Investment Q&A

• Linamar Corporation (LNR $68.61)
  • $68.61 P/E (TTM): 16.34X Cap: $4.10B
  • View LNR Profile
  • View Questions on LNR
• Stella-Jones Inc. (SJ $74.50)
  • $74.50 P/E (TTM): 13.37X Cap: $4.36B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB

Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?

Upvote 0

Read Answer Asked by Gordon on December 04, 2017

• AltaGas Ltd. (ALA $41.30)
  • $41.30 P/E (TTM): 21.59X Cap: $12.30B
  • View ALA Profile
  • View Questions on ALA

Q: MT Newswires
08:42 ET
AltaGas, WGL Signs Settlement Agreement in Maryland for Proposed Merger

Peter; This release today seems to remove some uncertainty re the merger/takeover but the stock seems indifferent. Am I missing something ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on December 04, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: It seems to me that the ability to pass tax reform in the US is a significant event. Could you please comment on the impact of this event with respect to market valuation as well as benefiting sectors.

Upvote 0

Read Answer Asked by Mike on December 04, 2017

• Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
  • $72.80 P/E (TTM): 37.08X Cap: $8.35B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: You have noted this company for tax loss selling, can you tell me why the stock is down so much and would it be a good buy if it does fall more as investors sell for tax losses.

Upvote 0

Read Answer Asked by Susan and Philip on December 04, 2017

• Richelieu Hardware Ltd. (RCH $34.54)
  • $34.54 P/E (TTM): 23.37X Cap: $1.92B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH

Q: Rch as a nice upward trend technically. I has come down lately. Would consider it a buy?

Thanks
Paul

Upvote 0

Read Answer Asked by Paul on December 04, 2017

• Labrador Iron Ore Royalty Corporation (LIF $26.75)
  • $26.75 P/E (TTM): 12.58X Cap: $1.72B
  • View LIF Profile
  • View Questions on LIF

Q: I was considering buying some LIF for it's recent momentum and dividend, even though it seems to have exceeded analyst price targets. But then I noticed that the CFO and CEO own only a few thousand shares each. Is that info incorrect? Does this indicate their own lack of confidence in their share price? It seems fair to expect them to have a bit of skin on the game.

Upvote 0

Read Answer Asked by Pat on December 04, 2017

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
  • View AGU Profile
  • View Questions on AGU

Q: Hello wondering what your thoughts are on Agrium. And would you buy,hold,sell

Thank you for your time and value your thoughts

Upvote 0

Read Answer Asked by Marla on December 04, 2017

• Lumentum Holdings Inc. (LITE $111.13)
  • $111.13 Cap: $7.63B
  • View LITE Profile
  • View Questions on LITE

Q: LITE is very weak today. I don't see any news to account for it. Any thoughts? Also, would you hold or sell at this level. I'm about even on the stock so no ties to it. Thanks

Upvote 0

Read Answer Asked on December 04, 2017

• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.08X Cap: $626M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Is there any meaningfull activity right now at GUD ? The stock seems stuck at $7.55

Upvote 0

Read Answer Asked by Serge on December 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Why has Shopify been so soft lately. Down substantially today?

Upvote 0

Read Answer Asked by Rick on December 04, 2017

• Cognex Corporation (CGNX $41.36)
  • $41.36 P/E (TTM): 61.56X Cap: $6.86B
  • View CGNX Profile
  • View Questions on CGNX

Q: Morning 5i

I'm surprised there aren't any recent questions about CGNX. Any reasons for the recent slide? Does the split have anything to do it? And what do you think we can look forward to moving forward? Is it a sell, hold or buy in your opinion?

Thanks for all you do

gm

Upvote 0

Read Answer Asked by Gord on December 04, 2017

• Cameco Corporation (CCO $105.01)
  • $105.01 P/E (TTM): 83.56X Cap: $45.81B
  • View CCO Profile
  • View Questions on CCO

Q: hello team, why is Cameco up 16% today?

Thank you david

Upvote 0

Read Answer Asked by lori on December 04, 2017

• Extendicare Inc. (EXE $12.67)
  • $12.67 P/E (TTM): 14.27X Cap: $1.06B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: Your outlook on EXE please. Do you like it, would you add new money today.

Upvote 0

Read Answer Asked by Eric on December 04, 2017

• StorageVault Canada Inc. (SVI $4.67)
  • $4.67 Cap: $1.69B
  • View SVI Profile
  • View Questions on SVI
  • View Reports on SVI

Q: Could I get your thoughts on SVI? Is this a good time to buy?

Upvote 0

Read Answer Asked by Terry on December 04, 2017

• Allied Properties Real Estate Investment Trust (AP.UN $17.19)
  • $17.19 Cap: $2.20B
  • View AP.UN Profile
  • View Questions on AP.UN

Q: What is your opinion of AP.UN in today's rising interest environment? I know some REITs will be hurt if interest rates rise a lot, but it seems to me that Allied might not be hit as hard as some because it has some unique properties which many tenants will still be happy to lease. I have held AP for many years, and am considering adding more.

Upvote 0

Read Answer Asked by Jack on December 04, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI

Q: Would you consider Enercare having somewhat of a "moat" in their business?
Is the current ratio and debt a concern to you? I know the PE is very high. Are you comfortable with the valuation now or would you wait for a pullback?

Thanks.

Upvote 0

Read Answer Asked by James on December 04, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When is the next Technical Analysis report?Did not see one in Nov. Just renew this great site for another 2 years

Upvote 0

Read Answer Asked by Peter on December 04, 2017

• Ivanhoe Mines Ltd. (IVN $11.38)
  • $11.38 P/E (TTM): 27.79X Cap: $15.21B
  • View IVN Profile
  • View Questions on IVN

Q: What are your thoughts about IVN growth prospects..?

Upvote 0

Read Answer Asked by Stefan on December 04, 2017

• FedEx Corporation (FDX $224.66)
  • $224.66 P/E (TTM): 13.97X Cap: $53.41B
  • View FDX Profile
  • View Questions on FDX

Q: I am trying to increase american exposure - hopefully for long hold and reasonable growth . I already hold FB, INTL, UTX, GLW. Your thoughts on fedex or other suggestions, please. Thanks Jim

Upvote 0

Read Answer Asked by jim on December 04, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: My wife's adviser is recommending the following mutual fund for her RRSP. Could I get your opinion on the Edgepoint Global portfolio Mutual fund. Fund code- EDG100. MER around 2.13% about 6 billion under management- past returns have been strong. I am always cautious when I see such high MER's. Do you think this is a good one fund solution, if you went with ETF's instead of this mutual fund which ones would you recommend?
Thank you!

Upvote 0

Read Answer Asked by Kyle on December 04, 2017