Investment Q&A

• Methanex Corporation (MX $55.33)
  • $55.33 P/E (TTM): 11.81X Cap: $3.72B
  • View MX Profile
  • View Questions on MX
• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.05)
  • $14.05 P/E (TTM): 19.57X Cap: $384M
  • View CSW.A Profile
  • View Questions on CSW.A

Q: I currently have CSW.A which is not doing very well in my balanced portfolio, would you consider replacing it with MX?

Upvote 0

Read Answer Asked by Lyle on December 01, 2016

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
  • View PRMW Profile
  • View Questions on PRMW
  • View Reports on PRMW

Q: Why is cotts declining ? Thank you

Upvote 0

Read Answer Asked by Kamal on December 01, 2016

• BCE Inc. (BCE $32.52)
  • $32.52 P/E (TTM): 70.02X Cap: $30.32B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $70.21)
  • $70.21 P/E (TTM): 24.28X Cap: $150.99B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TELUS Corporation (T $21.92)
  • $21.92 P/E (TTM): 34.11X Cap: $33.64B
  • View T Profile
  • View Questions on T
• Fortis Inc. (FTS $70.59)
  • $70.59 P/E (TTM): 20.35X Cap: $35.11B
  • View FTS Profile
  • View Questions on FTS

Q: In terms of valuation,which of the aforementioned 4 companies is the best buy.Please list your preference in order of 1 to 4 with 1 being the best.Appreciate your normal great services & views

Upvote 0

Read Answer Asked by Peter on December 01, 2016

• Exco Technologies Limited (XTC $6.70)
  • $6.70 P/E (TTM): 10.92X Cap: $256M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Looks like they have missed earnings again. This time on record sales they still managed to have a pretty big miss. I have owned for a year and a half and the stock has been pretty disappointing. I know you guys have been very high on this name in the past. Is the investment thesis still intact. Does this just require more time or is it time to look for a substitute?

Upvote 0

Read Answer Asked by justin on December 01, 2016

• Descartes Systems Group Inc. (The) (DSG $131.04)
  • $131.04 P/E (TTM): 56.59X Cap: $11.40B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Exco Technologies Limited (XTC $6.70)
  • $6.70 P/E (TTM): 10.92X Cap: $256M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Please comment on their results.

Upvote 0

Read Answer Asked by Imtiaz on November 30, 2016

• Alabama Graphite Corp. (CSPG $0.06)
  • $0.06 Cap: $7M
  • View CSPG Profile
  • View Questions on CSPG

Q: Good afternoon, and I hope everyone is well. Graphite was hot last year, and everyone was excited about graphene. Now that the interest has subsided I am interested to hear your views on graphite, graphene and the company in particular. Thank you, and my best wishes to all.

Upvote 0

Read Answer Asked by william on November 30, 2016

• Saputo Inc. (SAP $33.80)
  • $33.80 Cap: $13.93B
  • View SAP Profile
  • View Questions on SAP

Q: Good afternoon,

Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.

Thanks
Brad

Upvote 0

Read Answer Asked by Brad on November 30, 2016

• Bank of Nova Scotia (The) (BNS $89.99)
  • $89.99 P/E (TTM): 17.26X Cap: $111.99B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: What is your thoughts on the latest numbers put up by BNS

Upvote 0

Read Answer Asked by Keith on November 30, 2016

• Mason Resources Inc. (LLG $0.09)
  • $0.09 Cap: $15M
  • View LLG Profile
  • View Questions on LLG

Q: This graphite co is in Quebec. Has the support of the caisse and the Gov of Quebec and is up about 75% in the last year. It is well located and financed and has most of the infrastructure in place with very high grade grahite.

Upvote 0

Read Answer Asked by michael on November 30, 2016

• Meta Platforms Inc. (META $734.38)
  • $734.38 P/E (TTM): 26.99X Cap: $1.86T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $243.55)
  • $243.55 P/E (TTM): 26.35X Cap: $2.95T
  • View GOOG Profile
  • View Questions on GOOG

Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

Upvote 0

Read Answer Asked by Theodore on November 30, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.43)
  • $4.43 P/E (TTM): 112.5X Cap: $42M
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: Great service Is the dividend safe as we wait for the new production plant to open? Would you buy at these level for a 3 year hold?

