Investment Q&A

• Costco Wholesale Corporation (COST $916.87)
  • $916.87 P/E (TTM): 53.5X Cap: $406.20B
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• Home Depot Inc. (The) (HD $406.80)
  • $406.80 P/E (TTM): 27.88X Cap: $408.19B
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Q: Your thoughts on HD? Are the other similar stocks you like better and why.

Thanks for your support.

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Read Answer Asked by Mark on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $165.04)
  • $165.04 P/E (TTM): 19.56X Cap: $14.46B
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Q: A curiosity: Canadian Tire beat all analysts estimates in sales, revenue( +7.6% and beat estimates) profits( up 26%), etc.... rep0rted this AM.... yet stock is down considerably....
how would you interpret this for going forward?
How do you see this company in short and long term?
Thanks

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Read Answer Asked by lyle on May 11, 2017

• Miscellaneous (MISC)
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Q: Peter; In your experience are there any comparable times , I.e. Nixon, as to what the market does during an impeachment? Thanks. Rod

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Read Answer Asked by Rodney on May 11, 2017

• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 10.92X Cap: $259M
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Q: Do you still feel confident in xtc as a long term hold? Do you think the dividend growth will continue?

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Read Answer Asked by Carla on May 11, 2017

• Knight Therapeutics Inc. (GUD $5.92)
  • $5.92 Cap: $590M
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Q: Not much in GUD's Q1 earnings but could you provide commentary.

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Read Answer Asked on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $165.04)
  • $165.04 P/E (TTM): 19.56X Cap: $14.46B
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Q: Is there any reasons for the near 4% fall in the price of CTC,A this morning? Thank!

Yves

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Read Answer Asked by Yves on May 11, 2017

• Merus Labs International Inc. (MSL $1.65)
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Q: It appears the $1.65/share takeover by Norgine is set for Sept 30, 2017. Between now an then do you see any other upside above $1.65? I read at Pharmpro.com, 'The Arrangement Agreement includes a non-solicitation covenant on the part of Merus, subject to customary "fiduciary out" provisions that entitle Merus to consider and accept unsolicited superior proposals and a right in favour of Norgine to match any superior proposal....'

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Read Answer Asked by Gordon on May 11, 2017

• Parkland Corporation (PKI $38.44)
  • $38.44 P/E (TTM): 22.78X Cap: $6.71B
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• Magna International Inc. (MG $65.37)
  • $65.37 P/E (TTM): 11.02X Cap: $18.30B
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• goeasy Ltd. (GSY $172.94)
  • $172.94 P/E (TTM): 10.46X Cap: $2.79B
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• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 10.92X Cap: $259M
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Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

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Read Answer Asked by JR on May 11, 2017

• Miscellaneous (MISC)
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Q: Could you please state your latest sector allocations? Thanks to your recommendations,my tech.allocation has grown to 28% of my portfolio.

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Read Answer Asked by Allen on May 11, 2017

• NVIDIA Corporation (NVDA $181.85)
  • $181.85 P/E (TTM): 50.77X Cap: $4.33T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Great-West Lifeco Inc. (GWO $56.01)
  • $56.01 P/E (TTM): 13.78X Cap: $50.96B
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Q: What does it mean when it states that GWO may redeem IN WHOLE OR PART their new issue of series T preferreds in 2022?

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Read Answer Asked by steve on May 11, 2017

• Concordia Healthcare (CXR)
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Q: Hi 5i - can I get your comments on CXR's results? Anything to like here? Thanks, Neil

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Read Answer Asked by Neil on May 11, 2017

• Aimia Inc. (AIM $3.12)
  • $3.12 Cap: $291M
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Q: With the recent news, I am assuming the dividend will be dropped, would you recommend a wait and see or sell while we can still get out?
Thank you

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Read Answer Asked by Ozzie on May 11, 2017

• Aimia Inc. (AIM $3.12)
  • $3.12 Cap: $291M
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Q: What is going on with AIM? Is it a good buy? How much of their revenue comes from their Air Canada partnership? What I am reading is they have $2.75/share in cash, does this make it a good buy on sale today with the price in the $3-4 range this morning?

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Read Answer Asked by Marco on May 11, 2017

• Bank of America Corporation (BAC $52.42)
  • $52.42 P/E (TTM): 15.31X Cap: $386.71B
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• Wells Fargo & Company (WFC $84.65)
  • $84.65 P/E (TTM): 14.58X Cap: $272.32B
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• Toronto-Dominion Bank (The) (TD $111.11)
  • $111.11 P/E (TTM): 9.31X Cap: $188.38B
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Q: I am concerned about my allocations to the banking sector. TD accounts for 16% of my portfolio and BAC/WFC combination 7%. All shares were purchased during the financial crisis and I have done extremely well with that move. With TD's US exposure I could pare BAC/WFC or reduce TD or continue to hold them? All shares are in RIFs. I am a conservative investor. Dividend income is good.

Thanks for your advice,

Docsinc

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Read Answer Asked by Tom on May 11, 2017

• Kelt Exploration Ltd. (KEL $6.99)
  • $6.99 P/E (TTM): 19.78X Cap: $1.41B
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Q: I have a question about 1069
Could I get your opinion on Kelt.

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Read Answer Asked by William on May 11, 2017

• Semafo Inc. (SMF $4.77)
  • $4.77 P/E (TTM): 25.13X Cap: $1.59B
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Q: Could you please give an updated opinion on SMF. Thanks.

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Read Answer Asked by Jean-Bernard on May 11, 2017

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: Would appreciate your views on the latest results from Napec. Nice to see them swing back to a profit and they also had a significant increase in their backlog. The market seems to agree and the stock is being rewarded.

Keep up the great work.

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Read Answer Asked by karl on May 11, 2017

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: I have initiated a small position in JTR..Can I have your thoughts on this company. Would this be in same sector as ATD and PBH? Thanks. Shyam

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Read Answer Asked by Shyam on May 11, 2017

• Sun Life Financial Inc. (SLF $82.68)
  • $82.68 P/E (TTM): 15.01X Cap: $46.66B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,417.66)
  • $2,417.66 P/E (TTM): 8.48X Cap: $51.78B
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Q: "oK" is not exactly a ringing endorsement for SLF. Is there another name in the space, other than MFC, that you think is a better hold for a conservative investor, or should I just hang in there? thanks,

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Read Answer Asked by M.S. on May 11, 2017