Investment Q&A

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 17.44X Cap: $7.95B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I have a question about 985
If sector is not an issue, would you replace BPY.UN which i’am down 12% with CPX? This would be for a 3+ year hold with income and stability a priority.
Or could you suggest a better alternative to BPY?
Thanks

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Read Answer Asked by Brad on April 17, 2018

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $140.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $227.24B
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Q: Do you have any suggestions for stocks that have been unjustly beaten up lately? Thanks

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Read Answer Asked by Evan on April 17, 2018

• Siyata Mobile Inc. (SIM $6.50)
  • $6.50 Cap: $6M
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Q: What is your current take on SIM? Is it a Buy, Sell or Hold here? What are its prospects for future growth and profitability?

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Read Answer Asked by David on April 17, 2018

• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.26B
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Q: Please comment on the AQN announcement today.

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Read Answer Asked by Geoffrey on April 17, 2018

• Methanex Corporation (MX $46.31)
  • $46.31 P/E (TTM): 11.2X Cap: $3.12B
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Q: I was wanting to purchase MX but it keeps rising and I keep thinking all the easy money has been made. Your thoughts please. Thanks.

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Read Answer Asked by Bruce on April 17, 2018

• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $849M
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Q: Any news today regarding Alaris to warrant the +5% pop?

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Read Answer Asked by Richard on April 17, 2018

• Spartan Energy Corp. (SPE $6.68)
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Q: Is there any prospect of a better deal for SPE shareholders, or is this a "done deal" ?

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Read Answer Asked by Don on April 17, 2018

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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Q: The all stock acquisition of SPE will dilute VET by about 20%, but the VET stock price has dropped only 3%. Would you expect a more significant decline in VET or is the dilution effectively offset by the SPE assets being acquired? Would you purchase either stock now, or wait a bit?

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Read Answer Asked by David on April 17, 2018

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I am wondering if there is any withholding tax, or other tax consequences, to holding BPY.UN in a TFSA. What is your opinion on the company for an income investor seeking income growth.

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Read Answer Asked by Geoff on April 17, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Martinrea International Inc. (MRE $8.32)
  • $8.32 Cap: $605M
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.48B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
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Q: I am light in consumer cyclicals and am following the balanced equity portfolio. I own a full position of MRE ( so haven't bought any MG). I have a slight aversion to buying companies that dont pay any dividends so am hesitant to jump on TOY or GC. Any good buying opportunities in the consumer cyclical space ( 5 year hold) as alternatives to TOY and GC?

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Read Answer Asked by Tom on April 17, 2018

• S&P/TSX Composite Index (TSX $27,570.08)
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Q: Hi Peter,

With the TSX not doing much in recent months, are there any sectors in it that are starting to look good? Any sectors that could see some positive movement in the near future? Any recommendations in those sectors? I'm looking for growth with medium to high risk.

Thanks as always. Please deduct as many credits as appropriate.

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Read Answer Asked by K on April 17, 2018

• CareRx Corp Com (CHH)
  • Cap: $93M
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Q: What do you see for the long term future of CHH?

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Read Answer Asked by Ronald on April 17, 2018

• Booking Holdings Inc. (BKNG $5,457.86)
  • $5,457.86 P/E (TTM): 34.14X Cap: $176.88B
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Q: Your thoughts on BKNG (Booking Holdings) right now? Is it a buy despite its high share price? Thank you.

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Read Answer Asked by Ty on April 17, 2018

• Currency Exchange International Corp. (CXI $20.00)
  • $20.00 P/E (TTM): 25.55X Cap: $126M
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Q: I have held this stock (CXI) through a major drop and now a partial recovery. Is this company a good hold or should I sell at a small loss and move on? If you suggest selling, do you have another stock in the same sector that you prefer?
With appreciation,
Ed

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Read Answer Asked by Ed on April 17, 2018

• AnalytixInsight Inc. (ALY $0.04)
  • $0.04 Cap: $4M
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Q: Hi guys, could you please give me your take on aly earnings and would you be a buyer at this level. With it being small cap kept in mind.
Thank you

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Read Answer Asked by Debbie on April 17, 2018

• MATRRIX Energy Technologies Inc (MXX)
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Q: I am interested in this small drilling firm as they seem to have the advantage of a far more efficient operating day rate than the larger drilling firms while maintaining an excellent operational reliability standard (due to reliance on older, less technological drilling rigs?). What can you tell me about them. Thanks

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Read Answer Asked by Warren on April 17, 2018

• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 16.36X Cap: $70.06B
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Q: I am a retire investor and have held Transcanda for a long time as well a Pembina.
Is Transcanada still a hold or are there better stocks to own.
Thank you

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Read Answer Asked by Isabel on April 17, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Good morning. I have watched this stock for about 2 years and am impressed by the acquisitions and the stocks rising price. Is it time to pull the trigger? Can I have your perspective on fundamentals and debt before making a decision on a min 5 year hold.
Thanks david

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Read Answer Asked by David on April 17, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently owned VNR 1.9% , KWH.UN (2.5%) AND ECI(2.6%). I am thinking of increasing my weight in VNR, to 2.5%, would you be a buyer of VNR or better to increase my weight in KWH.UN or ECI?
Thanks

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Read Answer Asked on April 17, 2018

• Cisco Systems Inc. (CSCO $67.52)
  • $67.52 P/E (TTM): 27.96X Cap: $267.37B
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• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: I have done very well over the years with csu ( thanks to you) and still have about 8% in portfolio. thinking about selling half and buying csco
My thinking is csco is ready to move. good idea?

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Read Answer Asked by harry on April 17, 2018