Investment Q&A

• Fortis Inc. (FTS $73.39)
  • $73.39 P/E (TTM): 21.13X Cap: $37.09B
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Q: What would you recommend as fixed income alternative?
Thanks
Jean

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Read Answer Asked by Sherrill on April 28, 2016

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: May I have your thoughts on RNW's Q1 earnings? Thank you.

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Read Answer Asked by Brian on April 28, 2016

• DirectCash Payments Inc. (DCI $19.00)
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Q: what do you think directcash at this time?

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Read Answer Asked by jim on April 28, 2016

• Diversified Royalty Corp. (DIV $4.03)
  • $4.03 P/E (TTM): 23.76X Cap: $687M
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Q: Hello,

Wondering if you can give your overall thoughts on this company, touch on the debt levels / payout ratio, and if possible comment on how they may plan to "diversify out of Alberta".

Thank you for your service,

Jim

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Read Answer Asked by Jim on April 28, 2016

• Bank of Nova Scotia (The) (BNS $105.29)
  • $105.29 P/E (TTM): 25.63X Cap: $130.72B
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• BCE Inc. (BCE $34.72)
  • $34.72 P/E (TTM): 5.14X Cap: $31.93B
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Q: With today's low interest rates, what would you recommend to retirees to achieve a relatively low risk 5% return? I really appreciate your service.
Thanks,

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Read Answer Asked by Hans on April 28, 2016

• Gamehost Inc. (GH $11.90)
  • $11.90 P/E (TTM): 11.75X Cap: $246M
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• Clarke Inc. (CKI $21.69)
  • $21.69 P/E (TTM): 8.6X Cap: $296M
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• DIRTT Environmental Solutions Ltd. (DRT $0.83)
  • $0.83 Cap: $157M
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Q: what are your thoughts on these companies? can you please rank them in terms of upside potential and downside risk?

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Read Answer Asked by steven on April 28, 2016

• Charles Schwab Corporation (The) (SCHW $107.21)
  • $107.21 P/E (TTM): 24.61X Cap: $186.72B
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Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)

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Read Answer Asked by Tom on April 28, 2016

• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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Q: Re Q by David today,I am in same line.On 4/26 Royal Bank reduced the target price to $68 from $70.Is this material?My simple opinion is the fall is partly due to rotation out of a strong performer,who has grown by acqistions

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Read Answer Asked by Peter on April 27, 2016

• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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Q: i am reading all your answers to couche tard questions as the stock gets hammered day after day, i have added a few hundred shares each day as it keeps dropping, now own 4000 shares. my question is could there possibly be something else going on other than the 2 class of shares-- the price of oil, the cdn. dollar etc etc. some downgrades somewhere i have not seen, i agree with you it makes no sense but maybe we are all missing something. dave

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Read Answer Asked by david on April 27, 2016

• iShares S&P/TSX Capped REIT Index ETF (XRE $16.33)
  • $16.33 P/E (TTM): 12.81X Cap: $1.11B
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• Vanguard FTSE Canadian Capped REIT Index ETF (VRE $33.39)
  • $33.39 P/E (TTM): 55.99X Cap: $292M
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Q: Given that these two ETFs have almost exactly the same holdings and similar MERs why does XRE have a 5.3% distribution yield and VRE have a 2.45% distribution yield?

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Read Answer Asked by Tim on April 27, 2016

• Guardian Capital Group Limited (GCG $67.30)
  • $67.30 P/E (TTM): 8.86X Cap: $1.65B
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Q: I would appreciate your opinion of Guardian Capital as a medium- to long-term investment at current prices.

Thanks!

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Read Answer Asked by Gregory on April 27, 2016

• Bank of Nova Scotia (The) (BNS $105.29)
  • $105.29 P/E (TTM): 25.63X Cap: $130.72B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $179.31)
  • $179.31 P/E (TTM): 16.11X Cap: $11.21B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X
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• Kinaxis Inc. (KXS $126.50)
  • $126.50 P/E (TTM): 75.68X Cap: $3.54B
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• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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• Premium Brands Holdings Corporation (PBH $101.12)
  • $101.12 P/E (TTM): 68.2X Cap: $4.47B
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X
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Q: Hi Peter,Ryan et al. My daughter age 32 has $32K to invest in her TFSA. My initial thought was a half position in CAO and KXS along with full positions in BNS. ATD.B CTC.A,PBH,
and HCG. Any suggestions and comments would be appreciated for at least a 3 year time frame.
Thanks in advance.
David

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Read Answer Asked by David on April 27, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $41.96)
  • $41.96 Cap: $27.37B
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Q: Can you give me an idea which one of these 3 stocks you would prefer for an entry in the renewable energy area. RNW has a higher dividend but BLX seems to have a more consistent return. Your view would be appreciated. Tnx

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Read Answer Asked by Jacques on April 27, 2016

• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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Q: wondering if you can comment on the investment merits of atd'b . Also -are you concerned about general drop off of automobile usage thru uber ,ride sharing etc . in the future..how this these events would affect atd's business plans overall

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Read Answer Asked by Kim on April 27, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.77)
  • $13.77 P/E (TTM): 6.96X Cap: $1.05B
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• BMO Covered Call Canadian Banks ETF (ZWB $25.99)
  • $25.99 P/E (TTM): 11.7X
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• BMO Laddered Preferred Share Index ETF (ZPR $12.34)
  • $12.34 P/E (TTM): 5.91X Cap: $1.47B
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Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.

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Read Answer Asked by Tim on April 27, 2016

• Aimia Inc. (AIM $3.18)
  • $3.18 Cap: $288M
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Q: Good morning 5i, in reference to Judy's question which of the preferreds (A, B or C) would make the best investment for income and what weighting would you consider safe? Thank you

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Read Answer Asked by Alayne on April 27, 2016

• Quarterhill Inc. (QTRH $0.95)
  • $0.95 Cap: $111M
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Q: Could you please comment on WIN financials just released.

thank you

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Read Answer Asked on April 27, 2016

• Miscellaneous (MISC)
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Q: Hi, could 5i include a "Suggested Portfolio Weighting" comment in your stock reports? Even ranges such as "minimum", "recommended", "overweight" would be helpful. This would provide guidance for holdings that are not included in your model portfolios but covered by 5i.

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Read Answer Asked by Gooding on April 26, 2016

• AltaGas Ltd. (ALA $42.19)
  • $42.19 P/E (TTM): 16.75X Cap: $12.64B
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Q: Just curious, on 21 Apr, I asked if this is a good time to add to ALA on a 3% position and your answer was "Not weak enough to sell, not strong enough to add to an already 3% position"

Since then, it dropped ~2% before the rise today, your answer to Jim's question this morning is fine to add. Wondering if something changed or just a difference between our portfolio weighting.

Thanks

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Read Answer Asked by Steve on April 26, 2016

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X
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Q: Could I have your view on this company? Is the monthly dividend sustainable as it is quite high. Tnx

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Read Answer Asked by Jacques on April 26, 2016