Investment Q&A

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $67M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Good day team,
I currently have enough dough in my tfsa to add one high risk/high reward position. Could you list a few companies that meet this criteria? Is there a small cap company in Canada currently that you find extremely compelling?
Cheers

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Read Answer Asked by Seamus on October 05, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?

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Read Answer Asked by Joseph on October 05, 2018

• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: Hi Peter, your thoughts on this co. ?? Time to move on . Thanks. Alnoor

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Read Answer Asked by Alnoor on October 05, 2018

• NIC Inc. (EGOV $34.00)
  • $34.00 P/E (TTM): 26.24X Cap: $2.28B
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Q: Would you have any interest in this U.S. company at this time? I like the customer and it looks cheap. THANKS

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Read Answer Asked by John on October 05, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: As a "speculative" addition to my portfolio, your opinion please of Alcanna. It would be a small position - Thanks

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Read Answer Asked by Ron on October 05, 2018

• S&P 500 (SPX)
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Q: How far are we to a tipping point in equities with the us T-Bills moving up.

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Read Answer Asked by George on October 05, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, I recently sold MFI. Thinking about BYD.UN as a replacement in the sector unless you recommend anything else in US or Canada. Currently have PBH, ATD.B, and COST.
Thank you

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Read Answer Asked by Brent on October 05, 2018

• Miscellaneous (MISC)
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Q: I seem to not be able to find your News Update (update referred to in a question from Tom on 3 Oct). I am often puzzled about where to find them. Plse direct me.

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Read Answer Asked by Bob on October 05, 2018

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $90.93)
  • $90.93 P/E (TTM): 27.96X Cap: $1.12B
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Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

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Read Answer Asked by Rossana on October 05, 2018

• Miscellaneous (MISC)
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Q: Hello 5i.
In assessing companies you mention ROA, ROE and ROC. Aside from these would it be beneficial to compare ROC (sic. ROIC) with WACC? If WACC is more than ROIC and the company is shedding unprofitable assets, then would there be a case for still seeing that company in a favourable light?
Thank you
Stanley

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Read Answer Asked by STANLEY on October 05, 2018

• Miscellaneous (MISC)
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Q: Is there a free site that provides information about moeny moving into and out of various sectors. (Sector rotation)

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Read Answer Asked by Kyle on October 05, 2018

• Akumin Inc. (AKU.U $2.90)
  • $2.90 P/E (TTM): 58.0X Cap: $259M
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Q: https://thestockboys.com/2018/09/28/akumin-the-acquisition-screener/
this article made me somewhat intrigued with akumin. with such a long runway for growth by acquisition, whats your thoughts on it?

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Read Answer Asked by matthew on October 05, 2018

• WisdomTree Japan Hedged Equity Fund (DXJ $119.23)
  • $119.23 P/E (TTM): 7.8X Cap: $3.59B
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• iShares MSCI Japan ETF (EWJ $75.03)
  • $75.03 Cap: $15.49B
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Q: Is it a good time to add exposure to Japan through an ETF? Wisdom Tree has two JAPN and JAPN.B, what is their reputation and the liquidity? Does the currency (Yen) have upside? I am thinking of the unhedged version. Your thoughts on Japan and the preferred ETF. THX

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Read Answer Asked by Rick on October 05, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.37)
  • $77.37 P/E (TTM): 16.21X Cap: $13.46B
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Q: I have a question about CCL.B - I know you have answered questions on this one but given the current price action (looks like strong support here in the $54 - $55) can you elaborate on who is there competition is in the space and they losing or taking market share given packing labels are moving to more self-less cashier stores? Thank you

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Read Answer Asked by Aubrey on October 05, 2018

• Growth Portfolio (Growth)
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Q: I have about 100k in invest in a non registered account. Would like your recommendations on 10 small cap companies. Looking for growth companies for the next 5 to 10 years. Thanks

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Read Answer Asked by David on October 05, 2018

• S&P/TSX Composite Index (TSX $27,570.08)
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Q: Generally, if you took out the rise of pot stocks from the TSX year to date, where would the bourse be at today?

15,800 maybe? Or is the sector not that influential yet?

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Read Answer Asked by Kelly on October 05, 2018

• Manulife Financial Corporation (MFC $42.42)
  • $42.42 P/E (TTM): 15.86X Cap: $72.40B
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Q: A comment on the lawsuit. I am a lawyer who does lot of work for banks and I pay attention to court rulings that effect them. If Manulife has to appeal any adverse ruling to the Supreme Court of Canada, Manulife is very likely to win this case. The Supreme Court has demonstrated in other cases that it will try to accommodate the daily business of financial institutions. For those who care about such things look at the recent case of Royal Bank vs. Trang.

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Read Answer Asked by Murray on October 05, 2018

• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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Q: Good Morning
MG had been grinding higher from Jan 2016 to about May 2018. It then dropped, presumably on NAFTA concerns. Now that this is somewhat resolved I would have thought tjat it would have had a bigger pop. Is this a good time to buy the stock or is there something else going on?
Thanks for your advice.
Ian

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Read Answer Asked by Ian on October 05, 2018

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Home Capital has been going sideways for the last 6 months. Could I have your opinion on its likely performance in a slowly rising interest rate environment? Hold or sell? Thank you.

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Read Answer Asked by Stefan on October 05, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: is it ok to hold DRG.UN long term even with rising interest rates? Is dividend safe? Thank you.

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Read Answer Asked by Francis on October 05, 2018