Investment Q&A

• Vermilion Energy Inc. (VET $15.77)
  • $15.77 Cap: $2.38B
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• Parex Resources Inc. (PXT $24.36)
  • $24.36 P/E (TTM): 6.49X Cap: $2.24B
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• Whitecap Resources Inc. (WCP $14.01)
  • $14.01 P/E (TTM): 13.45X Cap: $16.78B
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Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?

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Read Answer Asked by Kelly on July 11, 2018

• Westshore Terminals Investment Corporation (WTE $31.08)
  • $31.08 P/E (TTM): 23.53X Cap: $1.93B
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Q: Jimmy Pattison has a large position but I don't see a catalyst...anything worthwhile here? Thanks.

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Read Answer Asked by Michael on July 11, 2018

• Bank of Nova Scotia (The) (BNS $96.90)
  • $96.90 P/E (TTM): 23.64X Cap: $119.82B
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• Bank of Montreal (BMO $193.53)
  • $193.53 P/E (TTM): 15.18X Cap: $137.24B
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Q: Hi Peter,
I am thinking of switching from BMO TO BNS as BNS is the worst performing bank this year. BMO is in my TFSA so there are no tax implications. Also my fees are very low so this is not a factor. I feel that I will get more growth from this switch. What is your opinion?
Jane

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Read Answer Asked by Jane on July 11, 2018

• iShares Canadian Financial Monthly Income ETF (FIE $9.70)
  • $9.70 P/E (TTM): 13.37X Cap: $1.24B
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• iShares Diversified Monthly Income ETF (XTR $11.90)
  • $11.90 P/E (TTM): 18.54X Cap: $369M
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Q: I am developing an income portfolio which will fund our retirement as we have minimal pension income. We are looking for monthly income that is relatively stable. We have a number of the big Cdn banks and Utilities owned in this portfolio. Which of the 2 monthly income funds would you prefer?
Thanks

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Read Answer Asked by Nancy on July 11, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: I have been holding this stock for sometime and am wondering if it is worthwhile adding to this or should I sell as the stock seems to be down from it's high.
Thanks for your help

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Read Answer Asked by Hanna on July 11, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $64.16)
  • $64.16 P/E (TTM): 25.88X Cap: $2.17B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 11.91X Cap: $227M
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Q: I have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy

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Read Answer Asked by Roy on July 11, 2018

• Dollarama Inc. (DOL $195.07)
  • $195.07 P/E (TTM): 41.92X Cap: $53.60B
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• BRP Inc. Subordinate Voting Shares (DOO $89.35)
  • $89.35 Cap: $6.56B
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Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

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Read Answer Asked by LARRY on July 11, 2018

• Crown Castle Inc. (CCI $87.74)
  • $87.74 P/E (TTM): 88.84X Cap: $38.60B
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• Keysight Technologies Inc. (KEYS $282.33)
  • $282.33 P/E (TTM): 50.63X Cap: $48.97B
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Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad

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Read Answer Asked by Brad on July 11, 2018

• Savaria Corporation (SIS $25.74)
  • $25.74 P/E (TTM): 29.27X Cap: $5.78B
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Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

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Read Answer Asked by Michael on July 10, 2018

• AnalytixInsight Inc. (ALY $0.03)
  • $0.03 Cap: $2M
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Q: Could you please give me an update on this company. Thanks

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Read Answer Asked by Mildred on July 10, 2018

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: Hi 5I
Any comments on the recent downturn on TH. Earnings seemed OK.
Thanks Bob

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Read Answer Asked by Robert on July 10, 2018

• Stella-Jones Inc. (SJ $97.15)
  • $97.15 P/E (TTM): 15.85X Cap: $5.29B
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• Western Forest Products Inc. (WEF $13.56)
  • $13.56 Cap: $144M
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Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP

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Read Answer Asked by Andrew on July 10, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: Prometic is up 12% today on high volume. It has been such a sleepy hollow stock that it is a bit of a hock to see it moving. Are you aware of any news on this company?

Thanks, Peter

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Read Answer Asked by Peter on July 10, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $88.55)
  • $88.55 P/E (TTM): 16.97X Cap: $1.31B
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Q: Why is cargo jet going down and what are the prospects for the future?

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Read Answer Asked by brian on July 10, 2018

• Cenovus Energy Inc. (CVE $31.92)
  • $31.92 P/E (TTM): 14.42X Cap: $57.95B
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• Vermilion Energy Inc. (VET $15.77)
  • $15.77 Cap: $2.38B
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• Parex Resources Inc. (PXT $24.36)
  • $24.36 P/E (TTM): 6.49X Cap: $2.24B
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• Whitecap Resources Inc. (WCP $14.01)
  • $14.01 P/E (TTM): 13.45X Cap: $16.78B
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• Birchcliff Energy Ltd. (BIR $7.13)
  • $7.13 P/E (TTM): 25.85X Cap: $1.89B
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• Surge Energy Inc. (SGY $8.40)
  • $8.40 P/E (TTM): 21.13X Cap: $815M
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Q: Can you give me a couple of ideas for oil E&P exposure

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Read Answer Asked by Kyle on July 10, 2018

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.81)
  • $189.81 P/E (TTM): 28.0X Cap: $2.27B
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Q: Hello
Your thoughts on Hammond Power please, with the potential for more electrical power usage is this a potential growth area? And how is the companies financials?
Great Service thank you
Dave

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Read Answer Asked by Dave on July 10, 2018

• Open Text Corporation (OTEX $32.61)
  • $32.61 P/E (TTM): 15.07X Cap: $8.44B
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Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.

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Read Answer Asked by Linda on July 10, 2018

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.48)
  • $18.48 Cap: $814M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.04)
  • $28.04 P/E (TTM): 31.38X Cap: $9.96B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.52)
  • $16.52 P/E (TTM): 20.44X Cap: $1.05B
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• iShares Floating Rate Bond ETF (FLOT $50.86)
  • $50.86 Cap: $9.20B
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Q: Can you please provide a few bond ETF's that may react positively in a market correction to soften the blow to a portfolio? Thanks

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Read Answer Asked by Graham on July 10, 2018

Q: Could you comment on the casino industry as a whole. Is it cyclical, what are the risks. I'm looking at a micro cap casino stock.

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Read Answer Asked by Wayne on July 10, 2018

• Bank of Nova Scotia (The) (BNS $96.90)
  • $96.90 P/E (TTM): 23.64X Cap: $119.82B
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• Sun Life Financial Inc. (SLF $86.41)
  • $86.41 P/E (TTM): 14.03X Cap: $47.83B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.96)
  • $41.96 Cap: $28.40B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Superior Plus Corp. (SPB $6.43)
  • $6.43 P/E (TTM): 13.02X Cap: $1.42B
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Q: Can you list your top 5 best ideas for buying yield/income > 3% with potential for some capital gains - due to being undervalued - right now?

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Read Answer Asked by Jeff on July 10, 2018