Investment Q&A

Q: I am interested in increasing my US content, but do not wish to purchase directly from the US. I am looking for some Canadian ETFs based on US Equities to add to my otherwise balanced TFSA for a 5yr+ hold. I currently hold ZWH. Wondering if you could give me your top 5 picks for growth. I would be interested in your best suggestion to play FAANG stocks as well in a Canadian ETF..

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Read Answer Asked by KEN on March 07, 2019

• Sandstorm Gold Ltd. (SSL $13.25)
  • $13.25 P/E (TTM): 96.01X Cap: $3.88B
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Q: Today's question from Sheldon re picks from Rick Rule - SSI is the wrong symbol.
It should be SSL.

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Read Answer Asked by claudette on March 07, 2019

• Exchange Income Corporation (EIF $65.89)
  • $65.89 P/E (TTM): 26.65X Cap: $3.38B
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Q: Hi,

What do you make of EIF's latest bought deal ? The market does not seem to appreciate.

Thanks

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Read Answer Asked by Guy on March 07, 2019

• Richards Packaging Income Fund (RPI.UN $32.81)
  • $32.81 P/E (TTM): 19.07X Cap: $359M
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Q: Hi, could you please comment on RPI.un earnings and guidance, please. Thanks

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Read Answer Asked by rajeev on March 07, 2019

• Largo Inc. (LGO $2.19)
  • $2.19 Cap: $140M
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Q: hi folks

any comments from today's activity?

thx

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Read Answer Asked by Robert on March 07, 2019

• Polaris Renewable Energy Inc. (PIF $12.19)
  • $12.19 Cap: $256M
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Q: What are your thoughts on yesterdays earnings? I have a 1.65 % percentage and wondering if I should add to my position

Jimmy

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Read Answer Asked by Jimmy on March 07, 2019

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
  • View PTQ Profile
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Q: There are two symbols PHMZF and PHM-X which appear to be for the same company which came about when PHM (Patient Home Monitoring) was wrapped up and spun out into two companies Protech Home Medical Corp and Viemed. PHMZF is on the OTC at .72 US and PHM-X at .11 CDN. What is the difference?

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Read Answer Asked by Patrick on March 07, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Any reason for sell off today?

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Read Answer Asked by fwb181 on March 07, 2019

Q: Sorry, what company are we talking about? Tx.

Your thoughts on the IPO priced at $16- what is the price X sales ?
The deal is apparently oversubscribed but seems pricey ..

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Read Answer Asked by Charles on March 07, 2019

• Enghouse Systems Limited (ENGH $23.49)
  • $23.49 P/E (TTM): 16.51X Cap: $1.29B
  • View ENGH Profile
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Q: What is the consensus for Q1 rev. and eps pls

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Read Answer Asked by sandy on March 07, 2019

• Colabor Group Inc. (GCL $0.98)
  • $0.98 Cap: $99M
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Q: Is there any sign of improvement in the latest results? I understand management now has a very significant personal commitment to recovery. Thanks.

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Read Answer Asked by Mike on March 07, 2019

• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.66B
  • View BNS Profile
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.19)
  • $79.19 P/E (TTM): 16.56X Cap: $14B
  • View CCL.B Profile
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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• NFI Group Inc. (NFI $19.00)
  • $19.00 Cap: $2.26B
  • View NFI Profile
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
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• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
  • View KXS Profile
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• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.02B
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• Savaria Corporation (SIS $19.68)
  • $19.68 P/E (TTM): 29.04X Cap: $1.40B
  • View SIS Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.63)
  • $25.63 P/E (TTM): 17.76X Cap: $2.61B
  • View TOY Profile
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Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.

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Read Answer Asked by Darcy on March 07, 2019

Q: Your thoughts on the IPO priced at $16- what is the price X sales ?
The deal is apparently oversubscribed but seems pricey ...

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Read Answer Asked by Scott on March 07, 2019

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.81)
  • $16.81 Cap: $424M
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• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.36)
  • $80.36 Cap: $17.03B
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Q: can you recommend an equivalent trading in the US.

Cheers

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Read Answer Asked by kelly on March 07, 2019

Q: Good evening,

I've followed Rick Rule and his reccos for many years now. When he picks right they do great and vice versa.

His top picks recently were SSl, IVN and WAF.

What do you think of these 3? Is there one you like enough to say its worth a speculative shot?

Thanks

Sheldon

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Read Answer Asked by Sheldon on March 07, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $25.63)
  • $25.63 P/E (TTM): 17.76X Cap: $2.61B
  • View TOY Profile
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Q: Can you provide comments after conference call. What do you see for the next year or so with the stock.

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Read Answer Asked on March 07, 2019

• Alaris Equity Partners Income Trust (AD.UN $19.05)
  • $19.05 P/E (TTM): 4.63X Cap: $868M
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Q: What’s up with Alaris today? Big bump yesterday on earnings report, followed by big price drop today. Thanks.

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Read Answer Asked by Thomas on March 07, 2019

• Keurig Dr Pepper Inc. (KDP $33.32)
  • $33.32 P/E (TTM): 30.49X Cap: $45.25B
  • View KDP Profile
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Q: Hello there your thoughts on Kdp

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Read Answer Asked by George on March 07, 2019

Q: For the last eight years my portfolio has been almost exclusively US large capilization stocks. My rate of return has been great, significantly above the averages. I do not intend to change my portfolio away from the US markets for the foreseeable future. Am I making a mistake?
Clayton

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Read Answer Asked by Clayton on March 07, 2019

• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.66B
  • View BNS Profile
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• Sun Life Financial Inc. (SLF $83.75)
  • $83.75 P/E (TTM): 15.6X Cap: $47.60B
  • View SLF Profile
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• TELUS Corporation (T $22.50)
  • $22.50 P/E (TTM): 28.24X Cap: $34.06B
  • View T Profile
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• Stantec Inc. (STN $152.82)
  • $152.82 P/E (TTM): 45.89X Cap: $17.43B
  • View STN Profile
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  • View Reports on STN
• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
  • View KXS Profile
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  • View Reports on KXS
• Knight Therapeutics Inc. (GUD $6.00)
  • $6.00 P/E (TTM): 59.9X Cap: $597M
  • View GUD Profile
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• Savaria Corporation (SIS $19.68)
  • $19.68 P/E (TTM): 29.04X Cap: $1.40B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.

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Read Answer Asked by Paul on March 07, 2019