Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $11.93)
  • $11.93 Cap: $3.28B
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• Artis Real Estate Investment Trust (AX.UN $7.28)
  • $7.28 Cap: $703M
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• Chartwell Retirement Residences (CSH.UN $18.22)
  • $18.22 P/E (TTM): 87.62X Cap: $5.30B
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• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: Hi 5i team,
This REIT's share price fell almost 4% after the financials release on friday. As I believe eastern Canada will do well over the next few years, would you recommend it at this price, or could you propose better alternatives ?

Much thanks

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Read Answer Asked by Sam on August 08, 2016

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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Q: Ebix has been a company you've previously mentioned is a good US company to be involved with. Been a long time holder of the company and just wanted a "health" check up on the company and what you're opinion of the most recent quarter released earlier today.

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Read Answer Asked by Eugene on August 08, 2016

• Visa Inc. (V $345.49)
  • $345.49 P/E (TTM): 32.88X Cap: $670.23B
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• Royal Bank of Canada (RY $188.61)
  • $188.61 P/E (TTM): 20.08X Cap: $265.85B
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Q: Currently hold RY (4.5%) and V (3%). I want to bring my total financial holdings to 15%. Please recommend two companies that would complement the list. Thanks.

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Read Answer Asked by Charles on August 08, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.73)
  • $6.73 P/E (TTM): 21.9X Cap: $719M
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Q: Can you please comment on Fiera's earnings?
Thank you

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Read Answer Asked by Marty on August 08, 2016

• Chartwell Retirement Residences (CSH.UN $18.22)
  • $18.22 P/E (TTM): 87.62X Cap: $5.30B
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Q: I have $20,000 to invest in a good, steady dividend paying reit with some chance of growth. Other reits we own are MST.UN and AAR.UN. Recommendations, please! - Ted

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Read Answer Asked by Edward on August 08, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.15)
  • $80.15 P/E (TTM): 16.1X Cap: $14.07B
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• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: CCl.b versus ITP. Which would you prefer. Thanks

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Read Answer Asked by Ron on August 08, 2016

• Bird Construction Inc. (BDT $25.44)
  • $25.44 P/E (TTM): 16.66X Cap: $1.66B
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Q: Yikes ! Most all of my profits on this recent purchase gone in one day - Friday Aug 5th. Were the results that bad? Would love your view, Peter

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Read Answer Asked by Nancy on August 08, 2016

• WestJet Airlines Ltd. variable voting and common voting shares (WJA $30.99)
  • $30.99 P/E (TTM): 16.8X Cap: $3.58B
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Q: Westjet now has the first discount airline entering the Canadian marketplace with a continued dark outlook for their core routes (Alberta). What are your near term (3-6 month) and longer term (1-2+ years) thoughts on the stock price/valuation? Any and all insight is welcomed.

Thank you for all your great work this year, it has been an exciting one!

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Read Answer Asked by Will on August 08, 2016

• Mountain Province Diamonds Inc. (MPVD $0.05)
  • $0.05 Cap: $10M
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Q: mpv diamonds seem to have the mine completed on time & under budget. The shares price is down by more than 10% in two days. I am holding these stocks for the dividend of 1 $ per year. Do you see any problem & if so what?

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Read Answer Asked by charlie on August 08, 2016

• NVIDIA Corporation (NVDA $182.02)
  • $182.02 P/E (TTM): 59.08X Cap: $4.44T
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Q: I was hoping to buy more NVDA, but it keeps going up!! Is it getting too expensive? Any other ideas of US upwardly mobile stocks in any sector?

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Read Answer Asked by Elaine or Gerry on August 08, 2016

• Galway Metals Inc. (GWM $0.43)
  • $0.43 Cap: $46M
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Q: GWM- What are your views on this company? It has had a significant jump following news of a takeover of a gold mine in New Brunswick. Thanks Ted

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Read Answer Asked by Ted on August 08, 2016

• Miscellaneous (MISC)
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Q: Just a comment... I've finally figured out how to view your entire segment on BNN... You may want to share with others (esp people like me who are really annoyed at the short segment/repeative ads format). I've gone to BNN.ca, clicked on videos, did a search on "Peter Hodson" and was given a number of videos - the length (time) of each video is listed in the bottom right hand portion of the screen --- look for length of about 46 minutes.
PS. Love what you do, and have increased my "wealth" for it!

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Read Answer Asked by Brenda on August 08, 2016

• NFI Group Inc. (NFI $19.18)
  • $19.18 Cap: $2.28B
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Q: With reference to revenue mix by country, how would you assess the significance of CAD vs USD to the bottom line for NFI.
thanks

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Read Answer Asked by DOUGLAS on August 08, 2016

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.47)
  • $166.47 P/E (TTM): 15.99X Cap: $9B
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• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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Q: I'd be interested to have your opinion of these two companies. Thanks very much.

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Read Answer Asked by christianne on August 08, 2016

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi 5i

Kindly comment on Kirkland Lake's recent results.

Cheers,
Bryan

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Read Answer Asked by Bryan on August 08, 2016

• Cimpress plc (CMPR $60.16)
  • $60.16 P/E (TTM): 10.07X Cap: $1.43B
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Q: I realize that this is outside of your core coverage, but I'm wondering if you could provide an opinion on Cimpress on the Nasdaq?

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Read Answer Asked by Brian on August 08, 2016

• Global X Lithium & Battery Tech ETF (LIT $45.34)
  • $45.34 P/E (TTM): 122.7X Cap: $1.02B
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Q: Would (lit) be a good play for small holding in lithium rather than stock. Going forward AAV what is your take on their recent report,seems like good to hold for a while and also CEU acquisition will it help for future as I am down about 1.50 a share.Tks 5I

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Read Answer Asked by Guy on August 08, 2016

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.72)
  • $16.72 Cap: $825M
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Q: Hello,

In a previous answer you mentioned that the distribution for CBO, for tax purposes should be treated as interest income. Is the same true for XHY? I checked on Blackrock site but could not find tax related info.

Thank you

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Read Answer Asked by Marios on August 08, 2016

• BMO US High Dividend Covered Call ETF (ZWH $24.08)
  • $24.08 P/E (TTM): 50.23X Cap: $1.06B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.82)
  • $98.82 Cap: $2.11B
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Q: Hello Peter, Ryan & 5i Team

I'm looking to bulk up my US exposure, specifically US$ income rather than growth names. Would you favour ETFs or a small set of individual companies for this purpose (any suggestions of either? Thank you)

As always, thank you for your insights and wisdom.

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Read Answer Asked by mike on August 08, 2016

• Miscellaneous (MISC)
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Q: I noticed Martin Ferguson is no longer at Mawer. Any idea why he is gone? The new guy has drastically reduced the Constellation Software position.

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Read Answer Asked by Brad on August 08, 2016