Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $624M
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: What would be your top picks in the small cap sector outside the TSXV

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Read Answer Asked by James on August 13, 2018

• iQIYI Inc. (IQ $1.85)
  • $1.85 P/E (TTM): 16.7X Cap: $1.78B
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Q: Hi Team,

I am down 20% on this stock. Could you please provide your view on the stock? Buy, hold or sale?

Thanks!
Nick

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Read Answer Asked by Nick on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $216.38)
  • $216.38 P/E (TTM): 12.95X Cap: $1.47B
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Q: Questions:
(1) How would you rate Lassonde's earnings report? Is it a company worth holding taking into account their eps growth and debt profile?

(2) Do you see any red flags for the longer term regarding TSGI's eps growth. I'm surprised the market has such a negative view of the lowered eps guidance if most of it was a result of the higher share count. I would be interested in hearing your thoughts.

Thanks.

John

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Read Answer Asked by john on August 13, 2018

• Encanto Potash Corp. (EPO)
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Q: Hello, I am wondering if you have any new thoughts on EPO, they recently rolled their shares back and plan to be shovel ready in 2019, do you see this company as having potential? Thank you.

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Read Answer Asked by dennis on August 13, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.61)
  • $15.61 P/E (TTM): 21.3X Cap: $1.51B
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• Roots Corporation (ROOT $3.17)
  • $3.17 Cap: $127M
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Q: Your opinion on this company for a TFSA holding?
Greg

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Read Answer Asked by Greg on August 13, 2018

• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $173.16B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.86B
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Q: I have some cash and want to add to / top up one of these positions.
How would you rank these in terms of long term growth opportunity to add to today.

Thank you

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Read Answer Asked by Kyle on August 13, 2018

• Rocky Mountain Dealerships Inc. (RME $7.40)
  • $7.40 P/E (TTM): 15.8X Cap: $142M
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Q: Your opinion on earnings? Seems as f they are prepared to sacrifice margin for volume and market share. Good strategy?

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Read Answer Asked by roland on August 13, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $716M
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Q: Your thoughts on the quarterly reports please.
Thanks as always

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Read Answer Asked by Daniel on August 13, 2018

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $216M
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Q: Please comment on results.

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Read Answer Asked by Jordan on August 13, 2018

• Pengrowth Energy Corporation (PGF $0.06)
  • $0.06 Cap: $30M
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Q: Could you please comment on the most recent qtrly report of PGF. And are there any takaways from the replacement of the CEO and now his taking up a position at MEG. Thanks for your help as always.

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Read Answer Asked by Ian on August 13, 2018

• Netflix Inc. (NFLX $1,147.87)
  • $1,147.87 P/E (TTM): 49.89X Cap: $487.76B
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• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
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• Viemed Healthcare Inc. (VMD $6.32)
  • $6.32 P/E (TTM): 20.23X Cap: $249M
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Q: HI again 5i (third try). We are a mid 70's couple needing to increase our monthly div. income slightly to satisfy our monthly RIF payout. Please suggest your best ideas to increase our low cash position and which monthly div. payers to add. We could take some profits or sell from among nflx, vmd, xhc, itx, vun, toy, iyt, zuh, atd.b, aem.
We have half positions in your income portfolio excluding cpd, cvd, plc, tcl.a, xhy.
We realize our fixed income is very low for our age group but with 10% of our 425k portfolio in slf and our 700k home adds some safety. Please deduct as many credits you see fit. Thanks so much.

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Read Answer Asked by Peter on August 13, 2018

• Great-West Lifeco Inc. (GWO $52.26)
  • $52.26 P/E (TTM): 12.64X Cap: $48.68B
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Q: I have held GWO for many years and although the Dividend has been great, the stock price never moves up. Do you have a suggestion on how I may better deploy this investment money?
Thank you,
Joseph Prospero

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Read Answer Asked by Joseph on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I have been following your comments on TSGI as of late. This looks like a good day to step in and start accumulating?

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Read Answer Asked by Matt on August 13, 2018

• Pollard Banknote Limited (PBL $22.29)
  • $22.29 P/E (TTM): 15.54X Cap: $603M
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Q: Could you please comment out its latest quarterly results. Thank you.

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Read Answer Asked by Ian on August 13, 2018

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: As a follow up, how did earnings look to you?

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Read Answer Asked by Gregory on August 13, 2018

• iShares MSCI Israel ETF (EIS $88.68)
  • $88.68 P/E (TTM): 82.38X Cap: $345M
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Q: hi peter
is Israel is good emerging play for investing, if so is there an Israeli etf trades in usa
could you mention Israeli companies in hi tech area worth looking
I am not interested teva pharmaceutical the only company I know is soleredge I believe which trades in usa your opinion is always very helpful
thanks in advance

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Read Answer Asked by parmjit on August 13, 2018

• BRP Inc. Subordinate Voting Shares (DOO $70.13)
  • $70.13 Cap: $5.12B
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• Polaris Inc. (PII $52.92)
  • $52.92 Cap: $2.78B
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Q: Polaris, the US recreational vehicle version of BRP has been on my radar, how does its valuation compare to BRP, and would you consider it a stronger or weaker than brp

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Read Answer Asked by Vicki L on August 13, 2018

• Emera Incorporated (EMA $64.83)
  • $64.83 P/E (TTM): 21.86X Cap: $19.31B
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Q: Hi Peter, Ryan & Co.,
Emera is selling off this morning after reporting Q2 results yesterday. The company has also lowered its dividend growth guidance to 4% - 5% versus 8% previously. I currently hold a 3% weighting in my portfolio. Would this be a good time to add to my position? At today's price, I can lock in an almost 6% yield expected to grow 4% - 5% annually. This yield is significantly better than what I get on Fortis right now. Would I be taking on significantly more risk with Emera than Fortis?
Many thanks,
Brian

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Read Answer Asked by Brian on August 13, 2018

• Emera Incorporated (EMA $64.83)
  • $64.83 P/E (TTM): 21.86X Cap: $19.31B
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Q: hi, can i get your thoughts on EMA going forward. earnings? dividend increase? etc.

cheers, chris

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Read Answer Asked by chris on August 13, 2018

• Orla Mining Ltd (OLA $13.55)
  • $13.55 Cap: $4.40B
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Q: Could you give me an update on this company - the previous question was in January/18. Have there been any significant changes since then including cash on hand, insider buying or selling, drilling results, etc. Thanks as always for all the great advice.

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Read Answer Asked by Rob on August 13, 2018