Investment Q&A

• Real Matters Inc. (REAL $6.33)
  • $6.33 P/E (TTM): 210.54X Cap: $469M
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Q: REAL came out with earnings the other day which the market didn't like. What did you think of them? I picked some shares up at the lows for a trade (not a full position) but kind of like the potential upside from here.

TIA

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Read Answer Asked by Gerald on February 05, 2018

• Brooks Automation Inc. (BRKS)
  • P/E (TTM): 78.0X Cap: $8.64B
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Q: Hello,
Can you please comment on earning, outlook and valuation of BRKS. Is it a good name to buy this stock at this level, What do you think about the company's valuation and growth outlook?
Thanks
Victor

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Read Answer Asked by Victor on February 05, 2018

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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• Flowserve Corporation (FLS $52.79)
  • $52.79 P/E (TTM): 24.59X Cap: $6.96B
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• Xylem Inc. New (XYL $141.83)
  • $141.83 P/E (TTM): 36.67X Cap: $34.28B
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Q: HI Team,
I am looking to put some speculative money into the water space. I have been watching HEO.V and I have recently found WATR.V that I am keeping an eye on. Would you recommend focusing on HEO for any particular reason? I am considering taking a 2% position in HEO and 1% WATR. Any other micro cap names in this space that you would consider or replace WATR with? Thanks

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Read Answer Asked by Ryan on February 05, 2018

• Knight Therapeutics Inc. (GUD $6.39)
  • $6.39 P/E (TTM): 61.58X Cap: $636M
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Q: GUD. Is it not trading below its book value ? How comes and why so ?

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Read Answer Asked by Serge on February 05, 2018

• iShares Canadian Select Dividend Index ETF (XDV $34.92)
  • $34.92 P/E (TTM): 18.66X Cap: $1.88B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.83)
  • $38.83 P/E (TTM): 5.71X Cap: $1B
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Q: Dividend payers have been beat down lately. What would be your suggestion for a low cost CDN etf for dividend paying companies?

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Read Answer Asked by Maria on February 05, 2018

• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.50B
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Q: Any comments regarding the movement of SIS with the marijuana sector I have been noticing a bit of a trend here obviously not to the same extremes.. does it just have to do with the 'healthcare' exposure?

Thanks

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Read Answer Asked by Kyle on February 05, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $82.15)
  • $82.15 P/E (TTM): 16.1X Cap: $14.01B
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• Stella-Jones Inc. (SJ $77.96)
  • $77.96 P/E (TTM): 12.92X Cap: $4.26B
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Q: I'm picking between buying CCL.B and SJ in the material sector. Which do you prefer right and why?

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Read Answer Asked by Carla on February 05, 2018

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.32)
  • $8.32 P/E (TTM): 31.87X Cap: $55M
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Q: With the current volatility in Marijuana stocks would you consider this an opportune time to add to my small position in HMMJ now ion the $16 range?
Guy R

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Read Answer Asked by Guy R. on February 05, 2018

• Sun Life Financial Inc. (SLF $80.92)
  • $80.92 P/E (TTM): 14.67X Cap: $45.83B
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• WSP Global Inc. (WSP $282.55)
  • $282.55 P/E (TTM): 45.26X Cap: $36.46B
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• Stella-Jones Inc. (SJ $77.96)
  • $77.96 P/E (TTM): 12.92X Cap: $4.26B
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• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.06X Cap: $18.39B
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• Alimentation Couche-Tard Inc. (ATD $70.33)
  • $70.33 P/E (TTM): 18.69X Cap: $67.02B
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Q: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!

