Investment Q&A

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Wirth respect to your recent answer to Greg, you did not provide your thoughts, as requested...…………...merely repeated the facts.
Would you please offer some opinions, perhaps after the conference call?

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Read Answer Asked by Douglas on September 24, 2018

Q: I have Johnson&Johnson and Gilead Sciences thus is Insulet PODD worth a good, small investment or is it to speclativeÉé

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Read Answer Asked by Herbert on September 24, 2018

• Aurora Cannabis Inc. (ACB $6.43)
  • $6.43 P/E (TTM): 62.2X Cap: $349M
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• Australis Capital Inc (AUSA)
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Q: I purchased shares of Aurora Cannabis in April of this year in my TFSA. Recently I received shares of Australis Capital Inc. I was told that the new company is a subsidery of ACB. Can you provide any insights as to why this happened and should I sell the new shares or hold on to them?

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Read Answer Asked by Ken on September 24, 2018

• FedEx Corporation (FDX $225.73)
  • $225.73 P/E (TTM): 14.23X Cap: $54.29B
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• United Parcel Service Inc. (UPS $98.90)
  • $98.90 P/E (TTM): 14.48X Cap: $84.01B
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Q: I have CNR and TFII for transportation and shipping on the Canadian side of my portfolio. I would like to diversify into US and was thinking of FDX or UPS. Which of the US would you prefer at this time. How is the labour situation at UPS compared with the labour situation at FDX?
Thank you!
Albert

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Read Answer Asked by ALBERT on September 24, 2018

Q: Where could I find daily or periodic forward P/E or forward earnings estimate for the whole TSX or for an appropriate ETF?

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Read Answer Asked by Fraser on September 24, 2018

• Ballard Power Systems Inc. (BLDP $2.65)
  • $2.65 Cap: $776M
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Q: Is Ballard a buy at this point?

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Read Answer Asked by Bruce on September 24, 2018

Q: Hi, i'd like to invest in the chinese yuan(reminbi). What stock or etf would you suggest. thanks.

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Read Answer Asked by Dario on September 24, 2018

• Intact Financial Corporation (IFC $301.73)
  • $301.73 P/E (TTM): 24.58X Cap: $54.22B
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• Badger Infrastructure Solutions Ltd. (BDGI $53.57)
  • $53.57 P/E (TTM): 27.16X Cap: $1.80B
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Q: Hi Guys,
I want to sell either BAD or IFC to raise some cash. Which would you keep and why?

Thanks for the help.
John

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Read Answer Asked by John on September 24, 2018

• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.36B
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• IGM Financial Inc. (IGM $44.13)
  • $44.13 P/E (TTM): 11.03X Cap: $10.37B
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• Currency Exchange International Corp. (CXI $19.70)
  • $19.70 P/E (TTM): 42.0X Cap: $123M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.92)
  • $6.92 P/E (TTM): 21.91X Cap: $757M
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Q: I know these companies span the financial category and they're not comparing apples to apples exactly but I'm looking to maintain stable dividend income and long term growth. Assuming equal weight except for IGM (much higher weight), would you recommend a weight shift? An addition/subtraction of position?

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Read Answer Asked by Robert on September 24, 2018

• Canopy Growth Corporation (WEED $1.54)
  • $1.54 Cap: $160M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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• Aurora Cannabis Inc. (ACB $6.43)
  • $6.43 P/E (TTM): 62.2X Cap: $349M
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Q: I have a investment in these three I have made money should I sell all or half off these before Mid Oct or hang on to one of these have you a favourite of these three
Thanks

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Read Answer Asked by Jo-Anne on September 24, 2018

• Whitecap Resources Inc. (WCP $9.90)
  • $9.90 P/E (TTM): 6.46X Cap: $5.83B
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• Surge Energy Inc. (SGY $6.83)
  • $6.83 Cap: $681M
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: I am a senior and hold TOG, WCP, and SGY. I am down about 75%. Should I continue to hold, buy more or switch to another growth stock? Thank you!

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Read Answer Asked by Donna on September 24, 2018

• RioCan Real Estate Investment Trust (REI.UN $17.92)
  • $17.92 P/E (TTM): 20.43X Cap: $5.28B
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Q: What's up with the high volume in RioCan today? Can't find any news.

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Read Answer Asked by chris on September 24, 2018

• Nexgold Mining Corp Com (TML)
  • Cap: $164M
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Q: Hi there - I have a losing position in TML and am wondering if a switch to GBR would make sense, or do you have a suggestion for another pre-production gold play you would prefer?

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Read Answer Asked by Rick on September 24, 2018

• Barrick Mining Corporation (ABX $29.19)
  • $29.19 P/E (TTM): 15.61X Cap: $48.88B
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: i did like the article on John Thornton and his somewhat "out of the box" go forward strategy but is it worth holding on to it now that it has likely bottomed out. if it is, what is your view about how long it will take to turn around the stock price.

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Read Answer Asked by Colin on September 24, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 Cap: $228M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.86)
  • $13.86 P/E (TTM): 21.41X Cap: $399M
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Q: Now that ADW.A has cooled a bit from the great run it's had, what would be your pick between it and Corby Spirit and Wine at this stage? Thank you.

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Read Answer Asked by Michael on September 24, 2018

• DAVIDsTEA Inc. (DTEA)
  • P/E (TTM): 0.7X Cap: $12M
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Q: Any updated thoughts on David's Tea since the Nov 20 question? Is inside ownership still high?

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Read Answer Asked by Craig on September 24, 2018

• Linamar Corporation (LNR $67.02)
  • $67.02 P/E (TTM): 15.77X Cap: $3.97B
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• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
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• Winpak Ltd. (WPK $44.81)
  • $44.81 P/E (TTM): 14.0X Cap: $2.79B
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• Richards Packaging Income Fund (RPI.UN $32.81)
  • $32.81 P/E (TTM): 19.07X Cap: $359M
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.63)
  • $25.63 P/E (TTM): 17.76X Cap: $2.57B
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Q: hi Peter it is always comforting to be on the same side of the table as the corporate insiders. in addition to COV and SIS can you give a list of other companies that have a high degree of insider ownership. thanks as always for your sage advice. Richard

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Read Answer Asked by richard on September 24, 2018

• iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged) (XPF $15.70)
  • $15.70 P/E (TTM): 24.07X Cap: $193M
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Q: Is this a reasonable place to park some cash? Do you have another recommendation. Thank you.

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Read Answer Asked by Margot on September 24, 2018

• Covalon Technologies Ltd. (COV $2.56)
  • $2.56 P/E (TTM): 18.5X Cap: $71M
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• Knight Therapeutics Inc. (GUD $6.00)
  • $6.00 P/E (TTM): 59.9X Cap: $602M
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• Theratechnologies Inc. (TH $4.30)
  • $4.30 Cap: $197M
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Q: I’m tired of owning Knight theraputics and it’s potential whatever.....it’s been two years ......can you recommend something different

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Read Answer Asked by Kim on September 24, 2018

• Micron Technology Inc. (MU $113.23)
  • $113.23 P/E (TTM): 27.3X Cap: $128.01B
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Q: Hi Team,
Can you explain why MU price keep sliding since mid Jun,
The PE at 3.9X with market cap of 51 B. is it a BUY ?
Thank you as always,
Tak

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Read Answer Asked by Tak on September 24, 2018