Investment Q&A

• Covalon Technologies Ltd. (COV $2.42)
  • $2.42 P/E (TTM): 17.14X Cap: $66M
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• The Trade Desk Inc. (TTD $53.31)
  • $53.31 P/E (TTM): 109.24X Cap: $43.40B
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Q: Both cov and ttd had very good results by the end of last week. Would you recommend selling either or both?
David

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Read Answer Asked by David on August 13, 2018

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
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Q: How would explain the stock drop after good quarterly result? Would you consider the drop as an opportunity to add to my holding?

Thanks.

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Read Answer Asked by Saad on August 13, 2018

Q: In an answer to a question today,you wrote'There are lots of stocks that worry us'.Is it feasible to provide the names of these stocks?

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Read Answer Asked by Maurice on August 13, 2018

• Sun Life Financial Inc. (SLF $78.19)
  • $78.19 P/E (TTM): 15.52X Cap: $48.06B
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Q: Hi, any problems you see for this company? Was advised to get out of my position as it may go much lower. I’am mostly a income investor but do like a little growth as well.
Thanks,Brad

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Read Answer Asked by Brad on August 13, 2018

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: Hi,

Could I have your opinion on the latest quarterly result. The stock as double since dilution. Growth is impressive. Yet still burning cash but improving.

I have no position but looking at it on any pull back now.

Thanks,

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Read Answer Asked by Stephane on August 13, 2018

• Bank of America Corporation (BAC $45.79)
  • $45.79 P/E (TTM): 13.32X Cap: $332.72B
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• JPMorgan Chase & Co. (JPM $288.11)
  • $288.11 P/E (TTM): 14.3X Cap: $789.01B
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• Royal Bank of Canada (RY $182.51)
  • $182.51 P/E (TTM): 19.65X Cap: $256.70B
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• Toronto-Dominion Bank (The) (TD $100.60)
  • $100.60 P/E (TTM): 10.34X Cap: $172.66B
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• Bank of Nova Scotia (The) (BNS $76.97)
  • $76.97 P/E (TTM): 16.02X Cap: $95.53B
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Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated

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Read Answer Asked by Terence on August 13, 2018

• CI Financial Corp. (CIX $31.95)
  • $31.95 Cap: $4.58B
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Q: I've bought some shares on the day they reduce the dividend. Needless to say, the price come down a bit. Just want your thoughts on their move of dividend reduction and their forecast over the next 12-18 months. Thank you

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Read Answer Asked by DAVID on August 13, 2018

• Viemed Healthcare Inc. (VMD $7.09)
  • $7.09 P/E (TTM): 21.5X Cap: $275M
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Q: Hi team,

What are your thoughts on VMD's latest quarter? They appear to be in good financial shape and showing good growth.

Thanks

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Read Answer Asked by Keith on August 13, 2018

• Trip.com Group (CTRP)
  • P/E (TTM): 18.86X
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Q: Hi Peter
what is your view on this company, it dropped a lot from its high, is it a sell, buy or hold?
thanks

selina

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Read Answer Asked by selina on August 13, 2018

• Element Fleet Management Corp. (EFN $36.76)
  • $36.76 P/E (TTM): 28.01X Cap: $14.72B
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Q: Can I have your thoughts on EFN's recent earnings? Also, the report stated "Strategic assessment underway and progressing well". Any insight on this statement.

Thank you

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Read Answer Asked by Theodore on August 13, 2018

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I have noted the recent questions/answers on RNW and was wondering whether you considered the dividend reasonably safe in terms of it being primarily and income stock.
Thx

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Read Answer Asked by angus on August 13, 2018

• Bausch Health Companies Inc. (BHC $7.91)
  • $7.91 Cap: $2.92B
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Q: Hi folks, please get opinion on Q results for Bausch (formerly Valeant). Stock rallied on raised guidance but has since sold off. Thanks as always, JB

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Read Answer Asked by John on August 13, 2018

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: Any idea why Kirkland Lake Gold has taken a 7% + drop in it's price? Would you continue to recommend it? Thanks, Bil

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Read Answer Asked by William J on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Can we you please tell me why this stock is so down today?
Are you still recommending a buy and if so why?
Thank you

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Read Answer Asked by Susan on August 13, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.10)
  • $38.10 P/E (TTM): 23.68X Cap: $10.38B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.13)
  • $41.13 P/E (TTM): 517.27X Cap: $27.21B
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Q: which would be your choice today Thanks

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Read Answer Asked by michael on August 13, 2018

• Miscellaneous (MISC)
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Q: I would like your favorite names that pay a good dividend and look like the growth is still on the upswing.
Would like to live off the income in my retirement.
Thank you Peter & Ryan

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Read Answer Asked by Vicki on August 13, 2018

• Sienna Senior Living Inc. (SIA $18.73)
  • $18.73 P/E (TTM): 43.98X Cap: $1.70B
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Q: Hi Ryan Can I have your comments on the q2 results
Kind Regards
Stan

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Read Answer Asked by Stan on August 13, 2018

• Extendicare Inc. (EXE $13.10)
  • $13.10 P/E (TTM): 14.24X Cap: $1.06B
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Q: Morning Team,
EXE been rising for last 3 days to 7.85 and I hold 1000 @8.61,
It's time to get out at a smaller lost ?
Thanks as always.
Tak

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Read Answer Asked by Tak on August 13, 2018

• Linamar Corporation (LNR $68.17)
  • $68.17 P/E (TTM): 16.26X Cap: $4.10B
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• NFI Group Inc. (NFI $18.15)
  • $18.15 Cap: $2.18B
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• Martinrea International Inc. (MRE $8.30)
  • $8.30 Cap: $606M
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• Magna International Inc. (MG $58.13)
  • $58.13 P/E (TTM): 10.53X Cap: $16.77B
  • View MG Profile
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Q: I have listed a few comapnies that I believe are in the, let's call it "Tariff Penalty Box". My thinking is as follows:
1) They have already been hurt by the threat of tariffs.
2) If the tariffs do not come, they will 'pop'.
3) If the tariffs do come, they will also move up as the clarity of actual tariffs should ease concerns compared to the threat of nebullous, potential tariffs.

Does this seem reasonable to you? And do you agree that these four should all be on this list and are there others you would add to it?

Thank-you very much.

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Read Answer Asked by Alex on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT $50.94)
  • $50.94 Cap: $9.12B
  • View FLOT Profile
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Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.

Steve

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Read Answer Asked by Steve on August 13, 2018