Investment Q&A

• Franco-Nevada Corporation (FNV $346.54)
  • $346.54 P/E (TTM): 50.74X Cap: $66.65B
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• OR Royalties Inc. (OR $59.07)
  • $59.07 P/E (TTM): 72.18X Cap: $10.96B
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• Agnico Eagle Mines Limited (AEM $291.82)
  • $291.82 P/E (TTM): 35.0X Cap: $144.39B
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• Richards Group Inc. (RIC $28.50)
  • $28.50 P/E (TTM): 15.84X Cap: $336M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi

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Read Answer Asked by JOSEPH on August 02, 2017

• Zendesk Inc. (ZEN)
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Q: Could you give me your opinion on Zendesk (ZEN). How would it compare to Shopify? Thanks, Mark

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Read Answer Asked by Mark on August 02, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $53.65)
  • $53.65 P/E (TTM): 57.55X Cap: $24.36B
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Q: Hi Peter, the Brookfield companies have all been going down lately. Is this primarily because of currency impacts?

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Read Answer Asked by Randip on August 02, 2017

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: What is your opinion on BPY.Un please? Hold or sell?

Appreciate your comment.
Thank you
Albert

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Read Answer Asked by ALBERT on August 02, 2017

• CSX Corporation (CSX $41.34)
  • $41.34 P/E (TTM): 26.61X Cap: $76.16B
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Q: Can I have your opinion on the share price decrease for CSX over the last month. It appears there is a lot of employee pushback to the changes as well as dissatisfied customers. Has the shine come off of Hunter Harrison?

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Read Answer Asked by Valdis on August 02, 2017

• Miscellaneous (MISC)
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Q: Could you please suggest 4 names to be held in a TFSA, willing to take a medium to high risk, I would not want any names from the balanced equity portfolio.

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Read Answer Asked by Peter on August 02, 2017

• Gibson Energy Inc. (GEI $27.55)
  • $27.55 P/E (TTM): 29.9X Cap: $4.48B
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Q: Q2 earnings out, is it good to buy now. I see Ryan is on BNN market call early Wednesday.
Regards AEO

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Read Answer Asked by Alan on August 02, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hi guys, I'm looking to deploy new cash and add 2-3 stocks to a starter portfolio that is split between RRSP and TFSA, long term hold. Current port holds, SHOP,KXS,PBH,TOY,NFI,GUD,CCL.B, and (CRH down 45%). I'm Looking for balanced growth and for the stocks to be in one of 5i portfolio's. Ty!

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Read Answer Asked by Derek on August 02, 2017

• Cardinal Energy Ltd. (CJ $9.66)
  • $9.66 P/E (TTM): 19.87X Cap: $1.52B
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Q: Whats your view on Cardinal energy earnings They seem to beating the earnings. Would you buy at this level.

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Read Answer Asked by Tom on August 02, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $19.47)
  • $19.47 P/E (TTM): 25.95X Cap: $2.04B
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Q: Please Comment on earnings
Thank you
Karim

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Read Answer Asked by Karim on August 02, 2017

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

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Read Answer Asked by rajeev on August 02, 2017

• Saputo Inc. (SAP $42.31)
  • $42.31 Cap: $16.87B
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Q: Hi Team,

Can you please comment on Saputo's recent earning report.

Thanks you,
R

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Read Answer Asked by Ramin on August 02, 2017

• Amazon.com Inc. (AMZN $203.58)
  • $203.58 P/E (TTM): 29.11X Cap: $2.22T
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• The Boeing Company (BA $236.30)
  • $236.30 P/E (TTM): 98.67X Cap: $190.51B
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• Cognex Corporation (CGNX $43.02)
  • $43.02 P/E (TTM): 67.26X Cap: $7.30B
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Q: I am considering moving part of my profit in shopify to either cognex, amazon or boeing.

Which of the 3 would you recommend today?

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Read Answer Asked by Mark on August 02, 2017

• Chartwell Retirement Residences (CSH.UN $21.15)
  • $21.15 P/E (TTM): 95.05X Cap: $6.35B
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• Chesswood Group Limited (CHW $0.90)
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Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

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Read Answer Asked by Gary on August 01, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: good day...we have not added byd.un to our portfolio as of yet and to do so we would have to lessen our exposure to eci by 1% to make the 2% weighting in byd.un both of these are in tax protected accts at this time...does selling eci to make a full exposure to byd.un make sense at this time...cheers

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Read Answer Asked by gene on August 01, 2017

• Canadian Dollar ($CAD)
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Q: We always see the US$ FX value, today south of 93. As for the Cdn $, we always see it against the US$. Is there a Cdn$ index where it is measured against a basket of other currencies, not just the US$. Thanks.

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Read Answer Asked by John on August 01, 2017

• North West Company Inc. (The) (NWC $53.18)
  • $53.18 P/E (TTM): 18.06X Cap: $2.50B
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Q: Good day 5i team, I am thinking of starting a position in North West Co. Have been waiting for a dip for entry but may just get on with it and fill my consumer non cyclical space. Question: I don't see it in the income or balanced portfolio, any compelling reasons for not including it in an income portfolio with some capital gain long term? This will be a longer term hold inside a registered portfolio

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Read Answer Asked by Harry on August 01, 2017

• Stars Group Inc. (The) (TSGI $37.49)
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Q: Does 5i know anything about the chinese investor Tang Hao who now owns 15% plus of the company shares?
Thx

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Read Answer Asked by blake on August 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: You have a positive report on this company dated Jul 13, 2017 yet I no longer see it in any of your model portfolios. I'm sure I bought it when it was in the balanced portfolio. Why has this been removed?

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Read Answer Asked by Stephen on August 01, 2017

• NFI Group Inc. (NFI $17.17)
  • $17.17 Cap: $2.06B
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Q: I have been thinking about buying NFI but I am hesitant to do so with the advent of a possible competitor
company called Grande West Transportation, albeit their buses are smaller. Also, I note that some insiders of NFI have been recent sellers of the stock. Would appreciate your thoughts. With thanks, Bill

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Read Answer Asked by William J on August 01, 2017