Investment Q&A

• Caledonia Mining Corporation Plc (CAL $22.87)
  • $22.87 Cap: $441M
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Q: Good afternoon:
I hold a small position in CAL. Unlike some others in my precious metals portfolio, it is actually showing a very healthy profit. It seems to be virtually unfollowed. I would appreciate your analysis of this company.
Thank you.

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Read Answer Asked by Peter on May 11, 2016

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: Could I please have your analysis of Pure Multi Family Reit first quarter results?

Thanks

Dave.

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Read Answer Asked by David on May 11, 2016

• Dream Office Real Estate Investment Trust (D.UN $16.40)
  • $16.40 Cap: $306M
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Q: Hi Guys

What is your take on Dream Office Reit

Thanks Mike B

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Read Answer Asked by Mike on May 11, 2016

• BMO Covered Call Canadian Banks ETF (ZWB $21.34)
  • $21.34 P/E (TTM): 12.51X
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Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don

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Read Answer Asked by Don on May 11, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.88)
  • $41.88 P/E (TTM): 504.0X Cap: $27.21B
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Q: Can I please get your thoughts on Dream Hard Asset as a long term income holding. It looks to have a pretty nice dividend (sustainability?). I wonder how you view it relative to either BIP.UN (which I already own) or MIC south of the border (which would not benefit from the dividend tax credit).

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Read Answer Asked by David on May 11, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Good Morning 5i
NMX announcement yesterday for purchase of Shawinigan facility and today's announcement of signed off-take agreement with Johnson Matthey are milestones. What effect do you see it having with institutional and other retail investors?
Thanks.

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Read Answer Asked by Randy on May 11, 2016

• Sienna Senior Living Inc. (SIA $18.97)
  • $18.97 P/E (TTM): 44.36X Cap: $1.72B
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Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks

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Read Answer Asked by umedali on May 11, 2016

• Ravelin Properties REIT (SOT.UN $0.39)
  • $0.39 Cap: $36M
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Q: Hello Peter and Team, What do you think about the first quarter results ? Thank you.

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Read Answer Asked by Norman on May 11, 2016

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave

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Read Answer Asked by David on May 11, 2016

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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Q: Hello,

Can you please comment on Great Panther Silver (GPR) and its most recent earnings report. Also what is your outlook on silver going forward.

Thanks

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Read Answer Asked by sean on May 11, 2016

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.24)
  • $48.24 P/E (TTM): 44.23X Cap: $3.08B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $43.82)
  • $43.82 P/E (TTM): 27.35X Cap: $13.07B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.45)
  • $42.45 P/E (TTM): 0.16X Cap: $2.71B
  • View VEE Profile
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Q: Hello,

I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.

Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?

Thank you

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Read Answer Asked by Karim on May 11, 2016

• WSP Global Inc. (WSP $281.18)
  • $281.18 P/E (TTM): 51.13X Cap: $36.59B
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Q: Wasp reported yesterday. Can you elaborate on the results. Thanks

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Read Answer Asked by Rick on May 11, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• AirBoss of America Corp. (BOS $5.02)
  • $5.02 Cap: $140M
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Q: Which would you say has more upside at this point, DHX.B or BOS?

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Read Answer Asked by Andrew on May 11, 2016

• The Kraft Heinz Company (KHC $27.28)
  • $27.28 Cap: $32.46B
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• Progressive Waste Solutions Ltd. (BIN)
  • P/E (TTM): 57.49X
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Q: 5I and team you are greatly appreciated. I still have 200 shares of BIN,would you sell or hold today? Also I hold 250 shares of KHC and am up 95% in CDN $ sell all or 50% or hold?
Looks like 2 questions to me.
Thanks M

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Read Answer Asked by M J on May 11, 2016

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
  • View PIH Profile
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Q: Hi Peter,

Much enjoyed your segment on BNN.

I bought some PIH shares a few days ago and was delighted with the bump on very positive earnings report two days ago. The only issue I had with this stock is that it does not have much liquidity. With a good balance sheet, great earnings and an excellent market niche going forward, is it likely to get more attention from analysts and greater liquidity? Also, are you considering it for the 5i growth portfolio?

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Read Answer Asked by David on May 11, 2016

• Gilead Sciences Inc. (GILD $119.53)
  • $119.53 P/E (TTM): 25.09X Cap: $149.47B
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• Pfizer Inc. (PFE $24.60)
  • $24.60 P/E (TTM): 17.81X Cap: $139.75B
  • View PFE Profile
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Q: I plan to add to these stock positions. Would you consider the timing appropriate and the value levels suitable for growth?
Thank you Team!

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Read Answer Asked by Sigrid on May 11, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
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Q: Hi Peter and Gang,

Would you please comment on ITP's latest earnings and what are your thoughts on this company going forward.

Even with today's drop of about 7% in early trading, I am still up by about 12% on this stock. If I liquidate my position, is there something you can recommend to replace ITP?

Regards,
Harry

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Read Answer Asked by Harry on May 11, 2016

• Sun Life Financial Inc. (SLF $79.34)
  • $79.34 P/E (TTM): 14.23X Cap: $44.59B
  • View SLF Profile
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Q: Good morning Team. It is 9:44 Tues morn and both POW and SLF are climbing. I would have thought the opposite. I own approx 1.75% of each. Both are under for me but should I shave or sell one before they begin ???? to drop as I suspect they will??? Also ..may I suggest that all of us and 5i put the day and approx time in the Q and A as often we dont know when a question was asked and sometimes timing is important. Just a thought..Much thanks as always

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Read Answer Asked by El-ann on May 11, 2016

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
  • View PWF Profile
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.84)
  • $6.84 P/E (TTM): 20.53X Cap: $727M
  • View FSZ Profile
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Q: Can you give me a your opinion on making a switch in the financial part of my portfolio from POW to FSZ. Increased risk, dividend stability etc. I currently hold POW, SLF, BNS, HCG, and TD all in 2.4% to 4.3% range.
Thank you 5i!

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Read Answer Asked by Martin on May 11, 2016

• Magna International Inc. (MG $60.68)
  • $60.68 P/E (TTM): 10.02X Cap: $16.69B
  • View MG Profile
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• Alimentation Couche-Tard Inc. (ATD $69.72)
  • $69.72 P/E (TTM): 18.79X Cap: $66.30B
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• K-Bro Linen Inc. (KBL $33.52)
  • $33.52 P/E (TTM): 19.95X Cap: $353M
  • View KBL Profile
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Q: Peter, I'm looking to invest in one of the three companies above. I won't need to touch the investment for 5 - 10 years, and I would be content with an average annual return of 6 percent (including dividends). Please rank these three in order, based on the combined criteria of capital preservation and the goal of achieving the hoped-for 6% or better. (My portfolio is otherwise diversified.) Thank you.

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Read Answer Asked by James on May 11, 2016