Investment Q&A

• Xylem Inc. New (XYL $142.67)
  • $142.67 P/E (TTM): 36.52X Cap: $34.98B
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Q: Peter and Team,

Can I please get your thoughts on Xylem's earnings today? Looked pretty good to me but the stock is down a little following the announcement even though they raised 2016 guidance.

Thanks!

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Read Answer Asked by Marc on May 04, 2016

• Asensus Surgical Inc Com (TRXC)
  • P/E (TTM): -2.7X Cap: $916M
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Q: Any view on TransEnterix (trxc) and its surgical robotic system ? Does the recent correction present a buying opportunity ? What would be your favorite in this sector ?

Jacques

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Read Answer Asked by Jacques on May 04, 2016

• Perseus Mining Limited Ordinary Shares (PRU $3.32)
  • $3.32 P/E (TTM): 9.02X Cap: $4.43B
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Q: would appreciate your comments on Perseus Mining...

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Read Answer Asked by edward on May 04, 2016

• Klondike Gold Corp. (KG $0.10)
  • $0.10 Cap: $23M
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Q: Peter and His Wonder Team
I realize that a Penny Stock is highly speculative. I am just curious how they progress to become a viable investment. Please give me your assessment of KG. Do they have a good asset? Do they have the funding? How would you rate there management team? Will they ever get a shovel in the ground or will they just fade into the wind like so many other Penny Stocks? Ha!Ha!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on May 04, 2016

• Supremex Inc. (SXP $4.38)
  • $4.38 Cap: $107M
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Q: Hello Peter & Co,
I know your rating on the following "packaging" companies: CCL Industries, Winpak and Richards Packaging. I recently heard about Supremex SXP; what is your take on it?
Thanks,
Antoine

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Read Answer Asked by Antoine on May 04, 2016

• NFI Group Inc. (NFI $18.51)
  • $18.51 Cap: $2.20B
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• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hello, I am trying to choose between NFI and SIS. Both of the stocks are releasing their earning reports in a few days. Do you have any thoughts or any knowledge on whether they will do well? I would appreciate some guidance as to which stock I should pick that would offer the best value and best potential in the future. Do you think I should maybe buy half NFI and half in SIS to spread my risk more evenly? Thanks.

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Read Answer Asked by Esther on May 04, 2016

• Freehold Royalties Ltd. (FRU $13.42)
  • $13.42 P/E (TTM): 17.34X Cap: $2.20B
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Q: What are your thoughts on buying FRU now? They announced they are acquiring 160M of Husky assets and they have a pretty good balance sheet.

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Read Answer Asked by Adam on May 04, 2016

• Linamar Corporation (LNR $74.27)
  • $74.27 P/E (TTM): 20.36X Cap: $4.44B
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• Martinrea International Inc. (MRE $9.68)
  • $9.68 Cap: $679M
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• Magna International Inc. (MG $64.03)
  • $64.03 P/E (TTM): 10.48X Cap: $18.04B
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Q: Hi, why are the auto parts companies trading at what seem to be very cheap valuation? and which one would you prefer?
Thanks.

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Read Answer Asked by Andie on May 04, 2016

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: Good Morning
Can you please comment on the possible impact of today's raging fires arount Fort McMurray on the nvu.un?
I know NVU.un has 24,000 units across Canada. How many are there at Fort McMurray?
Can you also comment on the stock itself going forward?
Thank you

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Read Answer Asked by Terry on May 04, 2016

• Baytex Energy Corp. (BTE $2.97)
  • $2.97 P/E (TTM): 5.98X Cap: $2.26B
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Q: Is the current 10% pull back a good opportunity to buy BTE?
I will also appreciate your comments on the results announced recently about BTE.
Thank you for your advice and insight

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Read Answer Asked by Terry on May 04, 2016

• Cipher Pharmaceuticals Inc. (CPH $15.17)
  • $15.17 P/E (TTM): 24.08X Cap: $385M
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Q: WHAT IS YOUR VIEW ABOUT THIS CO. GOING FORWARD.

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Read Answer Asked by Vinod on May 04, 2016

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: I am looking at adding an energy name. I already own whitecap.
Out of these four names ( Spartan Energy, Crescent Point, Cardinal Energy, Raging River) What order would you rate them for safety and return.

Thanks

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Read Answer Asked by Theresa on May 03, 2016

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.56X Cap: $3.37T
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Q: Hello Peter and Team
Some success in writing covered calls on US stocks in you last article. What would be your advice if the stock price drops significantly below the original buy price after the option expires. AAPL down over 10% last week.
Would you still consider writing a call option at a strike price well below your original cost?
Would it be a better strategy to stick to less volatile companies?
Thanks for the advice
Peter

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Read Answer Asked by Linda on May 03, 2016

• LinkedIn Corporation Class A (LNKD $195.96)
  • $195.96 Cap: $26.56B
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Q: Hello Peter and team
This US stock has considerable premiums for covered calls.
Would I be worried since it had a large pull back in February?
Your advice on this appreciated?

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Read Answer Asked by Linda on May 03, 2016

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: May I have your comments on AW.UN's Q1 results. Thanks.

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Read Answer Asked by Brian on May 03, 2016

• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
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Q: Can you comment on BNS and the large short position that is currently out there, as well as the $375-million pre-tax restructuring charge announced on Monday? How do you feel the stock will perform in short term. I would like to take a position in it but am wondering when to do it.

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Read Answer Asked by Ben on May 03, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Feel free to disregard this question if its not the type of thing you're looking to get into.

Do you have any thoughts on Marc Cohodes? Raises red flags for me when I see a guy based in the US but specializing in shorting the (much smaller) Canadian market. Does he have a good reputation in financial circles?

Any thoughts on his recent interview on BNN? To me, it looked like if he was given 2 more minutes of air time his answers would have devolved to include a zombie apocalypse scenario.

Thanks again for your opinions.

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Read Answer Asked by john on May 03, 2016

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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Q: What are your thoughts on the goeasy earnings report? Is today's sell off more market sentiment related or more related to the details of the earnings report?

Thanks,

John

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Read Answer Asked by john on May 03, 2016

• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
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• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.93X Cap: $46.31B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 21.23X Cap: $702M
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Q: Hi Team ... I am up nicely on BNS and will be selling some in order to maintain a proper weighting within my portfolio. I'd like to redeploy the proceeds within the sector and am looking for a company offering a nice yield as well as good growth potential. I'm leaning towards Fiera Capital (FSZ) and would appreciate your thoughts. Also, any other candidates I could be considering?

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Read Answer Asked by Richard on May 03, 2016

• Black Diamond Group Limited (BDI $11.36)
  • $11.36 P/E (TTM): 22.29X Cap: $748M
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Q: Hi Peter,

Could you provide your insights on the latest earning results. Do you see things improving?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on May 03, 2016