Investment Q&A

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Can you comment on the company News Release yesterday

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Read Answer Asked by David on October 08, 2019

• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 61.09X Cap: $624M
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Q: Reuters is reporting that Knight and Eurofarma have teamed up and entered into talks to take a controlling interest in Brazilian pharma company Biotoscana. Might this acquisition be the big one everybody has been waiting for or is it just more tuck-in activity?
People are holding their breath.

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Read Answer Asked by Don on October 08, 2019

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Considering the ownership change in North American Palladium, can you see any downside risk / upside potential?
Thank you

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Read Answer Asked by Martin on October 08, 2019

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Tidewater Midstream and Infrastructure Ltd. (TWM $0.23)
  • $0.23 Cap: $99M
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Q: Hello,
I'm looking for your thoughts on husky energy. What do you think about the 5 year scenario? Is it a candidate for a takeover and if so what would the target share price be? Secondly, if sold will it affect Tidewaters operation and share price?
Thank you,
Dave

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Read Answer Asked by David on October 08, 2019

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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Q: Wow that was quite the drop in the last few weeks. Was up 10% and all of a sudden down 25%. Need your thoughts on this one as far as going forward with growth and dividend. Was the drop way overdone or should i cut my losses and run.
Thx Gary

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Read Answer Asked by Gary on October 08, 2019

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.22)
  • $31.22 P/E (TTM): 522.13X Cap: $20.49B
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Q: Hi. Sorry to flog this one but curious as to why BIP didn’t convert completely to a Corp. Is it for tax reasons ?

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Read Answer Asked by Scott on October 08, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.71)
  • $43.71 P/E (TTM): 62.47X Cap: $7.21B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.36)
  • $18.36 P/E (TTM): 3.47X Cap: $2.18B
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Q: Which Canadian REIT(s) have the highest exposure to apartment buildings used to produce rental income?

Thanks for all you do,

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Read Answer Asked by Paul on October 08, 2019

• Canadian National Railway Company (CNR $129.91)
  • $129.91 P/E (TTM): 17.64X Cap: $80.89B
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Q: My friend inherited a number of CN stocks. He does no trading and has only mutual funds. What are your suggestions for his selling of these stocks. This is a one time thing and any suggestions are much appreciated! thanks Gord

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Read Answer Asked by gord on October 08, 2019

• Canopy Growth Corporation (WEED $1.42)
  • $1.42 Cap: $159M
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• Aurora Cannabis Inc. (ACB $5.74)
  • $5.74 P/E (TTM): 61.7X Cap: $356M
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• The Flowr Corporation (FLWR)
  • P/E (TTM): -0.1X Cap: $10M
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Q: 5i, The stocks above, have they found the bottom, Is it a good time to buy one of these?, will this boost prices -> "New cannabis products — like edibles, beverages, topicals and extracts — will be for sale legally in Canada in mid-December."
Thanks

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Read Answer Asked by Fernando on October 08, 2019

• Signet Jewelers Limited (SIG $76.15)
  • $76.15 P/E (TTM): 83.4X Cap: $3.12B
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Q: Have been watching signet for a few months now and it looks like it has good momentum and fundamentals. Am thinking of taking profit in Blackstone and redeploying the cash for dividends and growth. What is your assessment of SIG and would appreciate a few more names to replace BX.
Thanks as always Gary

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Read Answer Asked by Gary on October 08, 2019

Q: CAN YOU TELL ME WERE I CAN GET A LIST OF ETFS

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Read Answer Asked by paul on October 08, 2019

• Western Forest Products Inc. (WEF $13.31)
  • $13.31 Cap: $137M
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Q: Do you believe that the dividend is safe for WEF? Thanks!

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Read Answer Asked by Gregory on October 08, 2019

• ARK Innovation ETF (ARKK $73.43)
  • $73.43 P/E (TTM): 132.78X Cap: $6.97B
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Q: Can I please have your opinion on Ark Innovators ETF. It has come off some from its highest level this year. Do you still see potential in starting a position with a long term view.? Would the shift from growth to value will continue putting pressure on this ETF?
Would investing in a value ETF be a better approach in this market?

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Read Answer Asked by Marcela on October 08, 2019

• Diageo plc (DEO $105.93)
  • $105.93 P/E (TTM): 14.16X Cap: $53.70B
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Q: Looking for a US dividend payer I see no questions on this stock could you give us your opinion.

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Read Answer Asked by dennis on October 08, 2019

• General Dynamics Corporation (GD $316.62)
  • $316.62 P/E (TTM): 21.01X Cap: $84.39B
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Q: Good day your thoughts on GD

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Read Answer Asked by George on October 08, 2019

• Algonquin Power & Utilities Corp. (AQN $8.13)
  • $8.13 Cap: $6.26B
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Q: Follow closely your balanced portfolio. Thinking of selling gud for aqn. What do you think. Thanks as always. T steve

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Read Answer Asked by Stephen on October 08, 2019

• WSP Global Inc. (WSP $285.06)
  • $285.06 P/E (TTM): 51.42X Cap: $37.23B
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Q: Can you explain that weird activity with WSP at 16:45 today (Oct. 7)? High volume at $80?

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Read Answer Asked by chris on October 08, 2019

Q: Here is a very relevant chart showing why investing in sound Co.'s for the long term is the way to win. There are draw down's
every year that really are insignificant in the big picture.
https://ritholtz.com/2019/10/sp-500-intra-year-declines-3/

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Read Answer Asked by Joseph on October 08, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Peter can you tell me when were the dividends removed from this stock. I just went on the tsx and this company no longer pays dividends.

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Read Answer Asked by wilson on October 08, 2019

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $31.87)
  • $31.87 P/E (TTM): 21.61X Cap: $1.20B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.48)
  • $41.48 P/E (TTM): 0.16X Cap: $2.69B
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• Vanguard Total International Stock (VXUS $69.62)
  • $69.62 P/E (TTM): 0.45X Cap: $93.32B
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Q: My portfolio review tells me that I need to add 20% to the international portion of my current holdings. At the moment, I hold only ZDM. Should I add to that or do you have another recomendation? I also need an Emerging Market ETF recomendation for diversification.

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Read Answer Asked by Michael on October 07, 2019