Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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Q: I am just starting a new portfolio and would like to mimic the Beport portfolio. Are all companies currently in the model appropriate to purchase at market price or would you substitute any out for others when starting fresh.

Thanks in advance.

KC

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Read Answer Asked by Kelly on May 05, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi 5i, would you buy rrx today or wait, still weak momentum for oil sector? Thanks

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Read Answer Asked by Hue on May 05, 2017

• Ballard Power Systems Inc. (BLDP $2.49)
  • $2.49 Cap: $746M
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Q: Ballard is down another 10% today. Why is it down?? I sold it on this drop; your thoughts on this and on Ballard's future?

Thank you!

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Read Answer Asked by Ken on May 05, 2017

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: I was fortunate to do well with HWO and did get out as it was tanking.
But now am wondering if the risk / reward and the dividend justify re- buying it now.

Or do you think it is worth waiting for further decreases given the current state of the energy sector?

Thanks.

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Read Answer Asked by Donald on May 05, 2017

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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Q: What about Facebook with potential slowdown in Revenue

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Read Answer Asked by James on May 04, 2017

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: What is your current
View of BUS at the
2.60$ level over the
Next 12 months ?
Thanks. Barry.

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Read Answer Asked by Barry on May 04, 2017

• Miscellaneous (MISC)
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Q: I am 74 years old and need some of these money within next couple of years. So I try to watch my growth carefully. I try to keep to the 6% rule. But my problem is to find better growing stocks. So, why sell??
Here are a few questions:
Is it time to sell 50% of the following?
VUN , more than 10%
SHOP, 15%
Is MX safe for the next 6 months?
Can you suggest a replacement for NPI?
SIS has grown more than 70%. Do you recommend selling 50%
I know this is more than 1 question, just charge for them all.
Thanks
Margita

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Read Answer Asked by Margita Elisabet on May 04, 2017

• Keysight Technologies Inc. (KEYS $161.72)
  • $161.72 P/E (TTM): 37.16X Cap: $27.83B
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Q: What is your outlook for the company? Thank you

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Read Answer Asked by Tova on May 04, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: Hi, are there consensus numbers for Spin Master earnings next week? I'm curious to see if the consensus numbers are lower for the Q1 to reflect a likely higher-than-normal return rate, which as you said before would likely show up in Q1. Or do you think everyone is just looking past this now with the recent positive new product and corporate announcements. My guess is that they will show a double amount of return rate (I was interested to see that if you look at their past financials, there is usually about 5% or so allocated to this anyways, so just a fact of life for electronic toys I think), which will have a measurable impact on the Q earnings but not a large impact.

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Read Answer Asked by Kel on May 04, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.61)
  • $43.61 P/E (TTM): 78.96X Cap: $21.71B
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Q: Since I bought his a couple weeks ago, Im down 15% and going down. Teck is so volatile it can still get a lot worse. Is there more pain coming in the immediate future and when do you suspect it will start to turn around?

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Read Answer Asked by Graeme on May 04, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Can I have your thought on RNW in general but with attention to recent earnings, the longer term outlook, implications of the debt, sustainability of the dividend and anything else that you think is relevant. Thank-you.

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Read Answer Asked by Alex on May 04, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Hi Peter why thoughts on raw results?
Kind regards
Stan

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Read Answer Asked by Stan on May 04, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Hello! I would appreciate your thoughts on FRII earnings.
Many thanks!

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Read Answer Asked by Stéphane on May 04, 2017

• Ithaca Energy Inc. (IAE $1.95)
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Q: can you please explain the price action on Ithaca today? Can you buy today and still get $1.95 for the shares because they are forced to buy the remainder at $1.95?

Regards,

Brendan

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Read Answer Asked by Brendan on May 04, 2017

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: I have a question about 1787
Can HNL continue to pay it's dividend if the future plays out according to it's latest report? How are they paying it now?

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Read Answer Asked by Pat on May 04, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
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Q: Are the shares of CBL and ZCL being punished a little too much ? Do they represent good buys at these prices ?

Thanks

Dave

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Read Answer Asked by David on May 04, 2017

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: Hi 5i,

Love your service.

Generally the Q&A answer my questions to my satisfaction.

I have about an 8% holding of EIF in my TSFA and a long term holding horizon. I have held it for a long time and it has been good to me. Given the current pullback and "short" concerns, I am thinking of reducing my risk by selling 1/2 position. Is this something you would recommend, or would you be in the "ride it out" category.

Thanks !

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Read Answer Asked by Jim on May 04, 2017

• Quarterhill Inc. (QTRH $1.32)
  • $1.32 Cap: $153M
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Q: Comments please on their latest quarterly results.

Thanks for your input.
John

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Read Answer Asked by JOHN on May 04, 2017

• Uni-Select Inc. (UNS $47.96)
  • $47.96 P/E (TTM): 20.77X Cap: $2.10B
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Q: Could you please comment on UNS last quarter ?

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Read Answer Asked by Sébastien on May 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do shop and square compete in the same space and if so which one do you see as being stronger and why?Where do you see square possibly in 2-3 years thank you

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Read Answer Asked by Greg on May 04, 2017