Investment Q&A

Q: Good afternoon,
With the spin out of Equinox's copper assets "Solaris Copper Inc. I received a letter from my brokerage firm informing me the shares of Solaris have been deemed to be a non-qualified investment for registered plans under the income tax act. Without getting into the penalties that may be incurred, can I forget the letter since my shares are in my TFSA.
Thanks,
Charlie

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Read Answer Asked by Charlie on August 21, 2018

• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: Your updated opinion of TVE and Crew.Thanks.

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Read Answer Asked by Maurice on August 21, 2018

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Novo Resources Corp. (NVO $0.16)
  • $0.16 Cap: $54M
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Q: can you suggest your best "speculative" gold stock...
or is something that you would prefer not to delve into?
Ed in Montreal

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Read Answer Asked by ed on August 21, 2018

• Phenom Resources Corp Com (FVAN)
  • P/E (TTM): -29.5X Cap: $50M
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Q: What are your thoughts on Cornerstone Metals? It has had quite a run, and I just can't tell if it is sustainable. Your thoughts, thank you, cp.

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Read Answer Asked by C on August 21, 2018

• Invesco Variable Rate Preferred ETF (VRP $24.70)
  • $24.70 P/E (TTM): 13.34X Cap: $2.27B
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Q: Hi there,
i have recently taken over managing my US 401K and am trying to replicate the income portfolio. There are so many US ETFs it is very difficult to understand the subtle differences between all the options out there. Would you consider VRP a good equivalent to the CPD in canada

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Read Answer Asked by kelly on August 21, 2018

• Etsy Inc. (ETSY $61.93)
  • $61.93 P/E (TTM): 53.45X Cap: $6.11B
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Q: Hi Folks
I would appreciate your opinion on ETSY. I've been following it since May and it has been quite a tear. Looking to add a 3% position to my Growth portfolio. Would it be a good time to buy?
Thanks

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Read Answer Asked by JOHN on August 21, 2018

Q: Hi 5i - I’ve come across this real estate related firm in some research. I’ve never heard of it, and I’m not sure why not, because it’s performance has been excellent. Could you please dig into the fundamentals and tell me what you think. Could you also explain what exactly they do. Thanks.

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Read Answer Asked by Noel on August 21, 2018

• Centerra Gold Inc. (CG $16.54)
  • $16.54 P/E (TTM): 35.03X Cap: $3.33B
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Q: What is your opinion on CG? Would you buy today for 1-2 years hold.

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Read Answer Asked by George on August 21, 2018

• AgJunction Inc. (AJX $0.74)
  • $0.74 Cap: $89M
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Q: Peter and His Wonder Team
AJX just sold there "Outback" asset and formed a licensing agreement with Hemisphere GNSS. What do you make of this deal? Will this really improve future profits or the share price? Your assessment please! Thanks as always...

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Read Answer Asked by Ernest on August 21, 2018

• CO2 GRO Inc. (GROW)
  • Cap: $1M
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Q: What is your opinion of this company?

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Read Answer Asked by susanna on August 21, 2018

• Miscellaneous (MISC)
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Q: Hi 5I team, when you adjust the portfolios, you talk about 1%. Does it refer to total capital . Is it not easier to understand if number of shares is used? We try to follow your recommendation as close as possible. Thanks.

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Read Answer Asked by victor on August 21, 2018

• Micron Technology Inc. (MU $224.01)
  • $224.01 P/E (TTM): 29.86X Cap: $251.44B
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• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
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Q: Hello. If you could choose either QCOM or MU, which stock would you pick for a few months of swing trading? Thanks.

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Read Answer Asked by Esther on August 21, 2018

• Pioneering Technology Corp. (PTE $0.02)
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Q: Now that PTE has reached new lows do you think there is a reasonable chance of some upside momentum. How do you view the fundamentals of the company. As always thanks for the great service.

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Read Answer Asked by Rob on August 21, 2018

• Aimia Inc. (AIM $2.77)
  • $2.77 Cap: $254M
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Q: i bought a huge position in aimia awhile back betting that air canada would buy back aeroplan, now it has happened, i have sold some aimia , my question is should i exit the rest,i am having trouble valuing aimia.dave

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Read Answer Asked by david on August 21, 2018

• BMO International Dividend ETF (ZDI $27.81)
  • $27.81 P/E (TTM): 23.24X Cap: $673M
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• iShares India Index ETF (XID $56.70)
  • $56.70 P/E (TTM): 16.25X Cap: $140M
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Q: Disregarding the yield, would you buy the 2 country-specific ETFs or stick with the international ETF. I understand this is an apples vs. oranges type of question. Over a longer term, would there be a growth advantage with ZCH and XID over ZDI. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: For information purposes. Some of your correspondents have been asking why GC has suddenly sold off. I have an explanation, it's because I bought the stock the day before. I am convinced that should I sell it will immediately rally.

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Read Answer Asked by Andrew on August 21, 2018

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.27X Cap: $3.51B
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Q: Can you please clarify your answer to Francis' question on a potential choice of an industrial REIT in Vancouver. Your answer alludes to Pure Multi Family REIT which is not industrial. Joe

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Read Answer Asked by Joseph on August 21, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
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Q: Emerging markets have been quite beaten down. Is it time to invest in them and if it is, how do we do that?

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Read Answer Asked by William on August 21, 2018

• Western Forest Products Inc. (WEF $11.80)
  • $11.80 Cap: $124M
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Q: A wildfire does not "burn" all trees, they will be cut no matter how they will sale, probably adding pressure to prices. I think we have seen this scenario with the beetles a few years ago.
I am right?
CDJ

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Read Answer Asked by claude on August 21, 2018

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $44.74)
  • $44.74 P/E (TTM): 13.31X Cap: $10.27B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.61)
  • $19.61 P/E (TTM): 9.43X Cap: $1.63B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Can you comment on QBR in relation to its prospects related to its redemption notice of outstanding 4.125% convertible unsecured subordinated debentures due October 15, 2018. It had good results recently and I am questioning whether there are better alternatives such as Transcontinental.
Kirkland Lake and gold have recently lost their lustre ad momentum. In light of the political chaos globally, is this a hold or can you suggest other options in the mining space?
Thank you!

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Read Answer Asked by Martin on August 21, 2018