Investment Q&A

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• InterRent Real Estate Investment Trust (IIP.UN $13.37)
  • $13.37 Cap: $1.86B
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• Pollard Banknote Limited (PBL $22.64)
  • $22.64 P/E (TTM): 17.15X Cap: $612M
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Q: Could you please give me your outlook on above mentioned companies.
Are they still buys today?

Thank you.
Albert

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Read Answer Asked by ALBERT on January 03, 2018

• LeoNovus Inc. (LTV $0.04)
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• HIVE Digital Technologies Ltd. (HIVE $8.43)
  • $8.43 P/E (TTM): 50.12X Cap: $2B
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Q: I have heard a lot of buzz about Block Chain technology recently and while it is a speculative technology, it appears to be building traction for use in commercial markets (i.e. B2B and/or B2C usage). What are your thoughts on this (aside from being a high risk investment) and who are some leading companies in this space (either CDN or US) that are focused on developing Block Chain technology/platforms?

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Read Answer Asked by cary on January 03, 2018

• StorageVault Canada Inc. (SVI $5.01)
  • $5.01 Cap: $1.82B
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Q: Please could I have your comments on the above company. Thanks.

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Read Answer Asked by jim on January 03, 2018

• Illinois Tool Works Inc. (ITW $245.75)
  • $245.75 P/E (TTM): 21.56X Cap: $71.63B
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Q: I am thinking about investing in ITW. Their portfolio includes hundreds of brands/companies. What is your outlook? Is this a defensive name to own?

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Read Answer Asked by Marco on January 03, 2018

• Rio Tinto Plc (RIO $70.54)
  • $70.54 P/E (TTM): 9.98X Cap: $88.46B
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Q: Happy New Year 5iResearch Team,
I took a position on RIO in early August 2017 and currently up about 23%. Just wondering if can recommend an exit strategy on RIO.
Cheers,

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Read Answer Asked by Harry on January 03, 2018

• IntelliPharmaCeutics International Inc. (IPCI $0.08)
  • $0.08 Cap: $2M
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Q: I have both the CDN and US version of this stock. Would it be a good time to get out as I am down over 50% or should I hang on for the promise that these stocks have?

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Read Answer Asked by Kevin on January 03, 2018

• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 92.2X Cap: $80.15B
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• Descartes Systems Group Inc. (The) (DSG $134.95)
  • $134.95 P/E (TTM): 56.98X Cap: $11.59B
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• Kinaxis Inc. (KXS $178.27)
  • $178.27 P/E (TTM): 147.91X Cap: $5.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 97.05X Cap: $314.60B
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Q: rather than BB what is your best bet in tech for 2018?

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Read Answer Asked by don on January 03, 2018

• Miscellaneous (MISC)
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Q: 5i special reports, is these reports about companies 5i follows and recommends?
As a member, would I use this report as potential stocks that meet investment criteria?
Recent new member here to 5i.

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Read Answer Asked by Barry on January 03, 2018

• Questor Technology Inc. (QST $0.51)
  • $0.51 Cap: $14M
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• Pulse Seismic Inc. (PSD $3.42)
  • $3.42 P/E (TTM): 7.83X Cap: $173M
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Q: Are you aware of Canadian companies providing NEW technology to the oil industry? If so, are there three companies that you might recommend?

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Read Answer Asked by Nadine on January 03, 2018

• Balmoral Resources Ltd. (BAR $0.80)
  • $0.80 Cap: $142M
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Q: I own the following shares and down 35%. What is the company outlook (they seem to have intercepted gold again recently and shares have been going up) and should I hang on to the shares or not in 2018 ?

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Read Answer Asked by Etienne on January 03, 2018

• International Paper Company (IP $48.87)
  • $48.87 Cap: $25.80B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.06)
  • $81.06 P/E (TTM): 17.11X Cap: $13.30B
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• Winpak Ltd. (WPK $44.07)
  • $44.07 P/E (TTM): 14.04X Cap: $2.67B
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Q: If we expect a trend towards more internet/online shopping (eg. Amazon), is there an investing opportunity in companies that provide packaging for this type of service? Personally, as I've used more online shopping, I've used Canada Post/UPS/FedEx significantly more, and I've been recycling a lot of cardboard boxes. Would CCL.B or WPK have any positive exposure to this type of trend? Any other companies that would?

