Investment Q&A

• BCE Inc. (BCE $34.66)
  • $34.66 P/E (TTM): 5.27X Cap: $32.72B
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• Enbridge Inc. (ENB $73.87)
  • $73.87 P/E (TTM): 28.41X Cap: $162.10B
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• TELUS Corporation (T $17.98)
  • $17.98 P/E (TTM): 25.01X Cap: $28.11B
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• Fortis Inc. (FTS $79.73)
  • $79.73 P/E (TTM): 22.9X Cap: $40.55B
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Q: In terms of valuation,which of the aforementioned 4 companies is the best buy.Please list your preference in order of 1 to 4 with 1 being the best.Appreciate your normal great services & views

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Read Answer Asked by Peter on December 01, 2016

• Exco Technologies Limited (XTC $7.50)
  • $7.50 Cap: $283M
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Q: Looks like they have missed earnings again. This time on record sales they still managed to have a pretty big miss. I have owned for a year and a half and the stock has been pretty disappointing. I know you guys have been very high on this name in the past. Is the investment thesis still intact. Does this just require more time or is it time to look for a substitute?

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Read Answer Asked by justin on December 01, 2016

• Descartes Systems Group Inc. (The) (DSG $98.80)
  • $98.80 P/E (TTM): 43.29X Cap: $8.56B
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• Exco Technologies Limited (XTC $7.50)
  • $7.50 Cap: $283M
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Q: Please comment on their results.

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Read Answer Asked by Imtiaz on November 30, 2016

• Alabama Graphite Corp. (CSPG $0.06)
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Q: Good afternoon, and I hope everyone is well. Graphite was hot last year, and everyone was excited about graphene. Now that the interest has subsided I am interested to hear your views on graphite, graphene and the company in particular. Thank you, and my best wishes to all.

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Read Answer Asked by william on November 30, 2016

• Saputo Inc. (SAP $42.29)
  • $42.29 Cap: $17.21B
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Q: Good afternoon,

Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.

Thanks
Brad

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Read Answer Asked by Brad on November 30, 2016

• Bank of Nova Scotia (The) (BNS $95.15)
  • $95.15 P/E (TTM): 23.19X Cap: $116.32B
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Q: What is your thoughts on the latest numbers put up by BNS

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Read Answer Asked by Keith on November 30, 2016

• Mason Resources Inc. (LLG $0.09)
  • $0.09 P/E (TTM): 1.42X Cap: $14M
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Q: This graphite co is in Quebec. Has the support of the caisse and the Gov of Quebec and is up about 75% in the last year. It is well located and financed and has most of the infrastructure in place with very high grade grahite.

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Read Answer Asked by michael on November 30, 2016

• Meta Platforms Inc. (META $626.69)
  • $626.69 P/E (TTM): 26.13X Cap: $1.55T
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• Alphabet Inc. (GOOG $303.40)
  • $303.40 P/E (TTM): 27.89X Cap: $3.65T
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Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

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Read Answer Asked by Theodore on November 30, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.57)
  • $4.57 P/E (TTM): 32.5X Cap: $43M
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Q: Great service Is the dividend safe as we wait for the new production plant to open? Would you buy at these level for a 3 year hold?

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Read Answer Asked by Gordon on November 30, 2016

• Canada Carbon Inc. (CCB $0.02)
  • $0.02 Cap: $3M
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Q: One company to look at for (probably) the best graphite is CCB.V.
It's an answer for other people asking about ZEN.

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Read Answer Asked by FRANCOIS on November 30, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $42.16)
  • $42.16 Cap: $28.20B
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Q: I wish to have exposure to the clean technology sector. Do you have any preferences? Small or microcaps would be acceptable.

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Read Answer Asked by Don on November 30, 2016

• Franco-Nevada Corporation (FNV $348.46)
  • $348.46 P/E (TTM): 53.25X Cap: $66.61B
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• Wheaton Precious Metals Corp. (WPM $193.27)
  • $193.27 P/E (TTM): 63.91X Cap: $87.23B
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• Agnico Eagle Mines Limited (AEM $286.65)
  • $286.65 P/E (TTM): 23.62X Cap: $142.78B
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Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.

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Read Answer Asked by Michael on November 30, 2016

• Temple Hotels Inc. (TPH $2.10)
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Q: if you were a Temple shareholder would you participate in the rights offering currently offered .

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Read Answer Asked by Kim on November 30, 2016

• Zentek Ltd. (ZEN $0.83)
  • $0.83 Cap: $89M
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• Alabama Graphite Corp. (CSPG $0.06)
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Q: Are there any public companies out there with a good foothold in the graphene development market? I read that it's going to be the super material of the future, but that it's early days still. A recent story about new battery technology based on graphene that can be charged in seconds and last for weeks has tweaked my interest in this material.

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Read Answer Asked by Rick on November 30, 2016

• Fortis Inc. (FTS $79.73)
  • $79.73 P/E (TTM): 22.9X Cap: $40.55B
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• Chartwell Retirement Residences (CSH.UN $21.18)
  • $21.18 P/E (TTM): 104.95X Cap: $6.68B
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Q: Hello,

The current theme is that REITS and utilities will be drifting lower now with Trump spending announcements and higher interest rates on the horizon. Yet, yesterday (some) REITS had a good jump up. My questions are:
1. Would you hold buying REITS and utilities until there is clear direction of the market?
2. If you wanting to deploy 50K for each (REITS and utilities) what would be your preferred names?

Thank you
M

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Read Answer Asked by Marios on November 30, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.60)
  • $42.60 P/E (TTM): 16.81X Cap: $1.11B
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Q: you suggested this etf for my son.thanx.does the price move up and down with people buying the etf itself or the underlying stocks?

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Read Answer Asked by Kim on November 30, 2016

• Olympia Financial Group Inc. (OLY $120.18)
  • $120.18 P/E (TTM): 14.8X Cap: $294M
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Q: Hello team,
Please give your thoughts on Olympia Financial Group (OLY). Dividend is 8.6%. I am basically just looking for income.

Thanks

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Read Answer Asked by Mike on November 30, 2016

• Western Forest Products Inc. (WEF $12.96)
  • $12.96 Cap: $135M
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Q: If trade agreements are an issue with for the entire forestry sector, why is WEF down so much versus its peers? Other stocks like WFT and CFP are actually up since the election. Is there something specific to WEF that people should be concerned about or is it mis-priced by the market?

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Read Answer Asked by Mike on November 30, 2016

• QUALCOMM Incorporated (QCOM $129.44)
  • $129.44 P/E (TTM): 26.17X Cap: $138.51B
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• Texas Instruments Incorporated (TXN $193.20)
  • $193.20 P/E (TTM): 34.94X Cap: $173.69B
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Q: I have decided to purchase one of the above referenced securities. Of the two which would you recommend and why. Thanks

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Read Answer Asked by Brian on November 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: The general annual meeting for DHX is coming up in Toronto soon. I have never been to a general meeting and since I am particularly interested in this company I was wondering your opinion of these events. Does one learn much or are they rather dry affairs?

Thanks for your insight.

Paul F.

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Read Answer Asked by Paul on November 30, 2016