Investment Q&A

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Q: Just wondering if you could repost the link to mr Hodson' s latest conference talk on how to choose a stock.

Thx

KR

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Read Answer Asked by Karim on January 12, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.74)
  • $81.74 P/E (TTM): 17.33X Cap: $14.21B
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Q: Is CCL in danger of being penalized by the possible US import tax that may loom in Canada's future?

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Read Answer Asked by Susan on January 12, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $23.11B
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Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank

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Read Answer Asked by Frank on January 12, 2017

• Miscellaneous (MISC)
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Q: Good morning. My son has $17K to invest in his rrsp. Can you suggest 5 firms or etf's for him, for a 24 to 36 month hold. Thank you.
David

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Read Answer Asked by David on January 12, 2017

• DryShips Inc. (DRYS $5.24)
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Q: would you be a buyer of DRYS?

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Read Answer Asked by manochehr on January 12, 2017

• Agnico Eagle Mines Limited (AEM $191.86)
  • $191.86 P/E (TTM): 28.23X Cap: $97.09B
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Q: Is the divdend paid in US $ for AEM?
Thanks
D

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Read Answer Asked on January 12, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: What BE companies would you add to at today's prices? Long term hold. Thanks!

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Read Answer Asked by Chris on January 12, 2017

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Q: In my son's RESP we hold AW.UN , ATD.B , BEP.UN , BNS , L , and PBH and all have done well ( thank you 5i ) . We were thinking of cashing out Alimentation to pay this year's tuition fees , but we are not sure if that would be the best move .
Which baby should we sacrifice ?

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Read Answer Asked by Thomas on January 12, 2017

• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.12B
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Q: hello 5i:
could you please comment on the debenture issued today by Algonquin? Good investment on the income side of a portfolio? Do you have a "favorite" or favorites in this space, as you do with stocks?
eg. you have said PBH is one of your "favorite" stocks.

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Read Answer Asked by Paul on January 12, 2017

• Aritzia Inc. Subordinate Voting Shares (ATZ $79.27)
  • $79.27 P/E (TTM): 39.55X Cap: $9.09B
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Q: I am curious to know why ATZ is selling off so much after their secondary offering?

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Read Answer Asked by Cory on January 11, 2017

• Constellation Software Inc. (CSU $4,398.30)
  • $4,398.30 P/E (TTM): 110.89X Cap: $93.09B
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Q: Have you any comments on the article in Grant's Interest Rate Observer, Dec 9, 2016 which is not very complimentary about Constellations management practices?
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf

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Read Answer Asked by Elliott on January 11, 2017

• Tenaz Energy Corp Com (ATU)
  • P/E (TTM): 4.3X Cap: $103M
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Q: 2nd request. Like by the Acumen guys.

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Read Answer Asked by Richard on January 11, 2017

• Axis Auto Finance Inc. (AXIS $0.01)
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Q: Tiny company, but do you have any comment about recent growth numbers, industry, management?

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Read Answer Asked by tony on January 11, 2017

• Currency Exchange International Corp. (CXI $21.59)
  • $21.59 P/E (TTM): 26.73X Cap: $135M
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Q: Can you please comment on their latest earnings. Looks like a big miss from expectations, although taking into account seasonality a nice improvement over Q3 2015?
Thank you

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Read Answer Asked by Marty on January 11, 2017

• Miscellaneous (MISC)
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Q: What would your Top 3 dividend companies with growth be. Keep in mind I plan to initiate a full position in each company. I have a diverse portfolio so sectors do not matter. I also have a moderate appetite for risk.

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Read Answer Asked by Richard on January 11, 2017

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 18.08X Cap: $8.94B
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Q: What are your views on this stock now and do you see the dividend as sustainable?

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Read Answer Asked by Jean on January 11, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $23.11B
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• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.12B
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Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?

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Read Answer Asked by arnold on January 11, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Further to Greg's question re the Balanced Portfolio, would you go ahead and buy the full positions today or stagger the purchases?

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Read Answer Asked by Gregory on January 11, 2017

• Stantec Inc. (STN $150.41)
  • $150.41 P/E (TTM): 39.49X Cap: $17.15B
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• Enghouse Systems Limited (ENGH $22.61)
  • $22.61 P/E (TTM): 15.92X Cap: $1.24B
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• RB Global Inc. (RBA $160.40)
  • $160.40 P/E (TTM): 57.04X Cap: $29.90B
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• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $2M
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Q: thank you for reading my email - and for your assistance.
I have these above stocks in an rrsp, - can you suggest - how I can diversify

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Read Answer Asked by Marla on January 11, 2017

• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.40)
  • $23.40 Cap: $1.09B
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Q: Hi,

I am looking to add more income to my portfolio. Currently own XCB and VSB and some cash that I want to deploy into another ETF. Which income etf's would you recommend to add or would you simply add to the existing holdings?

Thank you

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Read Answer Asked by Rino on January 11, 2017