Investment Q&A

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $67M
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Q: Hi 5i,

After listening to the call today, it was my understanding the PP at $2.51 would remain. Can you advise under what scenario, after the price reduction today, investors would agree to that price point. Do the warrants offered make it a reasonable price point?

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Read Answer Asked by Kelly on August 29, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: What are your thoughts on Martello and their latest results and would you start a position at this point? Thanks

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Read Answer Asked by Dave on August 29, 2019

• Toronto-Dominion Bank (The) (TD $100.80)
  • $100.80 P/E (TTM): 10.24X Cap: $172.40B
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Q: Morning guys:
Solid results, could u please comment
Thx
Mark

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Read Answer Asked by Mark on August 29, 2019

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $67M
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Q: I bought 1k share of Cov at $7.50, would you recommend average down at current price $1.13? Thanks

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Read Answer Asked by Hue on August 29, 2019

• GrafTech International Ltd. (EAF $1.14)
  • $1.14 Cap: $379M
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Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.

Shyam

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Read Answer Asked by Shyam on August 29, 2019

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $18M
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Q: With Shaw exiting Corus and Netflix starting streaming of corus held shows, do you think Corus could be bought out? How big is their debt, bigger than DHX media? If the debt is not too high, do you see it as a potential buyout by a streaming company. It seems streaming is the new thing, replacing cable.
A fair price in a buyout for Corus in the $6.00 range?

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Read Answer Asked by Helen on August 29, 2019

Q: Hi, 5I
1.Could you confirm that preffered are considered like stocks for tax purposes and can be used as is for taxlosses.
2.Could you give your opinion on Pimco flagship monthly income mutual fund.
Take as many points as deemed necessary
THanks
CDJ

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Read Answer Asked by claude on August 29, 2019

• Invesco S&P Spin-Off ETF (CSD $85.50)
  • $85.50 P/E (TTM): 59.94X Cap: $72M
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Q: Hello 5i,
What do you think about CSD lately? I couldn't help but the notice the large amount of redemptions with their last report.

Thanks in advance.

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Read Answer Asked by Gregory on August 29, 2019

• Illumina Inc. (ILMN $99.13)
  • $99.13 Cap: $15.13B
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• Intuitive Surgical Inc. (ISRG $482.64)
  • $482.64 P/E (TTM): 70.73X Cap: $173.27B
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Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

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Read Answer Asked by Tim on August 29, 2019

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: How does Tricon have negative FFO? A big one time event?

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Read Answer Asked by Cory on August 29, 2019

Q: I am low on materials ( you have suggested 4.3%) i have 1% NTR should i add to it or do you have other suggestions to bring me into balance

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Read Answer Asked by GRAHAM on August 29, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: With the share price falling,is this an indication that the purchase is now questionable?

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Read Answer Asked by Maurice on August 29, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.89)
  • $21.89 P/E (TTM): 15.51X Cap: $2.25B
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Q: Would you consider investments in these companies to be dead money over next 6 - 12 months?

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Read Answer Asked by Rick on August 29, 2019

• Vanguard Extended Duration Treasury ETF (EDV $66.93)
  • $66.93 Cap: $3.50B
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Q: For a bond etf this thing has gone up absurdly high this year to date. Do you expect this to continue? Would you recommend it?

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Read Answer Asked by John on August 29, 2019

• ARC Resources Ltd. (ARX $27.32)
  • $27.32 P/E (TTM): 12.1X Cap: $6.01B
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Q: I heard gas prices were incredibly cheap in 2010, when ARC resources was worth $20 a share. I think the Balance Sheet still looks okay with a 10% dividend. What are reasons not to buy this? I own shares at a cost of $25 - If I was willing to buy it before what has changed? Thank you.

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Read Answer Asked by Patrick on August 29, 2019

• Lucero Energy Corp Com (PSH)
  • P/E (TTM): -4.7X Cap: $441M
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Q: Wondering if you could comment on the results out today; you seemed positive on the firm in your response to an earlier question, and I am wondering if these results reinforce your position.

Thanks

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Read Answer Asked by Robert on August 29, 2019

• Vermilion Energy Inc. (VET $10.83)
  • $10.83 Cap: $1.69B
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• MEG Energy Corp. (MEG $26.25)
  • $26.25 P/E (TTM): 11.38X Cap: $6.76B
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• Parex Resources Inc. (PXT $16.03)
  • $16.03 P/E (TTM): 14.38X Cap: $1.55B
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• Baytex Energy Corp. (BTE $2.89)
  • $2.89 P/E (TTM): 7.25X Cap: $2.22B
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• Surge Energy Inc. (SGY $7.24)
  • $7.24 Cap: $727M
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Q: everyone seems to agree that the energy stocks have never been so cheap, ignored by investors etc.
can you see a way for those stocks to start getting recognized, should i start picking away.
i do not own any energy, but these is getting ridiculous.
i think jim cramer or one of those pundits said its because of millenials who hate oil, they are into electric. dave

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Read Answer Asked by david on August 29, 2019

• Anaplan Inc. (PLAN $63.73)
  • $63.73 Cap: $9.59B
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Q: Anaplan quarter thoughts please.
Thank You, Peter

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Read Answer Asked by Peter on August 29, 2019

• Sprott Physical Gold Trust Unit (PHYS $25.94)
  • $25.94 P/E (TTM): 24.9X Cap: $10.44B
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• Sprott Asset Management LP (PHY.U)
  • P/E (TTM): 10.3X
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Q: PHYS.U is traded in TSX in USD and PHY.US is traded in NYSE. Are they basically the same? What are the differences between them? Is the one traded in NYSE considered as US situs property for estate tax purposes of being domiciled in the USA? Thanks. Have a good day guys!

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Read Answer Asked by Ford on August 29, 2019

Q: Hi.
why are many of the companies in the Growth portfolio not rated.
Thanks
Costa

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Read Answer Asked by Costa on August 29, 2019