Investment Q&A

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
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Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim

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Read Answer Asked by James on May 07, 2018

• Meta Platforms Inc. (META $769.45)
  • $769.45 P/E (TTM): 30.35X Cap: $1.91T
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Q: Facebook seems to have recovered from the scandal - what do you see for potential growth in the next year or two?? thanks, Jim.

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Read Answer Asked by jim on May 07, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Strathcona Resources Ltd. (SCR $34.71)
  • $34.71 P/E (TTM): 9.96X Cap: $7.17B
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• BLVD Centres Corporation (BLVD)
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• Inspira Financial Inc. (LND)
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Q: Do you see anything positive about the future prospects of these 4 stocks? CXV;LND;PHM;SCR

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Read Answer Asked by Dennis on May 07, 2018

• InterRent Real Estate Investment Trust (IIP.UN $13.25)
  • $13.25 Cap: $1.84B
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Q: The earnings yield on IIP.UN appears to be around 22.4%. Annual EPS in 2017 was very high compared to 2013-16 EPS figures (as per Morningstar). TD doesn't show any earnings consenus estimates for 2018-20. Was 2017 a one time event? Please clarify?

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Read Answer Asked by LARRY on May 07, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: Regarding BXE, how does the news of their conversion of debt to common stock affect the future of the company? I know your past comments referred to the company as small and heavily in debt. Would it fit in the speculative portion of a portfolio? Do you think it will survive?
Thank You.

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Read Answer Asked by Frank on May 07, 2018

• Richards Packaging Income Fund (RPI.UN $32.77)
  • $32.77 P/E (TTM): 16.05X Cap: $358M
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Q: Could you please comment on company's earnings release of May 4th, 2018. Thanks

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Read Answer Asked by rajeev on May 07, 2018

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $65M
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Q: Hi 5i gang. Would you expect COV to keep rising (at 59% as I type)? Is it still a buy? To be honest, I just bought it not wanting to lose immediate upside.
Thanks for your insight

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Read Answer Asked by El-ann on May 07, 2018

• Geodrill Limited Ordinary Shares (GEO $3.70)
  • $3.70 P/E (TTM): 10.16X Cap: $177M
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Q: GEO released earnings this morning. Seems good to me but would appreciate your assessment and what might lie ahead for the stock.

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Read Answer Asked on May 07, 2018

• Enbridge Inc. (ENB $64.52)
  • $64.52 P/E (TTM): 23.56X Cap: $140.39B
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• WSP Global Inc. (WSP $284.51)
  • $284.51 P/E (TTM): 51.42X Cap: $37.23B
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• Algonquin Power & Utilities Corp. (AQN $8.13)
  • $8.13 Cap: $6.26B
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• Premium Brands Holdings Corporation (PBH $91.98)
  • $91.98 P/E (TTM): 33.0X Cap: $3.86B
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• Savaria Corporation (SIS $20.19)
  • $20.19 P/E (TTM): 28.75X Cap: $1.44B
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• goeasy Ltd. (GSY $186.04)
  • $186.04 P/E (TTM): 11.92X Cap: $3.07B
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Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

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Read Answer Asked by Sherrill on May 07, 2018

• PyroGenesis Inc. (PYR $0.40)
  • $0.40 Cap: $73M
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Q: I got bedazzled by the technology of this company and it's down 25% since I purchased it. Did I blow it yet again or is there any hope for this one?

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Read Answer Asked by DAVE on May 07, 2018

Q: From Jan 01/2014 to today, what is the largest / most significant dividend cut (or dividend "reset") of a large cap company that you have seen in the Canadian and US markets that you are aware of.

Thanks,
Mike

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Read Answer Asked by Mike on May 07, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Is this stock a buy, sell or hold. how much stock do insiders hold?

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Read Answer Asked by garry on May 07, 2018

• Gildan Activewear Inc. (GIL $72.69)
  • $72.69 P/E (TTM): 19.96X Cap: $10.94B
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Q: Can you comment on GIL most recent quarterly earnings report? Did you find it strange that the stock was up significantly one day this week and then down significantly the next?

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Read Answer Asked by Robert on May 07, 2018

• BMO S&P 500 Index ETF (ZSP $95.28)
  • $95.28 P/E (TTM): 57.09X Cap: $18.93B
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Q: How will ZSP perform with a rising USD?

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Read Answer Asked by Nino on May 07, 2018

• Box Inc. Class A (BOX $31.70)
  • $31.70 P/E (TTM): 24.79X Cap: $4.57B
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• Radware Ltd. (RDWR $25.22)
  • $25.22 Cap: $1.13B
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• Rosetta Stone Inc. (RST $29.99)
  • $29.99 Cap: $737M
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Q: How would you rate these stocks?
Thank you!

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Read Answer Asked by Sigrid on May 07, 2018

• Altus Group Limited (AIF $58.05)
  • $58.05 P/E (TTM): 544.77X Cap: $2.58B
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Q: My cash position is up over 4% and I was thinking of toping up AIF to a 3 % plus holding. I noticed you have a similiar cash position and last post discussed you are looking at opportunities. Would you top up AIF or should I just wait to see what you have planned.

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Read Answer Asked by Paul on May 07, 2018

• Amazon.com Inc. (AMZN $217.62)
  • $217.62 P/E (TTM): 34.47X Cap: $2.27T
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• Microsoft Corporation (MSFT $525.74)
  • $525.74 P/E (TTM): 41.43X Cap: $3.92T
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• Constellation Software Inc. (CSU $4,780.42)
  • $4,780.42 P/E (TTM): 98.53X Cap: $101.51B
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• Kinaxis Inc. (KXS $198.18)
  • $198.18 P/E (TTM): 437.0X Cap: $5.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.60)
  • $209.60 P/E (TTM): 97.92X Cap: $227.24B
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• Tesla Inc. (TSLA $318.27)
  • $318.27 P/E (TTM): 169.92X Cap: $995.76B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $118.13)
  • $118.13 P/E (TTM): 15.72X Cap: $270.27B
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• Box Inc. Class A (BOX $31.70)
  • $31.70 P/E (TTM): 24.79X Cap: $4.57B
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Q: I am looking for the next Amazon or Constellation to put way for next 5 years.Can I have your thoughts on this. I was thinking of the two I mentioned along with SHOP, MSFT, BABA, 10 CENT, TESLA. What other names ? What do you think ? RAK

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Read Answer Asked by bob on May 07, 2018

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: I have held these two companies for 2 1/2 years and excluding dividends my gains are 7.1% and 4.6%; which are the lowest performing stocks in my balanced portfolio. Do you see any thing happening in the next few years in these companies to improve the share price; or should I expect more of the same? Would you consider these companies to be more suited to an income portfolio vs. a balanced portfolio?

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Read Answer Asked by stephen on May 07, 2018

• Pason Systems Inc. (PSI $11.75)
  • $11.75 P/E (TTM): 12.89X Cap: $925M
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Q: can you give me your thoughts on Pason today, up over 8%

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Read Answer Asked by Nino on May 07, 2018

• Heliogen Inc Com (ATHN)
  • P/E (TTM): -41.8X Cap: $328M
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Q: A warm thank you for suggesting ATHN in your Q & A. Takeout today at $160. Nice treat to have with your coffee.

Sheldon

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Read Answer Asked by Sheldon on May 07, 2018