Investment Q&A

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 Cap: $3.03B
  • View XSB Profile
  • View Questions on XSB
• iShares Floating Rate Bond ETF (FLOT $50.86)
  • $50.86 Cap: $9.04B
  • View FLOT Profile
  • View Questions on FLOT

Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work

Upvote 0

Read Answer Asked by joseph on May 14, 2018

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
  • View ALA Profile
  • View Questions on ALA
• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
  • View TRI Profile
  • View Questions on TRI

Q: I would appreciate your comments on these two companies, Particularly on the recent sale of part of TRI's source of income Thanks

Upvote 0

Read Answer Asked by William on May 14, 2018

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
  • View Questions on MX

Q: I have done well with Methanex. Thank you. You say it is a cyclical stock. What would you watch for to try to determine when it is close to a high? Is it anywhere near its high now? How long does the cycle last for, typically?

Upvote 0

Read Answer Asked by james on May 14, 2018

• Cardinal Energy Ltd. (CJ $7.04)
  • $7.04 P/E (TTM): 10.06X Cap: $1.12B
  • View CJ Profile
  • View Questions on CJ

Q: I have a large position in Cardinal at higher costs and am trying to decide whether to reduce or stay the course. Could I have your thoughts on their quarter? Do you have any thoughts on future trends?

As always, Thank You

Upvote 0

Read Answer Asked by Stephen on May 14, 2018

• Viemed Healthcare Inc. (VMD $5.93)
  • $5.93 P/E (TTM): 19.77X Cap: $234M
  • View VMD Profile
  • View Questions on VMD

Q: Would like your opinion on Viemed Healthcaye Inc.

Upvote 0

Read Answer Asked by frederick on May 14, 2018

• Artis Real Estate Investment Trust (AX.UN $7.38)
  • $7.38 Cap: $716M
  • View AX.UN Profile
  • View Questions on AX.UN
• Swiss Water Decaffeinated Coffee Inc. (SWP $4.22)
  • $4.22 P/E (TTM): 19.81X Cap: $40M
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: Could I have your take on the latest quarterly report on these 2 companies. TPK looks to have some ok growth with decent opportunities ahead with a new plant in the future and the closing down of a couple of competing facilities. It also pays a decent div while you wait. Would you consider a 2% (overall) position an ok part of a basket of small caps . I hold AX.un as an income stock along with quite a few stocks in your income portfolio. This Q looked like a bit of a miss, is it still worth holding in your opinion?

Thanks Tom

Upvote 0

Read Answer Asked by Tom on May 14, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.43)
  • $13.43 P/E (TTM): 22.92X Cap: $1.04B
  • View CPD Profile
  • View Questions on CPD

Q: Hi Peter/Team i am looking to add some pref. shares to my rsp, could you please give me 2-3 good names. Thanks Jim.

Upvote 0

Read Answer Asked by Dimitrios on May 14, 2018

• Altus Group Limited (AIF $58.05)
  • $58.05 P/E (TTM): 544.77X Cap: $2.58B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Hello 5i team,
Altus seems to be taking it on the chin of late. Is it a good time to add or hold on this stock?
Thank You,
Andrew

Upvote 0

Read Answer Asked by Andrew on May 14, 2018

• Extendicare Inc. (EXE $12.27)
  • $12.27 P/E (TTM): 13.8X Cap: $1.02B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: I currently have a full position in EXE. Thoughts on latest results and as a long-term hold? Thanks.

Upvote 0

Read Answer Asked by Stephane on May 14, 2018

• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Seasonality in Quarterly Earnings
I noticed some stocks have a large difference in earnings forecast due to seasonality. For example, BRP has larger earnings forecast for Q3 and Q4. Shouldn't the strategy be to buy prior to those quarters and sell out before others?

Upvote 0

Read Answer Asked by Shah on May 14, 2018

• LED Medical Diagnostics Inc. (LMD)
  • View LMD Profile
  • View Questions on LMD

Q: It is been four years since you’ve been asked about this company… What are your thoughts now?

Upvote 0

Read Answer Asked by CAMERON on May 14, 2018

• Terra Firma Capital Corporation (TII $7.25)
  • $7.25 P/E (TTM): 29.82X Cap: $40M
  • View TII Profile
  • View Questions on TII

Q: Can you comment on q1 results? I’ve been watching this name for awhile. What do you think going forward? Thanks

Upvote 0

Read Answer Asked by Scott on May 14, 2018

• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
  • View CVE Profile
  • View Questions on CVE
• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
  • View Questions on MX
• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB
• Birchcliff Energy Ltd. (BIR $6.64)
  • $6.64 P/E (TTM): 13.28X Cap: $1.80B
  • View BIR Profile
  • View Questions on BIR

Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?

Upvote 0

Read Answer Asked by Jeff on May 14, 2018

Q: I believe Brookfield Asset reported earnings yesterday. From what I can see, they were blow out numbers, but stock only increased 2%. Thoughts and comments?

Upvote 0

Read Answer Asked by Steve on May 14, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
  • View DRG.UN Profile
  • View Questions on DRG.UN
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: TCN,SIS,DRG.UN
Are their earnings good enough .Is it ok to buy more? Thanks

Upvote 0

Read Answer Asked by Francis on May 14, 2018

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
  • View DHX Profile
  • View Questions on DHX
  • View Reports on DHX

Q: Please comment on DHX licensing news and results.

Upvote 0

Read Answer Asked by Imtiaz on May 14, 2018

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
  • View NVU.UN Profile
  • View Questions on NVU.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $18.17)
  • $18.17 P/E (TTM): 3.47X Cap: $2.17B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: How would you compare NVU.UN and KMP.UN going forward in rental space ?

Upvote 0

Read Answer Asked by terrance on May 14, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Clairvest Group Inc. (CVG $75.00)
  • $75.00 P/E (TTM): 13.0X Cap: $1.06B
  • View CVG Profile
  • View Questions on CVG

Q: Everyone seems to be head over heals about Great Canadian Gaming results yesterday. I'm wondering if its just under followed ; appears to me Clairvest could be almost equal benefactor of the GTA casino bundle. Your opinion on the company as a whole. & its involvement with GC well positioned to benefit? Thanks you very much.

Upvote 0

Read Answer Asked by Peter on May 14, 2018

• MEG Energy Corp. (MEG $26.60)
  • $26.60 P/E (TTM): 11.38X Cap: $6.76B
  • View MEG Profile
  • View Questions on MEG

Q: I’m looking for some torque in oil and gas in light of 70 dollar wti and the recent tightening in the WCS differential. Everyone seems to be talking about the impact of Iran but quietly in the background Venezuelan heavy oil production has been severely limited by recent legal issues. What do you think of Meg as a high torque name? What did you think of recent results? Thanks

Upvote 0

Read Answer Asked by Scott on May 14, 2018

• Maple Leaf Foods Inc. (MFI $28.93)
  • $28.93 P/E (TTM): 38.57X Cap: $3.58B
  • View MFI Profile
  • View Questions on MFI
• Aurora Cannabis Inc. (ACB $6.17)
  • $6.17 P/E (TTM): 61.7X Cap: $347M
  • View ACB Profile
  • View Questions on ACB

Q: I own LEAF in my TFSA, and ACB + ACB.WT in my Margin account. Given todaya Merger announcement, what do you think I should do, if anything?
Thanks!

Upvote 0

Read Answer Asked by Austin on May 14, 2018