Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.95)
  • $78.95 P/E (TTM): 17.33X Cap: $13.47B
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Q: Hi Folks,
Would you have any particular issues with CCL.B at this time? At around 56 dollars will it act on it's own or just flop around with the general market?
Thanks once again,
Larry

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Read Answer Asked by Larry on February 14, 2018

• Sangoma Technologies Corporation (STC $6.90)
  • $6.90 Cap: $229M
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Q: Hi there,

Thanks for your great service. Could I please have your opinion on the Q results from Sangoma?

Thanks!

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Read Answer Asked by Michael on February 14, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: hello 5i:
wanting to invest in this company, but would like you to comment on the supposed infighting and lawsuits buy company insiders, as per James Telsfer's discussion of 8 January 2018. Have these been resolved? Are there other "issues" occurring with the company?

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Read Answer Asked by Paul on February 14, 2018

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $218.04)
  • $218.04 P/E (TTM): 73.94X Cap: $11.01B
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Q: Hello 5i Happy Valentines !! Could you comment on cigi earnings. thanks Kim

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Read Answer Asked by Kim on February 14, 2018

• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $51.81)
  • $51.81 P/E (TTM): 0.22X Cap: $619M
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $63.96)
  • $63.96 P/E (TTM): 0.23X Cap: $912M
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $72.41)
  • $72.41 P/E (TTM): 1.17X Cap: $2.70B
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• Vanguard Global Momentum Factor ETF (VMO $76.48)
  • $76.48 P/E (TTM): 24.13X Cap: $263M
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• Vanguard Global Value Factor ETF (VVL $59.59)
  • $59.59 P/E (TTM): 12.92X Cap: $513M
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Q: Please give me your opinion of the Manulife Mutifactor ETFs, sub-advised by Dimensional Fund Advisors. Which would you recommend among the Manulife Mutlifactor Int'l Equity ETF (MINT), HXDM, HADM or other International Equity ETF in a taxable account?
Thanks,
Gerry

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Read Answer Asked by Gerry on February 14, 2018

• Canopy Growth Corporation (WEED $1.92)
  • $1.92 Cap: $510M
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Q: Good Morning 5i
Please provide your evaluation of this mornings Q32018 financial report. How is the market likely to view the results in your opinion? Thank you.

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Read Answer Asked by Randy on February 14, 2018

• Invesco Aerospace & Defense ETF (PPA $150.72)
  • $150.72 P/E (TTM): 17.45X Cap: $6.44B
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• iShares U.S. Aerospace & Defense ETF (ITA $203.11)
  • $203.11 P/E (TTM): 22.22X Cap: $11.14B
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• SPDR S&P Aerospace & Defense ETF (XAR $226.06)
  • $226.06 P/E (TTM): 5.85X Cap: $4.58B
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Q: Hi,
I am thinking that the recent drop may present an opportunity to enter into the US Aerospace & Defense sector at a bit of a discount. Is it better to use ETFs, or choose one or two top rated stocks? I don't know how you compare the costs of ETFs and could use a primer on what to look for / what to avoid when considering them, as I mostly use stocks or debentures.
As always, we appreciate you're thoughts and insight.
Dawn

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Read Answer Asked by Dawn on February 14, 2018

• Miscellaneous (MISC)
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Q: Peter what is your opinion of
Walter Scott glopbal equity growth fund and
Renaissance global growth fund als
Connor Clark& lunnfunds inc

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Read Answer Asked by Patrick on February 14, 2018

• TFI International Inc. (TFII $125.39)
  • $125.39 P/E (TTM): 21.1X Cap: $10.41B
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Q: Hi 5i,
Could I please have your current thinking on TFII? It has dropped a lot recently and got hit again today... is this anything other than the general market correction and the seasonal weakness that TFII experiences at this time of year?
Is it time to buy more or time to move on? Thanks!

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Read Answer Asked by Heather on February 14, 2018

• Chemtrade Logistics Income Fund (CHE.UN $13.33)
  • $13.33 P/E (TTM): 12.55X Cap: $1.50B
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Q: Could you comment on results ?

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Read Answer Asked by terrance on February 14, 2018

• Radcom Ltd. (RDCM $14.16)
  • $14.16 Cap: $238M
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Q: Hi,

I've been watching this stock for quite some time and recent earnings seem to be well received, with other followers seeing significant upside. I know it's a US company, but your quick opinion (management performance, upside potential and timeframe) would be appreciated along with why their product seems so good?
Cam.

