Investment Q&A

• Wheaton Precious Metals Corp. (WPM $190.62)
  • $190.62 P/E (TTM): 63.91X Cap: $86.54B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• SSR Mining Inc. (SSRM $38.86)
  • $38.86 P/E (TTM): 15.88X Cap: $7.88B
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Q: Can I have your view on this company? Do you have any better silver company to invest or trade ? Thanks,


Cindy

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Read Answer Asked by Cindy on February 22, 2017

• Richards Group Inc. (RIC $27.75)
  • $27.75 P/E (TTM): 15.23X Cap: $318M
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Q: Hi 5i Team,

Ric dropped over 8% today, were the annual results that bad?

Thanks,

Pat.

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Read Answer Asked by Patrick on February 22, 2017

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.98)
  • $46.98 P/E (TTM): 17.88X Cap: $678M
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Q: Hello,

I am looking to invest into the small cap sector and would like to know if there is a global small cap etf you can suggest, preferably in CND funds. If there isn't any global EFT which options would you recommend?

Thank you

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Read Answer Asked by Rino on February 22, 2017

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.03)
  • $43.03 P/E (TTM): 16.81X Cap: $1.12B
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Q: Hi, would you still consider Cdz to be your favourite Canadian ETF for a person seeking a 4% dividend and a little stability, for the next 5+ years. I got full positions in financial,Heath and Tech. stock. The rest of the sectors about 1/2 to 3/4 position.
Or would you consider a different ETF. Would like to stay in Canada
Thanks,Brad

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Read Answer Asked by Brad on February 22, 2017

• Athabasca Oil Corporation (ATH $9.10)
  • $9.10 P/E (TTM): 18.49X Cap: $4.35B
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Q: Athabasca Notes are due Nov.19, 2017, which could be option no. three (3). Also, which tender offer is BEST one or two?
Option 1:To receive the total consideration of $1,004.25 CAD, which includes an early tender payment of $30.00 CAD,for each $1,000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lien Notes due Nov. 19, 2017 tendered.
Option 2: To receive the tender offer consideration of $974.25 CAD for each $1000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lienh Notes due Nov.19,2017 tendered. Again, which option is the best and why?

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Read Answer Asked by Herbert on February 22, 2017

• Athabasca Oil Corporation (ATH $9.10)
  • $9.10 P/E (TTM): 18.49X Cap: $4.35B
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Q: Just read the answer to the Nov 2017 notes offering. Just want to make sure I'm doing the math correctly. I read they are paying 1004.25/1000 which is only 100.425/100, so basically no premium. If I hold to maturity in 9 months it's 7.5% - 0.425 = 7.06% return. If I tender the offer it's 3 months interest of about 1.88% + 0.425 = 2.3% + interest made on a new investment. I would need to make 4.76% in 9 months (so a bond paying 6.3% annualy) to break even. I understand the risk and that the fixed income part is supposed to be the safe part of the portfolio, but is it really that big of a risk that Athabasca Oil will be bankrupt in 9 months and not be able to pay the principal back?

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Read Answer Asked by Ian on February 22, 2017

• iShares Gold Bullion ETF (CGL.C $57.32)
  • $57.32 Cap: $902M
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Q: Hello 5i team. In your view, how does PHY.U compare to CEF.A, CGL and CGL.C? We own units in the latter three, but are looking to add some more gold/silver bullion units to our portfolio. Thanks.

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Read Answer Asked by Thomas on February 22, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $18.69)
  • $18.69 P/E (TTM): 24.86X Cap: $1.87B
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Q: What are the consensus revenue and earnings for Spin Master for their March reporting? Do you have an inkling on the impact of record Xmas sales vs. some returns for Hatchimals on the earnings? It's a 3% holding so I'm trying to gauge the present risk vs. Reward.

