Investment Q&A

• Royal Bank of Canada (RY $205.25)
  • $205.25 P/E (TTM): 20.7X Cap: $288.37B
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• Canadian National Railway Company (CNR $131.75)
  • $131.75 P/E (TTM): 18.08X Cap: $82.23B
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• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.21)
  • $78.21 P/E (TTM): 17.55X Cap: $13.65B
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• WSP Global Inc. (WSP $274.68)
  • $274.68 P/E (TTM): 44.5X Cap: $35.85B
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• NFI Group Inc. (NFI $15.62)
  • $15.62 Cap: $1.85B
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• Toromont Industries Ltd. (TIH $154.32)
  • $154.32 P/E (TTM): 26.1X Cap: $12.54B
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• Alimentation Couche-Tard Inc. (ATD $74.65)
  • $74.65 P/E (TTM): 19.8X Cap: $70.21B
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• Savaria Corporation (SIS $20.19)
  • $20.19 P/E (TTM): 26.18X Cap: $1.44B
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Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

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Read Answer Asked by Valter on November 14, 2017

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: Could I get an update on BXE.
They have made some management changes and appear to have cleared up debt. As they are a gas play also your view on NA gas and how the US LNG shipping will affect Canadian gas producers

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Read Answer Asked by Doug on November 14, 2017

• Martinrea International Inc. (MRE $10.49)
  • $10.49 Cap: $763M
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Q: How much upside is left in this stock? Is it approaching fair value?

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Read Answer Asked by Tyler on November 14, 2017

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Can you comment on earnings and give your outlook. Thanks, Rob

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Read Answer Asked by Rob on November 14, 2017

• Whitecap Resources Inc. (WCP $10.64)
  • $10.64 P/E (TTM): 7.27X Cap: $13.10B
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Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

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Read Answer Asked by Rob on November 14, 2017

• Air Canada Voting and Variable Voting Shares (AC $17.71)
  • $17.71 P/E (TTM): 4.86X Cap: $5.24B
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Q: Can you please comment on Air Canada and why it has been drifting lower as of late?
Thanks,
Rob

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Read Answer Asked by Rob on November 14, 2017

• Miscellaneous (MISC)
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Q: Could you provide, for the latest quarter, the ratio of beats and misses todate for both the US and Canada.
Earning and revenue if possible.
Thanks
Ed

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Read Answer Asked by Ed on November 13, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.54)
  • $4.54 P/E (TTM): 111.5X Cap: $42M
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Q: I have a question about TPK

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Read Answer Asked by j stuart on November 13, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN $69.01)
  • $69.01 P/E (TTM): 10.72X Cap: $3.67B
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Q: Please post the number of shares short on Boardwalk. It feels like time for a squeeze of the hedge funds who remain short this name.

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Read Answer Asked by malcolm on November 13, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please comment on Q3

Thank you!

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Read Answer Asked by David on November 13, 2017

• Glu Mobile Inc. (GLUU $12.50)
  • $12.50 P/E (TTM): 74.11X Cap: $2.18B
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Q: Would you consider this to be a potential momentum stock?

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Read Answer Asked by Elaine or Gerry on November 13, 2017

• Covalon Technologies Ltd. (COV $2.08)
  • $2.08 P/E (TTM): 26.25X Cap: $57M
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• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.42X Cap: $2.70B
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!

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Read Answer Asked by Martin on November 13, 2017

• Miscellaneous (MISC)
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Q: Hi 5i,

I understand you are raising your subscription prices soon, but can't find on the site as to when. Can you remind me when the new subscription rates are going up?

Thanks!

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Read Answer Asked by Wayne on November 13, 2017

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $22.34)
  • $22.34 Cap: $578M
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Q: What happen to Chorus on Thursday to cause the price to drop to 8.50? I had a stop lose at that price and got executed. I thought I was save. This was a big swing, my quess a sting bid.

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Read Answer Asked by Paul on November 13, 2017

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: What’s your read on today’s 4% drop. I have a 3% position for long term income plus a little growth.

Thank you

Geoff

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Read Answer Asked by Geoffrey on November 13, 2017

• Pioneering Technology Corp. (PTE $0.01)
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Q: Can you please comment on PTE. Is it worth holding on to. If not, can you suggest a couple stocks to replace it. Thanks

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Read Answer Asked by Bruce on November 13, 2017

• Klondex Mines Ltd. (KDX $3.07)
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Q: Hi. This company has take a big hit recently. I am wondering if it’s now time to move on or whether you think there is still potential. It had done extremely well a year or two ago

Thanks
Bryan

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Read Answer Asked by Bryan on November 13, 2017

• GE Aerospace (GE $300.88)
  • $300.88 P/E (TTM): 40.95X Cap: $319B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: Hello Gents, is GE worth a look at these levels? And what are your thoughts on the new Stelco? thank you, cp.

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Read Answer Asked by C on November 13, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $61.38)
  • $61.38 P/E (TTM): 26.89X Cap: $2.07B
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Q: The company's Q3 results and outlook this quarter looked very positive. Something seems to have happened, however, this morning. Is there some news that I am missing? Also what is your advice in light of whatever is going on? Thanks, as always.

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Read Answer Asked by Alan on November 13, 2017

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: I wondered whether you knew of any reason for the slump in PVG today.
Mike

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Read Answer Asked by Mike on November 13, 2017