Investment Q&A

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
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Q: Hi Team,

Could you please give me an opinion on Katanga Mining, for a 5 year hold of 1%, given that cobalt is required to produce electric vehicle batteries. Could you suggest another similar cobalt miner?

Thanks for all you do!

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Read Answer Asked by Susan on July 20, 2017

• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.82)
  • $2,401.82 P/E (TTM): 10.02X Cap: $51.83B
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Q: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?

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Read Answer Asked by Greg on July 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Do you see any seasonality w/PHO? Price is down YTD. Could this be effect of large institutional investors managing profit/loss statements as the year progresses? Or, is there seasonality in the business generally? Or, none whatsoever?

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Read Answer Asked by Joel on July 19, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi 5i: Early this year I recommended AW.un for my wife's account. It went up nicely but has since dropped significantly. Her investment horizon is medium to long term so holding it is not a problem unless the fundamentals have gone bad. I realize same store growth has not been good recently, which is not a surprise. Is there anything else going on that would make it advisable to cut losses now?

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Read Answer Asked by Roland on July 19, 2017

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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Q: IS facebook overpriced (yet)? Thanks Jim

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Read Answer Asked by jim on July 19, 2017

• SPDR S&P 500 ETF Trust (SPY $631.17)
  • $631.17 P/E (TTM): 57.48X Cap: $642.87B
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• Invesco S&P 500 Equal Weight ETF (RSP $183.78)
  • $183.78 P/E (TTM): 45.26X Cap: $72.08B
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Q: Great article on equal sector weighting in the blog! I wonder if the same theory is applicable in the US stock market as well? If so you definitely have a solid case! Thanks.

Shyam

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Read Answer Asked by Shyam on July 19, 2017

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: Can you give a reason or reasons why NFI has been down in value lately?

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Read Answer Asked by James F on July 19, 2017

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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Q: Not sure how much you consider technicals before making purchases, but what do you make of the chart here? Seems to be breaking down. Would you wait a bit for a better deal? Or is that trying to be to cute for whats destined to be a long term hold.

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Read Answer Asked by Josh on July 19, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi,

If you had a choice, which account would you hold KWH.UN in? Is it eligible for the Cdn tax dividend credit?

Thanks,

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Read Answer Asked by Robert on July 19, 2017

• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: Why the weakness in GSY? The only newS I See is they set the date (Aug,2) for the next earnings release.

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Read Answer Asked by Douglas on July 19, 2017

• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
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Q: Hydro One buying Avista for 6.6 billion dollar that is a big acquisition, and they are paying a 20% premium?
The company apparently is issuing a convertible bond at 4%
What is your opinion on this deal?

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Read Answer Asked by OSCAR on July 19, 2017

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: What are the expected earnings for EIF. Also what is the current short position numbers. Thanks

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Read Answer Asked by Bruce on July 19, 2017

• Miscellaneous (MISC)
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Q: Hi Team,
When selling to open a put option position that expires in Jan 2018, is the premium received to be reported in 2018 tax return assuming it expires worthless in 2018?
Thank you.

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Read Answer Asked by Victoria Y on July 19, 2017

• Artis Real Estate Investment Trust (AX.UN $7.38)
  • $7.38 Cap: $716M
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• Medical Facilities Corporation (DR $14.46)
  • $14.46 P/E (TTM): 3.26X Cap: $281M
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Q: Hi guys,

Can I get your thoughts on Artis REIT? I've been watching them for some time now. They have managed the Alberta downturn relatively well. Do you know, based on forecasts, when their cash flows are expected to grow again? Do you like the direction the company is taking (I seem to recall they are looking at getting out of US retail)?

As for Medical Facilities Corp, is the price drop all about the change of leadership? I own some but am not sure if I should be buying a bit more at these levels. The yield is very enticing.

Thanks,
Aaron

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Read Answer Asked by Aaron on July 19, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: With respect to the new offering, TD Waterhouse identifies the selling shareholder as "Her Majesty the Queen in right of Alberta by its agent Alberta Investment Management Corporation" which will no longer own any shares after closing. Does this make any sense? Do you see this as positive, negative or indifferent, and what percentage does Transalta still own? I have about a 3% position (held for a long time) and might consider adding.
Thank-you

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Read Answer Asked by grant on July 19, 2017

• Calian Group Ltd. (CGY $49.45)
  • $49.45 Cap: $578M
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Q: Hello 5i group
I find that the information you provide is very informative and really useful for studying new investment opportunities. I am interested in midcaps at a reasonable price, with solid dividends and decent growth possibilities. In this connection I have been following Calian Group for some time. Could you give me your opinion of this company?

Thanks, David

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Read Answer Asked by David on July 19, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Whats going on with transalta, is this a buying opertunity for a income invester.

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Read Answer Asked by don on July 19, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I believe they are issuing more stock - which always results (at least temporarily) in a lower stock price.

John

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Read Answer Asked by John on July 19, 2017

• Miscellaneous (MISC)
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Q: If the ex dividend date is the 19th can i put my order to buy and buy that day the 19th or do i buy 3 days before to collect the dividend for that month?

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Read Answer Asked by Keith on July 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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Q: Hi all,

You recently had this Q and A reply:
Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

5i Research Answer:
Short terms are very hard to call.
We would suggest Methanex MX and Photon PHO.

My question is what catalyst you see for each stock that make them your favourite ideas for the next year?

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Read Answer Asked by Tim on July 19, 2017