Investment Q&A

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Milestone Apartments Real Estate Investment Trust (MST.UN $22.15)
  • $22.15 P/E (TTM): 36.3X
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Q: How would you compare Tricon and Milestone going forward for growth etc ?

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Read Answer Asked by terrance on January 19, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,310.35)
  • $2,310.35 P/E (TTM): 8.07X Cap: $49.92B
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Q: In December, you suggested that, with its investment profile now dominated by insurance holdings, Fairfax might lose its premium multiple. But many insurance co's offer a better dividend and at least as good a growth profile; what's actually to like about today's Fairfax - or is it, essentially, still coasting on its outstanding performance during the Great Recession?

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Read Answer Asked by John on January 19, 2017

• TELUS Corporation (T $20.99)
  • $20.99 P/E (TTM): 32.94X Cap: $32.35B
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Q: Peter, great job on Market Call today!
Is Telus 5i Research's favourite Canadian telecom? Why or why not? Thanks in advance.

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Read Answer Asked by Jonathan on January 19, 2017

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Peter and His Wonder Team
I realize CET is a quality junior energy services company that probably has had a near death experience in this energy downturn. However today it is up +17%. So I am wondering why...can you see any news? Also do you think they have improved there position going forward. Your observations are appreciated...
Peter......as usual you were great on BNN today!
Thanks!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on January 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Peter,u are great today on BNN today.You are so popular that I was unable to get through from 1pm onwards.PHo seems to be struck near the 52 week high of $1.03.What is the catalyst required to go higher? Thanks for u usual great services & opinions.

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Read Answer Asked by Peter on January 19, 2017

• TELUS Corporation (T $20.99)
  • $20.99 P/E (TTM): 32.94X Cap: $32.35B
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Q: On BNN today Greg Newman stated that Telus would pay out over 100% of free cash flow in dividends this year. This caught me by surprise. Do you agree and if so I wonder how they expect to keep their aggressive program of dividend increases?

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Read Answer Asked by Kim on January 19, 2017

• Fortis Inc. (FTS $71.47)
  • $71.47 P/E (TTM): 21.16X Cap: $36.23B
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Q: Hi. I was wondering what your opinion is about Fortis? Perhaps for the next year or so. Thanks Sean

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Read Answer Asked by Sean on January 19, 2017

• Miscellaneous (MISC)
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Q: I was not able to watch Peter on BNN today. Could you briefly advise of the stock suggestions he made during the show?

Thank you, Peter

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Read Answer Asked by Peter on January 18, 2017

• Constellation Software Inc. (CSU $3,815.46)
  • $3,815.46 P/E (TTM): 92.2X Cap: $80.15B
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Q: I am confused about 5i's view on CSU based on BNN's summary of Peter's interview today. CSU is listed as a holding in the Top 5 Positions, yet it is listed as no longer held
elsewhere. Huh?

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Read Answer Asked by Frank on January 18, 2017

• Cineplex Inc. (CGX $12.49)
  • $12.49 Cap: $792M
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Q: Any reasons for 2% drop today?Recent $53.41 all time high,& many recent guests on BNN like it.Your short current view please.Thanks for u usual great views & views.

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Read Answer Asked by Peter on January 18, 2017

• Superior Plus Corp. (SPB $7.82)
  • $7.82 P/E (TTM): 31.91X Cap: $1.78B
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Q: Do you know of a reason for the reason drop in price? What is your current view on the stock. thanks

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Read Answer Asked by clara on January 18, 2017

Q: I bought AcuityAds not too long ago for about $1.30. It has had a nice run up recently to around $3.40. What is driving the increase? Should I buy more? Or should I take a half position off the table and then repurchase more if it comes back down?

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Read Answer Asked by Grant on January 18, 2017

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
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Q: Hi 5i, I held IT in my TFSA and have recently sold the position. Can you make some recommendations for growth in my TFSA? Thanks.

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Read Answer Asked by Mark on January 18, 2017

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.14)
  • $10.14 Cap: $493M
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Q: I have stocks in my Trading account, but will be in Guatemala doing volunteer work for the next month. Can you suggest a safe place to "park" my trading money for a month (or more)? Something safe but that provides income would be ideal. Thank you!

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Read Answer Asked by Ken on January 18, 2017

• Taiga Building Products Ltd. (TBL $3.40)
  • $3.40 P/E (TTM): 8.1X Cap: $367M
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Q: TBL.nt
I have owned this security for 8 years and in truth, I am probably overweighted in it.

They have never missed a payment and their financials appear strong.

I am wondering what you folks think of it.

Looking forward to seeing Peter this evening on BNN.

THANKS VERY MUCH,
Don

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Read Answer Asked by Don on January 18, 2017

• Stella-Jones Inc. (SJ $77.93)
  • $77.93 P/E (TTM): 13.23X Cap: $4.33B
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Q: Stella Jones had a bit of a surprise. I have a 3/4 position. Should I sell, hold or buy more?

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Read Answer Asked by Douglas on January 18, 2017

• Cameco Corporation (CCO $120.27)
  • $120.27 P/E (TTM): 100.32X Cap: $53.71B
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Q: Hi 5i, do you know why CCO is down so much today and continue to slide now ?

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Read Answer Asked by Motoi on January 18, 2017

• Medicure Inc. (MPH $1.09)
  • $1.09 Cap: $11M
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Q: MPH took a big dive today. Do you know why and is there some concern here? I am up over 100% so not too worried but would like some info.

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Read Answer Asked by John on January 18, 2017

• Kinaxis Inc. (KXS $178.89)
  • $178.89 P/E (TTM): 147.91X Cap: $5.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.84)
  • $242.84 P/E (TTM): 97.05X Cap: $314.60B
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• Savaria Corporation (SIS $22.02)
  • $22.02 P/E (TTM): 28.65X Cap: $1.57B
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Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?

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Read Answer Asked by Charles on January 18, 2017

• Ivanhoe Mines Ltd. (IVN $14.74)
  • $14.74 P/E (TTM): 36.49X Cap: $20.05B
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Q: A follow up on David's IVN question. I needed some funds, so sold this holding at 2.99 last week for a small gain, and then it really started to climb! I thought to get in on a dip, but there seems to be no sign of a dip. Is the value in today's stock price, and would it be okay to take a whole or half position to get back in? Or, is it indeed inflated.

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Read Answer Asked by Kim on January 18, 2017