Investment Q&A

• Amazon.com Inc. (AMZN $230.80)
  • $230.80 P/E (TTM): 35.22X Cap: $2.46T
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• Amphenol Corporation (APH $111.06)
  • $111.06 P/E (TTM): 43.51X Cap: $133.33B
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• Atlassian Corporation (TEAM $168.85)
  • $168.85 Cap: $43.83B
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Q: Please comment on the earning release of these companies.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 27, 2018

• ECN Capital Corp. (ECN $2.82)
  • $2.82 P/E (TTM): 102.0X Cap: $790M
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Q: Any particular reason for the activity on Ecn

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Read Answer Asked by Roy on July 27, 2018

• Diana Shipping inc. (DSX $1.63)
  • $1.63 Cap: $179M
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Q: Peter and His Wonder Team
I realize you do not follow USA stocks. However you might be able to give a general comment. DSX just reported a good quarter and returned to profit for the first time in a very long time. The stock opened higher and then drifted lower and closed down over 5%. I am confused to the negative reaction. Is there anything on the wire? Your thoughts please!
Thank you...

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Read Answer Asked by Ernest on July 27, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.19)
  • $80.19 P/E (TTM): 16.1X Cap: $14.06B
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• Winpak Ltd. (WPK $41.07)
  • $41.07 P/E (TTM): 13.42X Cap: $2.54B
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• Richards Packaging Income Fund (RPI.UN $32.26)
  • $32.26 P/E (TTM): 15.87X Cap: $354M
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Q: What are your top 3 choices for exposure to the packaging industry? Looking at a long term hold with some growth and strong dividend. Thanks

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Read Answer Asked by Gary on July 27, 2018

• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.0X Cap: $2M
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Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

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Read Answer Asked by Doris on July 27, 2018

• Pembina Pipeline Corporation (PPL $50.72)
  • $50.72 P/E (TTM): 16.55X Cap: $29.44B
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• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
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• Capital Power Corporation (CPX $61.09)
  • $61.09 P/E (TTM): 18.53X Cap: $9.28B
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• Freehold Royalties Ltd. (FRU $13.37)
  • $13.37 P/E (TTM): 17.32X Cap: $2.18B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

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Read Answer Asked by DANIEL on July 27, 2018

• McDonald's Corporation (MCD $308.31)
  • $308.31 P/E (TTM): 27.27X Cap: $220.45B
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• Restaurant Brands International Inc. (QSR $90.96)
  • $90.96 P/E (TTM): 24.64X Cap: $41.04B
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Q: Hi Team, based on todays results and the stock price drop should I add shares here in an RRSP?
Is the growth profile still intact.
Would you look at another Consumer Discretionary company instead of MCD. Thank-you in advance! Sam

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Read Answer Asked by sam on July 27, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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• Vitalhub Corp. (VHI $12.79)
  • $12.79 P/E (TTM): 283.33X Cap: $715M
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Q: Hello,

How similar/different are vhi and rht to one another?

Cheers,

Robert

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Read Answer Asked by Robert on July 27, 2018

• AT&T Inc. (T $28.94)
  • $28.94 P/E (TTM): 16.4X Cap: $206.43B
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• H&R Real Estate Investment Trust (HR.UN $11.90)
  • $11.90 Cap: $3.26B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Chemtrade Logistics Income Fund (CHE.UN $12.80)
  • $12.80 P/E (TTM): 11.23X Cap: $1.40B
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Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.

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Read Answer Asked by Harold on July 27, 2018

• Aimia Inc. (AIM $3.16)
  • $3.16 Cap: $300M
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Q: We have 1000 shares at issue price of $25. Thoughts on selling these here or holding?
Thanks.
Ted

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Read Answer Asked by Ted on July 27, 2018

• Aimia Inc. (AIM $3.16)
  • $3.16 Cap: $300M
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Q: Why did the AIM preferreds go up in such a disproportionate way? Thank you.

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Read Answer Asked by Kurt W on July 27, 2018

• Invesco Water Resources ETF (PHO $72.51)
  • $72.51 P/E (TTM): 48.33X Cap: $2.25B
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Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

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Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $89.20)
  • $89.20 P/E (TTM): 44.47X Cap: $17.31B
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Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

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Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $168.85)
  • $168.85 Cap: $43.83B
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• Box Inc. Class A (BOX $31.44)
  • $31.44 P/E (TTM): 24.49X Cap: $4.57B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Spotify Technology S.A. (SPOT $730.31)
  • $730.31 Cap: $149.37B
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• Rapid7 Inc. (RPD $21.40)
  • $21.40 P/E (TTM): 50.64X Cap: $1.37B
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Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis

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Read Answer Asked by Dennis on July 27, 2018

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 P/E (TTM): 18.79X Cap: $72M
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Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

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Read Answer Asked by Hue on July 27, 2018

• Apple Inc. (AAPL $231.10)
  • $231.10 P/E (TTM): 35.14X Cap: $3.43T
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• Gilead Sciences Inc. (GILD $118.46)
  • $118.46 P/E (TTM): 24.87X Cap: $146.87B
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• Garmin Ltd. (Switzerland) (GRMN $232.08)
  • $232.08 P/E (TTM): 28.68X Cap: $44.72B
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• QUALCOMM Incorporated (QCOM $159.60)
  • $159.60 P/E (TTM): 15.25X Cap: $170.32B
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• JPMorgan Chase & Co. (JPM $291.54)
  • $291.54 P/E (TTM): 14.25X Cap: $798.77B
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• McDonald's Corporation (MCD $308.31)
  • $308.31 P/E (TTM): 27.27X Cap: $220.45B
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Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

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Read Answer Asked by RUPINDER on July 27, 2018

• Peyto Exploration & Development Corp. (PEY $19.04)
  • $19.04 P/E (TTM): 11.59X Cap: $3.82B
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• Tourmaline Oil Corp. (TOU $57.22)
  • $57.22 P/E (TTM): 14.38X Cap: $21.54B
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• WSP Global Inc. (WSP $277.60)
  • $277.60 P/E (TTM): 45.26X Cap: $36.30B
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• Stantec Inc. (STN $145.99)
  • $145.99 P/E (TTM): 43.86X Cap: $16.75B
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• Aecon Group Inc. (ARE $20.15)
  • $20.15 P/E (TTM): 57.57X Cap: $1.26B
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• Birchcliff Energy Ltd. (BIR $6.20)
  • $6.20 P/E (TTM): 12.48X Cap: $1.70B
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• Black Diamond Group Limited (BDI $11.66)
  • $11.66 P/E (TTM): 24.17X Cap: $764M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

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Read Answer Asked by Denis on July 27, 2018

• Vermilion Energy Inc. (VET $9.97)
  • $9.97 Cap: $1.53B
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Q: Unsure if this was sent a few mins ago.Reportedly VET reports on July 30(opening or closing?) with estimated 0.22 EPS & $375.01m revenue.Does the results include the acquisition of SPE? 2)What are the whisper numbers,if any? 3)Is this a good time to start a position? 4)Between VET & PXT,which would you choose?Thanks for u usual great services & opinions.

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Read Answer Asked by Peter on July 27, 2018

• Constellation Software Inc. (CSU $4,388.90)
  • $4,388.90 P/E (TTM): 107.98X Cap: $92.25B
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Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

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Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $4,388.90)
  • $4,388.90 P/E (TTM): 107.98X Cap: $92.25B
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Q: Hi, could you please comment on Constellation Software earnings release. Thanks

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Read Answer Asked by rajeev on July 27, 2018