Investment Q&A

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Good Morning, Your ROE calculations show a 5yr average of -4%
in the report. Scotiabanks research shows an average of 29% ROE.
Why the huge difference? Thanks Gordon

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Read Answer Asked by gordon on April 22, 2016

• RioCan Real Estate Investment Trust (REI.UN $17.88)
  • $17.88 P/E (TTM): 20.38X Cap: $5.27B
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Q: I would like an opinion on a couple of stocks. My goal is to get a solid dividend and moderate growth over the long term. The stocks are:

BCE
BEP_UN ( I see is held in the income portfolio)
RioCan

Thank you
RioCan

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Read Answer Asked by Martin on April 22, 2016

Q: I HOLD FIAT CHRYSLER (FCAU/US); FERRARI (RACE/US); VOYA FLTG RATE SR. LOAN FUND UNIT (ISL.U/CDN)IN MY U.S. FUNDS PORTFOLIO AND WOULD APPRECIATE YOUR VIEW AS TO WHETHER OR NOT ANY OR ALL OF THEM SHOULD BE SOLD AT THE PRESENT TIME. THANK YOU IN ADVANCE FOR YOUR CONTINUING SERVICE.

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Read Answer Asked by Harold on April 22, 2016

• Concordia Healthcare (CXR)
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Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.

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Read Answer Asked by Edward on April 22, 2016

• iShares Russell 2000 Growth ETF (IWO $304.81)
  • $304.81 P/E (TTM): 51.69X Cap: $12.28B
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Q: Hi team, in the growth portfolio I am overweight with IWO, about 14% and down 10%. My thoughts last year were to possibly take advantage of a drop in the CA $. That strategy didn't work. Should I sell some and how much or hold?
Thanks for the good advice.

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Read Answer Asked by Jacques on April 22, 2016

• Bank of Nova Scotia (The) (BNS $78.01)
  • $78.01 P/E (TTM): 16.29X Cap: $97.16B
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Q: Hi, I’m a young professional and just getting started in ETF/stock investing. I’m hoping that you can recommend one Canadian ETF, one international ETF and one stock (preferably one of the big banks or another high dividend paying option). My risk tolerance is medium considering that I may want to sell in 1-3 years for a down payment on a house. Thanks!

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Read Answer Asked by Matt on April 22, 2016

• Alimentation Couche-Tard Inc. (ATD $70.09)
  • $70.09 P/E (TTM): 18.59X Cap: $66.44B
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• Premium Brands Holdings Corporation (PBH $94.22)
  • $94.22 P/E (TTM): 45.03X Cap: $4.20B
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Q: Hi,
I may have timed out in my last attempt to ask this question so please ignore it if it's still in the queue.

I'm looking to add either PBH or ATD.B. I currently only own Loblaws in this space. Do you have a preference for a long term hold in an RRSP account?

Thank you,

Robert

PS. Love the ability to tag my favourite Q&As.

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Read Answer Asked by Robert on April 22, 2016

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Hi Team,

What in your opinion are the best (4 or 5) growth REIT (if any?) and real estate companies available for inclusion in a cash account and why?

Thanks, Gilles

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Read Answer Asked by Denise on April 22, 2016

• Knight Therapeutics Inc. (GUD $6.35)
  • $6.35 P/E (TTM): 63.56X Cap: $632M
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Q: From the growth portfolio Ihave:AVO,GUD,XTC,DRT,EFN,PLI,BOS,PUR,TNC,IT,CXR,SH,KXS.
Would you sell any of these to replace with your recent additions DBO and/or RRX.
Thanks Peter.

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Read Answer Asked by Peter on April 22, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.47)
  • $13.47 P/E (TTM): 16.64X Cap: $1.04B
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• iShares Convertible Bond Index ETF (CVD $17.92)
  • $17.92 Cap: $99M
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Q: You had recently mentioned that you prefer CVD over CPD currently. Can you please explain the difference between the two and why you prefer CVD at this time.

Thank you

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Read Answer Asked by Vineet on April 22, 2016

• Concordia Healthcare (CXR)
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Q: Hi Peter and Team,
What is the reasonable take over price for Concordia?

Thanks

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Read Answer Asked by Victor on April 22, 2016

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
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Q: Technicals are not to bad, could go lower as anything else in this market. I'm wondering your thoughts on this stock as to dividend and fundamentals.Thank you in advance Barry

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Read Answer Asked by Barry on April 21, 2016

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Today BCI went up 0.66 cents (2.10%) and the volume was only 344, why do you think?
Thank you.

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Read Answer Asked by Helen on April 21, 2016

Q: Just a follow-up to my previous question: Yes, I understand I have to click "daily" or "weekly", whatever my preferred option is. However, the question remains: are these questions actually sent to our inboxes, via email, or are they simply filtered into the "My Watchlist" section? If they are meant to be sent to us directly, I am not receiving them. Thanks.

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Read Answer Asked by Sylvia on April 21, 2016

• Concordia Healthcare (CXR)
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Q: What is the most likely scenario with Cxr tomorrow after it was halted today,do you think it will trading at the opening bell or what has to happen to "unhault " trading have 300 shares and have a nice profit on a quick trade just wandering the best way to sell tomorrow thanks for your great service

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Read Answer Asked by Greg on April 21, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Kinaxis Inc. (KXS $199.95)
  • $199.95 P/E (TTM): 167.07X Cap: $5.65B
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• Canexus Corporation (CUS $1.64)
  • $1.64 P/E (TTM): 27.9X Cap: $1.66B
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Q: Hi, thanks very much for the 17% gain in just 7 weeks with CUS!! I have this in my TFSA and am now considering selling and replacing it with either RRX, HCG, KXS or DBO. Assuming diversification is not an issue, which do you see as the best upside potential? Or is it better to hold CUS for a little longer?
Thanks again! Ian

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Read Answer Asked by Ian on April 21, 2016

• Alimentation Couche-Tard Inc. (ATD $70.09)
  • $70.09 P/E (TTM): 18.59X Cap: $66.44B
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Q: Hello 5i team,
Could you shed some light on the recent comments by Alain Bouchard regarding Bay Street's opposition to extending the dual share structure while Prem Watsa just got the OK to extend the dual share structure; what is the conflict here? and how would this affect me as a shareholder?
Thanks,
Antoine

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Read Answer Asked by Antoine on April 21, 2016

• Concordia Healthcare (CXR)
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Q: Concordia has been acting very poorly for quite some time, especially since their last earnings report. Is it still being associated too much with VRX or is there something else? (i.e management compensation) I do not want to exit my position as this seems so cheap based on forward earnings. I know they have a ton of debt but this should be managed based on their forecasts. Is this just a case of the market being short sighted?

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Read Answer Asked by Peter on April 21, 2016

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.83)
  • $16.83 Cap: $831M
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Q: I hold XHY and XSH in my wife's RRSP. Which of the above would you prefer as an addition? I notice CVD is thinly traded compared to CPD. Another option would be to add to XHY to bring it to a seven percent weighting. Thank you.

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Read Answer Asked by Barrie on April 21, 2016

• Concordia Healthcare (CXR)
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Q: I'm wondering why a trading halt would last for so long when the news is already out, and it's something as benign as preliminary discussions after being approached by another party. Is there something else coming?

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Read Answer Asked by Rick on April 21, 2016