Investment Q&A

• Vermilion Energy Inc. (VET $15.72)
  • $15.72 Cap: $2.39B
  • View VET Profile
  • View Questions on VET
• Parex Resources Inc. (PXT $24.66)
  • $24.66 P/E (TTM): 6.8X Cap: $2.36B
  • View PXT Profile
  • View Questions on PXT
• Whitecap Resources Inc. (WCP $13.93)
  • $13.93 P/E (TTM): 13.66X Cap: $16.90B
  • View WCP Profile
  • View Questions on WCP

Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?

Upvote 0

Read Answer Asked by Kelly on July 11, 2018

• Westshore Terminals Investment Corporation (WTE $35.59)
  • $35.59 P/E (TTM): 24.21X Cap: $2.19B
  • View WTE Profile
  • View Questions on WTE

Q: Jimmy Pattison has a large position but I don't see a catalyst...anything worthwhile here? Thanks.

Upvote 0

Read Answer Asked by Michael on July 11, 2018

• Bank of Nova Scotia (The) (BNS $104.92)
  • $104.92 P/E (TTM): 20.41X Cap: $129.31B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $208.15)
  • $208.15 P/E (TTM): 16.39X Cap: $146.72B
  • View BMO Profile
  • View Questions on BMO

Q: Hi Peter,
I am thinking of switching from BMO TO BNS as BNS is the worst performing bank this year. BMO is in my TFSA so there are no tax implications. Also my fees are very low so this is not a factor. I feel that I will get more growth from this switch. What is your opinion?
Jane

Upvote 0

Read Answer Asked by Jane on July 11, 2018

• iShares Canadian Financial Monthly Income ETF (FIE $10.42)
  • $10.42 P/E (TTM): 13.37X Cap: $1.32B
  • View FIE Profile
  • View Questions on FIE
• iShares Diversified Monthly Income ETF (XTR $12.08)
  • $12.08 P/E (TTM): 18.54X Cap: $372M
  • View XTR Profile
  • View Questions on XTR

Q: I am developing an income portfolio which will fund our retirement as we have minimal pension income. We are looking for monthly income that is relatively stable. We have a number of the big Cdn banks and Utilities owned in this portfolio. Which of the 2 monthly income funds would you prefer?
Thanks

Upvote 0

Read Answer Asked by Nancy on July 11, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
  • View CWX Profile
  • View Questions on CWX

Q: I have been holding this stock for sometime and am wondering if it is worthwhile adding to this or should I sell as the stock seems to be down from it's high.
Thanks for your help

Upvote 0

Read Answer Asked by Hanna on July 11, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $63.09)
  • $63.09 P/E (TTM): 25.9X Cap: $2.12B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.78)
  • $5.78 P/E (TTM): 13.14X Cap: $252M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: I have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy

Upvote 0

Read Answer Asked by Roy on July 11, 2018

• Dollarama Inc. (DOL $176.51)
  • $176.51 P/E (TTM): 37.24X Cap: $48.17B
  • View DOL Profile
  • View Questions on DOL
• BRP Inc. Subordinate Voting Shares (DOO $79.17)
  • $79.17 Cap: $5.78B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

Upvote 0

Read Answer Asked by LARRY on July 11, 2018

• Crown Castle Inc. (CCI $88.71)
  • $88.71 P/E (TTM): 87.83X Cap: $38.71B
  • View CCI Profile
  • View Questions on CCI
• Keysight Technologies Inc. (KEYS $334.34)
  • $334.34 P/E (TTM): 60.03X Cap: $57.34B
  • View KEYS Profile
  • View Questions on KEYS

Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad

Upvote 0

Read Answer Asked by Brad on July 11, 2018

• Savaria Corporation (SIS $28.87)
  • $28.87 P/E (TTM): 30.07X Cap: $6.58B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

Upvote 0

Read Answer Asked by Michael on July 10, 2018

• AnalytixInsight Inc. (ALY $0.03)
  • $0.03 Cap: $3M
  • View ALY Profile
  • View Questions on ALY

Q: Could you please give me an update on this company. Thanks

Upvote 0

Read Answer Asked by Mildred on July 10, 2018

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
  • View TH Profile
  • View Questions on TH

Q: Hi 5I
Any comments on the recent downturn on TH. Earnings seemed OK.
Thanks Bob

Upvote 0

Read Answer Asked by Robert on July 10, 2018

• Stella-Jones Inc. (SJ $83.71)
  • $83.71 P/E (TTM): 13.77X Cap: $4.57B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Western Forest Products Inc. (WEF $14.76)
  • $14.76 Cap: $155M
  • View WEF Profile
  • View Questions on WEF

Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

Upvote 0

Read Answer Asked by Andrew on July 10, 2018

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: Prometic is up 12% today on high volume. It has been such a sleepy hollow stock that it is a bit of a hock to see it moving. Are you aware of any news on this company?

