Investment Q&A

• TFI International Inc. (TFII $133.64)
  • $133.64 P/E (TTM): 22.05X Cap: $11.09B
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Q: Hi Peter and Team
Can you please comment on earning, outlook and valuation of TFII. Is it a good name to buy this stock at these levels. Thanks

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Read Answer Asked by Victor on July 31, 2017

• FirstService Corporation (FSV $279.26)
  • $279.26 P/E (TTM): 63.75X Cap: $12.71B
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Q: Any reason in particular for the weakness in FSV today or is it just because of light trading volumes?

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Read Answer Asked by Christopher on July 31, 2017

• Weyerhaeuser Company (WY $26.15)
  • $26.15 P/E (TTM): 67.08X Cap: $18.86B
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Q: I've held this stock for a couple of years, after it's q2 release,should I still hold? up about 12% and represents about 4% of portfolio. do not know if q2 results were good or bad. tkx pat

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Read Answer Asked by patrick on July 31, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.95X Cap: $18.39B
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Q: I have held AVO for over 3 years now. I hate to take a 50% haircut but without a divided it has been a drag on my portfolio. Do you have any insights that would convince me to continue to hold on or should I just cut my losses and buy BYD.UN instead?

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Read Answer Asked by Cheryl on July 31, 2017

• Altria Group Inc. (MO $66.55)
  • $66.55 P/E (TTM): 12.89X Cap: $111.79B
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Q: Hi 5i,
My tobacco stocks are getting hit due to upcoming government regulation. In your opinion is it time to lighten up on these stocks? What are the long term implications.

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Read Answer Asked by Mark on July 31, 2017

• Amazon.com Inc. (AMZN $232.33)
  • $232.33 P/E (TTM): 34.45X Cap: $2.47T
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• Royal Bank of Canada (RY $200.22)
  • $200.22 P/E (TTM): 20.28X Cap: $281.30B
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• BCE Inc. (BCE $34.23)
  • $34.23 P/E (TTM): 73.57X Cap: $31.53B
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Q: I am considering the following: selling Royal Bank, BCE and CGI which are in my TFSA plan and then repurchase them in my RRSP plan and at the same time, sell my Amazon and Google which are in my RRSP and repurchase them in my TFSA. The basic reason is having the growth stocks in the TFSA. Does this make sense or are there any consequences?

Thanks,

Bob

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Read Answer Asked by Robert on July 31, 2017

• TFI International Inc. (TFII $133.64)
  • $133.64 P/E (TTM): 22.05X Cap: $11.09B
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Q: Can you comment on the Q2 earnings report.

thx

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Read Answer Asked by Bertin on July 31, 2017

• Extendicare Inc. (EXE $13.11)
  • $13.11 P/E (TTM): 13.37X Cap: $1.09B
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Q: Why is exe has been going down of late? Is it related to bad news, the sector or higher interest rate? I own about 4.5% of my portfolio.Should keep holding it?

Thanks,

Paul

Paul

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Read Answer Asked by Paul on July 31, 2017

• Miscellaneous (MISC)
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Q: I am a young, long-term investor. With the recent strength in the Canadian Dollar, could you give me some recommendations for increasing my US and International equity exposure?

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Read Answer Asked by Jonathan on July 31, 2017

• BMO US High Dividend Covered Call ETF (ZWH $24.18)
  • $24.18 P/E (TTM): 50.23X Cap: $1.06B
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Q: A lot of these are down about 10 % in the last 2 months ---Is that because the CAN $ HAS STRENGTHENED ABOUT 10% IN THE LAS 2 MONTHS

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Read Answer Asked by peter on July 31, 2017

• iShares Core MSCI US Quality Dividend Index ETF (XDU $32.35)
  • $32.35 P/E (TTM): 53.08X Cap: $223M
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Q: I am considering purchasing units of XDU from iShares. It is a new fund, with just over $6 000 000 in net assets. Is it safe to buy now, or should I wait until it accumulates more net assets? If safe to buy now, am I okay purchasing in one lump sum (approximately $150 000 worth). Thank you.

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Read Answer Asked by Walter on July 31, 2017

• Birchcliff Energy Ltd. (BIR $6.19)
  • $6.19 P/E (TTM): 22.25X Cap: $1.69B
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Q: At one point today, BIR and most of the energy market was up. Then the whole sector turned down, while energy itself was up.
What happened?

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Read Answer Asked by Cory on July 31, 2017

• Celestica Inc. (CLS $336.26)
  • $336.26 P/E (TTM): 47.27X Cap: $35.20B
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Q: I am down about 23% in this company would you continue to hold? brenda

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Read Answer Asked by brenda on July 31, 2017

• Medical Facilities Corporation (DR $14.91)
  • $14.91 P/E (TTM): 3.06X Cap: $281M
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Q: your thought on DR:
- is it worth buying at $13.00
- is the divined reasonable covered
- are there major problems in the company and/or business to explain the steep share price drop
- should I sell the small position and move on even if I would stay for the divined and hope for better days

as usual many thanks to all the 5I people
yossi

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Read Answer Asked by JOSEPH on July 31, 2017

• Strathcona Resources Ltd. (SCR $38.42)
  • $38.42 P/E (TTM): 11.42X Cap: $8.23B
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Q: Your thoughts on The Score after their recent quarterly earnings.

Thank-you

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Read Answer Asked by Amy on July 31, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $40.36)
  • $40.36 P/E (TTM): 106.6X Cap: $2.84B
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Q: It was recommended in one of the US investment articles to catch the recent upward trend in gold. Your opinion please?

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Read Answer Asked by Ford on July 31, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.42)
  • $34.42 Cap: $22.67B
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• Gamehost Inc. (GH $11.88)
  • $11.88 P/E (TTM): 9.31X Cap: $245M
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• Acadian Timber Corp. (ADN $17.65)
  • $17.65 P/E (TTM): 22.12X Cap: $319M
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• Boston Pizza Royalties Income Fund (BPF.UN $21.85)
  • $21.85 P/E (TTM): 13.53X Cap: $536M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi team
I am looking for a high yield, safe company to invest in. I found these in your portfolios. What are your comments on those today, how do you rank them or are there any other stocks you will recommend?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 31, 2017

• Altria Group Inc. (MO $66.55)
  • $66.55 P/E (TTM): 12.89X Cap: $111.79B
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• Philip Morris International Inc (PM $161.55)
  • $161.55 P/E (TTM): 30.97X Cap: $251.46B
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Q: Hi. I'm curious about your thoughts on big tobacco becoming big pharma as far as medical cannabis goes. I am surprised that they haven't yet entered this space. Do you think this will eventually happen? With the big drop on tobacco stocks today I'm wondering if I should start a position.

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Read Answer Asked by Edward on July 31, 2017

Q: I hold G at a loss at $24/share. Do I average down with G at $16, or just ride it out? I believe gold will do well in the next few months.

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Read Answer Asked by Domenic on July 31, 2017

• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.59B
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• Fortis Inc. (FTS $68.18)
  • $68.18 P/E (TTM): 20.05X Cap: $34.33B
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• Alimentation Couche-Tard Inc. (ATD $76.24)
  • $76.24 P/E (TTM): 19.64X Cap: $71.71B
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• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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Q: Hi, could you name four or five Canadian company's that you could hold through thick and thin, and not worry about, as per Warren Buffet, regardless of risk situation, thanks?

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Read Answer Asked by Pat on July 31, 2017