Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.23)
  • $129.23 P/E (TTM): 16.86X Cap: $28.64B
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• Constellation Software Inc. (CSU $4,200.12)
  • $4,200.12 P/E (TTM): 109.08X Cap: $93.60B
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• Kinaxis Inc. (KXS $181.56)
  • $181.56 P/E (TTM): 154.05X Cap: $5.18B
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Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie

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Read Answer Asked by Barrie on November 25, 2016

• Restaurant Brands International Inc. (QSR $89.28)
  • $89.28 P/E (TTM): 24.06X Cap: $39.95B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.43)
  • $79.43 P/E (TTM): 17.33X Cap: $13.47B
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• Winpak Ltd. (WPK $41.28)
  • $41.28 P/E (TTM): 13.35X Cap: $2.54B
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• Premium Brands Holdings Corporation (PBH $90.42)
  • $90.42 P/E (TTM): 44.81X Cap: $4.16B
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Q: Please rank these four stocks in order of preference for buying today. Thank you, Barrie

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Read Answer Asked by Barrie on November 25, 2016

• Pembina Pipeline Corporation (PPL $54.90)
  • $54.90 P/E (TTM): 18.61X Cap: $32.03B
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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: Hello 5i Team....Would you prefer IPL or PPL in the present market environment? Also, could you elaborate on your reasoning? Many thanks for the awesome job that you do in answering all the member questions.

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Read Answer Asked by Arnold on November 25, 2016

• Badger Infrastructure Solutions Ltd. (BDGI $59.95)
  • $59.95 P/E (TTM): 26.14X Cap: $2.01B
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Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.

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Read Answer Asked by Matt on November 25, 2016

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Could you please comment on VNR's results. Thanks.

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Read Answer Asked by Gary on November 24, 2016

• Miscellaneous (MISC)
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Q: Looking forward to seeing Ryan on Market Call @ 10am PT.so have cancelled my previous appointment

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Read Answer Asked by Peter on November 24, 2016

• Sherritt International Corporation (S $0.13)
  • $0.13 Cap: $64M
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Q: I noticed that Sherritt has taken a jump this morning. Have any of the fundamentals changed to warrant a buy at this time or is the high debt still a major concern?

Thanks for the great service....Don

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Read Answer Asked by don on November 24, 2016

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Hello 5i team,
Is there an overlap between the two? I already own MSI
Thanks,
Antoine

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Read Answer Asked by Antoine on November 24, 2016

• Canadian Utilities Limited Class A Non-Voting Shares (CU $37.70)
  • $37.70 P/E (TTM): 22.76X Cap: $10.14B
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Q: Long term owners of Canadian Utilities and would appreciate an opinion of it going forward with the carbon tax and a no coal future. Our shares have more than doubled in price (taxable account) and it has been good up to now if this effects your opinion. THANKS AS ALWAYS

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Read Answer Asked by John on November 24, 2016

• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 P/E (TTM): 37.6X
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Q: I appreciate that the key driver for Potash stock performance is pricing. Having said that, Potash owns ~ 1/3 of Sociedad Quimica Y Minera in Chile. In addition to potash, SQM produces lithium, described by some as the "gasoline of the future" for its use in making batteries. Does 5i feel SQM's lithium potential is under-represented in Potash's stock price, or is it insignificant in the total picture for the company?

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Read Answer Asked by Edward on November 24, 2016

• Bank of America Corporation (BAC $52.02)
  • $52.02 P/E (TTM): 15.32X Cap: $387.01B
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• Knight Therapeutics Inc. (GUD $6.14)
  • $6.14 Cap: $620M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.28)
  • $217.28 P/E (TTM): 85.93X Cap: $274.94B
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• Savaria Corporation (SIS $20.86)
  • $20.86 P/E (TTM): 27.01X Cap: $1.48B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $99.04)
  • $99.04 P/E (TTM): 11.3X Cap: $1.48B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 19.09X Cap: $2.25B
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• Colabor Group Inc. (GCL $0.64)
  • $0.64 Cap: $66M
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Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

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Read Answer Asked by daniel on November 24, 2016

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: Please, any comments on MIC-N this is for my US account.

Jean Guy

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Read Answer Asked by Jean Guy on November 24, 2016

• Geodrill Limited Ordinary Shares (GEO $3.47)
  • $3.47 P/E (TTM): 8.92X Cap: $161M
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Q: GEO recently reported earnings that seemed quite decent. Could you please comment and provide opinion on whether it's a buy at this point. I'm considering increasing to a full position.

thanks

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Read Answer Asked on November 24, 2016

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Sylogist Ltd. (SYZ $7.38)
  • $7.38 Cap: $172M
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• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: For some of the larger cap more established companies listed on the venture, what are the requirements to be upgraded to the TSX? Do you see the example companies as being likely candidates in the coming 12 months?

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Read Answer Asked by Renata on November 24, 2016

• Canadian Life Companies Split Corp. Class A Shares (LFE $6.37)
  • $6.37 P/E (TTM): 8.53X Cap: $73M
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Q: Please give your opinion on LFE split shares which seem ready to resume dividends.

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Read Answer Asked by Graham on November 24, 2016

• Miscellaneous (MISC)
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Q: Hello 5i team,
I own all the holdings in the balanced portfolio except AEM and SYZ and own BCE instead of T
Of the growth portfolio, I own DHX, ECN, EFN, GUD, OTC and PLI; do you prefer others
Of the income portfolio, I only own BEP; which other 4 would you consider?
Thanks,
Antoine

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Read Answer Asked by Antoine on November 24, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $53.52)
  • $53.52 P/E (TTM): 95.0X Cap: $26.47B
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Q: Is it to late to buy this company?

Thank You
Craig

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Read Answer Asked by Craig on November 24, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Hi, Could you give us your thoughts on NYX's last 1/4, I thought it was pretty good but the market's response was meh.
Thanks

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Read Answer Asked by Greg on November 24, 2016

• AltaGas Ltd. (ALA $42.45)
  • $42.45 P/E (TTM): 16.31X Cap: $12.73B
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• Emera Incorporated (EMA $64.31)
  • $64.31 P/E (TTM): 21.59X Cap: $19.05B
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• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.78B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I currently hold ALA and RNW .Would like to add AQN or EMA , which would you add ? Or would you add NWC instead.Please Place in order of preference. Thanks.

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Read Answer Asked by John on November 24, 2016

• Enerflex Ltd. (EFX $15.12)
  • $15.12 P/E (TTM): 10.29X Cap: $1.81B
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Q: EFX is going up nicely! Is it too late to Buy? Thanks, Austin

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Read Answer Asked by Austin on November 24, 2016