Investment Q&A

• Amazon.com Inc. (AMZN $219.57)
  • $219.57 P/E (TTM): 33.87X Cap: $2.34T
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• Amphenol Corporation (APH $123.75)
  • $123.75 P/E (TTM): 48.21X Cap: $151.08B
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• Atlassian Corporation (TEAM $159.70)
  • $159.70 Cap: $41.89B
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Q: Please comment on the earning release of these companies.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 27, 2018

• ECN Capital Corp. (ECN $2.84)
  • $2.84 Cap: $799M
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Q: Any particular reason for the activity on Ecn

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Read Answer Asked by Roy on July 27, 2018

• Diana Shipping inc. (DSX $1.68)
  • $1.68 Cap: $194M
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Q: Peter and His Wonder Team
I realize you do not follow USA stocks. However you might be able to give a general comment. DSX just reported a good quarter and returned to profit for the first time in a very long time. The stock opened higher and then drifted lower and closed down over 5%. I am confused to the negative reaction. Is there anything on the wire? Your thoughts please!
Thank you...

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Read Answer Asked by Ernest on July 27, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.44)
  • $78.44 P/E (TTM): 17.33X Cap: $13.65B
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• Winpak Ltd. (WPK $40.78)
  • $40.78 P/E (TTM): 13.28X Cap: $2.50B
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• Richards Packaging Income Fund (RPI.UN $34.50)
  • $34.50 P/E (TTM): 17.08X Cap: $377M
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Q: What are your top 3 choices for exposure to the packaging industry? Looking at a long term hold with some growth and strong dividend. Thanks

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Read Answer Asked by Gary on July 27, 2018

• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.5X Cap: $3M
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Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

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Read Answer Asked by Doris on July 27, 2018

• Pembina Pipeline Corporation (PPL $56.27)
  • $56.27 P/E (TTM): 18.8X Cap: $32.68B
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• Algonquin Power & Utilities Corp. (AQN $7.48)
  • $7.48 Cap: $5.74B
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• Capital Power Corporation (CPX $65.35)
  • $65.35 P/E (TTM): 20.02X Cap: $10.10B
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• Freehold Royalties Ltd. (FRU $13.78)
  • $13.78 P/E (TTM): 17.96X Cap: $2.25B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

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Read Answer Asked by DANIEL on July 27, 2018

• McDonald's Corporation (MCD $303.89)
  • $303.89 P/E (TTM): 25.96X Cap: $216.85B
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• Restaurant Brands International Inc. (QSR $89.28)
  • $89.28 P/E (TTM): 24.85X Cap: $41.52B
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Q: Hi Team, based on todays results and the stock price drop should I add shares here in an RRSP?
Is the growth profile still intact.
Would you look at another Consumer Discretionary company instead of MCD. Thank-you in advance! Sam

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Read Answer Asked by sam on July 27, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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• Vitalhub Corp. (VHI $11.09)
  • $11.09 P/E (TTM): 131.53X Cap: $621M
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Q: Hello,

How similar/different are vhi and rht to one another?

Cheers,

Robert

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Read Answer Asked by Robert on July 27, 2018

• AT&T Inc. (T $28.24)
  • $28.24 P/E (TTM): 15.95X Cap: $201.92B
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• H&R Real Estate Investment Trust (HR.UN $11.25)
  • $11.25 Cap: $3.10B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Chemtrade Logistics Income Fund (CHE.UN $13.44)
  • $13.44 P/E (TTM): 12.51X Cap: $1.51B
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Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.

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Read Answer Asked by Harold on July 27, 2018

• Aimia Inc. (AIM $3.17)
  • $3.17 Cap: $290M
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Q: We have 1000 shares at issue price of $25. Thoughts on selling these here or holding?
Thanks.
Ted

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Read Answer Asked by Ted on July 27, 2018

• Aimia Inc. (AIM $3.17)
  • $3.17 Cap: $290M
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Q: Why did the AIM preferreds go up in such a disproportionate way? Thank you.

