Investment Q&A

• Tourmaline Oil Corp. (TOU $62.74)
  • $62.74 P/E (TTM): 15.74X Cap: $23.58B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Birchcliff Energy Ltd. (BIR $5.91)
  • $5.91 P/E (TTM): 21.11X Cap: $1.61B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.

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Read Answer Asked by Roland on August 14, 2017

• goeasy Ltd. (GSY $172.94)
  • $172.94 P/E (TTM): 10.46X Cap: $2.79B
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Q: Just wondering if things have changed for gsy. It has been trailing down for awhile and I am wondering if this is a good time to buy. I noticed it wasn't one of your top 5. Thank you

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Read Answer Asked by Meghan on August 14, 2017

• Franklin Core ETF Portfolio (CBL $23.21)
  • $23.21 Cap: $2M
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Q: Good morning gentlemen,
What are your thoughts on the earnings? Does the stock still merit a hold? I get the feeling that the allegations are a little simplistic for a company and a man who seem to be as thorough as they come?
Thx for your thoughts

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Read Answer Asked by Giuseppe on August 14, 2017

• Global X Marijuana Life Sciences Index ETF (HMMJ $10.01)
  • $10.01 P/E (TTM): 11.2X Cap: $63M
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Q: Small position on this ETF for long term. With TSX controversy about listing marijuana companies, do you think I should sell?

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Read Answer Asked by Pierre on August 14, 2017

• Miscellaneous (MISC)
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Q: With the conflict that is on going with the U.S.A and North Korea is it better to have a wait and see attitude before putting anymore funds into the Stock Market. Thanks . Ernie

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Read Answer Asked by Ernie on August 14, 2017

• Franklin Core ETF Portfolio (CBL $23.21)
  • $23.21 Cap: $2M
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Q: now that earnings were announced would you buy this stock or stay away.dave

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Read Answer Asked by david on August 14, 2017

• Miscellaneous (MISC)
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Q: Hello 5i team, Michael in particular,
Thank you for your most interesting report on Canadian Midstreams.
You guys are worth your weight in "Single Malt Scotch"
Cheers,
Antoine

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Read Answer Asked by Antoine on August 11, 2017

• GoldMoney Inc. (XAU $10.89)
  • $10.89 Cap: $136M
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Q: Hello 5i,
Would you please comment on the latest quarter financials.Finally a profit- does it now constitute investment grade?

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Read Answer Asked by ANDREW on August 11, 2017

• Savaria Corporation (SIS $20.20)
  • $20.20 P/E (TTM): 26.35X Cap: $1.44B
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Q: Hello,Your comments on SIS Q2 results and the stock price drop, please. SIS met the revenue expectations but the Adj EBITDA, net earnings and Adj EPS all were below expectations. What is your take -to continue to hold or reduce position?

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Read Answer Asked by Sriram on August 11, 2017

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: Please provide your comments on Q2 earnings. I bought RUF.UN for income and long term hold.
Thanks

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Read Answer Asked by Roy on August 11, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $5.92)
  • $5.92 Cap: $590M
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• Savaria Corporation (SIS $20.20)
  • $20.20 P/E (TTM): 26.35X Cap: $1.44B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Premier American Uranium Inc. (PUR $1.28)
  • $1.28 Cap: $94M
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Q: your answer to a lot of the questions ends with something like this
" we do not see it as a must own small cap"
so my question is what are your 5 favorite small caps, i assume gud and savaria and pho are in your top five but not sure.dave

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Read Answer Asked by david on August 11, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Pioneering Technology Corp. (PTE $0.01)
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Q: I'm looking to add 3 small cap stocks to my non RRSP/TFSA investments. Which above stocks would you recommend? Thanks for your great service.

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Read Answer Asked by David on August 11, 2017

• Finning International Inc. (FTT $64.06)
  • $64.06 P/E (TTM): 13.58X Cap: $8.39B
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Q: Good morning 5i, I was thinking of investing in this Co., what do you think of their recent earnings? Would you recommend this Co.? Thanks, Catherine

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Read Answer Asked by Catherine on August 11, 2017

• Magna International Inc. (MG $65.37)
  • $65.37 P/E (TTM): 11.02X Cap: $18.30B
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Q: Good Afternoon: Magna results looked quite strong on the surface, especially with a forecast revised upward for the future. And yet it is trading down nearly $2. Your comments on their earnings, forecast, price drop today and overall opinion on this company please. Thanks.

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Read Answer Asked by Donald on August 11, 2017

• TELUS Corporation (T $21.92)
  • $21.92 P/E (TTM): 34.11X Cap: $33.50B
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Q: I have a 2.5% position on this stock. Stock is down today and will like to buy on weakness or should I wait. Comments please.

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Read Answer Asked by David on August 11, 2017

• NVIDIA Corporation (NVDA $181.85)
  • $181.85 P/E (TTM): 50.77X Cap: $4.33T
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Q: Could you please comment on Nvidia's results?

I see it as a long term hold? Do you agree?

Many thanks, Peter

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Read Answer Asked by Peter on August 11, 2017

• Quarterhill Inc. (QTRH $1.08)
  • $1.08 Cap: $125M
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Q: Peter and His Wonder Team
Please comment on there quarterly report and its future implications. Would you classify this company as a solid hold, contrarian buy or dead money?
Thanks again...you are an invaluable service to us amateurs!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on August 11, 2017

• IBI Group Inc. (IBG $19.48)
  • $19.48 P/E (TTM): 24.26X Cap: $1.74B
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• UFP Industries Inc. (UFPI $92.24)
  • $92.24 P/E (TTM): 16.01X Cap: $5.40B
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Q: I would like to hear you opinion on Universal Forest Products and IBI Group. Thanks in advance.

Leo

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Read Answer Asked by Leo on August 11, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi 5i,
Please comment on the steep share price decline this morning. I see they reported Q2 Net Adjusted Earnings this morning.
Thanks for the great service!

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Read Answer Asked by Al on August 11, 2017

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.11)
  • $5.11 Cap: $1.28B
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Q: I am interested in taking a position in NWH.UN given its yield and apparent growth mode. Would you say the latest quarterly results reported yesterday were supportive of this idea?

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Read Answer Asked by Lloyd on August 11, 2017