Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Methanex Corporation (MX $46.19)
  • $46.19 P/E (TTM): 11.2X Cap: $3.12B
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• Open Text Corporation (OTEX $39.94)
  • $39.94 P/E (TTM): 11.68X Cap: $10.49B
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• goeasy Ltd. (GSY $187.32)
  • $187.32 P/E (TTM): 11.92X Cap: $3.07B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.19)
  • $21.19 P/E (TTM): 15.51X Cap: $2.21B
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Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex

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Read Answer Asked by Alex on July 20, 2017

• S&P/TSX Composite Index (TSX $27,570.08)
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Q: In my portfolio, small cap and technology has weakened in the last two months, yet l see indexs making new highs, at least in the US, where are the gains; sectors?

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Read Answer Asked by Leo on July 20, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: July 19, 2017 ? asked by Darcy:

The answer indicated most selling was on the bid. How is this info calculated and where is it available?

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Read Answer Asked by Russ on July 20, 2017

• Omega Healthcare Investors Inc. (OHI $40.27)
  • $40.27 P/E (TTM): 24.82X Cap: $11.80B
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Q: Please may I have your opinion of this company for a long term hold , thanks
Rick

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Read Answer Asked by Richard on July 20, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: FRII continues to drop. Would you be a buyer at these levels or wait until there is some upwards momentum? When does it next report and what do you expect from the company?

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Read Answer Asked on July 20, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: I am retired and living on dividend income. 80% of my funds are in my income portfolio, which is focused on dividends and yield (approx. 20 stocks) and meet my income needs.
So I am considering investing the remaining 20% of my funds in your balanced portfolio for more capital appreciation. How would you recommend I go about this? If I also mirror your balanced portfolio, I would have 40+ stocks in my portfolio.
Would you therefore recommend 5 stocks that look most attractive at current valuations and invest equally in each?

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Read Answer Asked by Curtis on July 20, 2017

• Whirlpool Corporation (WHR $82.84)
  • $82.84 Cap: $4.72B
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Q: Good afternoon,

A positive piece in Barron's postulated that this stock may have significant upside. What do you think of whirlpool? Do you see significant growth? Also, would you be a buyer at these levels ? Or do you see better opportunities in industrials, and oh so, can you make a few suggestions.

Thank you

Karim

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Read Answer Asked by Karim on July 20, 2017

• CSX Corporation (CSX $35.85)
  • $35.85 P/E (TTM): 21.21X Cap: $66.46B
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Q: What was the problem with CSX earnings?

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Read Answer Asked by Christopher on July 20, 2017

• Assure Holdings Corp. (IOM $5.40)
  • $5.40 Cap: $29M
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Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

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Read Answer Asked by Scott on July 20, 2017

• Miscellaneous (MISC)
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Q: I would like to ask for your opinion and comment on my investment approach with reference to hedged to CAD or un-hedged versions of ETF's available from Canadian issuers. My approach has been the following:
- keep US equity ETF un-hedged;
- keep developed and emerging international equity ETF's hedged to CAD;
- keep US bond ETF's hedged to CAD.
I am aware that this approach was not too benefitial during the past month or two, and I am starting to have second thoughts, but I figure I better ask for a second opinion from a pro before I make any changes. This is where you guys step in...
Thank you.

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Read Answer Asked by Rudolf on July 20, 2017

• BCE Inc. (BCE $31.95)
  • $31.95 P/E (TTM): 77.45X Cap: $29.91B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.95)
  • $45.95 P/E (TTM): 17.17X Cap: $24.78B
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• TELUS Corporation (T $21.93)
  • $21.93 P/E (TTM): 27.27X Cap: $32.94B
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Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken

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Read Answer Asked by Ken on July 20, 2017

• H&R Real Estate Investment Trust (HR.UN $11.52)
  • $11.52 Cap: $3.19B
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Q: I would like to know your opinion about the effect of interest rate increase on HR.UN.

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Read Answer Asked by Stephane on July 20, 2017

• High Liner Foods Incorporated (HLF $16.98)
  • $16.98 P/E (TTM): 6.55X Cap: $483M
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• Mandalay Resources Corporation (MND $5.33)
  • $5.33 P/E (TTM): 6.03X Cap: $479M
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Q: Both companies are at a low.
What is your take on them?Does mnd has a chance of survival and what about the dividend?
Also HLF ,would you take a position?

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Read Answer Asked by Josh on July 20, 2017

• Cineplex Inc. (CGX $10.43)
  • $10.43 Cap: $674M
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• Magna International Inc. (MG $57.71)
  • $57.71 P/E (TTM): 10.41X Cap: $16.48B
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Q: I am currently holding Cineplex. Thinking of selling and replacing with Magna. Would this be advisable.
Thanks for great service.

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Read Answer Asked by Lynda on July 20, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
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Q: I am down 18% on AYA & 25% on CBL.
Can I get your opinion on these 2 companies and if I should hold or sell.

Thank You
Craig

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Read Answer Asked by Craig on July 20, 2017

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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Q: Have a position in Novo Resources Corp. and would like to know your break down of this company near and long term.

Thank-you

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Read Answer Asked by Alex on July 20, 2017

• Parkland Corporation (PKI $38.46)
  • $38.46 P/E (TTM): 34.62X Cap: $6.82B
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• Alimentation Couche-Tard Inc. (ATD $70.92)
  • $70.92 P/E (TTM): 18.84X Cap: $67.34B
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Q: Which is a better buy ?

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Read Answer Asked by Kamal on July 20, 2017

• Miscellaneous (MISC)
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Q: How much faith should one put into Recognia valuation charting? Is there any evidence that any of their predictions bear out?
Can you explain how they come up with their projections?
Guy R.

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Read Answer Asked by Guy R. on July 20, 2017

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Hi Team,

Could you please give me an opinion on Katanga Mining, for a 5 year hold of 1%, given that cobalt is required to produce electric vehicle batteries. Could you suggest another similar cobalt miner?

Thanks for all you do!

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Read Answer Asked by Susan on July 20, 2017

• Sun Life Financial Inc. (SLF $84.26)
  • $84.26 P/E (TTM): 15.23X Cap: $47.58B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,390.94)
  • $2,390.94 P/E (TTM): 10.02X Cap: $52.19B
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Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?

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Read Answer Asked by Greg on July 19, 2017