Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $10.14)
  • $10.14 Cap: $2.80B
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• Chartwell Retirement Residences (CSH.UN $20.00)
  • $20.00 P/E (TTM): 90.64X Cap: $6.07B
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• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
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Q: Which 3 reit's would you recommend for a hold of several years?

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Read Answer Asked by William on August 09, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.38)
  • $225.38 P/E (TTM): 87.93X Cap: $290.35B
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Q: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.

For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?

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Read Answer Asked by John on August 09, 2016

• Tucows Inc. (TC $30.40)
  • $30.40 Cap: $336M
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Q: Hello 5i, Tucows got a nice pop today, what do you think of the earnings release and risk / reward going forward?

THanks Kuldar

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Read Answer Asked by Kuldar on August 09, 2016

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: What do you think of this deal of Inter Pipeline to buy The William Companies a Canadian Natural Gas Midstream business, their given almost 4% discount on the deal? Thanks

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Read Answer Asked by OSCAR on August 09, 2016

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Hi good deal or bad deal
Kind regards
Stan

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Read Answer Asked by Stan on August 09, 2016

• Vermilion Energy Inc. (VET $12.77)
  • $12.77 Cap: $1.93B
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Q: Hi today's results looked very encouraging .do you agree
Kind regards
Stan

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Read Answer Asked by Stan on August 09, 2016

Q: Now that Long run has just been delisted what next for
us poor few that still have a couple of shares??
Thanks

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Read Answer Asked by Bill on August 09, 2016

• Concordia Healthcare (CXR)
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Premium Brands Holdings Corporation (PBH $99.10)
  • $99.10 P/E (TTM): 66.01X Cap: $4.42B
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• K-Bro Linen Inc. (KBL $35.55)
  • $35.55 P/E (TTM): 20.96X Cap: $454M
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Q: I currently own Amaya and would like to sell and buy either CXR, KBL or PBH. How would you rank these 3 stocks for 2 year total return potential and why.

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Read Answer Asked by Sandy on August 09, 2016

• Miscellaneous (MISC)
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Q: I found a PREFERRED SHARE listing put out by CIBC Wood Gundy that shows the yield, the price, the reset dates, and reset yields. I have found this very helpful but I don't believe it is a complete listing. I contacted BMO Investorline but their searches weren't helpful. Do you know a site where I can find this information. Thank you for your help.

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Read Answer Asked by judy on August 09, 2016

• AirBoss of America Corp. (BOS $4.12)
  • $4.12 Cap: $114M
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Q: Please comment on the current valuation of the company? At this time would you change any of the grades for the key metrics from the June 2015 Report Card?

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Read Answer Asked by Marc on August 09, 2016

• Northland Power Inc. (NPI $17.04)
  • $17.04 Cap: $4.48B
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Q: I would like your opinion on Npi. Is it a sell or hold? Thank you.

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Read Answer Asked by John on August 09, 2016

• Premier American Uranium Inc. (PUR $0.89)
  • $0.89 Cap: $54M
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Q: What did you think of Pur's earnings? Did they miss or beat estimates?

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Read Answer Asked by Carla on August 09, 2016

• Fortis Inc. (FTS $71.19)
  • $71.19 P/E (TTM): 20.71X Cap: $36.02B
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• Emera Incorporated (EMA $66.60)
  • $66.60 P/E (TTM): 18.26X Cap: $20.13B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: What are your thoughts on the earnings of the above companies - Emera just bumped up their dividend by 10% and results looked good. Results were good for Fortis and Enercare also. All 3 have exposure to US.

I currently hold Enercare and am looking to add more weight for long term (20+ years) to utilities. Any recommendations ?

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Read Answer Asked by Mayur on August 09, 2016

• Emera Incorporated (EMA $66.60)
  • $66.60 P/E (TTM): 18.26X Cap: $20.13B
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Q: Could I please have your thoughts and analysis on Emera's 2nd quarter earnings. Thank You.

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Read Answer Asked by Brian on August 09, 2016

Q: Hi.

Im curious questrade has lower commission fees and and dont charge buying etf, only when you sell. Do they have the same coverage with stocks and etf with other brokers? Im with TD and thinking to switch to questrade. Your opinion please.

Thanks, Sunday

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Read Answer Asked by sunday on August 09, 2016

• Dividend 15 Split Corp. Class A Shares (DFN $7.18)
  • $7.18 P/E (TTM): 11.98X Cap: $856M
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Q: How would you compare Dividend 15 Split (DFN) with Dividend Select 15 (DS)? Which, if any, would you prefer?

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Read Answer Asked by Douglas on August 08, 2016

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: re:patient home monitoring
well above average volume for the past few trading days...
substantial gain in stock price!
any idea or rumours you are aware of??
ed

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Read Answer Asked by edward on August 08, 2016

• Slyce (SLC)
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Q: Is there any hope for this stock, or should I just bail out and lick my wounds? Thanks1

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Read Answer Asked by Gregory on August 08, 2016

• Miscellaneous (MISC)
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Q: Hi Guys,
My Consumer Cyclical allocation is 29% of my portfolio, the companies are CCL.B 4%, DIS 3.5%, HD 3.5%, SBUX 3.5%, BYD.UN 2%, GIL 2%, AW.UN 2%, MG 2%, CGX 2%, DHX.B 1%, AYA 1%, BOS 1%, NFI 1%.
I am holding AYA until the sale of the company and the only stock which I am below water on is BOS. Looking forward to your advice.

thanks

Jim

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Read Answer Asked by jim on August 08, 2016

• Criteo S.A. (CRTO $19.69)
  • $19.69 P/E (TTM): 10.23X Cap: $1.03B
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• MIND Technology Inc. (MIND $10.13)
  • $10.13 P/E (TTM): 2.1X Cap: $75M
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Q: I would like your opinion of the following two companies. CRTO CriteoSA and MIND Mainstreet Capital. Your opinion of their investability, stability, growth, and all other criteria you deem important. Thank you.

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Read Answer Asked by Maureen on August 08, 2016