Investment Q&A

• Rapid7 Inc. (RPD)
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Q: Is now a good entry point for RPD or is there a better cyber security stock you would recommend?

Thanks!

Greg

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Read Answer Asked by Gregory on July 19, 2019

• Nemaska Lithium Inc. (NMX)
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Q: Kindly comment on the news that Nemaska Lithium : Announces CAD 600M Equity Investment Proposal from The Pallinghurst Group
This investment should see them get to production in 2020?
Cheers,
Bryan

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Read Answer Asked by Bryan on July 19, 2019

Q: Would sylogist and absolute make good merger candidates or are they too small to be of interest to anyone. I own both and wonder if I should dump absolute. The dividend is good but the stock goes nowhere. I am thinking I don’t really need both if in the same space.

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Read Answer Asked by Helen on July 19, 2019

• Chesswood Group Limited (CHW)
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Q: Hi
Can you explain the recent drop in chesswood and would you continue to hold? Thanks. Clare

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Read Answer Asked by clara on July 19, 2019

• WELL Health Technologies Corp. (WELL)
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Q: You comment on Well in 5I Video on 7/9 & in The Globe & Mail article today.(sparked a 4% increase today @ $1.56) Is it a good entry point now, aware of u comment for long term. Txs for u usual great services & services

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Read Answer Asked by Peter on July 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: With BRP announcing preliminary results of the issuer bid, how will this affect the stock price.
Thanks

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Read Answer Asked by Herm on July 19, 2019

• High Liner Foods Incorporated (HLF)
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Q: This company has been going up nicely lately. Why? Do you see it as a buy now?

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Read Answer Asked by Ken on July 19, 2019

• Excellon Resources Inc. (EXN)
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Q: Any recent positive news?

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Read Answer Asked by Gaston on July 19, 2019

• Thomson Reuters Corporation (TRI)
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Q: How do you think Thomson Reuters would perform in a downturn? Do you think is it is well valued at this point?
Thank You, Peter

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Read Answer Asked by Peter on July 19, 2019

• Stars Group Inc. (The) (TSGI)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: So things just don’t seem to be turning around for this company. Do you see any upside or is it time to take the loss and reinvest in a company with a more positive outlook like LSPD?

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Read Answer Asked by Dennis on July 19, 2019

• Global X SuperDividend ETF (SDIV)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: Currently hold VYM in my US$ RRIF. I note that SDIV has a much higher dividend yield, is that because of it's global exposure? Is the tax treatment the same for both inside the RRIF?

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Read Answer Asked by steve on July 19, 2019

• Sherritt International Corporation (S)
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Q: I am holding Sherritt at a steep loss, do you think there is any hope here? What are the chances they can go bankrupt?
Many thanks

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Read Answer Asked by Amy on July 19, 2019

• NFI Group Inc. (NFI)
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Q: Hi Peter, Ryan, and Team,
NFI is on a real downward spiral lately, and the current yield is 5.368%. It's held in my wife's TFSA, and it's hard to see the almost daily declines, some quite steep, e.g. on July 16. It's down almost 50% now, and am wondering if we should keep it or sell it. I wouldn't add to it at this time. What are your views?
Thanks in advance.

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Read Answer Asked by Jerry on July 19, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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• TransAlta Renewables Inc. (RNW)
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Q: I manage a TFSA for a 26 year old relative, with the following stocks:
GSY, CSU, PHO, KWH-UN, COV, GOOG

With the cash coming from KWH, we are looking to buy. So two questions:
1. Is there any obvious "hole" in terms of sector that we should try to fill?
2. She has indicated a desire for a renewable energy stock. We are considering BEP.UN, AQN, NPI, RNW - which you you choose, or is there another you would suggest instead?

Thanks for your excellent service!

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Read Answer Asked by Ed on July 19, 2019

• Illumina Inc. (ILMN)
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Q: Hi Peter and Team
Do you think it will be a good entry point to buy ILMN at the current price or should wait a bit?

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Read Answer Asked by Yousef on July 19, 2019

• Vermilion Energy Inc. (VET)
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Q: Good morning team what are your thoughts on vet after the downgrade from RBC ,is it time to run away from Canada or is there a fundamental problem here I know the sector is challenged not sure on keeping it ,had it for years .thank you

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Read Answer Asked by Norman on July 19, 2019

• Mastercard Incorporated (MA)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Would you still consider ATD.B as a buy today given that the stock price dropped again today?
Do you still see growth in the stock over a period of 5 years ?
I also want your insight on MA.

Thank you

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Read Answer Asked by Kristelle on July 19, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: It seems that there has been a steady flow to the exits on Alimentation after the 5 cent miss. P&F chart shows a triple bottom breakdown today . We are down almost $10.00 from the high with a prediction that it is expected to come back 10%. Do you feel that there is something that is changing in their business , or is this profit taking ?

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Read Answer Asked by Thomas on July 19, 2019

• Inter Pipeline Ltd. (IPL)
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• Vermilion Energy Inc. (VET)
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• Chartwell Retirement Residences (CSH.UN)
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• Exchange Income Corporation (EIF)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• CT Real Estate Investment Trust (CRT.UN)
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Q: Can you compare the above for long term income flow. Thanks

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Read Answer Asked by David on July 19, 2019

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
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Q: Follow up on BRE.

In the answer to my question, the payout ratio is said to be ~75%.

Page 31 of the company’s Q1/19 report indicates the payout ratio has exceeded 100% for the last 5 years.

Is this an oversight, or is 5i calculating distributable cash differently than BRE management?

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Read Answer Asked by Chad on July 19, 2019