Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Could you please provide street estimates for Revenue, Adj EBITDA and Adj EPS for these companies for the upcoming quarterly results. Thanks

Upvote 0

Read Answer Asked by rajeev on August 08, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: With the latest trend to electric vehicles it would seem that cobalt producers would be an attractive investment. However, my effort in finding an ETF or even a major producer specializing in cobalt hasn't gone well.

Do you have any suggestions on any potential candidates?

Upvote 0

Read Answer Asked by Gord on August 08, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: Hi5i, I do not own CRH in my portfolio, is it a buy at this price? Thanks always.

Upvote 0

Read Answer Asked by Hue on August 08, 2017

• Orbite Technologies Inc. (ORT)
  • View ORT Profile
  • View Questions on ORT

Q: Hi,
ORT stopped trading a few months back. I have a small holding left in this. Is there any possibility of this stock trading again and if not what is the procedure to have this removed from your account?

Upvote 0

Read Answer Asked by Alan on August 08, 2017

• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 10.56X Cap: $253M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.

Upvote 0

Read Answer Asked by John on August 08, 2017

• PPG Industries Inc. (PPG $114.27)
  • $114.27 P/E (TTM): 25.19X Cap: $25.79B
  • View PPG Profile
  • View Questions on PPG
• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
  • View TRI Profile
  • View Questions on TRI

Q: Hi all at 5i!! What are your thoughts of PPG industries and Thomson Reuters as long term holds? I am looking to invest a little cash in one or both of these companies. Thanks, Tamara

Upvote 0

Read Answer Asked by Tamara on August 08, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello
Need some advice please. 62 and recently retired. RRSP's are almost maxed out but only a few k in TFSA account.
As my income is now at its lowest point (CPP),I'm
thinking I should start moving some RRSP funds to my TFSA?
I'm considering a mix of ETF's such as VAB,VCN,XAW or perhaps some of your Income stocks and funds such as CPD,XHY,BCE and BNS.
Note that I do hold most stocks in the balanced portfolio.
Thanks for your great service.
Gary

Upvote 0

Read Answer Asked by Gary on August 08, 2017

• Tree Island Steel Ltd. (TSL $2.52)
  • $2.52 Cap: $65M
  • View TSL Profile
  • View Questions on TSL

Q: What is your view on TSL after yesterday's earnings release.

Upvote 0

Read Answer Asked by David on August 08, 2017

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: I have a 30% loss in my TSFA on this stock. Margins on the existing business are compressing and their two new acquisitions are an unknown. Sell and move to greener pasture or hold on. It's only a 1.28% weight on a large portfolio but locking in losses is always difficult. Thoughts?

Upvote 0

Read Answer Asked by Don on August 08, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Hi, Could you please provide street estimates for Revenue, EBITDA, EPS and ACFFO for the upcoming quarterly results. Thanks

Upvote 0

Read Answer Asked by rajeev on August 08, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX

Q: Hi folks,can get your opinion after Q results for Raging River,which is only oil stock I own. Is everything still good for company in your opinion. Scotia kept rating SP with $10T,thanks as always, jb

Upvote 0

Read Answer Asked by John on August 08, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
  • $2,427.89 P/E (TTM): 8.59X Cap: $52.42B
  • View FFH Profile
  • View Questions on FFH

Q: What are your thoughts of FFH and its earnings ? Prem Watsa Canada's Warren Buffet. Do you like the stock long term ?
RAK

Upvote 0

Read Answer Asked by bob on August 08, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I recently saw a feature on BNN that indicated a study by CITI that said the most reliable metric to use is free cash flow per share when evaluating a stocks performance and future growth potential. Is this something that you can use when you screen and include in a company report

Upvote 0

Read Answer Asked by Peter on August 08, 2017

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 10.56X Cap: $253M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: I own XTC, which is currently down 15% in my portfolio. I'm considering locking in a capital loss for tax purposes, then purchasing MG, which has shown a much better trend and better earnings results. Do you think locking in a loss in XTC (possibly to re-purchase after 30 days), and purchasing MG would be a reasonable move at this time?

Upvote 0

Read Answer Asked by Alan on August 08, 2017

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hi Peter and Team,
Which of these in the tech space would you currently prefer?
Thank You,
Barry

Upvote 0

Read Answer Asked by Barry on August 08, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX

Q: Can you plz comment on the earnings. Thank you!

Upvote 0

Read Answer Asked by David on August 08, 2017

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
  • View RCG Profile
  • View Questions on RCG

Q: Peter and His Wonder Team
GMP just reported 2nd Quarter results. Please give your assessment and implications going forward. Thanks!
Dr.Ernest Rivait

Upvote 0

Read Answer Asked by Ernest on August 08, 2017

• United States Steel Corporation (X)
  • P/E (TTM): 148.24X Cap: $12.41B
  • View X Profile
  • View Questions on X

Q: With the price being relatively low, is this a good entry point for US Steel? And do you consider it more a trade rather than an investment position in this company?....just wondering.....Tom

Upvote 0

Read Answer Asked by Tom on August 08, 2017

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Bank of Montreal (BMO $158.68)
  • $158.68 P/E (TTM): 13.88X Cap: $114.57B
  • View BMO Profile
  • View Questions on BMO
• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR
• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• DIRTT Environmental Solutions Ltd. (DRT $0.75)
  • $0.75 P/E (TTM): 16.94X Cap: $142M
  • View DRT Profile
  • View Questions on DRT
• Imvescor Restaurant Group Inc. (IRG $4.01)
  • $4.01 P/E (TTM): 21.1X
  • View IRG Profile
  • View Questions on IRG

Q: Can I please have your analysis of the following stocks that are in a TSFA: BMO, DRT, IRG, MDA, PHO, SJ AND SYZ.
Long term investments. Thank you.

Upvote 0

Read Answer Asked by Lois on August 08, 2017

• Black Diamond Group Limited (BDI $11.71)
  • $11.71 P/E (TTM): 22.29X Cap: $771M
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

Q: Based on the belief that "BDI was a good company in a bad sector", I have main my position in the company and have been trying to ride out the storm. Is this a sound decision? Are this years wild fires likely to affect BDI's sustainability (for better or worse) moving forward?

DON

Upvote 0

Read Answer Asked by Donald on August 08, 2017