Investment Q&A

• Bonterra Energy Corp. (BNE $3.45)
  • $3.45 P/E (TTM): 70.8X Cap: $125M
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• Surge Energy Inc. (SGY $6.93)
  • $6.93 P/E (TTM): 15.54X Cap: $704M
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Cardinal Energy Ltd. (CJ $7.29)
  • $7.29 P/E (TTM): 13.53X Cap: $1.17B
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Q: your opinion please on these stocks as potential buys at this time.

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Read Answer Asked by stan on July 11, 2018

Q: In your opinion, what do you believe would be the impact on BAM.A stock under the following circumstances:

1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions

Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?

Thanks,

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Read Answer Asked by Craig on July 11, 2018

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Hi. What are your views regarding buying Twitter as part of a well-diversified portfolio? Thx

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Read Answer Asked by John on July 11, 2018

• Caldwell Partners International Inc. (The) (CWL $0.70)
  • $0.70 P/E (TTM): 35.0X Cap: $20M
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Q: What is your opinion on Caldwell Partners' fiscal Q3 results. They look very strong and so does the future outlook comments by Management. Very cheap small cap stock that pays a 7% dividend. Do you agree?

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Read Answer Asked by Charles on July 11, 2018

• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $92.33)
  • $92.33 P/E (TTM): 656.21X Cap: $27.26B
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Q: Is it a Buy at around $ 36 ?

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Read Answer Asked by Guenter on July 11, 2018

• Avalon Advanced Materials Inc. (AVL $0.05)
  • $0.05 Cap: $27M
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Q: Hi 5i Team, I'd appreciate your thoughts on Avalon Advanced Materials. I might have thought that trade war concerns with China would increase interest in this stock as a supply of rare earth metals outside China. But the price has been falling of late. Is there something else weighing on it? Many thanks

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Read Answer Asked by Jeff on July 11, 2018

Q: Since writing covered calls and cash-secured uncovered puts has the same risk/reward profile why is only covered call writing permitted in registered accounts? Is that a government regulation or an individual bank decision?

Thank you.

Milan

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Read Answer Asked by Milan on July 11, 2018

• Vermilion Energy Inc. (VET $10.37)
  • $10.37 Cap: $1.62B
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• Parex Resources Inc. (PXT $17.30)
  • $17.30 P/E (TTM): 9.88X Cap: $1.68B
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• Whitecap Resources Inc. (WCP $10.34)
  • $10.34 P/E (TTM): 7.15X Cap: $12.83B
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Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?

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Read Answer Asked by Kelly on July 11, 2018

• Westshore Terminals Investment Corporation (WTE $25.74)
  • $25.74 P/E (TTM): 15.44X Cap: $1.58B
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Q: Jimmy Pattison has a large position but I don't see a catalyst...anything worthwhile here? Thanks.

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Read Answer Asked by Michael on July 11, 2018

• Bank of Nova Scotia (The) (BNS $85.77)
  • $85.77 P/E (TTM): 17.85X Cap: $106.83B
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• Bank of Montreal (BMO $166.19)
  • $166.19 P/E (TTM): 14.56X Cap: $118.44B
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Q: Hi Peter,
I am thinking of switching from BMO TO BNS as BNS is the worst performing bank this year. BMO is in my TFSA so there are no tax implications. Also my fees are very low so this is not a factor. I feel that I will get more growth from this switch. What is your opinion?
Jane

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Read Answer Asked by Jane on July 11, 2018

• iShares Canadian Financial Monthly Income ETF (FIE $9.01)
  • $9.01 P/E (TTM): 17.77X Cap: $1.16B
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• iShares Diversified Monthly Income ETF (XTR $11.52)
  • $11.52 P/E (TTM): 9.16X Cap: $359M
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Q: I am developing an income portfolio which will fund our retirement as we have minimal pension income. We are looking for monthly income that is relatively stable. We have a number of the big Cdn banks and Utilities owned in this portfolio. Which of the 2 monthly income funds would you prefer?
Thanks

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Read Answer Asked by Nancy on July 11, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: I have been holding this stock for sometime and am wondering if it is worthwhile adding to this or should I sell as the stock seems to be down from it's high.
Thanks for your help

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Read Answer Asked by Hanna on July 11, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $57.63)
  • $57.63 P/E (TTM): 25.75X Cap: $1.98B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.09)
  • $5.09 P/E (TTM): 22.35X Cap: $221M
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Q: I have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy

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Read Answer Asked by Roy on July 11, 2018

• Dollarama Inc. (DOL $187.26)
  • $187.26 P/E (TTM): 42.25X Cap: $51.30B
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• BRP Inc. Subordinate Voting Shares (DOO $86.43)
  • $86.43 Cap: $5.77B
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Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

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Read Answer Asked by LARRY on July 11, 2018

• Crown Castle Inc. (CCI $99.14)
  • $99.14 Cap: $43.17B
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• Keysight Technologies Inc. (KEYS $163.43)
  • $163.43 P/E (TTM): 39.0X Cap: $28.12B
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Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad

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Read Answer Asked by Brad on July 11, 2018

• Savaria Corporation (SIS $20.83)
  • $20.83 P/E (TTM): 27.1X Cap: $1.48B
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Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

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Read Answer Asked by Michael on July 10, 2018

• AnalytixInsight Inc. (ALY $0.04)
  • $0.04 Cap: $4M
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Q: Could you please give me an update on this company. Thanks

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Read Answer Asked by Mildred on July 10, 2018

• Theratechnologies Inc. (TH $4.45)
  • $4.45 Cap: $205M
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Q: Hi 5I
Any comments on the recent downturn on TH. Earnings seemed OK.
Thanks Bob

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Read Answer Asked by Robert on July 10, 2018

• Stella-Jones Inc. (SJ $78.22)
  • $78.22 P/E (TTM): 12.94X Cap: $4.26B
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• Western Forest Products Inc. (WEF $12.54)
  • $12.54 Cap: $132M
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Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

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Read Answer Asked by Andrew on July 10, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: Prometic is up 12% today on high volume. It has been such a sleepy hollow stock that it is a bit of a hock to see it moving. Are you aware of any news on this company?

Thanks, Peter

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Read Answer Asked by Peter on July 10, 2018