Investment Q&A

• KP Tissue Inc. (KPT)
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Q: What has happened to the fundamentals of this company?
I am holding at a significant loss placating myself with the dividends I receive?
Is there any reason for optimism ?

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Read Answer Asked by Paul on May 09, 2019

• Alphabet Inc. (GOOG)
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• Intel Corporation (INTC)
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• NVIDIA Corporation (NVDA)
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Q: Hi, could you name a few Artificial Intelligence stocks in Canada and the USA that have potential in the future to offer good growth?

Thanks Kim

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Read Answer Asked by Kim on May 09, 2019

• Enghouse Systems Limited (ENGH)
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Q: Hi Peter, looking into buying ENGH. Is it a good entry point. ? Thanks. Alnoor

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Read Answer Asked by Alnoor on May 09, 2019

Q: Can you comment on the prospects for this Driscoll family vehicle? FXC

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Read Answer Asked by Kim on May 09, 2019

• Northland Power Inc. (NPI)
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Q: 4:17 PM 5/8/2019
Your 5i profile on NPI shows Debt/Equity of 9.22 and Morningstar gives a comparable figure of D/E of 8.96. These figures are a world ahead over, for example, Enbridge [1.05 and 0.93 respectfully], and PPL [0.63 and 0.53], and RY [0.12 and 0.49] and CSH.UN [2.31 and 2.32].

These figures suggest that NPI has staggering debt. Can you resolve this issue.

I do not want to invest in companies overburdened with unmanageable debt yet you still recommend NPI over AQN [answer to Morgan may 8th] which has D/E of "only" 1.11 and 1.05 from 5i and Morningstar respectively.
Thank you............. Paul K

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Read Answer Asked by Paul on May 09, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Q: Team,
What do you think about Bombardier? Is it a good stock to buy for a trade.?
I know they have about 9.5B in debt and lots of it is coming due in 2020. But given that they have the support of the government and the Quebec pension fund already invested 2.5B, it seems to be okay for a trade.!
Thank You

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Read Answer Asked by Marinos on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

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Read Answer Asked by Darcy on May 09, 2019

• Cipher Pharmaceuticals Inc. (CPH)
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Q: I was watching James Hodgins on Market Call last week and he mentioned that he is "restricted on the name and cant talk about it too much". What can be possible reasons for this? Thank you.

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Read Answer Asked by Manoj on May 09, 2019

• EnWave Corporation (ENW.WT)
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Q: ENW has been doing well, but ENW.WT has been doing much better. Two questions: what rights does a warrant give the owner? And why is the warrant doing so much better than the common stock? Thank you.

Walter

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Read Answer Asked by Walter on May 09, 2019

• Sun Life Financial Inc. (SLF)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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• ECN Capital Corp. (ECN)
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Q: Please comment on earnings, and if you would add to a position in any of the three?

Thanks

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Read Answer Asked by Ken on May 09, 2019

Q: I need to add utilities for portfolio balancing
I hold BEP.UN
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine. Or should I top up BEP.UN?
10 year hold. Medium risk
Thanks

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Read Answer Asked by Marco on May 09, 2019

• Finning International Inc. (FTT)
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Q: How were the Finning International ( FTT ) earnings?
Is this the right time to jump in for a long term investment?

Thank you!
Nick

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Read Answer Asked by Nick on May 09, 2019

• Stuart Olson Inc. (SOX)
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Q: Peter and His Wonder Team
In light of this Quarter Report how would you rate this company...a sell, a hold or a contrarian buy?

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Read Answer Asked by Ernest on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY)
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• Atlassian Corporation (TEAM)
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• Zoom Communications Inc. (ZM)
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Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.

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Read Answer Asked by Lai Kuen on May 09, 2019

Q: I need to add Financial Services for portfolio balancing
I hold BNS, ECN, SLF
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
Would you sell ECN to top off the others?
10 year hold. Medium risk
Thanks

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Read Answer Asked by Marco on May 09, 2019

• Loblaw Companies Limited (L)
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• George Weston Limited (WN)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert

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Read Answer Asked by Robert on May 09, 2019

• Great Canadian Gaming Corporation (GC)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Pls compare the numbers for these 2. Looking to buy just one.
Thanks

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Read Answer Asked by Joseph on May 09, 2019

• Inter Pipeline Ltd. (IPL)
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Q: I've held this pipeline for a few years and down about 15%- dividend is attractive but the market is saying don't touch it.

I'm inclines to dump it and pick up TRP or PPL.
I would appreciate your comments

thanks

Doug


Doug

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Read Answer Asked by James Douglas on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: How bad is this earnings report... ie where do you think the stock opens tomorrow?

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Read Answer Asked by CAMERON on May 09, 2019

• Photon Control Inc. (PHO)
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• Constellation Software Inc. (CSU)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Looking to deploy this years tax return in my TFSA. I'm lacking tech investment. Looking for long term growth (10+ years). Could you recomment top small, mid, large cap in Canada.

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Read Answer Asked by Rob on May 09, 2019