Investment Q&A

• Black Diamond Group Limited (BDI $11.68)
  • $11.68 P/E (TTM): 24.33X Cap: $715M
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Q: Hello %I team
What would be your take away from the deal made by Black Diamond Group purchasing the Britco rental assets for 41mil? Net positive or Negative, perhaps somewhere in the grey area? Thank you for your insight and please ignore this question if it has already been posted by another member.

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Read Answer Asked by Jeremy on March 07, 2017

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: For portfolio weighting purposes, would Tricon now best be considered to be in the REIT sector rather than in the Financial sector

Appreciate the insight.

Paul F.

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Read Answer Asked by Paul on March 07, 2017

• Cognex Corporation (CGNX $40.47)
  • $40.47 P/E (TTM): 59.51X Cap: $6.79B
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Q: I know that u.s. stocks are not part of you preview but I thought asking about this company may spark some interest as it looks to be a part of the new manufacturing processes and may have some good upside that shows on its five year chart...thanks

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Read Answer Asked by gene on March 07, 2017

• Miscellaneous (MISC)
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Q: If Graham goes to the Barrons website (barrons.com)and searches Telstra ADR there are some recent articles re Telstra that may assist in his decision.

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Read Answer Asked by Gail on March 07, 2017

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: Would you switch from KXS to CSU at this time?

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Read Answer Asked by John on March 07, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi Peter, Ryan and team,

Earlier today I read the following report about insider selling at CRH.

"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."

Should investors be concerned about this insider selling within a short period?

Thanks for your insight on this issue!

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Read Answer Asked by Michel L on March 07, 2017

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: I'm a little surprised at the market's reaction to Savaria's earnings. They missed on earnings, and yet the stock is up 8% in trading. Several analysts had been saying the stock was already fully or even overpriced, so I would have expected a retreat here. What am I missing?

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Read Answer Asked by John on March 07, 2017

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Could you please comment on the recent SIS numbers and should I add to my position. I am currently at 2% weighting.

Many thanks

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Read Answer Asked by Bill on March 07, 2017

• Miscellaneous (MISC)
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Q: Hi, purely in terms of relative security of the dividend among these high dividend payers could you please rank in order VSN, KWH, ALA, ENF, RNW, IPL, INE.PR.C. Thanks.

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Read Answer Asked by Gary on March 07, 2017

• Western Forest Products Inc. (WEF $13.19)
  • $13.19 Cap: $139M
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Q: Why is WEF so cheap compared to its other canadian peers (WFT,CFP,etc)? I realize size could be a factor but it's actually not all that much smaller.

WEF has a much higher yield, a cleaner balance sheet, and trades sub 10x p/e vs peers at 15x. What am I missing?

Thanks

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Read Answer Asked by Scott on March 07, 2017

• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.25X Cap: $2.22B
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Q: Could you please comment on the recent results from Baytex. Thanks.

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Read Answer Asked by Donald on March 07, 2017

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.50)
  • $46.50 P/E (TTM): 17.17X Cap: $24.85B
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• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: I asked this question yesterday but you did not include Telus in you reply. Could you let me know your opinion of this company.
Thanks

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Read Answer Asked by Bruce on March 07, 2017

• Element Fleet Management Corp. (EFN $35.99)
  • $35.99 P/E (TTM): 27.37X Cap: $14.55B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Hi guys.

I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?

Thanks,

Scott

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Read Answer Asked by Scott on March 07, 2017

• Ceapro Inc. (CZO $0.23)
  • $0.23 Cap: $17M
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Q: Morning 5i Team: Are you aware of any new developments with CZO over the past few weeks? Thanks. Stan.

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Read Answer Asked by Stan on March 07, 2017

• NXT Energy Solutions Inc. (SFD $0.87)
  • $0.87 Cap: $69M
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Q: Good Morning

I have owned this stock for years and I think I am emotionally involved with it as I am reluctant to sell it. I do like the concept of airborne surveys but there are over 53 million shares outstanding. This of course is in my risk portfolio. I am trying to make the decision to sell and thinking of replacing it with ITC or PHO. Need your assisstance to convince me to sell and which of the two would you replace it with?

W

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Read Answer Asked by Wayne on March 07, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Can you please comment on their results. Thanks

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Read Answer Asked by Imtiaz on March 07, 2017

• BlackBerry Limited (BB $4.95)
  • $4.95 Cap: $2.95B
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Q: Peter and His Wonder Team
Jim Mackey Ex.V.P. at Blackberry quietly left the company in Feb. after 3.5 years on the job. What should we make of this? Is this a serious blow to the company or is Mr.Chen capable of attracting an equally talented person. I realize there could be numerous reasons... including his pessimism going forward. On the other hand he may be just burned out after working hard and doing a good job and wants a change. Have you heard anything. In other words should an investor be overly concerned and run for the exit...which is what some did today?
Thanks for your always valuable knowledge!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on March 07, 2017

• Ambarella Inc. (AMBA $63.74)
  • $63.74 Cap: $2.86B
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Q: Hi Peter & Team,

Can I have your thoughts on Ambarella Inc? I recently read an article that suggested it's a good alternative to a Snap investment. It looks to be profitable at currently levels and trading at a much more reasonable multiple.

Thanks,
Jordan

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Read Answer Asked by Jordan on March 07, 2017

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Has insider ownership of Savaria changed since your July 11 2016 research report ?

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Read Answer Asked by Robert on March 07, 2017

• Miscellaneous (MISC)
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Q: Telstra is an Australian telcom, not sure if you can help me with this. I have held it for several years and like the 5% dividend but my IA keeps wanting me to sell. I notice all his buy recommendations are funds or ETF's. What do you think of Telstra?

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Read Answer Asked by Graham on March 07, 2017