Investment Q&A

• Gibson Energy Inc. (GEI $25.36)
  • $25.36 P/E (TTM): 26.11X Cap: $4.14B
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• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: How would you compare VSN and Gei going forward ?

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Read Answer Asked by terrance on August 04, 2016

• Tier One Capital LP (TLP.UN)
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Q: Hi Peter and Ryan,

Was wondering if you could comment on Tier 1 Capital LP. Very small company, but was curious about your thoughts on the company's performance and the management team.

Thanks again.

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Read Answer Asked by Aaron on August 04, 2016

• Amerigo Resources Ltd. (ARG $2.08)
  • $2.08 P/E (TTM): 13.74X Cap: $339M
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Q: Could I have your outlook on Amerigo Resources / ARG on TSX.

I would like to average down to recover losses.

Thank you.

Albert

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Read Answer Asked by ALBERT on August 04, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• FMC Corporation (FMC $35.31)
  • $35.31 P/E (TTM): 31.12X Cap: $4.47B
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• Albemarle Corporation (ALB $82.18)
  • $82.18 Cap: $8.88B
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Q: In general, what do you think of the lithium space going forward and is there a particular company, Canada or US that you see as opportunistic.
Thanks
Guy R.

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Read Answer Asked by Guy R. on August 04, 2016

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.87)
  • $9.87 P/E (TTM): 18.96X Cap: $682M
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Q: Any thoughts on Stingray's results and dividend increase? Thanks

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Read Answer Asked by David on August 04, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.37)
  • $78.37 P/E (TTM): 16.1X Cap: $13.88B
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Q: Hi, Could you please comment on CCL earnings. Thanks

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Read Answer Asked by rajeev on August 04, 2016

• Covalon Technologies Ltd. (COV $2.41)
  • $2.41 P/E (TTM): 17.5X Cap: $67M
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Q: Can you please comment on the recent Saudi contract win. And the company now, in general.

Thanks

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Read Answer Asked by Scott on August 04, 2016

• BLVD Centres Corporation (BLVD)
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Q: Hi Guys,

The latest financials came out as fairly decent however CXV has now lost another member of senior management. What do you make of all the uncertainty that follows this company in terms of leadership? I am well underwater in this company and would like to know what your thoughts are regarding continuing to hold this stock? Is it worth the wait or should I pursue other opportunities?

Joel

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Read Answer Asked by Joel on August 04, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.67)
  • $41.67 P/E (TTM): 504.0X Cap: $27.11B
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Q: This group currently is 16 % of an otherwise diversified portfolio (mostly ETFs representing global diversification), worth BAM (4%), BEP (4%), BIP (8%). BIP holding since its original spinoff. I am loath to trim any of these performers (isn't that a bit like pulling the flowers and watering the weeds?) - Long term comparative charts indicate that they are fairly correlated, however, so is my weighting in this group too big ?
Your team has the patience of saints !
Bob Nykolaishen

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Read Answer Asked by Bob on August 04, 2016

• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $95.94B
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• BCE Inc. (BCE $33.72)
  • $33.72 P/E (TTM): 79.79X Cap: $30.89B
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• Enbridge Inc. (ENB $65.43)
  • $65.43 P/E (TTM): 22.74X Cap: $141.02B
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• WSP Global Inc. (WSP $280.07)
  • $280.07 P/E (TTM): 51.13X Cap: $36.53B
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Q: Peter, could you please recommend 5 Dividend {low volatility} stocks for a long {3-5 years} term hold.

Thanks Valter

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Read Answer Asked by Valter on August 04, 2016

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Is this a good entry point for Shaw Communications?

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Read Answer Asked by hugh on August 04, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $34.02)
  • $34.02 Cap: $22.53B
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Q: I would appreciate your thoughts and analysis on Brookfield Renewable's earnings. Is it a good long term investment? Thank You.

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Read Answer Asked by Brian on August 04, 2016

• Milestone Apartments Real Estate Investment Trust (MST.UN $22.15)
  • $22.15 P/E (TTM): 36.3X
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Q: Hi Peter, Ryan, and Team,

Today, would you be a buyer of MST.UN? The RSI chart would indicate that it's close to the "oversold" category. It would be for my RRIF which contains a well-diversified mix of mainly your recommendations. The only other "real estate" holdings are a position in each of FCR and IIP.UN, and no direct participation in the US market.

Thanks, as always.

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Read Answer Asked by Jerry on August 04, 2016

• Stamps.com Inc. (STMP $329.61)
  • $329.61 P/E (TTM): 50.13X Cap: $6.07B
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Q: Stamp.com, NASDAQ:STMP

I appreciate your opinion on this company. It seems to me that it has good earning growth, and many analyst have strong buy recommendation but shares have not been doing well recently. If I sell this company at a loss would you recommend any similar company with a better risk reward prospect? Thanks

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Read Answer Asked by Saad on August 04, 2016

• TSO3 Inc. (TOS $0.43)
  • $0.43 Cap: $39M
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Q: Hi Peter;
please comment on TOS's earnings.
Thanks,
Ron

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Read Answer Asked by Ron on August 04, 2016

• BMO Equal Weight REITs Index ETF (ZRE $21.92)
  • $21.92 P/E (TTM): 54.85X Cap: $583M
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Q: Hi Guys,

Is ZRE a good buy? 3 to 5 year hold.

thanks,

Jim

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Read Answer Asked by jim on August 04, 2016

• Kroger Company (The) (KR $74.42)
  • $74.42 P/E (TTM): 26.8X Cap: $49.08B
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Q: I know you don't focus on US stocks but would appreciate your opinion on KR. What other companies within the same sector in the US that you like?

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Read Answer Asked by Iskandar on August 04, 2016

• LG Display Co Ltd AMERICAN DEPOSITORY SHARES (LPL $4.04)
  • $4.04 Cap: $4.05B
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Q: I understand that LG Display Company is an undervalued stock that is likely a good growth investment. Do you have any comments on this company?

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Read Answer Asked by Grant on August 04, 2016

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 30.25X Cap: $1.49B
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Q: hello 5i, looking to ad to my health care position is sis good entry point with recent pull back other recomendations ? also some time ago you made some recomeded reading for investors and i cannot find ,need for vacation ,separate question if you prefer. thanks in advance Mike

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Read Answer Asked by michael on August 04, 2016

Q: Why did all your "Top Picks" on BNN last knight show on the disclosure board a green tick beside 'Guest Firm/Affiliates' (i.e you have an interest in the stock). If I remember correctly this also happened in your last appearance on BNN, No?

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Read Answer Asked by Scot on August 04, 2016