Investment Q&A

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: Hello 5i,

I currently hold Genworth, and have held it for a few years. I am wondering if after the new mortgage rules announced today if it's worth holding. Considering that 50-55% of their current clientele would be not be eligible for mortgage insurance under the new rules, what adjustments can they do to maintain their current earnings level? Is the dividend safe considering these facts? Is it worth holding considering the constraints to future business under the new rules?

Thank you in advance

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Read Answer Asked by Gerasimos on October 05, 2016

• BMO Laddered Preferred Share Index ETF (ZPR $11.81)
  • $11.81 P/E (TTM): 11.07X Cap: $1.42B
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Q: I owned COS from the IPO and was always happy with the yield. Now, of course, I own Suncor and am not happy with the yield. I am thinking of selling SU and buying a preferred share ETF, either ZPR or CPD or perhaps both, for the yield. What do you think? I am retired and living off dividend income.

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Read Answer Asked by Graham on October 05, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: I'm down considerably on HCG. Do you think it's a good strategy to sell it, get the tax loss on it and buy MIC instead? Are they comparable quality companies?

Thanks
M

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Read Answer Asked by Marios on October 05, 2016

• Miscellaneous (MISC)
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Q: Good Afternoon
After almost two years should I change my asset allocation? I have 40% of my portfolio in 3 High conviction equity funds, Canadian, U.S., and International. What % would you suggest at this time? Other holdings are mainly income with a few specialty holdings.

Thanks to the team

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Read Answer Asked by Warren on October 05, 2016

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• IAMGOLD Corporation (IMG $9.46)
  • $9.46 P/E (TTM): 4.9X Cap: $5.44B
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• B2Gold Corp. (BTO $4.74)
  • $4.74 Cap: $6.26B
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Q: I jumped into precious metals way too late and now am down from 28% to 48% on these stocks. In total they represent 5% of my portfolio. Is there a seasonal expectation that might help or should I unload?

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Read Answer Asked by hal on October 05, 2016

• Waste Connections Inc. (WCN $187.37)
  • $187.37 P/E (TTM): 75.8X Cap: $48.34B
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Q: Considering moving out of this stock. Would you recommend selling and if so could you recommend a replacement.

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Read Answer Asked by Paul on October 05, 2016

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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Q: i would like to increase in transport . CN-OR CP ? THANKS

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Read Answer Asked by Alnoor on October 05, 2016

• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.97B
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Q: Not your main focus but any thoughts on paypal? Up ten percent and wondering what to do. Leaning to holding for a while, but need a nudge to decide to take profits or hold for a while. Most of the metrics I watch look good, can't decide on a sell point?

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Read Answer Asked by Michael on October 05, 2016

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Which has greater growth going forwards in my RRSP for a ten year plus timeline, ECN or Element? Thanks.

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Read Answer Asked by Michael on October 05, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: WOULD YOU BUY HCG TODAY? THANKS

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Read Answer Asked by Alnoor on October 05, 2016

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Please give me all necessary information to make a buy decision,and would you buy this GMP Preferred B? This was recommended by Jerome Hass on BNN today. I will also echo what others had said and kudos to Ryan M. for his appearance on BNN.

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Read Answer Asked by Herbert on October 05, 2016

• Miscellaneous (MISC)
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Q: Over the last few weeks a few precious metal experts have been on BNN and the majority of them predicting $1,400 gold by year-end. How could these professional people be so wrong on live TV?
Dennis

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Read Answer Asked by Dennis on October 05, 2016

• Element Fleet Management Corp. (EFN $35.99)
  • $35.99 P/E (TTM): 27.37X Cap: $14.55B
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Q: Hi 5i Team,

I have a question about Element financial EFN. Just wondering what caused the drop today. What are your thoughts going forward.
Thanks Mike

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Read Answer Asked by Michael on October 04, 2016

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: Both of these had small pullbacks. Which of these two looks more attractive? Thanks

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Read Answer Asked by Karim on October 04, 2016

• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.75X Cap: $2.88B
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Q: First National (FN-T) is down over 6% today, presumably due to talk of federal mortgage rule changes. I like the stock but would appreciate your views about the current outlook and whether this might be a buying opportunity or a falling knife situation. Many thanks.

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Read Answer Asked by Glen on October 04, 2016

• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.75X Cap: $2.88B
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Q: Will the new federal housing initiatives adversely impact Its business, and if so, are you able to quantify rough;y that impact and does the drop constitute a buying opportunity for a long term hold? Thx

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Read Answer Asked by Patrick on October 04, 2016

• Canopy Growth Corporation (WEED $1.46)
  • $1.46 Cap: $157M
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• Premier American Uranium Inc. (PUR $1.16)
  • $1.16 Cap: $40M
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Q: Watching Pure Technologies dip. the volume is crazy today.....any news etc.

Also see CGC up quite a bit the last couple of days.... why? any news?

Thanks :)

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Read Answer Asked by Theresa on October 04, 2016

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: Would you recommend buying this name on the dip today amid housing concerns?

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Read Answer Asked by leo on October 04, 2016

• Stella-Jones Inc. (SJ $78.81)
  • $78.81 P/E (TTM): 13.23X Cap: $4.37B
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Q: Do you expect any impact on SJ if a softwood lumber deal with the U.S. is not reached ? (I note your comments that the residential lumber portion of this company's business is expected to be the main driver of growth)

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Read Answer Asked by Don on October 04, 2016

Q: Was yesterdays aquisition news shareholder friendly? Black Diamond's share price indicates the market isn't very happy with the news or the company. Thanks in advance for any insight you can provide.

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Read Answer Asked by kelsi on October 04, 2016