Investment Q&A

• Amazon.com Inc. (AMZN $223.65)
  • $223.65 P/E (TTM): 33.73X Cap: $2.36T
  • View AMZN Profile
  • View Questions on AMZN
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $126.08)
  • $126.08 P/E (TTM): 15.87X Cap: $282.70B
  • View BABA Profile
  • View Questions on BABA

Q: Which of the above two securities would yo recommend for a 5 year hold and your reasons. Thank You.

Upvote 0

Read Answer Asked by Brian on August 14, 2018

• CAE Inc. (CAE $36.40)
  • $36.40 P/E (TTM): 31.44X Cap: $13.07B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Can I get your thoughts on CAE's earnings ,their debt and growth prospects?

There seems to be a theme regarding the stocks I follow this earning season. Higher valuation stocks (p/e around 20+) when they meet expectations or miss by a little, seem to sell off quite dramatically at first, only the to claw back most of the day's losses. Horrible for anxiety levels. Great for day trading or establishing long term positions though, in my opinion.

Thanks.

John

Upvote 0

Read Answer Asked by john on August 14, 2018

• Parkland Corporation (PKI $38.46)
  • $38.46 P/E (TTM): 22.47X Cap: $6.68B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Can I have your view of the latest acquisition of Rhinehart Oil Co. by Parkland. Is this a good deal? There does not seem to be to many details on this deal. Tnx for the great work.

Upvote 0

Read Answer Asked by Jacques on August 14, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: What’s going on with the big dip today? I can’t find any news. Is this a good buying point in your view? Thanks.

Upvote 0

Read Answer Asked by Tony on August 14, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: I want to sell my 3k shares of PHO to buy TSGI, your thoughts please, thank you.

Upvote 0

Read Answer Asked by Hue on August 14, 2018

• Celestica Inc. (CLS $282.34)
  • $282.34 P/E (TTM): 45.9X Cap: $33.83B
  • View CLS Profile
  • View Questions on CLS
• Magna International Inc. (MG $61.95)
  • $61.95 P/E (TTM): 9.98X Cap: $17.40B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I realize these are very different company's but which would you prefer for a long term hold and why? Thanks, Lyle

Upvote 0

Read Answer Asked by Lyle on August 14, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: in your answers on crius you seem to be very cautious, but their earnings were good, their quite profitable, the yield is huge, you have it in your income portfolio, i think national bank has it on their list of top 25 stocks , they have a new credit facility, they are reducing costs, they have 1.4 million subscribers, so why the caution.dave

Upvote 0

Read Answer Asked by david on August 14, 2018

• MCAN Mortgage Corporation (MKP $21.20)
  • $21.20 P/E (TTM): 11.5X Cap: $833M
  • View MKP Profile
  • View Questions on MKP

Q: Could I please have your analysis on the last quarter results. Buy, sell or hold?

Upvote 0

Read Answer Asked by Ric on August 14, 2018

• Conifex Timber Inc. (CFF $0.33)
  • $0.33 Cap: $13M
  • View CFF Profile
  • View Questions on CFF

Q: Does their earnings report change your opinion of this company?

Upvote 0

Read Answer Asked by Edgar on August 14, 2018

• Kelt Exploration Ltd. (KEL $6.73)
  • $6.73 P/E (TTM): 27.0X Cap: $1.35B
  • View KEL Profile
  • View Questions on KEL

Q: Could I please get your opinion and outlook on kelt and would you buy, sell or hold at this time. Thanks

Upvote 0

Read Answer Asked by William on August 14, 2018

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
  • View PVG Profile
  • View Questions on PVG

Q: Would you please comment on PVG's 2nd quarter results and what is the likelihood this will finally remove the cloud of suspicion that enveloped the company since the 2013 Strathacona Farq-up?
You provide an unparalleled level of advice. Thanks for that.
Phil

Upvote 0

Read Answer Asked by thomas philip on August 14, 2018

• Valeura Energy Inc. (VLE $8.12)
  • $8.12 P/E (TTM): 2.88X Cap: $881M
  • View VLE Profile
  • View Questions on VLE

Q: Good morning,
Any advice on how to best manage this position given events in Turkey? Is this a time to patiently accumulate at /below market given a time of panic or stand aside.....

