Investment Q&A

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.00)
  • $5.00 P/E (TTM): 22.17X Cap: $219M
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• Exco Technologies Limited (XTC $6.85)
  • $6.85 P/E (TTM): 10.81X Cap: $260M
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• Premier American Uranium Inc. (PUR $1.08)
  • $1.08 Cap: $100M
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Q: The number cruncher column in today's Globe picked 10 companies in your wheelhouse. Can you pick three that you like the best ? Thanks

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Read Answer Asked by Glenn on June 29, 2017

• Miscellaneous (MISC)
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Q: Wow! I asked my first question and it was answered with an hour or two. Spectacular service folks (not just the quick answer, but everything else too). I have really enjoyed this service over the last couple of years. Oh yeah, and that goes for the ETF and Mutual Fund Update as well as Canadian Money Saver Magazine. Much appreciated.

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Read Answer Asked by Doug on June 29, 2017

• Constellation Software Inc. (CSU $3,874.32)
  • $3,874.32 P/E (TTM): 93.3X Cap: $81.20B
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• WSP Global Inc. (WSP $275.62)
  • $275.62 P/E (TTM): 44.5X Cap: $35.85B
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• Celestica Inc. (CLS $351.65)
  • $351.65 P/E (TTM): 55.13X Cap: $39.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.83)
  • $207.83 P/E (TTM): 83.96X Cap: $271.07B
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Q: Market is down so which stocks due see unfairly punished and will be good to pick up.

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Read Answer Asked by Nizar on June 29, 2017

• Franklin Core ETF Portfolio (CBL $23.30)
  • $23.30 P/E (TTM): 4.02X Cap: $2M
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Q: Hi 5i,
I hold some Callidus (CBL) and I am inclined to keep holding and collecting the dividends while management works on growing the business and works out some kind privatization deal that they will find acceptable. I noticed though that my online broker recently updated its indication of the number of floating shares, reducing it from 12M to 9.24M. Aside from liquidity issues, are there any risks (for shareholders like me) associated with the share float becoming too small? Also, what is the extent of the short interest in the stock and, if indicated in percentage terms, is that a percentage of the issued shares or a percentage of the floating shares? Thanks.

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Read Answer Asked by Lance on June 29, 2017

• BMO Covered Call Utilities ETF (ZWU $11.45)
  • $11.45 P/E (TTM): 18.8X Cap: $1.92B
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Q: Do you expect ZWU to fall substantially with a Cdn rate hike? Would you move out of utilities into something else that would perform better with rising rates?

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Read Answer Asked by Curtis on June 29, 2017

• Knight Therapeutics Inc. (GUD $5.85)
  • $5.85 Cap: $590M
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Q: GUD. GUD a bit unstable today. Everything still fine ?

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Read Answer Asked by Serge on June 29, 2017

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: Agrium has pulled back some, is it a buy?

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Read Answer Asked by Curtis on June 29, 2017

• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 70.7X Cap: $30.50B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $18M
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Q: I currently hold BCE and am looking at Corus as well for the dividend more than growth. Any ideas on this?

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Read Answer Asked by Bonnie on June 29, 2017

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $18M
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Q: Hi Peter, This company pays a high dividend, but looking at the balance sheet 83% of its assets are goodwill and intangibles. What are the long term prospects of this company and is the dividend safe?

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Read Answer Asked by Randip on June 29, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: With a nice contract yesterday would this be a good time to buy?
Do you think it is fair value?
Value trap?
Thanks for your advise!

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Read Answer Asked by Kim on June 29, 2017

• StorageVault Canada Inc. (SVI $5.15)
  • $5.15 Cap: $1.85B
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Q: SVI-x Do you have any info. on this small co? Thanks for all your great help.I now have one of my grandkids interested and is following with great interest in all of the questions so my small investment has paid off. Jim

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Read Answer Asked by jim on June 29, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hello,
My wife has $45K in her RRSP and would like to invest it in stocks, she is 46 years old and we would like to use stocks from your balanced portfolio, how many and which ones would you recommend?

Thanks.

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Read Answer Asked by rick on June 29, 2017

• Steadyhand Income Fund Series A (SIF120 $10.98)
  • $10.98 P/E (TTM): 13.8X
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Q: On June 28th, under misc, Donald asked your thoughts on a fixed income fund. I thought of your answer as a possible investment fund for me, but you did not name the fund. Could you please tell me the fund’s name. Thanks.

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Read Answer Asked by cal on June 29, 2017

• Constellation Software Inc. (CSU $3,874.32)
  • $3,874.32 P/E (TTM): 93.3X Cap: $81.20B
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Q: Any news (or maybe some concerns) with CSU since it is down about 7% this week alone (even though it is up nicely for the year)?

Doug

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Read Answer Asked by Doug on June 29, 2017

• Gildan Activewear Inc. (GIL $82.90)
  • $82.90 P/E (TTM): 18.51X Cap: $12.34B
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Q: Hi 5i:
Any recent news on Gildan, other than the resignation of a Director? He went to UnderArmour I think, so that should not cause any sudden drops in the stock.

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Read Answer Asked by Roland on June 29, 2017

• Alphabet Inc. (GOOG $244.62)
  • $244.62 P/E (TTM): 25.96X Cap: $2.94T
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• NVIDIA Corporation (NVDA $188.97)
  • $188.97 P/E (TTM): 53.16X Cap: $4.54T
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• Kinaxis Inc. (KXS $180.91)
  • $180.91 P/E (TTM): 150.99X Cap: $5.05B
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• Cognex Corporation (CGNX $45.45)
  • $45.45 P/E (TTM): 62.92X Cap: $7.69B
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Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.

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Read Answer Asked by David on June 29, 2017

• Alaris Equity Partners Income Trust (AD.UN $18.60)
  • $18.60 P/E (TTM): 6.19X Cap: $843M
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Q: Can you comment on why Alaris has moved up ten percent in the last week? Do you think it is a buy at these levels?

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Read Answer Asked by Pamela on June 29, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Hello I am thinking of purchasing this stock and would like to get your opinion on the stock both from a growth and dividend perspective. Thank you, Alan

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Read Answer Asked by Alan on June 29, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.85)
  • $34.85 P/E (TTM): 12.1X Cap: $358M
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Q: Can you please comment about the U.S government announcing that 32 banks are now allowed to raise dividends and buy back shares? Is this big or did the market expect it?

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Read Answer Asked by Matt on June 29, 2017

• Franklin Core ETF Portfolio (CBL $23.30)
  • $23.30 P/E (TTM): 4.02X Cap: $2M
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Q: Hi. Thanks for your invaluable advice. Can you indicate what the financial implications are of Callidus Capital's announcement today that they are considering establishing a private fund? It seems to indicate that Callidus is having difficulties finding a buyer. Would you recommend continuing to hold this stock or is it time to consider alternatives?

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Read Answer Asked by Alan on June 29, 2017