Investment Q&A

• Enghouse Systems Limited (ENGH $22.11)
  • $22.11 P/E (TTM): 15.87X Cap: $1.21B
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• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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• Exco Technologies Limited (XTC $6.53)
  • $6.53 P/E (TTM): 9.32X Cap: $247M
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Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you

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Read Answer Asked by Jeremy on June 17, 2016

• Alterra Power Corp. (AXY $7.74)
  • $7.74 Cap: $451M
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Q: Do you have an opinion on an investment/growth prospects, in this company?

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Read Answer Asked by Edgar on June 17, 2016

• Goldman Sachs BDC Inc. (GSBD $11.24)
  • $11.24 P/E (TTM): 26.04X Cap: $1.28B
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Q: Hi Peter, Ryan & Co.
One of the money managers on BNN recommended GSBD as a "top pick" today. This company seems to fly under the radar, yet offers a rather attractive 9% yield. I have not been able to find much detail on this company. Can you please comment on the company's payout ratio, sustainability of its dividend, risk profile, etc. I'd like to know if I'm taking on excessive risk in exchange for the juicy yield.
Many thanks,
Brian

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Read Answer Asked by Brian on June 17, 2016

• Jean Coutu Group (PJC) Inc. (The) Class A Subordinate Voting Shares (PJC.A $24.50)
  • $24.50 P/E (TTM): 24.5X
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Q: Hello 5i Team,

Would you consider PJC to be a good long term hold as part of a diversified dividend growth portfolio? Could you comment on the health of their balance sheet as well as their growth prospects going forward.

Thanks

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Read Answer Asked by Keith on June 17, 2016

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $73.07)
  • $73.07 Cap: $4.28B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.17)
  • $38.17 P/E (TTM): 5.71X Cap: $990M
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Q: Do CDZ and HXT etfs together constitute reasonable Canadian equity diversification, or are there serious overlaps or omissions? Thank you

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Read Answer Asked by M.S. on June 17, 2016

• GoPro Inc. (GPRO $1.31)
  • $1.31 Cap: $206M
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Q: Hi 5i team do you have any opinion on GoPro? This companies stock has come down from highs of 65 to trade in the 9$ range now. Do you think that their move into drones and the new Hero5 be able to save it? Could somebody possible buy them up? Thanks and have a great day

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Read Answer Asked by Kolbi on June 17, 2016

• Miscellaneous (MISC)
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Q: Hi Peter/team I am planing to retire in 2 years time ,can you give me 5 or 6 company names to hold for 6-7 years thanks for your great service Jim!!

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Read Answer Asked by Dimitrios on June 17, 2016

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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Q: With the current movement to reduce mutual fund fees do you think PWF should still be considered a buy or hold? I have held PWF and POW for many years solely as an income play in my RRSP.Their share price appreciation has been less than stellar compared to banks over the last 10 years. Thanks, Joe

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Read Answer Asked by Joseph on June 17, 2016

Q: Hello 5i,
Last week i asked a question regarding broad market etf's and you mentionned vun. I failed to specify that i was looking for unhedged versions. My research shows two funds that seem to correspond to vun. They are: vfinx and vfiax. Am i right in that? And if so, i imagine the difference between the two funds is that vfiax is the same fund but needs ten thousand dollars initiat purchase. Am i right in this?
Thanks

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Read Answer Asked by joseph on June 17, 2016

• Vanguard U.S. Total Market Index ETF (VUN $116.85)
  • $116.85 P/E (TTM): 72.03X Cap: $12.56B
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Q: Hello i asked an earlier questin about an etf for the u.s. Market and you replied with vun. I didn't specify, however that i was looking for an unhedged version. Would the corresponding unhedged version be VTI? I sent a version of this question in earlier but i fear it has got lost. Thanks for the great information!

