Investment Q&A

• iShares Canadian Select Dividend Index ETF (XDV $35.41)
  • $35.41 P/E (TTM): 18.68X Cap: $1.90B
  • View XDV Profile
  • View Questions on XDV
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.98)
  • $38.98 P/E (TTM): 5.55X Cap: $1.01B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $55.42)
  • $55.42 P/E (TTM): 9.2X Cap: $4.23B
  • View VDY Profile
  • View Questions on VDY
• Vanguard High Dividend Yield Indx ETF (VYM $139.10)
  • $139.10 P/E (TTM): 54.22X Cap: $60.83B
  • View VYM Profile
  • View Questions on VYM

Q: I am retired and have gone with a strategy of owing Canadian Dividend Aristocrat stocks in my unregistered account and Canadian ETFs in my TFSA. My RRSP and LIRAs holds US ad International ETFs such as VYM. I would appreciate you opinion on this strategy and can you make a recommendation for the best ETF for my TFSA.

Upvote 0

Read Answer Asked by Nancy on July 16, 2019

• NFI Group Inc. (NFI $18.27)
  • $18.27 Cap: $2.18B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: NFI started the day with a big stumble, is the delivery news that bad? Is this time for bottom fishing and "invest the money you can afford to lose" - so to speak.

Upvote 0

Read Answer Asked by Victor on July 16, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO

Q: Can you explain what the ‘put options’ on their balance sheet and income statement are?
Thank you

Upvote 0

Read Answer Asked by Robert on July 16, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.14)
  • $5.14 P/E (TTM): 22.91X Cap: $223M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A
• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

Q: I have less than a 2% allocation and in the negative with the following stocks, GC, PEO, ENGH, VB, TOY, PHO, NFI, TSGI, TCL.A, CLIQ, WCP, ADW.A, RAY.A, and RME. With a growth outlook and a longer timeframe of 5-10 years+. What do you need still as a BUY to top up, HOLD, or SELL?
cliq, adw, engh, gc, nfi, peo, pho, rme, toy, ray, tsgi, tcl, vb, wcp.

Upvote 0

Read Answer Asked by Andrew on July 16, 2019

• ECN Capital Corp. (ECN $2.87)
  • $2.87 Cap: $802M
  • View ECN Profile
  • View Questions on ECN

Q: hello 5i:
Earnings for ECN have come and gone, and must have been ok as the stock continues to rise. Can you comment on the earnings, and on management guidance? Your view of their future?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on July 16, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR

Q: Could you please tell me your best guess on how much FCR shares would be worth when it is converted to a trust. When do you expect this to happen,

Thanks

Upvote 0

Read Answer Asked by Saad on July 16, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.12)
  • $20.12 P/E (TTM): 9.45X Cap: $1.68B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Hi 5i,

Any news on TCL today? Stock is down around 10%. And, can I have your opinion on this stock, I know you are waiting for another 1 or 2 quarters.

Thanks,

Upvote 0

Read Answer Asked by Christopher on July 16, 2019

• Stella-Jones Inc. (SJ $76.70)
  • $76.70 P/E (TTM): 13.06X Cap: $4.26B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Hello,
Do you have any idea why Stella-Jones says CEO Brian McManus is to step down in October? No reason was cited according to what I read. Investors didn't like the news. Any suggestions on how to react as a shareholder?
Thank you, Michael

Upvote 0

Read Answer Asked by Michael on July 16, 2019

Q: I have often thought it would be useful to look at charts showing how the PE ratio (and other financial ratios, for that matter) of a company has changed over a lengthy period of time, say 10 years or more. Could 5i provide such charts? Are they easily available anywhere else?

Upvote 0

Read Answer Asked by Philip on July 16, 2019

Q: I hope it was just me but I noticed that my minimum RRIF contribution doubled after opening a US$ side at TD WebBroker this year. It took a week for them to investigate with multiple phone calls & pushback before I got it reversed.

Upvote 0

Read Answer Asked by Jeff on July 16, 2019

• Johnson & Johnson (JNJ $176.79)
  • $176.79 P/E (TTM): 19.08X Cap: $425.04B
  • View JNJ Profile
  • View Questions on JNJ

Q: Hi Everyone at 5i! JNJ has been in the news quite a bit lately with the newest issue being a law suit for billions of dollars launched by the state of Oklahoma for JNJ’s role in the opioid crisis.
I hold a tidy number of stocks in this company , which I have held for years and I am up quite a bit on the stock. My objective is a long term hold....so my question....how serious is this law suit to the overall value of the company? Should the share value fall, would this be an opportunity to buy more? Or....should I take the money and run ? Looking for some crystal ball insight....Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on July 16, 2019

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

Q: Before market open today,it announced that it obtained 2 licences for outdoor growing operations.Around 9.55amPT, Fabrice Taylor made it a Top Pick @ $5.71 on BNN resulting in $6.10 c up 0.50($6.26H/560L).Last week the weed sector was devastated by TRST non compliance.Your view of CLIQ & is it ok to add to my current position of 2%(p/p $6.61) Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on July 16, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
  • View MTLO Profile
  • View Questions on MTLO

Q: Hello
You suggested waiting for this stock to settle down before buying. What would be a good entry point in your opinion?
Thank you

Upvote 0

Read Answer Asked by Josette on July 16, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.64)
  • $81.64 P/E (TTM): 17.33X Cap: $14.23B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• goeasy Ltd. (GSY $212.76)
  • $212.76 P/E (TTM): 12.6X Cap: $3.38B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Been a while since a question on one of these but they keep grinding higher. Is this just good momentum or shares are getting the right valuations? Do you know when they report earnings next?

Upvote 0

Read Answer Asked by Sal on July 16, 2019

• Premium Brands Holdings Corporation (PBH $95.05)
  • $95.05 P/E (TTM): 45.8X Cap: $4.22B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: In a June 5 article Gordon Pape spoke highly of PBH and made note that the company maybe in the process of signing a deal with Walmart. The stock has been recovering nicely since the CPP investment. Have you heard or come across a potential deal with Walmart or is this pure speculation?

Upvote 0

Read Answer Asked by Sal on July 16, 2019

• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.57X Cap: $1.71B
  • View BIR Profile
  • View Questions on BIR

Q: Bir along with other gas stocks rallied today. Why? Your thoughts on Bir for a long term 2-3 year hold

Upvote 0

Read Answer Asked by kenneth on July 16, 2019

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

Q: Further to earlier Q,Fabrice Taylor reported that new investors led the Bitove family have taken over CLIQ plus ACB's 25%@ $15.What is the % of Bitove? Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on July 16, 2019

• 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

Q: I currently own PHO and down quite a bit and my weight is now only 1.50 % would you be comfortable buying enough to bring to a 2% weight or best to wait until we see this sector moving again?
Thanks

Upvote 0

Read Answer Asked on July 16, 2019

• Manulife Financial Corporation (MFC $41.82)
  • $41.82 P/E (TTM): 13.17X Cap: $70.70B
  • View MFC Profile
  • View Questions on MFC

Q: I'm looking at Manulife preferred shares for some diversification. Currently hold CPD at a 1.28% level. What series would you recommend?

Thanks....

Upvote 0

Read Answer Asked by Ronald on July 15, 2019

• MTY Food Group Inc. (MTY $38.70)
  • $38.70 P/E (TTM): 23.34X Cap: $883M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: I have a small position in MTY. May I get your analysis of the latest quarterly results. Is MTY worth keeping? I am a growth oriented investor.
Thanks.

Upvote 0

Read Answer Asked by tim on July 15, 2019