Investment Q&A

• Royal Bank of Canada (RY $232.72)
  • $232.72 P/E (TTM): 16.03X Cap: $325.85B
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• Canadian National Railway Company (CNR $138.55)
  • $138.55 P/E (TTM): 18.6X Cap: $84.70B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
  • $85.91 P/E (TTM): 18.26X Cap: $14.52B
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• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
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• NFI Group Inc. (NFI $17.50)
  • $17.50 Cap: $2.08B
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• Toromont Industries Ltd. (TIH $184.71)
  • $184.71 P/E (TTM): 29.95X Cap: $15.03B
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
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• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 28.94X Cap: $1.78B
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Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

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Read Answer Asked by Valter on November 14, 2017

• Bellatrix Exploration Ltd. (BXE $0.38)
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Q: Could I get an update on BXE.
They have made some management changes and appear to have cleared up debt. As they are a gas play also your view on NA gas and how the US LNG shipping will affect Canadian gas producers

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Read Answer Asked by Doug on November 14, 2017

• Martinrea International Inc. (MRE $9.90)
  • $9.90 Cap: $710M
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Q: How much upside is left in this stock? Is it approaching fair value?

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Read Answer Asked by Tyler on November 14, 2017

• Intertape Polymer Group Inc. (ITP $40.48)
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Q: Can you comment on earnings and give your outlook. Thanks, Rob

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Read Answer Asked by Rob on November 14, 2017

• Whitecap Resources Inc. (WCP $12.60)
  • $12.60 P/E (TTM): 10.5X Cap: $15.29B
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Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

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Read Answer Asked by Rob on November 14, 2017

• Air Canada Voting and Variable Voting Shares (AC $21.16)
  • $21.16 Cap: $6.16B
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Q: Can you please comment on Air Canada and why it has been drifting lower as of late?
Thanks,
Rob

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Read Answer Asked by Rob on November 14, 2017

• Miscellaneous (MISC)
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Q: Could you provide, for the latest quarter, the ratio of beats and misses todate for both the US and Canada.
Earning and revenue if possible.
Thanks
Ed

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Read Answer Asked by Ed on November 13, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.41)
  • $4.41 P/E (TTM): 31.5X Cap: $42M
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Q: I have a question about TPK

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Read Answer Asked by j stuart on November 13, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN $68.77)
  • $68.77 P/E (TTM): 11.45X Cap: $3.65B
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Q: Please post the number of shares short on Boardwalk. It feels like time for a squeeze of the hedge funds who remain short this name.

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Read Answer Asked by malcolm on November 13, 2017

• Crius Energy Trust (KWH.UN $8.80)
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Q: Please comment on Q3

Thank you!

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Read Answer Asked by David on November 13, 2017

• Glu Mobile Inc. (GLUU $12.50)
  • $12.50 P/E (TTM): 74.11X Cap: $2.18B
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Q: Would you consider this to be a potential momentum stock?

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Read Answer Asked by Elaine or Gerry on November 13, 2017

• Covalon Technologies Ltd. (COV $1.59)
  • $1.59 P/E (TTM): 23.0X Cap: $43M
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• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.34X Cap: $2.06B
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• Goldman Sachs CDR (CAD Hedged) (GS $44.92)
  • $44.92 P/E (TTM): 21.96X Cap: $366.20B
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Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!

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Read Answer Asked by Martin on November 13, 2017

• Miscellaneous (MISC)
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Q: Hi 5i,

I understand you are raising your subscription prices soon, but can't find on the site as to when. Can you remind me when the new subscription rates are going up?

Thanks!

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Read Answer Asked by Wayne on November 13, 2017

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.38)
  • $21.38 Cap: $547M
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Q: What happen to Chorus on Thursday to cause the price to drop to 8.50? I had a stop lose at that price and got executed. I thought I was save. This was a big swing, my quess a sting bid.

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Read Answer Asked by Paul on November 13, 2017

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: What’s your read on today’s 4% drop. I have a 3% position for long term income plus a little growth.

Thank you

Geoff

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Read Answer Asked by Geoffrey on November 13, 2017

• Pioneering Technology Corp. (PTE $0.02)
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Q: Can you please comment on PTE. Is it worth holding on to. If not, can you suggest a couple stocks to replace it. Thanks

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Read Answer Asked by Bruce on November 13, 2017

• Klondex Mines Ltd. (KDX $3.07)
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Q: Hi. This company has take a big hit recently. I am wondering if it’s now time to move on or whether you think there is still potential. It had done extremely well a year or two ago

Thanks
Bryan

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Read Answer Asked by Bryan on November 13, 2017

• GE Aerospace (GE $321.00)
  • $321.00 P/E (TTM): 40.9X Cap: $336.66B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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Q: Hello Gents, is GE worth a look at these levels? And what are your thoughts on the new Stelco? thank you, cp.

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Read Answer Asked by C on November 13, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $68.92)
  • $68.92 P/E (TTM): 27.11X Cap: $2.32B
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Q: The company's Q3 results and outlook this quarter looked very positive. Something seems to have happened, however, this morning. Is there some news that I am missing? Also what is your advice in light of whatever is going on? Thanks, as always.

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Read Answer Asked by Alan on November 13, 2017

• Pretium Resources Inc. (PVG $19.15)
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Q: I wondered whether you knew of any reason for the slump in PVG today.
Mike

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Read Answer Asked by Mike on November 13, 2017