Investment Q&A

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,397.88)
  • $2,397.88 P/E (TTM): 9.97X Cap: $51.85B
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Q: Do you have an opinion?

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Read Answer Asked by Garnet on February 16, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.68)
  • $45.68 P/E (TTM): 80.7X Cap: $22.70B
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Q: Hi Peter & team.

Looking for recommendations on getting some metals exposure into my portfolio. My risk tolerance is medium to high, looking for growth. Have been looking at TECK, CS, NMX, a few others.

Thank you!

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Read Answer Asked by Jeff on February 16, 2017

• SmartCentres Real Estate Investment Trust (SRU.UN $25.84)
  • $25.84 P/E (TTM): 15.09X Cap: $4.59B
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Q: Can you please comment on current valuation for SRU.UN. Fair valu or over valued?

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Read Answer Asked by Douglas on February 16, 2017

• Molina Healthcare Inc (MOH $157.59)
  • $157.59 P/E (TTM): 7.36X Cap: $8.25B
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Q: I know US stocks aren't your thing, but could you give me an opinion on Molina Healthcare. It looks very interesting to me after it's 17% drop yesterday.

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Read Answer Asked by Grant on February 16, 2017

• H&R Real Estate Investment Trust (HR.UN $11.60)
  • $11.60 Cap: $3.18B
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• Artis Real Estate Investment Trust (AX.UN $7.36)
  • $7.36 Cap: $712M
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Q: Can you tell me your top 3 REITs that would be best for income generation?
Thank you

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Read Answer Asked by Brigid on February 16, 2017

• Kinaxis Inc. (KXS $204.47)
  • $204.47 P/E (TTM): 416.79X Cap: $5.50B
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Q: KXS is enjoying a good run of late.. Wondering how you feel about it for a 5 - 7 year hold?

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Read Answer Asked by Ron on February 16, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Good morning Peter and Staff
I have Dhx.b in my RRSP. It's about a 2% weighting.
Please provide some stocks that you would replace it with?
Thank you

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Read Answer Asked by Jean on February 16, 2017

• Fortis Inc. (FTS $70.21)
  • $70.21 P/E (TTM): 20.38X Cap: $35.03B
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• Algonquin Power & Utilities Corp. (AQN $7.96)
  • $7.96 Cap: $6.22B
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Q: Hi team
I have a full position on FTS
and a 3/4 position in ema
I would like to add more to my utilities for dividend and
a slow growth purpose
would you recommend ema, aqn and cu, which one is safe
and which one has the potential for higher capital gains ?
thanks
Michael

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Read Answer Asked by Michael on February 16, 2017

• Currency Exchange International Corp. (CXI $20.02)
  • $20.02 P/E (TTM): 25.64X Cap: $126M
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Q: I appreciate your opinion about above stocks (CXI and EIF ).Thank you.ebrahim

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Read Answer Asked by ebrahim on February 16, 2017

• Insight Enterprises Inc. (NSIT $120.54)
  • $120.54 P/E (TTM): 27.78X Cap: $3.68B
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Q: Very grateful if you could provide your views on Insights Enterprises (nsit-q)and PCM Inc (pcmi-q). Is it buyable now ?
Feel free to deduct more than one credit to my account for any of my recent questions.

Many thanks,

Jacques

Upvote 1

Read Answer Asked by Jacques on February 16, 2017

• Miscellaneous (MISC)
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Q: Hello Peter & Team, I read in the newspaper this morning that Canada Goose will soon go public in Toronto and New York. According to the article, they have business in 34 countries, and they plan to expand their business. Will that be a good investment? Do they have debt? Do you know the exact date the stock will be available on the TSX? Regards, Gervais

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Read Answer Asked by Gervais on February 16, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Why does AGT Foods keep dropping ...what am I missing?

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Read Answer Asked by Ed on February 16, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: These headlines today.
"Canada's biggest market for peas, lentils in doubt as India cracks down on pests - See more at: http://www.timescolonist.com/life/canada-s-biggest-market-for-peas-lentils-in-doubt-as-india-cracks-down-on-pests"
SHOULD I DUMP MY AGT STOCK? I'm already down 3%.

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Read Answer Asked by Stephen on February 16, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: I allocate ~5% of my portfolio to speculative holdings. I consider APH, a marijuana stock, to fall under this category and currently hold this. I'm looking to add PHO to this category, as it sounds like a riskier growth stock. In your opinion, would adding a 2% allocation be sensible or would you advocate purchasing more of a full position to reap the full rewards? Would you ever advocate buying 2% positions?

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Read Answer Asked by Ryan on February 16, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Trading was halted. Know of any reason? Jim

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Read Answer Asked by jim on February 16, 2017

• Central Garden & Pet Company (CENT $34.28)
  • $34.28 P/E (TTM): 21.07X Cap: $2.22B
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Q: Having a pet, I know first hand how one can spend on it. What would be a good growth company or two in the field of pet care or supplies and what are your views on Central Gardens & Pet (cent-Q) ?
Thank you in advance for your good attention,

Jacques

Upvote 1

Read Answer Asked by Jacques on February 16, 2017

• Yangarra Resources Ltd. (YGR $1.01)
  • $1.01 P/E (TTM): 4.68X Cap: $104M
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Q: YGR is up over 5 fold in 1 year. Could I get your thoughts on this oil & gas small cap and whether you see more runway ahead?
Thanks.

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Read Answer Asked by Dan on February 16, 2017

• Boston Pizza Royalties Income Fund (BPF.UN $19.67)
  • $19.67 P/E (TTM): 21.42X Cap: $484M
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Q: Can you please comment on bpf.un recent earnings and valuation (and recent share drop)

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Read Answer Asked by Douglas on February 16, 2017

• Sun Life Financial Inc. (SLF $78.02)
  • $78.02 P/E (TTM): 15.52X Cap: $48.06B
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• Agnico Eagle Mines Limited (AEM $188.15)
  • $188.15 P/E (TTM): 23.11X Cap: $93.82B
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Q: I have the same question for both of these equities. Any comment on earnings and the reaction? Is it reasonable here to add a bit?

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Read Answer Asked by Alex on February 16, 2017

• Sun Life Financial Inc. (SLF $78.02)
  • $78.02 P/E (TTM): 15.52X Cap: $48.06B
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Q: Your thoughts on Sun Life news today? With a 3% price drop today would you this an opportunity to increase a holding?

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Read Answer Asked by Curt on February 16, 2017