Investment Q&A

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.80B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.49B
  • View OTEX Profile
  • View Questions on OTEX

Q: Just joined and will be slowly adopting your balanced equity model portfolio.

I am heavily overweight in financial ( 25%) and energy ( 19%) and have very low exposure to tech ( 2%). Which 1 or 2 of the tech stocks currently in your portfolio/research would be best to add at this point in time. I will probably drop each by about 5% to get 10% into the tech stocks you suggest as a first move.

Upvote 0

Read Answer Asked by Tom on February 23, 2017

• Ivanhoe Mines Ltd. (IVN $11.04)
  • $11.04 P/E (TTM): 26.81X Cap: $14.91B
  • View IVN Profile
  • View Questions on IVN

Q: Hi: Any idea why IVN dropped 10% last 2 days? Thanks, fooklin

Upvote 0

Read Answer Asked by Fooklin on February 23, 2017

• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.07B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am interested in listed companies that manufacture and sell robots for warehouse use. I think this market is going to grow substantially in the next while. Can you suggest some companies that are involved in this area ?

Upvote 0

Read Answer Asked by Felix on February 23, 2017

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

Q: If I want to have cash for future purchases, what is the best way to raise cash in a portfolio of stocks? e.g. sell losers, trim profits across several stocks?

Upvote 0

Read Answer Asked by Catherine on February 23, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $61.74)
  • $61.74 P/E (TTM): 23.16X Cap: $180M
  • View ZUH Profile
  • View Questions on ZUH
• Harvest Healthcare Leaders Income ETF (HHL $7.02)
  • $7.02 P/E (TTM): 56.1X Cap: $1.37B
  • View HHL Profile
  • View Questions on HHL

Q: What is your opinion on HHL

Upvote 0

Read Answer Asked by George on February 23, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Considering the recent gains by Pho,are you still comfortable with buying at this level?

Upvote 0

Read Answer Asked by John on February 23, 2017

• Wheaton Precious Metals Corp. (WPM $135.03)
  • $135.03 P/E (TTM): 67.71X Cap: $61.29B
  • View WPM Profile
  • View Questions on WPM
• Agnico Eagle Mines Limited (AEM $185.42)
  • $185.42 P/E (TTM): 21.45X Cap: $93.21B
  • View AEM Profile
  • View Questions on AEM

Q: Hi there. I'm heavily invested in financials,tech and industrials. So far so good. I don't have any defensive stocks such as gold and silver as I tend to be more of higher risk investors. What do you recommend as far as % of position in Gold/Silver sector? Do you recommend positions in this sector regardless of where the market is?

Upvote 0

Read Answer Asked by Robert on February 23, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH
• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.44B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Good morning,
I've been hearing for a while how expensive sis is and how undervalued crh is. Can you comment. And also do you think now after the drop in sis and rise in crh that they are both buys today?
Thank you.

Upvote 0

Read Answer Asked by Debbie on February 23, 2017

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

Q: OCLR dropped 11 percent yesterday on a rumour it may lose ZTE as a client. Is this a buying opportunity or is the risk higher on this name now?

Upvote 0

Read Answer Asked by Carla on February 23, 2017

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA

Q: What's up with NVDA?

Upvote 0

Read Answer Asked by Elaine or Gerry on February 23, 2017

• Westlake Corporation (WLK $83.08)
  • $83.08 P/E (TTM): 25.5X Cap: $10.65B
  • View WLK Profile
  • View Questions on WLK

Q: Westlake Chemical (WLK) seems to be in an upswing from the middle of 2016. Can you please let me know your thoughts on this company and if you feel it would be a good buy for a 1-2 year time frame.

Upvote 0

Read Answer Asked by micheal on February 23, 2017

• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $254M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: I love investing in dividend growers, would you consider exco technologies, xtc. And sylogist, syz. Good dividend growers over about a seven year period, and can u give me two others that can consistently grow their dividends over the same period, iam more interested in small caps, thanks?

Upvote 0

Read Answer Asked by Pat on February 23, 2017

• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: What do you think and recommend about Caldus CBL T Thanks

Upvote 0

Read Answer Asked by Deborah on February 23, 2017

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 17.44X Cap: $7.95B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: Is this a good time to buy cpx

Upvote 0

Read Answer Asked by Robert on February 23, 2017

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 17.44X Cap: $7.95B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: Can you give me your opinion on CPX recent earnings?

Comment on the plant purchases they made.

Do you believe spot price for electricity in Alberta will go up from current (no pun intended :) 23$ per mWh?

I have held this stock for over 5 years but it has been much more volatile than say a Fortis utility.

I wonder if they have turned the corner in terms of volatility.

Thank you for your helpful comments.

Best regards
Stephane

Upvote 0

Read Answer Asked by Stephane on February 23, 2017

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

Q: Small caps REALLY seem to be moving, many which I own from your growth portfolio. For example, PLI, IRD, PHO, CRH, ECN, TNC, GUD, SVI, and ITC. Is it the individual stories for each stock that is pushing prices up, or do you see a larger rotation into small caps? Do you feel their is still value in the names above and in small caps in general?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on February 23, 2017

• Suncor Energy Inc. (SU $54.05)
  • $54.05 P/E (TTM): 10.88X Cap: $66.34B
  • View SU Profile
  • View Questions on SU

Q: is this a good time to buy Suncor

Upvote 0

Read Answer Asked by Robert on February 23, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: just noticed that on US stock exchange toy went up only 2% while it climbed 10% in canada yesterday. Is this a good opportunity to buy on the Us side this morning ? Or will it not follow the canadian price ?
went up 23 to 23.5US and 30 to 33 CDN

Thanks as always

Upvote 0

Read Answer Asked by Denis on February 23, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I'd like to add my two cents too..
The g&m reported on the weekend that the founders of TOY recently made a $250k donation to the summer camp where they met and later became councillors. Liking' this story more and more...

Upvote 0

Read Answer Asked by Kat on February 23, 2017

• Stantec Inc. (STN $153.24)
  • $153.24 P/E (TTM): 44.75X Cap: $17.47B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Did year end and Q4 results meet forecasted expectations?

Upvote 0

Read Answer Asked by Geoffrey on February 23, 2017