Investment Q&A

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.36)
  • $15.36 P/E (TTM): 82.74X Cap: $1.49B
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Q: With global expansion ripening, can I get your thoughts on a GOOS position in a growth portfolio.

thanks

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Read Answer Asked by Graham on May 12, 2017

• iA Financial Corporation Inc. (IAG $149.00)
  • $149.00 P/E (TTM): 12.97X Cap: $13.82B
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Q: Can you please comments on IAG earnings.

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Read Answer Asked by Hector on May 12, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please comment on results of KWH.UN .Thanks for u usual great services & opinion

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Read Answer Asked by Peter on May 12, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $33.56)
  • $33.56 Cap: $22.07B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.15)
  • $41.15 P/E (TTM): 1011.54X Cap: $26.94B
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Q: You have indicated a recent buying preference of BIP over BE. I notice that the analysts predict a 10% price reduction for BIP in 2017 but stable for BEP. Does this affect your preference?

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Read Answer Asked by Carl on May 12, 2017

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.65)
  • $38.65 P/E (TTM): 5.71X Cap: $1B
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Q: I was up 4% owning it for only 5 months until yesterday.One stock dropped 63% causing cdz to drop 3%.
Is the etf allowed to sell this company now?

Will this affect the other stocks in the ETF.(I own 2 of them.)

Should I sell or stick with this ETF. It was one of your suggestions.

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Read Answer Asked by Kim on May 12, 2017

• High Liner Foods Incorporated (HLF $16.15)
  • $16.15 P/E (TTM): 6.21X Cap: $468M
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Q: What do you think of Highliners recent results?

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Read Answer Asked by Douglas on May 12, 2017

• Miscellaneous (MISC)
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Q: Is there a way to easily find free cash flow? What metrics do you like to focus on ?

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Read Answer Asked by Mark on May 12, 2017

• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: please comment on their latest results? Should I be concerned about the trend of earnings? please...and thank you

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Read Answer Asked by adam on May 12, 2017

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $145.14B
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Q: do you have any commentary on ENB recent earnings results

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Read Answer Asked by Stephen on May 12, 2017

• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 63.56X Cap: $622M
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Q: GUD. Should my entry point of 10.15 be breached, should I remain in, and hope for the best ?

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Read Answer Asked by Serge on May 12, 2017

• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73.55B
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• Pembina Pipeline Corporation (PPL $50.71)
  • $50.71 P/E (TTM): 16.05X Cap: $29.45B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: I am considering adding TRP for diversity as a third holding to IPL and PPL which I already hold, despite the lower yield. Do you agree with this choice or do you suggest something else in pipelines.

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Read Answer Asked by Carl on May 12, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: In a diversified portfolio would you endorse a full position in ITC or wait?

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Read Answer Asked by Ozzie on May 12, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• NFI Group Inc. (NFI $19.18)
  • $19.18 Cap: $2.28B
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• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.49B
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• Premier American Uranium Inc. (PUR $1.09)
  • $1.09 Cap: $36M
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Q: Looking to add 4 positions for growth. I have high energy exposure but can add to all other sectors. High risk tolerance. Long term time horizon. Recommendations?

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Read Answer Asked by Chris on May 12, 2017

• Canadian National Railway Company (CNR $128.08)
  • $128.08 P/E (TTM): 17.81X Cap: $79.94B
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• Canadian Pacific Kansas City Limited (CP $102.03)
  • $102.03 P/E (TTM): 23.0X Cap: $94.93B
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• WSP Global Inc. (WSP $279.17)
  • $279.17 P/E (TTM): 46.04X Cap: $36.43B
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• Stantec Inc. (STN $146.81)
  • $146.81 P/E (TTM): 44.87X Cap: $16.74B
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• Magna International Inc. (MG $61.77)
  • $61.77 P/E (TTM): 10.35X Cap: $17.40B
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• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 9.64X Cap: $256M
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.

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Read Answer Asked by Terry on May 12, 2017

• Stantec Inc. (STN $146.81)
  • $146.81 P/E (TTM): 44.87X Cap: $16.74B
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Q: I am a 30yr old mostly growth investor. I realize after Stantec's latest earnings you are basically endorsing a hold, but i am curious as i hold WSP(5%)and STN(4%) with a 16% Industrial weighting, would you let the name go. I am fine holding but i'm just not sure i am adding anything by keeping it at this point. Second, if you let it go which option would you choose: Add to PUR making it a full position, add to BAD making it a full position, or add to ZZZ making it a full position. Portfolio is mostly diversified across all sectors.

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Read Answer Asked by justin on May 12, 2017

• Aimia Inc. (AIM $3.18)
  • $3.18 Cap: $301M
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Q: Hi, I would not touch the common stock after the announcement about Air Canada but I see that the company has a bond maturing in May 2019 so about 1 year before the air canada contract expires. It currently trades at 95$. Before the announcement they traded at a premium, around 103$. Is this a good opportunity or am I missing something ? Thanks!!

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Read Answer Asked by Mario on May 12, 2017

• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.49B
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Q: Can you please comment on Savaria's earnings? Thank you

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Read Answer Asked by Brian on May 12, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $23.12)
  • $23.12 P/E (TTM): 19.34X Cap: $2.34B
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Q: Can you please comment on Spin Master's earnings? Thank you

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Read Answer Asked by Brian on May 12, 2017

• Aimia Inc. (AIM $3.18)
  • $3.18 Cap: $301M
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Q: AIM.PR.C - you seem to indicate the prefs. are a sell but not the commons.
A(i)m I correct and if so wonder why? Do you think it is probable that the pref. dividend will be cut?
Thanks

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Read Answer Asked by David on May 12, 2017

• Lithium X Energy Corp (LIX $2.57)
  • $2.57 Cap: $243M
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Q: Can you comment on their announcement today. Positive or negative and would one get more leverage to the resource by selling lix and buying pure?

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Read Answer Asked by Todd on May 11, 2017