Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
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Q: I am down 18% on AYA & 25% on CBL.
Can I get your opinion on these 2 companies and if I should hold or sell.

Thank You
Craig

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Read Answer Asked by Craig on July 20, 2017

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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Q: Have a position in Novo Resources Corp. and would like to know your break down of this company near and long term.

Thank-you

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Read Answer Asked by Alex on July 20, 2017

• Parkland Corporation (PKI $38.07)
  • $38.07 P/E (TTM): 35.26X Cap: $6.69B
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• Alimentation Couche-Tard Inc. (ATD $70.26)
  • $70.26 P/E (TTM): 19.07X Cap: $67.11B
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Q: Which is a better buy ?

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Read Answer Asked by Kamal on July 20, 2017

• Miscellaneous (MISC)
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Q: How much faith should one put into Recognia valuation charting? Is there any evidence that any of their predictions bear out?
Can you explain how they come up with their projections?
Guy R.

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Read Answer Asked by Guy R. on July 20, 2017

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Hi Team,

Could you please give me an opinion on Katanga Mining, for a 5 year hold of 1%, given that cobalt is required to produce electric vehicle batteries. Could you suggest another similar cobalt miner?

Thanks for all you do!

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Read Answer Asked by Susan on July 20, 2017

• Sun Life Financial Inc. (SLF $84.57)
  • $84.57 P/E (TTM): 15.3X Cap: $48.26B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,402.99)
  • $2,402.99 P/E (TTM): 10.09X Cap: $51.60B
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Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?

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Read Answer Asked by Greg on July 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Do you see any seasonality w/PHO? Price is down YTD. Could this be effect of large institutional investors managing profit/loss statements as the year progresses? Or, is there seasonality in the business generally? Or, none whatsoever?

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Read Answer Asked by Joel on July 19, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?

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Read Answer Asked by Roland on July 19, 2017

• Meta Platforms Inc. (META $761.83)
  • $761.83 P/E (TTM): 29.85X Cap: $1.93T
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Q: IS facebook overpriced (yet)? Thanks Jim

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Read Answer Asked by jim on July 19, 2017

• SPDR S&P 500 ETF Trust (SPY $632.25)
  • $632.25 P/E (TTM): 57.48X Cap: $658.99B
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• Invesco S&P 500 Equal Weight ETF (RSP $182.75)
  • $182.75 P/E (TTM): 45.26X Cap: $71.68B
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Q: Great article on equal sector weighting in the blog! I wonder if the same theory is applicable in the US stock market as well? If so you definitely have a solid case! Thanks.

Shyam

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Read Answer Asked by Shyam on July 19, 2017

• NFI Group Inc. (NFI $18.34)
  • $18.34 Cap: $2.14B
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Q: Can you give a reason or reasons why NFI has been down in value lately?

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Read Answer Asked by James F on July 19, 2017

• NFI Group Inc. (NFI $18.34)
  • $18.34 Cap: $2.14B
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Q: Not sure how much you consider technicals before making purchases, but what do you make of the chart here? Seems to be breaking down. Would you wait a bit for a better deal? Or is that trying to be to cute for whats destined to be a long term hold.

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Read Answer Asked by Josh on July 19, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi,

If you had a choice, which account would you hold KWH.UN in? Is it eligible for the Cdn tax dividend credit?

Thanks,

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Read Answer Asked by Robert on July 19, 2017

• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.26X Cap: $3.06B
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Q: Why the weakness in GSY? The only newS I See is they set the date (Aug,2) for the next earnings release.

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Read Answer Asked by Douglas on July 19, 2017

• Hydro One Limited (H $50.41)
  • $50.41 P/E (TTM): 24.57X Cap: $29.91B
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Q: Hydro One buying Avista for 6.6 billion dollar that is a big acquisition, and they are paying a 20% premium?
The company apparently is issuing a convertible bond at 4%
What is your opinion on this deal?

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Read Answer Asked by OSCAR on July 19, 2017

• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.15X Cap: $3.41B
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Q: What are the expected earnings for EIF. Also what is the current short position numbers. Thanks

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Read Answer Asked by Bruce on July 19, 2017

• Miscellaneous (MISC)
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Q: Hi Team,
When selling to open a put option position that expires in Jan 2018, is the premium received to be reported in 2018 tax return assuming it expires worthless in 2018?
Thank you.

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Read Answer Asked by Victoria Y on July 19, 2017

• Artis Real Estate Investment Trust (AX.UN $7.33)
  • $7.33 Cap: $712M
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• Medical Facilities Corporation (DR $14.29)
  • $14.29 P/E (TTM): 3.35X Cap: $291M
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Q: Hi guys,

Can I get your thoughts on Artis REIT? I've been watching them for some time now. They have managed the Alberta downturn relatively well. Do you know, based on forecasts, when their cash flows are expected to grow again? Do you like the direction the company is taking (I seem to recall they are looking at getting out of US retail)?

As for Medical Facilities Corp, is the price drop all about the change of leadership? I own some but am not sure if I should be buying a bit more at these levels. The yield is very enticing.

Thanks,
Aaron

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Read Answer Asked by Aaron on July 19, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: With respect to the new offering, TD Waterhouse identifies the selling shareholder as "Her Majesty the Queen in right of Alberta by its agent Alberta Investment Management Corporation" which will no longer own any shares after closing. Does this make any sense? Do you see this as positive, negative or indifferent, and what percentage does Transalta still own? I have about a 3% position (held for a long time) and might consider adding.
Thank-you

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Read Answer Asked by grant on July 19, 2017

• Calian Group Ltd. (CGY $50.26)
  • $50.26 Cap: $588M
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Q: Hello 5i group
I find that the information you provide is very informative and really useful for studying new investment opportunities. I am interested in midcaps at a reasonable price, with solid dividends and decent growth possibilities. In this connection I have been following Calian Group for some time. Could you give me your opinion of this company?

Thanks, David

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Read Answer Asked by David on July 19, 2017