Investment Q&A

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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Q: RY.PR.R - I am up on this reset pref and the first YTC is now ~3.3%.
Do you have any sense of whether it will be called or reset.
If it is reset I am happy to hold, otherwise I would move on to a higher yield.

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Read Answer Asked by David on January 13, 2017

• Miscellaneous (MISC)
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Q: Would you be able to provide the rates of return of the ten sectors of the TSX for 2016 please? Do you expect similar returns by sector in 2017?

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Read Answer Asked by Robert on January 13, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Surge Energy Inc. (SGY $7.30)
  • $7.30 Cap: $727M
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Q: SGY has dramatically outperformed RRX over past 6 & 12 months.
Thinking of switching to RRX. Have you heard rumors of takeover of SGY?
That possibility holds me back.

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Read Answer Asked by Joseph on January 13, 2017

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: hello 5i I am repositioning my TFSA and my wife's,the total amount is 80,000 can you suggest stocks and weighting

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Read Answer Asked by James on January 13, 2017

• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
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Q: CXI missed earnings and the stock is being hurt for it. Did anything surprise you in their latest reporting? The stock was rated B- a couple of months ago. Would it still be rated at this level now?

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Read Answer Asked on January 13, 2017

• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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Q: Hi All at 5i!! Should the Canadian real estate bubble burst, which of the Canadian Banks have the most invested in mortgages and have the most to lose? Thank you, Tamara

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Read Answer Asked by Tamara on January 13, 2017

• Ithaca Energy Inc. (IAE $1.95)
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Q: Ithica keeps hovering around the $1.65 mark. Do you see much upside from here in the next 6 months to a year??
Thanks for the wonderful service.
GUY R

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Read Answer Asked by Guy R. on January 13, 2017

• Empire Company Limited Non-Voting Class A Shares (EMP.A $54.50)
  • $54.50 P/E (TTM): 18.54X Cap: $12.64B
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Q: Hi,
Happy New Year. Can you comment on the recent appointment of Michael Medline to CEO of Empire Co? I'm interested in his reputation, your thoughts on his ability to execute a turnaround at EMP, and what a realistic timeline might be to steer a large complex retailer back on track? Thx!

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Read Answer Asked by Michael on January 13, 2017

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.18X Cap: $29.53B
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Enghouse Systems Limited (ENGH $22.75)
  • $22.75 P/E (TTM): 16.02X Cap: $1.25B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Open Text Corporation (OTEX $39.15)
  • $39.15 P/E (TTM): 11.68X Cap: $10.40B
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Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.

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Read Answer Asked by David on January 13, 2017

• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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• Miscellaneous (MISC)
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Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?

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Read Answer Asked by Neil on January 13, 2017

• HealthSpace Data Systems Ltd. (HS)
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Q: Hi Folks! So many thanks for the great work that you're doing. Any update you could please provide on HealthSpace Trading Symbol: HS on The CSE would be well received. I've been following this company for several months now and they seem to be doing some great things and executing their strategy. I've been trading its volatility and, so far, have done really well.

Dave

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Read Answer Asked by David on January 13, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Is your report out on Freshii - where do we find it? thx

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Read Answer Asked by Scott on January 13, 2017

• Miscellaneous (MISC)
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Q: Hi 5i team, my IA has me in FID269 in my LIRA and RRSP, do you think that this is a good fund to hold in either of these funds? I won't be accessing either for many years so I would like to take advantage of both these registered accounts during that time. Can you suggest an alternate?
Thanks

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Read Answer Asked by Nancy on January 13, 2017

• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: Two Questions:

1. I am overweight in these 3 pipeline/utilties due to run of share prices, ala,ipl and ppl should I trimm back all 3 or sell one, if you were to sell one which would it be?

2, With the recent sell off in energy stocks Vermillion is holding up better than most especially compared to similar companies such as Esso and Exxon, is this another sign of what a good core position Vermillion is or should we expect Vermillion to decline?

Thanks again for the great valuable source 5i provides.

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Read Answer Asked by James on January 13, 2017

• iShares U.S. Financials ETF (IYF $121.07)
  • $121.07 P/E (TTM): 43.39X Cap: $4.20B
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Q: Good morning<

Looking for your opinion on Vanguard US Financials ( VFH)- seems to have a lower MER than the "i shares" version (IYF), which I believe is your primary vehicle for this sector. Can you help differentiate ?


With thanks
Brad

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Read Answer Asked by Brad on January 13, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: Thoughts on this company? buy sell or hold. Thanks

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Read Answer Asked by Dale on January 13, 2017

• BMO Canadian Dividend ETF (ZDV $23.91)
  • $23.91 P/E (TTM): 27.96X Cap: $1.18B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.69)
  • $37.69 P/E (TTM): 5.68X Cap: $978M
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.53)
  • $52.53 P/E (TTM): 9.23X Cap: $4.05B
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Q: Hello 5i Team,

Which one of these ETF's would you prefer for a basket of diversified dividend stocks held for the long term (10-20yrs) in a non-reg account with contributions reinvested annually?

Thanks

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Read Answer Asked by Keith on January 13, 2017

• Halogen Software Inc. (HGN $12.49)
  • $12.49 P/E (TTM): 196.1X
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Q: What is your opinion on Halogen Software?

Much appreciated.

Raymond

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Read Answer Asked by Raymond on January 13, 2017

• Pason Systems Inc. (PSI $11.60)
  • $11.60 P/E (TTM): 12.89X Cap: $915M
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• Black Diamond Group Limited (BDI $11.68)
  • $11.68 P/E (TTM): 24.33X Cap: $715M
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: Hello

What are your thoughts on the energy services sector? What 3 stocks would you recommend in order of preference?
Thanks
Amy

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Read Answer Asked by Amy on January 13, 2017

• Miscellaneous (MISC)
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Q: I thought submitted this question yesterday, but didn't see response so resubmit again

Someone introduced us Principal protected notes (PPNs), which offer 100% principal protection and attractive return on investment. PPNs is new to us so we wonder comparing with bonds from risk-reward perspective, which one is prefered income investment vehicle.

Thanks,

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Read Answer Asked by Lin on January 13, 2017