Investment Q&A

• AltaGas Ltd. (ALA $41.91)
  • $41.91 P/E (TTM): 15.93X Cap: $12.53B
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• NFI Group Inc. (NFI $19.18)
  • $19.18 Cap: $2.28B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.46)
  • $19.46 P/E (TTM): 9.33X Cap: $1.62B
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Q: Considering tax loss selling NFI and TCL (and possibly ALA) then waiting 30+ days to rebuy. Using TurboTax, the loss saves me 15%. Does your crystal ball foresee any quick rebound potential for these 3 stocks that would cause me to rethink this strategy? Thanks...Steve

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Read Answer Asked by Stephen on October 15, 2018

• Artis Real Estate Investment Trust (AX.UN $7.28)
  • $7.28 Cap: $703M
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Q: Hi. What's your take on Artis. Great yield at 9% due largely to the drop in the share price.. Is it buyable for growth and income at this level? Any concerns?
Many thanks
GUY

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Read Answer Asked by Guy R. on October 15, 2018

• Conifex Timber Inc. (CFF $0.32)
  • $0.32 Cap: $12M
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Q: Conifex share price has dropped significantly due to weak US housing and lumber prices. This may be a trading stock only, but is it a time to take a small position?

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Read Answer Asked by Bryan on October 15, 2018

• Miscellaneous (MISC)
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Q: Peter,

To get copies of financial statements on Canadian companies I use SEDAR. What one can I use for American companies such as Pepsico?

Thank you,

Paul

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Read Answer Asked by paul on October 15, 2018

• Royal Bank of Canada (RY $188.61)
  • $188.61 P/E (TTM): 20.08X Cap: $265.85B
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Q: I need to know how much the 5 big Canadian Bank stocks have increased their dividends over the past 18 years; by % increase, not actual dollar amount. Someone told me 7% a year but that sounds too high. Any idea where I can find this information? Thanks.

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Read Answer Asked by Murray on October 12, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Earlier you said RHT reports earnings today, I cannot find their earnings date anywhere nor any releases indicating it will be today, can you confirm that it is today?

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Read Answer Asked by Michael on October 12, 2018

• Covalon Technologies Ltd. (COV $2.52)
  • $2.52 P/E (TTM): 17.36X Cap: $65M
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Q: Your opinion. Buy, hold, or sell

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Read Answer Asked by kenneth on October 12, 2018

• Bank of Nova Scotia (The) (BNS $78.22)
  • $78.22 P/E (TTM): 16.29X Cap: $97.16B
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Q: Good Day,

AS BNS continues to fall I see that the forward P/E based upon the consensus shown on the RBC Direct site is 9.5. Seems like good value considering the 4.7% yield. Your thoughts? Also wondering if you can determine what the P/E was at the lowest point during the 2008 financial crisis.

Thanks

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Read Answer Asked by Robert on October 12, 2018

Q: Hi Peter/Ryan,

Are any of the below tech stocks a good buy or they are still overvalued.

AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE

Thanks for your great service.

Thanks
Ninad

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Read Answer Asked by Ninad on October 12, 2018

• TFI International Inc. (TFII $124.42)
  • $124.42 P/E (TTM): 20.51X Cap: $10.62B
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• North West Company Inc. (The) (NWC $48.71)
  • $48.71 P/E (TTM): 17.36X Cap: $2.32B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• Roland Mineral Enterprises Corp. (RME $0.19)
  • $0.19 Cap: $30M
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Q: I currently have half positions in the above stocks. I would like to bring some or all up to a full position. I am income focused with some growth. Can you advise me on which to add to and time frame please?
Thank you

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Read Answer Asked by Martin on October 12, 2018

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: I have 2000 PTG @ 2.80
I would like to buy another 2000@1.1
would you consider that as a good move?
just like to get my money back.

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Read Answer Asked by Frank on October 12, 2018

• Phenom Resources Corp Com (FVAN)
  • P/E (TTM): -29.5X Cap: $50M
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Q: Would you be comfortable starting a small position in First Vanadium?

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Read Answer Asked by Gary on October 12, 2018

• Jack Henry & Associates Inc. (JKHY $159.25)
  • $159.25 P/E (TTM): 27.18X Cap: $11.89B
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Q: I have been following JKHY for quite a while now, has always been in the 'little too expensive' category. Company appears to be very profitable, with strong free cash flow, and they are growing their dividend. Can I get an update on your view of this company, and what a reasonable entry point may be?

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Read Answer Asked by Mike on October 12, 2018

• Vermilion Energy Inc. (VET $10.11)
  • $10.11 Cap: $1.55B
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• Parex Resources Inc. (PXT $15.97)
  • $15.97 P/E (TTM): 9.24X Cap: $1.56B
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Q: with the now huge spread between WTI and WCS, who would be advised to buy Canadian oil stocks and why. Are not Canadian oil companies only receiving the WCS price for all Canadian production. How bad is this!!

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Read Answer Asked by george on October 12, 2018

Q: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?

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Read Answer Asked by CAMERON on October 12, 2018

• Legend Power Systems Inc. (LPS $0.11)
  • $0.11 Cap: $15M
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Q: Any comments on LPS. They seem to be getting new orders for their Harmonizer unit but the stock has acted poorly recently, down over 50 %. Thanks

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Read Answer Asked by george on October 12, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.73)
  • $6.73 P/E (TTM): 21.9X Cap: $719M
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Q: I currently hold POW and PWF and am considering ditching one ( or both) of these in favour of FSZ. Is this a reasonable move and , if so, which one would you suggest
selling ? Thanks , Joe

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Read Answer Asked by Joseph on October 12, 2018

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $145.14B
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• Manulife Financial Corporation (MFC $42.25)
  • $42.25 P/E (TTM): 13.13X Cap: $71.27B
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• Fortis Inc. (FTS $70.10)
  • $70.10 P/E (TTM): 20.48X Cap: $35.30B
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• AltaGas Ltd. (ALA $41.91)
  • $41.91 P/E (TTM): 15.93X Cap: $12.53B
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• Emera Incorporated (EMA $65.66)
  • $65.66 P/E (TTM): 22.11X Cap: $19.65B
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• Northland Power Inc. (NPI $21.09)
  • $21.09 P/E (TTM): 22.24X Cap: $5.51B
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Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.

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Read Answer Asked by Ken on October 12, 2018

• Superior Plus Corp. (SPB $6.79)
  • $6.79 P/E (TTM): 72.92X Cap: $1.52B
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Q: What will be the impact to the shares of Superior Propane due to the weather and the need for farmers to use dryers to dry their grain crops. I have heard there is a shortage due to this useage of propane in Alberta.

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Read Answer Asked by Ric on October 12, 2018

• Pason Systems Inc. (PSI $11.38)
  • $11.38 P/E (TTM): 13.22X Cap: $931M
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• Alaris Equity Partners Income Trust (AD.UN $18.16)
  • $18.16 P/E (TTM): 4.39X Cap: $834M
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Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley

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Read Answer Asked by STANLEY on October 12, 2018