Investment Q&A

• 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

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 16.41X Cap: $2.15B
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Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

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Read Answer Asked by Walter on September 14, 2017

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 44.27X Cap: $35.53B
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• Stella-Jones Inc. (SJ $78.70)
  • $78.70 P/E (TTM): 13.21X Cap: $4.34B
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• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.65B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.64X Cap: $17.60B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.

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Read Answer Asked by Alan on September 14, 2017

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.45B
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Q: Does the news justify the breakout?

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Read Answer Asked by gordon on September 13, 2017

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

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Read Answer Asked by Jerry on September 13, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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Q: Hello thanks for the great service, in the years I have been a member my wins are far exceeding my losses. SHOP has been going up like crazy so I sold some for balancing purposes and still know a number of shares. Is there any news on why it is moving up so fast I cannot find anything?.
Thanks

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Read Answer Asked by Kolbi on September 13, 2017