Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.68)
  • $79.68 P/E (TTM): 17.33X Cap: $13.47B
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• Parkland Corporation (PKI $38.50)
  • $38.50 P/E (TTM): 22.78X Cap: $6.71B
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• TFI International Inc. (TFII $123.74)
  • $123.74 P/E (TTM): 20.66X Cap: $10.27B
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• Badger Infrastructure Solutions Ltd. (BDGI $59.84)
  • $59.84 P/E (TTM): 26.21X Cap: $2.01B
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• Exco Technologies Limited (XTC $6.77)
  • $6.77 P/E (TTM): 10.92X Cap: $259M
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• Evertz Technologies Limited (ET $12.07)
  • $12.07 P/E (TTM): 15.09X Cap: $910M
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Q: Can you please let me know if you have any concerns with the above shares? Are any worthy of adding to today? They are in a non registered account. Good for 5+ years.
Thanks.

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Read Answer Asked by Lois on February 25, 2019

• Heartbeam Inc. (BEAT $1.67)
  • $1.67 Cap: $57M
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Q: Thoughts about their recent quarterly results? Market seems to not like them too much. Is this just a case of sell the news?

Thanks, Mike

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Read Answer Asked by Mike on February 25, 2019

• Garrison Capital Inc. (GARS $3.88)
  • $3.88 Cap: $62M
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Q: I’ve been watching GARS for a couple of years now. It seems to be an attractive value right now. Would you consider it thus, or is it too risky? The yield is extremely high but it has been historically and always maintained as far as I can tell.

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Read Answer Asked by John on February 25, 2019

• Sun Life Financial Inc. (SLF $82.10)
  • $82.10 P/E (TTM): 15.01X Cap: $46.66B
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Q: Hello, Would you be investing in the financial sector at this time? Would it be in banks or insurance companies? Would your go US, cdn or international? Finally if you have a few names that you would suggest to research.
Thanks

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Read Answer Asked by pietro on February 25, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Hi Peter and Co.
I currently own MSI, PLC and TCN in a well diversified RRIF. These 3 are under-represented and I have some cash to deploy. Assuming these 3 are keepers, which would you add to?
Thanks, as always.
Joanne

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Read Answer Asked by Joanne on February 25, 2019

• Vanguard FTSE Canada All Cap Index ETF (VCN $60.63)
  • $60.63 Cap: $11.34B
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Q: Good Day 5i Team,

I have 1500. to put into Vanguard and have allocated as follows:
30% into VCN
40% into VUS
25% into VI
5% into VEE
I am a recent retiree and have a 5-10 year horizon for this amount.
What do you think of the breakdown and the percentages, or do you have a better recommendation?

Thank you so much,
John

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Read Answer Asked by John on February 25, 2019

• Miscellaneous (MISC)
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Q: do you have any interest in the lightspeed ipo.
assuming it goes public at about 15 and opens at 20-25 would you be a buyer .
in other words is this another shopify, square etc. dave

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Read Answer Asked by david on February 25, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $218.50)
  • $218.50 P/E (TTM): 71.79X Cap: $11.04B
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Q: Hi guys,
What do u guys think of this name . Is it buyable for a long term hold ?
Thx mark

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Read Answer Asked by Mark on February 25, 2019

• Western Forest Products Inc. (WEF $12.35)
  • $12.35 Cap: $130M
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Q: Hi, I am interested in WEF; would a report be coming out soon?
thanks, Rick

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Read Answer Asked by Richard on February 25, 2019

Q: Hello, I recently read in a newspaper that Uber inc. Lyft inc. and Pinterest inc., prepare to go public. Do you know when that will be? I understand they are all US companies and not your focus of interest. Thanks, Gervais

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Read Answer Asked by Gervais on February 25, 2019

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Do you have any comment on there results? Are there any positives?

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Read Answer Asked by fwb181 on February 25, 2019

• Keyera Corp. (KEY $46.41)
  • $46.41 P/E (TTM): 19.42X Cap: $10.63B
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Q: May I have your thoughts on KEY’s latest quarter and if you would still be a buyer?
Thanks,
Jim

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Read Answer Asked by James on February 25, 2019

• Planet 13 Holdings Inc - Ordinary Shares (PLTH $0.30)
  • $0.30 Cap: $95M
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Q: any thoughts on Planet 13 as long term hold

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Read Answer Asked by Rob on February 25, 2019

• The Trade Desk Inc. (TTD $47.14)
  • $47.14 P/E (TTM): 56.8X Cap: $23.04B
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Q: Would you be comfortable buying TTD after Friday’s 31% rise, or would you wait for a pullback .
Thanks as always
Peter

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Read Answer Asked by Peter on February 25, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Can you comment on the investment potential of UTX.I understand it is being split into three different companies with a view that the new sum will better reflect value...Kim

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Read Answer Asked by Kim on February 25, 2019

• Algonquin Power & Utilities Corp. (AQN $7.50)
  • $7.50 Cap: $5.76B
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Q: It looks like AQN was hit extra hard in the 08 recession falling from around $8 to $2.30ish when they cut the dividend substantially. Do you know why they had to cut their dividend and could you see this happening again whenever the next recession hits? From the chart it doesn't look like this was a very 'defensive stock' back in '08.

Thanks,
Dennis

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Read Answer Asked by Dennis on February 25, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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Q: hello team, this stock is approaching 10 year low, keeping in mind current political storm, this company has no future? do you see value in the company?
Thanks for taking my question

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Read Answer Asked by Pradip on February 22, 2019

• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 Cap: $362M
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Q: When the "XTR" etf is part of a non-registered account (not RRSP nor TFSA ) : 1) Are the dividends from any US ETFs included in XTR submitted to a taxation within XTR (so before any payment of dividends by XTR) ? 2) Is it the same for Canadian dividends included in ETFs within XTR? 3) In such case, for US dividends, can this be considered like a “double taxation” at the end? 4) What is the percentage of taxation of dividends from a US ETF included in XTR , if taxed before XTR distributions ? Regards Jean-Yves

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Read Answer Asked by Jean-Yves on February 22, 2019

• Winpak Ltd. (WPK $41.18)
  • $41.18 P/E (TTM): 13.29X Cap: $2.53B
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Q: Can you please tell me when Winpak is due to report their fourth quarter? Thanks so much.

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Read Answer Asked by Peter on February 22, 2019

• The Kraft Heinz Company (KHC $26.05)
  • $26.05 Cap: $30.83B
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Q: Is KHC a buy after the drop today? Thanks. Liping

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Read Answer Asked by Liping on February 22, 2019