Investment Q&A

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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Q: If you were to be buying one of these today, which one and why?
Thx

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Read Answer Asked by Todd on August 28, 2019

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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Q: Would you comment on news today. Does preserving capital mean concern over dividend payout?

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Read Answer Asked by Todd on August 28, 2019

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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Q: From the companies you follow, which recession friendly, dividend paying stock would you buy today

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Read Answer Asked by Todd on August 28, 2019

• AltaGas Ltd. (ALA $40.86)
  • $40.86 P/E (TTM): 16.17X Cap: $12.49B
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Q: Your thoughts on this stock retreating. Could part of it be the slowdown of the gas pipeline in the states. Hold or sell?

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Read Answer Asked by kenneth on August 28, 2019

• Western Forest Products Inc. (WEF $11.80)
  • $11.80 Cap: $125M
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Q: Recently bought this stock because of the dividend security(hopefully) but I'm surprised by the downward pressure on this stock with the dividend ex-date just 2 days away I could be wrong but wouldn't some people just be hanging on for the ex date and then possibly dumping it as it almost seems to be in free fall despite being so close to that date your thoughts on this theory and also on the company here getting dangerously close to two digits YIKES thx

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Read Answer Asked by Greg on August 28, 2019

• Evertz Technologies Limited (ET $12.58)
  • $12.58 P/E (TTM): 15.7X Cap: $930M
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Q: Any idea what is going on with ET? Tx

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Read Answer Asked by John on August 28, 2019

• Huntington Exploration Inc. (HEI)
  • P/E (TTM): -3.1X Cap: $16M
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Q: Hi guys,
Please provide a recap on their latest quarter. Do you still like this company?

thanks

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Read Answer Asked by jim on August 28, 2019

• Covalon Technologies Ltd. (COV $2.27)
  • $2.27 P/E (TTM): 28.5X Cap: $63M
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Q: Hi, your comments on the earnings release, please. Do you see any light in the near term ? Thanks

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Read Answer Asked by rajeev on August 28, 2019

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.45)
  • $13.45 P/E (TTM): 19.71X Cap: $379M
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• Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B $13.27)
  • $13.27 P/E (TTM): 19.71X Cap: $379M
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Q: Hi Peter, a follow up on my last question about voting and non-voting shares. Today Corby voting shares traded 14000+ shares and non-voting shares traded 665. Did you get part of the answer backward?
Thanks

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Read Answer Asked by John on August 28, 2019

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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Q: I have a very small position in TRST, just wondering if you think it will get delisted eventually, or will it possibly be taken over?

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Read Answer Asked by steve on August 28, 2019

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.14)
  • $2.14 Cap: $84M
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Q: Do you think is a good entry point now or you will wait to see what happen .

Thank you

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Read Answer Asked by Francis on August 28, 2019

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $28.16B
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• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.99X Cap: $20.14B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: Looking to add TRP ( already have ENB ) to my RRSP for some income but am somewhat concerned if there were to be a recession - would this be considered a "Utility " thus less likely to take a hard hit or would I be better looking at BEP.UN, FTS, AQN or EMA and if so, which would you recommend at this time ? Your opinion is greatly appreciated.
thanks

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Read Answer Asked by JOHN on August 28, 2019

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: I know you are positive about the future for KXS, (recently chosen as a top pick on one of the BNN Market Call shows). Just wondering what it is that makes you so positive about its prospects. Also, do you know of any catalyst/s that might help it to move higher in the next few months.

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Read Answer Asked by Les on August 28, 2019

Q: I understand an earnings estimate is an analyst(s) estimate for a company's future quarterly or annual earnings per share. How important is looking forward (ex. 2 yr guidance)? How do analyst(s) derive future earning estimates? Is there any input from the firm itself? Is there analyst bias? Which would you say takes a higher priority... EPS expectations or ROIC past performance when I'm deciding on a investment in a company? Is TD webbroker's "EPS Consensus Expectations" a reliable / reasonable source of information?

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Read Answer Asked by LARRY on August 28, 2019

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
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Q: Is it time to give up on SIS and move on? What would be the rationale for holding on to this stock?

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Read Answer Asked by Sridhar on August 28, 2019

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you see the recent acquisition of eOne by Hasbro increasing the likelihood that DHX Media will be taken out or do you see the company bleeding to death under the weight of its debt and a larger player coming in and scooping up the assets?

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Read Answer Asked by David on August 28, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: 2% position,p/p $43.93.Is it time to add to a 4% position? Do U consider LSPD to be a core holding & somewhat similar to Shop.If I remember correctly,U accurately recommeded Shop @ $65,$125 & $235.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 28, 2019

• Advantage Energy Ltd. (AAV $10.87)
  • $10.87 Cap: $1.81B
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• Birchcliff Energy Ltd. (BIR $6.28)
  • $6.28 P/E (TTM): 22.54X Cap: $1.71B
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• Painted Pony Energy Ltd. (PONY)
  • P/E (TTM): 78.9X
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Q: With respect to the above companies, I would like to have your opinion on their potential, and whether you see any imminent issues with respect to debt levels. Please deduct credits as necessary.

Thanks

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Read Answer Asked by Robert on August 27, 2019

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
  • View WCP Profile
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Q: CIBC is referring to an 82% payout ratio for WCP in 2019, which is different from the 35% payout ratio you referred to below....which is the correct number and do you view their dividend as sustainable?

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Read Answer Asked by Curtis on August 27, 2019

Q: YOUR THOUGHTS ON ZZZD ETF THANKS

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Read Answer Asked by paul on August 27, 2019