Investment Q&A

• Fortis Inc. (FTS $70.10)
  • $70.10 P/E (TTM): 20.31X Cap: $35.42B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $41.84)
  • $41.84 P/E (TTM): 20.73X Cap: $11.37B
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• Emera Incorporated (EMA $66.51)
  • $66.51 P/E (TTM): 18.07X Cap: $19.99B
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• Algonquin Power & Utilities Corp. (AQN $8.53)
  • $8.53 Cap: $6.55B
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Q: Can I get your take on CU? How would you compare it to EMA, AQN and FTS?

Thank you

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Read Answer Asked by Alex on March 13, 2019

Q: I have a small position in AT and wonder if their recent quarterly results warrants increasing my position.

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Read Answer Asked by rick on March 13, 2019

• FirstService Corporation (FSV $213.75)
  • $213.75 P/E (TTM): 52.26X Cap: $9.77B
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Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

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Read Answer Asked by Keith on March 13, 2019

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $50.96)
  • $50.96 P/E (TTM): 14.35X Cap: $11.65B
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Q: Your comments, please, on QBR.B's results. Why is the share price down this morning? Buy, hold, or sell?

Thank you,

Walter

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Read Answer Asked by Kurt W on March 13, 2019

• Viemed Healthcare Inc. (VMD $7.42)
  • $7.42 P/E (TTM): 22.85X Cap: $282M
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Q: This is the second time in less then 6 months with negative news regarding government pricing stuff! it does create uncertainty.

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Read Answer Asked by fwb181 on March 13, 2019

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 76.79X Cap: $71.52B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Alimentation Couche-Tard Inc. (ATD $74.15)
  • $74.15 P/E (TTM): 19.59X Cap: $68.64B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 146.3X Cap: $304.23B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

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Read Answer Asked by Karim on March 13, 2019

• BMO Low Volatility US Equity ETF (ZLU $57.69)
  • $57.69 P/E (TTM): 22.05X Cap: $2.18B
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• BMO US High Dividend Covered Call ETF (ZWH $24.82)
  • $24.82 P/E (TTM): 18.85X Cap: $1.08B
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Q: I have a very good gain this year and my technical are telling me we will be probably in a sideways or slightly down market until the fall and I am looking at a combination of zwh and zlu to put the harvested gains. my question is where they fit in my portfolio either in a registered account or non registered acct. if you could help me with this small problem it would be appreciated. thanks for the great service...gene-

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Read Answer Asked by gene on March 13, 2019

• NFI Group Inc. (NFI $15.37)
  • $15.37 Cap: $1.83B
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Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

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Read Answer Asked by Phil on March 13, 2019

• iShares Diversified Monthly Income ETF (XTR $11.69)
  • $11.69 P/E (TTM): 16.83X Cap: $365M
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• Harvest Brand Leaders Plus Income ETF (HBF $10.76)
  • $10.76 P/E (TTM): 23.09X Cap: $522M
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Q: I hold HBF in a non registered account 5%. Based on total return I’m barely above water. It’s good for income , 7%, . I’ve been investing mainly in quality dividend stocks and have done quite well on dividend income and growth. Mainly investing in CO’s that have a history of increasing dividends, aristocratic family. This is the only etf in the portfolio. Any suggestions as to a replacement?

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Read Answer Asked by Roy on March 13, 2019

• NFI Group Inc. (NFI $15.37)
  • $15.37 Cap: $1.83B
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Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

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Read Answer Asked by Brad on March 13, 2019

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: I know that Sierra Wireless has under performed for ages. Do you think a turn around is imminent? I'm hoping my recent purchase is a winner.

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Read Answer Asked by DAVE on March 13, 2019

• Goodfood Market Corp. (FOOD $0.30)
  • $0.30 Cap: $29M
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Q: I did my due diligence on Goodfood and decided to bite. What do you think of it?

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Read Answer Asked by DAVE on March 13, 2019

• Horizons Enhanced Income International Equity ETF (HEJ)
  • P/E (TTM): 12.9X
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Q: Could I have you opinion of HEJ etf?

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Read Answer Asked by William on March 13, 2019

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 29.37X Cap: $3.70B
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Q: Peter; I own both and so watch them closely. It seems that they are basically trading in lock step re volume and price appreciation.Are there any interlocking directors and/or management connections that you know of. Would a combined entity be a possibility? Thanks. Rod

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Read Answer Asked by Rodney on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN $8.53)
  • $8.53 Cap: $6.55B
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• Hydro One Limited (H $53.69)
  • $53.69 P/E (TTM): 24.74X Cap: $32.20B
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Q: i'm thinking of selling AQN after its good run here and buying H....H has a higher yield 4.51 vs 3.65 and i believe both are "stable" in a long term view...what are the pros and cons of this switch? txs as always..

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Read Answer Asked by adam on March 13, 2019

• Empire Company Limited Non-Voting Class A Shares (EMP.A $46.60)
  • $46.60 P/E (TTM): 16.03X Cap: $10.72B
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Q: Could you comment on results going forward?

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Read Answer Asked by terrance on March 13, 2019

Q: I know 5i has been cautious on levered ETF's. That said, what are the most liquid levered gold ETF's with the lowest fees (long and short, respectively)?

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Read Answer Asked by CAMERON on March 13, 2019

• NFI Group Inc. (NFI $15.37)
  • $15.37 Cap: $1.83B
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Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

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Read Answer Asked by Victor on March 13, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Concerned that blocks of shares in 100,000-150,000 chunks are being slowly fed into the market as though someone is slowly selling a huge position or is trying to keep a cap on any upward demand on the stock. Any idea what is going on and why?

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Read Answer Asked by James on March 13, 2019

• Power Corporation of Canada Subordinate Voting Shares (POW $72.42)
  • $72.42 P/E (TTM): 15.38X Cap: $46.13B
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Q: Do you think what is going on at Power Corporation is to set themselves up to spin off some of their assets? Why would they want to buy our shares. There must be something brewing.

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Read Answer Asked by Helen on March 13, 2019