Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I appreciate your suggestion for a low monthly fee (or free) stock tracking program. I was satisfied with Yahoo Finance but the changes they made to their program last week make it no longer functional. I did my export my data from Yahoo to Google Finance but it is somewhat limiting.
Thank you for reply.

Upvote 0

Read Answer Asked by Brad on May 09, 2017

• Ford Motor Company (F $13.13)
  • $13.13 P/E (TTM): 16.97X Cap: $52.03B
  • View F Profile
  • View Questions on F
• AT&T Inc. (T $24.75)
  • $24.75 P/E (TTM): 14.28X Cap: $176.47B
  • View T Profile
  • View Questions on T

Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.

Upvote 0

Read Answer Asked by Marc on May 09, 2017

• Marathon Gold Corporation (MOZ $0.81)
  • $0.81 Cap: $380M
  • View MOZ Profile
  • View Questions on MOZ

Q: I am looking at investing a small amount in one of those 2 gold stocks. What are your views on these 2 small companies? Which one
would you prefer for the long term. Tnx.

Upvote 0

Read Answer Asked by Jacques on May 09, 2017

• Simon Property Group Inc. (SPG $175.76)
  • $175.76 P/E (TTM): 26.84X Cap: $56.59B
  • View SPG Profile
  • View Questions on SPG

Q: I know you do not focus on US stocks but can you give me some reasons why in your view this high quality commercial REIT is declining for the past six months. Aside from the interest rate moving higher and the sector moving lower, I do not see any reason for the move lower.
Thank you
Jean

Upvote 0

Read Answer Asked by Jean on May 09, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 1139.26X Cap: $21.93B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I have the above two stocks but would like a bit more European exposure. Do you have a stock recommendation with solidity and growth in mind?

Upvote 0

Read Answer Asked by Arthur on May 09, 2017

• Mogo Inc. (MOGO $2.20)
  • $2.20 Cap: $52M
  • View MOGO Profile
  • View Questions on MOGO

Q: Your view on the latest earning would be appreciated.

Thanks,
Stéphane

Upvote 0

Read Answer Asked by Stephane on May 09, 2017

• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $281.19)
  • $281.19 P/E (TTM): 29.27X Cap: $3.40T
  • View GOOGL Profile
  • View Questions on GOOGL

Q: Hi, Peter
I own both companies,make up 12% of the total portfolio,6% each, should I sell one,which one? Thank you.


selina

Upvote 0

Read Answer Asked by selina on May 09, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $73.59)
  • $73.59 P/E (TTM): 31.44X Cap: $2.45B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: If you were an owner of BAD would you buy sell or hold?
Thank you

Upvote 0

Read Answer Asked by Linda on May 09, 2017

• Methanex Corporation (MX $55.20)
  • $55.20 P/E (TTM): 10.0X Cap: $3.66B
  • View MX Profile
  • View Questions on MX

Q: The share price of MX has been kind of free falling of late since it released its Q1 results, which was not great but no that bad either. It did reported higher earnings and raised its dividends. Why would its share price be under so much pressure?

Please advise.

Upvote 0

Read Answer Asked by Victor on May 09, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.24)
  • $78.24 P/E (TTM): 17.11X Cap: $13.30B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX

Q: Of these 2 which would you pick going forwards and why?

Upvote 0

Read Answer Asked by Mark on May 09, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
  • View VSN Profile
  • View Questions on VSN

Q: Would this be a good time to sell Vsn.pr.a or keep?

Upvote 0

Read Answer Asked by John on May 09, 2017

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: Can you please comment on GC earnings? Thank you

Upvote 0

Read Answer Asked by Brian on May 09, 2017

• Ithaca Energy Inc. (IAE $1.95)
  • View IAE Profile
  • View Questions on IAE

Q: hello'' I have 3000 shares of iae. please advise as to what or how to handle same.. Also how do you view HXS. Thanks in advance, CLIFF

Upvote 0

Read Answer Asked by cliff on May 09, 2017

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX
• Premium Brands Holdings Corporation (PBH $96.70)
  • $96.70 P/E (TTM): 45.58X Cap: $4.26B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $22.01)
  • $22.01 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

Upvote 0

Read Answer Asked by Marie on May 09, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL

Q: Hi Peter &Ryan
When I look today at IPL Q1 results they are in my opinion good .
They market yawns at the results as I said in the past this has been a core holding and they results indicate that I am right but the market does not agree .
Perhaps I am DEAD RIGHT
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on May 09, 2017

• Colabor Group Inc. (GCL $0.26)
  • $0.26 Cap: $26M
  • View GCL Profile
  • View Questions on GCL

Q: Can I get a thorough dissection of Colabors earnings release. Also, given that the last two quarters have been poor, would you recommend selling?

Upvote 0

Read Answer Asked by Cory on May 09, 2017

• NFI Group Inc. (NFI $14.34)
  • $14.34 Cap: $1.65B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: NY buys 110 buses for $95m fr.NFI.Any material effect?Reporting on May 10,what are the expected eps & revenue.Appreciate your normal great services & views

Upvote 0

Read Answer Asked by Peter on May 09, 2017

• Sylogist Ltd. (SYZ $6.75)
  • $6.75 Cap: $149M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Parkland Corporation (PKI $39.96)
  • $39.96 P/E (TTM): 23.91X Cap: $6.96B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Following balanced equity portfolio. Don't own syz,telus, wsp pki. I can purchase 1 or 2. Which 2 would you suggest and why? I will be holding for atleast 5 years. T as always Steve

Upvote 0

Read Answer Asked by Stephen on May 09, 2017

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX

Q: Thoughts on Open Text's earnings?

Is a dip an opportunity to add to long term holdings? If so how long does one wait before making a purchase?

Upvote 0

Read Answer Asked by Gooding on May 09, 2017

• Toronto-Dominion Bank (The) (TD $115.16)
  • $115.16 P/E (TTM): 9.62X Cap: $195.71B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $32.06)
  • $32.06 P/E (TTM): 71.28X Cap: $30.16B
  • View BCE Profile
  • View Questions on BCE
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.06)
  • $122.06 P/E (TTM): 15.85X Cap: $27.34B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $182.31)
  • $182.31 P/E (TTM): 39.89X Cap: $50.05B
  • View DOL Profile
  • View Questions on DOL
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.24)
  • $78.24 P/E (TTM): 17.11X Cap: $13.30B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Algonquin Power & Utilities Corp. (AQN $7.83)
  • $7.83 Cap: $5.99B
  • View AQN Profile
  • View Questions on AQN
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Celestica Inc. (CLS $482.87)
  • $482.87 P/E (TTM): 75.02X Cap: $54.74B
  • View CLS Profile
  • View Questions on CLS
• NFI Group Inc. (NFI $14.34)
  • $14.34 Cap: $1.65B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 22.99X Cap: $13.46B
  • View OTEX Profile
  • View Questions on OTEX
• Alimentation Couche-Tard Inc. (ATD $71.28)
  • $71.28 P/E (TTM): 18.41X Cap: $66.50B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $96.70)
  • $96.70 P/E (TTM): 45.58X Cap: $4.26B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $581M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Savaria Corporation (SIS $22.01)
  • $22.01 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.83)
  • $20.83 P/E (TTM): 16.41X Cap: $2.15B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Altus Group Limited (AIF $57.62)
  • $57.62 P/E (TTM): 6.68X Cap: $2.44B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Upvote 0

Read Answer Asked by Richard on May 09, 2017