Investment Q&A

• Northland Power Inc. (NPI $25.51)
  • $25.51 Cap: $6.62B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.28)
  • $6.28 P/E (TTM): 20.39X Cap: $668M
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Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.

Thank you as always
Craig

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Read Answer Asked by Craig on June 28, 2016

• Concordia Healthcare (CXR)
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Q: Hi 5i,

Say you were to sell shares of CXR.TO in a Canadian Dollar account at a loss and then purchase shares of CXRX.US in a US dollar account. Am I right assume you cannot claim the loss for tax-loss selling because you are ultimately buying the same security?

Thanks, Shane

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Read Answer Asked by SHANE on June 28, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 117.25X Cap: $44M
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Q: I need to decide whether to keep or sell these companies based on what do you view their future potential from this point is going to look like: Ten Peaks Coffee (TPK) CPI Card Group (PNT) and Performance Sports Group (PSG)

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Read Answer Asked by Imtiaz on June 28, 2016

• BLVD Centres Corporation (BLVD)
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Q: Good Morning....i would appreciated a quick comment on convalo's latest results please. Thanks...

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Read Answer Asked by Donald on June 28, 2016

• Savaria Corporation (SIS $21.92)
  • $21.92 P/E (TTM): 28.34X Cap: $1.56B
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Q: Thanks for the answer to the PM takeover. Thanks again for having suggested PM in the first place. Does that mean SIS is now more vulnerable to a takeover? Thanks again. Henry's

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Read Answer Asked by Henry on June 28, 2016

Q: A question was asked by Guy about the Ex-dividend date , a minor clarification would help, there are two dates: the purchased date and settlement date. So is the ex-dividend date the purchase or settlement date which three days after the purchase date. Thanks.

Ed

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Read Answer Asked by Ed on June 28, 2016

• D-Box Technologies Inc. Class A Common Shares (DBO $0.42)
  • $0.42 P/E (TTM): 21.0X Cap: $94M
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Q: Any reason for the nice pop today?

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Read Answer Asked by Sheldon on June 28, 2016

• Linamar Corporation (LNR $74.85)
  • $74.85 P/E (TTM): 21.59X Cap: $4.48B
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Q: Just wonder if there are any news that trigger LNR to fall another 4% today while the general market is rebounding, including other auto part companies. Were there any broker downgrades?

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Read Answer Asked by Edwin on June 28, 2016

• Pacific Safety Products Inc. (PSP $0.21)
  • $0.21 P/E (TTM): 7.6X
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Q: Pacific Safety Products PSP . This company may be too small for an in depth analysis but with the general info and $ info available what is your talented opinion? Thank you.

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Read Answer Asked by Ryczard on June 28, 2016

• Vista Gold Corp. (VGZ $2.34)
  • $2.34 Cap: $302M
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Q: Vista Gold has more than tripled in less than a month. Any idea why it is doing so much better than the average gold stock ? It is in my portfolio, but at a higher purchase price($3.70). Time to buy or sell ?
Thanks in advance for your help.

Jacqques

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Read Answer Asked by Jacques on June 28, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
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Q: Where is the best place to look for news like PM, if you don't have Bloomberg? I missed it completely. Who is taking over? and at what price? Thanks Henry

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Read Answer Asked by Henry on June 28, 2016

• Superior Plus Corp. (SPB $7.98)
  • $7.98 P/E (TTM): 31.91X Cap: $1.78B
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Q: Both USA and Canada anti-trust organizations have supplied opposing recommendations as far as the merger goes. How do you interpret this information going forward?

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Read Answer Asked by Christopher on June 28, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
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Q: What do you think of the take out price? Do you think there will be an offer from another company? Do you know when the deal will close and is it worth selling into the market now and redeploying the cash while the market is down. Thanks.

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Read Answer Asked by Maggie on June 28, 2016

Q: Hello 5i !
What is the software that you used to manage your portfolio ?

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Read Answer Asked by Martin on June 28, 2016

• GoldMoney Inc. (XAU $11.54)
  • $11.54 Cap: $153M
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Q: With Gold doing so well right now, can you explain the sharp drop in share price for XAU over the last week. Is it worth holding or if I want more "Gold" should I sell XAU and pick another gold stock at the appropriate time?

Thanks.

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Read Answer Asked by Donald on June 28, 2016

• Wells Fargo & Company (WFC $86.66)
  • $86.66 P/E (TTM): 14.75X Cap: $275.46B
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Q: Hello, following up from my last question...I was referring to WFC (Well Fargo and Company), I'm not sure why Wall Financial showed up. Also I was asking about HTB (US 7-10 yr Treasuries) With the US bond and WFC equity in the portfolio, is this too much equity risk? Thank you.

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Read Answer Asked by Jen on June 28, 2016

• Concordia Healthcare (CXR)
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Q: I know you have mentioned that CXR has gone down with Valeant and that the fundamentals are still good. Yes they have debt but a lot of free cash flow to pay it down. But this stock just continues to fall, to ridiculously low prices. There was also another Seeking Alpha report posted today bashing the company.At what level would you say investors should get out of it, if it continues on this path?

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Read Answer Asked by Adam on June 28, 2016

• Vanguard FTSE Europe ETF (VGK $80.22)
  • $80.22 P/E (TTM): 10.54X Cap: $25.90B
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Q: Hi you recommended VGK as part of our portfolio review. What is you opinion now with regard to the results of Brexit vote.

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Read Answer Asked by Heather on June 28, 2016

• Concordia Healthcare (CXR)
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Q: Could you please comment on the G&M article mentioning CXR:
http://www.theglobeandmail.com/globe-investor/investment-ideas/the-top-20-canadian-companies-exposed-to-the-british-pound/article30635313/

Have you seen the CIBC report referenced in it? Could you please share your opinion wrt CXR?

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Read Answer Asked by JR on June 28, 2016

• Sherritt International Corporation (S $0.13)
  • $0.13 Cap: $64M
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Q: I own some of Sherritt bonds that matures in 2018. Would you agree that the probability of this proposal to succeed is very high? What does this mean to the chances of the company survival? Would you recommend taking the consent incentive in money or in warrants? Would it advisable to add to my holding of this bond? My holding is insignificant as a percentage of my total portfolio. Are bondholders entitled to receive the maturity value on maturity date, or would that force the company to file for protection because it might not be able to meet their obligation?

Thanks.

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Read Answer Asked by Saad on June 28, 2016