Investment Q&A

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: NPC has been pretty quiet for some time. What do you think the mid-term prospects are for this company? is it a buy, sell or hold at this time?

Thanks for your help.

Dennis

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Read Answer Asked by Dennis on September 14, 2017

• Crown Castle Inc. (CCI $101.82)
  • $101.82 Cap: $44.33B
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Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

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Read Answer Asked by Richard on September 14, 2017

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Hello 5I,
with the recent move in CWB what is your opinion on long term value and why?

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Read Answer Asked by ANDREW on September 14, 2017

• Trimble Inc. (TRMB $84.47)
  • $84.47 P/E (TTM): 13.64X Cap: $20.10B
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Q: Trimble Inc. TRMB
Could you give me an opinion this US company. Things like cash flow, balance sheet, debt, % of insider ownership and whatever else you think might be important.
Thankyou
Bob

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Read Answer Asked by Robert on September 14, 2017

• Miscellaneous (MISC)
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Q: Reference to important note to John Sept.11 (misc) stating that US stocks in a Cdn ETF will pay the 15% with holding tax (even in a RRSP)) and is not recoverable.

So if I want to own an unhedged SP 500 ETF in my RRSP I should buy one that is listed on an American stock exchange to avoid the non recoverable 15% tax ? Thanks

Derek

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Read Answer Asked by Derek on September 14, 2017

• Horizons Active Floating Rate Preferred Share ETF (HFP)
  • Cap: $45M
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• Global X Active Preferred Share ETF (HPR $10.07)
  • $10.07 P/E (TTM): 8.39X Cap: $941M
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Q: hello 5i:
could you detail the differences between HFP and HPR, please, and what type of interest rate environment would be optimum for each? Would holding BOTH be a strategy and is it necessary?
And, could you include backtest results as to what could be expected in the case of an extreme drawdown?
thanks
Paul L

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Read Answer Asked by Paul on September 14, 2017

• Imaflex Inc. (IFX $1.29)
  • $1.29 P/E (TTM): 12.18X Cap: $67M
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Q: Imaflex is the company I want to ask about. I have been following it for a while. It seems it has moved to another level with some profit traction. Are you aware of it and, if so, what do you think? Is it a further buy at the current price range? Thank you

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Read Answer Asked by Carl on September 14, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $64.23)
  • $64.23 P/E (TTM): 99.0X Cap: $1.10B
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Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

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Read Answer Asked by Ben on September 14, 2017

• Miscellaneous (MISC)
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Q: If you had some funds to invest at this time, would you recommend Europe, Canada or US. Please rank with reasons. Thank you

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Read Answer Asked by Ignatius on September 14, 2017

• iShares Biotechnology ETF (IBB $137.10)
  • $137.10 P/E (TTM): 74.16X Cap: $5.60B
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Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

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Read Answer Asked by Tim on September 14, 2017

• Miscellaneous (MISC)
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Q: for those interested this is the President of JP morgan comments on Bitcoin...
https://www.cnbc.com/2017/09/12/jpmorgan-ceo-jamie-dimon-raises-flag-on-trading-revenue-sees-20-percent-fall-for-the-third-quarter.html

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Read Answer Asked by claude on September 14, 2017

• Gibson Energy Inc. (GEI $25.60)
  • $25.60 P/E (TTM): 26.31X Cap: $4.19B
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Q: Hi gang, do you think the company's announcement of expansion at Hardisty will lead to some sort of equity offering of financing? Do you think this is still a buy now or wait and see?
Thank you AEO

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Read Answer Asked by Alan on September 14, 2017

• Chicago Bridge & Iron Company N.V. (CBI $16.39)
  • $16.39 Cap: $6.07B
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Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

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Read Answer Asked by Gord on September 14, 2017

Q: Brookfield has a new offering - 4.75% rate reset preference shares, Series 48. Would this make a good addition to an RRSP?

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Read Answer Asked by Brad on September 14, 2017

• Vishay Precision Group Inc. (VPG $27.79)
  • $27.79 Cap: $369M
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Q: Can you tell me about this company, and would you consider it a momentum stock?

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Read Answer Asked by Elaine or Gerry on September 14, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Should we take the PPL shares or take cash and buy ENB?

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Read Answer Asked by Robert on September 14, 2017

• Chartwell Retirement Residences (CSH.UN $18.16)
  • $18.16 P/E (TTM): 87.62X Cap: $5.28B
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• Knight Therapeutics Inc. (GUD $6.35)
  • $6.35 P/E (TTM): 63.56X Cap: $632M
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• iShares Russell 2000 Growth ETF (IWO $304.81)
  • $304.81 P/E (TTM): 51.69X Cap: $12.28B
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Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.

Other options are:

Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF

Or just keep it simple and add IWO.

As always thanks for the guidance.

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Read Answer Asked by Colin on September 14, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.81)
  • $0.81 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.86)
  • $22.86 P/E (TTM): 19.34X Cap: $2.32B
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Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

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Read Answer Asked by Walter on September 14, 2017

• BCE Inc. (BCE $34.53)
  • $34.53 P/E (TTM): 73.41X Cap: $32.20B
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• Enbridge Inc. (ENB $65.64)
  • $65.64 P/E (TTM): 22.93X Cap: $143.16B
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• Methanex Corporation (MX $46.79)
  • $46.79 P/E (TTM): 9.63X Cap: $3.15B
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• WSP Global Inc. (WSP $284.05)
  • $284.05 P/E (TTM): 46.04X Cap: $37.07B
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• Stella-Jones Inc. (SJ $79.05)
  • $79.05 P/E (TTM): 12.89X Cap: $4.36B
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• NFI Group Inc. (NFI $18.93)
  • $18.93 Cap: $2.25B
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• Magna International Inc. (MG $62.00)
  • $62.00 P/E (TTM): 10.35X Cap: $17.47B
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• Premium Brands Holdings Corporation (PBH $94.22)
  • $94.22 P/E (TTM): 45.03X Cap: $4.20B
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• Savaria Corporation (SIS $21.29)
  • $21.29 P/E (TTM): 30.75X Cap: $1.52B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.

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Read Answer Asked by Alan on September 14, 2017