Investment Q&A

• Pine Cliff Energy Ltd. (PNE $0.63)
  • $0.63 Cap: $226M
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• Birchcliff Energy Ltd. (BIR $5.91)
  • $5.91 P/E (TTM): 21.11X Cap: $1.61B
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• Spartan Energy Corp. (SPE $6.68)
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• Yangarra Resources Ltd. (YGR $0.99)
  • $0.99 P/E (TTM): 4.95X Cap: $100M
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Q: Hi 5i Team,

Can you please let me know if these O & G stocks are worth holding. Pine Cliff, Spartan,Yangarra and Birchcliffe.

Thank you very much for an excellent service,

Pat.

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Read Answer Asked by Patrick on March 10, 2017

• Canoe EIT Income Fund (EIT.UN $15.40)
  • $15.40 Cap: $2.44B
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Q: What do you think of EIT.UN? Thanks.

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Read Answer Asked by George on March 10, 2017

• Miscellaneous (MISC)
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Q: I have a non-registered and a TFSA account. Which account should these stocks be in?

Many Thanks,
Peter

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Read Answer Asked by Peter on March 10, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $36.12)
  • $36.12 Cap: $23.76B
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• AltaGas Ltd. (ALA $42.51)
  • $42.51 P/E (TTM): 16.29X Cap: $12.71B
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Q: I already own Altagas for dividend growth. Would it make sense to also own BEP.UN or there is too much overlap? Thanks.

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Read Answer Asked by Jean-Bernard on March 10, 2017

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Q: What are your thoughts on mutual funds for retirement? Or is it better just to pick individual stocks, etf's and bonds?

Thanks
Sean

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Read Answer Asked by sean on March 10, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Which co. do you prefer and why IPL or ENF. I already hold ALA and RNW. Thank you

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Read Answer Asked by John on March 10, 2017

• WEQ Holdings Inc. (WEQ $2.13)
  • $2.13 Cap: $34M
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Q: The sale announced by WEQ seems like it will make a substantial dent in their debt but I don't know the degree to which it will affect their revenue or profits. What is your opinion? If sale goes through will debt become manageable while leaving reasonable opportunity for revenue generation?

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Read Answer Asked by Peter on March 10, 2017

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Q: I was listening to a guest on BNN market call tonight Mar 3/17 and the guest stated that REIT's should be held outside of a TFSA as the income is return of capital and is tax differed. Is that correct that when you dispose of the individual REIT in your TFSA that you will be taxed on the investment as capital Gains.I thought all gains and income on any type of investment excluding US holdings in a TFSA are tax free. I intend to do monthly withdrawls from my distributions from my REITS, Dividends and ETF's monthly in my retirement and thought all these withdrawls would be tax free as well as any sale of the stock/REIT/ETF position.
Could you give me your opinion.
Thanks

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Read Answer Asked by Michael on March 10, 2017

• Savaria Corporation (SIS $20.29)
  • $20.29 P/E (TTM): 26.35X Cap: $1.44B
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Q: Good Morning
Since November 29, 2016 there were no insider buyers in this Company just sellers. Furthermore, both the CEO and CFO reduced their positions by 2,000,000 shares each during the last year.

Is this cause for concern?
Thank you

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Read Answer Asked by Terry on March 10, 2017

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Please comment on Chesswood CHW earnings and your comments on the company

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Read Answer Asked by Darcy on March 10, 2017

• Savaria Corporation (SIS $20.29)
  • $20.29 P/E (TTM): 26.35X Cap: $1.44B
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Q: Savaria has announced a $1.1m contract in China. The share price has responded quite well. A $1.1m contract is not “huge” but if they do a good job executing it doors may open.

China has the potential to be a “huge” market.

Your thoughts?

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Read Answer Asked by Richard on March 10, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: I am considering adding to my position in CZO, NLN AND PLI at these lower prices. Would you support this action?? And, would you please rank these three companies in terms of potential growth/ Thanks for your help

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Read Answer Asked by Bob on March 10, 2017

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B $1.56)
  • $1.56 Cap: $49M
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• KP Tissue Inc. (KPT $9.68)
  • $9.68 P/E (TTM): 22.0X Cap: $96M
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Q: Hello

I am a huge cyclist but Dorel is seemingly having problems with Cannondale business.

Can you comment on earnings? Should focus go to GAP adjusted earnings.


Lastly could you comment on KPT earnings?

Thank you very much
Stephane

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Read Answer Asked by Stephane on March 10, 2017

• Rio Tinto Plc (RIO $64.80)
  • $64.80 P/E (TTM): 9.17X Cap: $81.26B
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Q: Good morning. What do you think of Rio Tinto? I know its not a stock you generally follow. If I were to sell what Canadian stock(s) would you recommend I replace it with?

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Read Answer Asked by Robert on March 10, 2017

• Tourmaline Oil Corp. (TOU $62.95)
  • $62.95 P/E (TTM): 15.74X Cap: $23.58B
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Q: Is this a good entry point for TOU? Tx

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Read Answer Asked by hugh on March 10, 2017

• Miscellaneous (MISC)
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Q: Good Afternoon,
Can you please provide me a list of your top Consumer Staples stocks right now? Thanks.

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Read Answer Asked by Chris on March 10, 2017

Q: What do you think of taking a position in FAH.U as part of a global diversification plan? It would be part of a portfolio go along with India, Europe and US etf's.

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Read Answer Asked by David on March 10, 2017

• Kinaxis Inc. (KXS $175.17)
  • $175.17 P/E (TTM): 147.23X Cap: $4.95B
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• AirBoss of America Corp. (BOS $5.08)
  • $5.08 Cap: $137M
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• goeasy Ltd. (GSY $174.01)
  • $174.01 P/E (TTM): 10.46X Cap: $2.79B
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• Exco Technologies Limited (XTC $6.77)
  • $6.77 P/E (TTM): 10.92X Cap: $259M
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.64)
  • $19.64 P/E (TTM): 16.9X Cap: $1.99B
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• ECN Capital Corp. (ECN $2.96)
  • $2.96 Cap: $833M
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Q: Hi Gang, Looking to add a company or two so what order would you put the above in for growth looking out 12 months. I already own SIS, TNC and SHOP.

Thanks
Anthony

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Read Answer Asked by Anthony on March 10, 2017

• Canopy Growth Corporation (WEED $1.88)
  • $1.88 Cap: $500M
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: I am thinking about taking a position in each of these two companies. Would you support such a move and if not could you suggest a small cap Company that you believe has good growth potential. Again thanks for your help

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Read Answer Asked by Bob on March 10, 2017

• Miscellaneous (MISC)
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Q: You responded to a question by "Bern" just now, but the company name is not given.

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Read Answer Asked by Danny-boy on March 10, 2017