Investment Q&A

• Gildan Activewear Inc. (GIL $70.55)
  • $70.55 P/E (TTM): 19.96X Cap: $10.66B
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Q: Hi guys,


Your thoughts on Gildan's latest quarter.

Thanks,

Jim

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Read Answer Asked by jim on May 04, 2017

• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
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Q: Results seem soft imho. Looks like sale of company is still proceding.
What are your thoughts
Much appreciatred.

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Read Answer Asked by Leon on May 04, 2017

• Tractor Supply Company (TSCO $59.50)
  • $59.50 P/E (TTM): 28.63X Cap: $31.54B
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Q: Any insight on the company - its trading at its 52 week low and was wondering if this was a good entry point ?

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Read Answer Asked by Michael on May 04, 2017

Q: Would you consider Acuityads to be a worthy addition to a growth portfolio? Thanks again

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Read Answer Asked by Seamus on May 04, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: Hi Team,
Can you comment on CUF.UN with 10.42% yield, too risky to take a position?
Thanks as always,
Tak

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Read Answer Asked by Tak on May 04, 2017

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: I'm thinking of starting to accumulate Northview. Research shows a pretty intertwined relationship between the company and it's largest shareholder, Mr. Drimmer, who also owns Starlight Properties.

Given his 15% ownership in NVU.UN his ability to nominate two trustees to the board, and the business relationship between his company and NVU.UN, I'm hesitant to jump in. What do you think? If not this mult-family REIT, would you suggest another one?

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Read Answer Asked by Peter on May 04, 2017

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: Can I get your thoughts on this REIT and it's future prospects. Which type of account is this best held, TFSA,RRSP or non registered?

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Read Answer Asked by Rob on May 04, 2017

• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
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Q: Cxi took a quick 5% drop the day after you gave the sell recommendation after market close a couple days ago so I decided to delay hoping for a bounce back closer to where you sold. It continues to drop, so would you recommend just selling at market or setting a limit and wait for a $22 recovery?

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Read Answer Asked by Lori on May 04, 2017

• DIRTT Environmental Solutions Ltd. (DRT $0.81)
  • $0.81 P/E (TTM): 9.86X Cap: $153M
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Q: Good evening,

Can I please get your take on the DRT numbers? It looks underwhelming at first glance. Management seems to be spinning it as positive as Q1 is typically soft. Interested in your thoughts.

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Read Answer Asked by Jason on May 04, 2017

• Stella-Jones Inc. (SJ $78.81)
  • $78.81 P/E (TTM): 13.23X Cap: $4.37B
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Q: Hi, could you please review SJ quarterly results. Thanks

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Read Answer Asked by rajeev on May 04, 2017

• Cardinal Energy Ltd. (CJ $7.04)
  • $7.04 P/E (TTM): 10.06X Cap: $1.12B
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Q: CJ was to have reported on May 2 17. Please give me a take on the report and what you think of them going forward

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Read Answer Asked by David on May 04, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

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Read Answer Asked by Peter on May 04, 2017

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I would like to add to my Industrial Sector holdings. What would be your top 3 recommendations for growth?

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Read Answer Asked by Lloyd on May 04, 2017

• Total Energy Services Inc. (TOT $11.64)
  • $11.64 P/E (TTM): 7.1X Cap: $436M
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Q: My cost on Savanna shares is much greater than Total shares plus cash I received in non registered account after successful hostile takeover. Can I use this price difference for future tax loss claim. Do you have opinion on Total Energy now. Can you endorse a buy. Thank-you
Best Regards
Harold

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Read Answer Asked by Harold on May 04, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Stock is moving nicely. I need to trim I think as position has grown to 6%.What other balanced portfolio stock did 5i repalce AYA with so I can trim and replace. Was it Toy?

Thx

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Read Answer Asked by blake on May 04, 2017

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.17)
  • $83.17 P/E (TTM): 412.13X Cap: $53.26B
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Q: Curious why you picked a medium term (5-10 year) US bond etf to recomend to me in the last question i asked. do you think this is preferable to short or long?

you also recommended GOVT. Were you thinking I should put half in each?

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Read Answer Asked by Carla on May 04, 2017

• Rogers Sugar Inc. (RSI $5.64)
  • $5.64 P/E (TTM): 12.82X Cap: $722M
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Q: What is your current take on RSI? Would you buy here or is there another equity that you would recommend instead

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Read Answer Asked by David on May 04, 2017

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $69M
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Q: What are your thoughts about S now?
Thank you

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Read Answer Asked by Calin on May 04, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

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Read Answer Asked by Drew on May 04, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Given the ripples this mess is creating, how long do you think the OSC will take to reach a conclusion? Also, how long before there is clarity on how HCG will unwind? I'm assuming no going concern option here...

Thanks
Peter

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Read Answer Asked by Peter on May 04, 2017