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Read Answer Asked by joseph on June 17, 2016

• Peyto Exploration & Development Corp. (PEY $19.01)
  • $19.01 P/E (TTM): 12.78X Cap: $3.78B
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Q: What Canadian natural gas company would benefit the most from a natural gas price hike? And a close second?
Thanks
Jean

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Read Answer Asked by Jean on June 17, 2016

• Alphabet Inc. (GOOG $201.63)
  • $201.63 P/E (TTM): 21.54X Cap: $2.43T
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• Alphabet Inc. (GOOGL $201.00)
  • $201.00 P/E (TTM): 21.47X Cap: $2.43T
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Q: The stock prices for these two are $14 apart. I know one is voting shares, but is there any other difference? Which of these two do you prefer and do you recommend it for a long-term hold? Thanks.

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Read Answer Asked by Ann on June 17, 2016

• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.30B
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Q: I purchased ATD.A (multiple voting shares) not realizing there are differing options. As a retail investor, is there an advantage to purchasing the class A vs. class B?

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Read Answer Asked by Donna on June 17, 2016

• Daura Gold Corp. (DGC)
  • Cap: $10M
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Q: Detour has been spoken about favourably on BNN and I've seen some "outperform" ratings. You seem not to have been too keen on it a while ago - what is your latest opinion? I am late to the gold scene, but would like to jump in to get some protection. If not DGC, what would you recommend?

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Read Answer Asked by Roland on June 17, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.11)
  • $20.11 P/E (TTM): 51.4X Cap: $668M
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Q: Hi Folks
With jitters in Europe regarding Brexit, would this be a good time to initiate a position in ZWE. Yield is close to 8%. How secure do you consider the dividend?
Thanks again
Guy R.

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Read Answer Asked by Guy R. on June 16, 2016

• Concordia Healthcare (CXR)
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Q: Hello team,
thank you for your all your investments answers and for the ones regarding Concordia Healthcare in particular.
Going forward it seems that unfortunately the sentiment towards Biotech stocks, Brexit, the similarities with Valeant, short attacks and other possible concerns with CXR is simply killing the share price and CXR has become a falling knife...

In addition technically speaking it just broke below 2016 lows... Do you still think its buyable now?

Thx again!

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Read Answer Asked by Michel on June 16, 2016

• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $96.28B
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• TELUS Corporation (T $22.08)
  • $22.08 P/E (TTM): 34.53X Cap: $33.42B
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Q: Hello Peter and team
My daughter holds AQN and BAM'A in her RSP account and has to add one more position. Which of BNS or Telus would you choose to add as a long term hold? Could I have your opinion of this total selection disregarding diversification.
Thanks for your great service.

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Read Answer Asked by Gary on June 16, 2016

• Golden Predator Mining Corp. (GPY $0.16)
  • $0.16 Cap: $27M
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Q: Do you know anything about the above 2 companies, supposed there are solid people behind gpy and red eagle is just starting to produce, are these buy able or ignore. Dave

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Read Answer Asked by david on June 16, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Redknee Solutions (RKN)
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Q: Redknee recently had an upgrade and your guest wrote in about it and you said they had received a new contract. Also NMX (Lithium). A guest wrote in about it and you said they had done some sort of financing. They both dropped off considerably (Redknee a lot more). Did something go wrong with them recently? Another question is a lot of shares are A and B and in the case of tech you take the B shares and Andrew Pellier - you take the A. So sometimes it is an A and sometimes it is a B? Going to squeeze in one more. What does guidance mean in your context.
Thank you very much, Dennis

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Read Answer Asked by Dennis on June 16, 2016

• Savanna Energy Services Corp. (SVY $1.88)
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Q: I own 1,000 shares of Savanna Energy Services at a cost of $8.60. Would it be wise to purchase another 4,000 shares to reduce my cost base? I understand its Australian operations is doing well. What is 5i recommendation on the company? There appears to be no previous questions on this company.

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Read Answer Asked by George on June 16, 2016