Investment Q&A

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.21)
  • $12.21 P/E (TTM): 25.71X Cap: $3.52B
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Q: I have sold Pure Industrial AAR.UN due to pending take-over. What would you recommend as a replacement for industrial?

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Read Answer Asked by Carl on January 15, 2018

• High Arctic Energy Services Inc. (HWO $0.84)
  • $0.84 Cap: $10M
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Q: Update please

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Read Answer Asked by Roy on January 15, 2018

• Southern Company (The) (SO $93.56)
  • $93.56 P/E (TTM): 24.47X Cap: $104.03B
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Q: Good Evening
I am an income investor.
I own SO for several years. They have never cut their dividend and to the contrary increase their dividend every year.
I am perplexed as to why Goldman Sachs recommends that investors sell Southern.
Is there something we are not aware of.
Thanks

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Read Answer Asked by Terry on January 15, 2018

• VersaBank (VBNK $14.01)
  • $14.01 P/E (TTM): 13.05X Cap: $453M
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Q: Hello, what do you think of VersaBank ? Can you comment on the valuation and growth prospect over the next few years. Thank you.

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Read Answer Asked by Pierre on January 15, 2018

• Brookfield Renewable Partners L.P. (BEP.UN $34.08)
  • $34.08 Cap: $22.38B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: While I know BEP is a larger company, could you please compare these two in terms of debt, safety of dividend and stock price and potential problems?

What would be the effect of a 1% rise in interest rates for these and other utility companies?
Thanks for your thoughts.

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Read Answer Asked by Pat on January 15, 2018

• Purpose Enhanced Dividend Fund (PDIV $9.18)
  • $9.18 P/E (TTM): 4.15X Cap: $61M
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Q: New offering. Can I get your opinion on the safety, cost and construction of this fund. Is there anything similar or better in your opinion? Thanks, JAMES

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Read Answer Asked by JAMES on January 15, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: Pls provide your assessment on PHM compared to its current price.

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Read Answer Asked by Vinod on January 15, 2018

• Falcon Oil & Gas Ltd. (FO $0.14)
  • $0.14 Cap: $149M
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Q: Hi team

Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks

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Read Answer Asked by Meghan on January 15, 2018

• Great-West Lifeco Inc. (GWO $53.50)
  • $53.50 P/E (TTM): 13.32X Cap: $49.40B
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• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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• Power Corporation of Canada Subordinate Voting Shares (POW $56.98)
  • $56.98 P/E (TTM): 13.85X Cap: $36.37B
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• IGM Financial Inc. (IGM $48.21)
  • $48.21 P/E (TTM): 11.92X Cap: $11.27B
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Q: I am interested in buying GWO but wonder if I should be buying PWF instead? PWF has a holding company discount of over 15% which seems to imply that I am getting IGM “for free”. But then there is a discount on POW too and I don’t understand the two-level holding company structure -can you explain this? Why does POW not issue POW shares to PWF holders to eliminate one of the levels? Out of GWO, PWF and POW, which one would you buy?

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Read Answer Asked by David on January 15, 2018

• Seagate Technology Holdings PLC (STX $155.60)
  • $155.60 P/E (TTM): 22.32X Cap: $31.32B
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Q: Appreciate an update on Seagate as it appears to be getting some attention and some trading activity.



w

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Read Answer Asked by Wayne on January 15, 2018

• BRP Inc. Subordinate Voting Shares (DOO $73.89)
  • $73.89 Cap: $5.21B
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.66)
  • $20.66 Cap: $548M
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Q: chorus has gotten hammered last few days, any reason other than the labor contract .
and brp you had as a top pick, they announced new products and it also went down. anything i am missing.
dave

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Read Answer Asked by david on January 15, 2018

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Pls provide your assessment of AGT at its current price. Do you see any growth potential within next 6 months. FYI Yesterday Motley fool has added it to their recommendations list. Thanks.

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Read Answer Asked by Vinod on January 15, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: We noticed that Enercare is down over 7 percent in the last three months. As bond yields go up and Enercare dividends are not increasing at the same rate, do you have any concerns over their valuation for the next one to three years?

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Read Answer Asked by Allen on January 15, 2018

• AltaGas Ltd. (ALA $41.65)
  • $41.65 P/E (TTM): 15.81X Cap: $12.49B
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Q: Just wondering if there is any news on this one? Thanks!

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Read Answer Asked by Ann on January 15, 2018

• Cineplex Inc. (CGX $10.44)
  • $10.44 Cap: $655M
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Q: CGX downgraded today with a $37 target price.Dropped by $1.83 to $32 to continue its recent decline.Now at a 5 yr low.

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Read Answer Asked by Peter on January 15, 2018

• Cineplex Inc. (CGX $10.44)
  • $10.44 Cap: $655M
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Q: Guest on Market Call Tonight states CGX is spending all of its free cash flow on the dividend. Please refute or confirm, I'm in the stock for the dividend. Thanks 5i.

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Read Answer Asked by Richard on January 15, 2018

• Miscellaneous (MISC)
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Q: If a company decides to adopt Blockchain where would you look to track the effects? For example would the company look to increase their revenues, or lower costs? Or is the benefit simply one of efficiency in record keeping? How would a company like Kodak be enriched?

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Read Answer Asked by Phil on January 15, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.38)
  • $79.38 P/E (TTM): 16.1X Cap: $13.97B
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• Kinaxis Inc. (KXS $197.13)
  • $197.13 P/E (TTM): 428.71X Cap: $5.51B
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• Alimentation Couche-Tard Inc. (ATD $69.42)
  • $69.42 P/E (TTM): 18.79X Cap: $66.30B
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• Premium Brands Holdings Corporation (PBH $93.20)
  • $93.20 P/E (TTM): 35.01X Cap: $4.19B
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• Savaria Corporation (SIS $21.13)
  • $21.13 P/E (TTM): 30.25X Cap: $1.52B
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• goeasy Ltd. (GSY $210.88)
  • $210.88 P/E (TTM): 13.19X Cap: $3.40B
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Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

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Read Answer Asked by Joaquin on January 15, 2018

• EQB Inc. (EQB $100.19)
  • $100.19 P/E (TTM): 10.41X Cap: $3.91B
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Q: Equitable Group bounced back from last summer when the Home Capital debacle hit to reach its previous high of $72 on January 2nd. Since then, it has declined to just above $66 today - a decline of almost 9%. I see no reason why. Can you provide any insight?

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Read Answer Asked by Mark on January 15, 2018

• Bank of America Corporation (BAC $47.47)
  • $47.47 P/E (TTM): 13.49X Cap: $341.90B
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• Citigroup Inc. (C $95.14)
  • $95.14 P/E (TTM): 14.67X Cap: $169.93B
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• JPMorgan Chase & Co. (JPM $293.09)
  • $293.09 P/E (TTM): 14.17X Cap: $796.21B
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• Morgan Stanley (MS $147.69)
  • $147.69 P/E (TTM): 16.79X Cap: $229.68B
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Q: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton

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Read Answer Asked by Clayton on January 15, 2018