Investment Q&A

• Miscellaneous (MISC)
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Q: Hi.
Anecdotal?
During the past 5 months, my computer screen did not contain enough space (I had to scroll down) for all the new 52 weeks highs that came furiously
Just noticed over the past week my computer screen did not contain enough space (Ihad to scroll down) for all the new 52 weeks LOWS.
My personal A/D line.
CDJ

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Read Answer Asked by claude on June 21, 2017

• Balanced Equity Portfolio (BEPORT)
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• Miscellaneous (MISC)
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Q: Hello Peter,

I am planning on making a 30% capital contribution to my stock portfolio. With my holdings predominately being the Balanced Equity Portfolio, which stocks are OK to add to given the latest market activity and specific company outlook, regardless of weighting?

Thanks,
Angelo

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Read Answer Asked by Angelo on June 21, 2017

• Partners Real Estate Investment Trust (PAR.UN $0.77)
  • $0.77 Cap: $35M
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Q: I wanted to follow up on Harold's question as I am looking to add this REIT with the PRV I currently hold.

Partners website has the Payout Ratio (Distribution/ACFO) at 95.6% as per Q1 2017 which is higher than the 83% you mentioned so I was hoping for some clarification. Is it 83% on AFFO and if so what is the better measurement metric for REITS, AFFO or AFCO?
I also notice the NAV according to the company is $4.45 however the historical stock charts are not good, do you see them creating that value in the share price?

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Read Answer Asked by Craig on June 21, 2017

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Peter and His Wonder Team
GMP Capital hit a new annual low today on tremendous volume. I guess it is heavily correlated to the price of oil? If so can I expect it to fall further if oil does? I hate selling at the bottom...maybe on a green bounce...no harm or great risk in holding for awhile? Please give your current opinion.
Dr.Ernest Rivait

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Read Answer Asked by Ernest on June 21, 2017

• Richards Packaging Income Fund (RPI.UN $32.75)
  • $32.75 P/E (TTM): 16.05X Cap: $358M
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Q: Can you tell me what the earnings per share have been for Richard's Packaging for the previous 12 months and if it is a reasonable expectation to have that earnings per share number climb by 10% for the 12 months going forward?

Also, what does Richard's Packaging debt profile currently look like?

Thanks.

John

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Read Answer Asked by john on June 21, 2017

• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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Q: What is your opinion on senior management changes within a company. More specifically the recent news out of CIBC. thanks.

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Read Answer Asked by David on June 21, 2017

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: Sandvine has purchase offer at 3.80 from vector capital....made May 29 with 42 day for other offers....stock today went up to over 4.00. Any idea why can't find info on other interest....

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Read Answer Asked by Ed on June 20, 2017

• Miscellaneous (MISC)
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Q: Could you confirm that dividends of companies domiciled in Canada, regardless of the exchange they are listed on, and paid and received in US dollars still qualify for the Canadian dividend tax credit? As such, I assume that there would not be any US withholding tax (non-reg accounts). It would only be the US dividends from US corporations that would have 15% withheld?

Thank you.

Paul F.

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Read Answer Asked by Paul on June 20, 2017

• Sangoma Technologies Corporation (STC $7.83)
  • $7.83 Cap: $262M
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Q: Sangoma made a sizable acquisition this morning with little dilution. According to management comments they expect revenues to reach $45 million in Fiscal 2018. Stock seems cheap on a revenue multiple? Your thoughts?

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Read Answer Asked by Charles on June 20, 2017

• Trilogy International Partners Inc. (TRL $0.24)
  • $0.24 Cap: $21M
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Q: I would appreciate your opinion of TRILOGY INTERNATIONAL PARTNERS Inc( Symbol TRL).

Thanks!

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Read Answer Asked by Gregory on June 20, 2017

• AutoCanada Inc. (ACQ $26.40)
  • $26.40 Cap: $611M
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• Automotive Finco Corp. (AFCC $1.67)
  • $1.67 P/E (TTM): 10.67X Cap: $33M
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Q: My broker has approached me to purchase the convertible debentures of Automotive Finco Corp He thinks that it close to another Carfinco

The yield is very tempting

What are your thoughts They have just increased the dividend Do they have the cash flow to support the dividend Would the common stock be less risky

Would Autocanada be a better buy

I would appreciate your insight

Paul

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Read Answer Asked by Paul on June 20, 2017

• The Westaim Corporation (WED $30.12)
  • $30.12 Cap: $1.01B
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Q: Where do you think WED is headed at this time? How risky is it? If you took a position, what percentage would it be? Many thanks for this. Elmer

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Read Answer Asked by Elmer on June 20, 2017

• ProntoForms Corporation (PFM)
  • Cap: $78M
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Q: hi 5i team,

Just had the opp to see their mobile app which was pretty slick - i could see how easy this would be for small businesses to apply out in the field. What do you think about this early stage company. Looks like they have 50K subscribers but not making any money yet.

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Read Answer Asked by kelly on June 20, 2017

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.25X Cap: $2.22B
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Q: My question is about oil. I am thinking of buying an oil company if the oil price gets back down to $40. Is this a good idea and do you have a suggestion for a good company to buy?

Sheldon

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Read Answer Asked by Sheldon on June 20, 2017

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• Stantec Inc. (STN $149.91)
  • $149.91 P/E (TTM): 45.21X Cap: $17.09B
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Q: Are either of these a buy and hold? If you had to choose one, which would it be?
Thank you.

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Read Answer Asked by James F on June 20, 2017

• Partners Real Estate Investment Trust (PAR.UN $0.77)
  • $0.77 Cap: $35M
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Q: i HAVE JUST RECEIVED NOTICE ASKING WHETHER OR NOT I WANT TO PARTICIPATE IN A RIGHTS OFFERING. WHAT IS YOUR VIEW OF WHETHER OR NOT TO PARTICIPATE ?

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Read Answer Asked by Harold on June 20, 2017

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: I am thinking of taking a position in this REIT. Any cautions or flags?

Thanks for the advice

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Read Answer Asked by Leo on June 20, 2017

• Bank of the Ozarks Inc. (OZRK)
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Q: Gentlemen, any opinions on this US regional bank? The metrics look pretty impressive.

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Read Answer Asked by Leo on June 20, 2017

• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 22.52X Cap: $2M
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• Crown Capital Partners Inc. (CRWN $0.67)
  • $0.67 Cap: $3M
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Q: CRWN and CBL seems in the same business, which one is better?
Thanks
Tak

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Read Answer Asked by Tak on June 20, 2017

• Tucows Inc. (TC $22.80)
  • $22.80 Cap: $252M
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Q: Hello 5i team,

Could you please give me your analysis on Tucows Inc. especially earnings and growth going forward.

Thank you,
Bash

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Read Answer Asked by Bashir on June 20, 2017