Investment Q&A

• Meta Platforms Inc. (META $765.16)
  • $765.16 P/E (TTM): 28.24X Cap: $1.92T
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• Fortis Inc. (FTS $67.98)
  • $67.98 P/E (TTM): 19.98X Cap: $34.23B
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• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.78B
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• Invesco Variable Rate Preferred ETF (VRP $24.78)
  • $24.78 P/E (TTM): 14.34X Cap: $2.21B
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Q: Hi 5I, I have sold AQN and RNW with profit, but holding FTS. Sine they dropped in price, I am thinking of rebuying one or both or adding to FTS. I would appreciate your advise.
Also, has some US $ and thinkin of buying VRP or PSP or if you can recommend a better one.Thank you for your advise. J.A. P., Burlington

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Read Answer Asked by Joseph on August 16, 2017

• Guardian Capital Group Limited (GCG $66.90)
  • $66.90 P/E (TTM): 10.64X Cap: $1.64B
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Q: May I have your opinion on their recent earnings report, and your opinion on this company as an investment?

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Read Answer Asked by Edgar on August 16, 2017

• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X Cap: $301M
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Q: I would like 5i's opinion on recent news for Cervus.Is it good or bad and also issuing more shares a detriment for future outlook and price

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Read Answer Asked by Guy on August 16, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I just asked a question re KWH, asking why the stock has dropped so much today after seemingly very good financial report. In that line, do you now what the legal problems are that they refer to in that Q2 report and why they had to double the reserve? Perhaps this has something to do with the big drop today?

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Read Answer Asked by arnold on August 15, 2017

• DIRTT Environmental Solutions Ltd. (DRT $0.81)
  • $0.81 P/E (TTM): 18.79X Cap: $147M
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Q: Hi, do you have an explanation for the extreme weakness of DRT? Not sure whether to add here to a 1.5% position or let it go...

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Read Answer Asked by Kel on August 15, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: The company held a conference call to discuss their quarterly results this morning. While the results seemed ok their call has obviously spooked the markets. Was this due to the increases in their legal reserve due to certain law suits they are facing? There was also some mention that they would have no contribution from residential solar in 2017. Could you please provide your analysis/understanding of the issues they are facing and how serious these are for their long term longevity and profitability.
What do you advise shareholders do?

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Read Answer Asked by John on August 15, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I'm considering selling ECI to replace with KWH. Would todays price make that an attractive trade? Your opinion please.
Thanks Peter.

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Read Answer Asked by Peter on August 15, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I don't understand why crius is down 6 % today. I thought earnings were good. I'm down 13% since I bought. I only own half a position. Should I be selling or topping up to a full position? Am I missing something here?

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Read Answer Asked by Carla on August 15, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please advise what is happening @ KWH,UN today Declined as low as $7.90($9.36 close yesterday)& now recovering to $8.77 on unusually huge vol.of 884k Thanks for u usual great services & views

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Read Answer Asked by Peter on August 15, 2017

Q: I'M retired and invest for dividends. I have a full position in PPL and a full+ position in VSN which, I understand PPL is going to buy shortly. Both have dropped today, probably because of a big lawsuit against PPL by a US investment company. My question is hold, trim, sell?

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Read Answer Asked by Edward on August 15, 2017

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $18M
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Q: Peter, Corus seems to have stabilized recently. Actually, it looks to be up almost 30% since its lows of last fall, and I'm very tempted by the dividend at over 8%. Do you think Corus is a decent choice for a long-term income investor, with maybe some growth included? Thank you!

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Read Answer Asked by James on August 15, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.45)
  • $4.45 P/E (TTM): 110.75X Cap: $42M
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Q: Please comment on their 2nd q results released today. The shares appear mispriced

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Read Answer Asked by Murray on August 15, 2017

• Miscellaneous (MISC)
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Q: Just wondering if you also call and meet with management of the various companies that you get asked about and are in your portfolios?
Or are your responses and recommendations based strictly on the public information available to the average investor?

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Read Answer Asked by Curtis on August 15, 2017

• Spartan Energy Corp. (SPE $6.68)
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Q: Is the Spartan Energy price being down just sector related or do you see a problem? They just announced production and 2nd quarter financials and they seemed okay.

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Read Answer Asked by Paul on August 15, 2017

• Cineplex Inc. (CGX $11.98)
  • $11.98 Cap: $759M
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $64.21)
  • $64.21 P/E (TTM): 11.0X Cap: $18.26B
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Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks

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Read Answer Asked by Ian on August 15, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $60.01)
  • $60.01 P/E (TTM): 26.14X Cap: $2.02B
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• High Liner Foods Incorporated (HLF $16.71)
  • $16.71 P/E (TTM): 7.57X Cap: $485M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please comments on these 3 companies results which are part of 5i coverage universe. Which ones would you buy and which ones you would sell after these results.

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Read Answer Asked by Imtiaz on August 15, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $60.01)
  • $60.01 P/E (TTM): 26.14X Cap: $2.02B
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Q: Hi,

I'm up a fair amount on this company but feel it still has good potential. Can you comment on the recent earnings and provide your outlook on the company for a 3-5 year hold.

Thanks,
R

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Read Answer Asked by Ramin on August 15, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: In today's earnings report, KWH says that the USG&E results would have produced cash flow accretion of 16% per unit, on a pro forma basis, for the year ending march 31, 2017. What do they mean by pro forma, in this case? Does this 16% include all the new shares distributed/converted to fund the acquisition or are they using the number of shares at that time?

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Read Answer Asked by arnold on August 15, 2017

• Canacol Energy Ltd. (CNE $2.75)
  • $2.75 Cap: $96M
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Q: Hi team,
What is your view on this company,s latest quarterly report? Some find their debt level to high! Thank you.
Jean

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Read Answer Asked by Jean on August 15, 2017

• Great Plains Metals Corp. (GPS $0.07)
  • $0.07 Cap: $2M
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Q: Can you please comment on the earnings for $GPS-BSM Technologies Inc

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Read Answer Asked by Valter on August 15, 2017