Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.74)
  • $245.74 P/E (TTM): 99.97X Cap: $324.46B
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Q: Just purchased Shopify at $130+ and watching it fall. Do you recommend hold, buy or sell and why?
If holding CDN cash, do you see the US dollar as a good investment right now - especially given Nafta discussions looking less than positive for Canada. Or any other currency?

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Read Answer Asked by Wendy on October 13, 2017

• RioCan Real Estate Investment Trust (REI.UN $18.82)
  • $18.82 P/E (TTM): 20.14X Cap: $5.54B
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Q: Which reits is will be effected by Sears by sears liquidation.

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Read Answer Asked by Jack on October 13, 2017

• Star Navigation Systems Group Ltd. (SNA $0.03)
  • $0.03 Cap: $34M
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Q: Hi,

Although microcap, could you comment on SNA and it's potential. Does it interest you guys and why.

Thanks,

Eric

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Read Answer Asked by Erichsen on October 12, 2017

• Canadian National Railway Company (CNR $131.25)
  • $131.25 P/E (TTM): 18.18X Cap: $81.08B
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• Canadian Pacific Kansas City Limited (CP $101.90)
  • $101.90 P/E (TTM): 23.1X Cap: $94.89B
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Q: Hi 5i,
Which railway co. would be your favorite at this time. Does one of these companies have more exposure to the US and would a fallout in NAFTA have any affect. Which one has more exposure to crude by rail.
Thanks Dave

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Read Answer Asked by DAVID on October 12, 2017

• Miscellaneous (MISC)
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Q: To Micheal,
Tangerine is offering a special interest rate of 2.75% on new deposits between Oct 4th -,Dec 31st. To a maximum of 500K. It's not posted on their website but I got an e-mail about with in the past week and just transferred cash to take advantage. I've banked with Tangerine/ING for over 15 years w/o any issues.
Thanks,
Kerri

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Read Answer Asked by KERRI on October 12, 2017

• Alamos Gold Inc. (AGI $43.16)
  • $43.16 P/E (TTM): 37.8X Cap: $18.49B
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• Richmont Mines Inc. (RIC $11.72)
  • $11.72 P/E (TTM): 40.4X
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Q: Both RIC and AGI reported record production this morning. Can you please comment on both and what is the cost per oz. for AGI. Will the merger likely happen? Thanks

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Read Answer Asked by Bruce on October 12, 2017

• C-COM Satellite Systems Inc. (CMI $0.92)
  • $0.92 Cap: $38M
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• Medicure Inc. (MPH $1.27)
  • $1.27 Cap: $10M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $5.78)
  • $5.78 Cap: $580M
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Q: Of the above listed companies which would you sell first.

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Read Answer Asked by Ross on October 12, 2017

• Denison Mines Corp. (DML $4.45)
  • $4.45 Cap: $3.98B
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Q: What are your views
on the financial stability of Denison Mines Ltd
DML.to ?

Is Denison a viable
Vehicle to speculate on
the potential long term
recovery of uranium
spot prices,
given the outlook for
new reactor plants in
China and India.

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Read Answer Asked by Barry on October 12, 2017

• Methanex Corporation (MX $49.12)
  • $49.12 P/E (TTM): 10.12X Cap: $3.20B
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• NFI Group Inc. (NFI $14.01)
  • $14.01 Cap: $1.66B
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Q: Which has more potential (risk adjusted) return in the short to medium term?

Thanks!

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Read Answer Asked by Wayne on October 12, 2017

• Algonquin Power & Utilities Corp. (AQN $7.86)
  • $7.86 Cap: $6.04B
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Q: Is AQN for dividend and growth in your opinion a "buy" today
and why? Thanks.

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Read Answer Asked by Uli on October 12, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: With the recent pullback would this be a good time to add kwh.un.Have very little exposure to this stock
Thank you

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Read Answer Asked by Hubert on October 12, 2017

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Hi 5i, any reason why Shaw is taking a 3% hit to the downside today? Thanks Rob

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Read Answer Asked by Robert on October 12, 2017

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: You said KL doesn't report until Nov 2 but they DID report today.

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Read Answer Asked by Herm on October 12, 2017

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Based on market reaction I take it they missed?

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Read Answer Asked by Tom on October 12, 2017

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Novo Resources Corp. (NVO $0.15)
  • $0.15 Cap: $54M
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Q: Hi there, I noticed some huge selling pressure today on Kirkland Lake Gold. This is a stock that you've liked in the past and I've done very well on it. What is causing today's sell off and is the longterm buy recommendation still intact? Secondly, I believe KL and Eric Sprott have a relatively substantial stake in NVO. If I already owned a 4-5% weighting in KL, would it make any sense to add a small position in NVO, such as 2-2.5%? Or would I think be overlapping exposure essentially? Thanks for your great advice and service!

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Read Answer Asked by Michael on October 12, 2017

• Standard Lithium Ltd. (SLL)
  • P/E (TTM): -25.0X Cap: $975M
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Q: your thoughts on this company and industry in general

Thanks for great service

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Read Answer Asked by Dale on October 12, 2017

• Miscellaneous (MISC)
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Q: Hello 5I.
I was interested in your reply to Adam re his question about Loblaws as a "forever" hold.
You reply stated that a "forever p/f" should have exposure to at least one hi-quality Co. in each sector.
Could you give us your thoughts on one (or two) potential "forever" Cdn companies in each sector.
Much appreciated, thanks.

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Read Answer Asked by Terrance on October 12, 2017

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• CVS Health Corporation (CVS $77.24)
  • $77.24 P/E (TTM): 22.93X Cap: $102.22B
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Q: I have small positions in both wba and cvs. Should I unload them here? Thanks.

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Read Answer Asked by Ken on October 12, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I have a 1/2 position in kwh.un that I am down 13% on in only a couple months. Do you recommend that I fill this position now on the dip? Or wait until more information is known on the reasons for the drop in price?

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Read Answer Asked by Curtis on October 12, 2017

• European Residential Real Estate Investment Trust (ERE.UN $1.08)
  • $1.08 Cap: $253M
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Q: Could you comment on ERE REIT. Would this be a good buy now. Is dividend sustainable
Thanks

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Read Answer Asked by Susan and Philip on October 12, 2017