Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $11.34)
  • $11.34 Cap: $3.12B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.16)
  • $38.16 P/E (TTM): 78.0X Cap: $6.04B
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• Chartwell Retirement Residences (CSH.UN $20.38)
  • $20.38 P/E (TTM): 93.45X Cap: $5.92B
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Q: Hello 5i team,
I would like to purchase a few REITS through my RRSP account since I currently have non. I was thinking of purchasing one of the listed REITs that you suggested in a previous question and maybe an ETF (if they exist).

Of the REITs (CSH, HR, CAR) which one has the best dividend/growth? I figured a REIT that goes across the country would be the best.

Also do REIT ETFs exist? If so are there some that possible cover commercial properties only?

Thank you,
Andrew

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Read Answer Asked by Andrew on November 02, 2016

• Foraco International SA (FAR $2.10)
  • $2.10 P/E (TTM): 7.98X Cap: $213M
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Q: FAR has been showing some improvement over the past year. Earnings are improving (though still negative), P/B, P/S and P/CF look good, and debt seems manageable (~50%), although margins and ROA, ROE, ROI etc. are still terrible. It is only covered by one analyst, but the rating is Strong Buy. I bought speculatively when there was some minor insider buying and am currently showing a small profit. I'm debating whether to continue holding should a mining / energy sector rise float this boat. Thoughts?

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Read Answer Asked by Marc on November 02, 2016

• Aecon Group Inc. (ARE $30.05)
  • $30.05 P/E (TTM): 78.31X Cap: $1.83B
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Q: Please comment on earnings and the (seemingly) strong reaction to a modest quarterly miss this morning? SP is off 12% at the open. YTD results are still ahead of last year. Is this an entry point and would you recommend ARE for a long term (5+ years) hold?

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Read Answer Asked by David on November 02, 2016

• Gilead Sciences Inc. (GILD $118.50)
  • $118.50 P/E (TTM): 23.44X Cap: $147.03B
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Q: Hi,
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you

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Read Answer Asked by Josette on November 02, 2016

• Aecon Group Inc. (ARE $30.05)
  • $30.05 P/E (TTM): 78.31X Cap: $1.83B
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Q: What accounts for ARE's 13% drop this morning. What is your opinion of the 3rd qtr results. Is it a buying opportunity?
Thanks

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Read Answer Asked by CHRISTOPHER on November 02, 2016

• Cipher Pharmaceuticals Inc. (CPH $14.26)
  • $14.26 P/E (TTM): 22.57X Cap: $370M
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Q: In light of your recent comments on Cipher and a potential sale, do you recommend holding it for now? Or is it a sell now?

Thanks!
Ann

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Read Answer Asked by Ann on November 02, 2016

• Gildan Activewear Inc. (GIL $84.06)
  • $84.06 P/E (TTM): 19.4X Cap: $12.55B
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Q: Hi Guys,

Your thoughts on Gildan, still a long term hold?

thanks,

Jim

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Read Answer Asked by jim on November 02, 2016

• Brompton Energy Split Corp. Class A Shares (ESP $4.56)
  • $4.56 P/E (TTM): 18.35X Cap: $3M
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Q: Your comments on today's results, is there any hope for the future of this company?

Dale

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Read Answer Asked by Dale on November 02, 2016

• Flowers Foods Inc. (FLO $12.16)
  • $12.16 P/E (TTM): 12.09X Cap: $2.56B
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Q: What's your thinking on this company...and if I was to start putting a position together...margin or rrsp???
I kind of think it could drop a bit farther over the next while..tax loss selling. Your opinion please on all of that and anything else relevant. And am 61. Thank you.

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Read Answer Asked by Warren on November 02, 2016

• Baytex Energy Corp. (BTE $3.25)
  • $3.25 P/E (TTM): 6.79X Cap: $2.49B
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Q: Baytex reported Q3 and I would like to hear your comments. Thank you.

