Investment Q&A

• Johnson & Johnson (JNJ $175.79)
  • $175.79 P/E (TTM): 19.05X Cap: $426.17B
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• Bank of Nova Scotia (The) (BNS $88.57)
  • $88.57 P/E (TTM): 16.98X Cap: $109.69B
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• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.46X Cap: $146.08B
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Q: Greetings
Have you ever considered a list of stocks to own, dare I say it, forever? Something so enduring that you can almost set it and forget it. My list would include Berkshire Hathaway, Phillip Morris, Coca Cola. It would discourage frequent trading, focusing on price targets, hand wringing over every quarterly, etc.
Looking forward to your thoughts.
Tim

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Read Answer Asked by Tim on November 18, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.24X Cap: $784M
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Q: In a press release dated Nov.10 DH announced agreements to amend debt covenants. What does this mean? Thx

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Read Answer Asked by blake on November 18, 2016

• Lucara Diamond Corp. (LUC $0.20)
  • $0.20 P/E (TTM): 1.35X Cap: $93M
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Hello, Lucara sent out a press release today indicating completion of sale of 12 large diamonds totalling $38+ million. Wondering how you feel this will impact the stock price.
Also, I note a large run up in price of Grande West Transportation. Anything other than recent sales (incl USA)? Could this be a New Flyer proxy?
Thank you,
Brian

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Read Answer Asked by Brian on November 18, 2016

• Novartis AG (NVS $126.55)
  • $126.55 P/E (TTM): 21.93X Cap: $252.91B
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Q: I have held Novartis for a few years and still show a profit of ~33%. However it has dropped significantly in the last 18 months. In the pharma space, I also hold Knight Therapeutic (GUD) and Johnson & Johnson (JNJ). I wonder if Novartis is still worth keeping or should I consider switching to something else (or increasing my holding in J&J or GUD). It represents ~1% of my portfolio which is well diversified but light on pharma. Although not your primary field of expertise, I would still appreciate any light you could shed on the company. Thank you for your valuable insights.

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Read Answer Asked by jacques on November 18, 2016

• Northern Dynasty Minerals Ltd. (NDM $1.15)
  • $1.15 Cap: $640M
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Q: Hi team,

Do you have any thoughts on Northern Dynasty's recent earnings? Is there a solid reason for the big gains? Would you buy or sell at this point?

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Read Answer Asked by Bill on November 18, 2016

• Unilever PLC (UL $62.78)
  • $62.78 P/E (TTM): 23.71X Cap: $156.04B
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Q: Hi 5i Team,

Would you consider Unilever PLC "cheap" now, and a good buy for next year?

Thanks, Shane

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Read Answer Asked by SHANE on November 18, 2016

• Hydrogenics Corporation (HYG $19.59)
  • $19.59 P/E (TTM): 12.31X Cap: $2.77B
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Q: Hi 5i,

Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?

Thanks again, Shane

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Read Answer Asked by SHANE on November 18, 2016

• Miscellaneous (MISC)
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Q: Can you give me three hedge fund names you would consider strong investments for next 5-10 years .i am retiring in 10 years and have most of my money in a variety of hedge funds and wondering what your guys opinion would be good picks for a tfsa,rsp, and a non registered account individually.

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Read Answer Asked by Brad on November 18, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: How do you interpret the announcement the company made today on one of their products?

Is this just a pop or a longer term effect?

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 18, 2016

• Miscellaneous (MISC)
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Q: Gentlemen I was advised to keep all the Canadian stocks that pay a $US dividend in $US accounts.

Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.

Thanks very much

Sheldon

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Read Answer Asked by Sheldon on November 18, 2016

• Element Fleet Management Corp. (EFN $36.94)
  • $36.94 P/E (TTM): 27.29X Cap: $14.79B
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• ECN Capital Corp. (ECN $3.01)
  • $3.01 Cap: $830M
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Q: would you suggest moving efn into ecn

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Read Answer Asked by andrew on November 18, 2016

• Miscellaneous (MISC)
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Q: Hi there,

is there any way to know the target price for above companies you have recommended.

is there any source that would provide the target price for these companies or any other companies you cover.

also, what's the usual timing of your stock recommendations.

Thank you for your service.

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Read Answer Asked by RUFAT on November 18, 2016

• GoGold Resources Inc. (GGD $2.60)
  • $2.60 P/E (TTM): 62.19X Cap: $961M
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Q: Hi 5i,

Can you tell me about GoGold Resources (GGD.TO) and your opinion of them?

Thank you, Shane

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Read Answer Asked by SHANE on November 18, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.

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Read Answer Asked by Margot on November 18, 2016

• Alaris Equity Partners Income Trust (AD.UN $18.75)
  • $18.75 P/E (TTM): 6.04X Cap: $842M
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Q: Trying to figure out if I should hold waiting for the turn around or buy something like

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Read Answer Asked by Leo on November 18, 2016

• Alaris Equity Partners Income Trust (AD.UN $18.75)
  • $18.75 P/E (TTM): 6.04X Cap: $842M
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• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $216.11)
  • $216.11 P/E (TTM): 12.45X Cap: $1.45B
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Q: Trying to decide if I should hold onto AD or buy something like LAS.A instead. More interested in growth than income. Any comments appreciated.

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Read Answer Asked by Leo on November 18, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Hello Peter and Team,

If one were to top up companies in the balanced portfolio, which 5 would you choose at the moment.

And do you feel now is a good time to buy or to wait for before Christmas.

Thanks,

Wes

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Read Answer Asked by Wes on November 18, 2016

• Gilead Sciences Inc. (GILD $115.25)
  • $115.25 P/E (TTM): 24.34X Cap: $143.63B
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• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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Q: I'm considering buying some GILD.My portfolio is all CDN stocks so it should benefit from some diversification and I feel US stocks may gain some strength under Trump.Obviously GILD is very cheap which reminds me a little of Concordia when I bought what I thought was an undervalued health care stock only to watch it nose dive.I also noticed a few reputable investment firms loading up over the last 2 months.My other choice was to buy PBH which is a great company but very expensive.What are your thoughts on a very cheap GILD which adds some diversification vs a fairly expensive PBH which is currently performing much better? I find i'm more of a GARP than a value investor but I appreciate getting a great stock on sale.

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Read Answer Asked by Adam on November 18, 2016

• Miscellaneous (MISC)
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Q: Hello,
In your response to a question about tax loss selling you mentioned that you've noticed some strange trading in some stocks this week. Just wondering if you see any good long-term companies that have been "kicked to the curb" recently due to tax loss selling. Air Boss seems to be one that is consistently making new lows in what seems like a daily basis and Black Diamond Group has plummeted since reporting disappointing results a few weeks ago (you have a B- rating on BDI as of Jan 2015). Any names fit the bill as tax loss victims?
Many thanks,
Kent

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Read Answer Asked by KENT on November 18, 2016

• AltaGas Ltd. (ALA $41.73)
  • $41.73 P/E (TTM): 15.89X Cap: $12.43B
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Q: Hi,
I currently hold stocks in ALA and like your opinion of this holding.
Thanks, John

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Read Answer Asked by John on November 18, 2016