Investment Q&A

• Pembina Pipeline Corporation (PPL)
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Q: Hi Peter, Ryan & Co.,
Can you please comment on PPL's most recent quarter - it appears to me to be good one. I hold this for income mostly, but would like to get your comments about the prospects for share price appreciation as well; the whole sector seems to be out of favour. Given the most recent results, do you anticipate dividend increases from this company going forward?
Thanks!
Brian

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Read Answer Asked by Brian on August 04, 2017

• First Capital Realty Inc. (FCR)
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Q: Hi 5i team,
Can I get your assessment of FCR's most recent quarter? Appeared to be a bit lackluster to me. Apart from interest rate sentiment that seems to keeping most REIT share prices down, are there any heightened business risks to this company given the type and location of the properties they own? And is the current payout ratio reasonable in your opinion?
Many thanks,
Brian

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Read Answer Asked by Brian on August 04, 2017

• Savaria Corporation (SIS)
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• ZCL Composites Inc. (ZCL)
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Q: ZCL--It appears it missed expected eps by 0.01 & this is 2nd Q in a row.Please your take on results & going forward. SIS reports on Aug 10 & may I have your view.If I recall,it did a financing of 2.76m shares @ $13.90 about 3 mos ago. Appreciate u usual great services & opinions

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Read Answer Asked by Peter on August 04, 2017

• ZCL Composites Inc. (ZCL)
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Q: Can you please comment on ZCL's report?
Thank you

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Read Answer Asked by Nancy on August 04, 2017

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John

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Read Answer Asked by john on August 03, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Can you provide your thoughts on PLI as a company and its outlook? Thanks.

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Read Answer Asked by Chris on August 03, 2017

• High Liner Foods Incorporated (HLF)
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• Mountain Province Diamonds Inc. (MPVD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Telo Genomics Corp. (TELO)
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• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: Hello 5i. I may just need a bit of hand holding here. I have the following stocks in a high growth portfolio. I do not need to cash anything in but do wonder if these stocks are worth holding on to? Am I missing other better opportunities? All are down from where I bought them.
ATZ,HLF,DXD,FRII,MPVD

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Read Answer Asked by David on August 03, 2017

• Seven Generations Energy Ltd. class A common shares (VII)
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Q: Any news as to why VII is down +10% today?

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Read Answer Asked by Bob on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: I thought zzz earnings were good. Same Store sales were up again. a trend that has occurred in many of the Companies past quarters. They will benefit with Sears Canada closing many of their stores. Is it a buy ? RAK

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Read Answer Asked by bob on August 03, 2017

• Great-West Lifeco Inc. (GWO)
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Q: Good morning 5i team!
Can you please provide your comments on the q2 earnings, valuation and future?
Thanks!

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Read Answer Asked by Rossana on August 03, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: Please provide your comments on their earnings. Would you be adding at this point or selling? Thank you for your great service.

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Read Answer Asked by Stella on August 03, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hello 5i. Could I please have your thoughts on AD's Sequel announcement? Is the impact here short-term, subject to AD's ability to find new royalty partners as beneficial as Sequel? The market obviously doesn't like the announcement. Thanks as always.

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Read Answer Asked by Thomas on August 03, 2017

• Sierra Wireless Inc. (SW)
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Q: Sierra Wireless reported I thought fairly good results and made an acquisition which should bear fruit in the near future, yet yesterday the stock was down in after market trading in US of over 6%. What am I missing??
Thank you

Steve

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Read Answer Asked by Steve on August 03, 2017

• Home Capital Group Inc. (HCG)
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Q: Hi Pete and Team,
Can you please comment on earning, outlook and valuation of HCG. Is it worth holding this stock?

Thanks

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Read Answer Asked by Victor on August 03, 2017

• Lam Research Corporation (LRCX)
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Q: LRCX has fallen precipitously over the last few days. I cannot find a specific reason for this. Are you aware of why it has fallen so fast? Thanks.
Mike

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Read Answer Asked by Michael on August 03, 2017

• Fiore Gold Ltd. (F)
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Q: Hi, this company isn't trading since a few weeks. They whent threw a merger from what i understand. Would you be able to tell me when trading should resume, because i can't find the info. it is less than 1% of my portfolio. thanks.

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Read Answer Asked by Dario on August 03, 2017

• Oclaro Inc. (OCLR)
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Q: What is your opinion of this NASDAQ stock regarding the space their in as well as the management team for a 1-2 year hold also any potential to be taken out by a bigger competitor thanks a bunch

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Read Answer Asked by Greg on August 03, 2017

• Miscellaneous (MISC)
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Q: Marylin question.
I use this web site for dividende growth http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Publish as you which

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Read Answer Asked by Djamel on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: Why the sell off in ZZZ this morning?
Results seemed to me to be okay. Your comments please

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Read Answer Asked by Rudy on August 03, 2017

• Grayscale Bitcoin Trust (GBTC)
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Q: Hi 5i do you have any suggested companies either start ups or mature that can be invested in for exposure to blockchain or crypto currency like bitcoin,ethereum

Thanks

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Read Answer Asked by Kolbi on August 03, 2017