Investment Q&A

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Richards Packaging Income Fund (RPI.UN $32.77)
  • $32.77 P/E (TTM): 16.05X Cap: $358M
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• K-Bro Linen Inc. (KBL $34.01)
  • $34.01 P/E (TTM): 20.4X Cap: $359M
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Q: I'm looking to add a staple to my non-registered account in addition to ECI. How would you compare rpi.un and kbl at today's price? And what price would you upgrade rpi.un from a C+ as per August Coverage Summary?
Many thanks

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Read Answer Asked by Brian on September 11, 2017

• Alamos Gold Inc. (AGI $36.15)
  • $36.15 P/E (TTM): 30.12X Cap: $15.20B
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• Richmont Mines Inc. (RIC $11.72)
  • $11.72 P/E (TTM): 40.4X
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Q: Can you please comment on the AGI take over of RIC.

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Read Answer Asked by Bruce on September 11, 2017

• Miscellaneous (MISC)
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Q: Hi Peter,

I have just bought the book Market Masters... it is a big book. I was hoping that (other than your interview of course) you could tell me some of the other people that are featured in the book that you think would be the best/most worthwhile to read (primarily for equities but others if you think they are great).

Thank you

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Read Answer Asked by Arthur on September 11, 2017

• North West Company Inc. (The) (NWC $48.10)
  • $48.10 P/E (TTM): 16.73X Cap: $2.31B
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Q: Hi Peter whats your thinking of taking a position in nwc after todays pull back of 5 plus%?
Kind regards
Stan

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Read Answer Asked by Stan on September 11, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,402.92)
  • $2,402.92 P/E (TTM): 10.02X Cap: $52.19B
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Q: Hi Peter, would you consider Fairfax as proxy to market /financial sector.
would you SUGGEST FFH or buy BNS, SLF, BAM, CSH.UN (in equil weight totalling amount equal to FFH). This would be for RESP with 8 years to go and regular contribution over that time. OR any other suggestions for resp account. Thanks for your great service.

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Read Answer Asked by RUPINDER on September 11, 2017

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: What is your take on the safety of the dividend with GMP.PR.B? Why is it poorly rated by the agencies? GMP Capital doesn't seem to have much debt. The dividend yield and chance of a higher reset in a rising interest rate environment seems attractive.

If you don't like it, what rate reset preferred would offer a better combination of risk/return?

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Read Answer Asked by David on September 11, 2017

• Yangarra Resources Ltd. (YGR $1.02)
  • $1.02 P/E (TTM): 4.73X Cap: $100M
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Q: Hi Peter....any opinion on Yangarra resources?....It has done really good in this bad oil/gas environment

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Read Answer Asked by richard on September 11, 2017

• Acasta Enterprises Inc. Class B Shares (AEF)
  • P/E (TTM): 5.2X Cap: $161M
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Q: Good Day All,

Looking at the group of people who are involved with this company, I see some qualified talent here. I am wondering if you would view this company in the same light as you do GUD, where it appears that it is only a matter of time before a significant catalyst appears.
Thanks

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Read Answer Asked by Robert on September 11, 2017

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: On the tmx website for Grande West Transportation it lists 49 million outstanding shares but it also lists just over 20 million "escrow shares". Can you explain what this means? Thanks.

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Read Answer Asked by Mark on September 11, 2017

• Salesforce Inc. (CRM $248.67)
  • $248.67 P/E (TTM): 39.49X Cap: $236.60B
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• Kinaxis Inc. (KXS $200.18)
  • $200.18 P/E (TTM): 437.0X Cap: $5.80B
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Q: Hi- looking for your analysis of the above SAAS companies. Which would you prefer from risk, reward perspective. what are the PEG ratios? thanks

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Read Answer Asked by Scott on September 11, 2017

• AGF Management Limited Class B Non-Voting Shares (AGF.B $12.16)
  • $12.16 P/E (TTM): 7.81X Cap: $787M
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Q: my rrsp guy had me shift a bunch of $ into agf precious metals. It has lost a significant amount of money when gold dropped. Since gold has been rallying it hasn't joined the party. Do you know why this is the case? Was this an ill advised move from the get go?

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Read Answer Asked by Mark on September 11, 2017

• Equifax Inc. (EFX $240.81)
  • $240.81 P/E (TTM): 49.64X Cap: $29.72B
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Q: What do you think of buying Equifax Inc. (EFX) on the dip. They have lost 15% value due to a hack. It seems like an event the company will rebound from after enough time for people to forget what happened.

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Read Answer Asked by Grant on September 11, 2017

• Inogen Inc (INGN $6.28)
  • $6.28 Cap: $175M
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Q: Hello team,

Would you buy this company at this time? Is its massive/nonstop share price growth really justified? Isn't there any competition out there for it? What are the pitfalls in your opinion? What do you think about its mid-/long-term prospects?

Thanks for your exemplary insights as always!

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Read Answer Asked by Saeed on September 11, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Given that the Canadian dollar has strengthened a bit after the last two rate hikes, which stocks in your balanced portfolio could have affected the most . Can we expect some of the earning results in the next quarter not match up with the market expectation because of the stronger Canadian dollar? Thank you as always.

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Read Answer Asked by Esther on September 11, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.61)
  • $77.61 P/E (TTM): 16.21X Cap: $13.67B
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• Kinaxis Inc. (KXS $200.18)
  • $200.18 P/E (TTM): 437.0X Cap: $5.80B
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• Knight Therapeutics Inc. (GUD $6.26)
  • $6.26 P/E (TTM): 61.09X Cap: $624M
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• Savaria Corporation (SIS $20.19)
  • $20.19 P/E (TTM): 28.75X Cap: $1.44B
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Q: I would like to hear from you on the potential impact that bad policies such as the rise of minimum wage, high power costs in Ontario and the risk of losing the NAFTA framework may have on good companies that were thriving under previous governments.

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Read Answer Asked by Eric on September 11, 2017

• Miscellaneous (MISC)
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Q: Hello everyone. I was wondering if you have any recommendations for AI companies since GTA seems to be a hot spot for AI research.
I understand that it would be speculative and would only allocate a small amount to it. Thank you

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Read Answer Asked by Teresa on September 11, 2017

• Emera Incorporated (EMA $65.07)
  • $65.07 P/E (TTM): 21.86X Cap: $19.31B
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Q: What impact will this devastating hurricane season have on Emera? They have assets in the Caribbean and gas/power business in Florida? Do you recommend switching it to a similar utility?

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Read Answer Asked by Thomas on September 11, 2017

• Richmont Mines Inc. (RIC $11.72)
  • $11.72 P/E (TTM): 40.4X
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Q: Gold and Silver bullion have increased lately while the stocks seem to be pulling back. Could I get your opinion please? Is it a general nervousness in the markets across the board, so all stocks will pull back or other reason----TSX 15,800 this Spring drifting to 14986 today.

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Read Answer Asked by Randy on September 11, 2017

• Currency Exchange International Corp. (CXI $20.02)
  • $20.02 P/E (TTM): 25.55X Cap: $126M
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Q: with 2 fairly good quarters would you reenter this stock now for a long term hold? Thx

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Read Answer Asked by blake on September 11, 2017

• Fintech Select Ltd. (FTEC $0.03)
  • $0.03 P/E (TTM): 3.5X Cap: $2M
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Q: This stock has had quite a run, but seems to have slowed down and has dropped a bit. No doubt it is a higher risk stock. But how do you see it on a risk/reward spectrum? Would you be comfortable buying it now?

Thanks for your insights and help with this decision.

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Read Answer Asked by Donald on September 11, 2017