Investment Q&A

• Aimia Inc. (AIM $2.77)
  • $2.77 Cap: $256M
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Q: I currently own AIM.PR.A. It is down 30% today and is under $10.

Simply, would you hold or sell this position?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 11, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Good morning,
I am curious about HCG and its recent stock price rise.
If other banks/investors are taking a stake in this company by assuming responsibility for the mortgages within, how does this add value to HCG? I am assuming that the "insurers" are doing to collect the mortgage premiums.
Thanks
rick

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Read Answer Asked by Richard on May 11, 2017

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: Can you explain what happened between Aumento Capital and Greenspace Brands?

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Read Answer Asked by CAMERON on May 11, 2017

• Miscellaneous (MISC)
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Q: A comment on your response to Ken today on defining a half/full position.You totally confused me with the short answer sent him. This link, perhaps, explains thing s more precisely:
https://seekingalpha.com/article/3361795-what-makes-a-full-position-or-half-position-in-a-dividend-growth-portfolio

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Read Answer Asked by Stephen on May 11, 2017

• Stantec Inc. (STN $156.37)
  • $156.37 P/E (TTM): 41.72X Cap: $17.95B
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Q: is the drop today significant? this seems like a very solid long term company. am I missing something? many thanks.

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Read Answer Asked by M.S. on May 11, 2017

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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Q: The Telus earnings release includes a statement that they raised the Q dividend 7.1% to .4925 (from .48). Looks to me like a 2.6% increase. Am I missing something here? Perhaps the 7.1% (incorrectly) includes a 2nd increase that they may make later this year (as they did in 2016)?? Thanks

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Read Answer Asked by Gary on May 11, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Spartan Energy Corp. (SPE $6.68)
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Q: Hi guys looking at spartan energy recent quarter it looks excellent they have roughly the same production as raging river but a little higher debt they are 2.40 and raging river at 8.00 what's gives here your insight please. Thanks Jamie

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Read Answer Asked by Jamie on May 11, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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Q: Can you explain the pullback in CCL.B today and would you consider this an enhanced buying opportunity?

Thanks!

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Read Answer Asked by Glen on May 11, 2017

• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 66.34X Cap: $404.36B
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• Home Depot Inc. (The) (HD $379.55)
  • $379.55 P/E (TTM): 26.22X Cap: $376.29B
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Q: Your thoughts on HD? Are the other similar stocks you like better and why.

Thanks for your support.

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Read Answer Asked by Mark on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.98)
  • $163.98 P/E (TTM): 18.02X Cap: $13.32B
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Q: A curiosity: Canadian Tire beat all analysts estimates in sales, revenue( +7.6% and beat estimates) profits( up 26%), etc.... rep0rted this AM.... yet stock is down considerably....
how would you interpret this for going forward?
How do you see this company in short and long term?
Thanks

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Read Answer Asked by lyle on May 11, 2017

• Miscellaneous (MISC)
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Q: Peter; In your experience are there any comparable times , I.e. Nixon, as to what the market does during an impeachment? Thanks. Rod

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Read Answer Asked by Rodney on May 11, 2017

• Exco Technologies Limited (XTC $6.51)
  • $6.51 P/E (TTM): 10.82X Cap: $250M
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Q: Do you still feel confident in xtc as a long term hold? Do you think the dividend growth will continue?

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Read Answer Asked by Carla on May 11, 2017

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: Not much in GUD's Q1 earnings but could you provide commentary.

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Read Answer Asked on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.98)
  • $163.98 P/E (TTM): 18.02X Cap: $13.32B
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Q: Is there any reasons for the near 4% fall in the price of CTC,A this morning? Thank!

Yves

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Read Answer Asked by Yves on May 11, 2017

• Merus Labs International Inc. (MSL $1.65)
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Q: It appears the $1.65/share takeover by Norgine is set for Sept 30, 2017. Between now an then do you see any other upside above $1.65? I read at Pharmpro.com, 'The Arrangement Agreement includes a non-solicitation covenant on the part of Merus, subject to customary "fiduciary out" provisions that entitle Merus to consider and accept unsolicited superior proposals and a right in favour of Norgine to match any superior proposal....'

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Read Answer Asked by Gordon on May 11, 2017

• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 24.01X Cap: $6.96B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Exco Technologies Limited (XTC $6.51)
  • $6.51 P/E (TTM): 10.82X Cap: $250M
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Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

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Read Answer Asked by JR on May 11, 2017

• Miscellaneous (MISC)
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Q: Could you please state your latest sector allocations? Thanks to your recommendations,my tech.allocation has grown to 28% of my portfolio.

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Read Answer Asked by Allen on May 11, 2017

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Great-West Lifeco Inc. (GWO $59.46)
  • $59.46 P/E (TTM): 14.84X Cap: $54.40B
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Q: What does it mean when it states that GWO may redeem IN WHOLE OR PART their new issue of series T preferreds in 2022?

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Read Answer Asked by steve on May 11, 2017

• Concordia Healthcare (CXR)
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Q: Hi 5i - can I get your comments on CXR's results? Anything to like here? Thanks, Neil

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Read Answer Asked by Neil on May 11, 2017