Investment Q&A

• Bragg Gaming Group Inc. (BKD $0.70)
  • $0.70 Cap: $17M
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Q: Hi Peter....all the very best in the New Year.
Do you think this stock will ever trade again? ha. I have not seen a stock halted this long before, usually it is a matter of hours. What do you think could be the problem and if the deal does go thru do you think it will be beneficial to bkd?
Thanks and cheers,
Bruce.

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Read Answer Asked by bruce on January 04, 2017

• Bank of Montreal (BMO $157.30)
  • $157.30 P/E (TTM): 13.91X Cap: $113.58B
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Q: At my employer (BMO) I am involved in their share ownership program now for about 10yrs. Currently the value of these shares would make up about 30% of my overall stock portfolio if i was to compare it to my non-registered and TFSA stocks. Would you suggest trimming this number down and treat it like any other stock i hold in my portfolio?

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Read Answer Asked by Patricia on January 04, 2017

• Miscellaneous (MISC)
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Q: Hi Team
I can now add another investment in my RRSP. As you earlier pointed out, I don't have any banks or energy in this account.
What is your thought of BNS (highest Yield) or RY. I already have too much TD in my SDRIF.
Can you recommend an energy stock? I have ENB in my SDRIF
Thank you for your advise.
Margita

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Read Answer Asked by Margita Elisabet on January 04, 2017

• TDb Split Corp. Class A Shares (XTD $4.55)
  • $4.55 Cap: $31M
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Q: Please could you see if symbol XTD would make for a good investment idea. is this a CEF or a mutual fund and how can we make sure about the valuations. Thanks

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Read Answer Asked by Deepak on January 04, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $31.78)
  • $31.78 P/E (TTM): 100.95X Cap: $2.07B
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• Sentry Select Primary Metals Corp. Class A Shares (PME $2.95)
  • $2.95 P/E (TTM): 21.84X Cap: $23M
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Q: Good Morning,I am thinking about putting a gold investment in my TFSA. Could you please give me your thoughts on PME,its'cash flow,strength of the company, and the likelihood that the dividend will be cut.If you have other gold investment thoughts I would appreciate hearing them.
Thank you,Bob

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Read Answer Asked by Bob on January 04, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: I am down on CUF.UN. Should I hold or wait it out. Holding it for the dividends. 5% of my portfolio in an RRSP. Can you explain why it would be down?

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Read Answer Asked by John on January 04, 2017

• Aimia Inc. (AIM $3.00)
  • $3.00 Cap: $284M
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• Cue Health Inc. (HLTH)
  • Cap: $6M
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• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: I bought these stocks during tax loss season. What is your outlook for each? Hope for a January bounce and get out? Or hold for a bit?

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Read Answer Asked by Scott on January 04, 2017

• Miscellaneous (MISC)
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Q: To start off with about 4 stocks from the income, balanced and growth portfolio... What 4 stocks would you recommend from each of the portfolio .. I'm growth oriented ..

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Read Answer Asked by DEXTER on January 04, 2017

• Algonquin Power & Utilities Corp. (AQN $8.28)
  • $8.28 Cap: $6.35B
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Q: What are your thoughts about AQN as a stock. I'm thinking of adding it to my TFSA. I already own FTS, CU and BEP.UN, although they are in my RRIF account. I am currently retired and looking for income. Is there a maximum percent you would recommend for utility stocks?

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Read Answer Asked by Sharon on January 04, 2017

• CES Energy Solutions Corp. (CEU $7.42)
  • $7.42 P/E (TTM): 9.73X Cap: $1.66B
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• PHX Energy Services Corp. (PHX $8.14)
  • $8.14 P/E (TTM): 6.81X Cap: $370M
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Q: Hi Peter and Staff
Had a basket of them before the oil crash- sold off BDI, CFW,NAL PD and PHX at bottom to see big pickups in 3 of them . I want to hold small positions in 4 . Assuming oil does not hit above $60 and HWO and FRC are 2 in your view (correct me if wrong ) which other two from BDI,CEU,ESI,NAL,PD,PHX,SVG or TDG

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on January 04, 2017

• ARC Resources Ltd. (ARX $26.95)
  • $26.95 P/E (TTM): 12.04X Cap: $15.76B
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• Peyto Exploration & Development Corp. (PEY $18.75)
  • $18.75 P/E (TTM): 13.12X Cap: $3.73B
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• Tourmaline Oil Corp. (TOU $60.87)
  • $60.87 P/E (TTM): 18.39X Cap: $22.78B
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Q: Which of these 3 has the best prospects of going forward in 2017?

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Read Answer Asked by Dennis on January 04, 2017

• TELUS Corporation (T $22.50)
  • $22.50 P/E (TTM): 28.24X Cap: $34.06B
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• Fortis Inc. (FTS $65.86)
  • $65.86 P/E (TTM): 19.59X Cap: $33.03B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.34)
  • $37.34 Cap: $24.57B
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• Algonquin Power & Utilities Corp. (AQN $8.28)
  • $8.28 Cap: $6.35B
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Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR

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Read Answer Asked by peter on January 04, 2017

• CPI Card Group Inc. (PMTS)
  • P/E (TTM): 24.18X Cap: $353M
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Q: Since I last queried about it nearly 5 months ago, has your (negative) opinion changed with respect to CPI Card Group as a good risk/reward speculative investment?

Thanks!

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Read Answer Asked by Gregory on January 04, 2017

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.45)
  • $18.45 Cap: $728M
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.90)
  • $27.90 Cap: $7.24B
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Q: For a person with no bond or preferred share exposure. What would be your top 3 or 4 holdings to add at this time? Keep up the good work, you guys do a great job.

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Read Answer Asked by HEATH on January 04, 2017

• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
  • Cap: $921M
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Q: I have bought XUS to benefit from stock growth and to hedge against a drop in the Canadian dollar. It has worked on both counts. I am becoming a little more conservative and wonder if there any similar ETFs on the bond side that are available in Canadian dollars but invest in US bonds.

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Read Answer Asked by Ken on January 04, 2017

• Owens Corning Inc New (OC $137.84)
  • $137.84 P/E (TTM): 20.22X Cap: $11.72B
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Q: Hope you've had a good holiday season thus far. Just picked up a copy of money sense and noticed they are recommending Owens Corning as a top buy in the US. I did a quick scan on the company and found the following: valuation looks ok, growth has been good but the consensus going forward doesn't look compelling. They have been paying a dividend and buying back stock but I don't see much in terms of driving up the value going forward. What's your view? Is this company a good investment?

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Read Answer Asked by Rob on January 04, 2017

• Mosaic Capital Corporation (M $5.50)
  • $5.50 Cap: $58M
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Q: I understand there has been a large infusion of money from Fairfax into Mosaic. What, in your opinion, does this do to the prospects for Mosaic common stock?
Thanks Jim

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Read Answer Asked by jim on January 04, 2017

• Black Diamond Group Limited (BDI $12.06)
  • $12.06 P/E (TTM): 25.0X Cap: $739M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Which stock has the greater upside in your opinion ? Thanks.

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Read Answer Asked by John L on January 04, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Howdy 5i,

Can you please provide Bloomberg estimates for MDA's CF/Share for 2017 & 2018?

Would you have any concern about the business facing protectionist policies from the US with their country's new leadership?


Thank you for your opinion and info?

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Read Answer Asked by malcolm on January 04, 2017

• Miscellaneous (MISC)
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Q: What would your top three pics be (in order of preference) for 2017 in the each of the Industrial and Materials sectors?
And a Happy New Year to all your team.

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Read Answer Asked by Arthur on January 04, 2017