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Read Answer Asked by James on November 02, 2016

• Brookdale Senior Living Inc. (BKD $8.95)
  • $8.95 Cap: $2.12B
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Q: Can you provide comments on today's results. Markets don't seem very happy. Is it an overreaction to the Q3 results or is it more tied to the news about HCP divesting of properties Brookdale has under lease ?

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Read Answer Asked by Randy on November 02, 2016

• Firan Technology Group Corporation (FTG $10.90)
  • $10.90 P/E (TTM): 25.79X Cap: $280M
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Q: What do you read into Robert Beutel selling 1,400,000 shares?

Thanks.

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Read Answer Asked by Adam on November 02, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.84X Cap: $784M
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Q: Excerpt from CIBC research update: "Covenant Extension: CFO Karen Weaver characterized ongoing discussions with lenders around covenant step-down deferrals as "friendly" and suggested that a public announcement could be made within a few weeks." Is this a problem?

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Read Answer Asked by Greg on November 02, 2016

• CI Canadian Banks Covered Call Income Class ETF (CIC $14.29)
  • $14.29 P/E (TTM): 11.58X Cap: $335M
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Q: Are their distribution return of capital and is the distribution stable. Also what is their Management fees

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Read Answer Asked by Brajesh on November 02, 2016

• Peyto Exploration & Development Corp. (PEY $20.30)
  • $20.30 P/E (TTM): 12.36X Cap: $4.05B
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• Cardinal Energy Ltd. (CJ $8.03)
  • $8.03 P/E (TTM): 14.55X Cap: $1.28B
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Q: I am a retired, conservative, dividend-income investor with a well balanced portfolio. I am considering a switch from CJ into PEY.

For background, I own full positions in ALA, AQN, FTS, TRP and half positions in WCP and CJ.

RBC has had an Outperform rating on CJ for several quarters, but it has been lagging. Should I give it more time?

Is PEY a better fit into my portfolio, for diversification of gas vs oil, small vs mid vs large cap, and consistent long term growth?

Thanks, Steve

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Read Answer Asked by Stephen on November 02, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $249.71)
  • $249.71 P/E (TTM): 99.97X Cap: $324.46B
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Q: Hi, Can you please comment on Shopify results. Thanks

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Read Answer Asked by rajeev on November 02, 2016

• Exco Technologies Limited (XTC $6.53)
  • $6.53 P/E (TTM): 10.81X Cap: $257M
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Q: Hi,

Provide provide your view on the recent weakness of XTC (Exco Technologies). Do you think there are company specific issues (and if so what are the issues) or generally tied to the overall weakness of auto part stocks.

Thank you,

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Read Answer Asked by Edwin on November 02, 2016

• BMO Canadian Dividend ETF (ZDV $25.83)
  • $25.83 P/E (TTM): 13.42X Cap: $1.30B
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• iShares Canadian Select Dividend Index ETF (XDV $36.66)
  • $36.66 P/E (TTM): 11.64X Cap: $1.98B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.65)
  • $39.65 P/E (TTM): 14.83X Cap: $1.05B
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Q: Hi 5i. In April of 2015, you discussed Cdn Dividend ETF's, and suggested that because CDZ (iShares Cdn Div Aristocrats) focused on Co's that regularly increase dividends, that it outperforms other Cdn. Div. ETF's, particularly over the long term.
Do you still consider this view to be valid, particularly as it compares to XDV (iShares Cdn. Select Div. ETF) and ZDV (BMO Cdn. Div. ETF). Thanks T.

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Read Answer Asked by Terrance on November 02, 2016

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.67)
  • $17.67 Cap: $602M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.35)
  • $23.35 Cap: $6.33B
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Q: Would you favour CLF or VAB for government bond exposure?

Thanks,
Jason

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Read Answer Asked by Jason on November 02, 2016

• Miscellaneous (MISC)
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Q: Dividends paid in US dollars: I am wondering if there are any caveats about buying Can. stocks that pay dividends in US dollars. Any, which types of accounts are they best suited for, or does it matter?

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Read Answer Asked by Helen on November 02, 2016