Investment Q&A

• Xylem Inc. New (XYL $144.18)
  • $144.18 P/E (TTM): 38.71X Cap: $34.92B
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• Premier American Uranium Inc. (PUR $1.04)
  • $1.04 Cap: $40M
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• iShares Global Water Index ETF (CWW $64.25)
  • $64.25 P/E (TTM): 38.29X Cap: $311M
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• A.O. Smith Corporation (AOS $70.65)
  • $70.65 P/E (TTM): 19.65X Cap: $9.89B
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Q: Hi Team,

Would like to get into the 'water theme. Would love to know your thoughts on AOS? And could you list some other good water themed stocks in US and Canada which are good investment for growth oriented investor. Thank you kindly. From Chris.

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Read Answer Asked by Chris on August 04, 2017

• iShares Russell 2000 Growth ETF (IWO $292.70)
  • $292.70 P/E (TTM): 4.55X Cap: $11.71B
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Q: The Russell 2000 has had a nice run up and now appears to be descending. I need US$ and would like to realize my profits in US$ while the Cdn$ is strong. As I have Loss carry forwards for tax purposes there will be no tax payable on this transaction. I would consider buying back in to IWO if you feel the Russell 2000 will reverse and start to rise again. What do you think at this time about investing in IWO? Mike

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Read Answer Asked by Michael on August 04, 2017

• Cineplex Inc. (CGX $10.32)
  • $10.32 Cap: $657M
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• Parkland Corporation (PKI $38.19)
  • $38.19 P/E (TTM): 34.56X Cap: $6.64B
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• Altus Group Limited (AIF $54.19)
  • $54.19 P/E (TTM): 6.74X Cap: $2.32B
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Q: Just comments.AIF-basing on better than expected Q2 revenue & eps,3 firms(TD,CF & RY) raised target price to $36 & upgraded stock.Reportedly best one day performance since 8/15 PKI-RY & BNS downgraded target price to $31 & $33.75 CGX-6 out of 7 firms downgraded to $46-$52.1st time in the last 3 years that Ellis Jacob is not that upbeat in interview on BNN after release of results. In this strong earnings season,strong results will be handsomely rewarded(eg AIF,SHOP,TOY),& vice versa.

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Read Answer Asked by Peter on August 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Premier American Uranium Inc. (PUR $1.04)
  • $1.04 Cap: $40M
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on August 04, 2017

• Pembina Pipeline Corporation (PPL $49.57)
  • $49.57 P/E (TTM): 16.53X Cap: $29.46B
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Q: Hi Peter, Ryan & Co.,
Can you please comment on PPL's most recent quarter - it appears to me to be good one. I hold this for income mostly, but would like to get your comments about the prospects for share price appreciation as well; the whole sector seems to be out of favour. Given the most recent results, do you anticipate dividend increases from this company going forward?
Thanks!
Brian

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Read Answer Asked by Brian on August 04, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Hi 5i team,
Can I get your assessment of FCR's most recent quarter? Appeared to be a bit lackluster to me. Apart from interest rate sentiment that seems to keeping most REIT share prices down, are there any heightened business risks to this company given the type and location of the properties they own? And is the current payout ratio reasonable in your opinion?
Many thanks,
Brian

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Read Answer Asked by Brian on August 04, 2017

• Savaria Corporation (SIS $21.04)
  • $21.04 P/E (TTM): 29.45X Cap: $1.52B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: ZCL--It appears it missed expected eps by 0.01 & this is 2nd Q in a row.Please your take on results & going forward. SIS reports on Aug 10 & may I have your view.If I recall,it did a financing of 2.76m shares @ $13.90 about 3 mos ago. Appreciate u usual great services & opinions

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Read Answer Asked by Peter on August 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Can you please comment on ZCL's report?
Thank you

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Read Answer Asked by Nancy on August 04, 2017

• Kinaxis Inc. (KXS $204.47)
  • $204.47 P/E (TTM): 416.79X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 127.36X Cap: $269.28B
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Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John

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Read Answer Asked by john on August 03, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Can you provide your thoughts on PLI as a company and its outlook? Thanks.

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Read Answer Asked by Chris on August 03, 2017

• High Liner Foods Incorporated (HLF $16.82)
  • $16.82 P/E (TTM): 6.52X Cap: $496M
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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 $72.17)
  • $72.17 P/E (TTM): 36.64X Cap: $8.35B
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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 $53.54)
  • $53.54 P/E (TTM): 13.15X Cap: $49.36B
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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 $18.15)
  • $18.15 P/E (TTM): 4.48X Cap: $849M
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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 $100.88)
  • $100.88 P/E (TTM): 9.06X Cap: $126.82B
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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