Investment Q&A

• Jardine Matheson Holdings (JMHLY)
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Q: Hi Peter,
David Driscoll recently recommended JMHLY (Jardine Matheson) as a good way to play Asia, and Lindsay Corp as a good commodity/industrial play. Would appreciate if you have thoughts on either of these for purchases outside Canada in US$.
Thank you, Paul

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Read Answer Asked by Paul on January 29, 2018

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: Any reason to hold to Argonaut for another 12-24 months ? Have hold it for a few years and still down quite a bit. Thank you for your update.

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Read Answer Asked by Pierre on January 29, 2018

• ONEX Corporation Subordinate Voting Shares (ONEX $113.30)
  • $113.30 P/E (TTM): 13.14X Cap: $7.96B
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Q: I purchased BAM.A on Dec 15th ar $ 56.10 . It is now at $ 51.50. Shortly after I purchased it they and ONEX announced a joint deal to take over a UK real estate company. Since then both stocks have tanked. Is there something in that announcement that has hit the price of both Companies Thanks 5I .RAK

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Read Answer Asked by bob on January 29, 2018

• Village Farms International Inc. (VFF $8.12)
  • $8.12 Cap: $912M
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Q: Have recently been looking at this company which is trading at about $9.00 per share. What are your views on this company and would it be a buy @ $9.00. Thanks again…..Dennis

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Read Answer Asked by Dennis on January 29, 2018

• Klondex Mines Ltd. (KDX $3.07)
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Q: Could you please give me opinion on Klondex Mines I am thinking about buying some shares

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Read Answer Asked by John on January 29, 2018

• iShares S&P/TSX Global Gold Index ETF (XGD $35.64)
  • $35.64 P/E (TTM): 106.6X Cap: $2.50B
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Q: hi folks:
what would be your choices for investments (etf or mutual funds) in the commodity space?

specifically is there one holding which covers all commodities from coffee to oils, or would a more narrow focus be better ie. xma, xba ?

because of the 'timing/rotation aspect of commodities in general I would not be adverse to a fund

thanks

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Read Answer Asked by Robert on January 29, 2018

• Merck & Company Inc. (MRK $80.30)
  • $80.30 P/E (TTM): 11.76X Cap: $199.89B
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• Pfizer Inc. (PFE $24.65)
  • $24.65 P/E (TTM): 17.81X Cap: $140.14B
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Q: All things being equal, which company would you choose for a long-term hold, MRK or PFE (and reasons why)?
Thanks!

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Read Answer Asked by Jake on January 29, 2018

• Revolution Lighting Technologies Inc - Ordinary Shares - Class A (RVLT $0.11)
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• Westwater Resources Inc. (WWR $0.71)
  • $0.71 Cap: $54M
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Q: Hi, I would like to get your thoughts on RVLT and WWR. Is WWR changed it's ticker some time ago?

Thanks,

Adam

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Read Answer Asked by Adam on January 29, 2018

• Miscellaneous (MISC)
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Q: Good morning Peter, Ryan, and Staff,

I notice that 5i often includes a stock in a different sector as compared to the TSX. For example, you have GSY in the Consumer Cyclical sector, but the TSX has it in the Financial sector. Could a case be made to include GSY in the Financial sector? (Has it grown a lot since 5i first started following it, and perhaps has become more "financial"?)

I am confused when looking at a stock that 5i doesn't cover. For example, several members recently have expressed interest in Pollard Banknote PBL. The TSX lists PBL as Consumer Cyclical. Would you concur? When in doubt, where can we determine the appropriate sector for a particular stock?

Thanks in advance for you insight.

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Read Answer Asked by Jerry on January 29, 2018

• Miscellaneous (MISC)
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Q: I see you use these Greek origin words often. Please explain what they mean.
Thanks,
Jim

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Read Answer Asked by James on January 29, 2018

• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 23.01X Cap: $142.20B
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• TC Energy Corporation (TRP $69.05)
  • $69.05 P/E (TTM): 16.88X Cap: $71.76B
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• AltaGas Ltd. (ALA $41.57)
  • $41.57 P/E (TTM): 15.81X Cap: $12.43B
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• Emera Incorporated (EMA $65.21)
  • $65.21 P/E (TTM): 22.68X Cap: $19.42B
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• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.08B
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• Northland Power Inc. (NPI $22.02)
  • $22.02 P/E (TTM): 22.31X Cap: $5.75B
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• Chartwell Retirement Residences (CSH.UN $18.40)
  • $18.40 P/E (TTM): 87.52X Cap: $5.21B
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Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!

Rob

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Read Answer Asked by Rob on January 29, 2018

• DR Pepper Snapple Group (DPS)
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Q: I have a significant position in Dr Pepper Snapple. Would you sell into the offer from Keurig or wait for it to close?

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Read Answer Asked by Andrew on January 29, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Update

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Read Answer Asked by j stuart on January 29, 2018

• Nuuvera Inc. (NUU $5.12)
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Q: Hi folks,please get your opinion on takeover of Nuuvera by Aphria,basically priced at $8.50 per share, a 30% premium to Nuu stock price. Would you just sell at $8.50sh??, or hold onto shares as get 0.3546 shares of Aphria when transaction closes. The combo of two companies supposedly makes Aphria, "Global leader in medical cannabis", (their words,not mine haha). Thanks for the advice and great service, jb

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Read Answer Asked by John on January 29, 2018

• Grayscale Bitcoin Trust (GBTC $94.06)
  • $94.06 Cap: $21.50B
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• BTL Group (BTL)
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• HIVE Digital Technologies Ltd. (HIVE $2.93)
  • $2.93 Cap: $589M
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• Amplify Transformational Data Sharing ETF (BLOK $59.00)
  • $59.00 P/E (TTM): 22.12X Cap: $1.17B
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Q: Howdy
Is there a tsx listing that would mirror Bitcoins movement if a person was inclined to throw money in the air on spec trade ???
Thanks ron

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Read Answer Asked by ron on January 29, 2018

• Miscellaneous (MISC)
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Q: please let me know your thoughts about:
etfc,dsg,mu,mlco,eem,cbl,eifkwh.un,bep.un,spb,vnr

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Read Answer Asked by gabriel on January 29, 2018

• FirstService Corporation (FSV $269.29)
  • $269.29 P/E (TTM): 63.65X Cap: $12.27B
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Q: I have held this stock for a few years and happy with the performance. Is it a buy sell or hold

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Read Answer Asked by david on January 29, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.64X Cap: $1.04B
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Q: I think that the capital losses of CPD in 2015 were because of the BOC reducing the bank rate and the etf owns a large % of rate reset preferreds which do much better in a rising rate environment. Please confirm and explain why CPD also experienced large capital losses in 2008. I didn't think that reset preferreds were around in 2008. Did interest rates increase in 2008 and CPD was composed of perpetual preferreds back then? Thank you 5i.

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Read Answer Asked by Richard on January 29, 2018

• Pollard Banknote Limited (PBL $21.38)
  • $21.38 P/E (TTM): 14.62X Cap: $578M
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Q: PBL has recently shot up like a rocket Is it still a buy at the current price ? thanx

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Read Answer Asked by terrance on January 29, 2018

• Income Portfolio (Income)
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Q: What would be your 3 top picks right now from your income portfolio and why? Thanks

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Read Answer Asked by Curtis on January 29, 2018