Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.55)
  • $44.55 P/E (TTM): 5.95X Cap: $18.06B
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• Vanguard FTSE Canada Index ETF (VCE $60.73)
  • $60.73 P/E (TTM): 31.44X Cap: $2.45B
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Q: As between the two Canadian Equity ETFs - XIC and VCE - which one would be your choice?

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Read Answer Asked by M on May 09, 2018

• Roland Mineral Enterprises Corp. (RME $0.18)
  • $0.18 Cap: $28M
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Q: Hi 5i,
Please comment on Q1 results. The stock appears to be taking a little hit this morning.
Love your service!
Al

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Read Answer Asked by Al on May 09, 2018

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: How does it compare to other Industrial REITS? Is this area becoming over-built compared to Office, Residental etc.

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Read Answer Asked by Gordon on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Feel free to ignore this if you are getting a bunch of questions about LIQ. But, can you comment on earnings, the overall direction of the business and trust in the management team?

Thank you.

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Read Answer Asked by Alex on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Can you please comment on the earnings release.

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Read Answer Asked by Janice on May 09, 2018

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,343.80)
  • $2,343.80 P/E (TTM): 8.44X Cap: $50.62B
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Q: Hi Peter, Prem is certainly a smart cookie, but what does he see in Torstar that makes him such a fan ? Thanks, Paul

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Read Answer Asked by Paul on May 09, 2018

• Alphabet Inc. (GOOG $203.63)
  • $203.63 P/E (TTM): 21.54X Cap: $2.43T
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• Microsoft Corporation (MSFT $527.18)
  • $527.18 P/E (TTM): 38.27X Cap: $3.87T
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Q: I would like to purchase either Microsoft or Google. I am looking at a five year or more time period. Which of the two would you recommend purchasing and your reasons and comments would be appreciated. Thanks

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Read Answer Asked by Brian on May 09, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Can you tell me your general thoughts about canwel? Is this divvy safe? Would they get hit in a housing slowdown?

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Read Answer Asked by Cory on May 09, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on May 09, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Kinaxis Inc. (KXS $199.74)
  • $199.74 P/E (TTM): 428.71X Cap: $5.51B
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• Premium Brands Holdings Corporation (PBH $93.26)
  • $93.26 P/E (TTM): 35.01X Cap: $4.19B
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• Savaria Corporation (SIS $21.02)
  • $21.02 P/E (TTM): 30.25X Cap: $1.52B
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• Box Inc. Class A (BOX $31.22)
  • $31.22 P/E (TTM): 24.66X Cap: $4.49B
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• Rapid7 Inc. (RPD $20.09)
  • $20.09 P/E (TTM): 44.69X Cap: $1.20B
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Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!

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Read Answer Asked by Rick on May 09, 2018

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $39.05)
  • $39.05 P/E (TTM): 11.46X Cap: $9.01B
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Q: Could comment on their earnings today.
The fact that they have doubled their dividend seems very bullish.Would you recommend taking a initial position at this time?
What is the payout ratio?
Thanks

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Read Answer Asked by Thomas on May 09, 2018

• Walmart Inc. (WMT $103.99)
  • $103.99 P/E (TTM): 44.33X Cap: $829.40B
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Q: Judging by this mornings pre-market action, investors don’t seem to like the Flipkart deal. Is this because of the hit on the earnings in the short/mid term?

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Read Answer Asked by John on May 09, 2018

• Cognex Corporation (CGNX $41.71)
  • $41.71 P/E (TTM): 59.29X Cap: $6.79B
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018

• TD International Equity Index ETF (TPE $25.76)
  • $25.76 P/E (TTM): 16.72X Cap: $3.21B
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Q: I own TD International Index-e, which has been a solid low-MER performer; however, I noticed that TD now has a new ETF called TD International Equity Index ETF (TPE) which has even lower MER. Does it make sense to switch from the fund to the ETF (in registered accounts, where no capital gain would be triggered)?

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Read Answer Asked by M on May 09, 2018

• Calfrac Well Services Ltd. (CFW $3.70)
  • $3.70 P/E (TTM): 19.0X Cap: $326M
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Q: Can you please give me your opinion of Calfrac for a buy right now?

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Read Answer Asked by Susan and Philip on May 09, 2018

• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: how does today's sale of some assets for over $1bln maximize shareholder value for ENF holders?
or did they just sell and give the money to ENB?

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Read Answer Asked by adam on May 09, 2018

• AltaGas Ltd. (ALA $41.70)
  • $41.70 P/E (TTM): 15.81X Cap: $12.49B
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Q: Peter,

Could you please advise whether ala.r still makes more sense as an investment than ala. Correct me if I've got anything wrong here: Given the share price difference between when receipts were issued ($31) and today's share price (~$25). If the WGL merger fails, one gets the $31, right? If it succeeds, one gets equivalent shares in ala which appears to be making a decent recovery in share price. Meanwhile, one collects the ~9% dividend.

The only downside I see to ala.r versus ala is that the bid/ask spread is wider (is this because it trades more thinly). In this case, do you recommend a limit order?

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Read Answer Asked by David on May 09, 2018

• Kinross Gold Corporation (K $26.42)
  • $26.42 P/E (TTM): 15.13X Cap: $32.33B
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Q: stock price had a nice pop this afternoon after being down earlier in the day...
what are your thoughts on Kinross at this time?
i currently own a few thousand shares at $5.00 and was thinking of adding more considering the volatility in the recent price of gold.
(my total gold holdings at this time are about 3%)

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Read Answer Asked by ed on May 09, 2018

• iShares Short Treasury Bond ETF (SHV $110.24)
  • $110.24 Cap: $20.88B
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Q: Hello,
I am looking for a place to park U.S. dollars. Would this be a good choice?
Thanks

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Read Answer Asked by Deborah on May 09, 2018

• Box Inc. Class A (BOX $31.22)
  • $31.22 P/E (TTM): 24.66X Cap: $4.49B
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• Dropbox Inc (DBX $27.26)
  • $27.26 P/E (TTM): 17.7X Cap: $7.25B
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Q: If you were to choose between the two above for exposure to growth in cloud computing which would you choose and why? Other suggestions are welcome as well. Cheers, Shyam

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Read Answer Asked by Shyam on May 09, 2018