Investment Q&A

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I bought AX.UN for income and growth, and while the 8% dividend remains attractive I am concerned about growth in this space. I'm thinking of trading for KWH.UN for same payout but possible greater growth potential. I would appreciate your thoughts on this action.
Thanks as always fro the great service
GUY R

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Read Answer Asked by Guy R. on September 14, 2017

• Uni-Select Inc. (UNS $47.96)
  • $47.96 P/E (TTM): 20.77X Cap: $2.10B
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Q: Hi there
I have followed UNS stock price for many years and like the company but it was always a bit expensive. I see it is hitting 52 week lows. Wonder why this is and whether it is a buying opportunity. Do you like it long term?

Stuart

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Read Answer Asked by Stuart on September 14, 2017

• PPL Corporation (PPL $36.82)
  • $36.82 P/E (TTM): 27.24X Cap: $27.22B
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• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.22X Cap: $73.39B
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• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.27X Cap: $12.83B
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Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .

Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi

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Read Answer Asked by JOSEPH on September 14, 2017

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: NPC has been pretty quiet for some time. What do you think the mid-term prospects are for this company? is it a buy, sell or hold at this time?

Thanks for your help.

Dennis

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Read Answer Asked by Dennis on September 14, 2017

• Crown Castle Inc. (CCI $91.32)
  • $91.32 Cap: $39.76B
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Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

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Read Answer Asked by Richard on September 14, 2017

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Hello 5I,
with the recent move in CWB what is your opinion on long term value and why?

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Read Answer Asked by ANDREW on September 14, 2017

• Trimble Inc. (TRMB $78.87)
  • $78.87 P/E (TTM): 68.15X Cap: $18.76B
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Q: Trimble Inc. TRMB
Could you give me an opinion this US company. Things like cash flow, balance sheet, debt, % of insider ownership and whatever else you think might be important.
Thankyou
Bob

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Read Answer Asked by Robert on September 14, 2017

• Miscellaneous (MISC)
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Q: Reference to important note to John Sept.11 (misc) stating that US stocks in a Cdn ETF will pay the 15% with holding tax (even in a RRSP)) and is not recoverable.

So if I want to own an unhedged SP 500 ETF in my RRSP I should buy one that is listed on an American stock exchange to avoid the non recoverable 15% tax ? Thanks

Derek

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Read Answer Asked by Derek on September 14, 2017

• Horizons Active Floating Rate Preferred Share ETF (HFP)
  • Cap: $45M
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• Global X Active Preferred Share ETF (HPR $10.32)
  • $10.32 P/E (TTM): 8.17X Cap: $925M
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Q: hello 5i:
could you detail the differences between HFP and HPR, please, and what type of interest rate environment would be optimum for each? Would holding BOTH be a strategy and is it necessary?
And, could you include backtest results as to what could be expected in the case of an extreme drawdown?
thanks
Paul L

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Read Answer Asked by Paul on September 14, 2017

• Imaflex Inc. (IFX $1.15)
  • $1.15 P/E (TTM): 28.25X Cap: $58M
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Q: Imaflex is the company I want to ask about. I have been following it for a while. It seems it has moved to another level with some profit traction. Are you aware of it and, if so, what do you think? Is it a further buy at the current price range? Thank you

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Read Answer Asked by Carl on September 14, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $68.92)
  • $68.92 P/E (TTM): 1.77X Cap: $1.22B
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Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

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Read Answer Asked by Ben on September 14, 2017

• Miscellaneous (MISC)
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Q: If you had some funds to invest at this time, would you recommend Europe, Canada or US. Please rank with reasons. Thank you

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Read Answer Asked by Ignatius on September 14, 2017

• iShares Biotechnology ETF (IBB $157.31)
  • $157.31 P/E (TTM): 18.89X Cap: $6.59B
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Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

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Read Answer Asked by Tim on September 14, 2017

• Miscellaneous (MISC)
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Q: for those interested this is the President of JP morgan comments on Bitcoin...
https://www.cnbc.com/2017/09/12/jpmorgan-ceo-jamie-dimon-raises-flag-on-trading-revenue-sees-20-percent-fall-for-the-third-quarter.html

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Read Answer Asked by claude on September 14, 2017

• Gibson Energy Inc. (GEI $23.71)
  • $23.71 P/E (TTM): 24.52X Cap: $3.88B
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Q: Hi gang, do you think the company's announcement of expansion at Hardisty will lead to some sort of equity offering of financing? Do you think this is still a buy now or wait and see?
Thank you AEO

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Read Answer Asked by Alan on September 14, 2017

• Chicago Bridge & Iron Company N.V. (CBI $16.39)
  • $16.39 Cap: $6.07B
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Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

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Read Answer Asked by Gord on September 14, 2017

Q: Brookfield has a new offering - 4.75% rate reset preference shares, Series 48. Would this make a good addition to an RRSP?

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Read Answer Asked by Brad on September 14, 2017

• Vishay Precision Group Inc. (VPG $38.33)
  • $38.33 Cap: $506M
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Q: Can you tell me about this company, and would you consider it a momentum stock?

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Read Answer Asked by Elaine or Gerry on September 14, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Should we take the PPL shares or take cash and buy ENB?

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Read Answer Asked by Robert on September 14, 2017

• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 92.64X Cap: $5.93B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
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Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.

Other options are:

Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF

Or just keep it simple and add IWO.

As always thanks for the guidance.

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Read Answer Asked by Colin on September 14, 2017