Investment Q&A

• Choice Properties Real Estate Investment Trust (CHP.UN $14.70)
  • $14.70 Cap: $10.65B
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Q: Stock seems to be hanging around. What are your thoughts on this company.

Thanks

Gigi

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Read Answer Asked by Gigi on November 05, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: What is the dividend payout ratio? Is it sustainable?
Safe long term play?
Thanks

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Read Answer Asked by EVAN on November 05, 2018

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: After todays announced results and slowing SSS do you think that the growth story is broken or would you continue to hold?

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Read Answer Asked by Rudy on November 02, 2018

• Artis Real Estate Investment Trust (AX.UN $6.02)
  • $6.02 Cap: $579M
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Q: Any reason for the large drop in AX.un today? Is it time to add or bailout? If Bailout what would you suggest as replacement?

Thanks

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Read Answer Asked by Saad on November 02, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: I'm getting weary waiting for this stock to:
A- give a dividend increase
B- appreciate in price.

Either I move on (recommend something) or I hold. Help me on this decision.
Greg

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Read Answer Asked by Greg on November 02, 2018

• Fortinet Inc. (FTNT $85.21)
  • $85.21 P/E (TTM): 33.55X Cap: $64.51B
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Q: Hello 5i,
I've been looking at Fortinet for a while now. It's had pulled back a lot with the market and an apparent miss on earnings.
Can you comment on this companies prospects and are there others in this space you would prefer?
Thanks
Dave

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Read Answer Asked by Dave on November 02, 2018

• Parkland Corporation (PKI $40.17)
  • $40.17 P/E (TTM): 23.91X Cap: $6.96B
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Q: Can you please advise for the big drop in PKI? I will appreciate any comments on their recent reporting of results.
Thanks

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Read Answer Asked by Terry on November 02, 2018

• Sentry Select Primary Metals Corp. Class A Shares (PME $3.83)
  • $3.83 P/E (TTM): 18.57X Cap: $27M
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Q: I saw my Q and one other today. The response to both was that you had comments in today's Q&A. When I search I only find the same two questions for today.

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Read Answer Asked by Peter on November 02, 2018

• Chemtrade Logistics Income Fund (CHE.UN $13.44)
  • $13.44 P/E (TTM): 12.55X Cap: $1.50B
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Q: Can you please provide your opinion on this one? Hold or sell?
Thanks as always...

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Read Answer Asked by adam on November 02, 2018

Q: Is there any news/reason for the harsh drop in today’s price on FTNT? Is this an opportunity to buy?

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Read Answer Asked by Terry on November 02, 2018

• Canopy Growth Corporation (WEED $1.71)
  • $1.71 Cap: $457M
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Q: Good Morning 5i
WEED/Constellation deal completed and a Fundamental Change news release today. Market sort of ho hum on information which is I guess expected as news is old. Anything in the document that peaks an interest.
Thanks for taking a look!

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Read Answer Asked by Randy on November 02, 2018

• Loblaw Companies Limited (L $55.44)
  • $55.44 P/E (TTM): 6.76X Cap: $65.61B
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• George Weston Limited (WN $84.88)
  • $84.88 P/E (TTM): 10.66X Cap: $32.33B
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Q: The stock is down about 20% today. What was the reason? Thank you.

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Read Answer Asked by ANDY on November 02, 2018

• TC Energy Corporation (TRP $70.56)
  • $70.56 P/E (TTM): 17.22X Cap: $73.39B
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• Pembina Pipeline Corporation (PPL $53.04)
  • $53.04 P/E (TTM): 17.67X Cap: $30.63B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: would you buy any of these pipeline? and which ones for which reason?

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Read Answer Asked by Nino on November 02, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: So far I have not invested in any reits. What are your thoughts on dream global reit or would you suggest something else. This would be for a 5 year hold.
Thanks

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Read Answer Asked by earl on November 02, 2018

• Atlassian Corporation (TEAM $168.65)
  • $168.65 Cap: $42.14B
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• Okta Inc. (OKTA $89.84)
  • $89.84 P/E (TTM): 100.75X Cap: $15.49B
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Q: How would you rate Okta vs. Team?
Thanks!

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Read Answer Asked by Sigrid on November 02, 2018

• AltaGas Ltd. (ALA $41.11)
  • $41.11 P/E (TTM): 16.0X Cap: $12.22B
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• Alaris Equity Partners Income Trust (AD.UN $19.43)
  • $19.43 P/E (TTM): 6.36X Cap: $889M
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• AutoCanada Inc. (ACQ $25.17)
  • $25.17 Cap: $572M
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• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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• American Hotel Income Properties REIT LP (HOT.UN $0.35)
  • $0.35 Cap: $27M
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• Cardinal Energy Ltd. (CJ $7.87)
  • $7.87 P/E (TTM): 14.6X Cap: $1.27B
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Q: Hi,
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.

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Read Answer Asked by S on November 02, 2018

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.23)
  • $17.23 P/E (TTM): 36.38X Cap: $2.33B
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• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • P/E (TTM): -1.5X Cap: $286M
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Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.

I appreciate your response and thank you for the great service you offer.

Massimo

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Read Answer Asked by Massimo on November 02, 2018

• Western Forest Products Inc. (WEF $11.89)
  • $11.89 Cap: $124M
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Q: Forest Stocks.. Why the bounce in the last few days RAK

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Read Answer Asked by bob on November 02, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Did zcl report today? If so what we're the numbers and your thoughts going forward. Is that why it's down again today?

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Read Answer Asked by Luca on November 02, 2018

• Suncor Energy Inc. (SU $55.82)
  • $55.82 P/E (TTM): 11.97X Cap: $67.40B
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• Canadian Natural Resources Limited (CNQ $44.77)
  • $44.77 P/E (TTM): 11.38X Cap: $93.30B
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Q: Both had solid results today. Time to start building a position in both at these prices? Thx.

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Read Answer Asked by John L on November 02, 2018