Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.42)
  • $85.42 P/E (TTM): 18.8X Cap: $14.94B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• NFI Group Inc. (NFI $17.23)
  • $17.23 Cap: $2.05B
  • 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
• BRP Inc. Subordinate Voting Shares (DOO $104.00)
  • $104.00 Cap: $7.62B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $78.63)
  • $78.63 P/E (TTM): 15.39X Cap: $22.15B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Spin Master Corp. Subordinate Voting Shares (TOY $19.37)
  • $19.37 P/E (TTM): 25.36X Cap: $1.95B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I need to sell some of my consumer cyclicals for portfolio balancing
I hold BYD.N, DOO, CCL.B, MG, NFI, TOY, TSGI
In what order would you suggest I sell them in and why.
Is there one that is not on this list that I should be holding?
Thanks

Upvote 0

Read Answer Asked by Marco on May 09, 2019

• Procter & Gamble CDR (CAD Hedged) (PG $26.90)
  • $26.90 P/E (TTM): 24.58X Cap: $509.98B
  • View PG Profile
  • View Questions on PG

Q: Could you comment on Premier Golds latest results.

Upvote 0

Read Answer Asked by David on May 09, 2019

• TEGNA Inc (TGNA $20.79)
  • $20.79 P/E (TTM): 9.85X Cap: $3.34B
  • View TGNA Profile
  • View Questions on TGNA

Q: Tegna has been recommended to me and, given that it is a company that I know very little about, I was wondering if you could give me your thoughts on it and whether you think it would be good for up to a half position in a portfolio for a 3 to 5 year hold.

Thanks.

Upvote 1

Read Answer Asked by Brian on May 09, 2019

• Alvopetro Energy Ltd. (ALV $7.83)
  • $7.83 P/E (TTM): 10.97X Cap: $287M
  • View ALV Profile
  • View Questions on ALV

Q: any hope for this co. thanks

Upvote 0

Read Answer Asked by earl on May 09, 2019

• KP Tissue Inc. (KPT $10.48)
  • $10.48 P/E (TTM): 27.58X Cap: $104M
  • View KPT Profile
  • View Questions on KPT

Q: What has happened to the fundamentals of this company?
I am holding at a significant loss placating myself with the dividends I receive?
Is there any reason for optimism ?

Upvote 0

Read Answer Asked by Paul on May 09, 2019

• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 28.8X Cap: $3.73T
  • View GOOG Profile
  • View Questions on GOOG
• Intel Corporation (INTC $46.48)
  • $46.48 Cap: $232.16B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 47.16X Cap: $4.54T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi, could you name a few Artificial Intelligence stocks in Canada and the USA that have potential in the future to offer good growth?

Thanks Kim

Upvote 0

Read Answer Asked by Kimberely on May 09, 2019

• Enghouse Systems Limited (ENGH $17.64)
  • $17.64 P/E (TTM): 13.41X Cap: $964M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Hi Peter, looking into buying ENGH. Is it a good entry point. ? Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 09, 2019

Q: Can you comment on the prospects for this Driscoll family vehicle? FXC

Upvote 0

Read Answer Asked by Kim on May 09, 2019

• Northland Power Inc. (NPI $19.23)
  • $19.23 Cap: $5.02B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: 4:17 PM 5/8/2019
Your 5i profile on NPI shows Debt/Equity of 9.22 and Morningstar gives a comparable figure of D/E of 8.96. These figures are a world ahead over, for example, Enbridge [1.05 and 0.93 respectfully], and PPL [0.63 and 0.53], and RY [0.12 and 0.49] and CSH.UN [2.31 and 2.32].

These figures suggest that NPI has staggering debt. Can you resolve this issue.

