Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $120.11)
  • $120.11 P/E (TTM): 164.27X Cap: $73.56B
  • View SE Profile
  • View Questions on SE
• Birchcliff Energy Ltd. (BIR $7.15)
  • $7.15 P/E (TTM): 27.48X Cap: $1.96B
  • View BIR Profile
  • View Questions on BIR

Q: I am thinking of buying these two companies. What do you think?

Upvote 0

Read Answer Asked by Dennis on February 01, 2017

• J.C. Penney Company Inc. (JCP)
  • View JCP Profile
  • View Questions on JCP

Q: JC Penny was at 11.99 in the last year. Today at 6.65
Wondering if there's hope for a rebound
What are your thoughts. Thanks.

Upvote 0

Read Answer Asked by Barry on February 01, 2017

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
  • View MIC Profile
  • View Questions on MIC

Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe

Upvote 0

Read Answer Asked by Joseph on February 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: I am up 100% on Boyd in my RRSP. I am slowly dispersing my RRSP and putting the money in my non registered account to collect dividends for a passive income lifestyle.
Boyd only pays 0.6%. With that in mind, would you replace this stock with another or buy Boyd again for its growth prospects. What would you replace this stock with in an investment account to boost dividends for income. I own most of your income and balanced stock picks.

Upvote 0

Read Answer Asked by Ric on February 01, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
  • View FRII Profile
  • View Questions on FRII

Q: Freshii is a new one on the TSX. - any thoughts on it ?
Paul

Upvote 0

Read Answer Asked by Paul on February 01, 2017

• AltaGas Ltd. (ALA $41.05)
  • $41.05 P/E (TTM): 16.62X Cap: $12.16B
  • View ALA Profile
  • View Questions on ALA

Q: I hold ALA:T shares. Recently they announced $2.8-bil public offering 2 31/=. Do you thing I should sell the stock and put a buy order for this subscription issue which will participate is dividend also whenever they are on call? How good or accretive is WGL Holding acquisition is and based on this should I acquire more or exit the position now and enter after 6 to 10 months? I have 3% of my portfolio.
Thanks

Upvote 0

Read Answer Asked by Piyush on February 01, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX
• Surge Energy Inc. (SGY $6.63)
  • $6.63 P/E (TTM): 17.64X Cap: $648M
  • View SGY Profile
  • View Questions on SGY

Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.

Upvote 0

Read Answer Asked by Andrea on February 01, 2017

• iFabric Corp. (IFA $1.65)
  • $1.65 P/E (TTM): 29.0X Cap: $40M
  • View IFA Profile
  • View Questions on IFA

Q: Could you please take a look at IFA. Their last quarter showed some traction in the chemical division.
Thx

Upvote 0

Read Answer Asked by Bill on February 01, 2017

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.06)
  • $73.06 P/E (TTM): 22.14X Cap: $2.85B
  • View VXC Profile
  • View Questions on VXC

Q: What are your thoughts on vxc for a 2 or 3 year hold or could you suggest an alternative? Thks

Upvote 0

Read Answer Asked by Marcel on February 01, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $147.11)
  • $147.11 P/E (TTM): 19.76X Cap: $344.75B
  • View BABA Profile
  • View Questions on BABA

Q: Could you give me some ETF that hold this stock in Canada and or US. Thanks James

Upvote 0

Read Answer Asked by JAMES on February 01, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.59)
  • $46.59 P/E (TTM): 52.51X Cap: $21.46B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I recently bought some of this preferred. I would like to know if it is eligible for the dividend tax credit? If not, pease explain

Upvote 0

Read Answer Asked by wayne on February 01, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
  • View ZJO Profile
  • View Questions on ZJO
• Horizons Pipelines & Energy Services Index ETF (HOG)
  • P/E (TTM): 15.39X Cap: $32M
  • View HOG Profile
  • View Questions on HOG

Q: Would you please recommend an ETF containing the small cap oil companies

Upvote 0

Read Answer Asked by william on February 01, 2017

• Birchcliff Energy Ltd. (BIR $7.15)
  • $7.15 P/E (TTM): 27.48X Cap: $1.96B
  • View BIR Profile
  • View Questions on BIR
• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: I want to round off my energy positions. I have oil stocks but am looking to add a gas or services stock. I am trying to decide between Birchcliff and High Arctic. Which is the better value at this time?

Upvote 0

Read Answer Asked by Paul on February 01, 2017

• Constellation Software Inc. (CSU $3,344.63)
  • $3,344.63 P/E (TTM): 77.12X Cap: $69.08B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Knight Therapeutics Inc. (GUD $6.01)
  • $6.01 Cap: $606M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: CSU and GUD.

Is one safer than the other ?

Upvote 0

Read Answer Asked by Serge on January 31, 2017

• Under Armour Inc. Class C (UA $4.18)
  • $4.18 Cap: $1.85B
  • View UA Profile
  • View Questions on UA

Q: How do you feel about under armor with today's 25% drop? Does this make for a good entry point? Do you feel like this drop was over done and will see some quick recovery?

Thanks!

Upvote 0

Read Answer Asked by david on January 31, 2017

• RioCan Real Estate Investment Trust (REI.UN $18.44)
  • $18.44 P/E (TTM): 83.68X Cap: $5.46B
  • View REI.UN Profile
  • View Questions on REI.UN

Q: The CEO is getting long in the tooth. Are you comfortable with their succession planning?

Upvote 0

Read Answer Asked by Carl on January 31, 2017

• Constellation Software Inc. (CSU $3,344.63)
  • $3,344.63 P/E (TTM): 77.12X Cap: $69.08B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: CSU. Current decrease ?

Upvote 0

Read Answer Asked by Serge on January 31, 2017

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X Cap: $98M
  • View NIF.UN Profile
  • View Questions on NIF.UN

Q: News release: In light of the prevailing market conditions now facing the Fund, it is necessary for available cash, if any, to be used to augment reserves. The Board of Trustees has announced the suspension of future monthly distributions to unitholders. The previously declared January distribution will be paid on February 27, 2017. There is no assurance that monthly distributions will resume in the future.

Upvote 0

Read Answer Asked by Kurt W on January 31, 2017

• State Street SPDR S&P Bank ETF (KBE $62.57)
  • $62.57 P/E (TTM): 13.05X Cap: $1.41B
  • View KBE Profile
  • View Questions on KBE

Q: Good morning,
Can you recommend an etf that covers U.S. Regional Banks?
Thanks as always for the great service.

Upvote 0

Read Answer Asked by Doug on January 31, 2017

• BLVD Centres Corporation (BLVD)
  • View BLVD Profile
  • View Questions on BLVD
• Inspira Financial Inc. (LND)
  • View LND Profile
  • View Questions on LND

Q: Hello,

Both Inspira and Convalo released earnings today. I wonder if you would kindly provide me with your analysis of the results and an opinion on the outlook for these companies.

Thanks,

Francesco

Upvote 0

Read Answer Asked by francesco on January 31, 2017