Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.45)
  • $13.45 P/E (TTM): 22.92X Cap: $1.04B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
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• iShares Diversified Monthly Income ETF (XTR $11.40)
  • $11.40 P/E (TTM): 9.68X Cap: $355M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.78)
  • $16.78 Cap: $824M
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• Mackenzie Floating Rate Income ETF (MFT $16.49)
  • $16.49 Cap: $585M
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Q: We will be putting 50,000 in my wife TFSA inNovember. we are looking for relatively safe investments with decent return.We think perhaps 10 investments @5000 each.Can you suggest other names I could look into.We have RRSP maxed out with varied portfolio.Deduct as many credits required. Tks 5i

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Read Answer Asked by Guy on August 13, 2018

• TDG Gold Corp. (TDG $0.71)
  • $0.71 Cap: $104M
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Q: With respect to the takeover of TDG (http://thechronicleherald.ca/business/1590361-ensign-energy-services-makes-takeover-offer-for-trinidad-drilling), i have an average cost of $1.75. Once this comes in at $1.68, are my only option to sell it and incur a loss basically?

Thank you!

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Read Answer Asked by Anil on August 13, 2018

• Ensign Energy Services Inc. (ESI $2.18)
  • $2.18 Cap: $402M
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• TDG Gold Corp. (TDG $0.71)
  • $0.71 Cap: $104M
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Q: Is that a fair deal.Last week analyst mentioned they had good quarter and stock by year end could $2.00 Offer $1.68 roughly.what does 5i think wait & see

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Read Answer Asked by Guy on August 13, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Good Morning, comments on Q2 results just released please.
Any concerns from your point of view? Still worth keeping in the portfolio for higher risk income?
Thanks!

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Read Answer Asked by Hussein on August 13, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: would you add to kwh.un based on their earnings announced this morning. dave

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Read Answer Asked by david on August 13, 2018

• Premium Brands Holdings Corporation (PBH $86.87)
  • $86.87 P/E (TTM): 33.0X Cap: $3.91B
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Q: Please comment on earnings, thanks,

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Read Answer Asked by Chris on August 13, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $52.61)
  • $52.61 P/E (TTM): 26.71X Cap: $1.77B
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Q: Please comment on Q2.

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Read Answer Asked by sandy on August 13, 2018

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $15.19)
  • $15.19 Cap: $234M
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Q: Could I have your analysis on the recent quarterly results. Is the big drop in price warranted. I stil own shares and am above purchase price but just barely. Should I sell? Is the dividend safe?

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Read Answer Asked by Ric on August 13, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.72)
  • $76.72 P/E (TTM): 16.21X Cap: $13.46B
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Q: Are there any concerns about the recent results for this Company? Would it be wise to start a position at this time or wait and see?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• Enghouse Systems Limited (ENGH $22.76)
  • $22.76 P/E (TTM): 16.02X Cap: $1.25B
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• Kinaxis Inc. (KXS $204.70)
  • $204.70 P/E (TTM): 437.0X Cap: $5.71B
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Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• AutoCanada Inc. (ACQ $26.55)
  • $26.55 Cap: $611M
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Q: ACQ is the biggest laggard in my portfolio. I own a small position and I'm down just over 40%. I'm thinking about selling. Do you support me cutting my losses or is there a compelling reason to stick it out?
Thanks for your great advice as usual.

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Read Answer Asked by Grant on August 13, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Hi Team,
ZCL drop as much as 15% today, can you comment on why and is worth holding on or even add some more ?
Thanks as always,
Tak

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Read Answer Asked by Tak on August 13, 2018

• Westshore Terminals Investment Corporation (WTE $28.51)
  • $28.51 P/E (TTM): 15.62X Cap: $1.74B
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Q: Hi, couldn't find the quarterly report. Stock is up, were the results better than expected? Thanks.

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Read Answer Asked by John on August 13, 2018

• AutoCanada Inc. (ACQ $26.55)
  • $26.55 Cap: $611M
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Q: I see the rolling banner on BNN/Bloomberg is reporting that the CEO & CFO have resigned in a Management overhaul. Do you think this increases the odds of a sale of the company?
Will it help stop the bleeding?
Thanks,
Scot

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Read Answer Asked by Scot on August 13, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i Team,

Which companies from BE Portfolio would you not invest new money today because of valuations or any other concerns you may have and what is the timeline to invest in them in near future.

Thanks
Ninad

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Read Answer Asked by Ninad on August 13, 2018

• Premium Brands Holdings Corporation (PBH $86.87)
  • $86.87 P/E (TTM): 33.0X Cap: $3.91B
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Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

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Read Answer Asked by Al on August 13, 2018

• Magna International Inc. (MG $57.29)
  • $57.29 P/E (TTM): 10.41X Cap: $16.35B
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Q: This morning I asked a question regarding MG where I stated that I had a 1/4 position. I believe your interpretation was that MG comprises 25% of my portfolio, whereas I meant that I have 1/4 of a "full" position. I consider a full position to be 5% of my portfolio. So MG comprises only 1.25% of my total portfolio. So I am interested in your opinion on selling all my MG shares now and employing the funds to good use elsewhere.
Also, I want to compliment you on your very quick response to my question.

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Read Answer Asked by Dennis on August 13, 2018

• Alphabet Inc. (GOOG $197.23)
  • $197.23 P/E (TTM): 21.2X Cap: $2.36T
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• NVIDIA Corporation (NVDA $178.14)
  • $178.14 P/E (TTM): 56.04X Cap: $4.39T
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• Box Inc. Class A (BOX $31.92)
  • $31.92 P/E (TTM): 24.49X Cap: $4.63B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle

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Read Answer Asked by Lyle on August 13, 2018

• Algonquin Power & Utilities Corp. (AQN $8.31)
  • $8.31 Cap: $6.25B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Hello, if you had to choose just one company between AQN and VNR today, which one would you recommend and why? Thanks, Gervais

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Read Answer Asked by Gervais on August 13, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What is your take on the quarter, not exciting.... does it warrant the price drop this morning?

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Read Answer Asked by fwb181 on August 13, 2018