Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Kinaxis Inc. (KXS $168.64)
  • $168.64 P/E (TTM): 141.19X Cap: $4.76B
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• Open Text Corporation (OTEX $53.60)
  • $53.60 P/E (TTM): 22.99X Cap: $13.46B
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks

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Read Answer Asked on June 09, 2017

• Kinaxis Inc. (KXS $168.64)
  • $168.64 P/E (TTM): 141.19X Cap: $4.76B
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• Premium Brands Holdings Corporation (PBH $96.37)
  • $96.37 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.94)
  • $21.94 P/E (TTM): 28.34X Cap: $1.56B
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Q: Hi

I have 25000 investable cash for my tfsa acct, can you recommend 3 stocks I can pick for a long term(5years)hold.

Thanks.

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Read Answer Asked by sunday on June 09, 2017

• Sun Life Financial Inc. (SLF $85.25)
  • $85.25 P/E (TTM): 15.74X Cap: $48.58B
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• Canadian Real Estate Investment Trust (REF.UN $51.95)
  • $51.95 P/E (TTM): 15.6X
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• goeasy Ltd. (GSY $168.06)
  • $168.06 P/E (TTM): 10.15X Cap: $2.68B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.39X Cap: $668M
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• Altus Group Limited (AIF $57.25)
  • $57.25 P/E (TTM): 6.68X Cap: $2.44B
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• ECN Capital Corp. (ECN $2.78)
  • $2.78 Cap: $774M
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Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf

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Read Answer Asked by Paul on June 08, 2017

• Fiore Gold Ltd. (F $1.40)
  • $1.40 P/E (TTM): 5.02X Cap: $140M
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Q: Hi, whats your view on this company? i'd like to invest here, a real small amount of cash. High risk?

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Read Answer Asked by Dario on June 08, 2017

• Miscellaneous (MISC)
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Q: Hi 5i team,

Im just wondering what determines which company gets reported. I see some have multiple coverage while some haven't had any.

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Read Answer Asked by Jerry on June 08, 2017

• Miscellaneous (MISC)
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Q: RE: June 08, 2017 - Asked by Jerry - NEO >>>>

Looks like I won't be getting quotes directly from Google any time soon. Received the following reply to my email from NEO:
Thank you for your market data inquiry. I can confirm that we have engaged Google Finance with respect to making NEO Exchange market data available on their platform, but they have been less than responsive. Most global data vendors do currently support NEO data. If you are inclined, please feel free to contact them directly with your request, as there are no applicable fees for them to make NEO data available.

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Read Answer Asked by Paul on June 08, 2017

• eCobalt Solutions Inc. (ECS $0.28)
  • $0.28 Cap: $46M
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Q: Can you give me your thoughts on Ecobalt Solutions (ECS). Thanks

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Read Answer Asked by Bruce on June 08, 2017

• Ichor Holdings (ICHR $22.83)
  • $22.83 Cap: $783M
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Q: Hi Peter and Team,

Please comment on this US stock. What is forward PE and its growth potential in the hot industry?

Thanks,
Jim

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Read Answer Asked by Jim on June 08, 2017

• K92 Mining Inc. (KNT $18.55)
  • $18.55 P/E (TTM): 14.64X Cap: $4.42B
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Q: Hello 5i, what do you think of K92 Mining? Would this be a good time to add to a position?

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Read Answer Asked by Jean-Bernard on June 08, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: I am a new member. Does your service cover only Canadian equities?
I am up 20% in OCLR. Should I sell or hold?

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Read Answer Asked by Doug on June 08, 2017

• Alterra Power Corp. (AXY $7.74)
  • $7.74 Cap: $451M
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Q: hey ryan.. How about a buy hold or sell. Thanx Cliff

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Read Answer Asked by cliff on June 08, 2017

• Cobalt 27 Capital Corp. (KBLT $4.40)
  • $4.40 Cap: $376M
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Q: What do you think of the upcoming IPO of Cobalt 27 Capital Corp.? It has been offered for subscription on the Scotia iTrade site for several days now (normally good IPOs only last an hour or so on the site before being oversubscribed).

Thanks!

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Read Answer Asked by Gregory on June 08, 2017

• Miscellaneous (MISC)
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Q: As I am over 55 and live in BC I qualify to defer my property taxes until sale of our home. I will have to pay .7% interest on the deferred funds this year and the rate can change yearly. I was thinking of depositing the equivalent funds (about $2500 per year) my TFSA each year as i have unused room and I was wondering what recommendation you would make for a reasonably safe investment for these funds for the long term until sale of our home when they will come due along with interest.

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Read Answer Asked by John on June 08, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• High Arctic Energy Services Inc. (HWO $0.81)
  • $0.81 Cap: $10M
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Q: I would like to sell one of these stocks. Which one would you let go?

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Read Answer Asked by Cheryl on June 08, 2017

• Currency Exchange International Corp. (CXI $24.47)
  • $24.47 P/E (TTM): 15.85X Cap: $148M
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Q: Did you have a chance to listen to the cc and if so any thing worth sharing.
Thx

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Read Answer Asked by blake on June 08, 2017

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Hi there I am an existing shareholder and wondering your thoughts on Park Lawns new acquisition. Would you add to a position here to bring it up to 4%.

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Read Answer Asked by Stuart on June 08, 2017

• Miscellaneous (MISC)
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Q: there are organic growth and / or growth by acquisition. please recommend 3 potential companies in each for the next 5 years. thanks.

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Read Answer Asked by victor on June 08, 2017

• Mosaic Capital Corporation (M $5.50)
  • $5.50 Cap: $58M
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Q: Is this company investible for a 5 year hold. Thank you

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Read Answer Asked by michael on June 08, 2017

• BCE Inc. (BCE $32.21)
  • $32.21 P/E (TTM): 71.28X Cap: $30.16B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.10)
  • $55.10 P/E (TTM): 19.63X Cap: $29.98B
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• TELUS Corporation (T $20.55)
  • $20.55 P/E (TTM): 32.14X Cap: $31.65B
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Q: I have BCE and RCI.B. I had thought of dropping Rogers and buying Telus, now Rogers is moving somewhat. Would you recommend I replace one of the two with Telus? Keep the two I have? or invest in all three as I am underweight Telcos?

Thank you for this and all your answers to others

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Read Answer Asked by Paul on June 08, 2017

• Great Plains Metals Corp. (GPS $0.12)
  • $0.12 Cap: $4M
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Q: Hi Peter.
Good Show, as always.
Can you please advise regarding GPS and ITC. With recent price is it good entry point.
Also, when we expect to post portfolio monthly reports.
Thanks

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Read Answer Asked by RUPINDER on June 08, 2017