Investment Q&A

• Toscana Energy Income Corporation (TEI)
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Q: Nobody talks about this Sprott company. No analyst covers it. Very thinly traded.
Is it cheaper or more expensive than other energy company? Is it more in oil or gas? How is management?
Is the debenture safe? Yields 6.75 on par but trades at about 71. Giving effective yield of 9.4% and almost 30% with capital gain with maturity at 6/30/2018.

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Read Answer Asked by Kevin on August 05, 2016

• Parkland Corporation (PKI)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: I own both of these in my TFSA. I think of them as different because ATD is international with a focus on gas sales while PKI is Canadian and has propane distribution along with its gas. However, given your comments on BNN last night, should I consider them more as similar companies and combine my investments when calculating my portfolio exposure?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on August 04, 2016

• NFI Group Inc. (NFI)
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• Parkland Corporation (PKI)
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• Kinaxis Inc. (KXS)
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Q: Hi Peter and 5i Team.

I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.

Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)

Thanks,

Scott

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Read Answer Asked by Scott on August 04, 2016

• Inter Pipeline Ltd. (IPL)
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Q: May I have your analysis of IPL's quarterly earnings. Thank you.

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Read Answer Asked by Brian on August 04, 2016

• Concordia Healthcare (CXR)
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• Liminal BioSciences Inc. (LMNL)
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• Knight Therapeutics Inc. (GUD)
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Q: I would like to increase my investment in the Canadian health care sector. I am looking for yield. What are your top recommendations? I already have enough Sienna (SIA) and Chartwell (CSH.UN). Pharmaceuticals and laboratories interest me.

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Read Answer Asked by Carl on August 04, 2016

• First Capital Realty Inc. (FCR)
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Q: Hello team, Has anything change in your outlook for FCR (dated July 29) after their Q2 results?
Thanks,
Silvia

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Read Answer Asked by Silvia on August 04, 2016

• Savaria Corporation (SIS)
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Q: Savaria reports next week what do you expect their earnings to be like. Is this a good time to buy or should I wait till after earnings. thanks

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Read Answer Asked by don on August 04, 2016

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: STN down 5%, WSP up 5% - were their respective quarterly reports that bad and that good? Is it an opportunity to buy STN and sell WSP, or perhaps the reverse? What is your favorite between these companies now that their prices have had big changes today?

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Read Answer Asked by David on August 04, 2016

• Stantec Inc. (STN)
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Q: Good morning,
Great appearance on Market Call yesterday!
Stantec's earnings. Any red flags I can't see in the press release? Today might be a good day to start a half position for a long term holding ... Your comments please ...
Thank you!

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Read Answer Asked by Rod on August 04, 2016

• Inspira Financial Inc. (LND)
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Q: Inspira just reported and initiated a 5.5% dividend. This was a shock.
What do you think?
Thanks.

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Read Answer Asked by Steven on August 04, 2016

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: I have a 5% position in WSP and 2% in BOS and Im looking to add some industrial exposure. Would you add STN (has pulled back after today's quarterly results) or something else? Thanks, Neil

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Read Answer Asked by Neil on August 04, 2016

• Cascadia Minerals Ltd. (CAM)
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Q: Hi Team,
Following Canam last quarterly results or what look like a possible exit (or at least major repositioning) from the "Heavy Structural" Market and after the significant drop in the share price today in addition to the drop since the 32 millions hit announcement, it seems to me a good buying point to initiate a small position at the moment, what is your opinion towards taking a position in the company.

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Read Answer Asked by Michel on August 04, 2016

• Gibson Energy Inc. (GEI)
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• Veresen Inc. (VSN)
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Q: How would you compare VSN and Gei going forward ?

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Read Answer Asked by terrance on August 04, 2016

• Tier One Capital LP (TLP.UN)
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Q: Hi Peter and Ryan,

Was wondering if you could comment on Tier 1 Capital LP. Very small company, but was curious about your thoughts on the company's performance and the management team.

Thanks again.

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Read Answer Asked by Aaron on August 04, 2016

• Amerigo Resources Ltd. (ARG)
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Q: Could I have your outlook on Amerigo Resources / ARG on TSX.

I would like to average down to recover losses.

Thank you.

Albert

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Read Answer Asked by ALBERT on August 04, 2016

• Nemaska Lithium Inc. (NMX)
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• FMC Corporation (FMC)
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• Albemarle Corporation (ALB)
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Q: In general, what do you think of the lithium space going forward and is there a particular company, Canada or US that you see as opportunistic.
Thanks
Guy R.

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Read Answer Asked by Guy R. on August 04, 2016

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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Q: Any thoughts on Stingray's results and dividend increase? Thanks

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Read Answer Asked by David on August 04, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi, Could you please comment on CCL earnings. Thanks

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Read Answer Asked by rajeev on August 04, 2016

• Covalon Technologies Ltd. (COV)
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Q: Can you please comment on the recent Saudi contract win. And the company now, in general.

Thanks

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Read Answer Asked by Scott on August 04, 2016

• BLVD Centres Corporation (BLVD)
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Q: Hi Guys,

The latest financials came out as fairly decent however CXV has now lost another member of senior management. What do you make of all the uncertainty that follows this company in terms of leadership? I am well underwater in this company and would like to know what your thoughts are regarding continuing to hold this stock? Is it worth the wait or should I pursue other opportunities?

Joel

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Read Answer Asked by Joel on August 04, 2016