Investment Q&A

• Linamar Corporation (LNR $71.68)
  • $71.68 P/E (TTM): 20.64X Cap: $4.30B
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• Martinrea International Inc. (MRE $9.28)
  • $9.28 Cap: $680M
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• Magna International Inc. (MG $61.49)
  • $61.49 P/E (TTM): 10.5X Cap: $17.32B
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Q: Hi, why are the auto parts companies trading at what seem to be very cheap valuation? and which one would you prefer?
Thanks.

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Read Answer Asked by Andie on May 04, 2016

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: Good Morning
Can you please comment on the possible impact of today's raging fires arount Fort McMurray on the nvu.un?
I know NVU.un has 24,000 units across Canada. How many are there at Fort McMurray?
Can you also comment on the stock itself going forward?
Thank you

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Read Answer Asked by Terry on May 04, 2016

• Baytex Energy Corp. (BTE $2.81)
  • $2.81 P/E (TTM): 5.81X Cap: $2.09B
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Q: Is the current 10% pull back a good opportunity to buy BTE?
I will also appreciate your comments on the results announced recently about BTE.
Thank you for your advice and insight

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Read Answer Asked by Terry on May 04, 2016

• Cipher Pharmaceuticals Inc. (CPH $15.26)
  • $15.26 P/E (TTM): 28.76X Cap: $387M
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Q: WHAT IS YOUR VIEW ABOUT THIS CO. GOING FORWARD.

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Read Answer Asked by Vinod on May 04, 2016

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: I am looking at adding an energy name. I already own whitecap.
Out of these four names ( Spartan Energy, Crescent Point, Cardinal Energy, Raging River) What order would you rate them for safety and return.

Thanks

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Read Answer Asked by Theresa on May 03, 2016

• Apple Inc. (AAPL $224.90)
  • $224.90 P/E (TTM): 34.99X Cap: $3.35T
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Q: Hello Peter and Team
Some success in writing covered calls on US stocks in you last article. What would be your advice if the stock price drops significantly below the original buy price after the option expires. AAPL down over 10% last week.
Would you still consider writing a call option at a strike price well below your original cost?
Would it be a better strategy to stick to less volatile companies?
Thanks for the advice
Peter

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Read Answer Asked by Linda on May 03, 2016

• LinkedIn Corporation Class A (LNKD $195.96)
  • $195.96 Cap: $26.56B
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Q: Hello Peter and team
This US stock has considerable premiums for covered calls.
Would I be worried since it had a large pull back in February?
Your advice on this appreciated?

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Read Answer Asked by Linda on May 03, 2016

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: May I have your comments on AW.UN's Q1 results. Thanks.

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Read Answer Asked by Brian on May 03, 2016

• Bank of Nova Scotia (The) (BNS $78.70)
  • $78.70 P/E (TTM): 16.47X Cap: $98.03B
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Q: Can you comment on BNS and the large short position that is currently out there, as well as the $375-million pre-tax restructuring charge announced on Monday? How do you feel the stock will perform in short term. I would like to take a position in it but am wondering when to do it.

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Read Answer Asked by Ben on May 03, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Feel free to disregard this question if its not the type of thing you're looking to get into.

Do you have any thoughts on Marc Cohodes? Raises red flags for me when I see a guy based in the US but specializing in shorting the (much smaller) Canadian market. Does he have a good reputation in financial circles?

Any thoughts on his recent interview on BNN? To me, it looked like if he was given 2 more minutes of air time his answers would have devolved to include a zombie apocalypse scenario.

Thanks again for your opinions.

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Read Answer Asked by john on May 03, 2016

• goeasy Ltd. (GSY $204.60)
  • $204.60 P/E (TTM): 12.3X Cap: $3.27B
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Q: What are your thoughts on the goeasy earnings report? Is today's sell off more market sentiment related or more related to the details of the earnings report?

