Investment Q&A

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.65)
  • $6.65 P/E (TTM): 20.72X Cap: $718M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: GS reported earnings yesterday. If I understand the report correctly, the quarterly earnings do not appear to cover the quarterly dividend. Plus, a special dividend is being paid. Can you please discuss/ explain the report and advise whether, in your opinion, the situation is sustainable? Thank you kindly in advance for your reply. Following these results would you continue to prefer FSZ over GS?

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Read Answer Asked by Joanne on May 15, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $42.77)
  • $42.77 P/E (TTM): 10.83X Cap: $12.91B
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• Vanguard Total International Stock (VXUS $69.71)
  • $69.71 P/E (TTM): 0.45X Cap: $93.92B
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Q: Could you comment on XEF as the sole holding for non-N.American exposure, and what would you consider the maximum holding as a percent of total portfolio? Are there any other ETFs that you prefer for this purpose?
Thank-you

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Read Answer Asked by grant on May 15, 2018

• AgJunction Inc. (AJX $0.74)
  • $0.74 Cap: $89M
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Q: AgJunction moved up in March on news of a large order and has been flat at 0.90 since then. Do you feel this stock is worth holding on to for awhile? Also, has there been any indication of what the margins may be on that large order once they start delivering it?

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Read Answer Asked by Brent on May 15, 2018

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you think it could get worse for DHX.B? I own some shares and am trying to decide whether to sell or hold. The company is moving to pay down debt but it sure took a big hit today.

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Read Answer Asked by BRYAN on May 15, 2018

• VanEck Vectors Gaming ETF (BJK $45.10)
  • $45.10 P/E (TTM): 17.77X Cap: $27M
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Q: HI group is there an etf for the gaming / gamblin stocks and is it a good wayto lessen the risk in playing the sector

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Read Answer Asked by Terence on May 15, 2018

• CES Energy Solutions Corp. (CEU $7.26)
  • $7.26 P/E (TTM): 9.42X Cap: $1.63B
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Q: So why is CEU down 7% today? They reported but was the quarter that bad?

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Read Answer Asked by William on May 15, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.07)
  • $78.07 P/E (TTM): 16.1X Cap: $13.80B
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• Savaria Corporation (SIS $20.32)
  • $20.32 P/E (TTM): 29.3X Cap: $1.45B
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Q: I bought equal positions of SIS and CCL.B, which are in your balanced portfolio August 2017. Since then SIS is up 24% and CCL.B is up 12%. It seems that there is a lot more growth potential in SIS, so therefore I am considering selling CCL.B and adding proceeds to SIS. Would you agree with this trade? Or would you recommend another stock to add to with my CCL.B proceeds for better growth and momentum?

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Read Answer Asked by Curtis on May 15, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: I noted that Liq, did not trade today (Monday May 14) , any specific reason?
Many thanks, Arnolda

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Read Answer Asked by Arnolda C on May 14, 2018

• Aurora Cannabis Inc. (ACB $5.81)
  • $5.81 P/E (TTM): 63.4X Cap: $326M
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• Leaf Mobile Inc. (LEAF)
  • P/E (TTM): -6.3X Cap: $216M
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Q: Any insights now that there are details on the acquisition? Is LEAF now a buy in the $25-$26 range?

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Read Answer Asked by Andrew on May 14, 2018

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.26B
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• TransAlta Corporation (TA $16.74)
  • $16.74 Cap: $4.96B
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Q: Hi,

I currently own Transalt. Should I add to my position or sale TA and create a new position with AQN. Which one would be good for a long term investment.

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Read Answer Asked by Edward on May 14, 2018

• LGX Oil + Gas Inc. (OIL $0.01)
  • View OIL Profile
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Q: Hello,

At what higher price would you view oil going from a net positive for the country to a net negative?

Regards,

Robert

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Read Answer Asked by Robert on May 14, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $185.11)
  • $185.11 P/E (TTM): 17.11X Cap: $10.21B
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• Alimentation Couche-Tard Inc. (ATD $70.79)
  • $70.79 P/E (TTM): 19.07X Cap: $67.11B
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Q: Hi 5i team,
With the recent pullback in the stock price of both Canadian Tire (CTC.A) and Alimentation Couche-Tard, if you only had to pick one, which one would you choose for the next 3-5 years?

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Read Answer Asked by Benoit on May 14, 2018

• Tucows Inc. (TC $24.80)
  • $24.80 Cap: $274M
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Q: Morning guys:
Is this name a buy , sell , or hold . Plan is for a 3 to 5 year time horizon.

Thanks.

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Read Answer Asked by Mark on May 14, 2018

• Meta Platforms Inc. (META $771.99)
  • $771.99 P/E (TTM): 29.85X Cap: $1.93T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
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• Box Inc. Class A (BOX $31.99)
  • $31.99 P/E (TTM): 24.47X Cap: $4.63B
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Q: Looking to add a couple of different stocks to my TFSA. Based on your article in the FP, thinking of these as possibilities, but I have 28% in my IT already. I have 11% to invest after having sold TOY and ATD.B.

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Read Answer Asked by stephen on May 14, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
  • View GPS Profile
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Q: Your latest comment was to wait until May 11 for report before making any changes.Do you recommend any changes?I have a small gain but not much more patience.Do you have a recommended replacement?

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Read Answer Asked by Maurice on May 14, 2018

• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: Recent earnings did not look good. Market did not punish the shares is that because everyone is still waiting on a take out? Still worth holding?

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Read Answer Asked by Sal on May 14, 2018

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $215.08)
  • $215.08 P/E (TTM): 55.24X Cap: $10.82B
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Q: What is your view on this company? Why is the stock up quite a bit today? Would you consider it a buy or hold at these prices? Tnx for the great work.

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Read Answer Asked by Jacques on May 14, 2018

• Savaria Corporation (SIS $20.32)
  • $20.32 P/E (TTM): 29.3X Cap: $1.45B
  • View SIS Profile
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Q: I've noticed that the CEO and CFO of Savaria have 'direct ownership' of a small number of SIS shares but a very large number as 'indirect ownership'. Can you explain the strategy and implications? Also if their ownership is through a parent company, which one?

Thanks
Dave

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Read Answer Asked by Dave on May 14, 2018

• Ianthus Capital Holdings Inc. (IAN)
  • View IAN Profile
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Q: Hi folks,
Can you tell me why trading was halted on IAN today?
Also, what do you think of Aurora's acquisition in terms of strengthening Aurora's place in the med useage market?

Thanks

Bill

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Read Answer Asked by Bill on May 14, 2018

• Strathcona Resources Ltd. (SCR $34.07)
  • $34.07 P/E (TTM): 10.12X Cap: $7.29B
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Q: Volume of approx. 3 million and about 60% bump not significant?

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Read Answer Asked by Maurice on May 14, 2018