Investment Q&A

• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: Hello Peter, Ryan & Team,

For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.

For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.

Thank you for all you do,

Wes

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Read Answer Asked by Wes on October 18, 2017

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter

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Read Answer Asked by Valter on October 18, 2017

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: Will you be preparing a report for NFI? What rating would you likely give. Thanks.

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Read Answer Asked by Albert on October 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Would you start a position in Shop at$120. now or wait for the quarterly results first? Thanks

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Read Answer Asked by Richard on October 17, 2017

• Xylem Inc. New (XYL $144.13)
  • $144.13 P/E (TTM): 38.32X Cap: $34.60B
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Q: Hi 5iResearch Team,

XYL drops by almost 5% today, would you please comment on what's causing this decline.

Regards,

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Read Answer Asked by Harry on October 17, 2017

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $163.87)
  • $163.87 P/E (TTM): 42.36X Cap: $16.05B
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Q: Can you please explain the BBD Airbus deal? It looks like they gave 50.1% away for free... but the market's reaction is positive. Giving away that much of the CSeries for free doesn't seem like a good deal, but was it because they were just screwed otherwise and had to?

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Read Answer Asked by Arthur on October 17, 2017

• PIMCO Monthly Income Fund (Canada) Series A (PMO005 $12.55)
  • $12.55 P/E (TTM): 3.6X Cap: $2.07B
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Q: Hello guy

Is it better to sell my pimco monthly income fund to by the new etf pmif. I have for 6 000$

Thk you

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Read Answer Asked by Alexandre on October 17, 2017

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: Hi 5i,

Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.

Thanks as always.

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Read Answer Asked by Joe on October 17, 2017

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: Peter; Re GORDON’s question on the marijuana biz- he might also want to consider the threat by the TSX to delist any pot companies with operations in the US that run afoul of US laws. Rod

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Read Answer Asked by Rodney on October 17, 2017

• Asensus Surgical Inc Com (TRXC)
  • P/E (TTM): -2.7X Cap: $916M
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Q: Any updated comments now that they are FDA approved?

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Read Answer Asked by Mark on October 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: I would appreciate your comments on the 3rd qtr. report of TV.Any reason for its drop in price today? Is the price of zinc still strong or has it dropped?Are your still recommending this stock as a three year hold? Thanks ,as always, for your sage advice.
Dave

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Read Answer Asked by Dave on October 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: TV reported production yesterday. What were your thoughts. Were they a little on the low side. What is outlook for the future ? Do you think $ 2.00 is in the future ? RAK

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Read Answer Asked by bob on October 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Please comment on news and outlook.
Thanks a bunch.

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Read Answer Asked by gordon on October 17, 2017

• Miscellaneous (MISC)
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Q: http://www.businessinsider.com/stock-market-news-could-be-headed-for-one-of-worst-disasters-in-history-2017-10

Do you think the article is right or is this article initself flawed?

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Read Answer Asked by Thomas on October 17, 2017

• Miscellaneous (MISC)
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Q: In your answers when you state a company's p/e are you referring to the trailing twelve months(TTM) or to the expected current fiscal year or to next fiscal year based on analyst estimates?

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Read Answer Asked by Murray on October 17, 2017

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: I have been sitting in this stock for awhile waiting for some growth to occur which has yet to be seen. TD dropped it this morning from it action list and replaced with Magna. Is it time to sell or do you think this is a longer term growth stock?

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Read Answer Asked by Sarah on October 17, 2017

• Medical Facilities Corporation (DR $14.46)
  • $14.46 P/E (TTM): 3.26X Cap: $281M
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Q: Hi Guys my question today is on Medical facilities.I'm a dividend paying stock investor and I have no or very little exposure to medical sector. The stock drop yesterday and wondering if I should step in or is there bad news coming forward.
Thanks guys wish I would have known about your expertise earlier love your business structure.

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Read Answer Asked by Hubert on October 17, 2017

• Korn Ferry (KFY $69.69)
  • $69.69 P/E (TTM): 14.91X Cap: $3.72B
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Q: Can you please comment on Korn/Ferry International..$KFY,

Thanks Valter

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Read Answer Asked by Valter on October 17, 2017

• FLYHT Aerospace Solutions Ltd. (FLY $0.34)
  • $0.34 Cap: $13M
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Q: Would you please comment on the impact to the company regarding the press release this morning... FLYHT Signs USD $2.1 Million Sales Contract with Azur Aviation. Thank you

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Read Answer Asked by Gordon on October 17, 2017

• MCAN Mortgage Corporation (MKP $20.24)
  • $20.24 P/E (TTM): 10.94X Cap: $787M
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Q: I have owned MCAN in my RRIF for some time. My RRIF holds primarily income stocks, and my more aggressive growth stocks are in an unsheltered account. MCAN just announced a nice big dividend increase. What is your opinion on this stock now? Thanks.

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Read Answer Asked by Russell S. on October 17, 2017