Investment Q&A

• Dollarama Inc. (DOL $191.97)
  • $191.97 P/E (TTM): 43.52X Cap: $53.38B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.29)
  • $79.29 P/E (TTM): 16.1X Cap: $13.97B
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• Alimentation Couche-Tard Inc. (ATD $69.35)
  • $69.35 P/E (TTM): 18.79X Cap: $66.30B
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• MTY Food Group Inc. (MTY $38.27)
  • $38.27 P/E (TTM): 22.52X Cap: $857M
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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 wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.

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Read Answer Asked by Michael on September 06, 2016

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: This is a follow-up to the August 10th question from kelsi. This question mentions a share buyback in place but I could not find any information about any share buybacks. Does PTG have a share buyback plan? Thank-you.

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Read Answer Asked by Alex on September 06, 2016

• Mirasol Resources Ltd. (MRZ $0.36)
  • $0.36 Cap: $30M
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Q: I owned shares in MRZ on August 19th, 2016 when the company announced a "Rights Offering" with the rights expiring on Sept. 19/16. I sold my MRZ shares on the last week of August. My question is what happens to those rights once the shares are sold?

Many tnx for the great work.

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Read Answer Asked by Jacques on September 06, 2016

Q: Someone asked about options reading material and someone else mentionned Richard Croft. here is a website which may be of interest. Croft contributes to it:
http://optionmatters.ca/

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Read Answer Asked by joseph on September 06, 2016

• Ivanhoe Mines Ltd. (IVN $11.30)
  • $11.30 P/E (TTM): 29.33X Cap: $15.11B
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Q: Please provide your opinion on this company as to whether it is a hold, buy or sell. Thank you for your assistance.

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Read Answer Asked by David on September 06, 2016

• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
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Q: Any idea as to why the HRX stock price has fallen so significantly lately?

Thanks!

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Read Answer Asked by Gregory on September 06, 2016

• Miscellaneous (MISC)
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Q: What are some of the reasons a director/ officer/ insider of a company might be prohibited from discussing said company ?

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Read Answer Asked by Robert on September 06, 2016

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $60.66)
  • $60.66 P/E (TTM): 10.02X Cap: $16.69B
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Q: Hello Gentleman

I presently hold a half position in MG in my cash account. While recognizing it is a good holding, it seems to be rather flat of late. I am considering selling MG and replacing it with BYD.UN.

I am a conservative investor with a well-balanced portfolio. Your thoughts please.

Thanks.

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Read Answer Asked by Peter on September 06, 2016

• Enghouse Systems Limited (ENGH $22.32)
  • $22.32 P/E (TTM): 15.87X Cap: $1.21B
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Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks

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Read Answer Asked by Luc on September 06, 2016

• Miscellaneous (MISC)
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Q: Hello 5i,
Can you tell me the easiest way to determine what sector a stock is in on the TSX and the Venture?
Thanks
Dave

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Read Answer Asked by Dave on September 06, 2016

Q: Hi Peter, Ryan and Team,

I own shares of CTH. In your opinion, would it be better to sell at around $52 or wait?

Thank you for your insight.

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Read Answer Asked by Michel L on September 05, 2016

Q: Hi. CAn you tell me what is going on with twin butte nd its status as it a buy sell or hold. Tanx Cliff

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Read Answer Asked by cliff on September 05, 2016

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Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

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Read Answer Asked by Shyam on September 02, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Would you kindly provide your analysis on ITP's acquisition of Powerband?

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Read Answer Asked by Joseph on September 02, 2016

• lululemon athletica inc. (LULU $193.04)
  • $193.04 P/E (TTM): 12.89X Cap: $21.39B
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Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.

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Read Answer Asked by Douglas on September 02, 2016

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: appreciate an update and your long term (2-3years) outlook for Sandvine...
ed

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Read Answer Asked by edward on September 02, 2016

• Russel Metals Inc. (RUS $40.36)
  • $40.36 P/E (TTM): 15.16X Cap: $2.26B
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Q: Could you please give your comments on Russel Metals. I have a small position that is currently losing 18%. The dividend is attractive but it does seem to be struggling. If you feel it should be sold, your thoughts on replacement ?
Many thanks.

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Read Answer Asked by Alexandra on September 02, 2016

• Miscellaneous (MISC)
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Q: I hold two rate-reset preferred stocks in my diversified portfolio - Pembina Pref and Brookfield Office Pref. When thinking about sector allocation, would you suggest I exclude these two stocks (as essentially fixed income), or should I include Pembina in my Utility sector weighting, and Brookfield Office in my Real Estate sector weighting? Thank you for your input. Edward

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Read Answer Asked by Edward on September 02, 2016

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $216.62)
  • $216.62 P/E (TTM): 55.41X Cap: $10.75B
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Q: You cover FSV still but not CIG. Might 5i cover CIG or is the focus on other opportunities.Thx

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Read Answer Asked by blake on September 02, 2016

• Miscellaneous (MISC)
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Q: For every $100,000 how much should be in fixed income for someone who will expect to begin using some money within 5-7 years? Thanks!

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Read Answer Asked by Ann on September 02, 2016