Investment Q&A

• Genuine Parts Company (GPC $134.76)
  • $134.76 P/E (TTM): 22.91X Cap: $18.55B
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Q: Good morning from the West Coast.
May I have your view for the long term for GPC Thanks

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Read Answer Asked by Richard on July 28, 2017

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.87X Cap: $1.53B
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Q: Any thoughts on their earnings report? Looks like a good quarter and demand is picking up. Good buy at these levels?

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Read Answer Asked by John on July 28, 2017

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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Q: What are your thoughts on Input Capital? Was thinking of initiating a small position. What is the main risk to this business and what would be the catalyst to move the stock forward?

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Read Answer Asked by Rudy on July 28, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: MDA just reported, please provide comments, perception going forward of company. Some of their sales divisions were up nicely, and others were down. Any and all feedback is appreciated. Thank you.

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Read Answer Asked by william on July 28, 2017

• Pembina Pipeline Corporation (PPL $49.16)
  • $49.16 P/E (TTM): 15.96X Cap: $28.65B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Vermilion Energy Inc. (VET $10.04)
  • $10.04 Cap: $1.55B
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Q: The 3 above are my only energy holdings. Total about 10% of portfolio. Hold or sell? If sell suggested replacements? Maybe renewable energy?? Take appropriate credits.
Thanks Jim

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Read Answer Asked by jim on July 28, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Please may I have your view on MNW's results & acquisition today.Price @ $9.86 up 579%.Thanks for u usual great services & views

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Read Answer Asked by Peter on July 28, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.50)
  • $129.50 P/E (TTM): 17.44X Cap: $29.42B
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• Open Text Corporation (OTEX $40.63)
  • $40.63 P/E (TTM): 12.67X Cap: $11.08B
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Q: Hi Peter and Company,

I have looked at metrics (beta, market cap, p/cash flow ratio, p/e ratio, dividend rate) for the above 3 mentioned IT/tech companies and feel that OTEX seems to have the best metrics among them. Would you please comments on these companies and rank them accordingly.

Cheers,
Harry

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Read Answer Asked by Harry on July 28, 2017

Q: Please comment on G latest report. Looked ok but Market hated it!

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Read Answer Asked by george on July 28, 2017

• Alimentation Couche-Tard Inc. (ATD $69.66)
  • $69.66 P/E (TTM): 18.79X Cap: $66.30B
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Q: Can you please provide your analysis re: current valuation of this company. Is it a good time to buy this stock at current levels? Do you see any specific company initiatives / acquisition opportunities that will drive growth in short to mid term? Thank you.

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Read Answer Asked by Linda on July 28, 2017

• Loblaw Companies Limited (L $231.10)
  • $231.10 P/E (TTM): 28.19X Cap: $69.18B
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Q: With recent guidance warning regarding minimum wage increases, is this a good time to buy Loblaws?

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Read Answer Asked by richard on July 28, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.89)
  • $163.89 P/E (TTM): 15.99X Cap: $8.91B
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Q: Hi 5i Research Team, Can you please provide current analysis of Canadian Tire, including economic trends that could impact retail sales of this company, and your expectation for growth, stock price and dividend valuation. Is this a good time to buy Canadian Tire?

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Read Answer Asked by Linda on July 28, 2017

• Cobalt 27 Capital Corp. (KBLT $4.40)
  • $4.40 Cap: $376M
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Q: Any reason for the rapid decline of KBLT stock price,following a nice increase following the recent IPO? Is it related to the expiration of a insider "lock-up" period?
Thanks!

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Read Answer Asked by Gregory on July 28, 2017

• Miscellaneous (MISC)
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Q: I have seen my investments total value in US stocks and non hedged ETFs going down lately, although individual stock price are doing OK.
I know it is very difficult to predict currency fluctuations, I would like your view and recommendation on how to protect my portfolio. Is buying hedged ETFs is the solution and what about your view on the Canadian dollar against the US $ and the Euro.
I value your opinion
Raouf

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Read Answer Asked by Raoul on July 28, 2017

• SPDR S&P Regional Banking ETF (KRE $61.54)
  • $61.54 P/E (TTM): 28.8X Cap: $2.87B
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• Manulife U.S. Regional Bank Trust Class A Units (MBK.UN $6.26)
  • $6.26 P/E (TTM): 2.84X Cap: $20M
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Q: I am thinking of getting exposure to the US regional Banks by way of MBK.UN. I could do the same thru an ETF, what would be your recommendation?
Thanks

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Read Answer Asked by John on July 28, 2017

• Cardinal Health Inc. (CAH $146.30)
  • $146.30 P/E (TTM): 24.6X Cap: $37.62B
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• Dave & Buster's Entertainment Inc. (PLAY $25.92)
  • $25.92 P/E (TTM): 21.92X Cap: $896M
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• Ambarella Inc. (AMBA $69.17)
  • $69.17 Cap: $2.65B
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Q: Could you provide some comments on CAH, PLAY, and AMBA?

Thanks

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Read Answer Asked by Adam on July 28, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.17)
  • $20.17 P/E (TTM): 51.4X Cap: $668M
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• BMO US High Dividend Covered Call ETF (ZWH $23.84)
  • $23.84 P/E (TTM): 50.23X Cap: $1.04B
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Q: What is 5I's current position on hedging the C$ when buying/holding Int'l ETFs. Do you suspect that this is a short-lived situation?

Carl

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Read Answer Asked by Carl on July 28, 2017

• Northland Power Inc. (NPI $22.02)
  • $22.02 P/E (TTM): 22.41X Cap: $5.77B
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• Capital Power Corporation (CPX $60.59)
  • $60.59 P/E (TTM): 18.52X Cap: $8.39B
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Q: Greetings! Would you consider CPX or NPI to be the better purchased at this time? Thanks, as always.

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Read Answer Asked by Susan on July 28, 2017

• INVESCO QQQ Trust (QQQ $580.05)
  • $580.05 P/E (TTM): 59.46X Cap: $362.47B
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Q: What ETF would you recommend in order to get exposure to the FAANG stocks?

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Read Answer Asked by James on July 28, 2017

• Suncor Energy Inc. (SU $53.50)
  • $53.50 P/E (TTM): 11.58X Cap: $65.61B
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• Imperial Oil Limited (IMO $115.04)
  • $115.04 P/E (TTM): 12.96X Cap: $58.52B
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• Canadian Natural Resources Limited (CNQ $41.18)
  • $41.18 P/E (TTM): 11.68X Cap: $86.24B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.92X Cap: $5.91B
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Q: I hold approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.

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Read Answer Asked by Gordon on July 28, 2017

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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Q: Hi,
Recently they are raising equity @ $6.40/ unit. Is this price attractive and reasonable to increase my portfolio position from 2% to 3% or 4% or I wait sometime then add? I checked with my Brokerage bank who is one of the underwriter of this equity issue, and was told they are sold out. Is it one of the indication that their will be less chance of a sell off in the unit price?
Thanks

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Read Answer Asked by Piyush on July 28, 2017