Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.67)
  • $81.67 P/E (TTM): 17.33X Cap: $14.63B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.51)
  • $18.51 Cap: $2.20B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• BRP Inc. Subordinate Voting Shares (DOO $79.61)
  • $79.61 Cap: $5.82B
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• Magna International Inc. (MG $64.03)
  • $64.03 P/E (TTM): 10.86X Cap: $18.04B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 20.15X Cap: $2.36B
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Q: I need to sell some of my consumer cyclicals for portfolio balancing
I hold BYD.N, DOO, CCL.B, MG, NFI, TOY, TSGI
In what order would you suggest I sell them in and why.
Is there one that is not on this list that I should be holding?
Thanks

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Read Answer Asked by Marco on May 09, 2019

• Premier Gold Mines Limited (PG $2.96)
  • $2.96 Cap: $702M
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Q: Could you comment on Premier Golds latest results.

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Read Answer Asked by David on May 09, 2019

• TEGNA Inc (TGNA $21.28)
  • $21.28 P/E (TTM): 7.61X Cap: $3.37B
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Q: Tegna has been recommended to me and, given that it is a company that I know very little about, I was wondering if you could give me your thoughts on it and whether you think it would be good for up to a half position in a portfolio for a 3 to 5 year hold.

Thanks.

Upvote 1

Read Answer Asked by Brian on May 09, 2019

• Alvopetro Energy Ltd. (ALV $5.74)
  • $5.74 P/E (TTM): 6.99X Cap: $210M
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Q: any hope for this co. thanks

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Read Answer Asked by earl on May 09, 2019

• KP Tissue Inc. (KPT $9.49)
  • $9.49 P/E (TTM): 31.63X Cap: $94M
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Q: What has happened to the fundamentals of this company?
I am holding at a significant loss placating myself with the dividends I receive?
Is there any reason for optimism ?

Upvote 0

Read Answer Asked by Paul on May 09, 2019

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• Intel Corporation (INTC $24.55)
  • $24.55 Cap: $107.45B
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
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Q: Hi, could you name a few Artificial Intelligence stocks in Canada and the USA that have potential in the future to offer good growth?

Thanks Kim

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Read Answer Asked by Kimbeley on May 09, 2019

• Enghouse Systems Limited (ENGH $22.61)
  • $22.61 P/E (TTM): 16.04X Cap: $1.24B
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Q: Hi Peter, looking into buying ENGH. Is it a good entry point. ? Thanks. Alnoor

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Read Answer Asked by Alnoor on May 09, 2019

Q: Can you comment on the prospects for this Driscoll family vehicle? FXC

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Read Answer Asked by Kim on May 09, 2019

• Northland Power Inc. (NPI $22.28)
  • $22.28 Cap: $5.82B
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Q: 4:17 PM 5/8/2019
Your 5i profile on NPI shows Debt/Equity of 9.22 and Morningstar gives a comparable figure of D/E of 8.96. These figures are a world ahead over, for example, Enbridge [1.05 and 0.93 respectfully], and PPL [0.63 and 0.53], and RY [0.12 and 0.49] and CSH.UN [2.31 and 2.32].

These figures suggest that NPI has staggering debt. Can you resolve this issue.

I do not want to invest in companies overburdened with unmanageable debt yet you still recommend NPI over AQN [answer to Morgan may 8th] which has D/E of "only" 1.11 and 1.05 from 5i and Morningstar respectively.
Thank you............. Paul K

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Read Answer Asked by Paul on May 09, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $164.43)
  • $164.43 P/E (TTM): 27.02X Cap: $16.10B
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Q: Team,
What do you think about Bombardier? Is it a good stock to buy for a trade.?
I know they have about 9.5B in debt and lots of it is coming due in 2020. But given that they have the support of the government and the Quebec pension fund already invested 2.5B, it seems to be okay for a trade.!
Thank You

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Read Answer Asked by Marinos on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 20.15X Cap: $2.36B
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Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

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Read Answer Asked by Darcy on May 09, 2019

• Cipher Pharmaceuticals Inc. (CPH $15.17)
  • $15.17 P/E (TTM): 23.83X Cap: $385M
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Q: I was watching James Hodgins on Market Call last week and he mentioned that he is "restricted on the name and cant talk about it too much". What can be possible reasons for this? Thank you.

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Read Answer Asked by Manoj on May 09, 2019

• EnWave Corporation (ENW.WT $0.01)
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Q: ENW has been doing well, but ENW.WT has been doing much better. Two questions: what rights does a warrant give the owner? And why is the warrant doing so much better than the common stock? Thank you.

Walter

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Read Answer Asked by Walter on May 09, 2019

• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.9X Cap: $45.76B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 20.15X Cap: $2.36B
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• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $807M
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Q: Please comment on earnings, and if you would add to a position in any of the three?

Thanks

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Read Answer Asked by Ken on May 09, 2019

Q: I need to add utilities for portfolio balancing
I hold BEP.UN
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine. Or should I top up BEP.UN?
10 year hold. Medium risk
Thanks

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Read Answer Asked by Marco on May 09, 2019

• Finning International Inc. (FTT $56.20)
  • $56.20 P/E (TTM): 12.18X Cap: $7.45B
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Q: How were the Finning International ( FTT ) earnings?
Is this the right time to jump in for a long term investment?

Thank you!
Nick

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Read Answer Asked by Nick on May 09, 2019

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
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Q: Peter and His Wonder Team
In light of this Quarter Report how would you rate this company...a sell, a hold or a contrarian buy?

Upvote 0

Read Answer Asked by Ernest on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 20.15X Cap: $2.36B
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• Atlassian Corporation (TEAM $168.67)
  • $168.67 Cap: $44.24B
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• Zoom Communications Inc. (ZM $81.35)
  • $81.35 P/E (TTM): 24.77X Cap: $24.34B
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Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.

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Read Answer Asked by Lai Kuen on May 09, 2019

Q: I need to add Financial Services for portfolio balancing
I hold BNS, ECN, SLF
What top 3 would you suggest in order, with what weight and why. Any geographical region is fine.
Or should I top up what I already hold? In what order?
Would you sell ECN to top off the others?
10 year hold. Medium risk
Thanks

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Read Answer Asked by Marco on May 09, 2019

• Loblaw Companies Limited (L $56.76)
  • $56.76 P/E (TTM): 7.03X Cap: $67.48B
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• George Weston Limited (WN $88.41)
  • $88.41 P/E (TTM): 11.29X Cap: $34.03B
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• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.6X Cap: $65.98B
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• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
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Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert

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Read Answer Asked by Robert on May 09, 2019