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Read Answer Asked by Kel on February 22, 2017

• ATS Corporation (ATS $39.55)
  • $39.55 Cap: $3.87B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.66)
  • $63.66 P/E (TTM): 54.87X Cap: $674M
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Q: My daughter would like to invest in something Robotics related in her RRSP...thinking long term. Would ATA be a good offering even though it is near a high?
Any other ideas? Would XIT be too broad?
Much appreciated, Paul

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Read Answer Asked by Paul on February 21, 2017

• Alaris Equity Partners Income Trust (AD.UN $20.22)
  • $20.22 P/E (TTM): 5.63X Cap: $916M
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X
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Q: I AM PRESENTLY BREAKING EVEN WITH AD. I HAVE SOME RESERVATIONS ABOUT ITS FUTURE PERFORMANCE. THEREFORE, I THOUGHT IT WOULD BE A GOOD IDEA TO SWITCH IT FOR ZCL. I HAVE AD IN MY TFSA AND THIS WOULD BE A LONG TERM HOLD. WOULD THIS BE A GOOD IDEA?
THANKS
JANE

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Read Answer Asked by Jane on February 21, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: What is your opinion on the sale of the power business just announced? If the power business was largely carbon-based, it theoretically could be positive, I suppose.

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Read Answer Asked by Carl on February 21, 2017

• Canadian National Railway Company (CNR $145.33)
  • $145.33 P/E (TTM): 19.0X Cap: $88.85B
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• Canadian Pacific Kansas City Limited (CP $112.18)
  • $112.18 P/E (TTM): 24.78X Cap: $101.05B
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• WSP Global Inc. (WSP $225.38)
  • $225.38 P/E (TTM): 29.81X Cap: $30.38B
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• NFI Group Inc. (NFI $17.85)
  • $17.85 Cap: $2.12B
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• Magna International Inc. (MG $76.78)
  • $76.78 P/E (TTM): 18.84X Cap: $21.63B
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Q: For industrials I have CP CNR WSP and MG. I would like to add one more to this sector. Do you have a favourite pick for medium and/or long term hold?

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Read Answer Asked by Terry on February 21, 2017

• Miscellaneous (MISC)
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Q: For a balanced portfolio what would you recommend for the money market /cash portion?

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Read Answer Asked by mitchell on February 21, 2017

• Miscellaneous (MISC)
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Q: Could I please get your opinion of these two funds Thanx Robbie

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Read Answer Asked by Robert on February 21, 2017

• Maxar Technologies Inc. (MAXR $70.54)
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Q: I just got rid of HCG from my TFSA after watching it go down 20, 30, 40, finally almost 50% from when i bought it. MDA, also in my TFSA, seems to be embarking on the same course. Is there hope for it, or should I bite the bullet and abandon it as well?

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Read Answer Asked by M.S. on February 21, 2017

• StorageVault Canada Inc. (SVI $4.58)
  • $4.58 Cap: $1.67B
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Q: Please give me your thoughts on this company

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Read Answer Asked by nico on February 21, 2017

• iShares Convertible Bond Index ETF (CVD $18.40)
  • $18.40 P/E (TTM): 35.13X Cap: $117M
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Q: Are there any convertible debentures that you would consider purchasing currently?

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Read Answer Asked by John on February 21, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.36)
  • $86.36 P/E (TTM): 19.22X Cap: $15.17B
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Q: Hi,

I see on your coverage summary that you have CCL listed as basic materials, however TSX lists it as consumer cyclical. Can you confirm which category it falls into? Could it be somewhat industrial as well?

Thanks!

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Read Answer Asked by Keith on February 21, 2017

• Miscellaneous (MISC)
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Q: I have been thinking about adding medical services to my portfolio.
There are several, in your opinion which one would you be better for the long term and dividend.

John

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Read Answer Asked by John on February 21, 2017

• Melcor Developments Ltd. (MRD $18.31)
  • $18.31 P/E (TTM): 9.55X Cap: $550M
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Q: I am interested in finding a few housing construction / housing sales related companies with good regional exposure to the GTA. Do you know of any such companies that exist? Thank you,

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Read Answer Asked by Liam on February 21, 2017