Investment Q&A

• High Liner Foods Incorporated (HLF $16.15)
  • $16.15 P/E (TTM): 6.21X Cap: $468M
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• Mountain Province Diamonds Inc. (MPVD $0.05)
  • $0.05 Cap: $10M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $76.76)
  • $76.76 P/E (TTM): 37.47X Cap: $8.81B
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• Telo Genomics Corp. (TELO)
  • P/E (TTM): -21.9X Cap: $2M
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• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Hello 5i. I may just need a bit of hand holding here. I have the following stocks in a high growth portfolio. I do not need to cash anything in but do wonder if these stocks are worth holding on to? Am I missing other better opportunities? All are down from where I bought them.
ATZ,HLF,DXD,FRII,MPVD

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Read Answer Asked by David on August 03, 2017

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Any news as to why VII is down +10% today?

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Read Answer Asked by Bob on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: I thought zzz earnings were good. Same Store sales were up again. a trend that has occurred in many of the Companies past quarters. They will benefit with Sears Canada closing many of their stores. Is it a buy ? RAK

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Read Answer Asked by bob on August 03, 2017

• Great-West Lifeco Inc. (GWO $53.60)
  • $53.60 P/E (TTM): 13.36X Cap: $49.56B
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Q: Good morning 5i team!
Can you please provide your comments on the q2 earnings, valuation and future?
Thanks!

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Read Answer Asked by Rossana on August 03, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Please provide your comments on their earnings. Would you be adding at this point or selling? Thank you for your great service.

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Read Answer Asked by Stella on August 03, 2017

• Alaris Equity Partners Income Trust (AD.UN $18.16)
  • $18.16 P/E (TTM): 4.39X Cap: $824M
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Q: Hello 5i. Could I please have your thoughts on AD's Sequel announcement? Is the impact here short-term, subject to AD's ability to find new royalty partners as beneficial as Sequel? The market obviously doesn't like the announcement. Thanks as always.

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Read Answer Asked by Thomas on August 03, 2017

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Sierra Wireless reported I thought fairly good results and made an acquisition which should bear fruit in the near future, yet yesterday the stock was down in after market trading in US of over 6%. What am I missing??
Thank you

Steve

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Read Answer Asked by Steve on August 03, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Hi Pete and Team,
Can you please comment on earning, outlook and valuation of HCG. Is it worth holding this stock?

Thanks

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Read Answer Asked by Victor on August 03, 2017

• Lam Research Corporation (LRCX $107.38)
  • $107.38 P/E (TTM): 9.94X Cap: $135.90B
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Q: LRCX has fallen precipitously over the last few days. I cannot find a specific reason for this. Are you aware of why it has fallen so fast? Thanks.
Mike

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Read Answer Asked by Michael on August 03, 2017

• Fiore Gold Ltd. (F $1.40)
  • $1.40 P/E (TTM): 5.02X Cap: $140M
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Q: Hi, this company isn't trading since a few weeks. They whent threw a merger from what i understand. Would you be able to tell me when trading should resume, because i can't find the info. it is less than 1% of my portfolio. thanks.

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Read Answer Asked by Dario on August 03, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: What is your opinion of this NASDAQ stock regarding the space their in as well as the management team for a 1-2 year hold also any potential to be taken out by a bigger competitor thanks a bunch

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Read Answer Asked by Greg on August 03, 2017

• Miscellaneous (MISC)
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Q: Marylin question.
I use this web site for dividende growth http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Publish as you which

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Read Answer Asked by Djamel on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
  • View ZZZ Profile
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Q: Why the sell off in ZZZ this morning?
Results seemed to me to be okay. Your comments please

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Read Answer Asked by Rudy on August 03, 2017

• Grayscale Bitcoin Trust (GBTC $92.75)
  • $92.75 Cap: $22.19B
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Q: Hi 5i do you have any suggested companies either start ups or mature that can be invested in for exposure to blockchain or crypto currency like bitcoin,ethereum

Thanks

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Read Answer Asked by Kolbi on August 03, 2017

• Kinder Morgan Canada Limited restricted voting shares (KML $14.91)
  • $14.91 P/E (TTM): 42.6X Cap: $1.73B
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Q: Analysts seem united in valuing KML in the mid $20 if pipeline is completed. Using comparable metrics( ENB ?, TRP?, Other? ) what would be value of shares if pipeline did not get built?
Thank you.

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Read Answer Asked by JACK on August 03, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.

SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2

Comments? Also what is the source of the adjustments?

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Read Answer Asked by Jeff on August 03, 2017

• Avante Corp. (XX $0.75)
  • $0.75 Cap: $19M
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Q: Please comment on the current and year results for XX. Thanks

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Read Answer Asked by george on August 03, 2017

• Currency Exchange International Corp. (CXI $20.30)
  • $20.30 P/E (TTM): 25.68X Cap: $128M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: I hold a small amount of CXI and after about 2 years I neither up nor down and am tired of "waiting". I'm thinking of switching to GS, which I think you're warming up to with its litigation behind.

Is this a reasonable switch?

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Read Answer Asked by Cameron on August 03, 2017

• ServiceNow Inc. (NOW $850.86)
  • $850.86 P/E (TTM): 107.35X Cap: $176.97B
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Q: can you please comment on this company.. what they do,their competition and outlook going forward? Is this a long term buy?

many thanks

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Read Answer Asked by adam on August 03, 2017

• Apollo Global Management Inc. (APO $140.68)
  • $140.68 P/E (TTM): 25.24X Cap: $80.47B
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Q: Greetings 5i,

What are your thoughts on Apollo Global mgt? I've done quite well with it up 28% now since buying earlier this year. About 5% of my portfolio now.

Cheers!

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Read Answer Asked by Duane on August 03, 2017