Investment Q&A

• AnalytixInsight Inc. (ALY $0.04)
  • $0.04 Cap: $4M
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Q: Could you please give me an update on this company. Thanks

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Read Answer Asked by Mildred on July 10, 2018

• Theratechnologies Inc. (TH $4.37)
  • $4.37 Cap: $200M
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Q: Hi 5I
Any comments on the recent downturn on TH. Earnings seemed OK.
Thanks Bob

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Read Answer Asked by Robert on July 10, 2018

• Stella-Jones Inc. (SJ $79.66)
  • $79.66 P/E (TTM): 13.23X Cap: $4.37B
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• Western Forest Products Inc. (WEF $13.00)
  • $13.00 Cap: $139M
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Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

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Read Answer Asked by Andrew on July 10, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: Prometic is up 12% today on high volume. It has been such a sleepy hollow stock that it is a bit of a hock to see it moving. Are you aware of any news on this company?

Thanks, Peter

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Read Answer Asked by Peter on July 10, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $97.92)
  • $97.92 P/E (TTM): 13.16X Cap: $1.51B
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Q: Why is cargo jet going down and what are the prospects for the future?

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Read Answer Asked by brian on July 10, 2018

• Cenovus Energy Inc. (CVE $20.79)
  • $20.79 P/E (TTM): 13.62X Cap: $37.89B
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• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 14.38X Cap: $1.55B
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• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 7.06X Cap: $6.05B
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• Birchcliff Energy Ltd. (BIR $6.56)
  • $6.56 P/E (TTM): 13.28X Cap: $1.80B
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• Surge Energy Inc. (SGY $7.32)
  • $7.32 Cap: $727M
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Q: Can you give me a couple of ideas for oil E&P exposure

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Read Answer Asked by Kyle on July 10, 2018

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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Q: Hello
Your thoughts on Hammond Power please, with the potential for more electrical power usage is this a potential growth area? And how is the companies financials?
Great Service thank you
Dave

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Read Answer Asked by Dave on July 10, 2018

• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
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Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.

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Read Answer Asked by Linda on July 10, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.79)
  • $16.79 Cap: $829M
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• iShares Floating Rate Bond ETF (FLOT $50.86)
  • $50.86 Cap: $9.11B
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Q: Can you please provide a few bond ETF's that may react positively in a market correction to soften the blow to a portfolio? Thanks

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Read Answer Asked by Graham on July 10, 2018

Q: Could you comment on the casino industry as a whole. Is it cyclical, what are the risks. I'm looking at a micro cap casino stock.

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Read Answer Asked by Wayne on July 10, 2018

• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.55B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.59B
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Q: Can you list your top 5 best ideas for buying yield/income > 3% with potential for some capital gains - due to being undervalued - right now?

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Read Answer Asked by Jeff on July 10, 2018

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Intrinsyc has announced a boat load orders over the last several months from multiple new and existing customers. Is it not time to have a revised outlook on ITC? The negative view on ITC by investors seems totally unfounded.

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Read Answer Asked by Charles on July 10, 2018

• MAV Beauty Brands Inc. (MAV $0.04)
  • $0.04 Cap: $1M
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Q: What are your thoughts?
Thanks

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Read Answer Asked by Mike on July 10, 2018

• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.68B
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• Birchcliff Energy Ltd. (BIR $6.56)
  • $6.56 P/E (TTM): 13.28X Cap: $1.80B
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Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?

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Read Answer Asked by Gerald on July 10, 2018

• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 112.07X Cap: $863M
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Q: My questions are related ECN:
1) what will be the catalyst to get this stock to move higher;
2) what is the impact of higher interest rates and why;
3) what is the impact of a lower Canadian dollar and why;
4) I have a half position, is this a good time to increase my position?
Thank you.

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Read Answer Asked by Maggie on July 10, 2018

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• AltaGas Ltd. (ALA $40.80)
  • $40.80 P/E (TTM): 21.84X Cap: $12.20B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.59B
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 10, 2018

• Peyto Exploration & Development Corp. (PEY $19.18)
  • $19.18 P/E (TTM): 12.97X Cap: $3.82B
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• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.68B
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• Birchcliff Energy Ltd. (BIR $6.56)
  • $6.56 P/E (TTM): 13.28X Cap: $1.80B
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Q: Peter and Team:

If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?

I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.

Thank you as alway

Phil

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Read Answer Asked by Phil on July 10, 2018

Q: Is there as maximum percentage of US investments allowed in RIF and TFSA?
I am doing my own investments in TD Waterhouse.
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 10, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.

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Read Answer Asked by Murray on July 10, 2018

• Loblaw Companies Limited (L $226.87)
  • $226.87 P/E (TTM): 27.63X Cap: $67.45B
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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: Hi,
I"m going to sell my L and purchase PBH.

You good with that?

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Read Answer Asked by Robert on July 10, 2018