Investment Q&A

• Fortis Inc. (FTS $69.63)
  • $69.63 P/E (TTM): 20.54X Cap: $34.92B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.05)
  • $34.05 Cap: $22.41B
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• AltaGas Ltd. (ALA $41.57)
  • $41.57 P/E (TTM): 16.0X Cap: $12.43B
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Q: In a TFSA, 5+ year hold, if purchasing today, would you buy ALA, BEP.UN, or FTS.

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Read Answer Asked by Ian on January 27, 2017

• AltaGas Ltd. (ALA $41.57)
  • $41.57 P/E (TTM): 16.0X Cap: $12.43B
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Q: Hi peter
On ala you state the acquisition underpins the dividend increase .What do you mean by underpin?
Kind regards
Stan

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Read Answer Asked by Stan on January 27, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: PIH seems to be getting some traction. Volume is up as is price. Would you buy now or wait for quarterly release in early Feb?

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Read Answer Asked by James on January 26, 2017

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

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Read Answer Asked by Brad on January 26, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Hi 5i,
I have held for nyx for sometime. Very very frustrating. When do they report?
I'm thinking of selling it and moving into either itc or pho. What do you think. Thank you as always.

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Read Answer Asked by Debbie on January 26, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: I am down about 20-25% but willing to hang on. Should I?
Hold or sell.
Thanks

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Read Answer Asked by John on January 26, 2017

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
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Q: In your experience would you expect the shares of JPJ-LSE and ITX-T to trade in unison? I guess there is no way to determine how many choose the exchangeable option, my concern would be liquidity issues on the TSX and the size of the float. It looks like JPJ is up about 8% in the first couple of days on the LSE.

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Read Answer Asked by Marty on January 26, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.38)
  • $22.38 P/E (TTM): 18.76X Cap: $2.28B
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Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

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Read Answer Asked by rajeev on January 26, 2017

• Sylogist Ltd. (SYZ $9.05)
  • $9.05 Cap: $211M
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Q: Hi 5i, any insight into the huge spike in volume for Sylogist today? Huge volume and a 2 percent bump, should we take this as a good sign? Rob

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Read Answer Asked by Robert on January 26, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.38)
  • $22.38 P/E (TTM): 18.76X Cap: $2.28B
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Q: Hello 5i Team,
Is it too early to wonder if the "story" is changing since you last issued your opinion on the company in September 2016?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 26, 2017

• Silicon Motion Technology Corporation (SIMO $77.40)
  • $77.40 P/E (TTM): 28.32X Cap: $2.60B
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Q: Hi, SIMO is off about 30% from it's high and the short interest looks high. Are you aware of any particular concern with this company going forward? I'm down 10% and concerned if it breaks through $40 it could go much lower. Your thoughts are appreciated.
Thanks.

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Read Answer Asked by Mike on January 26, 2017

• Miscellaneous (MISC)
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Q: Good morning. Just a quick funny (not so funny?) thought in reply to Dave's question regarding the freshi IPO and your answer. It strikes me that it is a lot like trying to get concert tickets prior to the resellers getting them all and reselling them at an inflated price! I guess it's the world we mere mortals live in.

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Read Answer Asked by John on January 26, 2017

• ARC Resources Ltd. (ARX $27.30)
  • $27.30 P/E (TTM): 6.51X Cap: $15.97B
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Q: I would appreciate if you can provide pros and cons of ARC resources.

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Read Answer Asked by Harpinder on January 26, 2017

• ClearStream Energy Services Inc. (CSM)
  • P/E (TTM): -0.6X Cap: $4M
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Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!

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Read Answer Asked by Gregory on January 26, 2017

• NFI Group Inc. (NFI $19.15)
  • $19.15 Cap: $2.27B
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• Ag Growth International Inc. (AFN $42.62)
  • $42.62 Cap: $800M
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Q: Would you hesitate to recommend Nfi and Afn now that trump has said that he would impose tariffs on foreign goods?

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Read Answer Asked by michael on January 26, 2017

• Suncor Energy Inc. (SU $53.50)
  • $53.50 P/E (TTM): 11.47X Cap: $65.67B
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• Imperial Oil Limited (IMO $115.04)
  • $115.04 P/E (TTM): 12.66X Cap: $58.56B
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• Canadian Natural Resources Limited (CNQ $41.18)
  • $41.18 P/E (TTM): 11.54X Cap: $86.20B
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• Tourmaline Oil Corp. (TOU $58.15)
  • $58.15 P/E (TTM): 14.48X Cap: $21.78B
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• Vermilion Energy Inc. (VET $10.04)
  • $10.04 Cap: $1.55B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.89X Cap: $12.41B
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Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

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Read Answer Asked by Glenn on January 26, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $74.63)
  • $74.63 P/E (TTM): 43.8X Cap: $216M
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Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks

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Read Answer Asked by Ron on January 26, 2017

• Alamos Gold Inc. (AGI $35.78)
  • $35.78 P/E (TTM): 31.66X Cap: $15.04B
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Q: Could I please have your opinion of AGI and of their financing today. Would you consider it a buy? Thanks.

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Read Answer Asked by Bruce on January 26, 2017

• Methanex Corporation (MX $44.99)
  • $44.99 P/E (TTM): 9.63X Cap: $3.03B
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Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

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Read Answer Asked by Zach on January 26, 2017

• Dream Office Real Estate Investment Trust (D.UN $16.43)
  • $16.43 Cap: $306M
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Q: Do you have any information on who Dream is selling its properties to? What do you think of this move by them and what do you think of the company as a whole, primarily for stable income, with recent pipeline news? Thank-you again.

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Read Answer Asked by Alex on January 26, 2017