Investment Q&A

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Good morning,
Any news on why PDL had such a dramatic drop this morning? I have 1/2 position on this name, do I increase to a full position or hold off? Thx

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Read Answer Asked by Marco on March 04, 2019

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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Q: Hello
Could you comment on Artis reit earnings and give opinion on outlook?

Thank you very much
Stephane

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Read Answer Asked by Stephane on March 04, 2019

• Ravelin Properties REIT (SOT.UN $0.44)
  • $0.44 Cap: $37M
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Q: Hi All at 5i! I have held SOT for several years...it pays a good ( hopefully sustainable) dividend, but its price has meandered down over the years. It being a REIT ( mall rental) I don’t except miracle growth ...but maybe a little. What are your thoughts on it. Are there better Reits to switch to.? Cheers, Tamara

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Read Answer Asked by Tamara on March 04, 2019

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 17.1X Cap: $2.15B
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Q: Currently have both these companies in an unregistered account. I’m at break even on Toy and down 25% on NFI.

I’d like to purchase one for my TFSA and sell it from the other account. Which one do you like for growth based on current valuations?

Thanks in advance,

KC

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Read Answer Asked by Kelly on March 04, 2019

• Ravelin Properties REIT (SOT.UN $0.44)
  • $0.44 Cap: $37M
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Q: Hi can you comment on SOT.UN's results today? Still worth holding with the dividend cut?

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Read Answer Asked by Kimberely on March 04, 2019

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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Q: A few downgrades this morning. What do you see happening going forward based on news? Add, hold or reduce position?

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Read Answer Asked on March 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Can you pls tell me the revenue and eps estimates as well as reporting date?
Thx

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Read Answer Asked by Bill on March 04, 2019

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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Q: Can you comment on why Enbridge is down 6% (as of now), and how the news impacts your view of the stock? Thanks.

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Read Answer Asked by Chris on March 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
  • View NFI Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 17.1X Cap: $2.15B
  • View TOY Profile
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Q: Hi Peter and 5i team,
Grant money for our grandsons (age 5) RESP came in . The lowest weighting’s of his portfolio is NFI, TSGI, and Toy. What stock would be your top choice in topping up?
Thank you .

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Read Answer Asked by john on March 04, 2019

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.35B
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Q: Hello,
Looking to invest for new born kid(less than 6 months), putting aside 2000 to start and will invest every year. Please provide etf that would be focused on growth.. dont need this money for 20 years.
Thx

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Read Answer Asked by Mohammed on March 04, 2019

• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.99X Cap: $20.14B
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• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 24.01X Cap: $6.96B
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Q: I'm looking for a utility that can provide both yield and growth for a three year span or more. Between EMA an PKI which one will give me a better combined yield over this period? Or if there are other names out there that are preferable. Much appreciated.

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Read Answer Asked by Victor on March 04, 2019

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: I notice that Raymond James has recently given an outperform rating to GUD. I am wondering on what possible basis they could do this? This is not just an idle question. Because if they know something that I don't know, I may buy more.
thanks

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Read Answer Asked by joseph on March 04, 2019

• Miscellaneous (MISC)
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Q: We hope to (should) be debt free by the end of May this year. I will receive a substantial inheritance in June. We have zero investments outside of our property/business.
My wife and I operate a guest house and live on the property (mortgage free). This business provides us with enough income to live the lifestyle we choose. We are in our mid 40s with no kids.
I will be looking to invest $300,000 in the market that will remain there for at least 20 years. I will reinvest all dividends.
Please provide the 10 names you would purchase if it was your money. Any other advise is welcome also!

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Read Answer Asked by Lorne on March 04, 2019

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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Q: Enbridge is down 6% so far today based on the Line 3 delay. Is this delay actually significant wrt forecasting future revenues and dividend increases? Seem like quite a drop

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Read Answer Asked by Don on March 04, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Kirkland Lake dropped 2.5% Friday and is down another 7% today. Any idea what's the cause?

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Read Answer Asked by John on March 04, 2019

• Metro Inc. (MRU $93.03)
  • $93.03 P/E (TTM): 20.51X Cap: $20.01B
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Q: Amazon is expanding its grocery business in USA. Do you think it's going to do the same in Canada? What would be the impact on Canadian grocery chains? Should I sell Metro Inc. shares just in case?

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Read Answer Asked by Liping on March 04, 2019

• GreenPower Motor Company Inc. (GPV $3.70)
  • $3.70 Cap: $11M
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Q: Your comments please on Green Power's reporting? Future growth prospects? Will their new factory in Porterville start production soon?
Thanks

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Read Answer Asked by Richard on March 04, 2019

Q: Good Afternoon,
Is there a copper only ETF or just the blended base metal exposure like ZMT and XBM?
Thanks

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Read Answer Asked by Chris on March 04, 2019

• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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Q: In a questioned asked on Nov 15th your replied
“We are comfortable with HWO, but it too is down on the year and the sector still looks horrible. It will likely see some tax loss selling and we would look at this in the New Year instead. “
What are your current views on the sector and would you be a buyer of HWO today?
Thanks
John

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Read Answer Asked by John on March 04, 2019

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
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• Canadian Imperial Bank Of Commerce (CM $115.25)
  • $115.25 P/E (TTM): 14.11X Cap: $107.20B
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Q: The short and long term performance of Royal Bank has strongly outpaced CIBC. Would it be prudent to sell my CIBC shares and buy Royal Bank with the proceeds?

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Read Answer Asked by Thomas on March 04, 2019