Investment Q&A

• Franco-Nevada Corporation (FNV $363.05)
  • $363.05 P/E (TTM): 45.82X Cap: $68.81B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Agnico Eagle Mines Limited (AEM $290.76)
  • $290.76 P/E (TTM): 24.05X Cap: $145.66B
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• Pan American Silver Corp. (PAAS $78.18)
  • $78.18 P/E (TTM): 22.85X Cap: $32.98B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: Hi, what would be your top pick in the gold and silver companies? thanks.

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Read Answer Asked by Dario on October 09, 2018

• Precision Drilling Corporation (PD $132.69)
  • $132.69 Cap: $1.71B
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• TDG Gold Corp. (TDG $0.53)
  • $0.53 Cap: $149M
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Q: I think the management did a good job. The offer made by Precision is somewhat 25% higher than Ensign, but what kind of deal is it for Precision's shareholders? Your comments will be appreciate.
Thanks

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Read Answer Asked by Daniel on October 09, 2018

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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Q: Anything serious going on with Ebix? A huge drop today, apparently on change of auditor.

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Read Answer Asked by Andrew on October 09, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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Q: Since Sept 20, DRG.UN is down about 12% while the DJ Europe Select REIT Index is only down about 4%. What is driving this price movement?

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Read Answer Asked by Steve on October 09, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.98)
  • $162.98 P/E (TTM): 130.1X Cap: $212.54B
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Q: Hello team,
What are your thoughts today on SHOP? Good entry point?
Thank you

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Read Answer Asked by Silvia on October 05, 2018

• TDG Gold Corp. (TDG $0.53)
  • $0.53 Cap: $149M
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Q: Peter and His Wonder Team
TDG is up 6% on heavy volume. Can you see any news? I know they rejected a recent offer and are looking at all options.
Thanks!

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Read Answer Asked by Ernest on October 05, 2018

• State Street Industrial Select Sector SPDR ETF (XLI $164.28)
  • $164.28 P/E (TTM): 26.42X Cap: $28.61B
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Q: This is a question about sector etfs in general and xli specifically. Are the spdr etfs a good way of achieving proper asset mix .Is there a canadian equivalent which is as good? Is Xli specifically a good way of increasing the industrial portion of the portfolio?

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Read Answer Asked by Tom on October 05, 2018

• Invesque Inc. (IVQ.U $0.10)
  • $0.10 Cap: $85M
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Q: There has been a few upgrades on this stock lately. With a huge dividend, it appears to be gaining some momentum and might be a place to build a small position. Could I have your thoughts please? Also, what is the difference between this and the Greys (MHIVF)? I thought I was buying some IVQ.U on the TSX with US Dollars but ended up with MHIVF.

Thanks Always

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Read Answer Asked by Stephen on October 05, 2018

Q: Hi, this is first my question and it is about Japan. Is this a good time to add Japanese exposure through ETFs? Wisdom Tree has added ETFs JAPN and JAPN.B what is your opinion of them and is there any liquidity issues. I am thinking of using unhedged version as the YEN could appreciate??

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Read Answer Asked by Rick on October 05, 2018

• Covalon Technologies Ltd. (COV $1.93)
  • $1.93 P/E (TTM): 61.0X Cap: $49M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Good day team,
I currently have enough dough in my tfsa to add one high risk/high reward position. Could you list a few companies that meet this criteria? Is there a small cap company in Canada currently that you find extremely compelling?
Cheers

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Read Answer Asked by Seamus on October 05, 2018

• Park Lawn Corporation (PLC $26.48)
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Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?

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Read Answer Asked by Joseph on October 05, 2018

• Great Plains Metals Corp. (GPS $0.18)
  • $0.18 Cap: $13M
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Q: Hi Peter, your thoughts on this co. ?? Time to move on . Thanks. Alnoor

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Read Answer Asked by Alnoor on October 05, 2018

• NIC Inc. (EGOV $34.00)
  • $34.00 P/E (TTM): 26.24X Cap: $2.28B
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Q: Would you have any interest in this U.S. company at this time? I like the customer and it looks cheap. THANKS

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Read Answer Asked by John on October 05, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X
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Q: As a "speculative" addition to my portfolio, your opinion please of Alcanna. It would be a small position - Thanks

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Read Answer Asked by Ron on October 05, 2018

• S&P 500 (SPX)
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Q: How far are we to a tipping point in equities with the us T-Bills moving up.

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Read Answer Asked by George on October 05, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, I recently sold MFI. Thinking about BYD.UN as a replacement in the sector unless you recommend anything else in US or Canada. Currently have PBH, ATD.B, and COST.
Thank you

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Read Answer Asked by Brent on October 05, 2018

• Miscellaneous (MISC)
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Q: I seem to not be able to find your News Update (update referred to in a question from Tom on 3 Oct). I am often puzzled about where to find them. Plse direct me.

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Read Answer Asked by Bob on October 05, 2018

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $96.49)
  • $96.49 P/E (TTM): 33.18X Cap: $1.33B
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Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

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Read Answer Asked by Rossana on October 05, 2018

• Miscellaneous (MISC)
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Q: Hello 5i.
In assessing companies you mention ROA, ROE and ROC. Aside from these would it be beneficial to compare ROC (sic. ROIC) with WACC? If WACC is more than ROIC and the company is shedding unprofitable assets, then would there be a case for still seeing that company in a favourable light?
Thank you
Stanley

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Read Answer Asked by STANLEY on October 05, 2018

• Miscellaneous (MISC)
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Q: Is there a free site that provides information about moeny moving into and out of various sectors. (Sector rotation)

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Read Answer Asked by Kyle on October 05, 2018