Investment Q&A

• Premium Brands Holdings Corporation (PBH $105.79)
  • $105.79 P/E (TTM): 71.52X Cap: $4.69B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.46)
  • $19.46 P/E (TTM): 26.34X Cap: $1.98B
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Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• Bank of Nova Scotia (The) (BNS $104.52)
  • $104.52 P/E (TTM): 25.98X Cap: $131.29B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
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• AltaGas Ltd. (ALA $45.22)
  • $45.22 P/E (TTM): 17.93X Cap: $13.53B
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• Algonquin Power & Utilities Corp. (AQN $9.23)
  • $9.23 Cap: $7.02B
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• Capital Power Corporation (CPX $62.97)
  • $62.97 P/E (TTM): 22.31X Cap: $9.92B
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• Chartwell Retirement Residences (CSH.UN $22.21)
  • $22.21 P/E (TTM): 99.45X Cap: $6.65B
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• Enerflex Ltd. (EFX $26.48)
  • $26.48 P/E (TTM): 17.85X Cap: $3.24B
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• Exchange Income Corporation (EIF $99.80)
  • $99.80 P/E (TTM): 37.61X Cap: $5.51B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $6.01)
  • $6.01 Cap: $1.48B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.25)
  • $105.25 Cap: $2.33B
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $24.69)
  • $24.69 P/E (TTM): 8.08X Cap: $565M
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• True North Commercial (TNTUN)
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
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Q: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.

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Read Answer Asked by Roy on March 14, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $90.53)
  • $90.53 P/E (TTM): 18.8X Cap: $14.94B
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• Winpak Ltd. (WPK $50.25)
  • $50.25 P/E (TTM): 17.19X Cap: $3.15B
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Q: Which would you prefer at this time and why? Thanks.

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Read Answer Asked by Michael on March 14, 2019

Q: Please clarify your recent mail out regarding a Market update and PORTFOLIO CHANGES. I did not see any portfolio changes in the email.

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Read Answer Asked by Marty on March 13, 2019

• HEXO Corp. (HEXO $0.88)
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Q: Hi just wondering with the news today would you sell buy or hold it is at what I bought it for now 7.94

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Read Answer Asked by Jo-Anne on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $70.16)
  • $70.16 P/E (TTM): 29.45X Cap: $2.46B
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Q: Could I have your views on the latest earnings for this company. Would this company be a buy at this time, even though it is closely tied to the oil patch?

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Read Answer Asked by Jacques on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $70.16)
  • $70.16 P/E (TTM): 29.45X Cap: $2.46B
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Q: Can you please comment on the earnings from Badger.
In light of the pop on the stock today, would you consider
it expensive now?

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Read Answer Asked by James on March 13, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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Q: You have mentioned strong earnings growth expected from GC however in the company section earnings are estimated at $2.43 in 2020 compared to $3.14 in 2019. Do you have some other numbers that you are expecting?
Thanks
Mike

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Read Answer Asked by michael on March 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.69)
  • $159.69 P/E (TTM): 136.93X Cap: $225.46B
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Q: I notice in a recent question regarding your picks between GC, CSU, SHOP, you left SHOP out of your top choices? Why? I own a lot of it - about 4%.

"Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Asked by Karim on March 13, 2019
5I RESEARCH ANSWER:
ATD.B, GC, CSU,

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Read Answer Asked by Graeme on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN $9.23)
  • $9.23 Cap: $7.02B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.83)
  • $37.83 P/E (TTM): 29.93X Cap: $5.84B
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Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

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Read Answer Asked by Pat on March 13, 2019

• NFI Group Inc. (NFI $18.12)
  • $18.12 Cap: $2.18B
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Q: I wished I'd asked this a couple weeks ago when I first came across this. NFI profile on 5i and TMX Money shows EPS last 12 months as $4.00. The company numbers are $2.75, y/e 2017=$3.06 and y/e 2016 $2.10. Can you shed any light on this discrepancy?
Expected EPS today I have $0.85. What do you have?

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Read Answer Asked by KEITH on March 13, 2019

• Fortis Inc. (FTS $78.15)
  • $78.15 P/E (TTM): 22.06X Cap: $39.06B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.23)
  • $48.23 P/E (TTM): 23.04X Cap: $12.78B
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• Emera Incorporated (EMA $69.88)
  • $69.88 P/E (TTM): 18.96X Cap: $21.10B
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• Algonquin Power & Utilities Corp. (AQN $9.23)
  • $9.23 Cap: $7.02B
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Q: Can I get your take on CU? How would you compare it to EMA, AQN and FTS?

Thank you

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Read Answer Asked by Alex on March 13, 2019

Q: I have a small position in AT and wonder if their recent quarterly results warrants increasing my position.

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Read Answer Asked by rick on March 13, 2019

• FirstService Corporation (FSV $209.25)
  • $209.25 P/E (TTM): 52.0X Cap: $9.74B
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Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

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Read Answer Asked by Keith on March 13, 2019

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $54.40)
  • $54.40 P/E (TTM): 15.11X Cap: $12.23B
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Q: Your comments, please, on QBR.B's results. Why is the share price down this morning? Buy, hold, or sell?

Thank you,

Walter

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Read Answer Asked by Kurt W on March 13, 2019

• Viemed Healthcare Inc. (VMD $8.18)
  • $8.18 P/E (TTM): 24.97X Cap: $313M
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Q: This is the second time in less then 6 months with negative news regarding government pricing stuff! it does create uncertainty.

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Read Answer Asked by fwb181 on March 13, 2019

• Constellation Software Inc. (CSU $2,421.42)
  • $2,421.42 P/E (TTM): 58.29X Cap: $52.69B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Alimentation Couche-Tard Inc. (ATD $85.05)
  • $85.05 P/E (TTM): 22.45X Cap: $77.57B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.69)
  • $159.69 P/E (TTM): 136.93X Cap: $225.46B
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• goeasy Ltd. (GSY $108.12)
  • $108.12 P/E (TTM): 8.55X Cap: $1.88B
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Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

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Read Answer Asked by Karim on March 13, 2019

• BMO Low Volatility US Equity ETF (ZLU $62.74)
  • $62.74 P/E (TTM): 21.34X Cap: $2.39B
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• BMO US High Dividend Covered Call ETF (ZWH $25.59)
  • $25.59 P/E (TTM): 18.85X Cap: $1.08B
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Q: I have a very good gain this year and my technical are telling me we will be probably in a sideways or slightly down market until the fall and I am looking at a combination of zwh and zlu to put the harvested gains. my question is where they fit in my portfolio either in a registered account or non registered acct. if you could help me with this small problem it would be appreciated. thanks for the great service...gene-

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Read Answer Asked by gene on March 13, 2019

• NFI Group Inc. (NFI $18.12)
  • $18.12 Cap: $2.18B
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Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

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Read Answer Asked by Phil on March 13, 2019

• iShares Diversified Monthly Income ETF (XTR $12.13)
  • $12.13 P/E (TTM): 17.93X Cap: $372M
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• Harvest Brand Leaders Plus Income ETF (HBF $10.44)
  • $10.44 P/E (TTM): 22.18X Cap: $524M
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Q: I hold HBF in a non registered account 5%. Based on total return I’m barely above water. It’s good for income , 7%, . I’ve been investing mainly in quality dividend stocks and have done quite well on dividend income and growth. Mainly investing in CO’s that have a history of increasing dividends, aristocratic family. This is the only etf in the portfolio. Any suggestions as to a replacement?

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Read Answer Asked by Roy on March 13, 2019