Upvote 1

Read Answer Asked by Mike on January 03, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• High Liner Foods Incorporated (HLF $16.79)
  • $16.79 P/E (TTM): 7.49X Cap: $487M
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Q: I am going over our investments and am looking to put in a bit more zip by rearranging a few holdings in a well balanced portfolio of only stocks. In our RIFF I am considering removing 3% AW.UN and replacing with HLF. The dividends are similar and short term it looks like HLF is attracting some buying after tax loss selling and longer term corporate policy shift to efficiencies and developing more healthy products suggests a bit more potential capital gain for HLF. Please Comment on longer term risk for this change.

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Read Answer Asked by joe on January 03, 2018

• Treehouse Foods Inc. (THS $19.31)
  • $19.31 P/E (TTM): 53.64X Cap: $975M
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Q: Treehouse Foods Inc. (THS) - Your opinion ?
Thank you

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Read Answer Asked by Kamal on January 03, 2018

• Miscellaneous (MISC)
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Q: What can you tell me about this company and its prospects?
Thanks

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Read Answer Asked by Shirley on January 03, 2018

• Covalon Technologies Ltd. (COV $2.18)
  • $2.18 P/E (TTM): 27.25X Cap: $59M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Liminal BioSciences Inc. (LMNL)
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• Pioneering Technology Corp. (PTE $0.02)
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Q: Thank you for your kind answer to my earlier question suggesting PTE,AVO and GSY.
Any sub 5 dollar stocks, other than ECN/GUD? I bought ECN, again reading your Q&A section! GUD is above 5 bucks but bought it anyway as it was your top tax loss selling candidate.
Thanks in advance.

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Read Answer Asked by Savalai on January 03, 2018

• RIFCO Inc. (RFC $1.27)
  • $1.27 P/E (TTM): 5.24X Cap: $27M
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Q: Hi
Is it safe and worth holding Rifco? I have it in rrsp account.

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Read Answer Asked by Francois on January 03, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.66)
  • $13.66 P/E (TTM): 7.35X Cap: $1.05B
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Q: Generally one can find a yield of between 4% and 6% for preferred shares and junk bonds. I am leaning towards pref shares for the higher yielding portion of my portfolio. I realize bonds are higher in the order of liquidation but there seem to be a number of higher quality pref shares that yield close to junk bond yields.
1) Do you agree with my thesis?
2) What is the lowest credit rating would you would accept for bonds and pref shares?

Thank You

Paul

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Read Answer Asked by paul on January 03, 2018

• QUALCOMM Incorporated (QCOM $168.94)
  • $168.94 P/E (TTM): 16.32X Cap: $182.28B
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• Knowles Corporation (KN $24.00)
  • $24.00 P/E (TTM): 85.71X Cap: $2.06B
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Q: Dear 5i;
I believe that voice recognition for many PDA devices is going to be a big thing in the future . To that end microphone arrays will be an integral component (hardware ) to accomplish this . Can you provide me one or two names of manufacturers of said arrays ?
Thanks
Bill C

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Read Answer Asked by Bill on January 03, 2018

• SodaStream International Ltd. (SODA $143.68)
  • $143.68 Cap: $3.26B
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Q: Happy Holidays to everyone at 5i!!! What are your thoughts on Soda stream as a growth investment? Best wishes for a healthy and happy New Year! Cheers, Tamara

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Read Answer Asked by Tamara on January 03, 2018

• TransAlta Corporation (TA $24.16)
  • $24.16 Cap: $7.16B
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Q: I am considering the purchase of some Transalta preferred shares. Before making a move, I would first like to know whether Transalta has made any progress reducing the debt on their balance sheet in the past year. Your comments are appreciated!

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Read Answer Asked by Gregory on January 03, 2018