Investment Q&A

• Linamar Corporation (LNR $72.70)
  • $72.70 P/E (TTM): 16.61X Cap: $4.34B
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• Magna International Inc. (MG $61.77)
  • $61.77 P/E (TTM): 10.35X Cap: $17.47B
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• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 9.64X Cap: $256M
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Q: Please comment on the XTC results. Would you still hold it? I also have MG and LNR. equal weight, all represent 9% of my portfolio. Making money on all. Should I make any changes here? Looking for growth.
Thank You for excellent service.

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Read Answer Asked by JR on August 04, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Swiss Water Decaffeinated Coffee Inc. (SWP $4.20)
  • $4.20 P/E (TTM): 20.19X Cap: $40M
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• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.86X Cap: $2M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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• Trican Well Service Ltd. (TCW $5.95)
  • $5.95 P/E (TTM): 11.02X Cap: $1.07B
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Q: Hello,

I have some cash in my TFSA. My return in this account has not been good.
I am looking to invest in a growth stock. Of all of these stocks I listed, which one would you recommend for me to invest in?

And if there is a better stock, which would you recommend?
Thank you.

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Read Answer Asked by Marc on August 04, 2017

• Canaccord Genuity Group Inc. (CF $10.21)
  • $10.21 Cap: $1.04B
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Q: Your comments, please, on yesterday's earnings results, and the severe market reaction to this report. Thank you.

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Read Answer Asked by Kurt W on August 04, 2017

• Miscellaneous (MISC)
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Q: On aug 1st my question requires further clarification my wife is 68yrs of age and retired would your choices for investments remain the same or would your choices now be different Plse feel free to deduct a question

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Read Answer Asked by Marcel on August 04, 2017

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Hi Peter & Team;
VII is now down 15% on the news of missed production for 2017. This is the only energy stock that I own and represents 2.5% of my portfolio. I am down about 35%. Should I hold and see what happens in 2018 or dump it? I am reluctant to buy another energy stock if I sell.
Cheers
Ron

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Read Answer Asked by Ron on August 04, 2017

• goeasy Ltd. (GSY $207.29)
  • $207.29 P/E (TTM): 12.62X Cap: $3.33B
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Q: Hi team, the recent quarterly results of GSY,though better than expectations, have not inspired the market. Rather a declining trend in price is noticed . I have a full position in this counter. Please let me know your thoughts about holding or reducing. Thanks

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Read Answer Asked by Sriram on August 04, 2017

• Tourmaline Oil Corp. (TOU $57.55)
  • $57.55 P/E (TTM): 14.54X Cap: $21.55B
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Q: Tourmaline had an indifferent earnings report yesterday. Is this something to be concerned about? Should it fall to $25.00, would that be an attractive entry point? Thanks!

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Read Answer Asked by Thomas on August 04, 2017

• Surge Energy Inc. (SGY $7.06)
  • $7.06 P/E (TTM): 15.72X Cap: $699M
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• Yangarra Resources Ltd. (YGR $1.04)
  • $1.04 P/E (TTM): 4.55X Cap: $104M
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Q: i own both yangarra and surge, they both announced results in the last days and they were excellent on every metric, they are making tons of money even with oil between 42-48, and yet the stocks do squat.why, is this just sentiment towards oil, does the market feel oil is going to 30-35, do investors fear electric cars, i just do not get it. dave

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Read Answer Asked by david on August 04, 2017

• Vermilion Energy Inc. (VET $10.11)
  • $10.11 Cap: $1.55B
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• Whitecap Resources Inc. (WCP $10.17)
  • $10.17 P/E (TTM): 6.9X Cap: $12.52B
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Q: Hi Peter & Ryan
In your collective opinion what would push Vet down and not WCP
I owned vet for some time and feel it is solid due to its international exposure but I think I am wrong .
I am down 10% and wonder if I should cut my losses and move on.
Kind regards
Stan

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Read Answer Asked by Stan on August 04, 2017

• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 9.64X Cap: $256M
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Q: I am interested in potentially adding to XTC. I currently have a 2.5% position. I hold it instead of Magna in a portfolio that reflects your balanced portfolio. Any comments on their current earnings release? Would now be a good time to top up this position by 1% to 3.5% weighting?

