Investment Q&A

• Skyworks Solutions Inc. (SWKS $67.63)
  • $67.63 P/E (TTM): 26.52X Cap: $10.19B
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Q: Hi Peter and Ryan,
Pls give your thought and outlook on Skyworks Solution's quartly earning.

It reported slightly miss in earning, but the stock popped up 12% this morning, was it because the company gave positive earning and revenue guidance or the 2b. share buy back?

Thanks as always.

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Read Answer Asked by Pui on February 07, 2019

• Labrador Iron Ore Royalty Corporation (LIF $26.93)
  • $26.93 P/E (TTM): 12.38X Cap: $1.69B
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Q: LIF-T is up over 39% since January 21st. Iron Ore prices are up significantly as well.
Should shareholders be concerned regarding the news release today by Altius Minerals Corp regarding their communication to the board of LIORC on Jan 25th and the Feb 1st LIORC response to Altius? Thanks

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Read Answer Asked by Gordon on February 07, 2019

Q: I am down on ARX and TRP.
Are these two worth holding on to or should I move on.
What are a good substitutes for them.
Thanks in advance

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Read Answer Asked by John on February 07, 2019

• Automotive Properties Real Estate Investment Trust (APR.UN $11.36)
  • $11.36 P/E (TTM): 11.74X Cap: $546M
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Q: Morning guys:
Is this worthy of a solid growth investment. Noticed it has a yield close 8 percent.
Thx

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Read Answer Asked by Mark on February 07, 2019

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• Power Corporation of Canada Subordinate Voting Shares (POW $56.20)
  • $56.20 P/E (TTM): 13.45X Cap: $35.92B
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Q: I have been a long term holder of POW and have become frustrated with the performance of the share price and dividend increases. I am interested in replacing it with ENB, BIP.UN, or IPL ? I accept that these companies are in different sectors. It seems the Demarais family cannot enhance shareholder value despite the multiple voting shares they hold. Thanks. Joe

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Read Answer Asked by Joseph on February 07, 2019

• Pembina Pipeline Corporation (PPL $51.41)
  • $51.41 P/E (TTM): 16.75X Cap: $29.81B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: I own both and wonder if that makes sense .
I am considering selling ppl and purchase more ipl to capture the greater yield .
The upside for each I am assuming should be more or less equal.
Do you think this would be prudent

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Read Answer Asked by Leon on February 07, 2019

• Pieridae Energy Limited (PEA)
  • Cap: $95M
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Q: Hi

I received these shares from when they took over IKM. They are down quite a bit, what are your thoughts on PEA?
Thanks

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Read Answer Asked by Amy on February 07, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $52.52)
  • $52.52 P/E (TTM): 26.71X Cap: $1.77B
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Q: Correct me if I am wrong, but there seems to be some
insider buying and company repurchasing of shares of Badger Daylighting in the last several months. Would you
consider this to be a buy still or has it gone up too much
already? Thanks

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Read Answer Asked by James on February 07, 2019

• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.38B
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Q: Hi Team. I would like the percentage change in the short positions on Eif on both sides of the border. Thank you so much, Alan

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Read Answer Asked by Alan on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: What would you suggest? Upon the completion of the the sale of Crius Energy Trust (KWH.UN) at the close of the proposed sale should I accept the offer and exit or should or should I grant my shares to the new firm, Vistra Energy (VST)?

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Read Answer Asked by David on February 07, 2019

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $76M
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Q: some good news with this stock. should I buy more. thanks

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Read Answer Asked by William on February 07, 2019

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.84)
  • $10.84 P/E (TTM): 20.53X Cap: $738M
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Q: What is the big difference in Spotify and Stingray?
Sounds to me Spotify is taking over the digital music market pretty drastically.
What are the chances for Stingray?

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Read Answer Asked by Josh on February 07, 2019

• Element Fleet Management Corp. (EFN $36.83)
  • $36.83 P/E (TTM): 27.37X Cap: $14.55B
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Q: I owned efn in the past but sold last year as a tax loss. is it time to repurchase this stock. thanks bill

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Read Answer Asked by William on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: VST is acquiring KWH. Comments on the transaction please ?

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Read Answer Asked by Luc on February 07, 2019

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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Q: My full position in Nvidia has fallen to a half position. Would you bring back to a full position at this point?
Thanks Peter

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Read Answer Asked by Peter on February 06, 2019

• Methanex Corporation (MX $46.31)
  • $46.31 P/E (TTM): 11.2X Cap: $3.07B
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Q: Hello: I notice the price of MX has dropped from over $100 to its present level. I have shares in my RRIF. I bought in when the price was much lower. Would you suggest selling now and repurchasing later or wait out for prices to improve again?
Thanks
Ken Beatty

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Read Answer Asked by Ken on February 06, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.37)
  • $77.37 P/E (TTM): 16.21X Cap: $13.46B
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Q: Morning guys:
I sold this for tax loss purposes.is it a good entry point now to jump back in . Seems to be getting some momentum .
Thx
Mark

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Read Answer Asked by Mark on February 06, 2019

• AltaGas Ltd. (ALA $40.80)
  • $40.80 P/E (TTM): 21.84X Cap: $12.34B
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• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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Q: Hello 5i team
I am down 72% on ALA in my RSP and. 54% down on VET in my RSP
My ALA is a huge position and my loss is over 10,000 . My RSP strategy was “buy and hold” , and I was previously murdered in oils in 2014. I am 69 years old and won’t really rely on my RiF but it really bothers me to take such a loss that can’t be declared. They both pay dividends , but can one expect that they will ever turn around ? I could use a suggestion ... the last time I looked at my RSP I was so ashamed that I bought Shopify as a crap shoot ... turned out to be a good move. Thank you

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Read Answer Asked by Thomas on February 06, 2019

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: I have a 4% position in Dream Global in my portfolio. I am trying to find out what the insider holdings are but when I look under the 5i 'Companies' tab it states ' No data exists ' for the insider holdings. Would you have another source that can provide this info? Thanks!

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Read Answer Asked by Robert on February 06, 2019

Q: PAVE. Do you think this is a good investment to capitalize on infrastructure build out in the US??
Compared to WSP??

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Read Answer Asked by Bill on February 06, 2019