Investment Q&A

• Amazon.com Inc. (AMZN $223.98)
  • $223.98 P/E (TTM): 31.95X Cap: $2.41T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $151.33)
  • $151.33 P/E (TTM): 20.5X Cap: $359.50B
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Q: Which of the above two securities would yo recommend for a 5 year hold and your reasons. Thank You.

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Read Answer Asked by Brian on August 14, 2018

• CAE Inc. (CAE $40.41)
  • $40.41 P/E (TTM): 30.19X Cap: $13.20B
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Q: Can I get your thoughts on CAE's earnings ,their debt and growth prospects?

There seems to be a theme regarding the stocks I follow this earning season. Higher valuation stocks (p/e around 20+) when they meet expectations or miss by a little, seem to sell off quite dramatically at first, only the to claw back most of the day's losses. Horrible for anxiety levels. Great for day trading or establishing long term positions though, in my opinion.

Thanks.

John

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Read Answer Asked by john on August 14, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Can I have your view of the latest acquisition of Rhinehart Oil Co. by Parkland. Is this a good deal? There does not seem to be to many details on this deal. Tnx for the great work.

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Read Answer Asked by Jacques on August 14, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What’s going on with the big dip today? I can’t find any news. Is this a good buying point in your view? Thanks.

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Read Answer Asked by Tony on August 14, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I want to sell my 3k shares of PHO to buy TSGI, your thoughts please, thank you.

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Read Answer Asked by Hue on August 14, 2018

• Celestica Inc. (CLS $419.30)
  • $419.30 P/E (TTM): 50.77X Cap: $48.51B
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• Magna International Inc. (MG $71.77)
  • $71.77 P/E (TTM): 14.17X Cap: $20.12B
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Q: I realize these are very different company's but which would you prefer for a long term hold and why? Thanks, Lyle

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Read Answer Asked by Lyle on August 14, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: in your answers on crius you seem to be very cautious, but their earnings were good, their quite profitable, the yield is huge, you have it in your income portfolio, i think national bank has it on their list of top 25 stocks , they have a new credit facility, they are reducing costs, they have 1.4 million subscribers, so why the caution.dave

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Read Answer Asked by david on August 14, 2018

• MCAN Mortgage Corporation (MKP $22.60)
  • $22.60 P/E (TTM): 13.86X Cap: $924M
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Q: Could I please have your analysis on the last quarter results. Buy, sell or hold?

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Read Answer Asked by Ric on August 14, 2018

• Conifex Timber Inc. (CFF $0.09)
  • $0.09 Cap: $3M
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Q: Does their earnings report change your opinion of this company?

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Read Answer Asked by Edgar on August 14, 2018

• Kelt Exploration Ltd. (KEL $7.32)
  • $7.32 P/E (TTM): 25.89X Cap: $1.44B
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Q: Could I please get your opinion and outlook on kelt and would you buy, sell or hold at this time. Thanks

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Read Answer Asked by William on August 14, 2018

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Would you please comment on PVG's 2nd quarter results and what is the likelihood this will finally remove the cloud of suspicion that enveloped the company since the 2013 Strathacona Farq-up?
You provide an unparalleled level of advice. Thanks for that.
Phil

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Read Answer Asked by thomas philip on August 14, 2018

• Valeura Energy Inc. (VLE $7.88)
  • $7.88 P/E (TTM): 2.57X Cap: $836M
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Q: Good morning,
Any advice on how to best manage this position given events in Turkey? Is this a time to patiently accumulate at /below market given a time of panic or stand aside.....

With thanks

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Read Answer Asked by Brad on August 14, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $75.25)
  • $75.25 P/E (TTM): 10.06X Cap: $1.14B
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Q: Morning guys: can you explain recent quarter. I love this name, have you considered putting it in one of your portfolios.
Thx
Mark

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Read Answer Asked by Mark on August 14, 2018

• Khiron Life Sciences Corp. (KHRN)
  • Cap: $9M
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Q: Hi, Would you give me your take on this Co., it seems they are getting ready for something big, is it a buy?

thanks 5i

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Read Answer Asked by Fernando on August 14, 2018

• Brookfield Real Assets Income Fund Inc. (RA $12.91)
  • $12.91 P/E (TTM): 17.03X Cap: $714M
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Q: I would appreciate your comments on this stock as it pays a 10.2% US dividend, has traded in a narrow band. Is this a high risk or low risk stock and how viable is this dividend?

Wayne

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Read Answer Asked by Wayne on August 14, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.53)
  • $18.53 Cap: $784M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.21)
  • $28.21 Cap: $8.93B
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• iShares Convertible Bond Index ETF (CVD $18.48)
  • $18.48 Cap: $113M
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Q: I'm trying to guage the risk with CVD. Can you compare the risk profile to XBB and CBO.

Thanks,

Joe

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Read Answer Asked by Joe on August 14, 2018

• Mawer Global Small Cap Fund Series A (MAW150 $17.10)
  • $17.10 P/E (TTM): 17.4X Cap: $846M
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• Mawer Global Equity Fund Series A (MAW120 $47.78)
  • $47.78 P/E (TTM): 16.7X Cap: $1.39B
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• Mawer International Equity Fund Series A (MAW102 $91.29)
  • $91.29 P/E (TTM): 18.1X Cap: $1.10B
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• Mawer Canadian Equity Fund Series A (MAW106 $115.16)
  • $115.16 P/E (TTM): 13.8X Cap: $1.13B
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Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan

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Read Answer Asked by Ivan on August 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you have any further insights following the conference call this morning.
Thanks, Tim.

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Read Answer Asked by tim on August 14, 2018

• Trilogy International Partners Inc. (TRL $0.24)
  • $0.24 Cap: $21M
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Q: I would appreciate your opinion on Trilogy’s recent quarterly results.

Thanks!

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Read Answer Asked by Gregory on August 14, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $167.89)
  • $167.89 P/E (TTM): 17.74X Cap: $12.52B
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• Restaurant Brands International Inc. (QSR $97.62)
  • $97.62 P/E (TTM): 25.31X Cap: $44.40B
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• North West Company Inc. (The) (NWC $48.56)
  • $48.56 P/E (TTM): 16.42X Cap: $2.28B
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Q: Good morning, which of the 3 stocks above would you buy today for income and some growth?
Thanks
Nancy

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Read Answer Asked by Nancy on August 14, 2018