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Read Answer Asked by Paul on August 04, 2017

• Open Text Corporation (OTEX $42.87)
  • $42.87 P/E (TTM): 12.04X Cap: $11.29B
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Q: Would appreciate your comments on Open Text earnings. OTEX quarterly results could be lumpy, as we know and stock is yet to recover from the sharp price drop after last quarter. What's your assessment, going forward ? Thanks

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Read Answer Asked by rajeev on August 04, 2017

• Applied Optoelectronics Inc. (AAOI $21.01)
  • $21.01 Cap: $1.31B
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Q: Hi Guys,
Just wondering what you think of AAOI.
Share price dropped $30 in overnight trading. Would you buy at this price?

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Read Answer Asked by John on August 04, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.57)
  • $44.57 P/E (TTM): 79.75X Cap: $21.79B
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Q: What are your thoughts on Teck by year end, bought some at the recent twenty dollar low. I have had a poor experience with it once before and would like to not repeat it. Any thoughts on the target prices ? Thanks Steve

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Read Answer Asked by STEVE on August 04, 2017

• Xylem Inc. New (XYL $141.84)
  • $141.84 P/E (TTM): 37.35X Cap: $34.52B
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• Premier American Uranium Inc. (PUR $1.09)
  • $1.09 Cap: $36M
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• iShares Global Water Index ETF (CWW $65.43)
  • $65.43 P/E (TTM): 60.75X Cap: $317M
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• A.O. Smith Corporation (AOS $72.52)
  • $72.52 P/E (TTM): 19.87X Cap: $10.16B
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Q: Hi Team,

Would like to get into the 'water theme. Would love to know your thoughts on AOS? And could you list some other good water themed stocks in US and Canada which are good investment for growth oriented investor. Thank you kindly. From Chris.

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Read Answer Asked by Chris on August 04, 2017

• iShares Russell 2000 Growth ETF (IWO $300.45)
  • $300.45 P/E (TTM): 51.69X Cap: $12.10B
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Q: The Russell 2000 has had a nice run up and now appears to be descending. I need US$ and would like to realize my profits in US$ while the Cdn$ is strong. As I have Loss carry forwards for tax purposes there will be no tax payable on this transaction. I would consider buying back in to IWO if you feel the Russell 2000 will reverse and start to rise again. What do you think at this time about investing in IWO? Mike

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Read Answer Asked by Michael on August 04, 2017

• Cineplex Inc. (CGX $10.66)
  • $10.66 Cap: $676M
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• Parkland Corporation (PKI $38.63)
  • $38.63 P/E (TTM): 22.69X Cap: $6.75B
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• Altus Group Limited (AIF $61.39)
  • $61.39 P/E (TTM): 6.85X Cap: $2.64B
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Q: Just comments.AIF-basing on better than expected Q2 revenue & eps,3 firms(TD,CF & RY) raised target price to $36 & upgraded stock.Reportedly best one day performance since 8/15 PKI-RY & BNS downgraded target price to $31 & $33.75 CGX-6 out of 7 firms downgraded to $46-$52.1st time in the last 3 years that Ellis Jacob is not that upbeat in interview on BNN after release of results. In this strong earnings season,strong results will be handsomely rewarded(eg AIF,SHOP,TOY),& vice versa.

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Read Answer Asked by Peter on August 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Premier American Uranium Inc. (PUR $1.09)
  • $1.09 Cap: $36M
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on August 04, 2017

• Pembina Pipeline Corporation (PPL $50.71)
  • $50.71 P/E (TTM): 16.05X Cap: $29.45B
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Q: Hi Peter, Ryan & Co.,
Can you please comment on PPL's most recent quarter - it appears to me to be good one. I hold this for income mostly, but would like to get your comments about the prospects for share price appreciation as well; the whole sector seems to be out of favour. Given the most recent results, do you anticipate dividend increases from this company going forward?
Thanks!
Brian

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Read Answer Asked by Brian on August 04, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Hi 5i team,
Can I get your assessment of FCR's most recent quarter? Appeared to be a bit lackluster to me. Apart from interest rate sentiment that seems to keeping most REIT share prices down, are there any heightened business risks to this company given the type and location of the properties they own? And is the current payout ratio reasonable in your opinion?
Many thanks,
Brian

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Read Answer Asked by Brian on August 04, 2017

• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.49B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: ZCL--It appears it missed expected eps by 0.01 & this is 2nd Q in a row.Please your take on results & going forward. SIS reports on Aug 10 & may I have your view.If I recall,it did a financing of 2.76m shares @ $13.90 about 3 mos ago. Appreciate u usual great services & opinions

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Read Answer Asked by Peter on August 04, 2017