Thanks,

John

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Read Answer Asked by john on May 03, 2016

• Bank of Nova Scotia (The) (BNS $78.70)
  • $78.70 P/E (TTM): 16.47X Cap: $98.03B
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• Sun Life Financial Inc. (SLF $81.67)
  • $81.67 P/E (TTM): 14.79X Cap: $46.18B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.58)
  • $6.58 P/E (TTM): 21.9X Cap: $701M
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Q: Hi Team ... I am up nicely on BNS and will be selling some in order to maintain a proper weighting within my portfolio. I'd like to redeploy the proceeds within the sector and am looking for a company offering a nice yield as well as good growth potential. I'm leaning towards Fiera Capital (FSZ) and would appreciate your thoughts. Also, any other candidates I could be considering?

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Read Answer Asked by Richard on May 03, 2016

• Black Diamond Group Limited (BDI $11.37)
  • $11.37 P/E (TTM): 23.79X Cap: $749M
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Q: Hi Peter,

Could you provide your insights on the latest earning results. Do you see things improving?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on May 03, 2016

• Lingo Media Corporation (LM)
  • P/E (TTM): 5.0X Cap: $3M
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Q: Hello, I had a position in Lingo Media, and sold them just after Q4 financials were released. The stock has fallen since and I am just wondering your take on the company moving forward. I did not like the precipitous fall in online revenues in Q4 (which was not explained by management), but annual numbers looked good.

Thanks

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Read Answer Asked by Scott on May 03, 2016

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: Dear Peter and 5i research team:
Thank you for the advise on Royal Nickel. I sold my Initial investment In Royal Nickel and am sitting risk free thanks to you and your team. I would like to ask you for 3 small cap penny stocks you would think may run?
Thanks for you and your team saving me allot of heart ache. And for your time and courtesy in sending me such well thought out, well written advise.
Hugh in Calgary

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Read Answer Asked by Hugh on May 03, 2016

• Quorum Information Technologies Inc. (QIS $0.69)
  • $0.69 P/E (TTM): 34.5X Cap: $51M
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Q: I would appreciate your opinion on their Q4 results and their outlook. Thanks.

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Read Answer Asked by Anthony on May 03, 2016

• Global Water Resources Inc. (GWR $17.84)
  • $17.84 P/E (TTM): 44.41X Cap: $490M
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Q: Hi gang. I read an article in Money Saver by Matt McCall. He mentioned water utilities in the US as being a safe haven investment during a pullback. May I have your take on Conneticut Water Service (CTWS) small cap? Or any other suggestions in "water"???? Thank you

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Read Answer Asked by El-ann on May 03, 2016

• Gildan Activewear Inc. (GIL $75.39)
  • $75.39 P/E (TTM): 18.14X Cap: $11.31B
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Q: I would like your thoughts on $GIL, Gildan Activewear. I currently have a very small position and I'm planing on increasing it to around 2% of my Portfolio.

Thanks Valter.

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Read Answer Asked by Valter on May 03, 2016

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $190M
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• Premium Brands Holdings Corporation (PBH $95.58)
  • $95.58 P/E (TTM): 45.83X Cap: $4.26B
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• McCoy Global Inc. (MCB $3.41)
  • $3.41 P/E (TTM): 10.3X Cap: $88M
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Q: What is your opinion of MCB at its current share price.? Are there better values out there? If so could you name some regardless of sector and assuming a diversified portfolio.

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Read Answer Asked by Robert on May 03, 2016

• Gibson Energy Inc. (GEI $25.74)
  • $25.74 P/E (TTM): 26.47X Cap: $4.23B
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• Russel Metals Inc. (RUS $41.10)
  • $41.10 P/E (TTM): 14.4X Cap: $2.28B
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Q: Am considering purchasing one of these companies. Russel RUS and Gibson GEI. Which do you think has more potential and why? I believe both have a similar dividend about 7 %. Thanks for your expert advices do opinion. Jack

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Read Answer Asked by John on May 03, 2016