I do not want to invest in companies overburdened with unmanageable debt yet you still recommend NPI over AQN [answer to Morgan may 8th] which has D/E of "only" 1.11 and 1.05 from 5i and Morningstar respectively.
Thank you............. Paul K

Upvote 0

Read Answer Asked by Paul on May 09, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $243.71)
  • $243.71 P/E (TTM): 47.09X Cap: $24.02B
  • View BBD.B Profile
  • View Questions on BBD.B

Q: Team,
What do you think about Bombardier? Is it a good stock to buy for a trade.?
I know they have about 9.5B in debt and lots of it is coming due in 2020. But given that they have the support of the government and the Quebec pension fund already invested 2.5B, it seems to be okay for a trade.!
Thank You

Upvote 0

Read Answer Asked by Marinos on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $19.37)
  • $19.37 P/E (TTM): 25.36X Cap: $1.95B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

Upvote 0

Read Answer Asked by Darcy on May 09, 2019

• Cipher Pharmaceuticals Inc. (CPH $14.20)
  • $14.20 P/E (TTM): 15.25X Cap: $360M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: I was watching James Hodgins on Market Call last week and he mentioned that he is "restricted on the name and cant talk about it too much". What can be possible reasons for this? Thank you.

Upvote 0

Read Answer Asked by Manoj on May 09, 2019

• EnWave Corporation (ENW.WT $0.01)
  • View ENW.WT Profile
  • View Questions on ENW.WT

Q: ENW has been doing well, but ENW.WT has been doing much better. Two questions: what rights does a warrant give the owner? And why is the warrant doing so much better than the common stock? Thank you.

Walter

Upvote 0

Read Answer Asked by Walter on May 09, 2019

• Sun Life Financial Inc. (SLF $93.64)
  • $93.64 P/E (TTM): 22.02X Cap: $52.19B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Spin Master Corp. Subordinate Voting Shares (TOY $19.37)
  • $19.37 P/E (TTM): 25.36X Cap: $1.95B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 109.24X Cap: $856M
  • View ECN Profile
  • View Questions on ECN

Q: Please comment on earnings, and if you would add to a position in any of the three?

Thanks

Upvote 0

Read Answer Asked by Ken on May 09, 2019

Q: I need to add utilities for portfolio balancing
I hold BEP.UN
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine. Or should I top up BEP.UN?
10 year hold. Medium risk
Thanks

Upvote 0

Read Answer Asked by Marco on May 09, 2019

• Finning International Inc. (FTT $87.20)
  • $87.20 P/E (TTM): 17.29X Cap: $11.40B
  • View FTT Profile
  • View Questions on FTT

Q: How were the Finning International ( FTT ) earnings?
Is this the right time to jump in for a long term investment?

Thank you!
Nick

Upvote 0

Read Answer Asked by Nick on May 09, 2019

• Stuart Olson Inc. (SOX $0.13)
  • View SOX Profile
  • View Questions on SOX

Q: Peter and His Wonder Team
In light of this Quarter Report how would you rate this company...a sell, a hold or a contrarian buy?

Upvote 0

Read Answer Asked by Ernest on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $19.37)
  • $19.37 P/E (TTM): 25.36X Cap: $1.95B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Atlassian Corporation (TEAM $86.48)
  • $86.48 Cap: $22.80B
  • View TEAM Profile
  • View Questions on TEAM
• Zoom Communications Inc. (ZM $92.24)
  • $92.24 P/E (TTM): 17.93X Cap: $27.31B
  • View ZM Profile
  • View Questions on ZM

Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.

Upvote 0

Read Answer Asked by Lai Kuen on May 09, 2019

Q: I need to add Financial Services for portfolio balancing
I hold BNS, ECN, SLF
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
Would you sell ECN to top off the others?
10 year hold. Medium risk
Thanks

Upvote 0

Read Answer Asked by Marco on May 09, 2019

• Loblaw Companies Limited (L $67.96)
  • $67.96 P/E (TTM): 8.19X Cap: $81.23B
  • View L Profile
  • View Questions on L
• George Weston Limited (WN $102.98)
  • $102.98 P/E (TTM): 11.3X Cap: $39.65B
  • View WN Profile
  • View Questions on WN
• Alimentation Couche-Tard Inc. (ATD $82.95)
  • $82.95 P/E (TTM): 21.56X Cap: $76.79B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $103.93)
  • $103.93 P/E (TTM): 69.0X Cap: $4.64B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on May 09, 2019