Investment Q&A

• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $581M
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• Savaria Corporation (SIS $22.13)
  • $22.13 P/E (TTM): 28.58X Cap: $1.58B
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• goeasy Ltd. (GSY $167.94)
  • $167.94 P/E (TTM): 10.14X Cap: $2.69B
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Q: Hi, Could you give 3 small cap and 3 mid cap recommendations for me to look at on the tsx. I'm looking for good management with a good balance sheet. Something with some risk is ok provided the possibility for good growth is there.
Thanks.

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Read Answer Asked by Peter on May 14, 2018

• Booking Holdings Inc. (BKNG $5,030.55)
  • $5,030.55 P/E (TTM): 33.08X Cap: $162.15B
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Q: Thoughts on Q1 results and prospects going forward. The stock took a small dip. Thank you.

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Read Answer Asked by Ty on May 14, 2018

• Canadian Natural Resources Limited (CNQ $44.90)
  • $44.90 P/E (TTM): 11.39X Cap: $93.78B
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Q: Hi, any insight why CNQ is not moving up as fast as some of the other companies (i.e. Suncor) given the rising oil prices and their latest earnings positive? Thanks Kim

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Read Answer Asked by Kimberely on May 14, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Could you comment on GC's earnings and why it bounced so much? What is longer term outlook? I've seen some references in the questions to a spectacular quarter but not sure I've seen anyone ask for your thoughts on the actual results. Would appreciate your analysis. Thanks,

Chris

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Read Answer Asked by Chris on May 14, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.76)
  • $39.76 P/E (TTM): 14.83X Cap: $1.04B
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Q: I asked about a replacement for SIN.UN. You suggested CDZ. That wouldn't be suitable for me. I already have XDV. I was looking for something with a higher rate of return. Would ZWU or ZWC be suitable?

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Read Answer Asked by Ron on May 14, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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Q: Whoa!!!

1. How bad is it and what does it mean re: audit and possible accounting violations?

2. Is anti-virus still relevant - isn't this free from others (Microsoft)? How much of SYMCs revenue comes from anti-virus?

Buying opportunity or does this reek of corruption and something much worse?

Cam

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Read Answer Asked by Cameron on May 14, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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Q: Hello,
Can you please comment on the accounting issues at Symantec.
I am thinking about adding to this name on this big drop.
Thanks..Rob

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Read Answer Asked by Robert on May 14, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Would you be a buyer of TV? The results were not great. I was thinking of buying a half position.

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Read Answer Asked by sean on May 14, 2018

• Savaria Corporation (SIS $22.13)
  • $22.13 P/E (TTM): 28.58X Cap: $1.58B
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Q: Good surprise to see SIS up $1 on 5/11 after "so so" results.Any reason?Txs for U usual great services & views

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Read Answer Asked by Peter on May 14, 2018

• Miscellaneous (MISC)
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Q: In a very general basis, what does it mean to "clean up" one's balance sheet? What makes a balance sheet strong vs weak?

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Read Answer Asked by Mike on May 11, 2018

• Chartwell Retirement Residences (CSH.UN $20.83)
  • $20.83 P/E (TTM): 93.95X Cap: $6.06B
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• Extendicare Inc. (EXE $16.31)
  • $16.31 P/E (TTM): 16.57X Cap: $1.36B
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• Sienna Senior Living Inc. (SIA $19.10)
  • $19.10 P/E (TTM): 47.85X Cap: $1.76B
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Q: Can you please comment on the earnings for all three companies?

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Read Answer Asked by Donald on May 11, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.18)
  • $38.18 P/E (TTM): 77.14X Cap: $6.04B
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• Chartwell Retirement Residences (CSH.UN $20.83)
  • $20.83 P/E (TTM): 93.95X Cap: $6.06B
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Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?

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Read Answer Asked by Albert on May 11, 2018

• Pollard Banknote Limited (PBL $20.35)
  • $20.35 P/E (TTM): 15.35X Cap: $550M
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Q: With the great earnings and move in shares of GC, TSGI and ITX What U S Gaming companies look good today, Las Vegas Sands, MGM, Wynn, CZR.. Which ones would you buy today ?RAK

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Read Answer Asked by bob on May 11, 2018

• Miscellaneous (MISC)
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Q: Is there a list available somewhere for Canadian companies also trading in the US?

Thank You

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Read Answer Asked by Craig on May 11, 2018

• MongoDB Inc. (MDB $369.05)
  • $369.05 Cap: $30.02B
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Q: Could you comment on MongoDB it is an American tech company which has had an extremely good run and growth since IPO

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Read Answer Asked by Danny on May 11, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Caterpillar Inc. (CAT $570.59)
  • $570.59 P/E (TTM): 29.39X Cap: $267.30B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Xylem Inc. New (XYL $149.09)
  • $149.09 P/E (TTM): 38.88X Cap: $36.29B
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• XPO Inc. (XPO $138.29)
  • $138.29 P/E (TTM): 51.94X Cap: $16.23B
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Q: Hi team !
In order to beef up my industrial sector, I am looking for one or two names with the best growth potential, moderate risk for a 2-3 years time frame.
In addition to the names listed above, I am looking at NV5 Global (nvee) and Arcelor Mital (mt). Feel free to suggest other options.
Grateful if you would formulate your recommandations at this time with the reason why and your preference. Do you own any of these stocks ?
Please deduct credits as you see fit.
A grateful Montrealer,
Jacques

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Read Answer Asked by Jacques on May 11, 2018

• Baozun Inc. (BZUN $3.32)
  • $3.32 Cap: $191M
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Q: Can you tell me what you think of this company and would you buy it (say half position) before it reports next week? Also what are the expectations for when it reports? Thank you. Great service.

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Read Answer Asked by John on May 11, 2018

• Profound Medical Corp. (PRN $8.27)
  • $8.27 Cap: $248M
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Q: There was a news release today on Profound Medical Corp. Obviously it looks positive, but how significant is it for the company? What timeframe before significant growth should I expect if I start a position in this company. Thanks!

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Read Answer Asked by Jean-Bernard on May 11, 2018

• Tucows Inc. (TC $26.77)
  • $26.77 Cap: $307M
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Q: Please provide your opinion on Tucows going forward and their latest results. Thanks 5i

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Read Answer Asked by mike on May 11, 2018

• BYD Co - Class H (BYDDF $12.58)
  • $12.58 Cap: $68.52B
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Q: Hi,

Do you have an opinion on BYD Motors? Is this something to consider for a long term hold?

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Read Answer Asked by Darrin on May 11, 2018