Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Bank of Nova Scotia (The) (BNS $78.78)
  • $78.78 P/E (TTM): 16.46X Cap: $97.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Open Text Corporation (OTEX $44.16)
  • $44.16 P/E (TTM): 12.98X Cap: $11.09B
  • View OTEX Profile
  • View Questions on OTEX
• Savaria Corporation (SIS $20.73)
  • $20.73 P/E (TTM): 27.32X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $22.83)
  • $22.83 P/E (TTM): 19.93X Cap: $2.34B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !

Upvote 0

Read Answer Asked by Bryan on February 07, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When looking at market screeners, which 5 or 6 top criteria would you normally pick with regards to both growth or income stocks? Thanks, as always,for your service....

Upvote 0

Read Answer Asked by adam on February 07, 2019

Q: Do you consider ABT a buy at current price?

Upvote 0

Read Answer Asked by Rick on February 07, 2019

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $241.61)
  • $241.61 P/E (TTM): 86.87X Cap: $13.56B
  • View SOXX Profile
  • View Questions on SOXX

Q: Can you give a current view on this ETF-SOXX

Upvote 0

Read Answer Asked by Kim on February 07, 2019

• Skyworks Solutions Inc. (SWKS $74.94)
  • $74.94 P/E (TTM): 29.24X Cap: $11.12B
  • View SWKS Profile
  • View Questions on SWKS

Q: Hi Peter and Ryan,
Pls give your thought and outlook on Skyworks Solution's quartly earning.

It reported slightly miss in earning, but the stock popped up 12% this morning, was it because the company gave positive earning and revenue guidance or the 2b. share buy back?

Thanks as always.

Upvote 0

Read Answer Asked by Pui on February 07, 2019

• Labrador Iron Ore Royalty Corporation (LIF $26.41)
  • $26.41 P/E (TTM): 15.06X Cap: $1.69B
  • View LIF Profile
  • View Questions on LIF

Q: LIF-T is up over 39% since January 21st. Iron Ore prices are up significantly as well.
Should shareholders be concerned regarding the news release today by Altius Minerals Corp regarding their communication to the board of LIORC on Jan 25th and the Feb 1st LIORC response to Altius? Thanks

Upvote 0

Read Answer Asked by Gordon on February 07, 2019

Q: I am down on ARX and TRP.
Are these two worth holding on to or should I move on.
What are a good substitutes for them.
Thanks in advance

Upvote 0

Read Answer Asked by John on February 07, 2019

• Automotive Properties Real Estate Investment Trust (APR.UN $11.56)
  • $11.56 P/E (TTM): 12.2X Cap: $573M
  • View APR.UN Profile
  • View Questions on APR.UN

Q: Morning guys:
Is this worthy of a solid growth investment. Noticed it has a yield close 8 percent.
Thx

Upvote 0

Read Answer Asked by Mark on February 07, 2019

• Enbridge Inc. (ENB $66.54)
  • $66.54 P/E (TTM): 22.65X Cap: $142.68B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Power Corporation of Canada Subordinate Voting Shares (POW $57.91)
  • $57.91 P/E (TTM): 13.63X Cap: $37.02B
  • View POW Profile
  • View Questions on POW

Q: I have been a long term holder of POW and have become frustrated with the performance of the share price and dividend increases. I am interested in replacing it with ENB, BIP.UN, or IPL ? I accept that these companies are in different sectors. It seems the Demarais family cannot enhance shareholder value despite the multiple voting shares they hold. Thanks. Joe

Upvote 0

Read Answer Asked by Joseph on February 07, 2019

• Pembina Pipeline Corporation (PPL $52.00)
  • $52.00 P/E (TTM): 17.09X Cap: $29.75B
  • View PPL Profile
  • View Questions on PPL
• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL

Q: I own both and wonder if that makes sense .
I am considering selling ppl and purchase more ipl to capture the greater yield .
The upside for each I am assuming should be more or less equal.
Do you think this would be prudent

Upvote 0

Read Answer Asked by Leon on February 07, 2019

• Pieridae Energy Limited (PEA)
  • Cap: $95M
  • View PEA Profile
  • View Questions on PEA

Q: Hi

I received these shares from when they took over IKM. They are down quite a bit, what are your thoughts on PEA?
Thanks

Upvote 0

Read Answer Asked by Amy on February 07, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $54.01)
  • $54.01 P/E (TTM): 23.85X Cap: $1.82B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: Correct me if I am wrong, but there seems to be some
insider buying and company repurchasing of shares of Badger Daylighting in the last several months. Would you
consider this to be a buy still or has it gone up too much
already? Thanks

Upvote 0

Read Answer Asked by James on February 07, 2019

• Exchange Income Corporation (EIF $72.80)
  • $72.80 P/E (TTM): 28.94X Cap: $3.74B
  • View EIF Profile
  • View Questions on EIF

Q: Hi Team. I would like the percentage change in the short positions on Eif on both sides of the border. Thank you so much, Alan

Upvote 0

Read Answer Asked by Alan on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: What would you suggest? Upon the completion of the the sale of Crius Energy Trust (KWH.UN) at the close of the proposed sale should I accept the offer and exit or should or should I grant my shares to the new firm, Vistra Energy (VST)?

Upvote 0

Read Answer Asked by David on February 07, 2019

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $76M
  • View WM Profile
  • View Questions on WM

Q: some good news with this stock. should I buy more. thanks

Upvote 0

Read Answer Asked by William on February 07, 2019

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.89)
  • $9.89 P/E (TTM): 14.91X Cap: $668M
  • View RAY.A Profile
  • View Questions on RAY.A

Q: What is the big difference in Spotify and Stingray?
Sounds to me Spotify is taking over the digital music market pretty drastically.
What are the chances for Stingray?

Upvote 0

Read Answer Asked by Josh on February 07, 2019

• Element Fleet Management Corp. (EFN $36.90)
  • $36.90 P/E (TTM): 27.34X Cap: $14.94B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: I owned efn in the past but sold last year as a tax loss. is it time to repurchase this stock. thanks bill

Upvote 0

Read Answer Asked by William on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: VST is acquiring KWH. Comments on the transaction please ?

Upvote 0

Read Answer Asked by Luc on February 07, 2019

• NVIDIA Corporation (NVDA $173.35)
  • $173.35 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA

Q: My full position in Nvidia has fallen to a half position. Would you bring back to a full position at this point?
Thanks Peter

Upvote 0

Read Answer Asked by Peter on February 06, 2019

• Methanex Corporation (MX $46.96)
  • $46.96 P/E (TTM): 10.04X Cap: $3.15B
  • View MX Profile
  • View Questions on MX

Q: Hello: I notice the price of MX has dropped from over $100 to its present level. I have shares in my RRIF. I bought in when the price was much lower. Would you suggest selling now and repurchasing later or wait out for prices to improve again?
Thanks
Ken Beatty

Upvote 0

Read Answer Asked by Ken on February 06, 2019