Investment Q&A

• Gilead Sciences Inc. (GILD $111.15)
  • $111.15 P/E (TTM): 22.07X Cap: $137.91B
  • View GILD Profile
  • View Questions on GILD
• GE Aerospace (GE $300.88)
  • $300.88 P/E (TTM): 41.96X Cap: $319.06B
  • View GE Profile
  • View Questions on GE
• Honeywell International Inc. (HON $210.18)
  • $210.18 P/E (TTM): 23.95X Cap: $133.44B
  • View HON Profile
  • View Questions on HON
• Kellanova (K $82.46)
  • $82.46 P/E (TTM): 21.47X Cap: $28.66B
  • View K Profile
  • View Questions on K

Q: US STOCKS - GE AND K - HITTING LOWS - DO YOU SEE VALUE IN HERE AND IS IT OK TO ADD. OR YOU WOULD PREFER IN STRENGTH - HON AND GILD WITH THEIR RECENT DEVELOPMENTS. SAFETY AND INCOME AND SHARE PRICE APPRECIATION, IS GOAL.

Upvote 0

Read Answer Asked by RUPINDER on October 11, 2017

• Northrop Grumman Corporation (NOC $605.42)
  • $605.42 P/E (TTM): 22.46X Cap: $86.68B
  • View NOC Profile
  • View Questions on NOC

Q: Hi 5iResearch Team,

I have a full position on NOC for about 1 1/2 years and am up about 80%. Can I have your views on this stock going forward? Also do you think the easy money on NOC has been made and that I should liquidate and move on to something else?

Cheers

Upvote 0

Read Answer Asked by Harry on October 11, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
  • View NYX Profile
  • View Questions on NYX

Q: Hi 5i team - Am just wondering if there is any advantage in waiting to tender to the offer or simply selling my shares on the open market, other than saving the $10.00 commission fee. Thanks.

Upvote 0

Read Answer Asked by Rob on October 11, 2017

• Alimentation Couche-Tard Inc. (ATD $74.65)
  • $74.65 P/E (TTM): 19.8X Cap: $70.21B
  • View ATD Profile
  • View Questions on ATD

Q: Hi,
Ive owned this for two years and its down 6%. Buy, sell or hold and why please?

Upvote 0

Read Answer Asked by Graeme on October 11, 2017

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $18M
  • View CJR.B Profile
  • View Questions on CJR.B

Q: I keep finding conflicting numbers concerning the payout ratio for cjr.b! Do you have a correct one? Thanks.

Upvote 0

Read Answer Asked by Keith on October 10, 2017

• Atrium Mortgage Investment Corporation (AI $11.55)
  • $11.55 P/E (TTM): 11.15X Cap: $549M
  • View AI Profile
  • View Questions on AI

Q: I have invested in AI and holding it for close to 1 year. I like this purely for income/dividend yield and stability of capital.
Recently there was a news that they are filing a base shelf prospectus.
Im concerned if this will dilute the value of my shares and dilute the dividend. How much of an impact will this have on the MIC price and the dividend earned? Please advise. Thank you.

Upvote 0

Read Answer Asked by Sridhar on October 10, 2017

• Supremex Inc. (SXP $3.88)
  • $3.88 Cap: $95M
  • View SXP Profile
  • View Questions on SXP

Q: I see that the capx for sxp has been rising this year. Do you expect that this will result in an increase in total return during the next 12 months? Which do you consider the better three year investment regarding total return - SXP or WPK? Thanks, Doug

Upvote 0

Read Answer Asked by Doug on October 10, 2017

• The Kraft Heinz Company (KHC $26.28)
  • $26.28 Cap: $31.10B
  • View KHC Profile
  • View Questions on KHC
• Premium Brands Holdings Corporation (PBH $93.61)
  • $93.61 P/E (TTM): 44.93X Cap: $4.18B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
  • View SAFM Profile
  • View Questions on SAFM

Q: I bought Kraft Heinz a couple of years ago when it was just Kraft and the merger with Heinz has resulted in a good price increase. The dividend is OK at 3.23%, (but not stellar) and I am up 32%, but the chart for the last year doesn't look promising.

What are your thoughts on KHC going forward? Any other recommendations in the same sector in the US or internationally with better chance of growth and/or higher dividend?

Upvote 0

Read Answer Asked by John on October 10, 2017

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

Q: Hello 5i crew..Do you have any recommendations on a dividend paying emerging market fund... thanks again...Gary

Upvote 0

Read Answer Asked by Gary on October 10, 2017

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

Q: Will you be making any recommendations on probable 'tax loss selling' opportunities?
Using an example of a recent member question about Peyto Exploration. (I don't own it). The price keeps drifting lower yet it appears to be good value at today's price. is it likely to go lower still due to tax loss selling making it a better opportunity in the coming weeks? Are there a number of other stocks acting this way today that you might 'predict' being a better opportunity soon?
Thanks!

