Investment Q&A

• Restaurant Brands International Inc. (QSR $100.76)
  • $100.76 P/E (TTM): 31.05X Cap: $45.72B
  • View QSR Profile
  • View Questions on QSR
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.21)
  • $86.21 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Winpak Ltd. (WPK $45.26)
  • $45.26 P/E (TTM): 14.75X Cap: $2.64B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK
• Premium Brands Holdings Corporation (PBH $95.00)
  • $95.00 P/E (TTM): 63.71X Cap: $4.18B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Please rank these four stocks in order of preference for buying today. Thank you, Barrie

Upvote 0

Read Answer Asked by Barrie on November 25, 2016

• Pembina Pipeline Corporation (PPL $60.08)
  • $60.08 P/E (TTM): 22.04X Cap: $35.61B
  • View PPL Profile
  • View Questions on PPL
• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
  • View IPL Profile
  • View Questions on IPL

Q: Hello 5i Team....Would you prefer IPL or PPL in the present market environment? Also, could you elaborate on your reasoning? Many thanks for the awesome job that you do in answering all the member questions.

Upvote 0

Read Answer Asked by Arnold on November 25, 2016

• Badger Infrastructure Solutions Ltd. (BDGI $63.61)
  • $63.61 P/E (TTM): 24.89X Cap: $2.09B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.

Upvote 0

Read Answer Asked by Matt on November 25, 2016

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X
  • View VNR Profile
  • View Questions on VNR

Q: Could you please comment on VNR's results. Thanks.

Upvote 0

Read Answer Asked by Gary on November 24, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Looking forward to seeing Ryan on Market Call @ 10am PT.so have cancelled my previous appointment

Upvote 0

Read Answer Asked by Peter on November 24, 2016

• Sherritt International Corporation (S $0.19)
  • $0.19 Cap: $94M
  • View S Profile
  • View Questions on S

Q: I noticed that Sherritt has taken a jump this morning. Have any of the fundamentals changed to warrant a buy at this time or is the high debt still a major concern?

Thanks for the great service....Don

Upvote 0

Read Answer Asked by don on November 24, 2016

• People Corporation (PEO $15.21)
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO
• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
  • View MSI Profile
  • View Questions on MSI

Q: Hello 5i team,
Is there an overlap between the two? I already own MSI
Thanks,
Antoine

Upvote 0

Read Answer Asked by Antoine on November 24, 2016

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.92)
  • $48.92 P/E (TTM): 128.5X Cap: $13.28B
  • View CU Profile
  • View Questions on CU

Q: Long term owners of Canadian Utilities and would appreciate an opinion of it going forward with the carbon tax and a no coal future. Our shares have more than doubled in price (taxable account) and it has been good up to now if this effects your opinion. THANKS AS ALWAYS

Upvote 0

Read Answer Asked by John on November 24, 2016

• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 P/E (TTM): 37.6X
  • View POT Profile
  • View Questions on POT

Q: I appreciate that the key driver for Potash stock performance is pricing. Having said that, Potash owns ~ 1/3 of Sociedad Quimica Y Minera in Chile. In addition to potash, SQM produces lithium, described by some as the "gasoline of the future" for its use in making batteries. Does 5i feel SQM's lithium potential is under-represented in Potash's stock price, or is it insignificant in the total picture for the company?

Upvote 0

Read Answer Asked by Edward on November 24, 2016

• Bank of America Corporation (BAC $47.56)
  • $47.56 P/E (TTM): 12.36X Cap: $335.29B
  • View BAC Profile
  • View Questions on BAC
• CRH Medical Corporation (CRH $4.99)
  • View CRH Profile
  • View Questions on CRH
• Knight Therapeutics Inc. (GUD $6.15)
  • $6.15 Cap: $608M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.70)
  • $172.70 P/E (TTM): 133.46X Cap: $220.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $25.25)
  • $25.25 P/E (TTM): 28.84X Cap: $5.65B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Cargojet Inc. Common and Variable Voting Shares (CJT $85.91)
  • $85.91 P/E (TTM): 16.35X Cap: $1.26B
  • View CJT Profile
  • View Questions on CJT
• Spin Master Corp. Subordinate Voting Shares (TOY $18.55)
  • $18.55 P/E (TTM): 24.86X Cap: $1.86B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Colabor Group Inc. (GCL $0.04)
  • $0.04 Cap: $4M
  • View GCL Profile
  • View Questions on GCL

