Investment Q&A

• Growth Portfolio (Growth)
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Q: Happy new year to 5i crew, onwards and upwards in 2017.

Please advise the top 4 stocks in the growth portfolio that you consider to have the strongest fundamentals. And maybe 1 alternate also from growth PF.

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Read Answer Asked by Peter on January 05, 2017

• Microsoft Corporation (MSFT $505.72)
  • $505.72 P/E (TTM): 37.91X Cap: $3.78T
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Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.

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Read Answer Asked by Norman on January 05, 2017

• Western Energy Services Corp. (WRG $2.07)
  • $2.07 Cap: $70M
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Q: Could you please comment on Western Energy(WRG)at this time. Is it a hold sell or buy. Thanks. Ernie

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Read Answer Asked by Ernie on January 05, 2017

• Gildan Activewear Inc. (GIL $75.75)
  • $75.75 P/E (TTM): 18.04X Cap: $11.71B
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• Stella-Jones Inc. (SJ $77.01)
  • $77.01 P/E (TTM): 13.02X Cap: $4.30B
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Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.

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Read Answer Asked by Dennis on January 05, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: why did clr drop so much?what is the forecast for clr in 2017?
would it be wise to take a position?

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Read Answer Asked by Josh on January 05, 2017

• Cineplex Inc. (CGX $10.58)
  • $10.58 Cap: $671M
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Q: Current thoughts on CGX? What is the consensus revenue and EPS for 2017?

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Read Answer Asked by Rob on January 05, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $21.85)
  • $21.85 P/E (TTM): 23.83X Cap: $536M
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• Pizza Pizza Royalty Corp. (PZA $16.25)
  • $16.25 P/E (TTM): 35.48X Cap: $541M
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Q: Please could you rate these 3 similar companies for:-
-Dividend sustainability
-Dividend growth expectations
-Insider ownership
-Debt Levels
-Current outlook for growth

Are any suitable for a full position in a RIF account?

Are any buyable at current prices, and if so which would you favour?

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Read Answer Asked by jane on January 05, 2017

• Rogers Sugar Inc. (RSI $6.33)
  • $6.33 P/E (TTM): 14.55X Cap: $810M
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Q: The company is proposing a Capital Reduction in order to be able to maintain the current .09 quarterly dividend, of $100 million.Canada Business Corp Act states a corp shall not declare or pay a div " if there are reasonable grounds for believing that the realisable value of the corp's assets would thereby be less than the aggregate of its liabilities & stated capital"

In layman's language, can you explain what Rogers is proposing here, where the $100 M will be going and if you feel, as the company states, this is a positive move for shareholders?

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Read Answer Asked by Robert on January 05, 2017

• Middlefield Healthcare & Wellness Dividend Fund (HWF.UN)
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Q: Is this a company that might be of interest for a small position?

Thanks.

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Read Answer Asked by John on January 04, 2017

Q: Hi Peter, Can we request to please include top 5 buys in each portfolio along with monthly portfolio reports. This will help us in directing new money.
Also, do you think there is strong case of putting new money into stocks within coverage summary that have high ratings but has dropped over last 12 months . Like ABT, BOS, ENGH etc. Since they have a good rating ( B or over ) are these good candidates for rebound or would rating may be slashing once the review comes up.Thanks

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Read Answer Asked by RUPINDER on January 04, 2017

• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $77.98)
  • $77.98 P/E (TTM): 39.15X Cap: $26M
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Q: Happy New Year 5i team,
In an answer to a member's question regarding stocks for the Materials sector, you mentioned SJ, AEM and MX. How about a stock in Metals? Would ZMT do?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 04, 2017

• Cortex Business Solutions Inc (CBX $4.54)
  • $4.54 P/E (TTM): 8.1X
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Q: Happy New Year to all. I asked about this company in late November. Since then, the stock has moved up nicely. Would you please update your thoughts? Thank you

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Read Answer Asked by william on January 04, 2017

• CanaDream Corporation (CDN $1.85)
  • $1.85 Cap: $16M
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Q: Hi 5i team, your opinion of this small cap CDN pleased.

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Read Answer Asked by victor on January 04, 2017

• Miscellaneous (MISC)
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Q: Hello, as a follow up to my questions on us equities; I am simply looking for investment ideas. I would appreciate non financial names and names not Already on my portfolio( 4 of the 6 you provided were equities I already owned ).

If possible, this would be much appreciated,

Thx

KR

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Read Answer Asked by Karim on January 04, 2017

• ARC Resources Ltd. (ARX $26.49)
  • $26.49 P/E (TTM): 6.36X Cap: $15.47B
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Q: How would you compare these two companies from an investable perspective, i.e. short or long term?
Thank you

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Read Answer Asked by Sigrid on January 04, 2017

• Amgen Inc. (AMGN $296.45)
  • $296.45 P/E (TTM): 24.15X Cap: $159.59B
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• Gilead Sciences Inc. (GILD $118.73)
  • $118.73 P/E (TTM): 24.79X Cap: $147.32B
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $17.61)
  • $17.61 Cap: $20.20B
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Q: The very best for 2017! May positive trading continue throughout the year!
I would appreciate your input in stock selection, i.e. biotech Amgn vs. Gild, and generics Teva vs. Acorn.
Thank you!

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Read Answer Asked by Sigrid on January 04, 2017

• Peyto Exploration & Development Corp. (PEY $18.67)
  • $18.67 P/E (TTM): 11.52X Cap: $3.72B
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Q: A recent Seeking Alpha post argued that Peyto's hedges would prevent it from cashing-in on the natgas recovery. This isn't to say that Peyto didn't make the right call in writing the hedges; just that it's now growth-constrained. Under these circumstances, have other natgas plays become more attractive than PEY?

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Read Answer Asked by John on January 04, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.54)
  • $13.54 P/E (TTM): 23.81X Cap: $1.05B
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Q: Regarding your answer provided to Carla today on CVD and CPD, I understand your comments on CVD, but I am still not clear on how rising interest rates can impact CPD. How do rising interest rates affect a preferred share ETF such as CPD? Should I be cautious about buying at this time? Thanks for all the awesome info you provide.

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Read Answer Asked by Pamela on January 04, 2017

• Savaria Corporation (SIS $20.77)
  • $20.77 P/E (TTM): 27.32X Cap: $1.49B
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Q: Whats going on with savaria it just keeps going down.

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Read Answer Asked by don on January 04, 2017

• Miscellaneous (MISC)
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Q: Could you give me your opinion on the advantages (if anything) of the company called INVESTOR VEST. They advertise just about every day on TV it seems to be too easy.
Tks in advance.
Al

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Read Answer Asked by Allen on January 04, 2017