Investment Q&A

• West Fraser Timber Co. Ltd. (WFT)
  • Fwd P/E: 15.3X Cap: $5.62B
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• Canfor Corporation (CFP $14.25)
  • $14.25 Cap: $1.68B
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• Norbord Inc. (OSB $56.97)
  • $56.97 Fwd P/E: 15.26X Cap: $4.59B
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• Interfor Corporation (IFP $12.86)
  • $12.86 Cap: $661M
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• Western Forest Products Inc. (WEF $0.40)
  • $0.40 Cap: $125M
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• Acadian Timber Corp. (ADN $17.99)
  • $17.99 Fwd P/E: 16.21X Cap: $320M
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Q: Re OSB announcing a "dividend of $4.5/share to shareholders of record Sept 1"
....I can't tell whether that is meant to be an ANNUAL or ONE TIME dividend?
.. Are you able to clarify?
Also, could you please comment on the listed stocks...which do you hold most favourable and why, also the suitability of purchase of any of these NOW
Thank-you

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Read Answer Asked by lyle on August 07, 2018

• GE Aerospace (GE $263.27)
  • $263.27 Fwd P/E: 40.94X Cap: $280.74B
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Q: GE has been beaten up lately and fallen out of favour with investors. However it has been around a long time with a history (until) recently as a golden star and within the DOW preferred stocks family. Is this a good time to invest in and take a larger position within my portfolio

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Read Answer Asked by Gary on August 07, 2018

Q: Hi !
Any views on Funko (fnko-q) ? on Turning Point Brands (tpb-n) ? And what would be your favourites at this time in US consumer cyclical and non-cyclical ?
Many thanks for your most valuable assistance,

Jacques

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Read Answer Asked by Jacques on August 07, 2018

• Freehold Royalties Ltd. (FRU $13.25)
  • $13.25 Fwd P/E: 13.38X Cap: $2.17B
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Q: comments on recent numbers please. tia pat

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Read Answer Asked by Pat on August 07, 2018

• VersaBank (VBNK $15.79)
  • $15.79 Fwd P/E: 12.43X Cap: $513M
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Q: When does VB report? They offer absolutely no info. on line.

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Read Answer Asked by Robert on August 07, 2018

• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.24X Cap: $33.77B
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Q: Just wanted to get your thoughts on the Medisys/Copeman acquisition by Telus. The stock seems to be reacting negatively.

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Read Answer Asked by dan on August 07, 2018

Q: You may not be familiar with this company as it's a US-based bio-tech. But, in case you do, ALNY just reported and the results were very good. Yet even before they reported the stock was dropping and is continuing to drop. Any reason why?
Thanks,
Murray

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Read Answer Asked by Murray on August 07, 2018

• Ballard Power Systems Inc. (BLDP $2.59)
  • $2.59 Cap: $776M
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Q: Can you comment on Ballard power latest ER?

Thanks

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Read Answer Asked by Adam on August 07, 2018

Q: I believe you responded to a question about variable vs fixed mortgages awhile ago, however I would appreciate your opinion at this time. I realize the individual $/circumstances but I was wondering what your thoughts would be. Thanks Paul

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Read Answer Asked by Paul on August 07, 2018

• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 42.86X Cap: $52.04B
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Q: DOL has not done much for me since purchasing before the split. What are your thoughts and and what do the next earnings look like?

John

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Read Answer Asked by John on August 07, 2018

• Cenovus Energy Inc. (CVE $19.31)
  • $19.31 Fwd P/E: 12.87X Cap: $35.19B
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• Vermilion Energy Inc. (VET $10.83)
  • $10.83 Cap: $1.67B
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• Whitecap Resources Inc. (WCP $9.93)
  • $9.93 Fwd P/E: 6.46X Cap: $5.83B
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• Surge Energy Inc. (SGY $6.84)
  • $6.84 Cap: $681M
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Q: Which OIL companies are your favorites buy?
Obliged and Greatful to 5i.

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Read Answer Asked by Nizar on August 07, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 Fwd P/E: 15.26X Cap: $4.59B
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Q: Can you please advise why Norbord continued its price drop today after declaring a special dividend and ‘record’ results? Thanks.

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Read Answer Asked by Thomas on August 07, 2018

• Keg Royalties Income Fund (The) (KEG.UN $18.74)
  • $18.74 Fwd P/E: 170.36X Cap: $212M
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Q: I'm holding a under weight position here and debating on closing it out and adding to my a&w position which would put me to an equal weight there. The fund has been totally silent on the Cara deal and all though the first quarter result showed positive signs of growth it was far from reflective in the share price. I am wondering if the Cara deal is not being viewed in a positive light for the fund.

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Read Answer Asked by James on August 07, 2018

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 432.13X Cap: $5.65B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.76X Cap: $2.57B
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Q: I would like to add two growth stocks to my TFSA. I would appreciate 3 suggestions to choose from. Thanks for a great service. Dan

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Read Answer Asked by Danny-boy on August 07, 2018

• Western Digital Corporation (WDC $68.00)
  • $68.00 Fwd P/E: 23.56X Cap: $23.21B
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Q: Hi Team,
Given the drastic pull back since WDC's record highs reached back in March, is it a hold, buy or sell? I currently have a 2% position on WDC.
Regards,

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Read Answer Asked by Harry on August 07, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
  • View PHO Profile
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Q: In your report from May 2017 on PHO you conclude with "We expect to be increasing
the rating in the next six to nine months".

Has this expectation held up? Is an updated report in the pipeline? Your general comments on the performance of the company over the last ~15 months would be appreciated. Thanks.

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Read Answer Asked by Marco on August 07, 2018

• BCE Inc. (BCE $32.50)
  • $32.50 Fwd P/E: 77.38X Cap: $29.64B
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• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.24X Cap: $33.77B
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Q: Now that both companies have reported, which one would be the better choice for a 3 year hold?

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Read Answer Asked by Doug on August 07, 2018

• Chartwell Retirement Residences (CSH.UN $17.93)
  • $17.93 Fwd P/E: 85.38X Cap: $5.07B
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Q: Given the possibility of increased interest rates - wouldyou hold or sell this stock?

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Read Answer Asked by Frank on August 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Stock is down over 15 % since July high.

Looks like a loser. Is it time to sell ?

Are there good reasons to keep it ?

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Read Answer Asked by Guenter on August 07, 2018

• Parkland Corporation (PKI $38.64)
  • $38.64 Fwd P/E: 34.81X Cap: $6.73B
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• Russel Metals Inc. (RUS $44.75)
  • $44.75 Fwd P/E: 16.96X Cap: $2.54B
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Q: Hi All,
Looking to round out my fix income side with a high yield bond expiring in 2020, which of the above would be the safer bet.
Thanks
Anthony

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Read Answer Asked by Anthony on August 07, 2018