Investment Q&A

• Stella-Jones Inc. (SJ $74.50)
  • $74.50 P/E (TTM): 13.17X Cap: $4.13B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Open Text Corporation (OTEX $38.65)
  • $38.65 P/E (TTM): 11.85X Cap: $10.27B
  • View OTEX Profile
  • View Questions on OTEX
• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 34.8X Cap: $4.06B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.45X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.23X Cap: $3.35B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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.

Upvote 0

Read Answer Asked by David on January 10, 2017

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
  • View HBC Profile
  • View Questions on HBC

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

Upvote 0

Read Answer Asked by Jason on January 10, 2017

• Silicon Motion Technology Corporation (SIMO $74.50)
  • $74.50 P/E (TTM): 28.9X Cap: $2.60B
  • View SIMO Profile
  • View Questions on SIMO

Q: Hello,
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke

Upvote 0

Read Answer Asked by luke on January 10, 2017

• McDonald's Corporation (MCD $307.91)
  • $307.91 P/E (TTM): 27.15X Cap: $219.72B
  • View MCD Profile
  • View Questions on MCD
• Jack In The Box Inc. (JACK $18.63)
  • $18.63 Cap: $371M
  • View JACK Profile
  • View Questions on JACK

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
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX
• Spartan Energy Corp. (SPE $6.68)
  • View SPE Profile
  • View Questions on SPE

Q: would you be a buyer of these co.s or do you see any problems.

thanks donald.

Upvote 0

Read Answer Asked by donald on January 10, 2017

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income
• Growth Portfolio (Growth)
  • View Growth Profile
  • View Questions on Growth
  • View Reports on Growth
• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

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 !

Upvote 0

Read Answer Asked by Alexandra on January 10, 2017

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
  • Cap: $10M
  • View HIX Profile
  • View Questions on HIX

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.

Upvote 0

Read Answer Asked by Harpinder on January 10, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.13)
  • $78.13 P/E (TTM): 16.1X Cap: $13.81B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Winpak Ltd. (WPK $42.09)
  • $42.09 P/E (TTM): 13.71X Cap: $2.59B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK

Q: Which of CCL and WPK is the better investment ?

Upvote 0

Read Answer Asked by Robert on January 10, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Austin on January 10, 2017

• Sylogist Ltd. (SYZ $9.37)
  • $9.37 Cap: $219M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Results look good. Did they beat?

Upvote 0

Read Answer Asked by gordon on January 10, 2017

• Chemtrade Logistics Income Fund (CHE.UN $11.19)
  • $11.19 P/E (TTM): 10.25X Cap: $1.28B
  • View CHE.UN Profile
  • View Questions on CHE.UN

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.

Upvote 0

Read Answer Asked by David on January 10, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
  • View CLR Profile
  • View Questions on CLR

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.

Upvote 0

Read Answer Asked by Scott on January 10, 2017

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.97)
  • $14.97 P/E (TTM): 21.48X Cap: $424M
  • View CSW.A Profile
  • View Questions on CSW.A

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.

Upvote 0

Read Answer Asked by richard on January 10, 2017

• Southern Company (The) (SO $95.35)
  • $95.35 P/E (TTM): 22.71X Cap: $104.88B
  • View SO Profile
  • View Questions on SO

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

Upvote 0

Read Answer Asked by Donald on January 10, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Shah on January 10, 2017

• Pollard Banknote Limited (PBL $21.51)
  • $21.51 P/E (TTM): 15.0X Cap: $582M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL

Q: What is your opinion on pollard banknote?

Thanks,

Upvote 0

Read Answer Asked by Marcel Roger on January 10, 2017

• Canopy Growth Corporation (WEED $1.45)
  • $1.45 Cap: $155M
  • View WEED Profile
  • View Questions on WEED

Q: What are your views about marijuna co's. Are there any blue chip co's you would recommend. Thank you.

Upvote 0

Read Answer Asked by Vinod on January 10, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $22.96B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Please comment on this mornings posting by Dividend Sensei inSeeking Alpha where he is very bearish on BEP.UN.
Thanks
Frank

Upvote 0

Read Answer Asked by Frank on January 10, 2017

• Alaris Equity Partners Income Trust (AD.UN $18.65)
  • $18.65 P/E (TTM): 4.48X Cap: $849M
  • View AD.UN Profile
  • View Questions on AD.UN
• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.04X Cap: $3.46B
  • View EIF Profile
  • View Questions on EIF

Q: Hi 5i Team,

Which stocks pay their dividends monthly instead of quarterly?

Thanks,

Henry

Upvote 0

Read Answer Asked by Henry on January 10, 2017

• Collective Mining Ltd. (CNL $13.43)
  • $13.43 Cap: $1.13B
  • View CNL Profile
  • View Questions on CNL

Q: what is your opinion on this companies prospects for the next year?

Upvote 0

Read Answer Asked by Kimberley on January 10, 2017