Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN $18.46)
  • $18.46 P/E (TTM): 4.48X Cap: $849M
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• Quarterhill Inc. (QTRH $1.31)
  • $1.31 Cap: $149M
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• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $254M
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Q: I'm way under water on these three stocks. I've held them for more than a year. Is there any point at this time to continue to hold any of them or should I just cut my losses and move on? Any suggestions for better (actual) growth in the same sectors?

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Read Answer Asked by Brian on June 04, 2018

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Is it time to revisit Intrinsyc? The Company had a great Q4, followed up by a strong Q1 with a positive outlook for Q2. Including today they have announced a string of large orders which indicates continued momentum in their business.

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Read Answer Asked by Charles on June 04, 2018

• Miscellaneous (MISC)
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Q: What are you thoughts on this company as an investment, and is it only available on the London exchange, or can it be purchased on the US OTCBB? Ocado

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Read Answer Asked by C on June 04, 2018

Q: When will you be updating the model portfolios for May 2018? Ernie

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Read Answer Asked by Ernie on June 04, 2018

• Enbridge Inc. (ENB $64.21)
  • $64.21 P/E (TTM): 23.56X Cap: $140.39B
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• TC Energy Corporation (TRP $67.68)
  • $67.68 P/E (TTM): 16.36X Cap: $70.06B
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Q: Simply, what separates TRP from ENB as far as your recommendation to own it goes?

Future growth, dividends?

Thx KC

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Read Answer Asked by Kelly on June 04, 2018

• Aquila Resources Inc. (AQA $0.09)
  • $0.09 Cap: $28M
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Q: AQA was up on Friday and today is up another 2.5 pennies. If this keeps up I may even break even one day! I have checked my online brokers news feeds which don't show anything noteworthy. Do your sources show any reason for the strength?
Thanks,
Jim

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Read Answer Asked by James on June 04, 2018

• Cipher Pharmaceuticals Inc. (CPH $12.83)
  • $12.83 P/E (TTM): 24.68X Cap: $336M
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Q: I am holding a position in this company waiting to see what the acquisition of Cardiome Pharma will look like - meaning will this put CPH on a path to higher earning. However the stock price is finding new 52 week lows. Would your advice be sell now or give them a quarter or two to see what this acquisition is going to look like?

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Read Answer Asked by Harry on June 04, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: I went on holiday and forgot to buy it, so missed the run up in this stock. Do you think its still worth buying here. My timing on stocks is not usually great. Buy half now and half on a pullback?

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Read Answer Asked by Andrew on June 04, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Morguard Corporation (MRC $118.77)
  • $118.77 P/E (TTM): 6.76X Cap: $1.26B
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Q: Both on the Toronto stock Exchange but TCN invests more in the US.
Please compare the two.
An investor heading into retirement.

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Read Answer Asked by Doug on June 04, 2018

• Metalla Royalty & Streaming Ltd. (MTA $5.75)
  • $5.75 Cap: $485M
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Q: What is your view on this precious metals royalty stock for growth or income

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Read Answer Asked by William on June 04, 2018

• Seaspan Corporation (SSW $9.91)
  • $9.91 P/E (TTM): 5.8X Cap: $2.13B
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Q: hi Peter know you do not follow US companies but wondered if you had any general thoughts about the recent further investment by Fairfax in SSW(now up to 1 billion USD). the shares trade at under 14X and with a div of .50 cents yield 5.59%. the CEO is a former senior executive with Berkshire Hathaway SSW is using the capital infusion to buy or create strategic partnerships with competitor companies not sure about debt/equity thanks for your input Richard.

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Read Answer Asked by richard on June 04, 2018

Q: ZYME has dropped 12% rather abruptly this morning but I can't find any relevant news on-line. Do you know of any particular problems?

Thanks,
John

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Read Answer Asked by John on June 04, 2018

• Dollarama Inc. (DOL $194.37)
  • $194.37 P/E (TTM): 43.3X Cap: $53.42B
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Q: There is competition coming from Japan from a company called Miniso.
Do you think this will hurt DOL?
Will it drop DOL's sales by 10% or so or it will be negligible.
Thanks

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Read Answer Asked by Herm on June 04, 2018

• Canadian Solar Inc. (CSIQ $11.67)
  • $11.67 Cap: $758M
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Q: Any idea why CSIQ is down so much today?

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Read Answer Asked by Zafar on June 04, 2018

Q: Website - Q&A - would it be possible to leave the screen at the top of the Question when you click on Answer. Pain to always scroll back up just to read question again

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Read Answer Asked by David on June 04, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.47)
  • $5.47 P/E (TTM): 23.17X Cap: $235M
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• Brick Brewing Co. Limited (BRB)
  • P/E (TTM): 41.7X
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• Hydro One Limited (H $49.83)
  • $49.83 P/E (TTM): 24.43X Cap: $29.96B
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Q: Are there any stocks in particular that will be impacted positively or negatively if the Ndp or Conservatives win the election? I read an article that Andrew Pellar and Brick Brewing might benefit from a Ford government. I assume Hydro might do well under an Ndp government if the buy back the public shares? I would like your best guess and any other companies that could be impacted.
Thank you

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Read Answer Asked by Maggie on June 04, 2018

• ADVISORSHARES NEW TECH AND MEDIA ETF (FNG $10.41)
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Q: Hi:
Would you kindly give me a critical view of Advisor Shares ETF FANG
FNG-N. Holdings, Returns, MER, and anything else that you and your
team believe to be pertinent. I have missed out on the high returns in the sector, because quite frankly it scares me. Maybe I am late to the sector?
This ETF seems kind of small? Comments.

Thanks for the wonderful help,
BEN.

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Read Answer Asked by BEN on June 04, 2018

• The Middleby Corporation (MIDD $125.65)
  • $125.65 P/E (TTM): 23.91X Cap: $7.73B
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Q: Wondering what are your thoughts about Middleby.

Thanks

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Read Answer Asked by Bill on June 04, 2018

• DAQO New Energy Corp. American Depositary Shares each representing five (DQ $21.96)
  • $21.96 Cap: $1.51B
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Q: Dropped this morning ? Is it a buying opportunity ? Thanks

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Read Answer Asked by Kamal on June 04, 2018

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.90)
  • $14.90 P/E (TTM): 21.05X Cap: $417M
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Q: I've owned Corby for years. Do you think it's worth hanging onto, or should I sell?

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Read Answer Asked by Patrick on June 04, 2018