Investment Q&A

• Linamar Corporation (LNR $84.59)
  • $84.59 P/E (TTM): 19.89X Cap: $4.89B
  • View LNR Profile
  • View Questions on LNR
• NFI Group Inc. (NFI $15.54)
  • $15.54 Cap: $1.72B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Martinrea International Inc. (MRE $10.51)
  • $10.51 Cap: $746M
  • View MRE Profile
  • View Questions on MRE
• Magna International Inc. (MG $75.87)
  • $75.87 P/E (TTM): 14.42X Cap: $20.80B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Reportedly US & Can have agreed to a NAFTA framework.Please advise the top 8/10stocks that benefit the most(starting with the best).Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on October 01, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.43)
  • $42.43 P/E (TTM): 20.51X Cap: $11.58B
  • View CU Profile
  • View Questions on CU
• ATCO Ltd. Class I Non-voting Shares (ACO.X $55.39)
  • $55.39 P/E (TTM): 14.33X Cap: $6.23B
  • View ACO.X Profile
  • View Questions on ACO.X

Q: If one were to sell Atco at a loss and purchase Cdn Utilities, would CRA grant a tax loss or are these two companies considered too close to the same? Tx.

Upvote 0

Read Answer Asked by John on October 01, 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: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks

Upvote 0

Read Answer Asked by William on October 01, 2018

• Kinaxis Inc. (KXS $176.88)
  • $176.88 P/E (TTM): 105.86X Cap: $4.92B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $22.50)
  • $22.50 P/E (TTM): 25.31X Cap: $1.57B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $20.60)
  • $20.60 P/E (TTM): 26.82X Cap: $2.06B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks

Upvote 0

Read Answer Asked by JOHN on October 01, 2018

• Chartwell Retirement Residences (CSH.UN $20.23)
  • $20.23 P/E (TTM): 92.0X Cap: $6.08B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Brookfield Business Partners L.P. (BBU.UN $48.88)
  • $48.88 Cap: $10.01B
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: Hi
What is your preference for growth and dividend. growth.
Thank you

Upvote 0

Read Answer Asked by Mike on October 01, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.07)
  • $48.07 P/E (TTM): 52.0X Cap: $21.68B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: On Brookfield Infrastructure Partners issue with free or positive cash flow, What is the present cash flow positive (free) or negative? In addition, what was the last three years positive or negative? Also, if you cantell if the future year will be positive or negative cash flow?

Upvote 0

Read Answer Asked by Herbert on October 01, 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: What are your thought s on Keith Richards analysis of the directions of this stock?

How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.

Upvote 0

Read Answer Asked by fwb181 on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.

Upvote 0

Read Answer Asked by Jerry on October 01, 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: I received a class action claim form in the mail regarding Amaya (didn't know there was a lawsuit against them). I sold my shares of this company before it became The Stars Group (1/3 for a loss, 2/3 for a small gain). I didn't have a lot of shares and normally don't get involved with these things. What do you usually recommend for people to do in these situations?
Thanks, Paul

Upvote 0

Read Answer Asked by Paul on October 01, 2018

• Intel Corporation (INTC $36.37)
  • $36.37 P/E (TTM): 3731.0X Cap: $157.79B
  • View INTC Profile
  • View Questions on INTC
• QUALCOMM Incorporated (QCOM $175.70)
  • $175.70 P/E (TTM): 35.15X Cap: $184.57B
  • View QCOM Profile
  • View Questions on QCOM

Q: Hi Peter, considering a preference for dividend paying stock in tech sector - which would you recommend - QCOM, INTC OR TSM (or if any other your prefer). Already own apple, msft , csco and oracle. Thanks

Upvote 0

Read Answer Asked by RUPINDER on October 01, 2018

• Bank of Nova Scotia (The) (BNS $99.50)
  • $99.50 P/E (TTM): 24.62X Cap: $122.30B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I was reviewing your model portfolios and noticed that you do not hold any bank stocks. Is there a reason why?

Upvote 0

Read Answer Asked by Thomas on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.

Upvote 0

Read Answer Asked by kelly on September 28, 2018

• iShares U.S. Aerospace & Defense ETF (ITA $208.55)
  • $208.55 P/E (TTM): 19.17X Cap: $12B
  • View ITA Profile
  • View Questions on ITA

Q: hi there,

i can't locate ITA in your stock drop down - ishares etf aerospace and defense. Just looking to beef up my industrials - i understand that can do well late in the cycle. Your thoughts on this ETF - am i too late to this one?

Upvote 0

Read Answer Asked by kelly on September 28, 2018

• TC Energy Corporation (TRP $74.89)
  • $74.89 P/E (TTM): 22.65X Cap: $77.51B
  • View TRP Profile
  • View Questions on TRP
• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.45B
  • View AQN Profile
  • View Questions on AQN

Q: Need to choose between TRP and AQN. Your advice?? Thanks

Upvote 0

Read Answer Asked by michael on September 28, 2018

• goeasy Ltd. (GSY $127.38)
  • $127.38 P/E (TTM): 9.25X Cap: $2.01B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Why GSY is dropping today?

Upvote 0

Read Answer Asked by Marios on September 28, 2018

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Which companies in your BE and Growth portfolios would you consider to be both a value stock at this time, and low, or preferably no debt. Thanks very much.

Upvote 0

Read Answer Asked by Kim on September 28, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Having read the report from Sprucepoint about MAXR, one of the concerns they raise in addition to the aggressive debt level, is their management, specifically their CEO Lance. Have you looked at this, and is this factored into your opinion about MAXR?

Upvote 0

Read Answer Asked by John on September 28, 2018

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
  • View TRST Profile
  • View Questions on TRST

Q: What are your thoughts on this company at current prices?

Upvote 0

Read Answer Asked by Yvonne on September 28, 2018

• General Mills Inc. (GIS $48.93)
  • $48.93 P/E (TTM): 8.89X Cap: $25.92B
  • View GIS Profile
  • View Questions on GIS
• B&G Foods Inc. (BGS $4.77)
  • $4.77 Cap: $377M
  • View BGS Profile
  • View Questions on BGS

Q: What do you think of these companies, they are underperformers in my portfolio. Generally people are trying to eat better do these companies have a future?

Upvote 0

Read Answer Asked by Mark on September 28, 2018

• General Mills Inc. (GIS $48.93)
  • $48.93 P/E (TTM): 8.89X Cap: $25.92B
  • View GIS Profile
  • View Questions on GIS
• Hormel Foods Corporation (HRL $24.10)
  • $24.10 P/E (TTM): 27.2X Cap: $13.19B
  • View HRL Profile
  • View Questions on HRL
• Tyson Foods Inc. (TSN $58.28)
  • $58.28 P/E (TTM): 43.75X Cap: $20.65B
  • View TSN Profile
  • View Questions on TSN
• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
  • View SAFM Profile
  • View Questions on SAFM

Q: Hi 5i,

Can you give me a couple US based food companies that pay a div.

Thanks

Upvote 0

Read Answer Asked by Mark on September 28, 2018