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Read Answer Asked by Paul on February 05, 2018

• Sun Life Financial Inc. (SLF $80.92)
  • $80.92 P/E (TTM): 14.67X Cap: $45.83B
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• Magna International Inc. (MG $61.63)
  • $61.63 P/E (TTM): 10.43X Cap: $17.13B
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• Alimentation Couche-Tard Inc. (ATD $70.33)
  • $70.33 P/E (TTM): 18.69X Cap: $67.02B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.09)
  • $23.09 P/E (TTM): 19.91X Cap: $2.34B
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• iShares U.S. Transportation ETF (IYT $71.61)
  • $71.61 P/E (TTM): 73.19X Cap: $623M
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Q: hi 5i, as a retired couple with your income portfolio, 10% cash and our largest 5 positions above pulling back between 4% and 8% in the last 2 weeks, is now or soon a good time to deploy 5% cash? if so should we add to your income portfolio or add to the above stocks and in what order, best to last or wait for a bottom to form. Thanks so much for your reply. Peter

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Read Answer Asked by Peter on February 05, 2018

• CAE Inc. (CAE $37.72)
  • $37.72 P/E (TTM): 29.4X Cap: $12.30B
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Celestica Inc. (CLS $256.04)
  • $256.04 P/E (TTM): 43.7X Cap: $30.94B
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• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.06X Cap: $18.39B
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Q: I held AVO in my TSFA account. Could you please recommend 1-2 stocks to replace it.

Thanks again for everything!!!


Dave

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Read Answer Asked by David on February 05, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• Monument Circle Acquisition Corp. (MON $10.07)
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Cognex Corporation (CGNX $43.40)
  • $43.40 P/E (TTM): 61.88X Cap: $7.22B
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• DowDuPont Inc. (DWDP)
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Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.

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Read Answer Asked by Pamela on February 05, 2018

• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: Considering the big drop today is a great buying opportunity, which would be your top picks from the balanced and growth portfolio ?

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Read Answer Asked by Sébastien on February 05, 2018

• Xunlei Limited (XNET $7.89)
  • $7.89 Cap: $1.39B
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Q: The market had a correction over the last few days. I have a list of holdings that have fallen considerably more than the market and I will hold them to see how they recover. If there is any you think that I should part company with after their initial recovery, let me know. They XNET, ICER, BRKS, HBM.TO, ALB, CGNX. Thank you Dennis

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Read Answer Asked by Dennis on February 05, 2018

• Miscellaneous (MISC)
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Q: could you please comment on todays decline in both the tsx and dow any reasons why and is this a correction or a sign of things to come thankyou

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Read Answer Asked by michael on February 05, 2018

• Chartwell Retirement Residences (CSH.UN $18.46)
  • $18.46 P/E (TTM): 87.43X Cap: $5.39B
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Q: Little decline here on Chartwell- maybe time to add some more... anything specific driving this?

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Read Answer Asked by Kyle on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.06X Cap: $18.39B
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Q: Can you outline the process forward if the deal is completed. If we hold the shares until closing what happens then.
Thank You

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Read Answer Asked by Peter on February 05, 2018

• Emera Incorporated (EMA $66.04)
  • $66.04 P/E (TTM): 22.43X Cap: $19.73B
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Q: Good Morning
I will appreciate your comments on EMA
Emera's debt to equity ratio is 69.43% (my broker's figures)
Can you please comment whether EMA will be able to pay down this debt with the rising trend in interest rates?
Is the dividend sustainable?
I am down 10% as of today. I am planning to average down if it drops below $40. Is this advisable? Or should I sell?
EMA is in my RIF account.
Thanks again for your insight.

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Read Answer Asked by Terry on February 05, 2018

• Kinaxis Inc. (KXS $196.39)
  • $196.39 P/E (TTM): 167.12X Cap: $5.61B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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Q: If I was going to put new money in this sector, which would you recommend
one, both or none? Thanks. Fooklin

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Read Answer Asked by Fooklin on February 05, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.53)
  • $15.53 P/E (TTM): 82.42X Cap: $1.51B
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Q: I note that Canada Goose is to report earnings on Feb 8th at 9 am. Stock hit $ 45.90 on Feb 2nd and closed at $ 44.50 up 70 cents the day of a gigantic sell off in North American Markets. I think something good is coming. Your thoughts please. RAK.

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Read Answer Asked by bob on February 05, 2018