Investment Q&A

• Loblaw Companies Limited (L $61.26)
  • $61.26 P/E (TTM): 7.62X Cap: $73.64B
  • View L Profile
  • View Questions on L
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.72)
  • $83.72 P/E (TTM): 18.3X Cap: $14.46B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Open Text Corporation (OTEX $46.41)
  • $46.41 P/E (TTM): 17.48X Cap: $11.52B
  • View OTEX Profile
  • View Questions on OTEX

Q: I have a reasonably well-balanced portfolio encompassing many 5i suggestions. I have recently opened a TFSA account and would like your assessment of the above for immediate purchase in that account.
Thanks for your assistance.
Geoff

Upvote 0

Read Answer Asked by Geoffrey on September 19, 2017

• Constellation Software Inc. (CSU $3,350.45)
  • $3,350.45 P/E (TTM): 77.12X Cap: $69.08B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

Upvote 0

Read Answer Asked by Alan on September 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.72)
  • $83.72 P/E (TTM): 18.3X Cap: $14.46B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.

Upvote 0

Read Answer Asked by Peter on September 19, 2017

• Magna International Inc. (MG $73.16)
  • $73.16 P/E (TTM): 14.31X Cap: $20.47B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie

Upvote 0

Read Answer Asked by Maggie on September 18, 2017

• Pembina Pipeline Corporation (PPL $51.33)
  • $51.33 P/E (TTM): 18.56X Cap: $29.49B
  • View PPL Profile
  • View Questions on PPL
• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
  • View VSN Profile
  • View Questions on VSN

Q: This is comment on your answer to Brian's question. For the record the merger has been approved during the July 11th meeting. It is important to know that instruction on options have to be submitted by tomorrow. Otherwise the default is receiving PPL shares subject to proration.

Upvote 0

Read Answer Asked by Saad on September 18, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
  • View PIH Profile
  • View Questions on PIH

Q: Thanks for your help and insight. I have just rec'd a recorded message from the CFO, I think, of PIH to vote my shares in support of the Methode plan of arrangement. Is there any other significance to such a call than that there has been a poor response, number of shares-wise, to the plan?

Upvote 0

Read Answer Asked by Gayle on September 18, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.83)
  • $46.83 P/E (TTM): 52.51X Cap: $21.46B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: How could Brookfield Infrastructure (BIP) be up 3.8% at the moment on the NYSE while Brookfield Infrastructure(BIP.UN) is down .57%?

Upvote 0

Read Answer Asked by John on September 18, 2017

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.26)
  • $40.26 P/E (TTM): 14.68X Cap: $1.08B
  • View CDZ Profile
  • View Questions on CDZ

Q: Just looking over the ishares website regarding CDZ, and I don't seem to understand why the dividends have not been increasing steadily and instead have been erratic. For a dividend growth ETF, should the dividends not increase regularly? Can you please help me understand this?

Upvote 0

Read Answer Asked by Nino on September 18, 2017

• Ag Growth International Inc. (AFN $23.38)
  • $23.38 Cap: $426M
  • View AFN Profile
  • View Questions on AFN
  • View Reports on AFN

Q: Is there information relating to the drop in AFN today? What is your opinion of this stock currently?

Upvote 0

Read Answer Asked by LEN on September 18, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.05)
  • $127.05 P/E (TTM): 17.05X Cap: $27.40B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: What's your take on the 4mil+ share buyback from Caisse?

FJ

Upvote 0

Read Answer Asked by Febin on September 18, 2017

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

Q: Hi 5i
Did Siemens AG really not pay a dividend last year? I was looking to buy for diversification purposes till I saw this.
Regards,

Upvote 0

Read Answer Asked by Mark on September 18, 2017

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

Q: I have advanced funds to my sons and their wives, ages approx. 40, to set up TFSA's and suggested they invest in Reits and set them up as Drips. I gave them a list of suggested Reits and I believe they have all followed my suggestions. None of them are really into investing. Could I have your comments on this strategy.

Dennis

Upvote 0

Read Answer Asked by Dennis on September 18, 2017

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

Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait

Upvote 0

Read Answer Asked by Ernest on September 18, 2017

• First Quantum Minerals Ltd. (FM $34.44)
  • $34.44 P/E (TTM): 492.17X Cap: $28.30B
  • View FM Profile
  • View Questions on FM
• United States Steel Corporation (X)
  • P/E (TTM): 148.24X Cap: $12.41B
  • View X Profile
  • View Questions on X

Q: What is your opinion on these companies and the forecast on steel and copper i was thinking of moving in on these companies with the pullbacks they have had. Thank you so much

Upvote 0

Read Answer Asked by Norman on September 18, 2017

• UnitedHealth Group Incorporated (DE) (UNH $334.19)
  • $334.19 P/E (TTM): 17.79X Cap: $302.73B
  • View UNH Profile
  • View Questions on UNH

Q: Is this one of the best plays in healthcare? A great growth stock. It seems to be rolling along with no worries. What's the catch?

Upvote 0

Read Answer Asked by Mark on September 18, 2017

• Microbix Biosystems Inc. (MBX $0.24)
  • $0.24 Cap: $33M
  • View MBX Profile
  • View Questions on MBX

Q: can you provide any insight on this microcap. Any ideas on product potential, mgmt. and burn rate.
thx

Upvote 0

Read Answer Asked by Scott on September 18, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $37.32)
  • $37.32 Cap: $25.18B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN $8.50)
  • $8.50 Cap: $6.51B
  • View AQN Profile
  • View Questions on AQN

Q: Which would you prefer, BEP.UN or AQN, for a conservative income portfolio with no other utility exposure?

Upvote 0

Read Answer Asked by Alex on September 18, 2017

• Global X Lithium & Battery Tech ETF (LIT $64.13)
  • $64.13 P/E (TTM): 0.98X Cap: $1.40B
  • View LIT Profile
  • View Questions on LIT

Q: Hi Team,
Lithium has been on a roll for a while. There are two ETFs and one company that appear to get more coverage in financial news; they all have been steadily rising.
Would any of the mentioned names be viable for investment at this point in time or would you have additional recommendations?
Thank you for your input!

Upvote 0

Read Answer Asked by Sigrid on September 18, 2017

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Canfor Corporation (CFP $11.14)
  • $11.14 Cap: $1.32B
  • View CFP Profile
  • View Questions on CFP
• BRP Inc. Subordinate Voting Shares (DOO $104.28)
  • $104.28 Cap: $7.58B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Spin Master Corp. Subordinate Voting Shares (TOY $20.44)
  • $20.44 P/E (TTM): 26.68X Cap: $2.04B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .

Upvote 0

Read Answer Asked by victor on September 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.69)
  • $231.69 P/E (TTM): 140.31X Cap: $291.94B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi the great team, short term volatility seems to related to actual quarterly earning vs its estimated. In your portfolios, which stocks have good record of beating estimates most of the time and which stocks don't. thanks.

Upvote 0

Read Answer Asked by victor on September 18, 2017