Investment Q&A

• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.82B
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Q: Could you share your thoughts on Earnings Report. Adjusted earnings +5.7% and debt repayment looked positive. Now a 99% regulated utility, is this a good thing in your opinion?

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Read Answer Asked by Ted on May 03, 2019

• Garmin Ltd. (Switzerland) (GRMN $228.25)
  • $228.25 P/E (TTM): 29.71X Cap: $43.93B
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Q: Hello Peter,
Could you give your opinion on Garmin. It is taking a hit today. The stock is a bit expensive. The quarterly results were marginally better and the company maintained its guidance. However the stock has been in a decline past few weeks. Is it time to cash in the profits?

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Read Answer Asked by Rajiv on May 03, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $215.63)
  • $215.63 P/E (TTM): 53.26X Cap: $10.85B
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• MEG Energy Corp. (MEG $26.15)
  • $26.15 P/E (TTM): 5.95X Cap: $6.65B
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• Kelt Exploration Ltd. (KEL $6.98)
  • $6.98 P/E (TTM): 28.72X Cap: $1.38B
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Q: Hi group appreciate your comments on energy I recently bought Kelt + Meg (ahead of earnings) both stocks almost instantly dropped 10% +> what's you thoughts on these two buy sell or hold (earnings just starting on energy companies and they are expected to be positive for most part. Also comment on on Cigi the quarterly results were not well received and the stock has been hit accordingly- sell or continue to hold - deduct credits accordingly and thanks for your help

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Read Answer Asked by Terence on May 03, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.94)
  • $43.94 P/E (TTM): 62.47X Cap: $7.21B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.77)
  • $11.77 P/E (TTM): 26.77X Cap: $3.44B
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Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree

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Read Answer Asked by Desiree on May 03, 2019

• Intuitive Surgical Inc. (ISRG $477.00)
  • $477.00 P/E (TTM): 70.77X Cap: $170.99B
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• ResMed Inc. (RMD $285.00)
  • $285.00 P/E (TTM): 32.75X Cap: $41.80B
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Q: Hello, your thoughts on these companies going forward?

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Read Answer Asked by deon on May 03, 2019

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 7.06X Cap: $6.03B
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Q: Peter; Your thoughts on the WCP earnings- would you add to a position? Thanks. Rod

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Read Answer Asked by Rodney on May 03, 2019

• North American Construction Group Ltd. (NOA $20.18)
  • $20.18 P/E (TTM): 15.85X Cap: $561M
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Q: North American Construction Group (NOA.TO) advised that its Q1 profit fell by 35% on higher expenses and depreciation while revenue rose 63% to $186.4 million Net income fell to $7.18 million, or $0.25 per share, compared to a profit of $11.13 million, or $0.36, in the first quarter of 2018. Adjusted earnings per share dropped to $0.52 from $0.55.

How would you rate the results as the oil sands are a key component of its success?

Thank you for your insight.

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Read Answer Asked by Martin on May 03, 2019

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Good morning, Peter, Ryan & Co.
With only Canadian stocks in my portfolio I am looking to make an investment in a couple of ETsF. Would you please recommend an ETFs that would start to diversify my holdings?
Also, what can I do with any MAXR shares?
With appreciation,
Ed

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Read Answer Asked by Ed on May 03, 2019

• Methanex Corporation (MX $46.31)
  • $46.31 P/E (TTM): 11.2X Cap: $3.12B
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Q: MX down sharply today. Something wrong or buying opportunity?

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Read Answer Asked by David on May 02, 2019

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $3.07B
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Q: Thinking of buying gsy before E next wed.or would u wait till after or partial now.
tnx u

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Read Answer Asked by tom on May 02, 2019

• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.47X Cap: $2.27T
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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: What makes Shopify , 3 yr. gain 800%, 1 yr gain 75%, Amazon 3 yr. gain 180%, 1 yr gain 20%. Is the market telling us that Shop is a more valuable co. than Amazon? I just don't see how you can you can compare the two, at this growth Shop will be larger than Amazon in 3 yrs.

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Read Answer Asked by eugene on May 02, 2019

Q: With the crazy opening for Beyond Meat BYND on this IPO what would be the maximum price you would buy at? I am thinking long term due to trends in this industry picking up steam.

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Read Answer Asked by Kolbi on May 02, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
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Q: What do you think the growth potential is for New Flyer going forward 1 year as it has dropped by almost 50% from May 2018. Would also appreciate your comments regarding West Fraser Timber as I have a small investment in the company.
Thank you.

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Read Answer Asked by Don on May 02, 2019

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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Q: Is the drop of vet only a manifestation of lower oil price ?
Thanks.
gaston.

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Read Answer Asked by Gaston on May 02, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Good Morning,

Would you have any interest in buying RHT at these levels now for a TFSA? Completely understand the risks at this point.

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Read Answer Asked by Darby on May 02, 2019

• Parkland Corporation (PKI $39.14)
  • $39.14 P/E (TTM): 34.62X Cap: $6.82B
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Q: After an initial bump this morning, Parkland is about at yesterday's close. Q1 seemed very good on several metrics. Do you think investors are concerned about the revenue miss?

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Read Answer Asked by sandy on May 02, 2019

• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.49B
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Q: i think their earnings announcement was quite good, would you add to a position .
relative to kinaxis and some other tech companies i think it is quite cheap. do you agree. dave

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Read Answer Asked by david on May 02, 2019

• Miscellaneous (MISC)
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Q: Would you please give me an assessment of Robo advisors -in particular ,Wealthsimple.

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Read Answer Asked by M Anne on May 02, 2019

• Parkland Corporation (PKI $39.14)
  • $39.14 P/E (TTM): 34.62X Cap: $6.82B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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Q: Disregarding everything else, which of these two companies would have more growth, and which is safer over a two-five year period, thanks

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Read Answer Asked by Pat on May 02, 2019

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $253.80B
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• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $173.16B
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• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.44B
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• BCE Inc. (BCE $32.45)
  • $32.45 P/E (TTM): 77.45X Cap: $29.91B
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• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $140.39B
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• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 16.36X Cap: $70.06B
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• Canadian Pacific Kansas City Limited (CP $103.42)
  • $103.42 P/E (TTM): 22.4X Cap: $96.50B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.38)
  • $46.38 P/E (TTM): 17.17X Cap: $24.78B
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• TELUS Corporation (T $21.76)
  • $21.76 P/E (TTM): 27.27X Cap: $32.94B
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• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.82B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.37)
  • $77.37 P/E (TTM): 16.21X Cap: $13.67B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.67)
  • $38.67 P/E (TTM): 26.56X Cap: $10.51B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.49B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• Waste Connections Inc. (WCN $257.58)
  • $257.58 P/E (TTM): 75.8X Cap: $66.46B
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Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?

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Read Answer Asked by Dorothy on May 02, 2019