under the Radar. Keep up the Great Work. Thanks for everything.

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Read Answer Asked by Barry on August 22, 2016

• QHR Corporation (QHR $3.09)
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Q: I own many stocks from the growth portfolio, but not QHR. Please confirm that, given recent events and it's current price, I shouldn't purchase any now.

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Read Answer Asked by Brenda on August 22, 2016

• QHR Corporation (QHR $3.09)
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Q: The current trading price of QHR at 3.10 appears to be quite a bit below the valuation calculated by dividing the offer of 170m by the outstanding shares. I get a value of 3.25 which seems worth waiting for. Do you agree? Thanks

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Read Answer Asked by Mike on August 22, 2016

• QHR Corporation (QHR $3.09)
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Q: I would appreciate your suggestions in what to do with this stock. Are my options selling or acquiring Loblaw stock or is acquiring Loblaw stock an option? If I sell I will have a nice capital gain which I will have to declare as I hold it in a non registered account. If I were to acquire Loblaw stock and then sell Loblaw in a few months does a capital gain apply? Thank You.

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Read Answer Asked by Brian on August 22, 2016

• QHR Corporation (QHR $3.09)
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Q: Just wondering with todays news if we should hold or sell?
Thanks
John

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Read Answer Asked by John on August 22, 2016

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.47X Cap: $6.68B
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Q: Would you comsider trimming PKI if today's movement causes it's weighting in the BE portfolio to increase fairly significantly?

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Read Answer Asked by Andie on August 22, 2016

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.47X Cap: $6.68B
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Q: How does this recent deal in purchasing Assets affect PKIs outlook? Will it tilt the valuation metric towards a growth by acquisition model? I am thinking of the valuation as compared to ATD. The deal looks sizeable to PKI.

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Read Answer Asked by Gerald on August 22, 2016

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.47X Cap: $6.68B
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Q: What happening with Parkland . Big jump this morning

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Read Answer Asked by David on August 22, 2016

• FirstService Corporation (FSV $274.74)
  • $274.74 P/E (TTM): 63.19X Cap: $12.23B
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Q: I have some cash and would like to add to an existing position. do you think it's too "rich" at this stage and should I wait for a better entry point?

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Read Answer Asked by Ford on August 22, 2016

• Dollarama Inc. (DOL $192.13)
  • $192.13 P/E (TTM): 43.96X Cap: $53.06B
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• Premium Brands Holdings Corporation (PBH $94.22)
  • $94.22 P/E (TTM): 44.95X Cap: $4.20B
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Q: What are your thoughts about Dollarama at these levels? I was lucky to get in around $70 last Jan/Feb and it has run up to nearly $100 now. Would you recommend rotating to something like PBH?

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Read Answer Asked by Patrick on August 22, 2016

• High Liner Foods Incorporated (HLF $16.25)
  • $16.25 P/E (TTM): 6.4X Cap: $476M
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Q: Hi Team, I held hlf last year and every quarter my frustration increased, all of this to say that this company can't seem to report 2 good quarters in a row. Now that the hurd seems to be piling into the stock again, I am thinking of shorting the stock around $25 or slightly below. What do you think?

I am also thinking of a pair-trade long pbh if I can pick it up around 56-58.

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Read Answer Asked by Eric on August 22, 2016

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: I am looking for capital appreciation with some divided growth. I am considering ZZZ for a 3 to 5 year hold. Would you agree with this purchase of prefer something else to consider.

thanks

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Read Answer Asked by kim on August 22, 2016

• Miscellaneous (MISC)
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Q: Keeping current valuations in mind could you recommend a few high quality Canadian dividend names. Looking for companies with long term history of increasing dividends

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Read Answer Asked by Kim on August 22, 2016

• AGF Management Limited Class B Non-Voting Shares (AGF.B $11.86)
  • $11.86 P/E (TTM): 7.72X Cap: $777M
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Q: Unfortunately, my financial advisor recommended this stock back in 2014. I am down substantially and would like your advice (as in selling). Financials are about 15% of portfolio. Agf.b cut its dividends a few months following my purchase. Thanks

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Read Answer Asked by Gilles on August 22, 2016

• Tesla Inc. (TSLA $339.38)
  • $339.38 P/E (TTM): 195.97X Cap: $1.09T
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Q: Hi Team, hope all is good!!

I have been interested in this company for awhile but haven't bought any yet. If you had to buy some stocks at which entry point would you feel comfortable buying?

Thanks. keep up the awesome work!!

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Read Answer Asked by Rino on August 22, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.53)
  • $18.53 Cap: $794M
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Q: I have held the etf CBO as part of the fixed income element for several years it is now off over 3%, please provide your opinion on this and should I move to other bond like units.

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Read Answer Asked by Peter on August 22, 2016

• iShares S&P/TSX Capped Energy Index ETF (XEG $17.13)
  • $17.13 P/E (TTM): 37.74X Cap: $1.53B
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Q: I am currently watching XEG for an entry on a long term hold. I'm also looking for a Canadian ETF that is similar to OIH that trades in the US. Is there anything available on Canadian exchanges?

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Read Answer Asked by Edgar on August 22, 2016