Investment Q&A

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.79)
  • $6.79 P/E (TTM): 20.53X Cap: $727M
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Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.

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Read Answer Asked by Stella on February 05, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Can you provide the short interest on TSGI from last July, 1 month ago & now. Thanks

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Read Answer Asked by Darcy on February 05, 2019

• iShares S&P/TSX Capped REIT Index ETF (XRE $15.83)
  • $15.83 P/E (TTM): 29.82X Cap: $1.46B
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Q: I have a question about XRE and the real estate stocks in general

I noted that the above has been going up recently
is there a fundamental reason for it ?

I have REI.un, I am thinking of selling it and putting it in XRE

thanks
Michael

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Read Answer Asked by Michael on February 05, 2019

• Cardinal Health Inc. (CAH $146.30)
  • $146.30 P/E (TTM): 24.6X Cap: $37.62B
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Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks

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Read Answer Asked by steve on February 05, 2019

• Toronto-Dominion Bank (The) (TD $100.94)
  • $100.94 P/E (TTM): 10.31X Cap: $173.59B
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Q: I have noticed a lot of press about fund managers shorting Canadian banks. I have TD, Royal and BNS. Is this a time to unload them?

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Read Answer Asked by Howie on February 05, 2019

• Sylogist Ltd. (SYZ $9.05)
  • $9.05 Cap: $204M
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• Descartes Systems Group Inc. (The) (DSG $136.98)
  • $136.98 P/E (TTM): 61.25X Cap: $11.74B
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• Enghouse Systems Limited (ENGH $22.33)
  • $22.33 P/E (TTM): 15.87X Cap: $1.21B
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• Kinaxis Inc. (KXS $197.91)
  • $197.91 P/E (TTM): 428.71X Cap: $5.51B
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Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?

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Read Answer Asked by Allen on February 05, 2019

• Vermilion Energy Inc. (VET $10.04)
  • $10.04 Cap: $1.55B
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• Surge Energy Inc. (SGY $7.23)
  • $7.23 P/E (TTM): 15.57X Cap: $722M
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Q: I am considering borrowing to invest in these two companies to take advantage of a rise in the oil price,if it ever happens.Perhaps SU or CNQ would be safer choices.What do you think?

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Read Answer Asked by Allen on February 05, 2019

• TC Energy Corporation (TRP $69.05)
  • $69.05 P/E (TTM): 16.66X Cap: $71.59B
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Q: I own some TRP.PR.E (TransCanada rate reset preferred shares) which have taken a beating over the past 6 months (down around 20%)
What is the prognosis for recovery? Should I hold for long term or sell and move on?
Your good advice is greatly appreciated.

Thanks

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Read Answer Asked by Todd on February 05, 2019

Q: Would appreciate your assistance in finding a list (preferably US) of large cap Cos. that offer pref. shares covering broad market segments. Thank you.

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Read Answer Asked by Robert on February 05, 2019

• G6 Materials Corp. (GGG $0.04)
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Q: Greetings 5i crew,
If one were interested in investing in the graphene industry where would you suggest we park some capital to do so?
One company came on my radar called Graphene Nanochem symbol GRPEF. Unfortunately cannot find enough information on it to make an educated decision upon. Any info would be much appreciated. http://www.graphenenanochem.com/

Cheers
Stew

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Read Answer Asked by Alex on February 05, 2019

• Lucara Diamond Corp. (LUC $0.22)
  • $0.22 P/E (TTM): 1.46X Cap: $95M
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Q: Can you please expand on your overview of this, one of my favourites, for its potential and healthy dividend. Also the new management of Ms Thomas and its blockchain use in a new finch international marketing of their and other diamond producers. They also seem to consistently find huge record sized stones. As usual thank you for your consistent and clear analysis.

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Read Answer Asked by Ryczard on February 05, 2019

• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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Q: I would appreciate your opinion on investing in Hamilton Thorne (HTL.V) at this time.
Thanks.

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Read Answer Asked by Gerry on February 05, 2019

• BlackBerry Limited (BB $5.03)
  • $5.03 Cap: $2.95B
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Q: I purchased bb last spring as a auto software play and also a China play with the entry into an agreement with a partner in China. Please give me your thoughts as to the validity of these reasons, and should I cash out at a 40% loss and move the money to another cdn. tech company like otex or any other suggestion you may have.
Cheers, Doug

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Read Answer Asked by Doug on February 05, 2019

• Xylem Inc. New (XYL $143.43)
  • $143.43 P/E (TTM): 37.15X Cap: $34.77B
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Q: I've owned XYL for a year or so now and am about even on it. It seems to me to be doing a wonderful job at just about everything it does and yet it seems to be a volatile trader without much overall price improvement in the past 12 mos. I'd like to add more (currently @ 3% of my portfolio) but am waiting for it to go up and stay up...what am I missing?

Cam

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Read Answer Asked by Cameron on February 05, 2019

• Twilio Inc. Class A (TWLO $95.23)
  • $95.23 Cap: $14.18B
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Q: I know you don't cover US stocks, but my question is on Twilio. It seems to be a company that is in favour with positive stock price momentum. What do you think of this company? Are there any Canadian equivalent companies in the same industry with the same growth prospects? Thanks

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Read Answer Asked by Dennis on February 05, 2019

• Canadian National Railway Company (CNR $129.27)
  • $129.27 P/E (TTM): 17.54X Cap: $80.22B
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Q: Thoughts on their earnings?

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Read Answer Asked by Keith on February 05, 2019

• Apple Inc. (AAPL $229.65)
  • $229.65 P/E (TTM): 34.47X Cap: $3.40T
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• NFI Group Inc. (NFI $19.15)
  • $19.15 Cap: $2.27B
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• goeasy Ltd. (GSY $210.01)
  • $210.01 P/E (TTM): 13.19X Cap: $3.40B
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Q: Hi team,
Do you think there will be a rotation from "growth" to "value"?

Could I have three value names you like(CA or US)
Thank you!

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Read Answer Asked by Issaku on February 05, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Recent announcement " Reliq Health Technologies Announces Release of iUGO Care v.2019 and Key Additions to the Management Team" and nice pop in share value this last week.
Do you see a speculative opportunity here and would your appreciate your thoughts on the company considering recent developments. Thanks John

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Read Answer Asked by John on February 05, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.79)
  • $44.79 P/E (TTM): 79.72X Cap: $22.16B
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• Parkland Corporation (PKI $38.34)
  • $38.34 P/E (TTM): 22.57X Cap: $6.62B
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Q: Do you think a tactical switch from TECK.B to PKI would make sense at this time? With full awareness that this is a sector change.

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Read Answer Asked by Andrew on February 05, 2019

• Pizza Pizza Royalty Corp. (PZA $16.13)
  • $16.13 P/E (TTM): 35.26X Cap: $538M
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Q: PZA has been acting better as of late. Any reason why ? Is it a good time to let it go or do you see some potential going forward ? I don't need the yield. Thank you for your comments.

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Read Answer Asked by Pierre on February 05, 2019