Investment Q&A

• Methanex Corporation (MX $53.34)
  • $53.34 P/E (TTM): 11.53X Cap: $3.61B
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• Superior Plus Corp. (SPB $7.50)
  • $7.50 P/E (TTM): 30.51X Cap: $1.68B
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• Chemtrade Logistics Income Fund (CHE.UN $12.89)
  • $12.89 P/E (TTM): 12.2X Cap: $1.45B
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Q: Hello 5i team,
I own a full position of CHE since 2012 and my total return of over 10% compound annual is mostly yield. As of recently, I also own half a position in MX. The other player in the field is SPB which I do not own.
(1) If you had to select only one, would it be MX?
(2) Is there a case to be made owning a position in all 3?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 10, 2017

• Tahoe Resources Inc. (THO $4.95)
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Q: This stock has been beaten up in the last couple of months. Is there a problem? What is the insider position? Your opinion please?

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Read Answer Asked by Alan on January 10, 2017

• Stella-Jones Inc. (SJ $79.44)
  • $79.44 P/E (TTM): 13.56X Cap: $4.36B
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• Open Text Corporation (OTEX $48.71)
  • $48.71 P/E (TTM): 13.83X Cap: $12.06B
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• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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• Savaria Corporation (SIS $20.48)
  • $20.48 P/E (TTM): 27.16X Cap: $1.46B
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• goeasy Ltd. (GSY $209.38)
  • $209.38 P/E (TTM): 12.79X Cap: $3.36B
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Q: I currently hold these stocks in my TFSA. I want to max out my TFSA account for 2017. I have equal positions in all. Would you recommend to add to the exiting stocks or add a new stock(s) like SHOP, TOY, or KXS. Current holding are in the six figures. Thanks for your input.

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Read Answer Asked by David on January 10, 2017

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: Given the most recent pullback HBC has come on my radar list as a value play. I'm going to be looking into it today. What are your thoughts? Do you think the decline in share price will force management to create value through their real estate holdings are possibly take the Company private?

Thanks,
Jason

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Read Answer Asked by Jason on January 10, 2017

• Silicon Motion Technology Corporation (SIMO $83.70)
  • $83.70 P/E (TTM): 32.02X Cap: $2.70B
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Q: Hello,
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke

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Read Answer Asked by luke on January 10, 2017

• McDonald's Corporation (MCD $305.94)
  • $305.94 P/E (TTM): 27.61X Cap: $223.01B
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• Jack In The Box Inc. (JACK $18.27)
  • $18.27 Cap: $385M
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Q: Hi 5i,

Looking for a US fast food company with a good dividend other than McDonald's, any ideas.

Thanks,

Upvote 1

Read Answer Asked by Mark on January 10, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Spartan Energy Corp. (SPE $6.68)
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Q: would you be a buyer of these co.s or do you see any problems.

thanks donald.

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Read Answer Asked by donald on January 10, 2017

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

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Read Answer Asked by Alexandra on January 10, 2017

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
  • Cap: $10M
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Q: If I believe TSX and US Indices are overvalued and will decline in near future.
is there an ETF that I can invest in based on this view.

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Read Answer Asked by Harpinder on January 10, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.92)
  • $79.92 P/E (TTM): 17.33X Cap: $14.16B
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• Winpak Ltd. (WPK $41.26)
  • $41.26 P/E (TTM): 13.55X Cap: $2.54B
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Q: Which of CCL and WPK is the better investment ?

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Read Answer Asked by Robert on January 10, 2017

• Miscellaneous (MISC)
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Q: I'm in borderline Top 1% Tax Bracket, so I'm looking for a Flow Thro Fund. The Sprott 2016 Short Duration closed early, run by Eric Nutall. Can you recommend another? And, since I'm maxed out in my RRSP & TFSA, is it ok in a Margin/Cash a/c?

Many Thank

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Read Answer Asked by Austin on January 10, 2017

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $177M
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Q: Results look good. Did they beat?

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Read Answer Asked by gordon on January 10, 2017

• Chemtrade Logistics Income Fund (CHE.UN $12.89)
  • $12.89 P/E (TTM): 12.2X Cap: $1.45B
  • View CHE.UN Profile
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Q: A $400MM bought deal at $18.35 was just announced and trading is temporarily halted. If the share price drops to near this level, would you view it a a good entry point? How would you rate Chemtrade for income and possibly some growth? Are there better alternatives? Thinking of 1/2 position.

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Read Answer Asked by David on January 10, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Can I please get your latest read on short interest and insider ownership for ClearWater Seafoods? Are either concerning? I'm looking to take a position on recent weakness. Thanks.

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Read Answer Asked by Scott on January 10, 2017

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.71)
  • $14.71 P/E (TTM): 20.06X Cap: $396M
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Q: Appreciate your thoughts on Corby, which I've owned for several years with a small price appreciation. Dividend is nice but stock won't go up. I already own Andrew Peller, would you recommend selling Corby and do you have any advice on replacement consumer discretionary.
Thank you.

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Read Answer Asked by richard on January 10, 2017

• Southern Company (The) (SO $91.56)
  • $91.56 P/E (TTM): 23.47X Cap: $100.33B
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Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don

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Read Answer Asked by Donald on January 10, 2017

• Miscellaneous (MISC)
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Q: Please mention sectors you feel should be over weight in Canadian and US markets. Intuitively, in expanding economy I would pick Consumer Discretionary, Industrial and Technology. You may have different answer for Canada and US.

What proportion of portfolio should be in US stocks.

Thing you

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Read Answer Asked by Shah on January 10, 2017

• Pollard Banknote Limited (PBL $19.32)
  • $19.32 P/E (TTM): 14.32X Cap: $515M
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Q: What is your opinion on pollard banknote?

Thanks,

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Read Answer Asked by Marcel Roger on January 10, 2017

• Canopy Growth Corporation (WEED $1.93)
  • $1.93 Cap: $534M
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Q: What are your views about marijuna co's. Are there any blue chip co's you would recommend. Thank you.

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Read Answer Asked by Vinod on January 10, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
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Q: Please comment on this mornings posting by Dividend Sensei inSeeking Alpha where he is very bearish on BEP.UN.
Thanks
Frank

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Read Answer Asked by Frank on January 10, 2017