Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $71.66)
  • $71.66 P/E (TTM): 11.15X Cap: $3.82B
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• Superior Plus Corp. (SPB $7.66)
  • $7.66 P/E (TTM): 30.9X Cap: $1.72B
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• Labrador Iron Ore Royalty Corporation (LIF $28.14)
  • $28.14 P/E (TTM): 15.93X Cap: $1.80B
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• Boston Pizza Royalties Income Fund (BPF.UN $21.57)
  • $21.57 P/E (TTM): 13.62X Cap: $529M
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Q: Looking for yield with some growth and would appreciate your opinion of each of these.Would appreciate your ranking in order of preference.

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Read Answer Asked by Peter on November 07, 2016

• Horizons Enhanced Income Gold Producers ETF (HEP)
  • P/E (TTM): 23.4X Cap: $183M
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• Global X Gold Yield ETF (HGY $14.21)
  • $14.21 Cap: $131M
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Q: How would you compare Hgy and Hep as etfs going forweard ?

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Read Answer Asked by terrance on November 07, 2016

• Chartwell Retirement Residences (CSH.UN $19.08)
  • $19.08 P/E (TTM): 87.64X Cap: $5.55B
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• Extendicare Inc. (EXE $13.38)
  • $13.38 P/E (TTM): 13.74X Cap: $1.12B
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• Sienna Senior Living Inc. (SIA $17.98)
  • $17.98 P/E (TTM): 44.9X Cap: $1.66B
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Q: Can you compare the key metrics for these seniors REITS and indicate your order of selection. CSH seems most favoured by analysts but has lowest distribution, why? Do you consider these a buy right now?

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Read Answer Asked by Kirk on November 07, 2016

• Sienna Senior Living Inc. (SIA $17.98)
  • $17.98 P/E (TTM): 44.9X Cap: $1.66B
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Q: I am considering buying SIA. But you comparitve analysis at the end of your Chartwell report indicates SIA has a PE of about 44 vs the average PE of the group is in the mid teens. This scares me. Am I missing something. Your comments please.

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Read Answer Asked by MANFRED on November 07, 2016

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Comment please on recent Q3 Mitel results. Losing patience with this stock,which seems to have lots of promise but can't deliver!

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Read Answer Asked by Tom on November 07, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.7X Cap: $264.51B
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Q: I have been told that many small businesses actually sell through Amazon. T2 just opened a facility for Amazon in Ont. SHOP is opening one in Waterloo I believe. My question is; how is SHOP different from Amazon? Amazon is a heavyweight What edge or advantages does SHOP ? Am I missing some concepts ?

Thank You for you always good advice
Clarence

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Read Answer Asked by Clarence on November 07, 2016

Q: The price is falling off , don't know much about the company but some of the multiples look interesting. Is it worth purchasing at current price for a long term mid risk portfolio. (Eurocontrol EUO-V)

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Read Answer Asked by Tim on November 07, 2016

• Artis Real Estate Investment Trust (AX.UN $7.05)
  • $7.05 Cap: $681M
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Q: What do you think of Artis as a buy here on its recent pullback? Any other REITS that look cheap to you?

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Read Answer Asked by John on November 07, 2016

• Miscellaneous (MISC)
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Q: Excluding mutual fund management fees for the moment, is it not better to own the entities within a fund vs the fund itself? Putting it another way, if the stocks go up, I go up 'x' percent. However the funds holding the stocks also have to be 'popular' with other investors, so money flows into them, for me to make any money. Have I got that right?
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.

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Read Answer Asked by Randy on November 07, 2016

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Comment please on IPL recent quarterly report. Six cent dividend hike is nice, but concerned re. Payout ratio and debt. Will the Williams acquisition provide growth?

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Read Answer Asked by Tom on November 07, 2016

• Superior Plus Corp. (SPB $7.66)
  • $7.66 P/E (TTM): 30.9X Cap: $1.72B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • $5.92 Cap: $59M
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Q: Hello I5, my cash position is over 25% and would like to reinvest some of it. I would like to have your help to choose the ones with the least downside effect in case of interest rate increases, safest with some growth. Also, would appreciate your assessment of the Manulife (MFR and MBK)ones. Many thanks, J.A. P., Burlington

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Read Answer Asked by Joseph on November 07, 2016

• Miscellaneous (MISC)
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Q: Hi, I would like to use your balanced model portfolio but with 5 to 7 less holdings, which ones would you delete. thanks, Johann.

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Read Answer Asked by johann on November 07, 2016

• Costco Wholesale Corporation (COST $963.03)
  • $963.03 P/E (TTM): 56.08X Cap: $427.08B
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• Sienna Senior Living Inc. (SIA $17.98)
  • $17.98 P/E (TTM): 44.9X Cap: $1.66B
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Q: Why there has been SIGNIFICANT drops of 2 above stocks recently.?Thank you.ebrahim

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Read Answer Asked by ebrahim on November 07, 2016

• Restaurant Brands International Inc. (QSR $87.99)
  • $87.99 P/E (TTM): 24.11X Cap: $39.89B
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• Premium Brands Holdings Corporation (PBH $92.96)
  • $92.96 P/E (TTM): 44.95X Cap: $4.16B
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• MTY Food Group Inc. (MTY $38.21)
  • $38.21 P/E (TTM): 23.08X Cap: $872M
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Q: I do not own any stocks in this line of business. Which one(s) would you recommend and should I go for a full or half position?

Thank you

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Read Answer Asked by Vee on November 07, 2016

• Knight Therapeutics Inc. (GUD $6.23)
  • $6.23 Cap: $620M
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Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

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Read Answer Asked by Cam on November 07, 2016

• Memex Inc. (OEE)
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Q: It seems that your response to Russ's question got lost as the response is BLANK.

November 07, 2016 - Asked by Russ

Q: Could you please give your opinion of Memex! I am considering a small position for a two to three year hold.
Thank you

5i Research Answer:

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Read Answer Asked by Scot on November 07, 2016

• Miscellaneous (MISC)
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Q: E-mailed my request yesterday and see no reply. Not abusing the system but annoying when request is missed or ignored.
J.A. P. Burlington

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Read Answer Asked by Joseph on November 07, 2016

• AllianceBernstein Holding L.P. Units (AB $38.25)
  • $38.25 P/E (TTM): 11.26X Cap: $4.17B
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Q: I just ran across AB in one of my screens. They seem very stable over the long haul. What are your thoughts for income and some growth. Thank-you.

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Read Answer Asked by Alex on November 07, 2016

• K-Bro Linen Inc. (KBL $36.70)
  • $36.70 P/E (TTM): 20.98X Cap: $476M
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Q: K-Bro says it will finance its Toronto facility expansion through debt (existing facility). Do you expect K-Bro to finance its Vancouver expansion from debt or equity? Thank you for your comments.

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Read Answer Asked by Edward on November 07, 2016

• Abitibi Royalties Inc. (RZZ $27.00)
  • $27.00 Cap: $336M
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Q: Can you give me your updated view in this company? How does this company receive it's royalties? Since it receives royalties, would it make this company less risky?

Tnx for the great service.

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Read Answer Asked by Jacques on November 07, 2016