Investment Q&A

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• H&R Real Estate Investment Trust (HR.UN $10.10)
  • $10.10 Cap: $2.77B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.85)
  • $35.85 P/E (TTM): 95.08X Cap: $5.69B
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Q: Hi - I am looking to invest in a real estste reit/etf that has income but low debt. - Any suggestions?

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Read Answer Asked by Ron on November 20, 2017

• LGC CAPITAL LTD. (LG)
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Q: Your thoughts on the prospects for this company with the potential legalization of marijuana in Canada and Australia? The stock has a lot of momentum.

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Read Answer Asked by Cory on November 20, 2017

• Instructure Holdings Inc. (INST)
  • Cap: $3.47B
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Q: Hi. Can I have your opinion on Instructure (NYSE: INST), a US educational software company? I could not find any question on that company in the database. It provides cloud-based Learning Management Software (LMS) to institutions to administer and deliver online courses, track learning outcomes, teacher-student interactions, etc. They also a product targeted to corporations for training employees and developing skills. The stock seems to be performing very well. It is on my watch list and I am intrigued by it because I am a big user of LMS at my University. Thank you.

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Read Answer Asked by Christian on November 20, 2017

• Sociedad Quimica y Minera S.A. (SQM $64.61)
  • $64.61 P/E (TTM): 27.43X Cap: $18.80B
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• NRG Metals Inc. (NGZ)
  • Cap: $8M
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Q: I am looking at purchasing some stock in the lithium mining business. Would you recommend at this time at what are your thoughts about NRG Metals (NGZ). Thanks

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Read Answer Asked by serge on November 20, 2017

• Acceleware Ltd. (AXE $0.09)
  • $0.09 P/E (TTM): 9.0X Cap: $11M
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Q: Could I get your analysis of this venture stock? It seems like a interesting approach using microwave technology to heat the subsurface for heavy oil extraction. It had a nice jump today.

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Read Answer Asked by Dan on November 20, 2017

• Celestica Inc. (CLS $420.33)
  • $420.33 P/E (TTM): 50.77X Cap: $48.51B
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• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $605M
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Q: Good Morning Peter, Ryan, and Team,
I have a bit of cash in an account that very closely tracks the "Balanced Equity Portfolio". My weightings in GUD and CLS are a bit light now due to their share's pulling back. Both stocks look cheap to me and tax loss selling season is likely helping to suppress them. I would appreciate your opinion of adding to these two names. Thank you for your sage advice. DL

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Read Answer Asked by Dennis on November 20, 2017

• Tornado Infrastructure Equipment Ltd. (TGH $1.92)
  • $1.92 P/E (TTM): 38.4X Cap: $265M
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Q: I know this co is too small for you to recommend, but can you comment on most recent quarterly report? Does the direction (earnings, etc) seem positive?
(There was a question asked by Craig on September 19, 2017 but I can't see the answer).
Thanks,

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Read Answer Asked by Peter on November 20, 2017

• Atlantic Gold Corporation (AGB $2.92)
  • $2.92 P/E (TTM): 23.1X Cap: $690M
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Q: what do you think about this company. would you buy at the current price

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Read Answer Asked by frederick on November 20, 2017

• Antares Pharma Inc. (ATRS)
  • P/E (TTM): 22.38X Cap: $955M
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Q: There is only 1 question on ATRS that came up on the symbol search but no answer to the question was shown. So apologies for duplication but was wondering... What is your opinion of ATRS as a 1-2 year hold in a growth portfolio?

Thanks

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Read Answer Asked by Craig on November 20, 2017

Q: Peter,your ex firm Sprott is taking over CEF,expected closing in Q1.2018.I have 1000 shs of CEF.A .The proposal is 1 sh of Cef.a for 1 new trust unit.Sprott stated that there is over $300m in value to be realized for Cef.a shareholders relative to 9% pre announcement NAV discount. Please advise of how much cash I will receive & Sprottt's calculation formula.If undervalued,then is it advisable to buy some more shares now?Also will the new trust unit be listed on TSX.I read u response to q on Nov 15--tender offer & select cash option(cash & shs).Thanks for u usual great services & views

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Read Answer Asked by Peter on November 20, 2017

Q: What is Sprotts offer worth per share?

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Read Answer Asked by roger on November 20, 2017

Q: Regarding Sprott Asset management inc purchasing CEF.A and common shares. A quick reading of the plan of arrangement seems to indicate that in the default option (do nothing) CEF.A units will be converted to trust units of the new entity (SII ?) on a one to one basis, and that no payment will be made to CEF.A units owners. Is this a correct interpretation ?

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Read Answer Asked by Alejandro (Alex) on November 20, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Stella-Jones Inc. (SJ $87.63)
  • $87.63 P/E (TTM): 14.38X Cap: $4.81B
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• Magna International Inc. (MG $71.77)
  • $71.77 P/E (TTM): 14.17X Cap: $20.12B
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• Exco Technologies Limited (XTC $6.85)
  • $6.85 P/E (TTM): 11.05X Cap: $260M
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Q: In your opinion if Trump cancelled Nafta, which 6 Canadian Co's would be the most affected in order?
Thanks

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Read Answer Asked by eugene on November 20, 2017

• Covalon Technologies Ltd. (COV $1.80)
  • $1.80 P/E (TTM): 22.88X Cap: $50M
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Q: Hello 5i team,

I want to buy Covalon in my TFSA. Would you suggest buying now or waiting for a possible pullback. It has had a big runup lately.
Thanks

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Read Answer Asked by Josette on November 20, 2017

• Miscellaneous (MISC)
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Q: Can you tell me why ex-div, takes an index down a few points

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Read Answer Asked by Nino on November 20, 2017

• Fortis Inc. (FTS $70.42)
  • $70.42 P/E (TTM): 20.1X Cap: $35.45B
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Q: When the stock took a fair hit friday ,was that more related to ex -dividend date or are their other factors ?

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Read Answer Asked by terrance on November 20, 2017

• Miscellaneous (MISC)
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Q: Could you refresh us with what metrics to use when looking at a companies debt to equity ratio?
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.

This is quite a complex question so please charge me the credits accordingly.

Thanks

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Read Answer Asked by James on November 20, 2017

• Talend S.A. (TLND $65.97)
  • $65.97 Cap: $1.94B
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Q: Hello Team,
Could you give me an analysis of talend. Is it a buy in your opinion?
Thank You,
Barry

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Read Answer Asked by Barry on November 20, 2017

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.05)
  • $66.05 P/E (TTM): 8.73X Cap: $2.80B
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• Cogeco Inc. Subordinate Voting Shares (CGO $62.52)
  • $62.52 P/E (TTM): 7.14X Cap: $606M
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Q: Hi,

You just responded to my question but you didn't really answer it. I am trying to understand some potential reasons WHY Cogeco has erupted this year. Can you go a bit deeper in your response?

Thank you

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Read Answer Asked by Kim on November 20, 2017

• DAVIDsTEA Inc. (DTEA)
  • P/E (TTM): 0.7X Cap: $12M
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Q: I realize it's out of your coverage, but could you provide an opinion on David's Tea. Seems they have a lot of cash and low expectations.

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Read Answer Asked by Brian on November 20, 2017