Investment Q&A

• Goldman Sachs Group Inc. (The) (GS $786.76)
  • $786.76 P/E (TTM): 17.19X Cap: $238.16B
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• JPMorgan Chase & Co. (JPM $308.90)
  • $308.90 P/E (TTM): 15.74X Cap: $849.39B
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• Wells Fargo & Company (WFC $81.41)
  • $81.41 P/E (TTM): 13.97X Cap: $260.79B
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Q: Given the attack by Trump on financial regulation in the US, do you think it is a good time to add companies like goldman sacs and wells fargo or perhaps Jpm to my portfolio. Thanks.

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Read Answer Asked by Shyam on February 03, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX $125.78)
  • $125.78 P/E (TTM): 12.26X Cap: $8.62B
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• Alaris Equity Partners Income Trust (AD.UN $19.30)
  • $19.30 P/E (TTM): 6.28X Cap: $876M
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Q: I own both AD and ONEX and would like to sell one. Which would you sell and why?

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Read Answer Asked by Carla on February 03, 2017

• Miscellaneous (MISC)
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Q: I know its just a short time into the new government in US, and we are so closely affected by US economy, I wonder if you can recommend sectors for buy sell or hold yet. Should I hold my cash for more tranparency?
Thanks

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Read Answer Asked by Randy on February 03, 2017

• Enbridge Inc. (ENB $67.58)
  • $67.58 P/E (TTM): 23.89X Cap: $147.39B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Hi Peter,
At the moments, would you buy ENB OR VNR for income and safety.
Thanks

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Read Answer Asked by RUPINDER on February 03, 2017

• Morguard North American Residential Real Estate Investment Trust (MRG.UN $18.57)
  • $18.57 P/E (TTM): 24.23X Cap: $977M
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Q: Multiunit apartments have gone up by more than 200% in last 2-3 years,do the reit that own apartments become a takeover target,if so which reits are takeover target or market value of the properties have no relation to share price?.

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Read Answer Asked by Nizar on February 03, 2017

• Miscellaneous (MISC)
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Q: How would you compare the 5i Model Balanced Portfolio to the BTSX portfolio as shown in the Moneysaver magazine, with regards to returns and diversification . Would you regard the BTSX portfolio as a more balanced portfolio or more of an income portfolio, or a mixture of both. Tnx

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Read Answer Asked by Jacques on February 03, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Hi Peter, I am 18% down on this name? Do you see any risk holding DHX for another 3 years? What is their average EPS growth projections? Can it be a takeover target by Disney? If market goes down, can we expect DHX to hold value as this is being non-cyclical stock?

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Read Answer Asked by Sridip on February 03, 2017

• Iron Bridge Resources Inc. (RMP)
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Q: Hi Peter, I am 78% down on RMP as i bought it in 2015. What do you think would be the natural gas outlook going forward 3 years? Should i just keep holding it for next 3 years? As there is not much risk on the balance sheet. can the stock go higher if even nautal gas prices does not go up? What is the analyst estimate on bloomberg? What is the future eps or cashflow growth prohection? Much appreciated!!

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Read Answer Asked by Sridip on February 03, 2017

• Terra Firma Capital Corporation (TII $7.25)
  • $7.25 P/E (TTM): 29.82X Cap: $40M
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Q: Hi, Could you please give me your opinion about this small company. It seems to making a bit of a come back after a bit of a scare last year with one of it's client's, and I am wondering if it is worth keeping.
Thanks

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Read Answer Asked by Greg on February 03, 2017

• Athabasca Oil Corporation (ATH $6.41)
  • $6.41 P/E (TTM): 7.25X Cap: $3.21B
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Q: Good morning 5i

with the recent closing of acquisition of Statoil. Do you think Athabasca as good buy at current price if not what would be a good entry point. Could I have your analysis on this? or do you have better names from growth potential?

thanks.

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Read Answer Asked by Palwinder on February 03, 2017

• Open Text Corporation (OTEX $51.88)
  • $51.88 P/E (TTM): 14.58X Cap: $13.19B
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Q: Good morning,
Is Open Text a buy at today's price?
Anything new to add?

