Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.15)
  • $131.15 P/E (TTM): 17.44X Cap: $29.42B
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Q: For the next two years, which one of the two would be best, to replace BEP.UN ? And would that be advisable ?

For the next five years, same query.

Altogether, would ATD.B be clearly a best choice ?

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Read Answer Asked by Serge on October 31, 2016

• Algonquin Power & Utilities Corp. (AQN $7.84)
  • $7.84 Cap: $6.01B
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Q: What are your favourite Canadian renewable companies for a 5 year investment ? Thanks.

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Read Answer Asked by Norman on October 31, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.84X Cap: $784M
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Q: Further to my previous comments, perhaps DH should slash their dividend and use the cash flow to finish the conversion to a fintech corporation.

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Read Answer Asked by Clarence on October 31, 2016

• Parkland Corporation (PKI $37.97)
  • $37.97 P/E (TTM): 22.57X Cap: $6.62B
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• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.51B
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• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

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Read Answer Asked by rajeev on October 31, 2016

• BCE Inc. (BCE $33.58)
  • $33.58 P/E (TTM): 79.79X Cap: $30.95B
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• TELUS Corporation (T $22.08)
  • $22.08 P/E (TTM): 34.53X Cap: $33.42B
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Q: I am up 17% on BCE.

Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?

Would this same logic apply to say Enbridge & Fortis?

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Read Answer Asked by David on October 31, 2016

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.51B
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Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

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Read Answer Asked by Chieh-Yao on October 31, 2016

• Miscellaneous (MISC)
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Q: PRACTICALLY SPEAKING, ASSUMING I AM IN THE MONEY, HOW DO I GO ABOUT EXCHANGING WARRANTS I HOLD IN COMPANY XXX FOR SHARES IN SAID COMPANY?

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Read Answer Asked by roger on October 31, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.41)
  • $58.41 P/E (TTM): 55.32X Cap: $3.82B
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Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

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Read Answer Asked by Gordon on October 28, 2016

• S&P/TSX Composite Index (TSX $27,775.23)
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Q: My bank's online trading site gives me the 12 month trailing return of my portfolio, updated every month.
Can you advise where I can find information on 12 month trailing return of the TSX?

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Read Answer Asked by Anne on October 28, 2016

• Extendicare Inc. (EXE $13.28)
  • $13.28 P/E (TTM): 14.81X Cap: $1.11B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.73)
  • $6.73 P/E (TTM): 20.53X Cap: $727M
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Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

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Read Answer Asked by John on October 28, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.84X Cap: $784M
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Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

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Read Answer Asked by Thomas on October 28, 2016

• GRAVITY Co. Ltd. (GRVY $65.00)
  • $65.00 P/E (TTM): 7.04X Cap: $440M
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Q: Based on your previous suggestion I did not sell my shares of this co. Today the share price has gone up from 4.55$ to 10.07$. Volume of shares traded is up from 2265 to 2,782,448. Should I sell or wait. Share price today dropped from 12 to 10.07. Thank you.

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Read Answer Asked by Vinod on October 28, 2016

• SiriusXM Holdings Inc. (SIRI $20.95)
  • $20.95 Cap: $7.05B
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Q: SiriusXM, the US parent that will be taking in Sirius XM Canada, reported a very strong Q3 with large free cash flow, increased guidance, the initiation of a dividend and an increased share buyback. Do you have any thoughts on this name?

Thanks, Jim

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Read Answer Asked by James on October 28, 2016

• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 72.26X Cap: $1.59B
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Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G

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Read Answer Asked by Geoffrey on October 28, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,345.98)
  • $2,345.98 P/E (TTM): 8.44X Cap: $50.62B
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Q: Would you be comfortable to have 3-5% FFH now?
Thanks very much.

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Read Answer Asked by Yong Mei on October 28, 2016

• Enghouse Systems Limited (ENGH $22.11)
  • $22.11 P/E (TTM): 15.87X Cap: $1.21B
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Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

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Read Answer Asked by Gooding on October 28, 2016

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: I have been looking at CHW, as a small holding, for income. In the last couple weeks it is down about 10%. This makes it look more attractive, but I can't help but wonder if something is up. What is your opinion of CHW, and is there any reason you can see for the recent price decline? What is the payout percentage, and your view on the dividend sustainability?
Thank-you

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Read Answer Asked by grant on October 28, 2016

• Sylogist Ltd. (SYZ $8.75)
  • $8.75 Cap: $204M
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Q: Tiny trader SYZ has a huge collar around it. 90000 shares for sale at $10 and 100k shares for buying at 9.75. Any idea who is doing this and why?

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Read Answer Asked by Gerald on October 28, 2016

• Amazon.com Inc. (AMZN $221.30)
  • $221.30 P/E (TTM): 33.95X Cap: $2.36T
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• AutoCanada Inc. (ACQ $28.91)
  • $28.91 Cap: $669M
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Q: Hello Peter,
I have not seen any news (yahoo, google etc) to account for a big drop today on ACQ. Any idea please? Also, can you comment on why Amazon given their release last night why their stock hardly got hit, yet DH Corp and others take a huge loss if they miss earnings, etc . Do you think it has to do with forward guidance which may lessen the losses. Thank you.

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Read Answer Asked by umedali on October 28, 2016

• AutoCanada Inc. (ACQ $28.91)
  • $28.91 Cap: $669M
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Q: Recently baught ACQ and it was doing well up till today with a 6.7% drop in price, what happened and is this still a hold for long term?
Thanks for the info

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Read Answer Asked by James on October 28, 2016