Investment Q&A

• Birchcliff Energy Ltd. (BIR $6.53)
  • $6.53 P/E (TTM): 22.39X Cap: $1.71B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: I heard that these Torc and Brichcliff Energy where being delisted from the TSX. Is this correct? If yes when? What are the implications of this? Where will they trade? Should I sell my holdings in these companies and buy Whitecap?
Thanks

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Read Answer Asked by Frank on September 17, 2019

• Kinaxis Inc. (KXS $168.24)
  • $168.24 P/E (TTM): 141.19X Cap: $4.76B
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Q: I have watched KXS for a long time and have traded in and out of this name in the last two years. Right now I'm out. This is one frustrating stock to own, so much promise and yet delivered so little. I thought the previous "announced" deal with Toyota was going to be KXS's "company maker", yet we never hear anything on it again (what happened to that deal, anyway). Now we have the Honda announcement of the very same kind of deal. Will it frizzle out like the Toyota deal? Or this one is for real? What's you take on KXS overall? Can I give it another try? Are there other promising tech stocks you can recommend? I just clear out of my SHOP position and have quite a bit of cash waiting to be re-deployed. Thanks.

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Read Answer Asked by Victor on September 17, 2019

• ARC Resources Ltd. (ARX $25.83)
  • $25.83 P/E (TTM): 6.03X Cap: $15.08B
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• Ag Growth International Inc. (AFN $35.86)
  • $35.86 Cap: $668M
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Q: afn has been gaining this last week. A buy? Should arc be considered a top stock in the lng play in western canada. ie Enbridge announcement of lng plant in chetwynd and kitimat pipeline?

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Read Answer Asked by kenneth on September 17, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.67)
  • $16.67 Cap: $2.25B
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Q: In u answer on Sep 9,U stated that the selling shareholders of last deal extended lockup period for another 90days.Would it not be normal for the underwriters to support @ the $35 underwritten price(it closed @ $34.27).After deal close,the stock quickly went up to $47/48 level.So it is possible that the underwriters did a cover call to lock in the profits.Txs for u usual great services & views
.

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Read Answer Asked by Peter on September 17, 2019

• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $76.30)
  • $76.30 P/E (TTM): 17.11X Cap: $13.30B
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Q: I have had this stock for the past year and am up less than 2%. I am considering selling it and buying Parkland Fuel, or perhaps Dollarama. Your thoughts.

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Read Answer Asked by Bonnie on September 17, 2019

• Wesdome Gold Mines Ltd. (WDO $21.14)
  • $21.14 P/E (TTM): 13.06X Cap: $3.20B
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Q: The volume of Wdo has over 5 million shares last Friday, is it a good sign or bad? Did people buying or dumping the stock? Wdo will be listed on TSX next week that's why it has high volume? Is it a buy at current price? What's the support level price? Is Wdo a good long term hold and good potential grow stock? Thanks

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Read Answer Asked by Hue on September 17, 2019

• Suncor Energy Inc. (SU $55.96)
  • $55.96 P/E (TTM): 11.97X Cap: $67.40B
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Q: Does what happen in Saudi Arabia on the weekend change your outlook for oil? Thx

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Read Answer Asked by blake on September 17, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.28)
  • $6.28 P/E (TTM): 20.39X Cap: $668M
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Q: Hi 5i - would you be comfortable starting a 3% position in FSZ at todays price? It look like it has had a nice bounce off the bottom and pays a 8% yield? It would be a long term hold. Thanks, Neil

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Read Answer Asked by Neil on September 17, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.71)
  • $38.71 P/E (TTM): 76.32X Cap: $6.08B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.10)
  • $12.10 P/E (TTM): 25.27X Cap: $3.51B
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Q: I would like to add a REIT to my portfolio. What would you suggest?

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Read Answer Asked by Theodore on September 17, 2019

Q: Peter and team
What does it mean when a stock is removed from the TSX?
I own PEY still
Will it keep trading under the same ticket?

