Investment Q&A

• Miscellaneous (MISC)
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Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best

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Read Answer Asked by joseph on September 19, 2017

• Zimtu Capital Corp. (ZC $0.26)
  • $0.26 P/E (TTM): 2.27X Cap: $2M
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Q: Hi there - could you please provide your thoughts on this company? It trades at significantly less than its liquidation value (easily calculated as it hold a significant amount of public companies). thank you.

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Read Answer Asked by Brent on September 19, 2017

• Loblaw Companies Limited (L $226.84)
  • $226.84 P/E (TTM): 28.34X Cap: $69.53B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.22)
  • $80.22 P/E (TTM): 16.1X Cap: $13.96B
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• Open Text Corporation (OTEX $41.63)
  • $41.63 P/E (TTM): 12.42X Cap: $10.80B
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Q: I have a reasonably well-balanced portfolio encompassing many 5i suggestions. I have recently opened a TFSA account and would like your assessment of the above for immediate purchase in that account.
Thanks for your assistance.
Geoff

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Read Answer Asked by Geoffrey on September 19, 2017

• Constellation Software Inc. (CSU $4,603.93)
  • $4,603.93 P/E (TTM): 100.28X Cap: $99.20B
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Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

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Read Answer Asked by Alan on September 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.22)
  • $80.22 P/E (TTM): 16.1X Cap: $13.96B
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Q: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.

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Read Answer Asked by Peter on September 19, 2017

• Magna International Inc. (MG $61.82)
  • $61.82 P/E (TTM): 9.98X Cap: $17.40B
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Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie

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Read Answer Asked by Maggie on September 18, 2017

• Pembina Pipeline Corporation (PPL $49.68)
  • $49.68 P/E (TTM): 16.1X Cap: $28.55B
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• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: This is comment on your answer to Brian's question. For the record the merger has been approved during the July 11th meeting. It is important to know that instruction on options have to be submitted by tomorrow. Otherwise the default is receiving PPL shares subject to proration.

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Read Answer Asked by Saad on September 18, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: Thanks for your help and insight. I have just rec'd a recorded message from the CFO, I think, of PIH to vote my shares in support of the Methode plan of arrangement. Is there any other significance to such a call than that there has been a poor response, number of shares-wise, to the plan?

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Read Answer Asked by Gayle on September 18, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.03)
  • $42.03 P/E (TTM): 1011.41X Cap: $27.36B
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Q: How could Brookfield Infrastructure (BIP) be up 3.8% at the moment on the NYSE while Brookfield Infrastructure(BIP.UN) is down .57%?

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Read Answer Asked by John on September 18, 2017

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.65)
  • $38.65 P/E (TTM): 5.71X Cap: $997M
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Q: Just looking over the ishares website regarding CDZ, and I don't seem to understand why the dividends have not been increasing steadily and instead have been erratic. For a dividend growth ETF, should the dividends not increase regularly? Can you please help me understand this?

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Read Answer Asked by Nino on September 18, 2017

• Ag Growth International Inc. (AFN $42.77)
  • $42.77 Cap: $800M
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Q: Is there information relating to the drop in AFN today? What is your opinion of this stock currently?

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Read Answer Asked by LEN on September 18, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.94)
  • $129.94 P/E (TTM): 17.32X Cap: $29.05B
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Q: What's your take on the 4mil+ share buyback from Caisse?

FJ

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Read Answer Asked by Febin on September 18, 2017

• Miscellaneous (MISC)
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Q: Hi 5i
Did Siemens AG really not pay a dividend last year? I was looking to buy for diversification purposes till I saw this.
Regards,

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Read Answer Asked by Mark on September 18, 2017

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Q: I have advanced funds to my sons and their wives, ages approx. 40, to set up TFSA's and suggested they invest in Reits and set them up as Drips. I gave them a list of suggested Reits and I believe they have all followed my suggestions. None of them are really into investing. Could I have your comments on this strategy.

Dennis

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Read Answer Asked by Dennis on September 18, 2017

• Miscellaneous (MISC)
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Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait

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Read Answer Asked by Ernest on September 18, 2017

• First Quantum Minerals Ltd. (FM $23.86)
  • $23.86 P/E (TTM): 70.54X Cap: $19.75B
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• United States Steel Corporation (X)
  • P/E (TTM): 148.24X
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Q: What is your opinion on these companies and the forecast on steel and copper i was thinking of moving in on these companies with the pullbacks they have had. Thank you so much

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Read Answer Asked by Norman on September 18, 2017

• UnitedHealth Group Incorporated (DE) (UNH $268.71)
  • $268.71 P/E (TTM): 10.56X Cap: $236.89B
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Q: Is this one of the best plays in healthcare? A great growth stock. It seems to be rolling along with no worries. What's the catch?

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Read Answer Asked by Mark on September 18, 2017

• Microbix Biosystems Inc. (MBX $0.29)
  • $0.29 P/E (TTM): 28.5X Cap: $40M
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Q: can you provide any insight on this microcap. Any ideas on product potential, mgmt. and burn rate.
thx

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Read Answer Asked by Scott on September 18, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.22)
  • $34.22 Cap: $22.41B
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• Algonquin Power & Utilities Corp. (AQN $7.97)
  • $7.97 Cap: $6.08B
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Q: Which would you prefer, BEP.UN or AQN, for a conservative income portfolio with no other utility exposure?

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Read Answer Asked by Alex on September 18, 2017

• Global X Lithium & Battery Tech ETF (LIT $46.26)
  • $46.26 P/E (TTM): 122.7X Cap: $1.04B
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Q: Hi Team,
Lithium has been on a roll for a while. There are two ETFs and one company that appear to get more coverage in financial news; they all have been steadily rising.
Would any of the mentioned names be viable for investment at this point in time or would you have additional recommendations?
Thank you for your input!

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Read Answer Asked by Sigrid on September 18, 2017