Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $10.56)
  • $10.56 Cap: $2.91B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Chartwell Retirement Residences (CSH.UN $21.94)
  • $21.94 P/E (TTM): 100.55X Cap: $6.72B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.41)
  • $13.41 Cap: $1.87B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Which 3 reit's would you recommend for a hold of several years?

Upvote 0

Read Answer Asked by William on August 09, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.22)
  • $173.22 P/E (TTM): 131.93X Cap: $221.19B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.

For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?

Upvote 0

Read Answer Asked by John on August 09, 2016

• Tucows Inc. (TC $24.97)
  • $24.97 Cap: $264M
  • View TC Profile
  • View Questions on TC

Q: Hello 5i, Tucows got a nice pop today, what do you think of the earnings release and risk / reward going forward?

THanks Kuldar

Upvote 0

Read Answer Asked by Kuldar on August 09, 2016

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
  • View IPL Profile
  • View Questions on IPL

Q: What do you think of this deal of Inter Pipeline to buy The William Companies a Canadian Natural Gas Midstream business, their given almost 4% discount on the deal? Thanks

Upvote 0

Read Answer Asked by OSCAR on August 09, 2016

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
  • View IPL Profile
  • View Questions on IPL

Q: Hi good deal or bad deal
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on August 09, 2016

• Vermilion Energy Inc. (VET $14.43)
  • $14.43 Cap: $2.21B
  • View VET Profile
  • View Questions on VET

Q: Hi today's results looked very encouraging .do you agree
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on August 09, 2016

Q: Now that Long run has just been delisted what next for
us poor few that still have a couple of shares??
Thanks

Upvote 0

Read Answer Asked by Bill on August 09, 2016

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR
• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Premium Brands Holdings Corporation (PBH $104.61)
  • $104.61 P/E (TTM): 70.99X Cap: $4.66B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• K-Bro Linen Inc. (KBL $36.00)
  • $36.00 P/E (TTM): 21.69X Cap: $467M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: I currently own Amaya and would like to sell and buy either CXR, KBL or PBH. How would you rank these 3 stocks for 2 year total return potential and why.

Upvote 0

Read Answer Asked by Sandy on August 09, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I found a PREFERRED SHARE listing put out by CIBC Wood Gundy that shows the yield, the price, the reset dates, and reset yields. I have found this very helpful but I don't believe it is a complete listing. I contacted BMO Investorline but their searches weren't helpful. Do you know a site where I can find this information. Thank you for your help.

Upvote 0

Read Answer Asked by judy on August 09, 2016

• AirBoss of America Corp. (BOS $5.52)
  • $5.52 Cap: $142M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Please comment on the current valuation of the company? At this time would you change any of the grades for the key metrics from the June 2015 Report Card?

Upvote 0

Read Answer Asked by Marc on August 09, 2016

• Northland Power Inc. (NPI $20.02)
  • $20.02 Cap: $5.17B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: I would like your opinion on Npi. Is it a sell or hold? Thank you.

Upvote 0

Read Answer Asked by John on August 09, 2016

• Premier American Uranium Inc. (PUR $0.84)
  • $0.84 Cap: $58M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: What did you think of Pur's earnings? Did they miss or beat estimates?

Upvote 0

Read Answer Asked by Carla on August 09, 2016

• Fortis Inc. (FTS $77.12)
  • $77.12 P/E (TTM): 22.11X Cap: $39.26B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $70.39)
  • $70.39 P/E (TTM): 18.86X Cap: $20.98B
  • View EMA Profile
  • View Questions on EMA
• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI

Q: What are your thoughts on the earnings of the above companies - Emera just bumped up their dividend by 10% and results looked good. Results were good for Fortis and Enercare also. All 3 have exposure to US.

I currently hold Enercare and am looking to add more weight for long term (20+ years) to utilities. Any recommendations ?

Upvote 0

Read Answer Asked by Mayur on August 09, 2016

• Emera Incorporated (EMA $70.39)
  • $70.39 P/E (TTM): 18.86X Cap: $20.98B
  • View EMA Profile
  • View Questions on EMA

Q: Could I please have your thoughts and analysis on Emera's 2nd quarter earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on August 09, 2016

Q: Hi.

Im curious questrade has lower commission fees and and dont charge buying etf, only when you sell. Do they have the same coverage with stocks and etf with other brokers? Im with TD and thinking to switch to questrade. Your opinion please.

Thanks, Sunday

Upvote 0

Read Answer Asked by sunday on August 09, 2016

• Dividend 15 Split Corp. Class A Shares (DFN $7.79)
  • $7.79 P/E (TTM): 10.96X Cap: $932M
  • View DFN Profile
  • View Questions on DFN

Q: How would you compare Dividend 15 Split (DFN) with Dividend Select 15 (DS)? Which, if any, would you prefer?

Upvote 0

Read Answer Asked by Douglas on August 08, 2016

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
  • View PTQ Profile
  • View Questions on PTQ

Q: re:patient home monitoring
well above average volume for the past few trading days...
substantial gain in stock price!
any idea or rumours you are aware of??
ed

Upvote 0

Read Answer Asked by edward on August 08, 2016

• Slyce (SLC)
  • View SLC Profile
  • View Questions on SLC

Q: Is there any hope for this stock, or should I just bail out and lick my wounds? Thanks1

Upvote 0

Read Answer Asked by Gregory on August 08, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Guys,
My Consumer Cyclical allocation is 29% of my portfolio, the companies are CCL.B 4%, DIS 3.5%, HD 3.5%, SBUX 3.5%, BYD.UN 2%, GIL 2%, AW.UN 2%, MG 2%, CGX 2%, DHX.B 1%, AYA 1%, BOS 1%, NFI 1%.
I am holding AYA until the sale of the company and the only stock which I am below water on is BOS. Looking forward to your advice.

thanks

Jim

Upvote 0

Read Answer Asked by jim on August 08, 2016

• Criteo S.A. (CRTO $17.54)
  • $17.54 P/E (TTM): 9.23X Cap: $975M
  • View CRTO Profile
  • View Questions on CRTO
• MIND Technology Inc. (MIND $8.17)
  • $8.17 P/E (TTM): 5.08X Cap: $74M
  • View MIND Profile
  • View Questions on MIND

Q: I would like your opinion of the following two companies. CRTO CriteoSA and MIND Mainstreet Capital. Your opinion of their investability, stability, growth, and all other criteria you deem important. Thank you.

Upvote 0

Read Answer Asked by Maureen on August 08, 2016