Investment Q&A

• Colabor Group Inc. (GCL $0.27)
  • $0.27 Cap: $26M
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Q: Hi could I get your input on GCL,

Thanks,
David

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Read Answer Asked by David on May 02, 2017

• BetaPro S&P/TSX Capped Financials -2x Daily Bear ETF (HFD)
  • Cap: $5M
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Q: Do you think HFD is a good way to play the housing bubble or any problems with mortgage lenders?
My thinking is that there is more to come as incomes have substantially lacked the stratospheric rise in housing prices.
Any other ideas you would have to bet against this scenario.
Thanks as always

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Read Answer Asked by Josh on May 02, 2017

• Wallbridge Mining Company Limited (WM $0.09)
  • $0.09 Cap: $115M
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Q: could you give me your take on wallbridge mining. I have owned it for years. is it a profitable company. thanks again bill

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Read Answer Asked by William on May 02, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $241.55)
  • $241.55 P/E (TTM): 100.1X Cap: $315.68B
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Q: Hi Team, would you kindly provide your comments on Shopify's quarterly results this morning? Regards, Michael

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Read Answer Asked by Michael on May 02, 2017

• Miscellaneous (MISC)
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Q: Can you please give a brief overview of Modernadvisor and Wealthsimple, the advantages and disadvantages of using them over the do it yourself approach and also perhaps how long they have been in business.

Many thanks!

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Read Answer Asked by Martin on May 02, 2017

• GlobalSCAPE Inc. (GSB $9.48)
  • $9.48 P/E (TTM): 13.68X Cap: $178M
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Q: Can you comment on GSB's q1 results please.

Thanks

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Read Answer Asked by Scott on May 02, 2017

• Amerigo Resources Ltd. (ARG $3.01)
  • $3.01 P/E (TTM): 21.91X Cap: $482M
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Q: Please give me your thoughts on this company. Buy, sell, or hold. The prospects seem good. Several well known resource-savvy investors hold a large number of shares. Thanks for your insight.

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Read Answer Asked by Donald on May 02, 2017

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: Is the US energy self sufficient presently and if not when can they hope to be in the future. Will Canadian oil and gas be required for the medium to long term? Thanks for your valuable help. Gaston

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Read Answer Asked by Gaston on May 02, 2017

Q: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.

Regards

Wayne

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Read Answer Asked by Wayne on May 02, 2017

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.

Thanks so much,

Dean

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Read Answer Asked by Dean on May 02, 2017

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.73)
  • $41.73 P/E (TTM): 11.96X Cap: $1.59B
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.42)
  • $43.42 P/E (TTM): 8.4X Cap: $476M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.16)
  • $46.16 P/E (TTM): 5.86X Cap: $3.17B
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Q: My only exposure to equities outside of Canada is through the etf VUN. Would it be appropriate now to invest in emerging markets, Europe or world etf's? Could you please make some suggestions to compliment my Canadian and US holdings.
Thanks for your wonderful service.

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Read Answer Asked by Rose on May 02, 2017

• Miscellaneous (MISC)
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Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?

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Read Answer Asked by Barry on May 02, 2017

• BCE Inc. (BCE $32.27)
  • $32.27 P/E (TTM): 71.28X Cap: $30.16B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.94)
  • $54.94 P/E (TTM): 19.63X Cap: $29.98B
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• TELUS Corporation (T $20.57)
  • $20.57 P/E (TTM): 32.14X Cap: $31.65B
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Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.

I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.

- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.

- Rogers is up 50% in the last 21 months.

- Cogeco has caught fire after years of treading water.

What's a guy to do?

Thanks!

Kim

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Read Answer Asked by Kim on May 02, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $42.76)
  • $42.76 Cap: $27.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 1139.26X Cap: $21.93B
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Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan

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Read Answer Asked by Bryan on May 02, 2017

• Kinaxis Inc. (KXS $168.45)
  • $168.45 P/E (TTM): 141.19X Cap: $4.76B
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• Premium Brands Holdings Corporation (PBH $95.91)
  • $95.91 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.94)
  • $21.94 P/E (TTM): 28.34X Cap: $1.56B
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Q: Hello,

I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?

Thank you,

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Read Answer Asked by Julien on May 02, 2017

• Enbridge Inc. (ENB $65.41)
  • $65.41 P/E (TTM): 22.89X Cap: $143.31B
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• Whitecap Resources Inc. (WCP $10.41)
  • $10.41 P/E (TTM): 7.27X Cap: $12.83B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: HI PETER, I HAVE FEW SMALL HOLDINGS. WHICH ONES CAN GO OR BE CONSOLIDATED, BETWEEN VNR, ENB, WCP.
THANKS

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Read Answer Asked by RUPINDER on May 02, 2017

• Savaria Corporation (SIS $21.94)
  • $21.94 P/E (TTM): 28.34X Cap: $1.56B
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• Premier American Uranium Inc. (PUR $0.86)
  • $0.86 Cap: $76M
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Q: Your thoughts and analysis on the SIS Acquisition as well as PUR financial results?
Thanks!

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Read Answer Asked by Keith on May 02, 2017

• Premier American Uranium Inc. (PUR $0.86)
  • $0.86 Cap: $76M
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Q: Hey Guys, can you comment on earnings and if you would buy more or hold?

Thanks

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Read Answer Asked by Riley on May 02, 2017

• Pembina Pipeline Corporation (PPL $53.02)
  • $53.02 P/E (TTM): 17.67X Cap: $30.63B
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• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: I own 1400 shares of VSN,collecting $117 per month! What will I collect from PPL per month in November?

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Read Answer Asked by Keith on May 02, 2017

• Savaria Corporation (SIS $21.94)
  • $21.94 P/E (TTM): 28.34X Cap: $1.56B
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Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks

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Read Answer Asked by Peter on May 02, 2017