Investment Q&A

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.64)
  • $4.64 P/E (TTM): 21.78X Cap: $44M
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Q: What are your thoughts on the most recent quarterly report from SWP? Would you be a buyer at this level?
Thanks for great service.

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Read Answer Asked by Robert on November 12, 2018

• MCAN Mortgage Corporation (MKP $21.05)
  • $21.05 P/E (TTM): 11.38X Cap: $818M
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Q: Hi MKP stock fell when the dividend was decreased, plus management changes; earnings released yesterday looked ok, do you think the reaction was overblown? What's your opinion of this stock, ok to long term hold or would you get out as I have a full position? Thanks.

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Read Answer Asked by Kim on November 12, 2018

Q: Hi 5i team - Could you please provide a brief summary of Aston Bay Resources including cash on hand, debt, insider ownership/recent buying or selling, it's main project(s) and if possible your opinion of the management/geology team. Thanks.

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Read Answer Asked by Rob on November 12, 2018

• TELUS Corporation (T $22.10)
  • $22.10 P/E (TTM): 34.53X Cap: $33.45B
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• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: May you provide an assessment of the earnings announced today by T and ITP?

Thank you,

Joseph

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Read Answer Asked by Joseph on November 12, 2018

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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• AirBoss of America Corp. (BOS $5.33)
  • $5.33 Cap: $144M
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Q: Can you comment on the earnings of ITP and BOS?

Thanks
Amy

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Read Answer Asked by Amy on November 12, 2018

• iShares Core Dividend Growth ETF (DGRO $65.25)
  • $65.25 P/E (TTM): 45.57X Cap: $32.81B
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Q: You had mentioned in an earlier question that DGRO would be needed to be on form 1135. If DGRO was held in a RSP is this still the case?

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Read Answer Asked by Ozzie on November 12, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Hello 5i,
GS has a CFO of 46 million and pays 74 million in dividends giving a payout ratio of 161%. When using P/E we have 1.00 / 1.21 giving a payout ratio of 83%. This seems to be turning the 5i suggestion of using div / cfo upside down. Do we do just take the formula most expedient or is the dividend in real danger?
Thank you
Stanley

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Read Answer Asked by STANLEY on November 12, 2018

• Ventas Inc. (VTR $68.57)
  • $68.57 P/E (TTM): 159.47X Cap: $31.16B
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Q: I am interested in this healthcare REIT as it has 6% dividend and the company has never reduced their dividend, even during the 2008 mess. I realize you do not follow U.S. txt much, but your opinion of this company would be appreciated.
Many thanks,
Jen

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Read Answer Asked by Jennifer on November 12, 2018

• Mawer Balanced Fund Series A (MAW104 $38.64)
  • $38.64 P/E (TTM): 17.4X Cap: $4.79B
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Q: This Question is about Mawer Investments. On BNN Bloomberg this morning there is a report from Bloomberg that Mawer is considering options including possible sale. Do you have any information on this development?

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Read Answer Asked by Richard on November 12, 2018

• Lumentum Holdings Inc. (LITE $116.27)
  • $116.27 Cap: $8.06B
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Q: Is the price movement excessive based on the news? It probably does not help the poor sector momentum.

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Read Answer Asked by fwb181 on November 12, 2018

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 P/E (TTM): 17.5X Cap: $67M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• ECN Capital Corp. (ECN $2.85)
  • $2.85 P/E (TTM): 104.04X Cap: $802M
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Q: Most small caps are down in this market and continue to fall.Of the above stocks,would you consider all as holds? The average retail investor like me doesn’t want to buy these stocks until prices stabilize, but must accept lower prices to sell them.Selling just contributes to the declines,especially on stocks with lower volume.
Can you rate these in order of preference?

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Read Answer Asked by Allen on November 12, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Pollard Banknote Limited (PBL $21.35)
  • $21.35 P/E (TTM): 14.72X Cap: $577M
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Q: Over the next three years, please rank these companies in order of your expected capital gains. Thank you.

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Read Answer Asked by Richard on November 12, 2018

• Vermilion Energy Inc. (VET $10.34)
  • $10.34 Cap: $1.59B
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Q: Are you aware of the underlying reason(s) Vermillion has dumped since its Oct. 25th earnings release? Some production up, some down, +280% boe US increase production helped by Powder River Basin acquisition in Wyoming but no big announcement. Your rating of VET and short term/long term outlooks would be appreciated.

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Read Answer Asked by Ted on November 12, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I have taken a loss on shares which I own of the Stars Group (TSG) in my US investment account. If I sell these shares, and then immediately buy the Stars Group (TSGI) shares for my Canadian investment account, am I still allowed to deduct my tax loss from my US account? In other words, are the US shares (TSG) and the Canadian shares (TSGI) considered unique for the purpose of tax deduction on a loss? Thank you.

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Read Answer Asked by Dale on November 12, 2018

• Kinaxis Inc. (KXS $199.65)
  • $199.65 P/E (TTM): 428.71X Cap: $5.60B
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Q: The sudden drop in price by 17% is alarming.
Is this the chance to BUY more of a promising business model
or is this a signal to SELL ?

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Read Answer Asked by Guenter on November 12, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Regarding the Company debt at around 5.1Bln, at what rate of repayment would you consider to be on the right track? You mention their ability to generate FCF and the need to reduce debt and by extension interest expense, so what would you determine to be a positive level of debt repayment?

Thanks

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Read Answer Asked by Kelly on November 12, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $159.70)
  • $159.70 P/E (TTM): 15.99X Cap: $8.81B
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Q: Your analysis of Canadian Tire earnings please.

Sheldon

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Read Answer Asked by Sheldon on November 12, 2018

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.87)
  • $96.87 Cap: $2.07B
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• iShares Core Dividend Growth ETF (DGRO $65.25)
  • $65.25 P/E (TTM): 45.57X Cap: $32.81B
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Q: For US dividends, why own VGG (MER = 0.30% , div. yield = 1.34%) vs. DGRO (0.08%, 2.44%)?

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Read Answer Asked by Patrik on November 12, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.33)
  • $5.33 P/E (TTM): 23.17X Cap: $231M
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Q: Can you please comment on their earnings released last night? Thanks

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Read Answer Asked by Michael on November 12, 2018

• AltaGas Ltd. (ALA $41.27)
  • $41.27 P/E (TTM): 15.81X Cap: $12.34B
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Q: Hello 5i team: ALA was originally at a20% weight in my tfsa.now ALA is down 50%.considering no tax loss advantage would you suggest I dump it ? I have read other answers. I hold all the energy I want in my open account. Any Best case replacement to regain my loss?or hold? Time frame not an issue. Thanks Larry

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Read Answer Asked by Larry on November 12, 2018