Investment Q&A

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO
• WSP Global Inc. (WSP $284.69)
  • $284.69 P/E (TTM): 51.42X Cap: $37.23B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• BRP Inc. Subordinate Voting Shares (DOO $70.00)
  • $70.00 Cap: $5.12B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Magna International Inc. (MG $57.41)
  • $57.41 P/E (TTM): 10.41X Cap: $16.48B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Exco Technologies Limited (XTC $6.64)
  • $6.64 P/E (TTM): 9.64X Cap: $254M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC
• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
  • View BCI Profile
  • View Questions on BCI
  • View Reports on BCI
• Premier American Uranium Inc. (PUR $1.13)
  • $1.13 Cap: $40M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR
• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
  • View ZZZ Profile
  • View Questions on ZZZ

Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.

Upvote 0

Read Answer Asked by Francois on August 02, 2017

• Franco-Nevada Corporation (FNV $235.55)
  • $235.55 P/E (TTM): 50.87X Cap: $45.39B
  • View FNV Profile
  • View Questions on FNV
• OR Royalties Inc. (OR $39.35)
  • $39.35 P/E (TTM): 227.99X Cap: $7.60B
  • View OR Profile
  • View Questions on OR
• Agnico Eagle Mines Limited (AEM $185.37)
  • $185.37 P/E (TTM): 21.45X Cap: $93.21B
  • View AEM Profile
  • View Questions on AEM
• Richmont Mines Inc. (RIC $11.72)
  • $11.72 P/E (TTM): 40.4X
  • View RIC Profile
  • View Questions on RIC
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi

Upvote 0

Read Answer Asked by JOSEPH on August 02, 2017

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
  • View ZEN Profile
  • View Questions on ZEN

Q: Could you give me your opinion on Zendesk (ZEN). How would it compare to Shopify? Thanks, Mark

Upvote 0

Read Answer Asked by Mark on August 02, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.90)
  • $42.90 P/E (TTM): 522.13X Cap: $28.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hi Peter, the Brookfield companies have all been going down lately. Is this primarily because of currency impacts?

Upvote 0

Read Answer Asked by Randip on August 02, 2017

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: What is your opinion on BPY.Un please? Hold or sell?

Appreciate your comment.
Thank you
Albert

Upvote 0

Read Answer Asked by ALBERT on August 02, 2017

• CSX Corporation (CSX $35.60)
  • $35.60 P/E (TTM): 21.21X Cap: $66.46B
  • View CSX Profile
  • View Questions on CSX

Q: Can I have your opinion on the share price decrease for CSX over the last month. It appears there is a lot of employee pushback to the changes as well as dissatisfied customers. Has the shine come off of Hunter Harrison?

Upvote 0

Read Answer Asked by Valdis on August 02, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Could you please suggest 4 names to be held in a TFSA, willing to take a medium to high risk, I would not want any names from the balanced equity portfolio.

Upvote 0

Read Answer Asked by Peter on August 02, 2017

• Gibson Energy Inc. (GEI $25.17)
  • $25.17 P/E (TTM): 25.92X Cap: $4.09B
  • View GEI Profile
  • View Questions on GEI

Q: Q2 earnings out, is it good to buy now. I see Ryan is on BNN market call early Wednesday.
Regards AEO

Upvote 0

Read Answer Asked by Alan on August 02, 2017

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hi guys, I'm looking to deploy new cash and add 2-3 stocks to a starter portfolio that is split between RRSP and TFSA, long term hold. Current port holds, SHOP,KXS,PBH,TOY,NFI,GUD,CCL.B, and (CRH down 45%). I'm Looking for balanced growth and for the stocks to be in one of 5i portfolio's. Ty!

Upvote 0

Read Answer Asked by Derek on August 02, 2017

• Cardinal Energy Ltd. (CJ $7.13)
  • $7.13 P/E (TTM): 12.8X Cap: $1.12B
  • View CJ Profile
  • View Questions on CJ

Q: Whats your view on Cardinal energy earnings They seem to beating the earnings. Would you buy at this level.

Upvote 0

Read Answer Asked by Tom on August 02, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.07)
  • $22.07 P/E (TTM): 15.51X Cap: $2.21B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Please Comment on earnings
Thank you
Karim

Upvote 0

Read Answer Asked by Karim on August 02, 2017

• Richards Packaging Income Fund (RPI.UN $32.77)
  • $32.77 P/E (TTM): 16.05X Cap: $358M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

Upvote 0

Read Answer Asked by rajeev on August 02, 2017

• Saputo Inc. (SAP $28.99)
  • $28.99 Cap: $12.32B
  • View SAP Profile
  • View Questions on SAP

Q: Hi Team,

Can you please comment on Saputo's recent earning report.

Thanks you,
R

Upvote 0

Read Answer Asked by Ramin on August 02, 2017

• Amazon.com Inc. (AMZN $214.04)
  • $214.04 P/E (TTM): 34.47X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• The Boeing Company (BA $225.80)
  • $225.80 Cap: $170.02B
  • View BA Profile
  • View Questions on BA
• Cognex Corporation (CGNX $41.76)
  • $41.76 P/E (TTM): 60.93X Cap: $7.02B
  • View CGNX Profile
  • View Questions on CGNX

Q: I am considering moving part of my profit in shopify to either cognex, amazon or boeing.

Which of the 3 would you recommend today?

Upvote 0

Read Answer Asked by Mark on August 02, 2017

• Chartwell Retirement Residences (CSH.UN $18.03)
  • $18.03 P/E (TTM): 84.24X Cap: $5.12B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
  • View Questions on CHW

Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

Upvote 0

Read Answer Asked by Gary on August 01, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: good day...we have not added byd.un to our portfolio as of yet and to do so we would have to lessen our exposure to eci by 1% to make the 2% weighting in byd.un both of these are in tax protected accts at this time...does selling eci to make a full exposure to byd.un make sense at this time...cheers

Upvote 0

Read Answer Asked by gene on August 01, 2017

• Canadian Dollar ($CAD)
  • View $CAD Profile
  • View Questions on $CAD

Q: We always see the US$ FX value, today south of 93. As for the Cdn $, we always see it against the US$. Is there a Cdn$ index where it is measured against a basket of other currencies, not just the US$. Thanks.

Upvote 0

Read Answer Asked by John on August 01, 2017

• North West Company Inc. (The) (NWC $48.16)
  • $48.16 P/E (TTM): 16.73X Cap: $2.31B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Good day 5i team, I am thinking of starting a position in North West Co. Have been waiting for a dip for entry but may just get on with it and fill my consumer non cyclical space. Question: I don't see it in the income or balanced portfolio, any compelling reasons for not including it in an income portfolio with some capital gain long term? This will be a longer term hold inside a registered portfolio

Upvote 0

Read Answer Asked by Harry on August 01, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Does 5i know anything about the chinese investor Tang Hao who now owns 15% plus of the company shares?
Thx

Upvote 0

Read Answer Asked by blake on August 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: You have a positive report on this company dated Jul 13, 2017 yet I no longer see it in any of your model portfolios. I'm sure I bought it when it was in the balanced portfolio. Why has this been removed?

Upvote 0

Read Answer Asked by Stephen on August 01, 2017