Investment Q&A

• Black Diamond Group Limited (BDI $12.06)
  • $12.06 P/E (TTM): 25.0X Cap: $735M
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Q: Peter; Obviously a major rebuilding of Ft.MCMurray will be occurring ,AKA Slave Lake. Which companies would most benefit relative to geographical location to FMc. Thanks. Rod

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Read Answer Asked by Rodney on May 05, 2016

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Could you comment on the financial report from VSN that came out after the market closed. Thanks.

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Read Answer Asked by George on May 05, 2016

• Meta Platforms Inc. (META $712.97)
  • $712.97 P/E (TTM): 27.53X Cap: $1.77T
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Q: I am interested in building a position in Facebook (~$12000) for a long (5 yrs plus) and would like to hear your ideas on the best strategy to do so. It is nice when a stock like this pulls back to get in at a cheaper price. Not sure this will happen any time soon with FB. How do you buy a stock like this? Do you recommend averaging in (in 2 or 3 increments), waiting for a pullback, or just buying at the current share-price?

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Read Answer Asked by David on May 05, 2016

• Parkland Corporation (PKI $38.13)
  • $38.13 P/E (TTM): 34.81X Cap: $6.73B
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Q: Parkland was up over 4% Wednesday on their current results. What are your comments on their results and do you see any upside from here say in 2016? I own it. Thank you.

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Read Answer Asked by James on May 05, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.19)
  • $79.19 P/E (TTM): 16.56X Cap: $14.13B
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Q: Hi, could you please comment on CCL Industries earnings and outlook. Looks like a nice beat on Revenue as well as EPS. Currency appears to have a material impact to benefit the results. Thanks

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Read Answer Asked by rajeev on May 05, 2016

• Premier American Uranium Inc. (PUR $1.16)
  • $1.16 Cap: $38M
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Q: Pure Technologies is up 12% today. Any reason for it? is it because of the quarterly release? if so, your take on the result. Thanks for the great service.

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Read Answer Asked by Ron on May 05, 2016

• Gildan Activewear Inc. (GIL $70.63)
  • $70.63 P/E (TTM): 20.35X Cap: $10.87B
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Good morning, what are your thoughts on Gildans and Mda current results. Fid they beat estimates.

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Read Answer Asked by Luca on May 05, 2016

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi, could you please comment on MDA earnings, backlog and outlook. Thanks

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Read Answer Asked by rajeev on May 05, 2016

• AirBoss of America Corp. (BOS $4.95)
  • $4.95 Cap: $135M
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• DIRTT Environmental Solutions Ltd. (DRT $0.91)
  • $0.91 P/E (TTM): 11.32X Cap: $176M
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Q: Peter and Team:

I am currently down about 30% on both of these in a diversified portfolio. I was thinking of selling one and using funds to top up the remainder. (Spring Cleaning). Could you please suggest which has more upside potential vs downside risk. Or should I just wait on both as I have a very long timeframe.

Thank you always for a great service and improved site.

Phil

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Read Answer Asked by Phil on May 05, 2016

• Agnico Eagle Mines Limited (AEM $167.92)
  • $167.92 P/E (TTM): 25.1X Cap: $81.24B
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Q: Hello, I sold Goldcorp the other day, and I want to replace it with Agnico. What would you feel would be a decent entry point now? I always seem to get burned by taking positions to soon, only to lose 20+% days later. Or do you feel there is a better up and coming gold company at this time?
Thanks,

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Read Answer Asked by Patrick on May 05, 2016

• Russel Metals Inc. (RUS $44.86)
  • $44.86 P/E (TTM): 16.96X Cap: $2.54B
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Q: Hi Peter and Team,
What is your view on Russel Metal's first qtr result.
Would you think the situation of the steel sector is improving? What about their cash flows, still solid to support the dividend pay out?
Is it time to gradually build up a small position of this stock?
Thanks as always.
Pui

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Read Answer Asked by Pui on May 05, 2016

• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
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• Knight Therapeutics Inc. (GUD $6.00)
  • $6.00 P/E (TTM): 59.9X Cap: $602M
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Q: Please comment on their results announced today. What will be the safest growth stocks at this point with minimum downside. Thanks

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Read Answer Asked by Imtiaz on May 05, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: I would appreciate your take on the first quarter earnings miss. They have had several misses in a row, but I am encluraged by the growth in originations (finally). I would appreciate your thoughts.
Thanks,

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Read Answer Asked by Hans on May 05, 2016

• Kinaxis Inc. (KXS $201.27)
  • $201.27 P/E (TTM): 432.13X Cap: $5.65B
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Q: Hi, could you please comment on Kinaxis earnings and its guidance for 2016. Do you believe, this new addition to the Balanced Portfolio is meeting/beating your expectations and showing signs of a long runway of growth ahead of it (early days now). Thanks

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Read Answer Asked by rajeev on May 05, 2016

• Intact Financial Corporation (IFC $301.73)
  • $301.73 P/E (TTM): 24.58X Cap: $53.81B
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Q: How does the disaster (fire) in Ft McMurray affects the earnings and stock prices of IFC ?
thanks

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Read Answer Asked by Michael on May 05, 2016

• Hydro One Limited (H $48.34)
  • $48.34 P/E (TTM): 23.61X Cap: $28.78B
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Q: What do you think the ramifications are for Hydro One if the Ontario government stopped the privatization? Less shares flooding the market would seem to be beneficial, but would they be able to grow earnings sufficiently if they stayed public?

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Read Answer Asked by Alex on May 05, 2016

• Hydro One Limited (H $48.34)
  • $48.34 P/E (TTM): 23.61X Cap: $28.78B
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Q: What do you think the ramifications would be to existing shareholders if the current or a new Ontario government stopped the privatization of Hydro One?

Thanks,

Alex

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Read Answer Asked by Alex on May 05, 2016

• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.02B
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• Premier American Uranium Inc. (PUR $1.16)
  • $1.16 Cap: $38M
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Q: Both of these companies had a major pop on Wednesday. Can't see why, can you?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 05, 2016

• Miscellaneous (MISC)
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Q: when are you on bnn on friday the 1 pm or 6 pm show. dave

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Read Answer Asked by david on May 04, 2016

• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: I have a full position in ENF and it has dropped 5.5% since the end of March. Any reason? Or is it time to trim? sell?

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Read Answer Asked by Edward on May 04, 2016