Investment Q&A

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 14.98X Cap: $1.12B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• MTY Food Group Inc. (MTY $33.55)
  • $33.55 P/E (TTM): 23.74X Cap: $766M
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Q: For the most part off the top of your head, can you provide a list of highly regarded Canadian companies with oversized eps growth expected from 2018 to 2019.

A few to get us started, in my opinion, include...
WSP - 2018 eps = $3.11; 2019 eps = $3.79; 22% eps growth
PBH - 2018 eps = $4.08; 2019 eps = $5.34; 31% eps growth
PKI - 2018 eps = $1.56; 2019 eps = $2.69; 72% eps growth
KXS - 2018 eps = $0.99; 2019 eps = $1.34; 34% eps growth

Thanks.

John

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Read Answer Asked by john on November 07, 2018

• Acadian Timber Corp. (ADN $14.25)
  • $14.25 P/E (TTM): 18.63X Cap: $260M
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Q: Your top few favourite Canadian companies paying 5%+ yield with a chance of capital gains as well please? No oil/gas or pipelines please.

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Read Answer Asked by Cameron on November 07, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: The market seemingly loved the results at the open, but then ended the day down 6.5% on what appears to be significant volume. It looked like the contract extension addressed the important parts of the short report, but apparently not, given its performance today.

Is it time to move on, or continue to hold?

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Read Answer Asked by Warren on November 07, 2018

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.65B
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Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

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Read Answer Asked by Victor on November 07, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 16.41X Cap: $2.15B
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Q: What is your opinion on spimasters recent report. Do you see it as a buy?

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Read Answer Asked by Maggie on November 07, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 16.41X Cap: $2.15B
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Q: Please comment on TOY results. Thanks

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Read Answer Asked by Imtiaz on November 07, 2018

• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 42.14X Cap: $97.42B
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Q: I received voting instructions for a cash distribution of US$4.45 a share and share consolidation proportional to the cash distribution. Is this a good deal for the shareholders and should I vote in favor?

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Read Answer Asked by Roger on November 07, 2018

• Daseke Inc. (DSKE)
  • P/E (TTM): 29.08X Cap: $391M
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Q: Daseke Inc. DSKE reported 3rd quarter record financial results today, yet closed down 6.5% and traded 3 times average volume. Will you look at the report and possibly explain why this result on such a positive report.

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Read Answer Asked by tom on November 07, 2018

• Roper Technologies Inc. (ROP $443.40)
  • $443.40 P/E (TTM): 31.34X Cap: $47.71B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.83X Cap: $36.89B
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Q: Hi David,
I am looking for a diversified industrial company that I can hold for a two year minimum.
ROP and FTV look interesting -- my thought is to go 50/50.
Do you have a preference or another name to consider?
Thanks,
Raymond

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Read Answer Asked by raymond on November 06, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Sitting on a fairly significant position and loss with CPG in an RRSP. Wondering if it is time to take the loss if there is no foreseeable upside and potential asset write downs or to ride out an eventual recovery with oil prices. Able to hold for at least another 10 years.

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Read Answer Asked by Zach on November 06, 2018

• iShares Floating Rate Bond ETF (FLOT $51.06)
  • $51.06 Cap: $9.06B
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• Mackenzie Floating Rate Income ETF (MFT $16.25)
  • $16.25 P/E (TTM): 54.92X Cap: $442M
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Q: Can you suggest a floating rate corporate bond etf ? Thanks

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Read Answer Asked by Joseph on November 06, 2018

• BMO Aggregate Bond Index ETF (ZAG $13.99)
  • $13.99 Cap: $11.73B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.77B
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Q: Hi,
I am an income investor whose portfolio is currently 25% fixed income and 65% in equities. With the money I made on the sale of Enercare I would like to invest in a bond fund to keep it safe in these time of market uncertainty. Which do you prefer? Would I be better to divide equally between both funds or all in one fund? Is there a better fund I should consider?

Thank you for your time.
Leigh

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Read Answer Asked by Leigh on November 06, 2018

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.98)
  • $36.98 P/E (TTM): 10.91X Cap: $3B
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• First Trust ISE Cloud Computing Index Fund (SKYY $139.39)
  • $139.39 P/E (TTM): 37.14X Cap: $3.34B
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• iShares Expanded Tech-Software Sector ETF (IGV $113.97)
  • $113.97 P/E (TTM): 47.26X Cap: $9.85B
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• Vanguard Growth ETF Portfolio (VGRO $42.84)
  • $42.84 P/E (TTM): 1.08X Cap: $8.19B
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Q: In addition to some individual stocks, I'm invested in the above ETFs in a (hopefully not foolish) attempt to diversify my portfolio but also increase my exposure to the US tech market; in particular tech companies involved in cloud computing. Generally, I've been splitting my funds about equally between these four ETFs. Can you give me your thoughts on this strategy and in particular, the weighting of these ETFs (investing roughly equally between these 4 ETFs)?

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Read Answer Asked by Michael on November 06, 2018

Q: Is there any way to find a listing of companies that are in your database?
It is frustrating to enter tickers an receive "not in our Database"

regards
Ernie

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Read Answer Asked by Ernie on November 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Any significant points come out of the CC in addition to the Q3 press release?

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Read Answer Asked by sandy on November 06, 2018

• AltaGas Ltd. (ALA $40.86)
  • $40.86 P/E (TTM): 16.0X Cap: $12.22B
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Q: Do you think there is a possibility that ALA could go bankrupt? Based on all the negative decisions that have eroded share value, it would appear to me that a wholesale change of the Board of Directors could be welcome news for this company. Who could make this happen?

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Read Answer Asked by Andrew on November 06, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi 5i,

Can you comment on the overlap between these 2 companies? Which do you prefer as an investment?

Thanks!

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Read Answer Asked by David on November 06, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $11.36)
  • $11.36 P/E (TTM): 17.27X Cap: $768M
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Q: Your thoughts about Stingray?how are the metrics and is there lots of upside potential?dividends?
Is this a company you would buy in the TSFA?
Or you have better ideas?

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Read Answer Asked by Josh on November 06, 2018

• NexGen Energy Ltd. (NXE $13.70)
  • $13.70 Cap: $7.82B
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• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• Franco-Nevada Corporation (FNV $264.46)
  • $264.46 P/E (TTM): 45.59X Cap: $50.96B
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• Cameco Corporation (CCO $146.49)
  • $146.49 P/E (TTM): 120.98X Cap: $63.76B
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Q: thoughts on seasonal trades for the following going into winter months?

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Read Answer Asked by james on November 06, 2018

• Alaris Equity Partners Income Trust (AD.UN $19.59)
  • $19.59 P/E (TTM): 6.36X Cap: $889M
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Q: AD results were decent.... why is it down 8%? Time to buy if one already doesn't own or is something going on here?

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Read Answer Asked by Carla on November 06, 2018