Investment Q&A

• Peyto Exploration & Development Corp. (PEY $19.20)
  • $19.20 P/E (TTM): 12.97X Cap: $3.82B
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Q: What are thoughts of Peyto at this time? Is it bit of a value trap or would this be a good long term hold?

Obviously the momentum is negative, but I often find the moves more extreme than reality and can be opportunities.

Cheers.

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Read Answer Asked by Colin on February 05, 2018

• Bank of America Corporation (BAC $45.66)
  • $45.66 P/E (TTM): 13.63X Cap: $338.20B
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• KeyCorp (KEY $17.65)
  • $17.65 Cap: $19.34B
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Q: Would you assume greater upside potential for Keycorp or bank of America at these levels?

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Read Answer Asked by Vicki L on February 05, 2018

• Alphabet Inc. (GOOG $189.95)
  • $189.95 P/E (TTM): 21.2X Cap: $2.29T
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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Q: I want to add one of these two names to my portfolio for a five year time frame. Which of these two securities would you recommend and why? Thank You

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Read Answer Asked by Brian on February 05, 2018

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Canfor Corporation (CFP $13.49)
  • $13.49 Cap: $1.59B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Interfor Corporation (IFP $12.42)
  • $12.42 Cap: $639M
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• Western Forest Products Inc. (WEF $13.19)
  • $13.19 Cap: $139M
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• Cascades Inc. (CAS $9.00)
  • $9.00 Cap: $910M
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Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.

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Read Answer Asked by Victor on February 05, 2018

• TECSYS Inc. (TCS $37.98)
  • $37.98 P/E (TTM): 211.0X Cap: $559M
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Q: Hi Peter, can you give an update on Tecsys. It has done well recently, but may be overpriced. What is the outlook for the next year or two. Thanks, Gerry

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Read Answer Asked by Gerry on February 05, 2018

• Bonterra Energy Corp. (BNE $3.63)
  • $3.63 P/E (TTM): 72.6X Cap: $135M
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Q: I'd like your view on Bonterra energy to see if it has changed do to the fact the WTI has improved dramatically. I believe Mr Fink the ceo was very positive the last time he spoke on BNN. Could you tell me the type of oil they produce and what would be the price of that type of oil be today.
Thank you
Hubert

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Read Answer Asked by Hubert on February 05, 2018

• StorageVault Canada Inc. (SVI $4.66)
  • $4.66 Cap: $1.70B
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• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: I currently hold hold the 3 stocks and would like to combine them into one. Which one of the three has the best outlook longer term (4-5 years).

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Read Answer Asked by Scott on February 05, 2018

• Miscellaneous (MISC)
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Q: I have been administering a 7 figure + portfolio for a good friend. At Christmas he asked me to liquidate $1M as he was feeling nervous. Given the events of last week it may have been a prescient call! In any case I am charged with finding a good short term home for the money and thus have been delving deeper into the fixed income world. There I have encountered "Bankers Acceptances." May I have your views?

Kim

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Read Answer Asked by Kim on February 05, 2018

• Vanguard Information Technology ETF (VGT $674.40)
  • $674.40 P/E (TTM): 82.62X Cap: $83.78B
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Q: Hi 5I,
Would like to find a technology etf for a long term hold that includes the likes of Apple, Amazon, Shopify, Google. and so on. What would you suggest?
Earl

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Read Answer Asked by earl on February 05, 2018

• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $43.00)
  • $43.00 P/E (TTM): 5.5X Cap: $124M
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Q: I currently own BMO Asian Growth and Income GGF734 and wonder what are your thoughts of selling this fund and buying VA instead?
Thanks

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Read Answer Asked on February 05, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: When will Photon release next quarterly report?

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Read Answer Asked by Ronald on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.38B
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Q: I note you think the offer for AVO is modest but the text I have suggests the deal has been done. So is this the case or is there the potential for another higher offer? I also note that the volume of shares sold so far is quite light which might indicate most people think there could be another offer or that the price is low?

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Read Answer Asked by Mike on February 02, 2018

• Miscellaneous (MISC)
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Q: In response to Donald, it appears ok to pay RRSP fees outside the RRSP as of right now. However, the CRA is currently reviewing this rule and says that may no longer be the case as of January 1, 2019. A Google search of "rrsp fees paid outside rrsp" will bring up many discussions on this topic.

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Read Answer Asked by Christopher on February 02, 2018

• Saputo Inc. (SAP $28.55)
  • $28.55 Cap: $12.11B
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Q: Hello
Can you comment on Saputo earnings?

Thank you
Stephane

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Read Answer Asked by Stephane on February 02, 2018

• GoldMoney Inc. (XAU $8.62)
  • $8.62 Cap: $111M
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Q: Good Morning team,
How do you interpret this quarters financial results?Andrew

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Read Answer Asked by ANDREW on February 02, 2018

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: Here is a quote that may help those of us who are getting impatient with Knight Therapeutics:
"It takes character to sit with all that cash and to do nothing. I didn’t get
to where I am by going after mediocre opportunities.” – Charlie Munger

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Read Answer Asked by David on February 02, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.38B
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Q: I have a question about Avigilon:
Do you think the Motorola buyout of AVO is fair to shareholders? Would you sell your shares now or just wait for more info, a competing bid, or for the deal to go through?

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Read Answer Asked by Alfred on February 02, 2018

• Miscellaneous (MISC)
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Q: Financial planners management fees of 1% are taken within my TFSA, RRIF accounts. This diminishes the balance in these accounts. Is it possible to have them paid outside of the TFSA and RRIF?

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Read Answer Asked by Donald on February 02, 2018

• Fluor Corporation (FLR $41.42)
  • $41.42 P/E (TTM): 3.93X Cap: $6.82B
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• KBR Inc. (KBR $46.49)
  • $46.49 P/E (TTM): 15.6X Cap: $5.90B
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Q: Could you please provide US names similar to wsp and stn, or other companies to benefit from infrastructure expansion in the US? Many thanks, great service!

Rob

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Read Answer Asked by Rob on February 02, 2018

• Rogers Sugar Inc. (RSI $5.64)
  • $5.64 P/E (TTM): 12.82X Cap: $722M
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Q: Hi 5i Team,
Can you please comment on Rogers Sugar's earnings release today? There are so many adjustments to their numbers that I find it difficult to gauge how good a quarter it was. I hold this stock primarily for income. Can you please comment on the safety/ability to grow the dividend, and free cash flow trend over the past few quarters?
Many thanks,
Brian

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Read Answer Asked by Brian on February 02, 2018