Investment Q&A

• Element Fleet Management Corp. (EFN $36.83)
  • $36.83 P/E (TTM): 27.37X Cap: $14.55B
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Q: Peter and team

I was thinking of getting back into EFN at this time. I was wondering your thoughts long term, and more importantly what will happen to shareholders at the time of "the split".

Thanks as always for a great service!

Phil

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Read Answer Asked by Phil on June 29, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.46B
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Q: You rate this as an "A"; but, when I check my info provided by CIBC Investors Edge: debt/Equity is 2.8X, ROE is basically 0, P.R. is crazy high and P.E. equally so. They have issued a lot of common and preferred shares as well and must have a heck of a lot of non-cash write-offs which distort a lot of the metrics, I guess? What is the story on a pure cash basis then?

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Read Answer Asked by James on June 29, 2016

• Linamar Corporation (LNR $68.94)
  • $68.94 P/E (TTM): 15.88X Cap: $4B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $256M
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Q: My question is about "peak auto". I have not yet read any reliable source that shows auto sales heading for a slump. In your experience, have you seen "cheap" large caps like Magna fall 40% based on a "guess" that was repeated enough times in the media to convince everyone, a guess that ended up being wrong? It's hard to believe all this selling is based only on a guess about a "top". I am not seeing XTC or LNR executives buy their stock. At 6.5 times earnings, you'd think they would buy if they their EPS was projected to be maintained over the next 3 quarters!

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Read Answer Asked by Matt on June 29, 2016

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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Q: PWF has been been hit fairly hard by Brexit. With a 5% dividend, it is looking attractive at current prices. Could you comment on the reasons for the significant price decrease, and would you buy today for a long-term hold, with dividend sustainability being the main concern.

Thank-you

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Read Answer Asked by grant on June 29, 2016

• Deere & Company (DE $508.58)
  • $508.58 P/E (TTM): 24.21X Cap: $138.27B
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Q: Any thoughts on Deere? What do I need to know? Thanks!

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Read Answer Asked by Chris on June 29, 2016

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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Q: Hi Whats your take on vets current acquisition in Germany It did share in today bounce.
Also many thx on your recommendation on aw I took a full position in Mar and have to trim aleady
Stan

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Read Answer Asked by Stan on June 29, 2016

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $69M
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Q: Can you please clarify your answer you gave to Saad re Sherritt bonds re the alternative of cash vs rights.

Your recco wan't clear.

Which one would you choose?

Sheldon

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Read Answer Asked by Sheldon on June 29, 2016

• Brookfield Business Partners L.P. (BBU.UN $35.21)
  • $35.21 Cap: $7.04B
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Q: What can you tell me about BBU.UN? I have a few shares due to spin off from BAM shares

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Read Answer Asked by Francis on June 29, 2016

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $216.38)
  • $216.38 P/E (TTM): 12.95X Cap: $1.48B
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Q: Good morning,

Can you give me your thoughts on lassonde industries. It is a company you do not hear much about but the historical stock performance has been impressive to say the least.What does the company's financials look like ( ie debt, yield,safety as well as future growth in dividend, payout ratio etc) as well as future growth for the company.

Would you recommend taking a position at this time.

Thanks for the outstanding service!

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Read Answer Asked by Thomas on June 29, 2016

• BP p.l.c. (BP $33.60)
  • $33.60 P/E (TTM): 38.44X Cap: $84.42B
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Q: Thoughts on British Petroleum USD ADR @ this time please? Thank you.

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Read Answer Asked by Joel on June 29, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: You mention that HCG may be a good play post Brexit. I note that they had two substantially reduced dividend payments in 2014. Are you aware what the reason for that might have been? Just wondering if there is anything on their horizon that might cause that to happen again?
Thanks

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Read Answer Asked by steve on June 29, 2016

• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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Q: Hi 5i team

Any thoughts on the possibility of Magna working for GOOGL and/or AAPL? I have read a few articles on this. How far down the road might this be?
Also, would it be possible to post the stock price as part of the answer? As an example- Magna MG $44?.... Or too cumbersome ? Thank you

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Read Answer Asked by Greg on June 29, 2016

• Northland Power Inc. (NPI $22.58)
  • $22.58 P/E (TTM): 22.58X Cap: $5.84B
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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 $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $703M
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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 $4.42)
  • $4.42 P/E (TTM): 19.81X Cap: $40M
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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 $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.41B
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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 $0.30)
  • $0.30 P/E (TTM): 27.0X Cap: $59M
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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 $68.94)
  • $68.94 P/E (TTM): 15.88X Cap: $4B
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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