Investment Q&A

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
  • View SOX Profile
  • View Questions on SOX

Q: How would explain the stock drop after good quarterly result? Would you consider the drop as an opportunity to add to my holding?

Thanks.

Upvote 0

Read Answer Asked by Saad on August 13, 2018

Q: In an answer to a question today,you wrote'There are lots of stocks that worry us'.Is it feasible to provide the names of these stocks?

Upvote 0

Read Answer Asked by Maurice on August 13, 2018

• Sun Life Financial Inc. (SLF $79.79)
  • $79.79 P/E (TTM): 14.51X Cap: $45.35B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi, any problems you see for this company? Was advised to get out of my position as it may go much lower. I’am mostly a income investor but do like a little growth as well.
Thanks,Brad

Upvote 0

Read Answer Asked by Brad on August 13, 2018

• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA

Q: Hi,

Could I have your opinion on the latest quarterly result. The stock as double since dilution. Growth is impressive. Yet still burning cash but improving.

I have no position but looking at it on any pull back now.

Thanks,

Upvote 0

Read Answer Asked by Stephane on August 13, 2018

• Bank of America Corporation (BAC $47.24)
  • $47.24 P/E (TTM): 13.93X Cap: $349.90B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $290.53)
  • $290.53 P/E (TTM): 14.37X Cap: $798.88B
  • View JPM Profile
  • View Questions on JPM
• Royal Bank of Canada (RY $187.03)
  • $187.03 P/E (TTM): 20.08X Cap: $263.62B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $102.57)
  • $102.57 P/E (TTM): 10.33X Cap: $176.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $78.01)
  • $78.01 P/E (TTM): 16.29X Cap: $97.16B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated

Upvote 0

Read Answer Asked by Terence on August 13, 2018

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
  • View CIX Profile
  • View Questions on CIX

Q: I've bought some shares on the day they reduce the dividend. Needless to say, the price come down a bit. Just want your thoughts on their move of dividend reduction and their forecast over the next 12-18 months. Thank you

Upvote 0

Read Answer Asked by DAVID on August 13, 2018

• Viemed Healthcare Inc. (VMD $7.33)
  • $7.33 P/E (TTM): 24.8X Cap: $289M
  • View VMD Profile
  • View Questions on VMD

Q: Hi team,

What are your thoughts on VMD's latest quarter? They appear to be in good financial shape and showing good growth.

Thanks

Upvote 0

Read Answer Asked by Keith on August 13, 2018

• Trip.com Group (CTRP)
  • P/E (TTM): 18.86X
  • View CTRP Profile
  • View Questions on CTRP

Q: Hi Peter
what is your view on this company, it dropped a lot from its high, is it a sell, buy or hold?
thanks

selina

Upvote 0

Read Answer Asked by selina on August 13, 2018

• Element Fleet Management Corp. (EFN $37.47)
  • $37.47 P/E (TTM): 28.34X Cap: $15.04B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Can I have your thoughts on EFN's recent earnings? Also, the report stated "Strategic assessment underway and progressing well". Any insight on this statement.

Thank you

Upvote 0

Read Answer Asked by Theodore on August 13, 2018

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
  • View RNW Profile
  • View Questions on RNW

Q: I have noted the recent questions/answers on RNW and was wondering whether you considered the dividend reasonably safe in terms of it being primarily and income stock.
Thx

Upvote 0

Read Answer Asked by angus on August 13, 2018

• Bausch Health Companies Inc. (BHC $9.87)
  • $9.87 Cap: $3.64B
  • View BHC Profile
  • View Questions on BHC

Q: Hi folks, please get opinion on Q results for Bausch (formerly Valeant). Stock rallied on raised guidance but has since sold off. Thanks as always, JB

Upvote 0

Read Answer Asked by John on August 13, 2018

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Any idea why Kirkland Lake Gold has taken a 7% + drop in it's price? Would you continue to recommend it? Thanks, Bil

Upvote 0

Read Answer Asked by William J on August 13, 2018

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

Q: Can we you please tell me why this stock is so down today?
Are you still recommending a buy and if so why?
Thank you

Upvote 0

Read Answer Asked by Susan on August 13, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $37.96)
  • $37.96 P/E (TTM): 23.33X Cap: $10.31B
  • View CU Profile
  • View Questions on CU
• Brookfield Infrastructure Partners L.P. (BIP.UN $41.93)
  • $41.93 P/E (TTM): 1011.54X Cap: $27.45B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: which would be your choice today Thanks

Upvote 0

Read Answer Asked by michael on August 13, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I would like your favorite names that pay a good dividend and look like the growth is still on the upswing.
Would like to live off the income in my retirement.
Thank you Peter & Ryan

Upvote 0

Read Answer Asked by Vicki on August 13, 2018

• Sienna Senior Living Inc. (SIA $18.31)
  • $18.31 P/E (TTM): 45.12X Cap: $1.68B
  • View SIA Profile
  • View Questions on SIA

Q: Hi Ryan Can I have your comments on the q2 results
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on August 13, 2018

• Extendicare Inc. (EXE $13.46)
  • $13.46 P/E (TTM): 15.25X Cap: $1.12B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: Morning Team,
EXE been rising for last 3 days to 7.85 and I hold 1000 @8.61,
It's time to get out at a smaller lost ?
Thanks as always.
Tak

Upvote 0

Read Answer Asked by Tak on August 13, 2018

• Linamar Corporation (LNR $73.28)
  • $73.28 P/E (TTM): 16.61X Cap: $4.38B
  • View LNR Profile
  • View Questions on LNR
• NFI Group Inc. (NFI $18.93)
  • $18.93 Cap: $2.25B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Martinrea International Inc. (MRE $9.53)
  • $9.53 Cap: $693M
  • View MRE Profile
  • View Questions on MRE
• Magna International Inc. (MG $62.00)
  • $62.00 P/E (TTM): 10.35X Cap: $17.47B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I have listed a few comapnies that I believe are in the, let's call it "Tariff Penalty Box". My thinking is as follows:
1) They have already been hurt by the threat of tariffs.
2) If the tariffs do not come, they will 'pop'.
3) If the tariffs do come, they will also move up as the clarity of actual tariffs should ease concerns compared to the threat of nebullous, potential tariffs.

Does this seem reasonable to you? And do you agree that these four should all be on this list and are there others you would add to it?

Thank-you very much.

Upvote 0

Read Answer Asked by Alex on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT $50.97)
  • $50.97 Cap: $9.13B
  • View FLOT Profile
  • View Questions on FLOT

Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.

Steve

Upvote 0

Read Answer Asked by Steve on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Premium Brands Holdings Corporation (PBH $94.22)
  • $94.22 P/E (TTM): 45.03X Cap: $4.20B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi, Market reaction on PBH earnings was spot on, as you anticipated. We were able to add few shares, at the open. Thank You.

On Stars Group, do you have further insight as to the reasons for lower guidance ? Stock is weak this morning, as you expected but I am hesitant to add at this point. I know, you like to look past a few quarters for long term growth potential but is it really worth to wait for recovery (20% + and how long ?) or better take the loss and move on. Thanks

Upvote 0

Read Answer Asked by rajeev on August 13, 2018