With thanks

Upvote 0

Read Answer Asked by Brad on August 14, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $103.97)
  • $103.97 P/E (TTM): 11.51X Cap: $1.60B
  • View CJT Profile
  • View Questions on CJT

Q: Morning guys: can you explain recent quarter. I love this name, have you considered putting it in one of your portfolios.
Thx
Mark

Upvote 0

Read Answer Asked by Mark on August 14, 2018

• Khiron Life Sciences Corp. (KHRN)
  • Cap: $9M
  • View KHRN Profile
  • View Questions on KHRN

Q: Hi, Would you give me your take on this Co., it seems they are getting ready for something big, is it a buy?

thanks 5i

Upvote 0

Read Answer Asked by Fernando on August 14, 2018

• Brookfield Real Assets Income Fund Inc. (RA $13.16)
  • $13.16 P/E (TTM): 30.96X Cap: $728M
  • View RA Profile
  • View Questions on RA

Q: I would appreciate your comments on this stock as it pays a 10.2% US dividend, has traded in a narrow band. Is this a high risk or low risk stock and how viable is this dividend?

Wayne

Upvote 0

Read Answer Asked by Wayne on August 14, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.15B
  • View XBB Profile
  • View Questions on XBB
• iShares Convertible Bond Index ETF (CVD $17.89)
  • $17.89 Cap: $98M
  • View CVD Profile
  • View Questions on CVD

Q: I'm trying to guage the risk with CVD. Can you compare the risk profile to XBB and CBO.

Thanks,

Joe

Upvote 0

Read Answer Asked by Joe on August 14, 2018

• Mawer Global Small Cap Fund Series A (MAW150 $16.49)
  • $16.49 P/E (TTM): 17.4X Cap: $809M
  • View MAW150 Profile
  • View Questions on MAW150
• Mawer Global Equity Fund Series A (MAW120 $46.18)
  • $46.18 P/E (TTM): 16.7X Cap: $1.34B
  • View MAW120 Profile
  • View Questions on MAW120
• Mawer International Equity Fund Series A (MAW102 $90.48)
  • $90.48 P/E (TTM): 18.1X Cap: $1.09B
  • View MAW102 Profile
  • View Questions on MAW102
• Mawer Canadian Equity Fund Series A (MAW106 $108.83)
  • $108.83 P/E (TTM): 13.8X Cap: $1.07B
  • View MAW106 Profile
  • View Questions on MAW106

Q: Hi Peter & Ryan, Is there any ETF'S in Canada that could replicate the above Mawer funds in performance.
Thanks, as always, for your great service
Ivan

Upvote 0

Read Answer Asked by Ivan on August 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Do you have any further insights following the conference call this morning.
Thanks, Tim.

Upvote 0

Read Answer Asked by tim on August 14, 2018

• Trilogy International Partners Inc. (TRL $0.24)
  • $0.24 Cap: $21M
  • View TRL Profile
  • View Questions on TRL

Q: I would appreciate your opinion on Trilogy’s recent quarterly results.

Thanks!

Upvote 0

Read Answer Asked by Gregory on August 14, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.98)
  • $163.98 P/E (TTM): 15.99X Cap: $9.04B
  • View CTC.A Profile
  • View Questions on CTC.A
• Restaurant Brands International Inc. (QSR $90.21)
  • $90.21 P/E (TTM): 24.58X Cap: $40.63B
  • View QSR Profile
  • View Questions on QSR
• North West Company Inc. (The) (NWC $49.16)
  • $49.16 P/E (TTM): 17.13X Cap: $2.33B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Good morning, which of the 3 stocks above would you buy today for income and some growth?
Thanks
Nancy

Upvote 0

Read Answer Asked by Nancy on August 14, 2018