Investment Q&A

• Falcon Oil & Gas Ltd. (FO $0.11)
  • $0.11 Cap: $122M
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Q: Hi team

Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks

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Read Answer Asked by Meghan on January 15, 2018

• Great-West Lifeco Inc. (GWO $52.06)
  • $52.06 P/E (TTM): 12.64X Cap: $48.49B
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• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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• Power Corporation of Canada Subordinate Voting Shares (POW $55.96)
  • $55.96 P/E (TTM): 13.45X Cap: $35.92B
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• IGM Financial Inc. (IGM $44.93)
  • $44.93 P/E (TTM): 11.32X Cap: $10.64B
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Q: I am interested in buying GWO but wonder if I should be buying PWF instead? PWF has a holding company discount of over 15% which seems to imply that I am getting IGM “for free”. But then there is a discount on POW too and I don’t understand the two-level holding company structure -can you explain this? Why does POW not issue POW shares to PWF holders to eliminate one of the levels? Out of GWO, PWF and POW, which one would you buy?

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Read Answer Asked by David on January 15, 2018

• Seagate Technology Holdings PLC (STX $154.81)
  • $154.81 P/E (TTM): 22.24X Cap: $31.28B
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Q: Appreciate an update on Seagate as it appears to be getting some attention and some trading activity.



w

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Read Answer Asked by Wayne on January 15, 2018

• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.82)
  • $21.82 Cap: $577M
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Q: chorus has gotten hammered last few days, any reason other than the labor contract .
and brp you had as a top pick, they announced new products and it also went down. anything i am missing.
dave

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Read Answer Asked by david on January 15, 2018

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Pls provide your assessment of AGT at its current price. Do you see any growth potential within next 6 months. FYI Yesterday Motley fool has added it to their recommendations list. Thanks.

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Read Answer Asked by Vinod on January 15, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: We noticed that Enercare is down over 7 percent in the last three months. As bond yields go up and Enercare dividends are not increasing at the same rate, do you have any concerns over their valuation for the next one to three years?

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Read Answer Asked by Allen on January 15, 2018

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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Q: Just wondering if there is any news on this one? Thanks!

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Read Answer Asked by Ann on January 15, 2018

• Cineplex Inc. (CGX $10.99)
  • $10.99 Cap: $697M
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Q: CGX downgraded today with a $37 target price.Dropped by $1.83 to $32 to continue its recent decline.Now at a 5 yr low.

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Read Answer Asked by Peter on January 15, 2018

• Cineplex Inc. (CGX $10.99)
  • $10.99 Cap: $697M
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Q: Guest on Market Call Tonight states CGX is spending all of its free cash flow on the dividend. Please refute or confirm, I'm in the stock for the dividend. Thanks 5i.

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Read Answer Asked by Richard on January 15, 2018

• Miscellaneous (MISC)
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Q: If a company decides to adopt Blockchain where would you look to track the effects? For example would the company look to increase their revenues, or lower costs? Or is the benefit simply one of efficiency in record keeping? How would a company like Kodak be enriched?

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Read Answer Asked by Phil on January 15, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.16)
  • $76.16 P/E (TTM): 16.21X Cap: $13.46B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

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Read Answer Asked by Joaquin on January 15, 2018

• EQB Inc. (EQB $102.85)
  • $102.85 P/E (TTM): 10.54X Cap: $3.93B
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Q: Equitable Group bounced back from last summer when the Home Capital debacle hit to reach its previous high of $72 on January 2nd. Since then, it has declined to just above $66 today - a decline of almost 9%. I see no reason why. Can you provide any insight?

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Read Answer Asked by Mark on January 15, 2018

• Bank of America Corporation (BAC $45.85)
  • $45.85 P/E (TTM): 13.63X Cap: $339.60B
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• Citigroup Inc. (C $92.08)
  • $92.08 P/E (TTM): 14.53X Cap: $171.98B
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• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $817.77B
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• Morgan Stanley (MS $141.36)
  • $141.36 P/E (TTM): 16.31X Cap: $226.78B
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Q: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton

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Read Answer Asked by Clayton on January 15, 2018

• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: Hi Peter and Team,

Greetings for 2018!

For my daughter's RESP, I am trying to decide between 2 tech stocks, Kinaxis (KXS) or Descartes(DSG)? Which do you recommend? What is the optimal number of stocks to hold in the RESP, 5 to 6 stocks?

Thanks.

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Read Answer Asked by Marvin on January 15, 2018

• Martinrea International Inc. (MRE $8.30)
  • $8.30 Cap: $604M
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Q: With the possibility of NAFTA being disassembled, how would that effect Martinrea, would it be more in jeopardy than the other auto stocks? Thank you. Maureen

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Read Answer Asked by Maureen on January 15, 2018

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: Can you comment on the prospects for marijuana stock Aphria?

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Read Answer Asked by Ian on January 15, 2018

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Please comment on Shaw's latest quarterly results and your opinion on its future prospects.

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Read Answer Asked by Fred on January 15, 2018

• Miscellaneous (MISC)
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Q: What are your thoughts regarding this company / IPO?

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Read Answer Asked by Richard on January 15, 2018

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: An interesting observation and query. In response to an earlier question you said that you preferred VET to WCP. And now you have said that you would prefer an investment in RRX over WCP. It begs the question why WCP is in your portfolio and not one of the other energy companies?

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Read Answer Asked by John on January 15, 2018

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Hi Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.

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Read Answer Asked by K on January 15, 2018