Investment Q&A

• Premier American Uranium Inc. (PUR $1.16)
  • $1.16 Cap: $40M
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Q: two strong days for PUR, any idea why?
thanks Peter

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Read Answer Asked by Peter on April 26, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Thanks for the good service you have helped my portfolio and my investing greatly...if one was to invest in the balanced 5i and the growth with no fixed income what percentage would you recommend be allocated to each for an aggressive investor ... also, what percentage would you recommend for a conservative investor...

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Read Answer Asked by gene on April 26, 2016

• iShares Canadian Financial Monthly Income ETF (FIE $8.76)
  • $8.76 P/E (TTM): 19.14X Cap: $1.13B
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Q: I note that this fund pays a 7.2% dividend and yet all the stocks they have in their portfolio might average 4%. Can you explain how they do this. Their MER is .85

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Read Answer Asked by roland on April 26, 2016

• Neptune Wellness Solutions Inc. (NEPT $1.97)
  • $1.97 Cap: $8M
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Q: Two questions.Both ntb and hsm have moved the last few days helped by some hype.The president of hsm is scheduled,I think,on Bnn this afternoon.Your opinion of these companies is appreciated.

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Read Answer Asked by Maurice on April 26, 2016

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Hello,

I am considering buying CanWel Building Materials Group (CWX) based on the current technical indicators that I rely on. I'm wondering if you can provide any technical or fundamental pros or cons that would help me decide if now is the time to start a position? Would you recommend buying and is the dividend safe?

Thanks!

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Read Answer Asked by Tim on April 26, 2016

• BetaPro US 30-year Bond -2x Daily Bear ETF (HTD $9.87)
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Q: Hello Peter.

I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?

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Read Answer Asked by nicholas on April 26, 2016

• Aurinia Pharmaceuticals Inc. (AUP $16.76)
  • $16.76 P/E (TTM): 38.15X Cap: $2.39B
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Q: Hello 5i,

One of my 'fun to own' companies is having both good news and bad news. The CEO just left (bad) and the company is reporting good news on an open trial with just 10 people taking voclosporin, they also have been given fast track designation. The company un-blinds their larger trial (phase 2b) this August. What do you think of all this, is worth holding for the binary event?

Thanks,

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Read Answer Asked by Mark on April 26, 2016

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X Cap: $98M
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Q: Could I have your view on this company? Is the monthly dividend sustainable as it is quite high. Tnx

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Read Answer Asked by Jacques on April 26, 2016

• Cascades Inc. (CAS $9.00)
  • $9.00 Cap: $910M
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Q: Hi,
Just wondering your thoughts on this company. Reviewing it, but wondering your thoughts. I don't see any questions on it here.
Thanks

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Read Answer Asked by Trevor on April 26, 2016

• Bausch Health Companies Inc. (BHC $7.89)
  • $7.89 Cap: $2.91B
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Q: Do you have thoughts about the new CEO? Does this change the fundamental outlook for Valeant in the short to medium term? Thank-you

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Read Answer Asked by Alex on April 26, 2016

• Vanguard Real Estate Index Fund ETF (VNQ $89.83)
  • $89.83 P/E (TTM): 79.73X Cap: $33.74B
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Q: I'm glad you agree with my conclusion of XRE vs US REITS. The heart of my question was on VNQ (my apology for messing up the symbol) and if not VNQ what can you recommend as a suitable US REIT ETF?

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Read Answer Asked by Jeff on April 26, 2016

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: I hold this in my RRSP and it has dropped from $60.00 to present level of $53.85. How much further would you feel this is going to drop, or are we at the bottom. I feel I should average down.

Thanks for your advice.

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Read Answer Asked by Rick on April 26, 2016

• Atlantic Power Corporation (ATP $3.61)
  • $3.61 P/E (TTM): 5.29X Cap: $324M
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Q: My investment in ATP convertable debentures will be called in May. Would you invest the proceeds in either ATP DB.U or DB.D?

Thanks Guys

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Read Answer Asked by Warren on April 26, 2016

• Mainstreet Equity Corp. (MEQ $189.44)
  • $189.44 P/E (TTM): 7.19X Cap: $1.76B
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Q: Regarding MEQ. Could I get your thoughts on this company. If I recall correctly its a play on multi family housing in western Canada. How does their valuation look against say Boardwalk. Why don't they pay a dividend? If they were to pay a dividend on the same payout as boardwalk what would the yield look like.

Thanks, Rob

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Read Answer Asked by Rob on April 26, 2016

Q: Hi Peter! You have often made the point that every trade has an opposing view. If I hold a mutual fund or ETF that is currency hedged does that mean that someone on the other side is betting against my decision to hedge the fund or ETF. I lack a proper understanding of this situation and would appreciate your clarification. Ian

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Read Answer Asked by Ian on April 26, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
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Q: Could you give me your outlook for Prism Medical, it's recent quarter, it's payout ratio, its recent decline and the sustainability of the (increasing) dividend?

Thanks for your service

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Read Answer Asked by Ozzie on April 26, 2016

• BMO US Put Write ETF (ZPW $15.33)
  • $15.33 P/E (TTM): 63.3X Cap: $73M
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Q: Peter and team,
Please comment on BMO US Put Write

Thank you

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Read Answer Asked by Michael on April 26, 2016

• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
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Q: U seems to trade between $4.50 and $5.50. I was thinking of buying it below $5 and selling it above $5, and do this as often as I can. What do you think?

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Read Answer Asked by Patrick on April 26, 2016

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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Q: Husky announced after the close today and I found it odd that 1\2 million shares trading the last 8 minutes of trading. IS this normal tradeing practice? Thanks Cliff

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Read Answer Asked by cliff on April 26, 2016

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: What do you think of the last quarter results and the dividend raise?

Thank you

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Read Answer Asked by Olivier on April 26, 2016