Investment Q&A

• DIRTT Environmental Solutions Ltd. (DRT $0.77)
  • $0.77 P/E (TTM): 9.86X Cap: $146M
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Q: Good evening,

Can I please get your take on the DRT numbers? It looks underwhelming at first glance. Management seems to be spinning it as positive as Q1 is typically soft. Interested in your thoughts.

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Read Answer Asked by Jason on May 04, 2017

• Stella-Jones Inc. (SJ $79.66)
  • $79.66 P/E (TTM): 13.23X Cap: $4.42B
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Q: Hi, could you please review SJ quarterly results. Thanks

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Read Answer Asked by rajeev on May 04, 2017

• Cardinal Energy Ltd. (CJ $7.03)
  • $7.03 P/E (TTM): 12.8X Cap: $1.12B
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Q: CJ was to have reported on May 2 17. Please give me a take on the report and what you think of them going forward

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Read Answer Asked by David on May 04, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

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Read Answer Asked by Peter on May 04, 2017

• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $37.23B
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• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I would like to add to my Industrial Sector holdings. What would be your top 3 recommendations for growth?

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Read Answer Asked by Lloyd on May 04, 2017

• Total Energy Services Inc. (TOT $11.80)
  • $11.80 P/E (TTM): 7.1X Cap: $442M
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Q: My cost on Savanna shares is much greater than Total shares plus cash I received in non registered account after successful hostile takeover. Can I use this price difference for future tax loss claim. Do you have opinion on Total Energy now. Can you endorse a buy. Thank-you
Best Regards
Harold

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Read Answer Asked by Harold on May 04, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Stock is moving nicely. I need to trim I think as position has grown to 6%.What other balanced portfolio stock did 5i repalce AYA with so I can trim and replace. Was it Toy?

Thx

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Read Answer Asked by blake on May 04, 2017

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.13)
  • $83.13 P/E (TTM): 412.13X Cap: $53.24B
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Q: Curious why you picked a medium term (5-10 year) US bond etf to recomend to me in the last question i asked. do you think this is preferable to short or long?

you also recommended GOVT. Were you thinking I should put half in each?

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Read Answer Asked by Carla on May 04, 2017

• Rogers Sugar Inc. (RSI $5.66)
  • $5.66 P/E (TTM): 12.82X Cap: $724M
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Q: What is your current take on RSI? Would you buy here or is there another equity that you would recommend instead

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Read Answer Asked by David on May 04, 2017

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $69M
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Q: What are your thoughts about S now?
Thank you

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Read Answer Asked by Calin on May 04, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

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Read Answer Asked by Drew on May 04, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Given the ripples this mess is creating, how long do you think the OSC will take to reach a conclusion? Also, how long before there is clarity on how HCG will unwind? I'm assuming no going concern option here...

Thanks
Peter

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Read Answer Asked by Peter on May 04, 2017

Q: Hi,

I was fortunate enough to purchase ABT below $7.00. Bought for tech exposure and for income. Has been very strong over the last 6 months. Do you see anything in particular driving the strength or is it more the natural ups and downs of the market?

Regards,

Robert

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Read Answer Asked by Robert on May 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Your opinion on ZCL results released today.Thanks for your usual great services & views

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Read Answer Asked by Peter on May 04, 2017

• Miscellaneous (MISC)
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Q: I am 72 years old and would like to add 3 or 4 stocks to my Tax Free Savings Account. I don't need income. My priority is Capital Preservation and some growth.
I am considering the following stocks: Atco, Canadian Tire, CN, Fortis, Power Corporation, and Richelieu Hardware.
Please comment on these or can you suggest better stocks?
Thank you. George

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Read Answer Asked by George on May 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $227.24B
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• Miscellaneous (MISC)
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Q: My portfolio is a combination of the Balanced and Growth model portfolios. I'm torn between your advice to "let winners run" and your advice on keeping sectors reasonably balanced. Tech is up and energy is down....so in theory, I should be selling some Shopify and Kinaxis and buying more Whitecap and Raging River. SHOP and KXS are not yet over 5% of my portfolio so I don't need to sell them to reduce risk. My instincts tell me to let the winners keep running until I see some life in the energy stocks, even if that means being very light in that sector. Your advice, please. Thanks!

Alan

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Read Answer Asked by Alan on May 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Thoughts about current earnings.
I've been waiting to increase my position to about 4.5%(portfolio is diversified), think it's a good time to add? I'm assuming poor weather impacted prior quarters.

Thanks

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Read Answer Asked by Marie on May 04, 2017

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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Q: Is VET's recent weak price action due to macro factors or is it more company specific...and would you add to an existing position at this level? Thanks.

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Read Answer Asked by Curtis on May 04, 2017

• D-Box Technologies Inc. Class A Common Shares (DBO $0.30)
  • $0.30 P/E (TTM): 27.0X Cap: $66M
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Q: Not so much a question but rather a statement. I know you mentioned before that you didn't think your subscription was big enough to considerably impact share price following buy/sell advice. But I would think that yesterdays share price movement for DBO following their removal from coverage was possibly due to a mass exodus by subscribers.It dropped 10% (52 week low) first thing in the morning and bounced back 12% today. For the super small caps it may sometimes be better for us subscribers to wait out the panic selling the next morning. Thanks!

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Read Answer Asked by Adam on May 04, 2017

• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.86B
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• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.44B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
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Q: Goodday folks..Just a huge thank you for getting on the straight and narrow. Question is bought 2850 shares of sis at 8.20 . Should I sell 1000 shares and Buy What.. No Energy have plenty.. Thanks for everything Respectfully Cliff

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Read Answer Asked by cliff on May 04, 2017