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Read Answer Asked by Cameron on February 14, 2018

• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: In your different portfolios which stocks are dept free and have lots of cash
Thanks

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Read Answer Asked by James on February 14, 2018

• iShares Russell 2000 Growth ETF (IWO $316.12)
  • $316.12 P/E (TTM): 21.57X Cap: $12.77B
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Q: Do you like this etfs can you please explain the difference between iwo and iwd. Thanks. Alnoor

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Read Answer Asked by Alnoor on February 14, 2018

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: There are contradicting views on oil prices. My view is that as long oil supply stays the same as it is the US will continue to increase supply. OPEC will be forces to ramp up supply to counteract, driving prices down. If I’m right what effect will this have on gas produces esp in Canada? Will the abnormal cold spell in central Canada and the US increase the demand for gas . Who will be the major supplier Canada or US..Any particular company that benefits from this situation.

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Read Answer Asked by Roy on February 14, 2018

• Element Fleet Management Corp. (EFN $36.02)
  • $36.02 P/E (TTM): 26.78X Cap: $14.46B
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Q: In 2015, EFN issued a 4.25% debenture maturing in June 2020. In light of the company split, is this issued backed at all by ECN or just the assets of EFN?

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Read Answer Asked by Darrin on February 14, 2018

• iShares Diversified Monthly Income ETF (XTR $11.63)
  • $11.63 Cap: $363M
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Q: Hello 5i,
Is there a better alternative to XTR in terms of size, liquidity, MER - or any other measure I am missing?
Thanks!!
Cheers,
Mike

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Read Answer Asked by Mike on February 14, 2018

• Element Fleet Management Corp. (EFN $36.02)
  • $36.02 P/E (TTM): 26.78X Cap: $14.46B
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Q: May I please have your opinion here at under $5. Thanks.

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Read Answer Asked by Manoj on February 14, 2018

• AltaGas Ltd. (ALA $43.44)
  • $43.44 P/E (TTM): 16.35X Cap: $12.99B
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• Emera Incorporated (EMA $65.34)
  • $65.34 P/E (TTM): 21.92X Cap: $19.55B
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• Keyera Corp. (KEY $46.80)
  • $46.80 P/E (TTM): 19.38X Cap: $10.72B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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• Winpak Ltd. (WPK $41.30)
  • $41.30 P/E (TTM): 13.3X Cap: $2.56B
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• Blue Ribbon Income Fund (RBN.UN $8.62)
  • $8.62 P/E (TTM): 16.79X Cap: $73M
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• Nutrien Ltd. (NTR $81.10)
  • $81.10 P/E (TTM): 181.98X Cap: $39.88B
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Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...

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Read Answer Asked by adam on February 14, 2018

• BCE Inc. (BCE $32.12)
  • $32.12 P/E (TTM): 70.02X Cap: $29.95B
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• TELUS Corporation (T $21.82)
  • $21.82 P/E (TTM): 34.22X Cap: $33.49B
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• Fortis Inc. (FTS $69.01)
  • $69.01 P/E (TTM): 20.07X Cap: $34.75B
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• Algonquin Power & Utilities Corp. (AQN $7.49)
  • $7.49 Cap: $5.78B
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• Thomson Reuters Corporation (TRI $220.29)
  • $220.29 P/E (TTM): 44.55X Cap: $99.28B
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• Savaria Corporation (SIS $20.33)
  • $20.33 P/E (TTM): 26.75X Cap: $1.45B
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Q: Could u name four or five Canadian companies that have the ability to raise dividends in a rising interest rate environment, thanks?

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Read Answer Asked by Pat on February 14, 2018

• Broadcom Inc. (AVGO $336.10)
  • $336.10 P/E (TTM): 86.46X Cap: $1.58T
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Q: Is Broadcom still a Singaporean company today? There has been reports in the news media around November 2017 that Trump announced "he" is moving it back to the USA. I hold a significant position in my RRIF. If it is a USA company today, I will have to pay U.S. estate taxes if I die. I will need to sell my position before that happens. Can you look into it's current home country? Is there a reliable website I can go and check the home country of Broadcom from time to time? Thanks.

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Read Answer Asked by Ford on February 14, 2018