Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Kinaxis Inc. (KXS $129.45)
  • $129.45 P/E (TTM): 72.49X Cap: $3.44B
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• Premium Brands Holdings Corporation (PBH $105.22)
  • $105.22 P/E (TTM): 72.19X Cap: $4.67B
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• Savaria Corporation (SIS $25.72)
  • $25.72 P/E (TTM): 29.94X Cap: $1.83B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.40)
  • $19.40 P/E (TTM): 26.07X Cap: $1.94B
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Q: Gentlemen,
Could you please list your top five growth companies? Tks
Andy,

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Read Answer Asked by Andrew on November 23, 2017

• Miscellaneous (MISC)
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Q: Re your company report metrics
The metrics include %'s for 5 yr periods. Are those %'s total for the period or av. annual?

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Read Answer Asked by Carl on November 23, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $13.49)
  • $13.49 P/E (TTM): 11.76X Cap: $16.28B
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Q: I have no pure oil names in my portfolio. I do own ENB, ALA and VET. Would you recommend an oil name or two, and/or a services company that will benefit from higher oil prices. Thanks, Penny

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Read Answer Asked by Penny on November 23, 2017

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 32.91X
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Q: Do you have an ETF that is specific to Japan that is hedged to CAD and if possible avoids the poor companies like Panasonic and has the robotic stocks and the chip and wafer testing tech. stocks.
John

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Read Answer Asked by John on November 23, 2017

Q: Apparently,
"The National Post sold the rights to the Financial Post information services that included the Dividend records and a lot of information that they produced. (Convertibles, warrants, New Highs, New Lows) That list would have been part of the information services for which the Financial Post no longer has the rights."

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Read Answer Asked by Russ on November 23, 2017

• Global X US Dollar Currency ETF (DLR $13.92)
  • $13.92 P/E (TTM): 13.15X Cap: $277M
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Q: Is there an etf that will go up as the cdn $ goes down. Vrs the us$
I am not interested in double bear etf
Thanks.

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Read Answer Asked by Leon on November 23, 2017

Q: Hey Peter. I had a look at your last BNN visit and was considering adding ABT based on it being a top pick. I have reviewed your recent questions and answers as well. I'm wondering if you were making the pick today would it still be a top pick based on the lower valuation? If not, at what price point would you suggest someone starting to enter with a half position?

Thanks!

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Read Answer Asked by Tim on November 23, 2017

• Miscellaneous (MISC)
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Q: Looking for your analysis of broader Canadian market and how US policies will shift our businesses in next couple years. I've only invested in Canadian companies in the past 2 years and have done very well. I'm looking to shift into US equity .... And transferring funds to be able to trade in US. What's your take with currency fluctuations...is it worth it?
Also looking for some 2018 picks.
You can deduct however many credits.

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Read Answer Asked by Mohammed on November 23, 2017

• Miscellaneous (MISC)
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Q: Just wandering if there is an easy way of locating a blog that 5i wrote quite awhile ago about the low volatility etf ZLB. Is there a way that a member can search your database to locate such older blogs? Many tnx.

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Read Answer Asked by Jacques on November 23, 2017

• State Street Materials Select Sector SPDR ETF (XLB $53.00)
  • $53.00 P/E (TTM): 26.04X Cap: $7.18B
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• State Street Industrial Select Sector SPDR ETF (XLI $176.70)
  • $176.70 P/E (TTM): 26.42X Cap: $31.27B
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Q: What is the difference between these two 'material select' SPDRs?
Which one would be a better choice?
Thank you Team!

