Investment Q&A

• Almonty Industries Inc. (AII $5.74)
  • $5.74 Cap: $995M
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Q: Greetings team.
Have held this security (Almonty)(primarily tungsten) for many years. With the recent increase in share price my question is would you please review and advise if the future for this company looks solid and promising or is it time to exit or trim my position.
Kind regards.

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Read Answer Asked by Alex on September 08, 2017

• Microsoft Corporation (MSFT $532.42)
  • $532.42 P/E (TTM): 40.53X Cap: $3.98T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
  • $171.88 P/E (TTM): 97.92X Cap: $212.29B
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Q: I'm thinking of taking some profits from shopify
And buying msft for the long term.
What do you think.
Thank you.

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Read Answer Asked by John on September 08, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: With the announced contract with air Canada starting in October, would you start a 1/2 position in Freshii at this time.

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Read Answer Asked by Helen on September 08, 2017

• Enghouse Systems Limited (ENGH $22.76)
  • $22.76 P/E (TTM): 16.02X Cap: $1.25B
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Q: could I please have your comments on the quarte?
Thx

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Read Answer Asked by blake on September 08, 2017

• Miscellaneous (MISC)
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Q: I currently hold a significant amount of U.S. cash in my US dollar RSP. With the latest
surge in the Canadian dollar vs the US dollar can you recommend any strategy that can
offset further decreases in the value of my holdings in Canadian dollar terms in the short or medium term? I am 71 this year and I will have to convert to a RIF by the end of this year. Given the current geopolitical environment and extreme weather in the southern US the likelihood of any US dollar appreciation or strength appears dim in the near term. Would holding gold or gold producers help to hedge my US position?
Thank you for your advice.

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Read Answer Asked by Oleh on September 07, 2017

• Winpak Ltd. (WPK $41.43)
  • $41.43 P/E (TTM): 13.4X Cap: $2.53B
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Q: Why is Winpak taking such a nosedive today?

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Read Answer Asked by Rick on September 07, 2017

• Dollarama Inc. (DOL $192.03)
  • $192.03 P/E (TTM): 43.3X Cap: $52.58B
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Q: The book value of Dollarama is negative $0.52 and the stock price is $133.67 This gives a huge price to book of negative $257

Why does this huge negative price to book not matter. I always thought price to book value was an important financial ratio.

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Read Answer Asked by Robert on September 07, 2017

• Globus Medical Inc. Class A (GMED $53.42)
  • $53.42 P/E (TTM): 39.28X Cap: $7.26B
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Q: Globus Medical - your assessment of GMED ? Thank you

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Read Answer Asked by Kamal on September 07, 2017

• Celestica Inc. (CLS $268.60)
  • $268.60 P/E (TTM): 43.72X Cap: $30.91B
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• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 61.09X Cap: $614M
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Q: Any reason(s)for the sharp increases today on both GUD & CLS.Thanks for u usual great services & views

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Read Answer Asked by Peter on September 07, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: Do you advise selling into this rise or wait it out? The Chinese company bid does not seem a certainty.

Thanks.

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Read Answer Asked by Gayle on September 07, 2017

• Miscellaneous (MISC)
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Q: Hi team, what is an income investor to do in a rising rate environment? What are the sectors and equities that will be most impacted and what are the best sectors to invest in? Do you have any specific stock recommendations for income? I currently have many of the canadian banks, utilities and telcoms which have all taken a hit.
As always thanks for you advice.
Nancy

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Read Answer Asked by Nancy on September 07, 2017

• Descartes Systems Group Inc. (The) (DSG $146.78)
  • $146.78 P/E (TTM): 63.41X Cap: $12.36B
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Q: Could you please comment on recent earnings. Thanks.

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Read Answer Asked by Greg on September 07, 2017

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.75)
  • $10.75 P/E (TTM): 20.53X Cap: $738M
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Q: Could I please get your opinion of this company. Thanks.

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Read Answer Asked by Paul on September 07, 2017

• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.53)
  • $2.53 Cap: $98M
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Q: May I have your opinion on TRZ. I know you have disliked it in the past. Desjardin has recently come out with a buy rating of $14.00 (10.14 as of writing). They point to high volumes due to increased Canadian Dollar and cash balance of 165 million. May I have your opinion?

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Read Answer Asked by Uthaman on September 07, 2017

• Zomedica Pharmaceuticals Corp. (ZOM $0.29)
  • $0.29 Cap: $279M
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Q: What is your opinion of Zomedica?
Thanks!

Linda

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Read Answer Asked by linda on September 07, 2017

• H&R Real Estate Investment Trust (HR.UN $11.56)
  • $11.56 Cap: $3.18B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $19.64)
  • $19.64 P/E (TTM): 21.25X Cap: $479M
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Q: I have a half position in both A&W and BPF. Have had long term holding on both. Thinking of selling BPF and taking full position in A&W. Or replacing the BPF with HR.UN. Your thoughts

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Read Answer Asked by David on September 07, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.06)
  • $22.06 P/E (TTM): 15.51X Cap: $2.25B
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Q: Lego reported revenue down 5 % for 6 months, net profit down 3 %. USA & Europe sales soft while China sales up. The young boys I see have hand held games. Hand held games have taken over. What does TOY have to counter this move on the part of our youth for this coming Christmas. RAK

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Read Answer Asked by bob on September 07, 2017

• iShares Diversified Monthly Income ETF (XTR $11.40)
  • $11.40 P/E (TTM): 9.68X Cap: $355M
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $38.59)
  • $38.59 P/E (TTM): 12.54X Cap: $1.42B
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Q: My wife and I are retired with pension income sufficient to cover monthly expenses. We are looking for some income and a bit of growth from our investments. Wondering if an investment in XIN AND XTR would help us reach our goal? Is a return of capital involved with either ETF? Also, could you suggest other ETF's that would help us to build a solid, well-divesified retirement portfolio of ETF's. Thanks so much for you guidance.

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Read Answer Asked by Les on September 07, 2017

• Currency Exchange International Corp. (CXI $20.00)
  • $20.00 P/E (TTM): 25.55X Cap: $125M
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Q: Your comments on recent report please.

Thank you

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Read Answer Asked by Bill on September 07, 2017

• Enbridge Inc. (ENB $64.47)
  • $64.47 P/E (TTM): 23.56X Cap: $138.93B
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• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 15.86X Cap: $69.38B
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Q: Why do you think ENB has lagged relative to TRP? ENB looks like great value here - yes?
Thanks

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Read Answer Asked by Gary on September 07, 2017