Investment Q&A

• Meta CDR (CAD Hedged) (META $41.79)
  • $41.79 P/E (TTM): 31.43X Cap: $2.59T
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Q: Can I have your opinion on META. It released numbers that seem good but the stock is falling this morning. Thanks, Peter

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Read Answer Asked by Peter on April 17, 2019

• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 61.09X Cap: $614M
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Q: Considering the tone if the release this morning on Knight's Directors, I would take a wild guess it was commissioned by Jakobsohn.
Goodman put his pharmascience shares in a blind trust. This NR is no big deal...

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Read Answer Asked by Steven on April 17, 2019

• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 61.09X Cap: $614M
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Q: Today’s press release about Dr. Leblanc governance report , is negative. I don’t see the date he submitted his report. Would you know ?
Can you comment on this, do you still think J Goodman will win the proxy fight, and will he make any changes should he win.
Thanks,

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Read Answer Asked by Luc on April 17, 2019

• NFI Group Inc. (NFI $18.18)
  • $18.18 Cap: $2.22B
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Q: Looking at NFI's current valuation and its cash flow generation, any thoughts on NFI as a possible acquisition target?

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Read Answer Asked by Jack on April 17, 2019

• TC PipeLines LP representing Limited Partner Interests (TCP $30.21)
  • $30.21 Cap: $2.15B
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Q: Good day your thoughts on TCP:us

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Read Answer Asked by George on April 17, 2019

• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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Q: Do you like the components of this ETF?
Do you like it as an investment in 5G

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Read Answer Asked by Allen on April 17, 2019

• Exco Technologies Limited (XTC $6.67)
  • $6.67 P/E (TTM): 9.64X Cap: $256M
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Q: What is your opinion on this one? I have been in it for awhile in an RRSp account with a long term horizon. Do you think this company could turn the corner or even get bought by a bigger firm like LNR or MG?

Thanks

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Read Answer Asked by Kolbi on April 17, 2019

• NFI Group Inc. (NFI $18.18)
  • $18.18 Cap: $2.22B
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Q: Hello

When did you introduce NFI to your income portfolio? It’s down over the past year. Do you still consider it a good buy for income and some growth ?

Thanks Daniel

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Read Answer Asked by Daniel on April 17, 2019

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: Hi Peter,
Is there any growth potential for ISV? It seems to trade in a rather narrow range. Should I sell and move on?
Thanks for your advice.
Jane

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Read Answer Asked by Jane on April 17, 2019

• Kinaxis Inc. (KXS $206.68)
  • $206.68 P/E (TTM): 437.0X Cap: $5.71B
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Q: Looking back two years KXS has been a good trading stock, not so good for buy and hold, I've held a core position and have done well trading some. Technically the chart is scaring me and am thinking my trading portion should be dumped?

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Read Answer Asked by Charles on April 17, 2019

Q: Would appreciate your thoughts on this small Canadian company NERD. Jerry

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Read Answer Asked by Jerry on April 17, 2019

• Chemtrade Logistics Income Fund (CHE.UN $11.24)
  • $11.24 P/E (TTM): 12.36X Cap: $1.28B
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Q: Hi Guys
I would like to know your take on this company and is the dividend safe
Great job guys
Thanks Mike B

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Read Answer Asked by Mike on April 17, 2019

• Vanguard S&P 500 ETF (VOO $578.06)
  • $578.06 P/E (TTM): 57.15X Cap: $666.59B
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• iShares Core S&P Total U.S. Stock Market ETF (ITOT $137.48)
  • $137.48 P/E (TTM): 54.41X Cap: $72.91B
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• iShares S&P Small-Cap 600 Value ETF (IJS $101.15)
  • $101.15 P/E (TTM): 30.02X Cap: $6.12B
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• ISHARES TRUST (IUSV $95.10)
  • $95.10 P/E (TTM): 50.66X Cap: $21.01B
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Q: I've read that total market ETF's such as ITOT include a component of unprofitable small caps that can cause a drag on performance. It was recommended instead to go with an S&P 500 ETF suchs as VOO, and supplement this with a mid/small cap ETF that follows an index that screens out low profitability, such as IJS or IUSV. What's your opinion of this strategy?

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Read Answer Asked by Camille on April 17, 2019

• Maple Leaf Foods Inc. (MFI $29.18)
  • $29.18 P/E (TTM): 38.57X Cap: $3.58B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Good morning...any recommendations for companies exploring meatless products...similar to Beyond Meats....A&W selling out of the product a very good (early) sign...Canadian or International...on your radar..

Thanks

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Read Answer Asked by Matthew on April 17, 2019

• Autoliv Inc. (ALV $111.84)
  • $111.84 P/E (TTM): 12.74X Cap: $8.47B
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Q: buy sell or hold any hope thanks earl

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Read Answer Asked by earl on April 17, 2019

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,411.21)
  • $2,411.21 P/E (TTM): 10.02X Cap: $51.83B
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• Constellation Software Inc. (CSU $4,730.15)
  • $4,730.15 P/E (TTM): 98.53X Cap: $99.98B
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• Brookfield Renewable Partners L.P. (BEP.UN $36.12)
  • $36.12 Cap: $23.46B
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• Algonquin Power & Utilities Corp. (AQN $8.27)
  • $8.27 Cap: $6.25B
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• Magna International Inc. (MG $57.38)
  • $57.38 P/E (TTM): 10.41X Cap: $16.35B
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• Open Text Corporation (OTEX $39.70)
  • $39.70 P/E (TTM): 11.68X Cap: $10.40B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.56)
  • $43.56 P/E (TTM): 522.13X Cap: $28.09B
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• Nutrien Ltd. (NTR $81.28)
  • $81.28 P/E (TTM): 55.11X Cap: $39.37B
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Q: I own several Canadian stocks in my TFSA that pay dividends in USD. Are the dividends eligible for the Canadian dividend tax credit?

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Read Answer Asked by Camille on April 17, 2019

Q: Hi Peter, www.bloomberg.com/amp/news/articles/2019-03-11/goldman-s-apple-card-said-to-land-big-win-for-tiny-georgia-firm is this company worth investing in? Thanks.

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Read Answer Asked by Michael on April 17, 2019

• Jumia Technologies AG American Depositary Shares each representing two (JMIA $4.85)
  • $4.85 Cap: $544M
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Q: Hello,

Based on JMIA's run after their recent IPO, there seems to be a perception that they are on the same path as AMZN. What are your thoughts? Is this a good time to buy, lots of momentum behind this company.

Thanks,
Raj

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Read Answer Asked by Neeraj on April 17, 2019

• Organigram Global Inc. (OGI $1.90)
  • $1.90 Cap: $247M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: I have both APHA and OGI. Given the recent drop of APHA and OGI and the short term concensus for APHA, do you think there would be any benefit to selling off APHA and replace it with more OGI since it seems the belief now is that the entire sector got hit because of APHA results?? Would OGI be in a better position to make up the loss than APHA would be??

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Read Answer Asked by Rob on April 17, 2019

• Apple Inc. (AAPL $203.62)
  • $203.62 P/E (TTM): 31.52X Cap: $3.01T
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Q: I have never owned Apple. Being on my list for a very long time. I own some of their products and wouldn’t use any other. But this purchase interest is less about their hardware and more about their future in services.
Would you buy? Insight please.
Thx,
Larry

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Read Answer Asked by Larry on April 17, 2019