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Read Answer Asked by Sigrid on November 23, 2017

• Miscellaneous (MISC)
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Q: Take 6 points if necessary
Canadian companies only
Without any oil and gas prices prices considerations and on pure COMPANY MERIT(balance sheet, poeple, execution and past behaviour)
What are your 3 best gas producers non shale for the next year
What are your 3 best oil producers non shale for the next year
What is your 1 best oilsand producer for the next year
What is your 1 best shale gas producer for the next year
What is your1 best shale oil producer for the next yeaR
THANKS
CDJ

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Read Answer Asked by claude on November 23, 2017

• NFI Group Inc. (NFI $17.40)
  • $17.40 Cap: $2.08B
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• Magna International Inc. (MG $87.86)
  • $87.86 P/E (TTM): 17.63X Cap: $24.91B
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Q: Hi Peter, Ryan & Staff,
Seeing how NFI has been moving sideways, would it be better to switch out of it and go with MG instead.
What are your thoughts.
Thanks for the great service.
Ivan

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Read Answer Asked by Ivan on November 23, 2017

• Open Text Corporation (OTEX $34.28)
  • $34.28 P/E (TTM): 14.09X Cap: $8.39B
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Q: Saw u earlier comment--downgraded by Macq to underperformed.Some worried about its digestion of recent acquisition resulting in increase in debt.Is this a good entry point to establish a new position.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 23, 2017

• Katanga Mining Limited (KAT $0.16)
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Q: Do you expect Katanga's shares to fall much further based on recent news? Would you sell it and take a profit if you owned it? There's talk of a class action suit. How serious a development is this? Could it be a buying opportunity, assuming cobalt has a bright future? Thanks.

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Read Answer Asked by Brian on November 23, 2017

• Gold Springs Resource Corp. (GRC $0.10)
  • $0.10 Cap: $28M
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Q: Can I please get an assessment of Grenville's numbers that came out late Tuesday? Do those numbers indicate any sign of a turn around by the company? Regards, Pete.

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Read Answer Asked by Peter on November 23, 2017

• Eaton Vance Tax Advantaged Dividend Income Fund of Beneficial Interest (EVT $26.37)
  • $26.37 P/E (TTM): 17.04X Cap: $1.96B
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Q: is this worth 5 % investment in a US account and which one, tfsa ,rsp or US cash.
Thank You, James

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Read Answer Asked by JAMES on November 23, 2017

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Q: Have some money top up my TFSA account $40000. What 5 companies would you recommend to start portfolio. And when would you purchase considering tax loss selling etc.

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Read Answer Asked by Todd on November 23, 2017

• iShares Gold Bullion ETF (CGL $39.95)
  • $39.95 Cap: $2.85B
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• SPDR Gold Shares (GLD $477.48)
  • $477.48 Cap: $178.62B
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Q: I own CEF.A in my open CAD account and the USD version of the Central Fund of Canada in my TFSA. Is there a comparable investment substitute for these two?

Thanks.

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Read Answer Asked by James on November 23, 2017

• Vermilion Energy Inc. (VET $14.53)
  • $14.53 Cap: $2.19B
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Q: I have a question about VET stock price and OIL price correlation:
Jan 01/17 VET: 57.14 OIL WTI: 56.85
Today: VET: 44.79 OIL: 57.73
Why the disconnect? Does this mean oil price is heading south or VET prospects are worst then at the start of the year? Is it future oil price reflected in the stock price?
If you had to make an educated guess where do you think the oil price is heading? I know it is not a realistic question but just for fun, what is your current thinking?

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Read Answer Asked by JR on November 23, 2017

• Gildan Activewear Inc. (GIL $94.55)
  • $94.55 P/E (TTM): 22.88X Cap: $14.53B
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• H&R Real Estate Investment Trust (HR.UN $10.63)
  • $10.63 Cap: $2.93B
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• Stantec Inc. (STN $130.33)
  • $130.33 P/E (TTM): 28.41X Cap: $14.08B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Gamehost Inc. (GH $11.75)
  • $11.75 P/E (TTM): 11.75X Cap: $243M
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 113.06X Cap: $864M
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Q: In a 250k investment portfolio we have over 20 stocks. We would like to trim some of the smaller positions and top the others.From larger to smaller holdings HR.UN, GIL, ET, STN, GH,ECN,TCN. 2 to add to, 5 to dispose or 3 and 4. Which would you keep.
Thank you.

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Read Answer Asked by francois on November 23, 2017