Investment Q&A

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.65)
  • $13.65 P/E (TTM): 19.39X Cap: $380M
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• Velan Inc. Subordinate Voting Shares (VLN $16.30)
  • $16.30 P/E (TTM): 87.85X Cap: $355M
  • View VLN Profile
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Q: With the recent decline of CSW and VLN, do you see them has a good entry from a growth perspective? Thanks!

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Read Answer Asked by Etienne on April 06, 2018

• Enbridge Inc. (ENB $68.82)
  • $68.82 P/E (TTM): 24.56X Cap: $151.42B
  • View ENB Profile
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Q: I understand that the key criterion for evaluating a company’s ability to continue to pay a dividend is “ free cash flow”.

1. What is ENB’s free cash flow?
2. What is the dividend payout ratio?
3. Is free cash flow projected to grow over the next 3 years?
4. I looked for this information on your “profile “ page for ENB.
I did find 5 yr dividend growth 17.48 ... is that a percentage number for that time period?
I did find price to cash flow but not the information I was looking for.

Can you help me both with the information requested and provide some guidance in how best to interpret and use the profile information.

Thanks for all your help here.

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Read Answer Asked by Donald on April 06, 2018

• Brookfield Business Partners L.P. (BBU.UN $46.10)
  • $46.10 Cap: $9.79B
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Q: Do you know what is driving BBU.UN? It has made quite a significant move but no news that I can find. Thank you.

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Read Answer Asked by John on April 06, 2018

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Have a 3% position @ $1.93 p/p.Add,hold or sell?Txs for u usual great services & views

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Read Answer Asked by Peter on April 06, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $19.29)
  • $19.29 P/E (TTM): 16.94X Cap: $2.01B
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Q: Gentlemen,
TOY , (down 6%, position PF 0.5%)
Sell, buy more, or hold ?
Thanks
BR

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Read Answer Asked by Djamel on April 06, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Some hype today about CPG buying lots of land/drilling rights in the Duvernay. Is this a time to buy CPG?

Thanks!

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Read Answer Asked by Austin on April 06, 2018

• Linamar Corporation (LNR $73.22)
  • $73.22 P/E (TTM): 21.68X Cap: $4.51B
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• Martinrea International Inc. (MRE $10.39)
  • $10.39 Cap: $781M
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• Magna International Inc. (MG $64.87)
  • $64.87 P/E (TTM): 11.6X Cap: $19.33B
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• Exco Technologies Limited (XTC $6.85)
  • $6.85 P/E (TTM): 11.18X Cap: $264M
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Q: In tracking these four auto parts companies, all seem to have been doing very well in this volatile market. Even ACQ enjoyed a ~5% bump today! Wondering if the reason is somehow related to Trump's tariff controversy. Thanks.

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Read Answer Asked by RANDALL on April 06, 2018

• Birchcliff Energy Ltd. (BIR $5.89)
  • $5.89 P/E (TTM): 20.86X Cap: $1.59B
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Q: BIR has rallied in the last few weeks, any particular reason other than me selling it?

Leo

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Read Answer Asked by Leo on April 06, 2018

• NVIDIA Corporation (NVDA $185.63)
  • $185.63 P/E (TTM): 53.45X Cap: $4.50T
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Q: What do you make of Citron Research's comments on NVIDIA today?

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Read Answer Asked by Grant on April 06, 2018

• CES Energy Solutions Corp. (CEU $9.37)
  • $9.37 P/E (TTM): 11.85X Cap: $2.07B
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• Ensign Energy Services Inc. (ESI $2.62)
  • $2.62 Cap: $472M
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• Precision Drilling Corporation (PD $80.37)
  • $80.37 P/E (TTM): 12.2X Cap: $1.06B
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Q: With ConocoPhillips and CPG buying large acreage in the Montney play in BC and Alberta they must be planning a lot of drilling. Which drilling companies would benefit the most from this ? Thanks. Rod

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Read Answer Asked by Rodney on April 06, 2018

• Alimentation Couche-Tard Inc. (ATD $72.92)
  • $72.92 P/E (TTM): 19.95X Cap: $68.91B
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Q: Another one. Can you explain what is going on with ATD.B today?

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Read Answer Asked by Darcy on April 05, 2018

Q: I took a loss on KWH.UN in 2017 ( one of very few losses on 5i recommendations!) . Is the Return of Capital reported on the Crius T3 added or deducted from the Cost Basis? Thanks!

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Read Answer Asked by Aileen on April 05, 2018

• AltaGas Ltd. (ALA $42.55)
  • $42.55 P/E (TTM): 16.64X Cap: $12.92B
  • View ALA Profile
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Q: Hello
Just wondering how close we are to cashing in the receipts for $31.00?
Thanks
Rick

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Read Answer Asked by Rick on April 05, 2018

• Micron Technology Inc. (MU $185.97)
  • $185.97 P/E (TTM): 33.72X Cap: $214.34B
  • View MU Profile
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
  • View BUS Profile
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Q: i own both.
bus earnings seemed ok, your observation.
mu, i know its cheap cheap, no debt but i think it was downgraded to a sell today with a 35 target, what am i missing dave

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Read Answer Asked by david on April 05, 2018

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
  • View BUS Profile
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Q: Please comment on why the market was disappointed in today's earnings and outlook. Thanks

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Read Answer Asked by george on April 05, 2018

• Micron Technology Inc. (MU $185.97)
  • $185.97 P/E (TTM): 33.72X Cap: $214.34B
  • View MU Profile
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Q: MU taking a hit today on UBS sell rating and a $35 target price. Could I have your evaluation of this. Should I sell and if so what would you replace it with. Thanks

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Read Answer Asked by Bruce on April 05, 2018

• Miscellaneous (MISC)
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Q: Please do not deduct a credit if possible as a one sentence response.What is "at the market equity program that allows a company to issue up to a certain amount of shares"?Txs for u usual great services & views

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Read Answer Asked by Peter on April 05, 2018

• Bear Creek Mining Corporation (BCM $0.56)
  • $0.56 Cap: $186M
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $55.23)
  • $55.23 P/E (TTM): 27.16X Cap: $20.20B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
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Q: Peter and His wonder Team
Please give your opinion on the silver sector. Do you think it is undervalued going forward? Please recommend several companies that are stable and of great value or"cheap"! Thanks!

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Read Answer Asked by Ernest on April 05, 2018

• Nektar Therapeutics (NKTR $57.90)
  • $57.90 Cap: $1.13B
  • View NKTR Profile
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Q: Hi 5iResearch Team,
I am thinking of taking a position on Nektar Therapeutics (NKTR.O) and would like to get your comments on this company as well as its Q4 earnings released on March 1.
Cheers,

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Read Answer Asked by Harry on April 05, 2018

• eCobalt Solutions (ECS.TO)
  • View ECS.TO Profile
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Q: Hi could I please have your opinion on eCobalt Solutions as a speculative Cobalt company. I looked at the Thompson Reuters evaluation on TD waterhouse and they give it a "10" out of 10 rating. Also 2 analysts list it as a "strong buy". With the Cobalt price surging I'm looking for a way to benefit from the growth in demand, but with a company that has no ties to the Congo. Do you see potential in this company for a small hold? Technically it is right at the 200 day moving average.

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Read Answer Asked by Kel on April 05, 2018