Thanks

Phil

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Read Answer Asked by Phil on September 17, 2019

• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Vermilion Energy Inc. (VET $10.43)
  • $10.43 Cap: $1.59B
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Q: Hello,

With energy sector trending up, can you recommend five energy stocks to pick especially with the current situation in the Middle East.

Appreciate your comments.

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Read Answer Asked by sunday on September 17, 2019

• Kelt Exploration Ltd. (KEL $6.62)
  • $6.62 P/E (TTM): 17.14X Cap: $1.26B
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Q: Could you please explain the options as Kelt is being delisted from the TSX? Will it be on the Venture exchange?
Thanks, Alan

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Read Answer Asked by Alan on September 17, 2019

• Parkland Corporation (PKI $40.05)
  • $40.05 P/E (TTM): 23.91X Cap: $6.96B
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• Alimentation Couche-Tard Inc. (ATD $70.92)
  • $70.92 P/E (TTM): 18.41X Cap: $66.50B
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Q: Hello Peter, Any thoughts about the ongoing middle east geopolitical risk on ATD and PKI? Thanks.

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Read Answer Asked by yun on September 17, 2019

• Alimentation Couche-Tard Inc. (ATD $70.92)
  • $70.92 P/E (TTM): 18.41X Cap: $66.50B
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Q: ATD.B dropped $3.20 today.Any reasons? Is it due to the huge spike in oil price,which can be a negative factor?Thanks for u usual great views & advices

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Read Answer Asked by Peter on September 17, 2019

• Suncor Energy Inc. (SU $55.96)
  • $55.96 P/E (TTM): 11.97X Cap: $67.40B
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Q: Looking to sell tot.sa and replace it with su in a US rrsp acct. does su pay its div. in US or CAD dollars and your thoughts pls on this move.

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Read Answer Asked by dennis on September 16, 2019

• Amdocs Limited (DOX $83.83)
  • $83.83 Cap: $9.46B
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Q: Gentlemen
How is the risk/reward on DOX ?
Thanks Regards

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Read Answer Asked by Djamel on September 16, 2019

• Canadian Convertibles Plus Fund (CCI.UN $4.84)
  • $4.84 Cap: $14M
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Q: Hi,
I have 2k of that fund and they closed it by september 19th. Is it better to wait to the end and have eventually a better price or have I to sell now ?
Thanks,
Francois

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Read Answer Asked by FRANCOIS on September 16, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $241.66)
  • $241.66 P/E (TTM): 100.1X Cap: $315.68B
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Q: Hi Team,
Kindly comment on the announcement that Shopify is offering 1.9M new Class A Subordinate Voting Shares. What will be the impact on current shareholders and is it safe to assume the funds will be used to replenish some of the cash spent on its recent acquisition?
Thank you, Michael

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Read Answer Asked by Michael on September 16, 2019

• Miscellaneous (MISC)
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• CI Morningstar Canada Value Index ETF (FXM $32.41)
  • $32.41 P/E (TTM): 0.36X Cap: $427M
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• Vanguard Global Value Factor ETF (VVL $59.82)
  • $59.82 P/E (TTM): 13.36X Cap: $530M
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Q: Can you please recommend a value ETF in Canadian and USA dollars. Which one is your favourite value ETF

Canada
Global
USA

Thanks for your great service
Hector

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Read Answer Asked by Hector on September 16, 2019

• iShares S&P/TSX Capped Energy Index ETF (XEG $18.34)
  • $18.34 P/E (TTM): 1.62X Cap: $1.31B
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Q: Considering the current situation regarding the disruption in oil supply from the Middle East, it is already too late to take positions? If not, which companies (Canadian or global) would you buy to take advantage of the shortage? I'm looking for a balanced exposure. Thanks as always for your guidance.

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Read Answer Asked by Les on September 16, 2019