Investment Q&A

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Q: Dear Peter

On October 17th.I cash out all my power balanced portfolio (13 stocks total 400 k.) to avoid stock crash if Trump wins US election.
Now US election is over ,Trump won and stock market did not crush on contrary it looks like stock is going up and up.

Because I want to replace my previously sold portfolio positions please tell me if you would do it now or would you wait for another month or two to buy previously sold portfolio positions.

I was happy with my portfolio which was pretty close to 5i Balance Portfolio and I'm not planning to change any thing in it.

AndrewB.

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Read Answer Asked by Andrzej on November 11, 2016

• Peyto Exploration & Development Corp. (PEY $18.67)
  • $18.67 P/E (TTM): 11.52X Cap: $3.72B
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Q: Please comment on PEY's & PPY's earnings release and future guidance.


FJ

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Read Answer Asked by Febin on November 11, 2016

• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
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Q: Please share your thoughts on GXO's earning release and future guidance.

FJ

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Read Answer Asked by Febin on November 11, 2016

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Can I have your thoughts on FCR. Results looked good to me but is trading down today.
Thanks John

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Read Answer Asked by John on November 10, 2016

• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
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Q: Hi 5i Team,

Can you provide your thoughts on the latest quarterly results? The stock is up 10% today, some of which is likely due to the increasing 10 year bond yield.

Thanks,
Angelo

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Read Answer Asked by Angelo on November 10, 2016

• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
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Q: Would you endorse entering a full position in BNS right now? Do you see a risk considering the recent run up in financials?

Thx

KR

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Read Answer Asked by Karim on November 10, 2016

• Mirasol Resources Ltd. (MRZ $0.37)
  • $0.37 Cap: $30M
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Q: Mirasol Resources had a huge price drop today from $2.41 to $1.40 and then closing at $1.98 substantially down from the previous close. Yet I can't find any news to cause this. Just wondering if you can find anything that would cause this large one day movement. Also would you be able to provide your latest assessment of this company. I realize this is not within your regular sphere of companies you cover but any information would be greatly appreciated. Thank you.

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Read Answer Asked by Rob on November 10, 2016

• BCE Inc. (BCE $35.67)
  • $35.67 P/E (TTM): 77.04X Cap: $33.26B
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• TELUS Corporation (T $22.92)
  • $22.92 P/E (TTM): 35.53X Cap: $35.05B
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• Fortis Inc. (FTS $70.53)
  • $70.53 P/E (TTM): 20.54X Cap: $35.08B
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• Emera Incorporated (EMA $66.48)
  • $66.48 P/E (TTM): 22.39X Cap: $19.89B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.89)
  • $26.89 P/E (TTM): 16.71X Cap: $4.80B
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Q: Hi Peter,
Reits, Telecoms and Utilities have not been participating in the market rallies for a while now. Just wondering when you think that the yields on these types of stocks will start to hold up the stock prices. (a few of mine are starting to get come nice yields on them now.

Thank you,
Charlie

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Read Answer Asked by CHARLES LA on November 10, 2016

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Good Morning 5i Team, what is your opinion of zcl? I am thinking of buying just one stock, either zcl or sis. Thank you When are their earnings due?

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Read Answer Asked by Catherine on November 10, 2016

• Birchcliff Energy Ltd. (BIR $6.07)
  • $6.07 P/E (TTM): 22.11X Cap: $1.64B
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Q: Curious to know your thoughts about Birchcliff Energy's earnings and implementation of a dividend. Their projections seem very realistic and attractive.

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Read Answer Asked by Cory on November 10, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,367.48)
  • $2,367.48 P/E (TTM): 8.52X Cap: $51.36B
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• iShares India Index ETF (XID $55.62)
  • $55.62 P/E (TTM): 0.02X Cap: $148M
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Q: I'm considering an investment in India. What do you think about a long-term (5+ years) in that country? Capital gains are my primary interest. How should I invest there - Fairfax India (FTD.UN), Excel India Growth & Income Fund, INDY or XID? Do you have other suggestions for that market?

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Read Answer Asked by George on November 10, 2016

• Maple Leaf Foods Inc. (MFI $35.23)
  • $35.23 P/E (TTM): 24.73X Cap: $4.37B
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Q: Hi just noticed a big drop in Maple Leaf Foods today
Not able to find an exact reason . Are you able to add any colour?
Is it Trump related ?

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Read Answer Asked by David on November 10, 2016

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Your opinion on the earnings please.

Sheldon

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Read Answer Asked by Sheldon on November 10, 2016

• Keyera Corp. (KEY $45.09)
  • $45.09 P/E (TTM): 18.45X Cap: $10.03B
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Q: Hi 5i Team,
Can you please comment on Keyera's latest quarterly results? The stock appears to be drifting lower in recent trading. Is there anything to be concerned about?

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Read Answer Asked by Brian on November 10, 2016

• DaVita Inc. (DVA $137.42)
  • $137.42 P/E (TTM): 13.21X Cap: $9.77B
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Q: Can you please give me your thoughts on DVA? Would it be a good investment at this price? Thanks.

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Read Answer Asked by Ann on November 10, 2016

• Hydro One Limited (H $50.93)
  • $50.93 P/E (TTM): 24.35X Cap: $30.54B
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Q: I'd appreciate your thoughts on the recent performance of Hydro One, how it stacks up against other utilities, and whether a Trump admin might somehow affect its prospects going forward. Thanks very much.

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Read Answer Asked by Brian on November 10, 2016

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $2M
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Q: Could you comment on agt earnings thanks so much for your service Kim

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Read Answer Asked by Kim on November 10, 2016

• High Liner Foods Incorporated (HLF $16.30)
  • $16.30 P/E (TTM): 6.23X Cap: $473M
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: After the latest earnings reports, which would you prefer?
Thanks for all your great advice!

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Read Answer Asked by John on November 10, 2016

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Clearwater is down quite a bit today, they are supposed to report but I dont see any results yet. What are your thoughts on this stock?
Thanks

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Read Answer Asked by Amy on November 10, 2016

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: After reporting CLR is dropping. What is causing this fall and do you believe CLR is a buy today?

Thanks

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Read Answer Asked by Bryan on November 10, 2016