Investment Q&A

• Horizons Active Floating Rate Preferred Share ETF (HFP)
  • Cap: $45M
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• Global X Active Preferred Share ETF (HPR $10.11)
  • $10.11 P/E (TTM): 8.39X Cap: $942M
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Q: hello 5i:
could you detail the differences between HFP and HPR, please, and what type of interest rate environment would be optimum for each? Would holding BOTH be a strategy and is it necessary?
And, could you include backtest results as to what could be expected in the case of an extreme drawdown?
thanks
Paul L

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Read Answer Asked by Paul on September 14, 2017

• Imaflex Inc. (IFX $1.26)
  • $1.26 P/E (TTM): 11.82X Cap: $67M
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Q: Imaflex is the company I want to ask about. I have been following it for a while. It seems it has moved to another level with some profit traction. Are you aware of it and, if so, what do you think? Is it a further buy at the current price range? Thank you

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Read Answer Asked by Carl on September 14, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $63.08)
  • $63.08 P/E (TTM): 99.0X Cap: $1.08B
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Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

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Read Answer Asked by Ben on September 14, 2017

• Miscellaneous (MISC)
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Q: If you had some funds to invest at this time, would you recommend Europe, Canada or US. Please rank with reasons. Thank you

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Read Answer Asked by Ignatius on September 14, 2017

• iShares Biotechnology ETF (IBB $131.71)
  • $131.71 P/E (TTM): 41.5X Cap: $5.37B
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Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

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Read Answer Asked by Tim on September 14, 2017

• Miscellaneous (MISC)
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Q: for those interested this is the President of JP morgan comments on Bitcoin...
https://www.cnbc.com/2017/09/12/jpmorgan-ceo-jamie-dimon-raises-flag-on-trading-revenue-sees-20-percent-fall-for-the-third-quarter.html

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Read Answer Asked by claude on September 14, 2017

• Gibson Energy Inc. (GEI $25.33)
  • $25.33 P/E (TTM): 25.92X Cap: $4.15B
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Q: Hi gang, do you think the company's announcement of expansion at Hardisty will lead to some sort of equity offering of financing? Do you think this is still a buy now or wait and see?
Thank you AEO

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Read Answer Asked by Alan on September 14, 2017

• Chicago Bridge & Iron Company N.V. (CBI $16.39)
  • $16.39 Cap: $6.07B
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Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

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Read Answer Asked by Gord on September 14, 2017

Q: Brookfield has a new offering - 4.75% rate reset preference shares, Series 48. Would this make a good addition to an RRSP?

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Read Answer Asked by Brad on September 14, 2017

• Vishay Precision Group Inc. (VPG $27.20)
  • $27.20 P/E (TTM): 119.22X Cap: $363M
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Q: Can you tell me about this company, and would you consider it a momentum stock?

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Read Answer Asked by Elaine or Gerry on September 14, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Should we take the PPL shares or take cash and buy ENB?

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Read Answer Asked by Robert on September 14, 2017

• Chartwell Retirement Residences (CSH.UN $18.34)
  • $18.34 P/E (TTM): 86.14X Cap: $5.10B
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• Knight Therapeutics Inc. (GUD $6.34)
  • $6.34 P/E (TTM): 62.28X Cap: $637M
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• iShares Russell 2000 Growth ETF (IWO $292.63)
  • $292.63 P/E (TTM): 4.55X Cap: $11.71B
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Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.

Other options are:

Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF

Or just keep it simple and add IWO.

As always thanks for the guidance.

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Read Answer Asked by Colin on September 14, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $21.02)
  • $21.02 P/E (TTM): 18.56X Cap: $2.15B
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Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

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Read Answer Asked by Walter on September 14, 2017

• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 76.19X Cap: $30.10B
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• Enbridge Inc. (ENB $64.91)
  • $64.91 P/E (TTM): 22.71X Cap: $141.17B
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• Methanex Corporation (MX $44.74)
  • $44.74 P/E (TTM): 11.26X Cap: $3.01B
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• WSP Global Inc. (WSP $279.95)
  • $279.95 P/E (TTM): 51.95X Cap: $35.81B
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• Stella-Jones Inc. (SJ $77.93)
  • $77.93 P/E (TTM): 13.17X Cap: $4.13B
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• NFI Group Inc. (NFI $18.45)
  • $18.45 Cap: $2.18B
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• Magna International Inc. (MG $58.03)
  • $58.03 P/E (TTM): 10.53X Cap: $16.77B
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• Premium Brands Holdings Corporation (PBH $91.85)
  • $91.85 P/E (TTM): 34.8X Cap: $4.06B
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• Savaria Corporation (SIS $21.00)
  • $21.00 P/E (TTM): 29.45X Cap: $1.52B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.

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Read Answer Asked by Alan on September 14, 2017

• Ballard Power Systems Inc. (BLDP $2.53)
  • $2.53 Cap: $761M
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Q: Does the news justify the breakout?

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Read Answer Asked by gordon on September 13, 2017

• Savaria Corporation (SIS $21.00)
  • $21.00 P/E (TTM): 29.45X Cap: $1.52B
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Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

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Read Answer Asked by Jerry on September 13, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.50)
  • $205.50 P/E (TTM): 127.36X Cap: $269.28B
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Q: Hello thanks for the great service, in the years I have been a member my wins are far exceeding my losses. SHOP has been going up like crazy so I sold some for balancing purposes and still know a number of shares. Is there any news on why it is moving up so fast I cannot find anything?.
Thanks

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Read Answer Asked by Kolbi on September 13, 2017

• Cineplex Inc. (CGX $10.28)
  • $10.28 Cap: $657M
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Q: We have done well with this stock over the years, sold earlier in the year when it was over $50. Is it time to get back in?
Thanks a lot
John Follis

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Read Answer Asked by John on September 13, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Good Morning 5i,

Yesterday I read an article in the Financial Post that was talking about how the Liberal govt was planning on putting aside 25% of the existing total allowable catch of Arctic surf clams to issue a new license that will be open to expressions of interest from “Indigenous entities” from the four Atlantic provinces and Quebec. I hold shares in CLR and I'm concerned that this could be a potentially massive setback to the companies operation. Especially since they have recently been investing heavily in new ships.

Is this old news and already accounted for in the share price? Or do you think this is the time to sell my shares in the company?

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Read Answer Asked by Tristan on September 13, 2017