Investment Q&A

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Greetings 5i,

What are your thoughts on Trevali's Q2 report?

Cheers!

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Read Answer Asked by Duane on August 14, 2017

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
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• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: What would be your top picks for a mid-large cap Canadian dividend growth stock to buy today in a non reg account?
I have enough for 2 half positions or one full @5%
Pipelines are looking interesting from an income standpoint but momentum is negative.

Thank you!

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Read Answer Asked by Kyle on August 14, 2017

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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Q: Thank you for the midstream article. The outlook for Ala looks a little concerning. It's held in an income portfolio but don't want to loose capital. Is it a hold long term?

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Read Answer Asked by Luca on August 14, 2017

• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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Q: Can you please comment of SBP's earning report?
Thanks

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Read Answer Asked by Nancy on August 14, 2017

• Miscellaneous (MISC)
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Q: Hi, your answers are always illuminating. Recently, you have commented on currency headwind on several companies' future earnings. Does this imply higher or lower canadian dollar relative to other currencies? How much will it affect ? Thanks.

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Read Answer Asked by victor on August 14, 2017

• Meritage Hospitality Group Inc. (MHGU $11.50)
  • $11.50 P/E (TTM): 18.3X Cap: $85M
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Q: 5I Team,

Can I get your thoughts on Meritage Hospitality Group Inc. (MHGU).

Thanks

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Read Answer Asked by Scott on August 14, 2017

• Miscellaneous (MISC)
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Q: Hi Peterand Team,
Can you please explain to me what are the factors included in calculating the Recessionary Eps 2008/2009 on 5i report. How it is calculated and what are the ranges that the company get A,B,C G... etc. grade On that Metric? Also, can you explain what is the RH scale and how it is calculated?
Thank you for the great service.

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Read Answer Asked by Yousef on August 14, 2017

• Bonterra Energy Corp. (BNE $3.63)
  • $3.63 P/E (TTM): 72.6X Cap: $135M
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Q: would appreciate a comment on BNE after recent quarterly report. thanks

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Read Answer Asked by george on August 14, 2017

• Lundin Mining Corporation (LUN $13.91)
  • $13.91 Cap: $12.07B
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Q: Hello, I am thinking of purchasing some of this company as a play on cobalt for the Lithium battery market. Could I have your opinion on this company?
Thank you for your consideration. Alan

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Read Answer Asked by Alan on August 14, 2017

• Horizons S&P/TSX 60 Equal Weight Index ETF (HEW $10.05)
  • $10.05 P/E (TTM): 16.4X
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• Mackenzie Maximum Diversification Canada Index ETF (MKC $34.26)
  • $34.26 P/E (TTM): 15.71X
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Q: I just read Ryan's article about the effect of heavy weighting of some sectors in the TSX. Is there an equally weighted ETF version of the TSX available?

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Read Answer Asked by Roland on August 14, 2017

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.33)
  • $5.33 P/E (TTM): 23.17X Cap: $231M
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Q: Greetings.

Can I get you guys to comment on Andrew Peller and Park Lawn earnings? It looks like Park Lawn would have been a significant beat excluding the "one time" costs, and Andrew Peller fairly solid results?

Any red flags regarding earnings, and would you consider adding to a 3% position on ADW.a and a 2% position on PLC?

Thanks again. Please feel free to charge 2 question credits for the above 2 questions.

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Read Answer Asked by john on August 14, 2017

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 62.47X Cap: $7.18B
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• Boardwalk Real Estate Investment Trust (BEI.UN $71.40)
  • $71.40 P/E (TTM): 11.07X Cap: $3.80B
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• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.17)
  • $18.17 P/E (TTM): 3.47X Cap: $2.17B
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Q: Hello 5i Team

I have equal dollar amounts in Boardwalk REIT (BEI.UN) and Northview Apartment REIT (NVU.UN). The REITs are held in a taxable account.

After release of the 2nd quarter results last week and the resulting change in share prices, I am down 5 % in Boardwalk and up about 1 % in Northview (after a long 2.5 years).

Should I sell my Northview and invest in Boardwalk for the long term or invest in Killam / Canadian Apartment to diversify my apartment REIT holdings from a apartment location strategy (i.e. Boardwalk is concentrated in Alberta, versus Killam is more eastern Canada and Canadian Apartment is more Ontario focused).

Thanks again for the great service.

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Read Answer Asked by Stephen on August 14, 2017

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Please let me know your thoughts on earnings.
Thanks!

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Read Answer Asked by Gregory on August 14, 2017

• Peyto Exploration & Development Corp. (PEY $19.20)
  • $19.20 P/E (TTM): 12.97X Cap: $3.82B
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Q: I purchased this stock at $28 and it is down 20+%. Thought I was buying near the bottom! Is there anything company specific that I missed or the sector in general? Would you continue to hold or take the loss? Regards Larry

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Read Answer Asked by Larry on August 14, 2017

• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
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Q: THoughts on the quarter please. Looks like they have been gaining market share, consistent with their strategy.
Thanks

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Read Answer Asked by Darrin on August 14, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Could you please comment on their recent earnings? I'm assuming the 'street' didn't like it as the stock price has been deflated back to $10.
It sounds to me like their large cap ex program is coming to an end, is it safe to assume this will boost earning or at least lower the debt?
Thanks.

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Read Answer Asked by EVAN on August 14, 2017

• EQB Inc. (EQB $102.85)
  • $102.85 P/E (TTM): 10.54X Cap: $3.93B
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Q: Any thoughts on the recent results from Equitable Group? Despite what initially appear to be strong earnings reported Thursday p.m., the stock was down significantly in Friday trading. Thank-you.

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Read Answer Asked by Mark on August 14, 2017

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.77)
  • $4.77 Cap: $1.18B
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Q: Can I please get your opinion of Northwest Healthcare REIT's Q2 results.

Thanks

Dave

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Read Answer Asked by David on August 14, 2017

• KeyCorp (KEY $17.83)
  • $17.83 Cap: $19.34B
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Q: Please give me your updated opinion on Keycorp vs the larger US banks. I appreciate your help.

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Read Answer Asked by Donna on August 14, 2017

• Premier American Uranium Inc. (PUR $1.16)
  • $1.16 Cap: $38M
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Q: Is this a good entry point for a long term position in Pure Technologies?

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Read Answer Asked by Gary on August 14, 2017