Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Methanex Corporation (MX $45.98)
  • $45.98 P/E (TTM): 11.2X Cap: $3.12B
  • View MX Profile
  • View Questions on MX
• Open Text Corporation (OTEX $39.78)
  • $39.78 P/E (TTM): 11.68X Cap: $10.49B
  • View OTEX Profile
  • View Questions on OTEX
• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 11.92X Cap: $3.07B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Spin Master Corp. Subordinate Voting Shares (TOY $21.35)
  • $21.35 P/E (TTM): 15.51X Cap: $2.17B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex

Upvote 0

Read Answer Asked by Alex on July 20, 2017

• S&P/TSX Composite Index (TSX $27,920.87)
  • View TSX Profile
  • View Questions on TSX

Q: In my portfolio, small cap and technology has weakened in the last two months, yet l see indexs making new highs, at least in the US, where are the gains; sectors?

Upvote 0

Read Answer Asked by Leo on July 20, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: July 19, 2017 ? asked by Darcy:

The answer indicated most selling was on the bid. How is this info calculated and where is it available?

Upvote 0

Read Answer Asked by Russ on July 20, 2017

• Omega Healthcare Investors Inc. (OHI $40.35)
  • $40.35 P/E (TTM): 24.82X Cap: $11.80B
  • View OHI Profile
  • View Questions on OHI

Q: Please may I have your opinion of this company for a long term hold , thanks
Rick

Upvote 0

Read Answer Asked by Richard on July 20, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
  • View FRII Profile
  • View Questions on FRII

Q: FRII continues to drop. Would you be a buyer at these levels or wait until there is some upwards momentum? When does it next report and what do you expect from the company?

Upvote 0

Read Answer Asked on July 20, 2017

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: I am retired and living on dividend income. 80% of my funds are in my income portfolio, which is focused on dividends and yield (approx. 20 stocks) and meet my income needs.
So I am considering investing the remaining 20% of my funds in your balanced portfolio for more capital appreciation. How would you recommend I go about this? If I also mirror your balanced portfolio, I would have 40+ stocks in my portfolio.
Would you therefore recommend 5 stocks that look most attractive at current valuations and invest equally in each?

Upvote 0

Read Answer Asked by Curtis on July 20, 2017

• Whirlpool Corporation (WHR $82.92)
  • $82.92 Cap: $4.72B
  • View WHR Profile
  • View Questions on WHR

Q: Good afternoon,

A positive piece in Barron's postulated that this stock may have significant upside. What do you think of whirlpool? Do you see significant growth? Also, would you be a buyer at these levels ? Or do you see better opportunities in industrials, and oh so, can you make a few suggestions.

Thank you

Karim

Upvote 0

Read Answer Asked by Karim on July 20, 2017

• CSX Corporation (CSX $36.01)
  • $36.01 P/E (TTM): 21.21X Cap: $66.46B
  • View CSX Profile
  • View Questions on CSX

Q: What was the problem with CSX earnings?

Upvote 0

Read Answer Asked by Christopher on July 20, 2017

• Assure Holdings Corp. (IOM $5.40)
  • $5.40 Cap: $29M
  • View IOM Profile
  • View Questions on IOM

Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

Upvote 0

Read Answer Asked by Scott on July 20, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I would like to ask for your opinion and comment on my investment approach with reference to hedged to CAD or un-hedged versions of ETF's available from Canadian issuers. My approach has been the following:
- keep US equity ETF un-hedged;
- keep developed and emerging international equity ETF's hedged to CAD;
- keep US bond ETF's hedged to CAD.
I am aware that this approach was not too benefitial during the past month or two, and I am starting to have second thoughts, but I figure I better ask for a second opinion from a pro before I make any changes. This is where you guys step in...
Thank you.

Upvote 0

Read Answer Asked by Rudolf on July 20, 2017

• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.45X Cap: $29.91B
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $45.39)
  • $45.39 P/E (TTM): 17.17X Cap: $24.78B
  • View RCI.B Profile
  • View Questions on RCI.B
• TELUS Corporation (T $21.84)
  • $21.84 P/E (TTM): 27.27X Cap: $32.94B
  • View T Profile
  • View Questions on T

Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken

Upvote 0

Read Answer Asked by Ken on July 20, 2017

• H&R Real Estate Investment Trust (HR.UN $11.52)
  • $11.52 Cap: $3.19B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: I would like to know your opinion about the effect of interest rate increase on HR.UN.

Upvote 0

Read Answer Asked by Stephane on July 20, 2017

• High Liner Foods Incorporated (HLF $17.05)
  • $17.05 P/E (TTM): 6.55X Cap: $483M
  • View HLF Profile
  • View Questions on HLF
  • View Reports on HLF
• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.03X Cap: $479M
  • View MND Profile
  • View Questions on MND

Q: Both companies are at a low.
What is your take on them?Does mnd has a chance of survival and what about the dividend?
Also HLF ,would you take a position?

Upvote 0

Read Answer Asked by Josh on July 20, 2017

• Cineplex Inc. (CGX $10.40)
  • $10.40 Cap: $674M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX
• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.41X Cap: $16.48B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I am currently holding Cineplex. Thinking of selling and replacing with Magna. Would this be advisable.
Thanks for great service.

Upvote 0

Read Answer Asked by Lynda on July 20, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: I am down 18% on AYA & 25% on CBL.
Can I get your opinion on these 2 companies and if I should hold or sell.

Thank You
Craig

Upvote 0

Read Answer Asked by Craig on July 20, 2017

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
  • View NVO Profile
  • View Questions on NVO

Q: Have a position in Novo Resources Corp. and would like to know your break down of this company near and long term.

Thank-you

Upvote 0

Read Answer Asked by Alex on July 20, 2017

• Parkland Corporation (PKI $38.36)
  • $38.36 P/E (TTM): 34.62X Cap: $6.82B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Alimentation Couche-Tard Inc. (ATD $70.79)
  • $70.79 P/E (TTM): 18.84X Cap: $67.34B
  • View ATD Profile
  • View Questions on ATD

Q: Which is a better buy ?

Upvote 0

Read Answer Asked by Kamal on July 20, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: How much faith should one put into Recognia valuation charting? Is there any evidence that any of their predictions bear out?
Can you explain how they come up with their projections?
Guy R.

Upvote 0

Read Answer Asked by Guy R. on July 20, 2017

• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
  • View KAT Profile
  • View Questions on KAT

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!

Upvote 0

Read Answer Asked by Susan on July 20, 2017

• Sun Life Financial Inc. (SLF $84.91)
  • $84.91 P/E (TTM): 15.23X Cap: $47.58B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,391.21)
  • $2,391.21 P/E (TTM): 10.02X Cap: $52.19B
  • View FFH Profile
  • View Questions on FFH

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?

Upvote 0

Read Answer Asked by Greg on July 19, 2017