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Read Answer Asked by Kurt W on July 27, 2018

• Invesco Water Resources ETF (PHO $72.11)
  • $72.11 P/E (TTM): 28.38X Cap: $2.21B
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Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

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Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $83.78)
  • $83.78 P/E (TTM): 42.64X Cap: $16.32B
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Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

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Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $159.70)
  • $159.70 Cap: $41.89B
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• Box Inc. Class A (BOX $32.27)
  • $32.27 P/E (TTM): 26.04X Cap: $4.67B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Spotify Technology S.A. (SPOT $698.00)
  • $698.00 Cap: $142.28B
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• Rapid7 Inc. (RPD $18.75)
  • $18.75 P/E (TTM): 46.26X Cap: $1.21B
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Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis

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Read Answer Asked by Dennis on July 27, 2018

• Covalon Technologies Ltd. (COV $2.10)
  • $2.10 P/E (TTM): 26.88X Cap: $57M
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Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

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Read Answer Asked by Hue on July 27, 2018

• Apple Inc. (AAPL $254.63)
  • $254.63 P/E (TTM): 38.61X Cap: $3.77T
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• Gilead Sciences Inc. (GILD $111.00)
  • $111.00 P/E (TTM): 22.39X Cap: $137.72B
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• Garmin Ltd. (Switzerland) (GRMN $246.22)
  • $246.22 P/E (TTM): 30.31X Cap: $47.39B
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• QUALCOMM Incorporated (QCOM $166.36)
  • $166.36 P/E (TTM): 15.97X Cap: $179.50B
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• JPMorgan Chase & Co. (JPM $315.43)
  • $315.43 P/E (TTM): 16.19X Cap: $867.35B
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• McDonald's Corporation (MCD $303.89)
  • $303.89 P/E (TTM): 25.96X Cap: $216.85B
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Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

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Read Answer Asked by RUPINDER on July 27, 2018

• Peyto Exploration & Development Corp. (PEY $18.13)
  • $18.13 P/E (TTM): 11.3X Cap: $3.62B
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• Tourmaline Oil Corp. (TOU $60.02)
  • $60.02 P/E (TTM): 15.69X Cap: $22.48B
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• WSP Global Inc. (WSP $273.50)
  • $273.50 P/E (TTM): 44.06X Cap: $35.69B
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• Stantec Inc. (STN $150.09)
  • $150.09 P/E (TTM): 38.71X Cap: $17.12B
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• Aecon Group Inc. (ARE $23.82)
  • $23.82 P/E (TTM): 66.31X Cap: $1.49B
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• Birchcliff Energy Ltd. (BIR $5.73)
  • $5.73 P/E (TTM): 21.11X Cap: $1.56B
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• Black Diamond Group Limited (BDI $14.00)
  • $14.00 P/E (TTM): 27.18X Cap: $922M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

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Read Answer Asked by Denis on July 27, 2018

• Vermilion Energy Inc. (VET $10.87)
  • $10.87 Cap: $1.67B
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Q: Unsure if this was sent a few mins ago.Reportedly VET reports on July 30(opening or closing?) with estimated 0.22 EPS & $375.01m revenue.Does the results include the acquisition of SPE? 2)What are the whisper numbers,if any? 3)Is this a good time to start a position? 4)Between VET & PXT,which would you choose?Thanks for u usual great services & opinions.

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Read Answer Asked by Peter on July 27, 2018

• Constellation Software Inc. (CSU $3,777.98)
  • $3,777.98 P/E (TTM): 93.02X Cap: $80.06B
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Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

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Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $3,777.98)
  • $3,777.98 P/E (TTM): 93.02X Cap: $80.06B
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Q: Hi, could you please comment on Constellation Software earnings release. Thanks

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Read Answer Asked by rajeev on July 27, 2018