Upvote 0

Read Answer Asked by Gordon on November 30, 2016

• Canada Carbon Inc. (CCB $0.02)
  • $0.02 Cap: $3M
  • View CCB Profile
  • View Questions on CCB

Q: One company to look at for (probably) the best graphite is CCB.V.
It's an answer for other people asking about ZEN.

Upvote 0

Read Answer Asked by FRANCOIS on November 30, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $35.87)
  • $35.87 Cap: $24.02B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I wish to have exposure to the clean technology sector. Do you have any preferences? Small or microcaps would be acceptable.

Upvote 0

Read Answer Asked by Don on November 30, 2016

• Franco-Nevada Corporation (FNV $309.77)
  • $309.77 P/E (TTM): 53.82X Cap: $58.81B
  • View FNV Profile
  • View Questions on FNV
• Wheaton Precious Metals Corp. (WPM $155.74)
  • $155.74 P/E (TTM): 63.15X Cap: $69.84B
  • View WPM Profile
  • View Questions on WPM
• Agnico Eagle Mines Limited (AEM $234.40)
  • $234.40 P/E (TTM): 33.82X Cap: $116.77B
  • View AEM Profile
  • View Questions on AEM

Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.

Upvote 0

Read Answer Asked by Michael on November 30, 2016

• Temple Hotels Inc. (TPH $2.10)
  • $2.10 Cap: $157M
  • View TPH Profile
  • View Questions on TPH

Q: if you were a Temple shareholder would you participate in the rights offering currently offered .

Upvote 0

Read Answer Asked by Kim on November 30, 2016

• Zentek Ltd. (ZEN $1.06)
  • $1.06 Cap: $110M
  • View ZEN Profile
  • View Questions on ZEN
• Alabama Graphite Corp. (CSPG $0.06)
  • $0.06 Cap: $7M
  • View CSPG Profile
  • View Questions on CSPG

Q: Are there any public companies out there with a good foothold in the graphene development market? I read that it's going to be the super material of the future, but that it's early days still. A recent story about new battery technology based on graphene that can be charged in seconds and last for weeks has tweaked my interest in this material.

Upvote 0

Read Answer Asked by Rick on November 30, 2016

• Fortis Inc. (FTS $70.59)
  • $70.59 P/E (TTM): 20.35X Cap: $35.11B
  • View FTS Profile
  • View Questions on FTS
• Chartwell Retirement Residences (CSH.UN $20.18)
  • $20.18 P/E (TTM): 92.23X Cap: $5.87B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: Hello,

The current theme is that REITS and utilities will be drifting lower now with Trump spending announcements and higher interest rates on the horizon. Yet, yesterday (some) REITS had a good jump up. My questions are:
1. Would you hold buying REITS and utilities until there is clear direction of the market?
2. If you wanting to deploy 50K for each (REITS and utilities) what would be your preferred names?

Thank you
M

Upvote 0

Read Answer Asked by Marios on November 30, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.07)
  • $40.07 P/E (TTM): 14.87X Cap: $1.04B
  • View CDZ Profile
  • View Questions on CDZ

Q: you suggested this etf for my son.thanx.does the price move up and down with people buying the etf itself or the underlying stocks?

Upvote 0

Read Answer Asked by Kim on November 30, 2016

• Olympia Financial Group Inc. (OLY $124.51)
  • $124.51 P/E (TTM): 17.12X Cap: $302M
  • View OLY Profile
  • View Questions on OLY

Q: Hello team,
Please give your thoughts on Olympia Financial Group (OLY). Dividend is 8.6%. I am basically just looking for income.

Thanks

Upvote 0

Read Answer Asked by Mike on November 30, 2016

• Western Forest Products Inc. (WEF $12.09)
  • $12.09 Cap: $129M
  • View WEF Profile
  • View Questions on WEF

Q: If trade agreements are an issue with for the entire forestry sector, why is WEF down so much versus its peers? Other stocks like WFT and CFP are actually up since the election. Is there something specific to WEF that people should be concerned about or is it mis-priced by the market?

Upvote 0

Read Answer Asked by Mike on November 30, 2016