Investment Q&A

• AltaGas Ltd. (ALA $41.02)
  • $41.02 P/E (TTM): 15.77X Cap: $12.28B
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Q: Please comment on ALA. There is a critique in a Seeking Alpha yesterday stating that the WGL acquisition is a disaster in the making.
Thank you for your ongoing great service.
Frank

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Read Answer Asked by Frank on December 15, 2017

Q: Hi Peter What do you read in to the recent announcements and share price reaction
Kind Regards
Stan

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Read Answer Asked by Stan on December 15, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Thinking of taking a position in SQ. Your thoughts on growth prospects from current levels for the next 24 months? Any other recommendations in the same space?

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Read Answer Asked by Chris on December 15, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?

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Read Answer Asked by angus on December 15, 2017

• Mullen Group Ltd. (MTL $14.14)
  • $14.14 P/E (TTM): 13.43X Cap: $1.22B
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Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

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Read Answer Asked by Dominic on December 15, 2017

• Mullen Group Ltd. (MTL $14.14)
  • $14.14 P/E (TTM): 13.43X Cap: $1.22B
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Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

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Read Answer Asked by steve on December 15, 2017

• Miscellaneous (MISC)
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Q: Good morning, i have passed the CSC, The Canadian Securities Course for investors and have a decent understanding of Financial Ratios and statements, do you know how i could get a deeper understanding of the ratios, since the same ratio in one industry can mean something totally different in another industry. it seems to me that a thorough understanding of these can go a long way in making investment decisions, thanks?

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Read Answer Asked by Pat on December 15, 2017

• Kontrol Energy Corp (KNR)
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Q: Any intelligence on this business - considering a small holding and debenture offering

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Read Answer Asked by Ron on December 15, 2017

• Dollarama Inc. (DOL $182.60)
  • $182.60 P/E (TTM): 40.33X Cap: $50.46B
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Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.

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Read Answer Asked by Walter on December 15, 2017

• The Walt Disney Company (DIS $112.12)
  • $112.12 P/E (TTM): 17.62X Cap: $201.58B
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Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?




“taking on a lot of debt.

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Read Answer Asked by Thomas on December 15, 2017

• Enbridge Inc. (ENB $65.52)
  • $65.52 P/E (TTM): 22.99X Cap: $142.63B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Can you comment on the stability of both these investments

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Read Answer Asked by Ron on December 15, 2017

• Global X Lithium & Battery Tech ETF (LIT $61.48)
  • $61.48 P/E (TTM): 0.88X Cap: $1.36B
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Q: Good Morning. I am interested in investing in metals, particularly copper, cobalt, etc. that are used in EV. Would you please provide names of companies or etfs (Cad or US $$) that you would recommend for these materials and/or electric vehicle companies? Thank you. Cathy

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Read Answer Asked by Catherine on December 15, 2017

• Brookfield Business Partners L.P. (BBU.UN $48.55)
  • $48.55 Cap: $10.21B
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Q: What are the ramifications of new gaming contracts for Western Ontario on this stock?
Thanks
Bob Rose

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Read Answer Asked by Robert on December 15, 2017

• Great Plains Metals Corp. (GPS $0.12)
  • $0.12 Cap: $4M
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• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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Q: Wanted to get your views on GPS recent earnings? In addition ECN held a corporate update meeting and wondering if you have any comments after the meeting?

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Read Answer Asked by Sal on December 15, 2017

• Franklin Core ETF Portfolio (CBL $23.54)
  • $23.54 P/E (TTM): 4.88X Cap: $2M
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Q: Following up on CBL question, is it possible if they take it private, i could be taken out at the current price, leaving the shareholder, who bought at much higher price, with big losses?

Thanks
M

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Read Answer Asked by Marios on December 15, 2017

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Lithium Americas Corp. (LAC $7.17)
  • $7.17 Cap: $1.86B
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• Global X Lithium & Battery Tech ETF (LIT $61.48)
  • $61.48 P/E (TTM): 0.88X Cap: $1.36B
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• Sociedad Quimica y Minera S.A. (SQM $48.59)
  • $48.59 P/E (TTM): 20.41X Cap: $13.87B
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Q: I would like to make an investment in the lithium space. Are there any particular companies you would recommend? Or would you suggest an ETF? (assuming there is one) Thank you for the great service and happy holidays!

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Read Answer Asked by Patrick on December 15, 2017

• iShares Russell 2000 Growth ETF (IWO $328.51)
  • $328.51 P/E (TTM): 22.34X Cap: $13.20B
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• ROBO Global Robotics and Automation Index ETF (ROBO $69.73)
  • $69.73 P/E (TTM): 1.77X Cap: $1.24B
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Q: Happy Holidays 5i!!
If you were to pick one or two ETFs or two to four companies which are expected to be show very good growth in the USA in 2018 which would you choose. I am not concerned about sectors and I realize you don't follow US companies closely. I do, however, respect your overall knowledge and welcome your comments.
Thank you
Dave

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Read Answer Asked by Dave on December 15, 2017

• North West Company Inc. (The) (NWC $45.57)
  • $45.57 P/E (TTM): 16.08X Cap: $2.17B
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Q: I purchased NWC to add to my consumer staples holdings thinking it should be a company that is "less impacted" by Amazon than other staples. Do you think my reasoning holds true and what do you think of the prospects for NWC in 2018 and beyond? As always I thank-you for your invaluable opinion.

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Read Answer Asked by Les on December 15, 2017

• Miscellaneous (MISC)
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Q: What is your recommended sector allocation within the Canadian Equity market and top pick within each segment today? (Discretionary, Staples, Energy, Financials, Health Care, Industrial, Tech, Materials, Communication, Utilities?)

Thanks! Nick

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Read Answer Asked by Nicholas on December 15, 2017

• Franco-Nevada Corporation (FNV $264.40)
  • $264.40 P/E (TTM): 45.93X Cap: $50.48B
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• OR Royalties Inc. (OR $44.77)
  • $44.77 P/E (TTM): 105.88X Cap: $8.40B
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• Agnico Eagle Mines Limited (AEM $228.35)
  • $228.35 P/E (TTM): 27.56X Cap: $113.40B
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• B2Gold Corp. (BTO $5.97)
  • $5.97 Cap: $8.12B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: What are your top 5 gold companies? Is it time to buy gold shares ? RAK

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Read Answer Asked by bob on December 15, 2017