Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.37)
  • $77.37 P/E (TTM): 16.21X Cap: $13.67B
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Q: Hi Peter & Co
I planning to add either WPK or CCL to my holdings in the Industrial segment; WPK currently has a lower RSI than CCL, but is that a good-enough reason to select it?
Tony

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Read Answer Asked by Antoine on May 11, 2014

• Birchcliff Energy Ltd. (BIR $6.56)
  • $6.56 P/E (TTM): 13.28X Cap: $1.78B
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Q: Any thoughts on BIR? Buy, hold or sell?

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Read Answer Asked by Tony on May 11, 2014

Q: Could you comment on whether or not the Heritage shares spun off by Counsel are worth keeping. Many thanks.

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Read Answer Asked by Alexandra on May 11, 2014

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $185.49)
  • $185.49 P/E (TTM): 17.11X Cap: $10.23B
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Q: Canadian Tire seems to be firing on all cylinders recently and the stock price has risen accordingly.
Would you be a buyer at this level?
Thank you again for this great service.
Shirley

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Read Answer Asked by shirley on May 11, 2014

Q: Hi Peter and team.WEQ To.Opinion and is div sustainable?
Thank You,Gaston.

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Read Answer Asked by Gaston on May 11, 2014

Q: Have you formed any opinion on Navigator Holdings Ltd....NVGS on the Nasdaq? Thank you.

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Read Answer Asked by Gary on May 11, 2014

Q: Peter Unfortunately I was not able to watch you on BNN or watch your Dividend Ninja presentation Will you be posting a link anytime soon in the 5I website I would really like to watch both

Thanks

Paul

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Read Answer Asked by Paul on May 11, 2014

Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony

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Read Answer Asked by Antoine on May 11, 2014

• Ovintiv Inc. (OVV $55.23)
  • $55.23 P/E (TTM): 17.57X Cap: $14.37B
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Q: Hi Peter and 5iResearch Team,
I have held Encana, ECA for what seems forever - purchased at $29.79. Should I continue to hold this stock, with the recent company changes? Do you like this stock or is their a much better option for solid LT growth and dividend in the oil and gas sector.
Thank you.
LInda

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Read Answer Asked by Linda on May 11, 2014

• International Business Machines Corporation (IBM $250.67)
  • $250.67 P/E (TTM): 43.22X Cap: $233.50B
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Q: Hi, Could you please give me your opinion on IBM as a long-term hold? Thanks, JR

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Read Answer Asked by John on May 11, 2014

• Enghouse Systems Limited (ENGH $22.79)
  • $22.79 P/E (TTM): 16.02X Cap: $1.25B
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Q: I am considering an initial investment in ESL. My main reservation is the current valuation. It trades at a very high p/e, even for its growth rate. I like to buy with a margin of valuation safety. Is the valuation stretched at this point relative to its historical trading valuation.

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Read Answer Asked by Joel on May 11, 2014

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 11.41X Cap: $18.39B
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Q: Would you consider AVO a buy at this price?

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Read Answer Asked by Randy on May 11, 2014

Q: Hi great spot on BNN today !
If I could get an opinion of BYL Baylin Technologies from the current share price .
I understand they are in the process of trying to waterproof their antenna (patented) which covers the whole frequency spectrum 700mhz to 2.7ghz which will satisfy Samsungs needs,
and they have a new plant coming online in Vietnam
Stats I have read have predictions of 20 billion wireless devices by 2020 .... Do you think they have the potential to do decently in the future

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Read Answer Asked by David on May 10, 2014

Q: What are your thoughts on mortgage prepayment vs investing the same amount in investment and or TFSA account with current mortgage rates less than 3%? Is one better than the other or should we do this half and half (ie. if I have 2000 saved I put 1000 as mortgage prepayment and 1000 towards investment? Also what about investing using a home equity line of credit and writing off the interest costs?

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Read Answer Asked by Shyam on May 10, 2014

Q: Is there a place (for the average guy) to see those large block sales such as what occurred with WCP today? Also, why do they blast shares out like that since it is probable that it will drive the share price down and they end up getting less for their shares?

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Read Answer Asked by john on May 10, 2014

• Cummins Inc. (CMI $373.23)
  • $373.23 P/E (TTM): 17.81X Cap: $51.41B
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Q: CMI Keeps dropping. Your thougts. Thank You Andy

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Read Answer Asked by Andy on May 09, 2014

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 7.06X Cap: $6.03B
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Q: Peter what on earth could cause investors to sell off this great company so dramatically. WCP
Kind Regards Stan

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Read Answer Asked by Stan on May 09, 2014

Q: would appreciate your current view on TCAP

thanks

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Read Answer Asked by Behrouz on May 09, 2014

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hello Peter & Co
I only hold TCN (rating C+) in the Real Estate segment of my portfolio whereas you hold FSV (rating B); is there a point to make a switch?
Thanks
Tony

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Read Answer Asked by Antoine on May 09, 2014

• AutoCanada Inc. (ACQ $26.16)
  • $26.16 Cap: $605M
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Q: I like and own lots of autocanada, and obviously you like it as well.so would buy more right here at about 64.50. dave

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Read Answer Asked by david on May 09, 2014