Investment Q&A

• Hempalta Corp. (HEMP)
  • Cap: $2M
  • View HEMP Profile
  • View Questions on HEMP

Q: I would like your opinion on hemp-T
wilfred

Upvote 0

Read Answer Asked by wilfred on January 05, 2017

• Winpak Ltd. (WPK $42.34)
  • $42.34 P/E (TTM): 14.1X Cap: $2.63B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK

Q: Referring to you company report I am not sure what you mean when you say "WPK is closely aligned with Wipak". Can you explain what the relationship is?
Thanks
John

Upvote 0

Read Answer Asked by John on January 05, 2017

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
  • View Questions on ISV

Q: Hi Peter. Have held this stock for a little more then a year and have been pleased with performance so far. Currently it is 2 percent of my portfolio. Would you recommend increasing position.
Thanks
Marc

Upvote 0

Read Answer Asked by Marc on January 05, 2017

• Franklin Core ETF Portfolio (CBL $23.54)
  • $23.54 P/E (TTM): 4.88X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: I have held this since about 13 dollars. It is now at 20 and am wondering what you think the risks are with continuing to hold (about 2 % of my portfolio)this stock. The dividend is very good and the company states that is still looking to take it private. Some believe the stock is worth around 24 dollars. Please give me your thoughts. Thanks

Upvote 0

Read Answer Asked by Rudy on January 05, 2017

• Select Sands Corp. (SNS)
  • View SNS Profile
  • View Questions on SNS

Q: What is your view on Select Sand?

Upvote 0

Read Answer Asked by Trevor on January 05, 2017

• WisdomTree Japan Hedged Equity Fund (DXJ $135.55)
  • $135.55 P/E (TTM): 21.02X Cap: $4.41B
  • View DXJ Profile
  • View Questions on DXJ

Q: Hello, What would be the best Japanese ETF in your opinion. DFJ is a small cap, EWJ is a large cap, or any other that you would recommend.

Upvote 0

Read Answer Asked by Deborah on January 05, 2017

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC
• Exco Technologies Limited (XTC $6.51)
  • $6.51 P/E (TTM): 10.82X Cap: $250M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Hi 5i,
Happy New Year Peter and 5i team. We would appreciate if you could assess our grandsons (age 3) RESP. We have added new money and will be getting some additional grant money soon. In your opinion what additional stock would fit in with his current holdings or should we increase the percentage of the lowest holdings which is TNC and XTC.
The current holdings are: ATD.B, CXI, DHX.B, DSG, XTC, GUD, PBH, TNC.
All of the holdings are up. Thank you for your advice in the past.

Upvote 0

Read Answer Asked by john on January 05, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: I am overweight in financials and have owned HCG for several years. I'm planning to sell at a (small) loss but would wait if you felt further price appreciation is likely.
Thanks for your advice.

Upvote 0

Read Answer Asked by richard on January 05, 2017

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
  • View QCOM Profile
  • View Questions on QCOM
• Ulta Beauty Inc. (ULTA $509.66)
  • $509.66 P/E (TTM): 19.43X Cap: $22.85B
  • View ULTA Profile
  • View Questions on ULTA

Q: Hi 5i, I've moved some cash over to a US account. Can you suggest 3 or 4 US growth names you would lean towards adding for 2017? I'm looking for pure growth / don't need dividends. Thanks.

Upvote 0

Read Answer Asked by Mark on January 05, 2017

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
  • View GXE Profile
  • View Questions on GXE

Q: Gear has had a nice run, should I sell or hold?

Upvote 0

Read Answer Asked by GORDON on January 05, 2017

• Growth Portfolio (Growth)
  • View Growth Profile
  • View Questions on Growth
  • View Reports on Growth

Q: Happy new year to 5i crew, onwards and upwards in 2017.

Please advise the top 4 stocks in the growth portfolio that you consider to have the strongest fundamentals. And maybe 1 alternate also from growth PF.

Upvote 0

Read Answer Asked by Peter on January 05, 2017

• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
  • View MSFT Profile
  • View Questions on MSFT

Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.

Upvote 0

Read Answer Asked by Norman on January 05, 2017

• Western Energy Services Corp. (WRG $2.17)
  • $2.17 Cap: $73M
  • View WRG Profile
  • View Questions on WRG

Q: Could you please comment on Western Energy(WRG)at this time. Is it a hold sell or buy. Thanks. Ernie

Upvote 0

Read Answer Asked by Ernie on January 05, 2017

• Gildan Activewear Inc. (GIL $82.24)
  • $82.24 P/E (TTM): 19.4X Cap: $12.55B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Stella-Jones Inc. (SJ $78.70)
  • $78.70 P/E (TTM): 13.3X Cap: $4.32B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.

Upvote 0

Read Answer Asked by Dennis on January 05, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
  • View CLR Profile
  • View Questions on CLR

Q: why did clr drop so much?what is the forecast for clr in 2017?
would it be wise to take a position?

Upvote 0

Read Answer Asked by Josh on January 05, 2017

• Cineplex Inc. (CGX $12.45)
  • $12.45 Cap: $789M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Current thoughts on CGX? What is the consensus revenue and EPS for 2017?

Upvote 0

Read Answer Asked by Rob on January 05, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Boston Pizza Royalties Income Fund (BPF.UN $20.60)
  • $20.60 P/E (TTM): 12.84X Cap: $505M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN
• Pizza Pizza Royalty Corp. (PZA $15.57)
  • $15.57 P/E (TTM): 22.3X Cap: $519M
  • View PZA Profile
  • View Questions on PZA

Q: Please could you rate these 3 similar companies for:-
-Dividend sustainability
-Dividend growth expectations
-Insider ownership
-Debt Levels
-Current outlook for growth

Are any suitable for a full position in a RIF account?

Are any buyable at current prices, and if so which would you favour?

Upvote 0

Read Answer Asked by jane on January 05, 2017

• Rogers Sugar Inc. (RSI $6.13)
  • $6.13 P/E (TTM): 12.49X Cap: $785M
  • View RSI Profile
  • View Questions on RSI

Q: The company is proposing a Capital Reduction in order to be able to maintain the current .09 quarterly dividend, of $100 million.Canada Business Corp Act states a corp shall not declare or pay a div " if there are reasonable grounds for believing that the realisable value of the corp's assets would thereby be less than the aggregate of its liabilities & stated capital"

In layman's language, can you explain what Rogers is proposing here, where the $100 M will be going and if you feel, as the company states, this is a positive move for shareholders?

Upvote 0

Read Answer Asked by Robert on January 05, 2017

• Middlefield Healthcare & Wellness Dividend Fund (HWF.UN)
  • View HWF.UN Profile
  • View Questions on HWF.UN

Q: Is this a company that might be of interest for a small position?

Thanks.

Upvote 0

Read Answer Asked by John on January 04, 2017

Q: Hi Peter, Can we request to please include top 5 buys in each portfolio along with monthly portfolio reports. This will help us in directing new money.
Also, do you think there is strong case of putting new money into stocks within coverage summary that have high ratings but has dropped over last 12 months . Like ABT, BOS, ENGH etc. Since they have a good rating ( B or over ) are these good candidates for rebound or would rating may be slashing once the review comes up.Thanks

Upvote 0

Read Answer Asked by RUPINDER on January 04, 2017