Investment Q&A

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• SPDR Homebuilders ETF (XHB $104.53)
  • $104.53 P/E (TTM): 13.54X Cap: $1.65B
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Q: Is it worth holding this stock?
How about replacing it with TRICON (TCN) even if one is US and one CAN.
Thanking you for advise-Ebrahim

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Read Answer Asked by ebrahim on May 10, 2018

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
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Q: Please comment on NFI's Q4, including how it stacked up against consensus estimates.

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Read Answer Asked by sandy on May 10, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: in your growth portfolio RRX is only 2.9% and is down 29%. You have 10% in cash are looking at buying more at this time or feel that the energy sector is still not a sector to be fully invested in?
Thanks

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Read Answer Asked on May 10, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: with the latest earning report by Liquor Stores would be be okay buying today for a 3% position or just wait till next quarter to see if they are moving in the right direction?
Thanks

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Read Answer Asked on May 10, 2018

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: My IT stocks have grown to 24% and I want to scale back to 20%. Currently SHOP 7%; ZQQ 7%; KXS 4%; OTEX 4%; PHO 2%. I am thinking of reducing SHOP to 5%; selling ZQQ and OTEX and buying AMZN 4.5% and SQ 4.5%. Your comments greatly appreciated. I know the valuation of OTEX is much lower than either AMZN or SQ but the growth in these two stocks are much higher.

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Read Answer Asked by stephen on May 10, 2018

• Constellation Brands Inc. (STZ $128.88)
  • $128.88 P/E (TTM): 19.42X Cap: $22.92B
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• Sysco Corporation (SYY $74.70)
  • $74.70 P/E (TTM): 20.35X Cap: $35.52B
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• Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
  • Cap: $1.02B
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Q: HI Peter, Would you recommend adding to RHS as its price is lower now. Or you would prefer 4-5 companies solid blue chip dividend paying companies to buy and hold ( avoid MER and capture more dividend). In that case also, can you please rank them in order of your preference. UL, PEP, HRL, K, or any other of your favorites.
Much Thanks.

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Read Answer Asked by RUPINDER on May 10, 2018

• Jamieson Wellness Inc. (JWEL $33.65)
  • $33.65 P/E (TTM): 26.54X Cap: $1.41B
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Q: Could you please comment on Jamieson earnings and outlook for 2018. Thanks

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Read Answer Asked by rajeev on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.

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Read Answer Asked by John on May 10, 2018

• TSO3 Inc. (TOS $0.43)
  • $0.43 Cap: $39M
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Q: thoughts on TOS , results and news

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Read Answer Asked by Ward on May 10, 2018

• BTB Real Estate Investment Trust (BTB.UN $3.92)
  • $3.92 P/E (TTM): 9.02X Cap: $345M
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Q: Is this a good stock to buy at this time? How safe is the dividend?
Thanks Wayne

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Read Answer Asked by wayne on May 10, 2018

• Etsy Inc. (ETSY $61.93)
  • $61.93 P/E (TTM): 61.3X Cap: $6.46B
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Q: Could you please comment on Etsy's earnings?
Thank you
Dave

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Read Answer Asked by Dave on May 09, 2018

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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Q: Are these wise investments in a rising interest rate environment?

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Read Answer Asked by Tim on May 09, 2018

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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Q: Can I have your views on the latest 1st quarter earnings for this company.

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Read Answer Asked by Jacques on May 09, 2018

• Chemtrade Logistics Income Fund (CHE.UN $13.37)
  • $13.37 P/E (TTM): 12.68X Cap: $1.50B
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Q: I would appreciate your comments about their earnings. My first reaction was a reasonable quarter, but still the stock is down this AM.
Thanks!
Paul

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Read Answer Asked by Paul on May 09, 2018

• Alaris Equity Partners Income Trust (AD.UN $19.59)
  • $19.59 P/E (TTM): 6.38X Cap: $881M
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Q: I have a 3/4 position in AD...surely this market reaction today (-6%) on top of yesterdays -5% is overdone. Even if it does take 1-2 quarters to prove themselves to investors, the dividend looks safe, with a 90% payout ratio. Why not just keep collecting the now 9+% dividend while we wait!!! Awfully tempting to top up to full position in the next few days. Make sense?

Thanks...Steve

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Read Answer Asked by Stephen on May 09, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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Q: This has done precious little since its split. I have a 2.5% position and now wonder if the long term thesis on CCL.B at a $60 cost justifies an additional investment to bring my holding up to 3.5%.
Thank you.

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Read Answer Asked by Geoffrey on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Poor Q prompted a very low opening @ $8.78 leading to a $8.49 low(52 wk low),but have since rallied sharply to current $9.59(up 0.4) on 443k volume(much higher than 109k average) with buy volume twice more than sell volume.Very heartening.Your take please . Is it time to average down a bit on my 4% position @ $10.67 p/p,Appreciate u usual great services & views

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Read Answer Asked by Peter on May 09, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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Q: Please comment on the continued weakness of CCL.B . What is the reason for the big drop in price? Thanks

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Read Answer Asked by Lai Kuen on May 09, 2018

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
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Q: Hi 5i Team,

Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?

Thank you!

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Read Answer Asked by David on May 09, 2018

• Snap Inc. Class A (SNAP $7.60)
  • $7.60 Cap: $13.07B
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Q: SNAP has been pummelled following it's unpopular re-design. Do you see this company thriving against massive rivals and presenting an opportunity for measureable gains or will it wilt and be taken over for a song?
Thank you.

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Read Answer Asked by Steven on May 09, 2018