Investment Q&A

• High Liner Foods Incorporated (HLF $16.35)
  • $16.35 P/E (TTM): 6.49X Cap: $488M
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Q: Hi guys
Do you think the dividend is covered & fairly secure for Highliner in the next year given earnings and cash flow?

Thanks Stuart

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Read Answer Asked by Stuart on July 03, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Kinaxis Inc. (KXS $197.91)
  • $197.91 P/E (TTM): 428.71X Cap: $5.51B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.78)
  • $19.78 P/E (TTM): 9.25X Cap: $1.63B
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Q: Hi Peter and Staff
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on July 03, 2018

• Ichor Holdings (ICHR $18.91)
  • $18.91 Cap: $551M
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Q: I bought a small position of ICHR @$33.50 base on its low PE and high ROE a few months ago. Unfortunately the share price has behaved poorly with negative momentums. Please advise if the stock is worth for continue hold and possible reasons for poor performance. Thank you.
Bill

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Read Answer Asked by Bill on July 03, 2018

• Miscellaneous (MISC)
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Q: Got to say "Happy Canada Day to all at 5IR."
Also to say what value extraordinaire you provide, service A-1 and investment insight like a hole in one.
.......Many thanks....Tom

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Read Answer Asked by Tom on July 03, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: what is your current opinion of gc was it involved in the money laundering in BC ?

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Read Answer Asked by Dale on July 03, 2018

• GoldMoney Inc. (XAU $9.04)
  • $9.04 Cap: $113M
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Q: What will it take to move the needle? Recent quarter was decent. What do you think about the prospects for the other companies being created (BlockVault, Goldmoney China) internally? What metrics would they need to achieve to get a recommendation from your team? What do you think it will take to get investors excited? It seems a brand built on integrity and trust should be something investors would want to be long, no?

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Read Answer Asked by brian on July 03, 2018

• IPL Plastics Inc. (IPLP $10.00)
  • $10.00 P/E (TTM): 47.17X Cap: $543M
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Q: What are your thoughts on the IPO of IPL Plastics. I think its international exposure and the 28% ownership of the Caisse de Depot makes it very interesting. Would starting a small position be wise at this time. Thanks

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Read Answer Asked by Gerry on July 03, 2018

• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 22.74X Cap: $142.72B
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Q: Why the big gain today?

Thanks

Sheldon

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Read Answer Asked by Sheldon on June 29, 2018

• Vermilion Energy Inc. (VET $10.04)
  • $10.04 Cap: $1.55B
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• Parex Resources Inc. (PXT $16.17)
  • $16.17 P/E (TTM): 9.44X Cap: $1.56B
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Q: I have no energy exposure in my portfolio since 2014. I sold all of WCP, RRX, VET, SGY late 2014 and never went back. I am thinking about gradually stepping back into energy but not in a hurry or big way. I am a growth investor and have no issue with risks. Should I buy CNQ, SU etc big names or stay with smaller ones like WCP, VET etc. or just use an ETF like XEG? Thanks.

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Read Answer Asked by Ford on June 29, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi, Trevali is very close to it’s 52 week low. I’m wondering if there is something wrong with the stock? Has it just fallen out of favour or is there good reason for the downturn? If you are still recommending it I am thinking of taking a full position. If not, can you recommend another mining stock with good growth prospects. Your thoughts would be greatly appreciated.

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Read Answer Asked by Heather on June 29, 2018

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: With yesterday's earnings release Shaw's class B shares reacted much differently than the class A shares:
SJR.B -3.53%
SJR.A +2.89%
Why would that happen?

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Read Answer Asked by Fred on June 29, 2018

• Constellation Brands Inc. (STZ $169.98)
  • $169.98 Cap: $29.74B
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Q: STZ is getting punished for their earnings miss. How often do they miss earnings? Are there any significant concerns that would be enough to indicate that I should sell? I hold it as my only US staples stock to compliment your balanced portfolio.

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Read Answer Asked by Paul on June 29, 2018

• Constellation Brands Inc. (STZ $169.98)
  • $169.98 Cap: $29.74B
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Q: What is happenings with STZ this morning June 29, 2018? It is down over $15.00, that is big. Is in time to step-in and buy now? Thank you, Herbert

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Read Answer Asked by Herbert on June 29, 2018

• Diamond Estates Wines & Spirits Inc. (DWS $0.17)
  • $0.17 Cap: $10M
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Q: Good transaction ?

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Read Answer Asked by j stuart on June 29, 2018

• Empire Company Limited Non-Voting Class A Shares (EMP.A $56.04)
  • $56.04 P/E (TTM): 18.87X Cap: $12.94B
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Q: To me, EMP.A looks like a very sold company that continues to reach new 52 week highs. Could you give me your assessment of company and if you would consider it a buy at current levels. With thanks, Bill

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Read Answer Asked by William J on June 29, 2018

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 17.5X Cap: $66M
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Q: Is COV's wound healing technology exclusive to them by patent? Is this their competitive edge?

Carl

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Read Answer Asked by Carl on June 29, 2018

• Air Canada Voting and Variable Voting Shares (AC $19.54)
  • $19.54 P/E (TTM): 5.25X Cap: $6.18B
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Q: I'm considering shorting Air Canada, due to rising fuel prices, and it recently breaking technical support. Please give me your thoughts.

Thanks.

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Read Answer Asked by Brady on June 29, 2018

• CVR Refining LP Representing Limited Partner Interests (CVRR $10.49)
  • $10.49 Cap: $1.54B
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Q: CVR Refining LP (US) pays a 9.2% Dividend. Any opinion on this? Thanks!

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Read Answer Asked by Austin on June 29, 2018

• Parex Resources Inc. (PXT $16.17)
  • $16.17 P/E (TTM): 9.44X Cap: $1.56B
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• Yangarra Resources Ltd. (YGR $1.00)
  • $1.00 P/E (TTM): 4.64X Cap: $99M
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Q: Hello 5i,
My only oil and gas exposure is with Yangarra Resouces and I'm looking at Parex as an addition. Please comment on the pros and cons of this move. I have a well balanced portfolio and an above average risk tolerance.
Thank you
Dave

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Read Answer Asked by Dave on June 29, 2018

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 17.5X Cap: $66M
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• Royal Bank of Canada (RY $185.73)
  • $185.73 P/E (TTM): 19.72X Cap: $259.17B
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• Suncor Energy Inc. (SU $53.50)
  • $53.50 P/E (TTM): 11.58X Cap: $65.61B
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• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 22.74X Cap: $142.72B
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• TELUS Corporation (T $22.13)
  • $22.13 P/E (TTM): 34.53X Cap: $33.42B
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• FirstService Corporation (FSV $269.29)
  • $269.29 P/E (TTM): 63.65X Cap: $12.27B
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Q: Hell 5i Team,
I am planning to cash out mutual fund and invest it in stocks in my wife's RRSP account (75K) which will be around 1/3 od my existing portfolio (150K). I have my TFSA and RRSP invested in stocks (mostly from Balanced Equity portfolio). I am considering these names, which I don't have in my existing portfolio. Do you see any concern with any name? Please suggest a couple of names for growth potential, but not too risky.
Thanks for the great service.
Kuldip

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Read Answer Asked by Kuldip on June 29, 2018