Investment Q&A

• AutoCanada Inc. (ACQ $33.82)
  • $33.82 Cap: $782M
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Currency Exchange International Corp. (CXI $21.59)
  • $21.59 P/E (TTM): 26.73X Cap: $136M
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Q: I would like to deploy this yrs tfsa contribution and wondering if you would add to any position and or start a new one or both and what choices would you make

Thks for the great service
Marcel

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Read Answer Asked by Marcel on January 11, 2017

• Medicure Inc. (MPH $1.15)
  • $1.15 Cap: $12M
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Q: With mph providing a secured loan to apicore to replace knight(GUD)loan and taking on more debt what would be your thoughts on this move and would it be a buy sell or hold.

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Read Answer Asked by dennis on January 11, 2017

• Miscellaneous (MISC)
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Q: If one wanted to shift 10% of one's portfolio exposure from Canada to the U.S. is it better to convert cash from CAD to USD and then purchase stocks on an American Exchange or alternatively use CAD to purchase American Stocks (that also list on the TSX) or ETF's (holding US Stock) that list on the TSX?

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Read Answer Asked by Bob on January 11, 2017

• Premium Brands Holdings Corporation (PBH $95.05)
  • $95.05 P/E (TTM): 45.8X Cap: $4.22B
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Q: This stock has moved allot in the past few years is it still a hold?

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Read Answer Asked by DAN on January 11, 2017

• Vanguard Total International Stock (VXUS $71.40)
  • $71.40 P/E (TTM): 0.41X Cap: $95.21B
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Q: Hello 5i team

Like many others I am in the process of re-balancing as we move into the new year. I feel I am well diversified with one glaring omission which is my ex Canada and US holdings.

Could you help me out? I'm looking for an etf that is strong and stable and covers the rest of the world.

Thanks

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Read Answer Asked by Peter on January 11, 2017

• WSP Global Inc. (WSP $281.21)
  • $281.21 P/E (TTM): 45.63X Cap: $36.60B
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Q: RBC capital markets declared WSP Global best idea for 2017.Guess if you where to own 1 stock that would be the one !

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Read Answer Asked by Denis on January 11, 2017

• Consolidated Edison Inc. (ED $100.07)
  • $100.07 P/E (TTM): 18.48X Cap: $35.96B
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• Southern Company (The) (SO $93.28)
  • $93.28 P/E (TTM): 24.06X Cap: $102.40B
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Q: Hi Team, Sorry, another US question please. Yesterday a member asked about Southern Company (SO) a US utility. I have a similar question about Consolidated Edison (ED). Do you think it is a decent US holding for income? Of the two (SO and ED) do you see an obvious preference?

Many thanks.

Michael

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Read Answer Asked by Michael on January 11, 2017

• Enbridge Inc. (ENB $65.69)
  • $65.69 P/E (TTM): 23.2X Cap: $143.24B
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Q: ENB: The stock price fell by 1.252% AS OF 2.32 PM today.
I found this in the news. Could this be the reason? What impact do you think this has on ENB?

Market Chatter: Refiners Shun new Canadian crude blend offer from
10 Jan 2017 08:39 AM EST, (MT Newswires) -- Enbridge Inc has approved a new stream of heavy Canadian crude for export on one of its major oil pipelines to the United States, according to four trading sources, Reuters is reporting. Reuters says the only problem is, "no one wants it." This comes amid news that a Wisconsin tribe has voted against renewing Enbridge pipeline agreements.

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Read Answer Asked by Helen on January 10, 2017

• Open Text Corporation (OTEX $45.51)
  • $45.51 P/E (TTM): 13.25X Cap: $11.57B
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Q: Hi Peter & team, if you had to make a choice today between OTC and ABT, what would it be? Are they both takeover candidates? OTC has debt and pays only a small dividend, on the other hand ABT has no debt and pays a good dividend. Regards, Gervais

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Read Answer Asked by Gervais on January 10, 2017

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $18.05)
  • $18.05 Cap: $20.82B
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Q: On Dec 19th you specify Teva's debt at 6.5X cashflow and on Nov 10th you specify NET debt to cashflow at 1X. Is the difference in ratio's due to Teva's cash on hand? With Teva dropping 5% since the start of the year, would you buy now, wait, dollar cost average or stay away from the name?

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Read Answer Asked by Sandy on January 10, 2017

• Currency Exchange International Corp. (CXI $21.59)
  • $21.59 P/E (TTM): 26.73X Cap: $136M
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Q: Good Day 5i Team.

Is CXI a foreign company for T-1135 reporting?

Thanks Ed.

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Read Answer Asked by Ed on January 10, 2017

• Methanex Corporation (MX $48.92)
  • $48.92 P/E (TTM): 10.52X Cap: $3.33B
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• Superior Plus Corp. (SPB $7.22)
  • $7.22 P/E (TTM): 29.9X Cap: $1.64B
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• Chemtrade Logistics Income Fund (CHE.UN $13.04)
  • $13.04 P/E (TTM): 12.31X Cap: $1.47B
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Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 10, 2017

• Tahoe Resources Inc. (THO $4.95)
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Q: This stock has been beaten up in the last couple of months. Is there a problem? What is the insider position? Your opinion please?

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Read Answer Asked by Alan on January 10, 2017

• Stella-Jones Inc. (SJ $76.70)
  • $76.70 P/E (TTM): 13.06X Cap: $4.26B
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• Open Text Corporation (OTEX $45.51)
  • $45.51 P/E (TTM): 13.25X Cap: $11.57B
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• Premium Brands Holdings Corporation (PBH $95.05)
  • $95.05 P/E (TTM): 45.8X Cap: $4.22B
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• Savaria Corporation (SIS $20.87)
  • $20.87 P/E (TTM): 27.12X Cap: $1.49B
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• goeasy Ltd. (GSY $212.76)
  • $212.76 P/E (TTM): 12.6X Cap: $3.38B
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Q: I currently hold these stocks in my TFSA. I want to max out my TFSA account for 2017. I have equal positions in all. Would you recommend to add to the exiting stocks or add a new stock(s) like SHOP, TOY, or KXS. Current holding are in the six figures. Thanks for your input.

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Read Answer Asked by David on January 10, 2017

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: Given the most recent pullback HBC has come on my radar list as a value play. I'm going to be looking into it today. What are your thoughts? Do you think the decline in share price will force management to create value through their real estate holdings are possibly take the Company private?

Thanks,
Jason

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Read Answer Asked by Jason on January 10, 2017

• Silicon Motion Technology Corporation (SIMO $78.57)
  • $78.57 P/E (TTM): 29.31X Cap: $2.67B
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Q: Hello,
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke

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Read Answer Asked by luke on January 10, 2017

• McDonald's Corporation (MCD $311.43)
  • $311.43 P/E (TTM): 27.66X Cap: $223.31B
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• Jack In The Box Inc. (JACK $18.28)
  • $18.28 Cap: $352M
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Q: Hi 5i,

Looking for a US fast food company with a good dividend other than McDonald's, any ideas.

Thanks,

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Read Answer Asked by Mark on January 10, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Spartan Energy Corp. (SPE $6.68)
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Q: would you be a buyer of these co.s or do you see any problems.

thanks donald.

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Read Answer Asked by donald on January 10, 2017

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

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Read Answer Asked by Alexandra on January 10, 2017

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
  • Cap: $10M
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Q: If I believe TSX and US Indices are overvalued and will decline in near future.
is there an ETF that I can invest in based on this view.

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Read Answer Asked by Harpinder on January 10, 2017