Investment Q&A

• Linamar Corporation (LNR $68.18)
  • $68.18 P/E (TTM): 16.16X Cap: $4.07B
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• NFI Group Inc. (NFI $18.42)
  • $18.42 Cap: $2.19B
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• Martinrea International Inc. (MRE $8.33)
  • $8.33 Cap: $606M
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• Magna International Inc. (MG $58.48)
  • $58.48 P/E (TTM): 10.02X Cap: $16.76B
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Q: Reportedly US & Can have agreed to a NAFTA framework.Please advise the top 8/10stocks that benefit the most(starting with the best).Thanks for u usual great services & views

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Read Answer Asked by Peter on October 01, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.13)
  • $38.13 P/E (TTM): 23.25X Cap: $10.36B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.33)
  • $50.33 P/E (TTM): 12.87X Cap: $5.65B
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Q: If one were to sell Atco at a loss and purchase Cdn Utilities, would CRA grant a tax loss or are these two companies considered too close to the same? Tx.

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Read Answer Asked by John on October 01, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks

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Read Answer Asked by William on October 01, 2018

• Kinaxis Inc. (KXS $199.65)
  • $199.65 P/E (TTM): 428.71X Cap: $5.60B
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• Savaria Corporation (SIS $20.87)
  • $20.87 P/E (TTM): 30.25X Cap: $1.49B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.53)
  • $21.53 P/E (TTM): 18.71X Cap: $2.19B
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Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks

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Read Answer Asked by JOHN on October 01, 2018

• Chartwell Retirement Residences (CSH.UN $18.39)
  • $18.39 P/E (TTM): 87.57X Cap: $5.20B
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• Brookfield Business Partners L.P. (BBU.UN $34.14)
  • $34.14 Cap: $7.26B
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Q: Hi
What is your preference for growth and dividend. growth.
Thank you

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Read Answer Asked by Mike on October 01, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.42)
  • $41.42 P/E (TTM): 504.0X Cap: $27.11B
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Q: On Brookfield Infrastructure Partners issue with free or positive cash flow, What is the present cash flow positive (free) or negative? In addition, what was the last three years positive or negative? Also, if you cantell if the future year will be positive or negative cash flow?

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Read Answer Asked by Herbert on October 01, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What are your thought s on Keith Richards analysis of the directions of this stock?

How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.

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Read Answer Asked by fwb181 on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.

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Read Answer Asked by Jerry on October 01, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I received a class action claim form in the mail regarding Amaya (didn't know there was a lawsuit against them). I sold my shares of this company before it became The Stars Group (1/3 for a loss, 2/3 for a small gain). I didn't have a lot of shares and normally don't get involved with these things. What do you usually recommend for people to do in these situations?
Thanks, Paul

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Read Answer Asked by Paul on October 01, 2018

• Intel Corporation (INTC $19.95)
  • $19.95 Cap: $87.32B
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• QUALCOMM Incorporated (QCOM $147.56)
  • $147.56 P/E (TTM): 14.26X Cap: $159.21B
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Q: Hi Peter, considering a preference for dividend paying stock in tech sector - which would you recommend - QCOM, INTC OR TSM (or if any other your prefer). Already own apple, msft , csco and oracle. Thanks

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Read Answer Asked by RUPINDER on October 01, 2018

• Bank of Nova Scotia (The) (BNS $77.03)
  • $77.03 P/E (TTM): 16.15X Cap: $95.94B
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Q: I was reviewing your model portfolios and noticed that you do not hold any bank stocks. Is there a reason why?

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Read Answer Asked by Thomas on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.

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Read Answer Asked by kelly on September 28, 2018

• iShares U.S. Aerospace & Defense ETF (ITA $196.45)
  • $196.45 P/E (TTM): 78.83X Cap: $9.02B
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Q: hi there,

i can't locate ITA in your stock drop down - ishares etf aerospace and defense. Just looking to beef up my industrials - i understand that can do well late in the cycle. Your thoughts on this ETF - am i too late to this one?

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Read Answer Asked by kelly on September 28, 2018

• TC Energy Corporation (TRP $67.97)
  • $67.97 P/E (TTM): 16.66X Cap: $70.64B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: Need to choose between TRP and AQN. Your advice?? Thanks

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Read Answer Asked by michael on September 28, 2018

• goeasy Ltd. (GSY $200.63)
  • $200.63 P/E (TTM): 13.19X Cap: $3.30B
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Q: Why GSY is dropping today?

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Read Answer Asked by Marios on September 28, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Which companies in your BE and Growth portfolios would you consider to be both a value stock at this time, and low, or preferably no debt. Thanks very much.

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Read Answer Asked by Kim on September 28, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Having read the report from Sprucepoint about MAXR, one of the concerns they raise in addition to the aggressive debt level, is their management, specifically their CEO Lance. Have you looked at this, and is this factored into your opinion about MAXR?

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Read Answer Asked by John on September 28, 2018

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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Q: What are your thoughts on this company at current prices?

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Read Answer Asked by Yvonne on September 28, 2018

• General Mills Inc. (GIS $49.83)
  • $49.83 P/E (TTM): 12.15X Cap: $27.02B
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• B&G Foods Inc. (BGS $4.07)
  • $4.07 Cap: $325M
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Q: What do you think of these companies, they are underperformers in my portfolio. Generally people are trying to eat better do these companies have a future?

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Read Answer Asked by Mark on September 28, 2018

• General Mills Inc. (GIS $49.83)
  • $49.83 P/E (TTM): 12.15X Cap: $27.02B
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• Hormel Foods Corporation (HRL $28.48)
  • $28.48 P/E (TTM): 20.94X Cap: $15.54B
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• Tyson Foods Inc. (TSN $57.04)
  • $57.04 P/E (TTM): 22.19X Cap: $20.29B
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• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: Hi 5i,

Can you give me a couple US based food companies that pay a div.

Thanks

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Read Answer Asked by Mark on September 28, 2018