Investment Q&A

• AltaGas Ltd. (ALA $40.97)
  • $40.97 P/E (TTM): 21.84X Cap: $12.20B
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Q: Considering the recent moves in natural gas, could you comment again on Altagas. Dry gas has moved sharply higher while gas liquids have gone in the opposite direction.
The questions I have in mind include:
- With higher gas prices will their power generation suffer or are they hedged?
- Will higher prices effect their pipeline volumes and storage facilities favourably?
- Will their new construction project on the coast be effected?
- Do they connect to dry gas fields that have shut in wells while prices were low?
Finally, are the moves too recent with too many moving parts to even comment reliably?

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Read Answer Asked by Larry on November 19, 2018

• Miscellaneous (MISC)
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• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.00)
  • $86.00 Cap: $425M
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Q: Dear 5i;
With regards to the latest conservative ETF portfolio ;
With the average yield of all the ETF`s being 3.23%, is this before MER`s are taken into account or after ?
Also what's your rational for using HYGH vs XHY ?
Also tax loss selling generally only applies to non-registered accounts correct ?Please deduct several points .
Thanks
Bill C.

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Read Answer Asked by Bill on November 19, 2018

• Viemed Healthcare Inc. (VMD $6.37)
  • $6.37 P/E (TTM): 20.23X Cap: $249M
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Q: What happened to tank this stock today,can't find any news!!

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Read Answer Asked by terry on November 19, 2018

• Bank of Nova Scotia (The) (BNS $76.83)
  • $76.83 P/E (TTM): 16.04X Cap: $95.44B
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• BCE Inc. (BCE $32.23)
  • $32.23 P/E (TTM): 77.45X Cap: $29.91B
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• Enbridge Inc. (ENB $64.34)
  • $64.34 P/E (TTM): 23.56X Cap: $140.39B
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Q: Good morning 5i team
My daughter asked for my recommendation on where to invest the $22K she and her husband have in our two grandchildrens' (10 & 7) RESP. They are currently in a 60/40 set of bank mutual funds, and they contribute $100K a month. They are prepared to accept moderate risk. I don't particularly like bank M-funds, and am thinking to suggest 40% in a 5-year GIC, and 60% in blue-chip dividend payers like BCE, BNS &/or ENB. I would appreciate your advice on my general approach and stock picks.
Granddad Edward

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Read Answer Asked by Edward on November 19, 2018

Q: Hi Peter and 5i team,
What are your top five “diamonds in the trash!” stocks.
Thanks

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Read Answer Asked by john on November 19, 2018

• Tourmaline Oil Corp. (TOU $57.79)
  • $57.79 P/E (TTM): 14.4X Cap: $21.68B
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• Birchcliff Energy Ltd. (BIR $6.43)
  • $6.43 P/E (TTM): 13.28X Cap: $1.78B
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Q: What Canadian companies would benefit from the increase in natural gas prices?
Thanks

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Read Answer Asked by Amy on November 19, 2018

Q: Goodmorning
What are your thoughts on the 2 above preffered shares?
continue to hold or move on?
Thks
Marcel

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Read Answer Asked by Marcel on November 19, 2018

Q: Hello 5i team, Just wanted to thank you for the timely reports and updates on the various coverage companies. Thanks for the excellent work.

Shyam

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Read Answer Asked by Shyam on November 19, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I know photon is a cyclical and will come and go with the semi sector, but at an EV of 70million making almost 2 million in interest alone, the company would trade at 50x earnings without even their core business. would you still expect them to remain profitable, even with a very weak sector?

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Read Answer Asked by james on November 19, 2018

• Best Buy Co. Inc. (BBY $67.67)
  • $67.67 P/E (TTM): 16.15X Cap: $14.15B
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Q: Good Morning -- With Black Friday upon us combined with Best Buy's recent pullback -- can you see this as a short term trade if it gets a nice bounce?

Fallback would be to hold it a maximum of 24 months.

Thanks,
Raymond

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Read Answer Asked by raymond on November 19, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: On the weekend you sent an update that you were dropping KWH from the income portfolio. Can you point where that is noted on your web site please.
Thanks

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Read Answer Asked by fwb181 on November 19, 2018

Q: Now that there is little hope of market stability which stocks should we consider good buy?.

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Read Answer Asked by Nizar on November 19, 2018

• Suncor Energy Inc. (SU $54.92)
  • $54.92 P/E (TTM): 10.88X Cap: $66.34B
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• Ovintiv Inc. (OVV $55.89)
  • $55.89 P/E (TTM): 17.57X Cap: $14.37B
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Q: Should I just throw in the towel on Encana? If so, could you suggest a replacement? Thanks.

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Read Answer Asked by William on November 19, 2018

• Miscellaneous (MISC)
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Q: To implement a cautious and defensive position, what are your top picks in each of the following categories: 1. life insurance; 2. utilities; 3. telcos; 4. consumer staples?
Thanks for your response and keep up the good work.
David B.

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Read Answer Asked by David on November 19, 2018

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?

Thanks - Ron

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Read Answer Asked by Ronald on November 19, 2018

• AltaGas Ltd. (ALA $40.97)
  • $40.97 P/E (TTM): 21.84X Cap: $12.20B
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• TransAlta Corporation (TA $16.64)
  • $16.64 Cap: $4.92B
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Q: Opinion on Alta gas ....

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Read Answer Asked by antonio on November 19, 2018

Q: You refer in your latest report about "recent flash report" can you please clarify? Not sure which report you are referring to. Thank You. Heather

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Read Answer Asked by Heather on November 19, 2018

• Largo Inc. (LGO $1.82)
  • $1.82 Cap: $117M
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Q: is the decline in largo price related to the warrant conversion to shares announced today and when the warrants are converted this causes an increase in share count, am i correct and then with more shares issued the stock goes down to reflect that. dave

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Read Answer Asked by david on November 19, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter

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Read Answer Asked by Peter on November 19, 2018

• Canopy Growth Corporation (WEED $1.42)
  • $1.42 Cap: $159M
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Q: I invested late Oct at the top of the graph curve and am now down 35% because they issued new equity, diluting my share values. I am not panicking bec I think this relatively new firm has a future and knows how to set it self up nationally and internationally which new capital.
Do you agree with my optimism ?? Pls justify it.
Art

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Read Answer Asked by Arthur on November 19, 2018