Investment Q&A

• Whirlpool Corporation (WHR $94.44)
  • $94.44 Cap: $5.14B
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Q: Good afternoon,

A positive piece in Barron's postulated that this stock may have significant upside. What do you think of whirlpool? Do you see significant growth? Also, would you be a buyer at these levels ? Or do you see better opportunities in industrials, and oh so, can you make a few suggestions.

Thank you

Karim

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Read Answer Asked by Karim on July 20, 2017

• CSX Corporation (CSX $32.53)
  • $32.53 P/E (TTM): 19.93X Cap: $60.64B
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Q: What was the problem with CSX earnings?

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Read Answer Asked by Christopher on July 20, 2017

• Assure Holdings Corp. (IOM $5.40)
  • $5.40 Cap: $29M
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Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

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Read Answer Asked by Scott on July 20, 2017

• Miscellaneous (MISC)
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Q: I would like to ask for your opinion and comment on my investment approach with reference to hedged to CAD or un-hedged versions of ETF's available from Canadian issuers. My approach has been the following:
- keep US equity ETF un-hedged;
- keep developed and emerging international equity ETF's hedged to CAD;
- keep US bond ETF's hedged to CAD.
I am aware that this approach was not too benefitial during the past month or two, and I am starting to have second thoughts, but I figure I better ask for a second opinion from a pro before I make any changes. This is where you guys step in...
Thank you.

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Read Answer Asked by Rudolf on July 20, 2017

• BCE Inc. (BCE $34.23)
  • $34.23 P/E (TTM): 73.57X Cap: $31.53B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.70)
  • $49.70 P/E (TTM): 18.34X Cap: $26.60B
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• TELUS Corporation (T $22.97)
  • $22.97 P/E (TTM): 35.55X Cap: $35.25B
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Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken

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Read Answer Asked by Ken on July 20, 2017

• H&R Real Estate Investment Trust (HR.UN $12.10)
  • $12.10 Cap: $3.33B
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Q: I would like to know your opinion about the effect of interest rate increase on HR.UN.

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Read Answer Asked by Stephane on July 20, 2017

• High Liner Foods Incorporated (HLF $15.93)
  • $15.93 P/E (TTM): 7.18X Cap: $462M
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• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: Both companies are at a low.
What is your take on them?Does mnd has a chance of survival and what about the dividend?
Also HLF ,would you take a position?

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Read Answer Asked by Josh on July 20, 2017

• Cineplex Inc. (CGX $12.11)
  • $12.11 Cap: $768M
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• Magna International Inc. (MG $63.55)
  • $63.55 P/E (TTM): 10.59X Cap: $17.90B
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Q: I am currently holding Cineplex. Thinking of selling and replacing with Magna. Would this be advisable.
Thanks for great service.

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Read Answer Asked by Lynda on July 20, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Franklin Core ETF Portfolio (CBL $22.48)
  • $22.48 P/E (TTM): 0.85X Cap: $2M
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Q: I am down 18% on AYA & 25% on CBL.
Can I get your opinion on these 2 companies and if I should hold or sell.

Thank You
Craig

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Read Answer Asked by Craig on July 20, 2017

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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Q: Have a position in Novo Resources Corp. and would like to know your break down of this company near and long term.

Thank-you

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Read Answer Asked by Alex on July 20, 2017

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.81X Cap: $6.75B
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• Alimentation Couche-Tard Inc. (ATD $76.24)
  • $76.24 P/E (TTM): 19.64X Cap: $71.71B
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Q: Which is a better buy ?

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Read Answer Asked by Kamal on July 20, 2017

• Miscellaneous (MISC)
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Q: How much faith should one put into Recognia valuation charting? Is there any evidence that any of their predictions bear out?
Can you explain how they come up with their projections?
Guy R.

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Read Answer Asked by Guy R. on July 20, 2017

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Hi Team,

Could you please give me an opinion on Katanga Mining, for a 5 year hold of 1%, given that cobalt is required to produce electric vehicle batteries. Could you suggest another similar cobalt miner?

Thanks for all you do!

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Read Answer Asked by Susan on July 20, 2017

• Sun Life Financial Inc. (SLF $79.98)
  • $79.98 P/E (TTM): 14.64X Cap: $45.46B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,376.85)
  • $2,376.85 P/E (TTM): 8.52X Cap: $51.32B
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Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?

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Read Answer Asked by Greg on July 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Do you see any seasonality w/PHO? Price is down YTD. Could this be effect of large institutional investors managing profit/loss statements as the year progresses? Or, is there seasonality in the business generally? Or, none whatsoever?

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Read Answer Asked by Joel on July 19, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?

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Read Answer Asked by Roland on July 19, 2017

• Meta Platforms Inc. (META $752.45)
  • $752.45 P/E (TTM): 26.74X Cap: $1.89T
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Q: IS facebook overpriced (yet)? Thanks Jim

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Read Answer Asked by jim on July 19, 2017

• SPDR S&P 500 ETF Trust (SPY $647.24)
  • $647.24 P/E (TTM): 82.05X Cap: $657.35B
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• Invesco S&P 500 Equal Weight ETF (RSP $188.44)
  • $188.44 P/E (TTM): 64.62X Cap: $74.46B
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Q: Great article on equal sector weighting in the blog! I wonder if the same theory is applicable in the US stock market as well? If so you definitely have a solid case! Thanks.

Shyam

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Read Answer Asked by Shyam on July 19, 2017

• NFI Group Inc. (NFI $18.50)
  • $18.50 Cap: $2.21B
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Q: Can you give a reason or reasons why NFI has been down in value lately?

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Read Answer Asked by James F on July 19, 2017

• NFI Group Inc. (NFI $18.50)
  • $18.50 Cap: $2.21B
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Q: Not sure how much you consider technicals before making purchases, but what do you make of the chart here? Seems to be breaking down. Would you wait a bit for a better deal? Or is that trying to be to cute for whats destined to be a long term hold.

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Read Answer Asked by Josh on July 19, 2017