Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $82.84)
  • $82.84 P/E (TTM): 18.3X Cap: $14.46B
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• Stella-Jones Inc. (SJ $86.11)
  • $86.11 P/E (TTM): 14.21X Cap: $4.72B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Kinaxis Inc. (KXS $176.38)
  • $176.38 P/E (TTM): 104.8X Cap: $4.94B
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• Savaria Corporation (SIS $21.77)
  • $21.77 P/E (TTM): 25.43X Cap: $1.55B
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Q: Could you please provide street estimates for Revenue, Adj EBITDA and Adj EPS for these companies for the upcoming quarterly results. Thanks

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Read Answer Asked by rajeev on August 08, 2017

• Miscellaneous (MISC)
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Q: With the latest trend to electric vehicles it would seem that cobalt producers would be an attractive investment. However, my effort in finding an ETF or even a major producer specializing in cobalt hasn't gone well.

Do you have any suggestions on any potential candidates?

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Read Answer Asked by Gord on August 08, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi5i, I do not own CRH in my portfolio, is it a buy at this price? Thanks always.

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Read Answer Asked by Hue on August 08, 2017

• Orbite Technologies Inc. (ORT)
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Q: Hi,
ORT stopped trading a few months back. I have a small holding left in this. Is there any possibility of this stock trading again and if not what is the procedure to have this removed from your account?

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Read Answer Asked by Alan on August 08, 2017

• CAE Inc. (CAE $39.93)
  • $39.93 P/E (TTM): 29.6X Cap: $12.83B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• BRP Inc. Subordinate Voting Shares (DOO $103.44)
  • $103.44 Cap: $7.58B
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• Exco Technologies Limited (XTC $6.81)
  • $6.81 P/E (TTM): 10.94X Cap: $258M
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Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.

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Read Answer Asked by John on August 08, 2017

• PPG Industries Inc. (PPG $103.70)
  • $103.70 P/E (TTM): 18.45X Cap: $23.27B
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• Thomson Reuters Corporation (TRI $182.21)
  • $182.21 P/E (TTM): 33.92X Cap: $81.05B
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Q: Hi all at 5i!! What are your thoughts of PPG industries and Thomson Reuters as long term holds? I am looking to invest a little cash in one or both of these companies. Thanks, Tamara

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Read Answer Asked by Tamara on August 08, 2017

• Miscellaneous (MISC)
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Q: Hello
Need some advice please. 62 and recently retired. RRSP's are almost maxed out but only a few k in TFSA account.
As my income is now at its lowest point (CPP),I'm
thinking I should start moving some RRSP funds to my TFSA?
I'm considering a mix of ETF's such as VAB,VCN,XAW or perhaps some of your Income stocks and funds such as CPD,XHY,BCE and BNS.
Note that I do hold most stocks in the balanced portfolio.
Thanks for your great service.
Gary

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Read Answer Asked by Gary on August 08, 2017

• Tree Island Steel Ltd. (TSL $3.00)
  • $3.00 Cap: $74M
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Q: What is your view on TSL after yesterday's earnings release.

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Read Answer Asked by David on August 08, 2017

• Quarterhill Inc. (QTRH $0.94)
  • $0.94 Cap: $110M
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Q: I have a 30% loss in my TSFA on this stock. Margins on the existing business are compressing and their two new acquisitions are an unknown. Sell and move to greener pasture or hold on. It's only a 1.28% weight on a large portfolio but locking in losses is always difficult. Thoughts?

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Read Answer Asked by Don on August 08, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi, Could you please provide street estimates for Revenue, EBITDA, EPS and ACFFO for the upcoming quarterly results. Thanks

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Read Answer Asked by rajeev on August 08, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi folks,can get your opinion after Q results for Raging River,which is only oil stock I own. Is everything still good for company in your opinion. Scotia kept rating SP with $10T,thanks as always, jb

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Read Answer Asked by John on August 08, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,488.31)
  • $2,488.31 P/E (TTM): 8.42X Cap: $53.07B
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Q: What are your thoughts of FFH and its earnings ? Prem Watsa Canada's Warren Buffet. Do you like the stock long term ?
RAK

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Read Answer Asked by bob on August 08, 2017

• Miscellaneous (MISC)
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Q: I recently saw a feature on BNN that indicated a study by CITI that said the most reliable metric to use is free cash flow per share when evaluating a stocks performance and future growth potential. Is this something that you can use when you screen and include in a company report

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Read Answer Asked by Peter on August 08, 2017

• Magna International Inc. (MG $72.66)
  • $72.66 P/E (TTM): 14.31X Cap: $20.47B
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• Exco Technologies Limited (XTC $6.81)
  • $6.81 P/E (TTM): 10.94X Cap: $258M
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Q: I own XTC, which is currently down 15% in my portfolio. I'm considering locking in a capital loss for tax purposes, then purchasing MG, which has shown a much better trend and better earnings results. Do you think locking in a loss in XTC (possibly to re-purchase after 30 days), and purchasing MG would be a reasonable move at this time?

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Read Answer Asked by Alan on August 08, 2017

• Apple Inc. (AAPL $274.61)
  • $274.61 P/E (TTM): 36.74X Cap: $4.05T
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• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.43X Cap: $2.37T
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• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.54X Cap: $3.71T
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Q: Hi Peter and Team,
Which of these in the tech space would you currently prefer?
Thank You,
Barry

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Read Answer Asked by Barry on August 08, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Can you plz comment on the earnings. Thank you!

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Read Answer Asked by David on August 08, 2017

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Peter and His Wonder Team
GMP just reported 2nd Quarter results. Please give your assessment and implications going forward. Thanks!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on August 08, 2017

• United States Steel Corporation (X)
  • P/E (TTM): 148.24X Cap: $12.41B
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Q: With the price being relatively low, is this a good entry point for US Steel? And do you consider it more a trade rather than an investment position in this company?....just wondering.....Tom

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Read Answer Asked by Tom on August 08, 2017

• Sylogist Ltd. (SYZ $5.54)
  • $5.54 Cap: $129M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Bank of Montreal (BMO $179.57)
  • $179.57 P/E (TTM): 14.98X Cap: $127.29B
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Stella-Jones Inc. (SJ $86.11)
  • $86.11 P/E (TTM): 14.21X Cap: $4.72B
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• DIRTT Environmental Solutions Ltd. (DRT $0.93)
  • $0.93 Cap: $176M
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• Imvescor Restaurant Group Inc. (IRG $4.01)
  • $4.01 P/E (TTM): 21.1X
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Q: Can I please have your analysis of the following stocks that are in a TSFA: BMO, DRT, IRG, MDA, PHO, SJ AND SYZ.
Long term investments. Thank you.

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Read Answer Asked by Lois on August 08, 2017

• Black Diamond Group Limited (BDI $14.15)
  • $14.15 P/E (TTM): 24.67X Cap: $932M
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Q: Based on the belief that "BDI was a good company in a bad sector", I have main my position in the company and have been trying to ride out the storm. Is this a sound decision? Are this years wild fires likely to affect BDI's sustainability (for better or worse) moving forward?

DON

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Read Answer Asked by Donald on August 08, 2017