Upvote 0

Read Answer Asked by Brian on October 10, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.13)
  • $35.13 P/E (TTM): 12.1X Cap: $358M
  • View ZUB Profile
  • View Questions on ZUB
• BMO Equal Weight US Banks Index ETF (ZBK $39.88)
  • $39.88 P/E (TTM): 12.1X Cap: $664M
  • View ZBK Profile
  • View Questions on ZBK

Q: Hi,

Can you recommend a couple CDN ETFS that focus on US bank stocks? Do you recommend hedging?

Upvote 0

Read Answer Asked by Graeme on October 10, 2017

• WSP Global Inc. (WSP $274.68)
  • $274.68 P/E (TTM): 44.5X Cap: $35.85B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.86)
  • $151.86 P/E (TTM): 39.5X Cap: $17.32B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Western Forest Products Inc. (WEF $12.20)
  • $12.20 Cap: $128M
  • View WEF Profile
  • View Questions on WEF

Q: With all the rebuilding that will have to be done to restore those storm ravaged areas do you expect to see any Canadian miners, forestry companies etc. benefit from the increased demand for resources over the next year or so?
GUY R

Upvote 0

Read Answer Asked by Guy R. on October 10, 2017

• Enbridge Inc. (ENB $69.16)
  • $69.16 P/E (TTM): 24.68X Cap: $150.83B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Hi 5i,
Question on bonds. Through my broker I can buy Enbridge Inc. rated BBBh or Enbridge Gas Distribution rated Am. For the same time period there is a big percent deference in distribution because of the rating. Doesn't Enbridge own Enbridge gas distribution therefore just as secure? Can the parent company fail while the subsidiary goes on.
Regards,

Upvote 0

Read Answer Asked by Mark on October 10, 2017

• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.05X Cap: $10.96B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $179.00)
  • $179.00 P/E (TTM): 150.99X Cap: $5.05B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi,

How similar in product/service offerings would you consider KXS and DSG? Would you hold both in an overall balanced portfolio or just one? Which would you choose?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on October 10, 2017

• Franklin Core ETF Portfolio (CBL $23.30)
  • $23.30 P/E (TTM): 4.02X Cap: $2M
  • View CBL Profile
  • View Questions on CBL

Q: Hi 5i,
Do you think it’s ok to buy CBL shares with hope of a
a buyout. Is the dividend safe at this point?
Thanks
Rick

Upvote 0

Read Answer Asked by Rick on October 10, 2017

• Artis Real Estate Investment Trust (AX.UN $6.18)
  • $6.18 Cap: $597M
  • View AX.UN Profile
  • View Questions on AX.UN
• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
  • View DRG.UN Profile
  • View Questions on DRG.UN

Q: Hi, I have held AX.un since 2014, have averaged down but still in the red,I am thinking about switching into DRG.un for some growth. Your thoughts please, and if you have a better idea for some growth plus a good dividend please advise.
Thanks, George.

Upvote 0

Read Answer Asked by george on October 10, 2017

• Knight Therapeutics Inc. (GUD $5.93)
  • $5.93 Cap: $590M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: your choice of KL was enough to make lifetime membership and perhaps more, Any other you can think of?My thanks and appreciation is not enough to justify your expertise.

Upvote 0

Read Answer Asked by Nizar on October 10, 2017

• High Liner Foods Incorporated (HLF $16.83)
  • $16.83 P/E (TTM): 7.71X Cap: $488M
  • View HLF Profile
  • View Questions on HLF
  • View Reports on HLF
• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
  • View ZCL Profile
  • View Questions on ZCL

Q: Would like your outlook on these two........buying opportunity?

Upvote 0

Read Answer Asked by Brigid on October 10, 2017

• Metro Inc. (MRU $93.28)
  • $93.28 P/E (TTM): 20.23X Cap: $20.29B
  • View MRU Profile
  • View Questions on MRU

Q: Hi All at 5i!!!! Hope you had a great thanksgiving weekend. Speaking of food....would now be a good time to buy shares of Metro considering its merger with Jean Coutu? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on October 10, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR
• TFI International Inc. (TFII $123.87)
  • $123.87 P/E (TTM): 20.45X Cap: $10.28B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
  • View HEXO Profile
  • View Questions on HEXO

Q: Please give me your updated opinions on these companies.
Please deduct appropriate amount of credits.
Regards

Upvote 0

Read Answer Asked by Bill on October 10, 2017