Investment Q&A

• First National Financial Corporation (FN $48.23)
  • $48.23 P/E (TTM): 15.8X Cap: $2.88B
  • View FN Profile
  • View Questions on FN

Q: Hello
May I have your comments on earnings please

Upvote 0

Read Answer Asked by Margot on February 28, 2019

• TeraGo Inc. (TGO $1.09)
  • $1.09 Cap: $23M
  • View TGO Profile
  • View Questions on TGO

Q: Your thoughts on recent earnings please and if possible a decent entry price if at all.
Appreciate your service.

Upvote 0

Read Answer Asked by Dave on February 28, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
  • View Questions on VII

Q: Hi Team,
Can you comment on VII which drop 10% today to $9.50.
Is it worth to add or sell my 600 holding (.5%)
Thanks as always,
Regards, Tak

Upvote 0

Read Answer Asked by Tak on February 28, 2019

• AltaGas Ltd. (ALA $41.62)
  • $41.62 P/E (TTM): 15.81X Cap: $12.49B
  • View ALA Profile
  • View Questions on ALA

Q: Could I please have your view on ALA after their latest quarter news .

Upvote 0

Read Answer Asked by garry on February 28, 2019

• Danaher Corporation (DHR $205.83)
  • $205.83 P/E (TTM): 42.58X Cap: $143.03B
  • View DHR Profile
  • View Questions on DHR
• Canfor Pulp Products Inc. (CFX $0.65)
  • $0.65 Cap: $43M
  • View CFX Profile
  • View Questions on CFX

Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.

Upvote 0

Read Answer Asked by Cameron on February 28, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.78)
  • $19.78 P/E (TTM): 9.25X Cap: $1.63B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Hello, Can you please comment on the results?..Dividends increased but stocks hit pretty badly..Thanks

Upvote 0

Read Answer Asked by Shyam on February 28, 2019

• Premium Brands Holdings Corporation (PBH $93.90)
  • $93.90 P/E (TTM): 35.01X Cap: $4.19B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• BMO Discount Bond Index ETF (ZDB $14.99)
  • $14.99 Cap: $790M
  • View ZDB Profile
  • View Questions on ZDB
• iShares Core MSCI Global Quality Dividend Index ETF (XDG $28.40)
  • $28.40 P/E (TTM): 34.16X Cap: $487M
  • View XDG Profile
  • View Questions on XDG

Q: Good day 5i team:1. Would you consider ZDB as the safest way to beat a high interest savings account for money that may or may not be needed for a uncertain time frame?thus is it the surest to have my capital back? and 2.any thoughts on xdg being the best option available for global diversification outside of Canada with a decent yield for monthly income for retirement? 3.any thoughts on why PBH did not give any downside protection in the recent correction and seems to be not getting any traction since I am down 5% would you advise to hold?TksLarry

Upvote 0

Read Answer Asked by Larry on February 28, 2019

• iShares 7-10 Year Treasury Bond ETF (IEF $95.38)
  • $95.38 Cap: $35.65B
  • View IEF Profile
  • View Questions on IEF

Q: hello 5i:
my question pertains to US medium term bond etfs. Do you have a preferance between IEF and VGIT, and if so, why?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on February 28, 2019

• Vanguard S&P 500 ETF (VOO $590.76)
  • $590.76 P/E (TTM): 81.1X Cap: $673.02B
  • View VOO Profile
  • View Questions on VOO

Q: further to question by Terry Feb 27/19
voo vs voog with timeline now rather than the 25 years Terry referenced

Upvote 0

Read Answer Asked by john on February 28, 2019

• Knight Therapeutics Inc. (GUD $6.43)
  • $6.43 P/E (TTM): 62.67X Cap: $646M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Comments on the latest conjecture this morning?

Upvote 0

Read Answer Asked by Kelly on February 28, 2019

• Pason Systems Inc. (PSI $11.92)
  • $11.92 P/E (TTM): 12.84X Cap: $914M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI

Q: Pason seems to fly under the radar...what do you think of Q4?

Upvote 0

Read Answer Asked by Curtis on February 28, 2019

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
  • View HSE Profile
  • View Questions on HSE

Q: Hi folks, comments please on Q4/18 results for Husky hse/t. They were bad as per most oil companies reporting Q4, but also problems at West White Rose & Lima. Would you start a position here in $14's for a rebound in stock/oil sector. Would you rate it a buy/hold/sell. Thanks as always, jb Piedmont Qc

Upvote 0

Read Answer Asked by John on February 28, 2019

Q: What are your top 3 picks in the Canadian REIT sector right now?
Thanks.

Upvote 0

Read Answer Asked by Chris on February 28, 2019

Q: I own a number of higher investment grade perpetual preferreds. They all took a dive in December, but since then my Westcoast and Royal Bank preferreds have risen back to over their $25 issue price. However, my GWO, PWF and even Intact financial preferreds have not. They are all of good credit quality. What do you think accounts for this disparity? I may buy more of the losers.

Upvote 0

Read Answer Asked by Pat on February 28, 2019

• Acasta Enterprises Inc. Class B Shares (AEF)
  • P/E (TTM): 5.2X Cap: $161M
  • View AEF Profile
  • View Questions on AEF

Q: What is going on with Acasta? I am down $400 with this one, should I sell and move on or you see a medium/long term rebound?

Upvote 0

Read Answer Asked by MG on February 28, 2019

• NFI Group Inc. (NFI $19.14)
  • $19.14 Cap: $2.20B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: It seems lately all the news out of NFI has generally not been bad. The fundamentals as you show them still look good. 5i still generally considers it a strong buy as well. Im wondering if you would have any ideas as to why this stock keeps spiraling downward?? Any thoughts on when or if this will start to recover??

Upvote 0

Read Answer Asked by Rob on February 28, 2019

• Vodafone Group Plc (VOD $11.55)
  • $11.55 Cap: $27.70B
  • View VOD Profile
  • View Questions on VOD

Q: What's your assessment of Vodafone. It now trades below BV and has a dividend of >9%.

Upvote 0

Read Answer Asked by Paul on February 28, 2019

• AltaGas Ltd. (ALA $41.62)
  • $41.62 P/E (TTM): 15.81X Cap: $12.49B
  • View ALA Profile
  • View Questions on ALA

Q: I own 200 shares at 27.08 each in my RRSP, was thinking of buying another 100 at current price, to lower my cost per share and keep it for 5 years or more, what's your opinion on this.

Upvote 0

Read Answer Asked by Don on February 28, 2019

Q: How is the best way to keep track of dividend increases and cuts. When owing quite a few stocks. Is there a site or way of receiving notifications?

Upvote 0

Read Answer Asked by Mike on February 28, 2019

Q: Can you please provide your opinion on Five9 Inc? Momentum small cap rocket with US$3B market cap. NASDAQ listed but not in 5I's system... Appreciate your insight. Thanks, Maury

Upvote 0

Read Answer Asked by Maury on February 28, 2019