Investment Q&A

• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.87X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: Results seem soft imho. Looks like sale of company is still proceding.
What are your thoughts
Much appreciatred.

Upvote 0

Read Answer Asked by Leon on May 04, 2017

• Tractor Supply Company (TSCO $61.35)
  • $61.35 P/E (TTM): 30.35X Cap: $33B
  • View TSCO Profile
  • View Questions on TSCO

Q: Any insight on the company - its trading at its 52 week low and was wondering if this was a good entry point ?

Upvote 0

Read Answer Asked by Michael on May 04, 2017

Q: Would you consider Acuityads to be a worthy addition to a growth portfolio? Thanks again

Upvote 0

Read Answer Asked by Seamus on May 04, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
  • View CUF.UN Profile
  • View Questions on CUF.UN

Q: Hi Team,
Can you comment on CUF.UN with 10.42% yield, too risky to take a position?
Thanks as always,
Tak

Upvote 0

Read Answer Asked by Tak on May 04, 2017

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
  • View NVU.UN Profile
  • View Questions on NVU.UN

Q: I'm thinking of starting to accumulate Northview. Research shows a pretty intertwined relationship between the company and it's largest shareholder, Mr. Drimmer, who also owns Starlight Properties.

Given his 15% ownership in NVU.UN his ability to nominate two trustees to the board, and the business relationship between his company and NVU.UN, I'm hesitant to jump in. What do you think? If not this mult-family REIT, would you suggest another one?

Upvote 0

Read Answer Asked by Peter on May 04, 2017

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
  • View DRG.UN Profile
  • View Questions on DRG.UN

Q: Can I get your thoughts on this REIT and it's future prospects. Which type of account is this best held, TFSA,RRSP or non registered?

Upvote 0

Read Answer Asked by Rob on May 04, 2017

• Currency Exchange International Corp. (CXI $20.07)
  • $20.07 P/E (TTM): 25.56X Cap: $126M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: Cxi took a quick 5% drop the day after you gave the sell recommendation after market close a couple days ago so I decided to delay hoping for a bounce back closer to where you sold. It continues to drop, so would you recommend just selling at market or setting a limit and wait for a $22 recovery?

Upvote 0

Read Answer Asked by Lori on May 04, 2017

• DIRTT Environmental Solutions Ltd. (DRT $0.72)
  • $0.72 P/E (TTM): 18.15X Cap: $140M
  • View DRT Profile
  • View Questions on DRT

Q: Good evening,

Can I please get your take on the DRT numbers? It looks underwhelming at first glance. Management seems to be spinning it as positive as Q1 is typically soft. Interested in your thoughts.

Upvote 0

Read Answer Asked by Jason on May 04, 2017

• Stella-Jones Inc. (SJ $77.79)
  • $77.79 P/E (TTM): 13.02X Cap: $4.30B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Hi, could you please review SJ quarterly results. Thanks

Upvote 0

Read Answer Asked by rajeev on May 04, 2017

• Cardinal Energy Ltd. (CJ $7.11)
  • $7.11 P/E (TTM): 12.91X Cap: $1.13B
  • View CJ Profile
  • View Questions on CJ

Q: CJ was to have reported on May 2 17. Please give me a take on the report and what you think of them going forward

Upvote 0

Read Answer Asked by David on May 04, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
  • View MNW Profile
  • View Questions on MNW

Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

Upvote 0

Read Answer Asked by Peter on May 04, 2017

• WSP Global Inc. (WSP $280.42)
  • $280.42 P/E (TTM): 45.45X Cap: $36.88B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• NFI Group Inc. (NFI $18.55)
  • $18.55 Cap: $2.23B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: I would like to add to my Industrial Sector holdings. What would be your top 3 recommendations for growth?

Upvote 0

Read Answer Asked by Lloyd on May 04, 2017

• Total Energy Services Inc. (TOT $12.50)
  • $12.50 P/E (TTM): 7.35X Cap: $457M
  • View TOT Profile
  • View Questions on TOT

Q: My cost on Savanna shares is much greater than Total shares plus cash I received in non registered account after successful hostile takeover. Can I use this price difference for future tax loss claim. Do you have opinion on Total Energy now. Can you endorse a buy. Thank-you
Best Regards
Harold

Upvote 0

Read Answer Asked by Harold on May 04, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Stock is moving nicely. I need to trim I think as position has grown to 6%.What other balanced portfolio stock did 5i repalce AYA with so I can trim and replace. Was it Toy?

Thx

Upvote 0

Read Answer Asked by blake on May 04, 2017

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.16)
  • $83.16 P/E (TTM): 412.13X Cap: $54.74B
  • View VCIT Profile
  • View Questions on VCIT

Q: Curious why you picked a medium term (5-10 year) US bond etf to recomend to me in the last question i asked. do you think this is preferable to short or long?

you also recommended GOVT. Were you thinking I should put half in each?

Upvote 0

Read Answer Asked by Carla on May 04, 2017

• Rogers Sugar Inc. (RSI $6.38)
  • $6.38 P/E (TTM): 14.43X Cap: $819M
  • View RSI Profile
  • View Questions on RSI

Q: What is your current take on RSI? Would you buy here or is there another equity that you would recommend instead

Upvote 0

Read Answer Asked by David on May 04, 2017

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $66M
  • View S Profile
  • View Questions on S

Q: What are your thoughts about S now?
Thank you

Upvote 0

Read Answer Asked by Calin on May 04, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
  • View JE Profile
  • View Questions on JE
• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

Upvote 0

Read Answer Asked by Drew on May 04, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: Given the ripples this mess is creating, how long do you think the OSC will take to reach a conclusion? Also, how long before there is clarity on how HCG will unwind? I'm assuming no going concern option here...

Thanks
Peter

Upvote 0

Read Answer Asked by Peter on May 04, 2017

Q: Hi,

I was fortunate enough to purchase ABT below $7.00. Bought for tech exposure and for income. Has been very strong over the last 6 months. Do you see anything in particular driving the strength or is it more the natural ups and downs of the market?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on May 04, 2017