Thanks, Peter

Upvote 0

Read Answer Asked by Peter on July 10, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $83.53)
  • $83.53 P/E (TTM): 16.06X Cap: $1.24B
  • View CJT Profile
  • View Questions on CJT

Q: Why is cargo jet going down and what are the prospects for the future?

Upvote 0

Read Answer Asked by brian on July 10, 2018

• Cenovus Energy Inc. (CVE $33.55)
  • $33.55 P/E (TTM): 15.6X Cap: $63.06B
  • View CVE Profile
  • View Questions on CVE
• Vermilion Energy Inc. (VET $15.72)
  • $15.72 Cap: $2.39B
  • View VET Profile
  • View Questions on VET
• Parex Resources Inc. (PXT $24.66)
  • $24.66 P/E (TTM): 6.8X Cap: $2.36B
  • View PXT Profile
  • View Questions on PXT
• Whitecap Resources Inc. (WCP $13.93)
  • $13.93 P/E (TTM): 13.66X Cap: $16.90B
  • View WCP Profile
  • View Questions on WCP
• Birchcliff Energy Ltd. (BIR $5.84)
  • $5.84 P/E (TTM): 24.33X Cap: $1.60B
  • View BIR Profile
  • View Questions on BIR
• Surge Energy Inc. (SGY $8.33)
  • $8.33 P/E (TTM): 21.36X Cap: $823M
  • View SGY Profile
  • View Questions on SGY

Q: Can you give me a couple of ideas for oil E&P exposure

Upvote 0

Read Answer Asked by Kyle on July 10, 2018

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $226.37)
  • $226.37 P/E (TTM): 37.29X Cap: $2.69B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hello
Your thoughts on Hammond Power please, with the potential for more electrical power usage is this a potential growth area? And how is the companies financials?
Great Service thank you
Dave

Upvote 0

Read Answer Asked by Dave on July 10, 2018

• Open Text Corporation (OTEX $32.16)
  • $32.16 P/E (TTM): 13.67X Cap: $8.05B
  • View OTEX Profile
  • View Questions on OTEX

Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.

Upvote 0

Read Answer Asked by Linda on July 10, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $842M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.15)
  • $28.15 P/E (TTM): 30.05X Cap: $9.94B
  • View XBB Profile
  • View Questions on XBB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.62)
  • $16.62 P/E (TTM): 20.4X Cap: $1.09B
  • View XHY Profile
  • View Questions on XHY
• iShares Floating Rate Bond ETF (FLOT $50.85)
  • $50.85 Cap: $9.23B
  • View FLOT Profile
  • View Questions on FLOT

Q: Can you please provide a few bond ETF's that may react positively in a market correction to soften the blow to a portfolio? Thanks

Upvote 0

Read Answer Asked by Graham on July 10, 2018

Q: Could you comment on the casino industry as a whole. Is it cyclical, what are the risks. I'm looking at a micro cap casino stock.

Upvote 0

Read Answer Asked by Wayne on July 10, 2018

• Bank of Nova Scotia (The) (BNS $104.92)
  • $104.92 P/E (TTM): 20.41X Cap: $129.31B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $96.31)
  • $96.31 P/E (TTM): 15.66X Cap: $53.35B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Brookfield Renewable Partners L.P. (BEP.UN $47.49)
  • $47.49 Cap: $32.29B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• Superior Plus Corp. (SPB $6.28)
  • $6.28 P/E (TTM): 12.26X Cap: $1.37B
  • View SPB Profile
  • View Questions on SPB

Q: Can you list your top 5 best ideas for buying yield/income > 3% with potential for some capital gains - due to being undervalued - right now?

Upvote 0

Read Answer Asked by Jeff on July 10, 2018