Investment Q&A

• Pine Cliff Energy Ltd. (PNE $0.63)
  • $0.63 Cap: $222M
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• Whitecap Resources Inc. (WCP $10.33)
  • $10.33 P/E (TTM): 6.93X Cap: $12.64B
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: I own GXE, PNE and WCP. Should I sell two of them and consolidate them into one?
Thanks

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Read Answer Asked by Mehran on May 24, 2017

• Miscellaneous (MISC)
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Q: If you were to substitute WSP global in the income portfolio what would your top two or three choices be. They don't have to be industrials. What would be your thoughts on DR and CHE.UN as candidates?
Thank-you.

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Read Answer Asked by Albert on May 24, 2017

• Miscellaneous (MISC)
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Q: May I have your comments on SGI? I don't own the stock and am not planning on buying any but I would like your opinion the company none-the-less. Taking on eBay seems like folly. I have attached a link to a Guardian article which makes an interesting read.

https://www.theguardian.com/business/2016/oct/03/stamp-collecting-firm-stanley-gibbons-annual-pre-tax-loss

Jim

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Read Answer Asked by James on May 24, 2017

• Kinaxis Inc. (KXS $189.33)
  • $189.33 P/E (TTM): 160.54X Cap: $5.36B
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Q: Hi. What are your thoughts on KXS given the recent price appreciation? Would you still hang onto it?

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Read Answer Asked by Trevor on May 24, 2017

• Leagold Mining Corporation (LMC $2.60)
  • $2.60 Cap: $740M
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Q: Hi Team,

What are your thoughts on the new Giustra project Leagold Mining? He had a nice run with EDV and this seems like a better starting point. How do the balance sheet, valuation and grow prospects looking assuming gold stays flat?

Thank you

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Read Answer Asked by Angus on May 24, 2017

• Knight Therapeutics Inc. (GUD $6.42)
  • $6.42 Cap: $640M
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Q: 5i research has always been big on gud. It appears that investors are becoming impatient waiting for the company to make a move while sitting on so much cash and the share price trading below $10 for the first time in a while. Is there anything to indicate that some type of purchase is in the offing? Thanks for your response.

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Read Answer Asked by Rudy on May 23, 2017

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Good Morning Peter, Ryan, and Team,
It was announced on May 19th that the CFO of New Look Vision Group (BCI-TSX) would be retiring effective June 2nd. Does this raise any concerns at all with any of you ??? Seems such an abrupt announcement especially for someone in such a key position. Any insights would be greatly appreciated. Thank you. DL

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Read Answer Asked by Dennis on May 23, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Why is Amaya being pounded today?

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Read Answer Asked by Robert on May 23, 2017

• Vermilion Energy Inc. (VET $10.30)
  • $10.30 Cap: $1.57B
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Q: Vermillion seemed to withstand sector weakness until it didn't. Your thoughts on VET going forward.

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Read Answer Asked by Mark on May 23, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• goeasy Ltd. (GSY $209.15)
  • $209.15 P/E (TTM): 12.79X Cap: $3.36B
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Q: I own a 2 percent position in each of the above at higher levels. Do you recommend adding at these lower levels.

Thanks

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Read Answer Asked by Greg on May 23, 2017

• Helmerich & Payne Inc. (HP $20.22)
  • $20.22 Cap: $1.99B
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Q: This American driller HP.N was recommended recently on BNN. It sounds good - more cash than debt - best in class rigs, etc. Might I have your assessment?

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Read Answer Asked by Roland on May 23, 2017

• Time Warner Inc. (TWX $98.77)
  • $98.77 Cap: $77.26B
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Q: I bought Sept 2016 and now has a 25% gain. What I have read is that on the balance of probability there is more risk than reward even though the chance the deal won't go through is less than before. What is your view on this? Again, many thanks for your opinion.

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Read Answer Asked by Ford on May 23, 2017

• Manulife Financial Corporation (MFC $42.69)
  • $42.69 P/E (TTM): 13.42X Cap: $72.68B
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• Great-West Lifeco Inc. (GWO $54.56)
  • $54.56 P/E (TTM): 13.55X Cap: $50.59B
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• Sun Life Financial Inc. (SLF $80.72)
  • $80.72 P/E (TTM): 14.76X Cap: $46.06B
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Q: Hi,

Of GWO, MFC & SLF, which do you prefer for total returns over the next couple of years & why?

Thanks,

Gord

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Read Answer Asked by Gordon on May 23, 2017

• Miscellaneous (MISC)
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Q: I do options in U.S. markets, but find low volume and low open interest in Canada. Do you or members know of liquid Canadian stocks suitable for covered write. Thanks.

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Read Answer Asked by Shah on May 23, 2017

• Blackstone Inc. (BX $179.25)
  • $179.25 P/E (TTM): 46.71X Cap: $127.64B
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Q: Note high yield -- It is mentioned in Trumps trip to Saudi Arabia

What is your outlook for stk for next 12 mo. & outlook for high dividend

Thanks ---Don

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Read Answer Asked by Dr. Donald on May 23, 2017

• Bee Vectoring Technologies International (BEE)
  • Cap: $33M
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Q: Could we please have an update on BEE.
Thank you,
Bob

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Read Answer Asked by Bob on May 23, 2017

• Ovintiv Inc. (OVV $57.70)
  • $57.70 P/E (TTM): 18.21X Cap: $14.76B
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Q: What do you think of Encana right now?

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Read Answer Asked by Mark on May 23, 2017

• Neptune Wellness Solutions Inc. (NEPT $1.97)
  • $1.97 Cap: $8M
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Q: Might I get your opinion re whether this may be a solid longterm buy and hold for a small position in an otherwise well balanced portfolio or would you not favour buying this equity. Thank you - Ken

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Read Answer Asked by Ken on May 23, 2017

• ATS Corporation (ATS $37.34)
  • $37.34 Cap: $3.63B
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Q: Update

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Read Answer Asked by j stuart on May 23, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.09)
  • $35.09 Cap: $22.94B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.45)
  • $42.45 P/E (TTM): 1038.16X Cap: $19.50B
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Q: Both these companies report in USD. They are listed in NY and Toronto. Is the Toronto price basically a function of the rate of exchange?

Do these companies have a hedging strategy to protect the Canadian shareholders?

I suppose that an investor concerned about foreign exchange losses should examine the hedging strategy of any company holding assets outside Canada.

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Read Answer Asked by Carl on May 23, 2017