Investment Q&A

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.12X Cap: $3.20B
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• Stella-Jones Inc. (SJ $78.70)
  • $78.70 P/E (TTM): 13.3X Cap: $4.32B
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• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
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Q: These 3 companies are in my Basic Materials, Metals, Mining sector which makes up 8% of my portfolio. With a five year plus hold, would you add, swap or remove any of them and if so could you rank your choices; 1st place, 2nd place, and participant?

Thank you for your help and sharing your inside knowledge and actual experience.

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Read Answer Asked by Terry on May 12, 2017

• Northern Dynasty Minerals Ltd. (NDM $2.86)
  • $2.86 Cap: $1.55B
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Q: NDM received the news they were waiting for today and the stock is down fifteen percent presently. Can you explain this. Thanks

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Read Answer Asked by Bruce on May 12, 2017

• Firm Capital Property Trust (FCD.UN $6.01)
  • $6.01 P/E (TTM): 12.27X Cap: $221M
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Q: Can you please give your opinion on FCD.UN earnings? also I hold 2.7% FC.DB.G and 3.4% FCD.UN....other property management holding is .6% BAM.PF.I...should any adjustments in this sector be made here? txs for your wonderful services...

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Read Answer Asked by adam on May 12, 2017

• Lonestar West Inc. (LSI $0.71)
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Q: I still have a few thousand of these shares at a loss. Should I just wait for the takeover by Clean Harbors at .72c?
Thank you Gord

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Read Answer Asked by gord on May 12, 2017

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
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Q: After good Q,NFI is down today.Any reason besides likely profit taking?Thanks for u usual great services & views.

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Read Answer Asked by Peter on May 12, 2017

• Prairie Provident Resources Inc. (PPR $0.02)
  • $0.02 Cap: $28M
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Q: May I have your current opinion on PPR, other than sector issues.

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Read Answer Asked by Edgar on May 12, 2017

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
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Q: Do you have any thoughts on Air Canada......up about 30% in a week?

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Read Answer Asked by Mike on May 12, 2017

• Canadian Imperial Bank Of Commerce (CM $115.25)
  • $115.25 P/E (TTM): 14.11X Cap: $107.20B
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Q: Is CIBC a good buy at this level or should I wait or buy one of the other large banks??
This would be for my income portfolio.

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Read Answer Asked by Stephen on May 12, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX $122.45)
  • $122.45 P/E (TTM): 11.75X Cap: $8.11B
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Q: Could I please have your comments on Onex's recently announced earnings. Thanks Brian

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Read Answer Asked by Brian on May 12, 2017

• iLOOKABOUT Corp. (ILA)
  • P/E (TTM): -12.0X Cap: $96M
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Q: Hi 5i,

Could you give me your thoughts on the business model ILA is building? Your thoughts on the new CEO? Would you consider this a buy for a speculative portfolio?

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Read Answer Asked by NAIM on May 12, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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Q: Which one of these 2 companies would you choose
to buy today and why?
Thank you.

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Read Answer Asked by Uli on May 12, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.48X Cap: $673M
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Q: CAn you comment on earnings and current valuation.

Thanks

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Read Answer Asked by kelly on May 12, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Please comment on AYA earnings?

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Read Answer Asked by blake on May 12, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 15.23X Cap: $18.39B
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Q: Hi folks,Avigilon avo/t getting hammered this morning ahead of Q results Monday. Any thoughts or opinions,anything to do with a short report?? Holding stock so just wait for Q results as looks like investors are bailing for whatever reason, thanks for the help, jb

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Read Answer Asked by John on May 12, 2017

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: What do you make of the most recent earnings announcement and why is the liquidity so thin? I would have thought that after several years of growth and profitability the institutional market would have been interested in picking up some ownership from the tightly owned group. My other question is why would Bennett who appears to own over 63% of the company list it if he is not willing to distribute stock to others, isn't that a very costly venture to list a company public for no other reason that to see its name listed (sarcasm here!)

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Read Answer Asked by simon on May 12, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Hi team, Would you pls. comment on ECI's fin. results.
Thank you

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Read Answer Asked by Silvia on May 12, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $72.81)
  • $72.81 P/E (TTM): 30.79X Cap: $2.45B
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Q: Re Cohodes shorting BAD. BAD may be a solid company but the fact that Cohodes has successfully shorted Valeant, Concordia, Intertain, Home Capital (I think he is shorting Equitable as well) unfortunately gives him some "credibility". I hope he is wrong on BAD but looks like damage has already been done.

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Read Answer Asked by Richard on May 12, 2017

• Diversified Royalty Corp. (DIV $3.42)
  • $3.42 P/E (TTM): 21.75X Cap: $583M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: should these 2 stocks be down this much based on their earnings, would you add to both at these prices. dave

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Read Answer Asked by david on May 12, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $72.81)
  • $72.81 P/E (TTM): 30.79X Cap: $2.45B
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Q: Badger Daylighting fell off the cliff today. Would you consider a buy at these levels? Looks like a great entry point. I have been all over google trying to find news, love your service!

Damian

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Read Answer Asked by Damian on May 12, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $72.81)
  • $72.81 P/E (TTM): 30.79X Cap: $2.45B
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Q: Good morning
What do you think the long term affects of a short seller targeting Badger Daylighting? Their quarter results seems fairly stable with more of their focus on US business & less on oil & gas.

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Read Answer Asked by Beverley on May 12, 2017