Investment Q&A

• Premium Brands Holdings Corporation (PBH $100.83)
  • $100.83 P/E (TTM): 69.01X Cap: $4.50B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Spin Master Corp. Subordinate Voting Shares (TOY $18.58)
  • $18.58 P/E (TTM): 25.16X Cap: $1.87B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

Upvote 0

Read Answer Asked by Alnoor on March 14, 2019

• Bank of Nova Scotia (The) (BNS $101.53)
  • $101.53 P/E (TTM): 24.68X Cap: $125.16B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
  • View IPL Profile
  • View Questions on IPL
• AltaGas Ltd. (ALA $46.72)
  • $46.72 P/E (TTM): 18.88X Cap: $13.99B
  • View ALA Profile
  • View Questions on ALA
• Algonquin Power & Utilities Corp. (AQN $9.52)
  • $9.52 Cap: $7.31B
  • View AQN Profile
  • View Questions on AQN
• Capital Power Corporation (CPX $61.53)
  • $61.53 P/E (TTM): 21.91X Cap: $9.57B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Chartwell Retirement Residences (CSH.UN $21.58)
  • $21.58 P/E (TTM): 109.25X Cap: $6.86B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Enerflex Ltd. (EFX $30.89)
  • $30.89 P/E (TTM): 43.86X Cap: $3.76B
  • View EFX Profile
  • View Questions on EFX
• Exchange Income Corporation (EIF $102.95)
  • $102.95 P/E (TTM): 34.98X Cap: $5.77B
  • View EIF Profile
  • View Questions on EIF
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.88)
  • $5.88 P/E (TTM): 20.07X Cap: $1.46B
  • View NWH.UN Profile
  • View Questions on NWH.UN
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.75)
  • $104.75 Cap: $2.32B
  • View VGG Profile
  • View Questions on VGG
• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.81)
  • $23.81 P/E (TTM): 8.06X Cap: $557M
  • View CHR Profile
  • View Questions on CHR
• True North Commercial (TNTUN)
  • View TNTUN Profile
  • View Questions on TNTUN
• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • View ECN.PR.A Profile
  • View Questions on ECN.PR.A

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.

Upvote 0

Read Answer Asked by Roy on March 14, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $91.73)
  • $91.73 P/E (TTM): 18.92X Cap: $14.94B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Winpak Ltd. (WPK $47.31)
  • $47.31 P/E (TTM): 15.49X Cap: $2.77B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK

Q: Which would you prefer at this time and why? Thanks.

Upvote 0

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.

Upvote 0

Read Answer Asked by Marty on March 13, 2019

• HEXO Corp. (HEXO $0.88)
  • View HEXO Profile
  • View Questions on HEXO

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

Upvote 0

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

• Badger Infrastructure Solutions Ltd. (BDGI $71.92)
  • $71.92 P/E (TTM): 29.86X Cap: $2.42B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

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?

Upvote 0

Read Answer Asked by Jacques on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $71.92)
  • $71.92 P/E (TTM): 29.86X Cap: $2.42B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

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?

Upvote 0

Read Answer Asked by James on March 13, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

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

Upvote 0

Read Answer Asked by michael on March 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.75)
  • $176.75 P/E (TTM): 132.0X Cap: $230.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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,

Upvote 0

Read Answer Asked by Graeme on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN $9.52)
  • $9.52 Cap: $7.31B
  • View AQN Profile
  • View Questions on AQN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.75)
  • $37.75 P/E (TTM): 29.59X Cap: $5.80B
  • View CAR.UN Profile
  • View Questions on CAR.UN

Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

Upvote 0

Read Answer Asked by Pat on March 13, 2019

• NFI Group Inc. (NFI $16.81)
  • $16.81 Cap: $2B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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?

Upvote 0

Read Answer Asked by KEITH on March 13, 2019

• Fortis Inc. (FTS $78.73)
  • $78.73 P/E (TTM): 22.46X Cap: $39.94B
  • View FTS Profile
  • View Questions on FTS
• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.95)
  • $47.95 P/E (TTM): 23.5X Cap: $13.04B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $71.05)
  • $71.05 P/E (TTM): 19.05X Cap: $21.52B
  • View EMA Profile
  • View Questions on EMA
• Algonquin Power & Utilities Corp. (AQN $9.52)
  • $9.52 Cap: $7.31B
  • View AQN Profile
  • View Questions on AQN

Q: Can I get your take on CU? How would you compare it to EMA, AQN and FTS?

Thank you

Upvote 0

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.

Upvote 0

Read Answer Asked by rick on March 13, 2019

• FirstService Corporation (FSV $205.51)
  • $205.51 P/E (TTM): 51.28X Cap: $9.44B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

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.

Upvote 0

Read Answer Asked by Keith on March 13, 2019

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $59.15)
  • $59.15 P/E (TTM): 9.41X Cap: $13.40B
  • View QBR.B Profile
  • View Questions on QBR.B

Q: Your comments, please, on QBR.B's results. Why is the share price down this morning? Buy, hold, or sell?

Thank you,

Walter

Upvote 0

Read Answer Asked by Kurt W on March 13, 2019

• Viemed Healthcare Inc. (VMD $9.08)
  • $9.08 P/E (TTM): 27.12X Cap: $345M
  • View VMD Profile
  • View Questions on VMD

Q: This is the second time in less then 6 months with negative news regarding government pricing stuff! it does create uncertainty.

Upvote 0

Read Answer Asked by fwb181 on March 13, 2019

• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 63.13X Cap: $56.17B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Alimentation Couche-Tard Inc. (ATD $82.77)
  • $82.77 P/E (TTM): 21.87X Cap: $76.62B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.75)
  • $176.75 P/E (TTM): 132.0X Cap: $230.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $110.24)
  • $110.24 P/E (TTM): 7.72X Cap: $1.77B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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

Upvote 0

Read Answer Asked by Karim on March 13, 2019

• BMO Low Volatility US Equity ETF (ZLU $63.12)
  • $63.12 P/E (TTM): 21.23X Cap: $2.31B
  • View ZLU Profile
  • View Questions on ZLU
• BMO US High Dividend Covered Call ETF (ZWH $25.52)
  • $25.52 P/E (TTM): 18.85X Cap: $1.07B
  • View ZWH Profile
  • View Questions on ZWH

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-

Upvote 0

Read Answer Asked by gene on March 13, 2019

• NFI Group Inc. (NFI $16.81)
  • $16.81 Cap: $2B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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

Upvote 0

Read Answer Asked by Phil on March 13, 2019

• iShares Diversified Monthly Income ETF (XTR $12.08)
  • $12.08 P/E (TTM): 18.58X Cap: $372M
  • View XTR Profile
  • View Questions on XTR
• Harvest Brand Leaders Plus Income ETF (HBF $10.47)
  • $10.47 P/E (TTM): 22.18X Cap: $520M
  • View HBF Profile
  • View Questions on HBF

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?

Upvote 0

Read Answer Asked by Roy on March 13, 2019