Investment Q&A

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
  • View Questions on CHW

Q: 11:13 AM 10/30/2016
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:

Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.

How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.

Thank you............ Paul K

Upvote 0

Read Answer Asked by Paul on October 31, 2016

• BMO Low Volatility Canadian Equity ETF (ZLB $53.77)
  • $53.77 P/E (TTM): 35.97X Cap: $4.41B
  • View ZLB Profile
  • View Questions on ZLB
• iShares MSCI Min Vol Canada Index ETF (XMV $50.56)
  • $50.56 P/E (TTM): 4.7X Cap: $242M
  • View XMV Profile
  • View Questions on XMV

Q: Peter and Team

As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?

Thanks

Sylvain

Upvote 0

Read Answer Asked by Sylvain on October 31, 2016

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX

Q: I presently hold an ETF for the S&P 500 and am thinking maybe now is the time to exit this Index ETF. Would like to know your thoughts. Thank you

Upvote 0

Read Answer Asked by Paul on October 31, 2016

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
  • View Questions on VII

Q: VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam

Upvote 0

Read Answer Asked by Shyam on October 31, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.46)
  • $137.46 P/E (TTM): 17.82X Cap: $30.84B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: For the next two years, which one of the two would be best, to replace BEP.UN ? And would that be advisable ?

For the next five years, same query.

Altogether, would ATD.B be clearly a best choice ?

Upvote 0

Read Answer Asked by Serge on October 31, 2016

• Algonquin Power & Utilities Corp. (AQN $8.28)
  • $8.28 Cap: $6.35B
  • View AQN Profile
  • View Questions on AQN

Q: What are your favourite Canadian renewable companies for a 5 year investment ? Thanks.

Upvote 0

Read Answer Asked by Norman on October 31, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.44X Cap: $784M
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: Further to my previous comments, perhaps DH should slash their dividend and use the cash flow to finish the conversion to a fintech corporation.

Upvote 0

Read Answer Asked by Clarence on October 31, 2016

• Parkland Corporation (PKI $38.13)
  • $38.13 P/E (TTM): 34.81X Cap: $6.65B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.02B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• 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: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

Upvote 0

Read Answer Asked by rajeev on October 31, 2016

• BCE Inc. (BCE $32.83)
  • $32.83 P/E (TTM): 77.38X Cap: $29.95B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $22.50)
  • $22.50 P/E (TTM): 28.24X Cap: $34.06B
  • View T Profile
  • View Questions on T

Q: I am up 17% on BCE.

Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?

Would this same logic apply to say Enbridge & Fortis?

Upvote 0

Read Answer Asked by David on October 31, 2016

• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

Upvote 0

Read Answer Asked by Chieh-Yao on October 31, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: PRACTICALLY SPEAKING, ASSUMING I AM IN THE MONEY, HOW DO I GO ABOUT EXCHANGING WARRANTS I HOLD IN COMPANY XXX FOR SHARES IN SAID COMPANY?

Upvote 0

Read Answer Asked by roger on October 31, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.57)
  • $57.57 P/E (TTM): 28.76X Cap: $1.13B
  • View XQQ Profile
  • View Questions on XQQ

Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

Upvote 0

Read Answer Asked by Gordon on October 28, 2016

• S&P/TSX Composite Index (TSX $27,317.00)
  • View TSX Profile
  • View Questions on TSX

Q: My bank's online trading site gives me the 12 month trailing return of my portfolio, updated every month.
Can you advise where I can find information on 12 month trailing return of the TSX?

Upvote 0

Read Answer Asked by Anne on October 28, 2016

• Extendicare Inc. (EXE $12.93)
  • $12.93 P/E (TTM): 14.52X Cap: $1.08B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.92)
  • $6.92 P/E (TTM): 21.91X Cap: $748M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

Upvote 0

Read Answer Asked by John on October 28, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.44X Cap: $784M
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

Upvote 0

Read Answer Asked by Thomas on October 28, 2016

• GRAVITY Co. Ltd. (GRVY $63.40)
  • $63.40 P/E (TTM): 7.18X Cap: $436M
  • View GRVY Profile
  • View Questions on GRVY

Q: Based on your previous suggestion I did not sell my shares of this co. Today the share price has gone up from 4.55$ to 10.07$. Volume of shares traded is up from 2265 to 2,782,448. Should I sell or wait. Share price today dropped from 12 to 10.07. Thank you.

Upvote 0

Read Answer Asked by Vinod on October 28, 2016

• SiriusXM Holdings Inc. (SIRI $23.23)
  • $23.23 Cap: $7.84B
  • View SIRI Profile
  • View Questions on SIRI

Q: SiriusXM, the US parent that will be taking in Sirius XM Canada, reported a very strong Q3 with large free cash flow, increased guidance, the initiation of a dividend and an increased share buyback. Do you have any thoughts on this name?

Thanks, Jim

Upvote 0

Read Answer Asked by James on October 28, 2016

• Superior Plus Corp. (SPB $7.22)
  • $7.22 P/E (TTM): 79.24X Cap: $1.67B
  • View SPB Profile
  • View Questions on SPB

Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G

Upvote 0

Read Answer Asked by Geoffrey on October 28, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,445.83)
  • $2,445.83 P/E (TTM): 10.21X Cap: $52.78B
  • View FFH Profile
  • View Questions on FFH

Q: Would you be comfortable to have 3-5% FFH now?
Thanks very much.

Upvote 0

Read Answer Asked by Yong Mei on October 28, 2016

• Enghouse Systems Limited (ENGH $23.49)
  • $23.49 P/E (TTM): 16.51X Cap: $1.29B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

Upvote 0

Read Answer Asked by John on October 28, 2016