Investment Q&A

• Brinker International Inc. (EAT $151.97)
  • $151.97 P/E (TTM): 21.02X Cap: $6.75B
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Q: What are your thoughts on Brinker International Inc (EAT).
I purchased this recently and it has a good run up in the short time I have owned it. Should I continue to hold. My concern is that revenue growth seems to be flat but earnings growth good. Usually this is unsustainable over the longer term.
Thank you for your service. I learned about Brinker (high ROE) from an earlier question posted on July 25.

Stephen

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Read Answer Asked by J Stephen on August 30, 2016

• Miscellaneous (MISC)
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Q: What is the best way to invest in GICS? $200,000 proceeds to be withdrawn over four years at $50,000 annually. So $50,000 in one, two, and three year terms. It looks like Oaken Financial offers the best rates in Alberta. Or is there a better alternative that provides the safety of a GIC?

Thanks,
Hal

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Read Answer Asked by Hal on August 30, 2016

• Gilead Sciences Inc. (GILD $119.41)
  • $119.41 P/E (TTM): 25.09X Cap: $148.16B
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Q: I own some GILD and am looking to add to it due to its drop in share price which I can't seem to pinpoint why. Do you believe this is a stock to be adding to, (assuming weighting is still in line). If not, any other recommendations for US value stocks (any sector)
Thanks as always

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Read Answer Asked by Jim on August 30, 2016

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Hello,

Would NYX be a good replacement for Amaya, for more growth.

Thanks

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Read Answer Asked by Marios on August 30, 2016

• Tourmaline Oil Corp. (TOU $57.97)
  • $57.97 P/E (TTM): 14.49X Cap: $21.69B
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Q: I noticed it has been moving quite a bit in last week. Any news for this or is it just a good stock in the oil industry.Do you know if any strikes have been made in their drilling.Tks 5i

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Read Answer Asked by Guy on August 30, 2016

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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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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Q: would you move from Canadian Western to Home Capital?? Thanks Jim

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Read Answer Asked by jim on August 30, 2016

• Sirius XM Canada Holdings Inc. Class A Subordinate Voting Shares (XSR $4.49)
  • $4.49 P/E (TTM): 11.2X
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Q: My site did not confirm that this was sent,so here again.Original take out offer was $4.50.Now increase in SIRI share proration,the value is $4.83.Do not understand(may include some share of SIRI),so please explain.Meeting to vote on Aug 30,10am ET & appears offer will succeed as the 2 major shareholders endorse & no other offer to date despite a number of dissidents as per BNN.I just want cash even though my purchase price was higher @ $7 plus.Please advise me what to do & provide a stock as replacement.Always appreciate your usual great advices & services

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Read Answer Asked by Peter on August 30, 2016

• Concordia Healthcare (CXR)
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• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 11.62X Cap: $18.39B
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Q: All things being equal, would you rather sell AVO or CXR right now and why?

Thank you.

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Read Answer Asked by Max on August 30, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Could you please give your thoughts on NYX Gaming's 1/4ly report.
Thanks

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Read Answer Asked by Greg on August 29, 2016

• Miscellaneous (MISC)
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Q: (MISC)Covered Call ? of Aug 29/16 Asked by Linda:

Go to Google advanced search, Youtube.com, www.torontopubliclibrary.ca, Amazon.com, or Chapters.com etc and search on 'covered calls'. Also, Richard Croft and Lawrence McMillan have written books and articles on options.

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Read Answer Asked by Russ on August 29, 2016

• Ivanhoe Mines Ltd. (IVN $11.65)
  • $11.65 P/E (TTM): 29.33X Cap: $15.74B
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Q: Major move up this morning on news of a takeover possibilty. Sell or hold?

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Read Answer Asked by Kurt W on August 29, 2016

Q: I noticed that you failed to mention PPY twice when asked for gas stock recommendations. I doubt that it is because you no longer like it. PPY has outperformed while PEY has lagged. Do you think a switch is in order of all or part of my PPY holdings?

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Read Answer Asked by Gerald on August 29, 2016

• High Arctic Energy Services Inc. (HWO $0.84)
  • $0.84 Cap: $10M
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Q: What is your opinion on their acquisition of Tervita's production services division and the retirement of Tim Braun?

Thank you

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Read Answer Asked by George on August 29, 2016

• High Arctic Energy Services Inc. (HWO $0.84)
  • $0.84 Cap: $10M
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Q: What is your opinion on today's announcement of the acquisition of Tervita. Thanks for your time and expertise as always.

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Read Answer Asked by Peter on August 29, 2016

• Nordex Explosives Ltd. (NXX $0.25)
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Q: Do you know the ststus of this company? Is it being taken over and if there is any value in this company?

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Read Answer Asked by Darryl on August 29, 2016

• Pattern Energy Group Inc. (PEGI $26.74)
  • $26.74 Cap: $2.62B
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Q: I saw your recent response indicating this was ok for income. In looking at this company it appears to be US based (even though it does trade in Toronto)..so if we are using a non-registered account the dividends would not be eligible for the dividend tax credit and the investment would be considered foreign for reporting purposes...perhaps one of your members that has received dividends could confirm this? thanks!

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Read Answer Asked by Ed on August 29, 2016

• Cequence Energy Ltd. (CQE $0.15)
  • $0.15 Cap: $6M
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Q: What are your thoughts on this junior natural gas play? Is the CPP still involved with them? Do you think they will survive this downturn?

DON

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Read Answer Asked by Donald on August 29, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.84X Cap: $784M
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Q: Of course, nobody knows the future, but anyway what is the future in the next year or longer for DH Corp. good or bad? Are the short sellers going to keep the stock price down for the next or longer? In addition, is there too much competition to help their margins grow in the future?

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Read Answer Asked by Herbert on August 29, 2016

• Miscellaneous (MISC)
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Q: Hi
Assuming a $55 oil (WTI) price by 2017 and $65 by 2018.
Could you please provide some names in the energy sector that are likely to have accelerated up side and have an OK balance sheet.
sub sectors of :
1 oil
2 NG
3 drillers and service

thanks
Yossi

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Read Answer Asked by JOSEPH on August 29, 2016

• Sun Life Financial Inc. (SLF $77.85)
  • $77.85 P/E (TTM): 14.23X Cap: $44.24B
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• Power Corporation of Canada Subordinate Voting Shares (POW $57.60)
  • $57.60 P/E (TTM): 13.85X Cap: $36.97B
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• WSP Global Inc. (WSP $280.00)
  • $280.00 P/E (TTM): 51.13X Cap: $36.53B
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• Stantec Inc. (STN $150.74)
  • $150.74 P/E (TTM): 45.0X Cap: $17.19B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.42)
  • $41.42 P/E (TTM): 504.0X Cap: $27.11B
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.79)
  • $15.79 P/E (TTM): 29.82X Cap: $1.47B
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• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.

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Read Answer Asked by STEVE on August 29, 2016