Investment Q&A

• Precision Drilling Corporation (PD $78.24)
  • $78.24 P/E (TTM): 11.92X Cap: $1.04B
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• Secure Waste Infrastructure Corp. (SES $16.61)
  • $16.61 P/E (TTM): 20.0X Cap: $3.80B
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• Calfrac Well Services Ltd. (CFW $3.41)
  • $3.41 P/E (TTM): 34.2X Cap: $292M
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• Trican Well Service Ltd. (TCW $5.79)
  • $5.79 P/E (TTM): 10.87X Cap: $1.04B
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Q: I feel like the oil sector is turning the corner and want look at some oilfield service companies. Which do you feel is a "safe" way to play this, looking for a "good" balance sheet and someone that isn't going to just issue equity as soon as their stock price runs up a bit. Please consider companies beyond those listed above.

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Read Answer Asked by Rob on October 24, 2016

• Miscellaneous (MISC)
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Q: Why would FP report the TSX is up 155.73pts.
Globe & Mail reports TSX up 92.12pts, as does i-Trade.
Yahoo has TSX up 90.77pts.
Thank you.
HD

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Read Answer Asked by Helen on October 23, 2016

• Concordia Healthcare (CXR)
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Q: Thoughts on Mark Thompson stepping down as CEO of Concordia?

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Read Answer Asked by Colum on October 21, 2016

• Alaris Equity Partners Income Trust (AD.UN $18.67)
  • $18.67 P/E (TTM): 6.25X Cap: $848M
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Q: Please recommend whether this is a hold or sell and your reasons.

Many thanks, Anne

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Read Answer Asked by Anne on October 21, 2016

• Nike Inc. (NKE $78.55)
  • $78.55 P/E (TTM): 36.29X Cap: $116.92B
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Q: I have a small position in NKE but it has a significant loss in stock value and corresponding options. Do you think I should persevere in keeping the stock or move on?

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Read Answer Asked by Linda on October 21, 2016

• Colabor Group Inc. (GCL $0.75)
  • $0.75 Cap: $76M
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Q: Hello,
Colabor Group is up almost 12% today with heavy volume. Any news on this company? Is this a good time to get in?

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Read Answer Asked by Mike on October 21, 2016

• Concordia Healthcare (CXR)
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Q: I heard there were rumors of a takeover...

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Read Answer Asked by Brenda on October 21, 2016

• Concordia Healthcare (CXR)
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Q: up big this a.m. Thoughts??? Thx

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Read Answer Asked by blake on October 21, 2016

• iShares S&P/TSX SmallCap Index ETF (XCS $25.47)
  • $25.47 P/E (TTM): 26.42X Cap: $151M
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Q: I own the following Canadian small caps.
RRX, QST, XCS, BIP 191, SIS and GUD. I am considering selling BIP 191. Any other recommendations including ETF, mutual funds or individual stocks to purchase or sell any existing holdings ?

Thank You

Paul

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Read Answer Asked by paul on October 21, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.8X Cap: $784M
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• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• AirBoss of America Corp. (BOS $5.25)
  • $5.25 Cap: $143M
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• K-Bro Linen Inc. (KBL $36.67)
  • $36.67 P/E (TTM): 21.38X Cap: $475M
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• Vecima Networks Inc. (VCM $10.41)
  • $10.41 P/E (TTM): 65.25X Cap: $253M
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Q: Could you suggest some candidates to buy during year-end tax loss selling, either from the 5i universe or more generally? I am considering BOX, DHX.B, VCM, KBL, DH. Your views on these five would be appreciated.

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Read Answer Asked by David on October 21, 2016

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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• IntelliPharmaCeutics International Inc. (IPCI $0.08)
  • $0.08 Cap: $2M
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Q: intrinsic software and intellipharma
are either one or both of these companies worth a speculative bet?
how would they rank compared to other specualtives opportunities such as czo

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Read Answer Asked by Gary on October 21, 2016

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Currently crh is less then 1% of portfolio. Debating to buy more at current prices to a full position of 5% but not sure if the current price is over valued currently.

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Read Answer Asked by Tim on October 21, 2016

• Tourmaline Oil Corp. (TOU $57.62)
  • $57.62 P/E (TTM): 14.35X Cap: $21.58B
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Q: Hi Peter and Ryan, please comment on Shell asset acquisition. Would it be wise to jump into a full position today or wait until the US election is over?
Many thanks.

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Read Answer Asked by Martin on October 21, 2016

• Bank of Nova Scotia (The) (BNS $83.47)
  • $83.47 P/E (TTM): 16.71X Cap: $99.05B
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• Exco Technologies Limited (XTC $6.63)
  • $6.63 P/E (TTM): 10.65X Cap: $251M
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Q: I am primarily building an income portfolio for retirement in 5-6 years. It will represent about 30-40% of my retirement income. Alongside this I like to invest in some equities for capital gains. My question revolves around the need for any value investments I have owned EFV for about 10 years and really has done nothing. I also own the Chou 100 and 102 funds. My question is whether or not you think to be properly diversified one should have some money in value investments. If so, what ones would you recommend.

Thank You

Paul

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Read Answer Asked by paul on October 21, 2016

• Canexus Corporation (CUS $1.64)
  • $1.64 P/E (TTM): 27.9X Cap: $1.66B
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Q: I would like to add some fixed income to my portfolio and am looking at Canexus Debenture "D" 6.5% due 12/31/21. What are your thoughts? How do debentures differ from bonds?
Thanks

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Read Answer Asked by Glen on October 21, 2016

• Strathcona Resources Ltd. (SCR $37.63)
  • $37.63 P/E (TTM): 11.69X Cap: $8.01B
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Q: whats your take on scr Q4 results. hold on or tire fire. Im in at $.44 btw

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Read Answer Asked by Mark on October 21, 2016

• Data Communications Management Corp. (DCM $1.57)
  • $1.57 P/E (TTM): 13.08X Cap: $85M
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Q: DCM was a top pick on BNN. I had never heard of it so did a quick peak at the management presentation and the numbers on TD web broker. Not a big fan of the print business but the numbers looked amazing. According to web broker its barely trading at 1x cashflow or earnings. Does that seem right? How much cashflow are they actually generating and what is the total level of debt?
What are you current thoughts on the company?

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Read Answer Asked by Rob on October 21, 2016

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.34)
  • $20.34 Cap: $527M
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Q: I was thinking of purchasing some stock in this company, just wanted to get your thoughts on them, would now be a good time to enter for a 2-3 year period.

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Read Answer Asked by Don on October 21, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.26)
  • $23.26 P/E (TTM): 20.15X Cap: $2.36B
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Q: What are your thoughts on DHX and how does this compare to Spin master, since they are catering to the same market segment. Which has better long term growth and why?
Thanks
Matt

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Read Answer Asked by Matthew on October 21, 2016

• Whitecap Resources Inc. (WCP $10.15)
  • $10.15 P/E (TTM): 6.99X Cap: $12.53B
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Q: What are your top ranked Jr. Oil and Gas companies for dividend safety and potential income growth

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Read Answer Asked by LUC on October 21, 2016