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Upvote 0

Read Answer Asked by daniel on November 24, 2016

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • View MIC Profile
  • View Questions on MIC

Q: Please, any comments on MIC-N this is for my US account.

Jean Guy

Upvote 0

Read Answer Asked by Jean Guy on November 24, 2016

• Geodrill Limited Ordinary Shares (GEO $3.37)
  • $3.37 P/E (TTM): 13.32X Cap: $163M
  • View GEO Profile
  • View Questions on GEO

Q: GEO recently reported earnings that seemed quite decent. Could you please comment and provide opinion on whether it's a buy at this point. I'm considering increasing to a full position.

thanks

Upvote 0

Read Answer Asked on November 24, 2016

• People Corporation (PEO $15.21)
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO
• Sylogist Ltd. (SYZ $3.68)
  • $3.68 Cap: $85M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC

Q: For some of the larger cap more established companies listed on the venture, what are the requirements to be upgraded to the TSX? Do you see the example companies as being likely candidates in the coming 12 months?

Upvote 0

Read Answer Asked by Renata on November 24, 2016

• Canadian Life Companies Split Corp. Class A Shares (LFE $6.85)
  • $6.85 P/E (TTM): 8.93X Cap: $77M
  • View LFE Profile
  • View Questions on LFE

Q: Please give your opinion on LFE split shares which seem ready to resume dividends.

Upvote 0

Read Answer Asked by Graham on November 24, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello 5i team,
I own all the holdings in the balanced portfolio except AEM and SYZ and own BCE instead of T
Of the growth portfolio, I own DHX, ECN, EFN, GUD, OTC and PLI; do you prefer others
Of the income portfolio, I only own BEP; which other 4 would you consider?
Thanks,
Antoine

Upvote 0

Read Answer Asked by Antoine on November 24, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.27)
  • $68.27 P/E (TTM): 24.27X Cap: $33.40B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Is it to late to buy this company?

Thank You
Craig

Upvote 0

Read Answer Asked by Craig on November 24, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • View NYX Profile
  • View Questions on NYX

Q: Hi, Could you give us your thoughts on NYX's last 1/4, I thought it was pretty good but the market's response was meh.
Thanks

Upvote 0

Read Answer Asked by Greg on November 24, 2016

• AltaGas Ltd. (ALA $47.63)
  • $47.63 P/E (TTM): 19.22X Cap: $15.07B
  • View ALA Profile
  • View Questions on ALA
• Emera Incorporated (EMA $73.44)
  • $73.44 P/E (TTM): 19.85X Cap: $22.24B
  • View EMA Profile
  • View Questions on EMA
• Algonquin Power & Utilities Corp. (AQN $8.77)
  • $8.77 Cap: $6.68B
  • View AQN Profile
  • View Questions on AQN
• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
  • View RNW Profile
  • View Questions on RNW

Q: I currently hold ALA and RNW .Would like to add AQN or EMA , which would you add ? Or would you add NWC instead.Please Place in order of preference. Thanks.

Upvote 0

Read Answer Asked by John on November 24, 2016

• Enerflex Ltd. (EFX $28.66)
  • $28.66 P/E (TTM): 41.4X Cap: $3.49B
  • View EFX Profile
  • View Questions on EFX

Q: EFX is going up nicely! Is it too late to Buy? Thanks, Austin

Upvote 0

Read Answer Asked by Austin on November 24, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When you stated that people are moving out of dividend paying and into growth stocks do you think this is short term investments?I am a long term dividend investor.Should I follow the crowd?

Upvote 0

Read Answer Asked by Kim on November 24, 2016