Investment Q&A

• Alphabet Inc. (GOOG $281.78)
  • $281.78 P/E (TTM): 29.34X Cap: $3.40T
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• NVIDIA Corporation (NVDA $203.84)
  • $203.84 P/E (TTM): 58.99X Cap: $4.93T
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• Box Inc. Class A (BOX $31.99)
  • $31.99 P/E (TTM): 25.54X Cap: $4.61B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle

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Read Answer Asked by Lyle on August 13, 2018

• Algonquin Power & Utilities Corp. (AQN $7.82)
  • $7.82 Cap: $5.99B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Hello, if you had to choose just one company between AQN and VNR today, which one would you recommend and why? Thanks, Gervais

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Read Answer Asked by Gervais on August 13, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What is your take on the quarter, not exciting.... does it warrant the price drop this morning?

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Read Answer Asked by fwb181 on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.77)
  • $95.77 P/E (TTM): 45.58X Cap: $4.26B
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Q: pbh reporting soon, and has had weak earnings last 3 quarters, do you think it would be better to wait for earnings to come out to buy, or buy on this pre earnings dip?

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Read Answer Asked by matty on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Just before market close on Aug 10,TSGI announced partnership with Mount Airy Casino resort to start online sports wagering in Pennsylvana.Your take please.Also your comment on Q results which will be released premarket Aug 13.Appreciate u usual great services & views

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Read Answer Asked by Peter on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Good day, thoughts on the latest financial release? Cheers

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Read Answer Asked by Seamus on August 13, 2018

• TFI International Inc. (TFII $125.41)
  • $125.41 P/E (TTM): 20.51X Cap: $10.13B
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Q: Morning,
I'm currently up 45% in a RRSP account on TFII. It has become a 7% weighting. Take some profits or ?. Im a long term type investor. What do you think of the company going forward.? Thanks for all the great insights and advice.

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Read Answer Asked by Darby on August 13, 2018

• Constellation Software Inc. (CSU $3,661.46)
  • $3,661.46 P/E (TTM): 84.2X Cap: $76.01B
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• Kinaxis Inc. (KXS $168.38)
  • $168.38 P/E (TTM): 141.19X Cap: $4.76B
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Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

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Read Answer Asked by Joseph on August 13, 2018

• Medical Facilities Corporation (DR $14.55)
  • $14.55 P/E (TTM): 3.01X Cap: $274M
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Q: The quarterly report was released on Friday morning but I don't see any questions about their results so I will ask. The results looked good with the exception of foreign exchange. Is that correct?

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Read Answer Asked by richard on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT $51.07)
  • $51.07 Cap: $9.06B
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• Mackenzie Floating Rate Income ETF (MFT $16.29)
  • $16.29 P/E (TTM): 54.92X Cap: $442M
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Q: Can you tell me what would be a similar/equivalent ETF
in the US?

thanks

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Read Answer Asked by kelly on August 13, 2018

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.83)
  • $5.83 Cap: $118M
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• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Hi, do you view tidewater as a buy at current levels? I’d be looking long term, my only other resource/pipeline is Enbridge which has done well since buying at $40.

What do you think about freshii, it’s bouncing off all time lows but it’s quarter seemed to turn in the right direction.

Thanks

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Read Answer Asked by david on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.77)
  • $95.77 P/E (TTM): 45.58X Cap: $4.26B
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Q: Something rancid?
Although 2nd Q earnings are not yet published the share price has dropped from $113.42 on July 13 to $98.90
Do you think there was a disappointing earnings leak?

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Read Answer Asked by Terry on August 13, 2018

• Parex Resources Inc. (PXT $17.81)
  • $17.81 P/E (TTM): 10.41X Cap: $1.73B
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Q: What is happening to PXT? Buy more, or sell? This is one of my only 2 oil holdings. My energy exposure is very limited. Risk is not an issue for me.

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Read Answer Asked by Ford on August 13, 2018

• Miscellaneous (MISC)
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Q: How do you expect markets will react if the Democrats take control of both houses in the upcoming elections?

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Read Answer Asked by Terry on August 13, 2018

• Stryker Corporation (SYK $356.53)
  • $356.53 P/E (TTM): 48.95X Cap: $141.06B
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• Savaria Corporation (SIS $22.01)
  • $22.01 P/E (TTM): 28.34X Cap: $1.56B
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Q: Could you name any other publicly traded companies in North America or Europe that are competitors to SIS?

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Read Answer Asked by Terry on August 13, 2018

• Constellation Software Inc. (CSU $3,661.46)
  • $3,661.46 P/E (TTM): 84.2X Cap: $76.01B
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• Dollarama Inc. (DOL $183.25)
  • $183.25 P/E (TTM): 39.89X Cap: $50.05B
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• NFI Group Inc. (NFI $14.07)
  • $14.07 Cap: $1.65B
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• Premium Brands Holdings Corporation (PBH $95.77)
  • $95.77 P/E (TTM): 45.58X Cap: $4.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $241.53)
  • $241.53 P/E (TTM): 100.1X Cap: $315.68B
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Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment

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Read Answer Asked by Terry on August 13, 2018

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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Q: Can I have your comments on this stock for the latest quarter?

Tnx.

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Read Answer Asked by Jacques on August 13, 2018

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Please give us your updated opinion on RNW. Thanks

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Read Answer Asked by Douglas on August 13, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Please comment on Q results released post market Aug 10.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 13, 2018

• Ianthus Capital Holdings Inc. (IAN)
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Q: Hey Guys,
I wonder what you think of this company?
Would you invest today or is it too speculative.
Thank you,
John.

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Read Answer Asked by John on August 13, 2018