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Read Answer Asked by Debbie on February 03, 2017

• AirBoss of America Corp. (BOS $5.05)
  • $5.05 Cap: $137M
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• Exco Technologies Limited (XTC $6.79)
  • $6.79 P/E (TTM): 11.03X Cap: $260M
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Q: Hi 5i, I hold BOS in a non-registered account and can claim a 40% loss. It seems to be recovering at the same rate as XTC. What is your opinion of replacing BOS with XTC at this time? Are these two comparable?
Thanks for your guidance.
Gary

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Read Answer Asked by Gary on February 03, 2017

• Gildan Activewear Inc. (GIL $75.66)
  • $75.66 P/E (TTM): 17.18X Cap: $11.29B
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Q: Gil is down over 5% this morning. I have a half position. Is this an opportunity to add more or should I sell? I sell a full position when my ACB declines more than 5%. Thank you.

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Read Answer Asked by Richard on February 03, 2017

• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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Q: I believe the main reason for the sudden drop in HWO over the past few days is that a stock advisory service, which had been recommending HWO as a buy for the last few years, suddenly issued a SELL recommendation, due to risk of lower oil prices and declining cash flows. The notice came out at 10:00 AM Pacific Time (1PM EST) on Wed, and the stock price dropped immediately on sudden large volume.

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Read Answer Asked by Ed on February 03, 2017

• iShares Russell 2000 Growth ETF (IWO $314.37)
  • $314.37 P/E (TTM): 45.65X Cap: $12.70B
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Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?

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Read Answer Asked by Carla on February 03, 2017

• Vanguard S&P 500 Index ETF (VFV $161.93)
  • $161.93 P/E (TTM): 82.03X Cap: $25.27B
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Q: My portfolio is mostly Canadian companies. I would like more U.S exposure. I think Canadian ETFs would be best for me. Are there any which would contain companies like Apple, Facebook or Amazon? Is there an economic area and ETF you think will outperform that could invest in?
Thank you.

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Read Answer Asked by Deborah on February 03, 2017

• CVS Health Corporation (CVS $73.46)
  • $73.46 P/E (TTM): 20.91X Cap: $95.09B
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Q: THIS SEEMS LIKE A SOLID BLUE CHIP U.S. COMPANY WITH A DECENT DIVIDEND AT A GOOD PRICE. YOUR THOUGHTS ON TRUMP AND OR AMAZON HURTING IT IN THE FUTURE. THANKYOU

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Read Answer Asked by John on February 03, 2017

• Tsakos Energy Navigation Ltd (TEN)
  • Cap: $671M
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Q: I purchased Tenneco in July 2016 when it passed the 5I-Scratch-Test, and am now up 39%, comprising 4% of my portfolio. Should I hang onto this one, and is the weighting still appropriate for a moderate risk taker? Earnings come out soon and wondering if they have telegraphed expectations. Thanks!

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Read Answer Asked by Sylvia on February 03, 2017

• Calfrac Well Services Ltd. (CFW $3.14)
  • $3.14 P/E (TTM): 31.4X Cap: $269M
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• Trican Well Service Ltd. (TCW $5.79)
  • $5.79 P/E (TTM): 10.61X Cap: $1.03B
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Q: Hi

Do you have any thoughs on CFW (Calfrac) and TCW (TriCan) service companies? Any thoughts on the Oil service sector in general.

thank you

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Read Answer Asked by Palwinder on February 03, 2017

• Franco-Nevada Corporation (FNV $280.77)
  • $280.77 P/E (TTM): 49.33X Cap: $54.10B
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• Wheaton Precious Metals Corp. (WPM $148.38)
  • $148.38 P/E (TTM): 61.33X Cap: $67.35B
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• Agnico Eagle Mines Limited (AEM $211.82)
  • $211.82 P/E (TTM): 31.5X Cap: $106.48B
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Q: Hello team,

What are your favourite names for gold exposure (producers or royalties) that offer the least amount of balance sheet and political risk.

Thanks

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Read Answer Asked by Jason on February 03, 2017