Investment Q&A

• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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• Methanex Corporation (MX $46.31)
  • $46.31 P/E (TTM): 11.2X Cap: $3.12B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $66.53B
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Q: Hi Guys, I'm looking to add several large cap stocks to my portfolio. Can you please name 5 which represent a good buy at this time.

Thanks

Dave

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Read Answer Asked by David on August 31, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: If you were a HCG shareholder would you vote in favor to let Berkshire Hathaway purchase their second tranche of share at $10.30 per share?

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Read Answer Asked by Robert on August 31, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please confirm rumour yesterday that KWH.UN was upgraded.Thanks for u usual great services & views.

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Read Answer Asked by Peter on August 31, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi 5i, Is there any reason why this stock keeps falling, especially today, the trading volume was quite high. What do you think of its' recent earnings. Are there any shorts going on, if so approx., how many. Thanks in advance, Catherine

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Read Answer Asked by Catherine on August 31, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.39B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Peter was on BNN recently and GSY, TV and AVO were his top picks. But what does that mean? How do these picks relate to the model portfolios? If I was to buy new positions today, should I use the top picks as a guide or continue with filling out my holdings with the balanced equity portfolio?

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Read Answer Asked by Jack on August 30, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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Q: SHOP shot up again. Any reason why?

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Read Answer Asked by Carla on August 30, 2017

• Cineplex Inc. (CGX $10.63)
  • $10.63 Cap: $674M
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Q: Alex suggested that one of the positives in CGX's favour is the number of properties it has. How many of these stores are company owned vs leased? How does this affect your assessment of the value of CGX in deciding to hold, sell .... or buy more?

Thanks.

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Read Answer Asked by Donald on August 30, 2017

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: I've been waiting to take a position in GUD for a while now. Do you see it bottoming here and would this be a good entry point? Thanks

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Read Answer Asked by Colette on August 30, 2017

• Exchange Income Corporation (EIF $66.78)
  • $66.78 P/E (TTM): 26.83X Cap: $3.42B
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Q: EIF stock seems to be recovering from the short report. How many shares are currently shorted??Is 5i aware of any news to account for the stock rise.
Thx

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Read Answer Asked by blake on August 30, 2017

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: Any news behind the 5.8% jump in GSY yesterday?

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Read Answer Asked by Curtis on August 30, 2017

• AGF Management Limited Class B Non-Voting Shares (AGF.B $12.11)
  • $12.11 P/E (TTM): 7.81X Cap: $782M
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Q: of the 3 companies on your new feature chart watcher, he was most pisitive on agf, but you do not seem to like it, it keeps hitting 52 week highs, could you comment. dave

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Read Answer Asked by david on August 30, 2017

• Pioneering Technology Corp. (PTE $0.02)
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Q: Update

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Read Answer Asked by j stuart on August 30, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: i know you like people a lot but it reminds me of sylogist, anyone can buy it but it is impossible to get out, no liquidity, i sold sylogist long long ago at a loss and could not get out.and i see your being very cautious in recommending people, please comment. dave

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Read Answer Asked by david on August 30, 2017

• EFH Holdings Inc. (EFH)
  • P/E (TTM): -27.5X Cap: $44M
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Q: Echelon-EFH. You last provided info on this company May 19, 2016 and I wondered if your opinion has changed. Things look better at the company, volume have been in the high side. Do you think this company might put themselves up for sale or be a takeover candidate?
Thank you.

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Read Answer Asked by Maggie on August 30, 2017

• TAL Education Group American Depositary Shares (TAL $11.13)
  • $11.13 Cap: $6.71B
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Q: Would like some information on TAL-N
Do you consider it risky?

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Read Answer Asked by claudette on August 30, 2017

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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• Thomson Reuters Corporation (TRI $275.03)
  • $275.03 P/E (TTM): 42.38X Cap: $124.98B
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Q: At the present time

Can you give me the names of the 5 most beaten up / best value, blue chip dividend paying Canadian equities, with emphasis on safety of dividend.

Sectors are irrelevant.

Thanks

Ernie

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Read Answer Asked by Ernest on August 30, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $117.04)
  • $117.04 P/E (TTM): 15.66X Cap: $271.33B
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Q: I have done so well with tech companies that they have grown to 29% of my portfolio. I expect I have some duplication and some are not as profitable, so I am hoping you can help me to reduce to about 20%. Many thanks for your excellent and thoughtful advice. Reading member questions is an essential part of my day.

Here is my list:
BABA
BOX
GPS
ISDR
KXS
NVDA
PHO
SHOP
SQ
TCEHY

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Read Answer Asked by Elaine or Gerry on August 30, 2017

• Cascades Inc. (CAS $9.06)
  • $9.06 Cap: $916M
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Q: Would you consider Cascades a buy,sell or hold ?

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Read Answer Asked by Maurice on August 30, 2017

• Pollard Banknote Limited (PBL $22.29)
  • $22.29 P/E (TTM): 15.54X Cap: $611M
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Q: What is your opinion of this company and management. Do you consider it a growth stock with good potential. Thanks.

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Read Answer Asked by Gerry on August 30, 2017

• Tahoe Resources Inc. (THO $4.95)
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Q: Hi 5i - Using Itrade THO shows a book value of $8.26. Would this include the book value pre or post mine closure?

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Read Answer Asked by Loren on August 30, 2017