Investment Q&A

• FirstService Corporation (FSV $245.92)
  • $245.92 P/E (TTM): 61.69X Cap: $11.09B
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Q: Good morning
First Service seems to be climbing nicely. Is there some specific news? Cheers

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Read Answer Asked by Margot on July 25, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment on AW.UN's results today Txs for u usual great services & views

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Read Answer Asked by Peter on July 25, 2019

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.91)
  • $4.91 Cap: $1.21B
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Q: Your comments on NWH.UN's recent purchase of properties & their issuance of trust units . Are these moves positive, negative or neutral. So far it has done well for me. Thanks ,as always for your valued information.

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Read Answer Asked by Dave on July 25, 2019

• ARC Resources Ltd. (ARX $26.95)
  • $26.95 P/E (TTM): 12.04X Cap: $15.91B
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• Whitecap Resources Inc. (WCP $9.90)
  • $9.90 P/E (TTM): 6.46X Cap: $5.83B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Savaria Corporation (SIS $19.68)
  • $19.68 P/E (TTM): 29.04X Cap: $1.43B
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!

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Read Answer Asked by Sylvia on July 25, 2019

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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• Slate Retail REIT Class U Units (SRT.U)
  • P/E (TTM): 9.5X Cap: $291M
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Q: Am looking at these two reits who pay distributions in US $. Your opinion on both and would you recommend one or the other, both or neither. Thanks Derek

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Read Answer Asked by Derek on July 25, 2019

• Alimentation Couche-Tard Inc. (ATD $76.67)
  • $76.67 P/E (TTM): 20.25X Cap: $71.51B
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• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: May I please have your opinion on the Fire and Flower deal announced today. Thank you.

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Read Answer Asked by Manoj on July 25, 2019

Q: À Canadian citizen returning to Canada after working in Australia for 14 years. Can such a person make TFSA’s contributions retroactive ?
This would make an eligible contribution today of $ 63,500.00
I cannot find an answer to this question anywhere.
Thanks

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Read Answer Asked by Luc on July 25, 2019

• nLIGHT Inc. (LASR $19.54)
  • $19.54 Cap: $961M
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Q: What are your thoughts on nLight?

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Read Answer Asked by Liam on July 25, 2019

• Strathcona Resources Ltd. (SCR $32.57)
  • $32.57 P/E (TTM): 9.92X Cap: $6.97B
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Q: Please comment on today's results and what do you think are the chances of getting the NJ gambling licence?
Thx

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Read Answer Asked by Tim on July 25, 2019

• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $102.21)
  • $102.21 P/E (TTM): 47.99X Cap: $11.54B
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• Vanguard Dividend Appreciation FTF (VIG $206.17)
  • $206.17 P/E (TTM): 23.33X Cap: $89.34B
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Q: Which would you prefer to beef up US exposer in an RRSP

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Read Answer Asked by GRAHAM on July 25, 2019

• Savaria Corporation (SIS $19.68)
  • $19.68 P/E (TTM): 29.04X Cap: $1.43B
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Q: I own ENB, CGX, BPY, AQN, and MSI in my TFSA and also have a 20% cash position. Was looking at deploying half the cash into one of either AFN, JWEL, FSZ, NFI or SIS. What would you suggest as the best for a 5+ year hold with a combination of dividends and growth.

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Read Answer Asked by Kelly on July 25, 2019

• Tesla Inc. (TSLA $328.49)
  • $328.49 P/E (TTM): 181.13X Cap: $1.06T
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Q: Do you view Tesla as an auto or tech company? Would you focus on gross margin and production in the quarterly results or would you value the company based on its technology, considering the level of investments in autonomous self driving cars by the traditional auto manufacturers? Will the end game for Tesla is being acquired by a traditional auto manufacturer? Is it a buy for you at this stage?

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Read Answer Asked by Rajiv on July 25, 2019

• Immunoprecise Antibodies Ltd. (IPA $6.50)
  • $6.50 Cap: $297M
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Q: Does this company have any insider ownership?
Has there been any recent insider activity?
Thanks

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Read Answer Asked by EVAN on July 25, 2019

Q: Thoughts Please, Thank You!

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Read Answer Asked by JAMES on July 25, 2019

• Agnico Eagle Mines Limited (AEM $167.92)
  • $167.92 P/E (TTM): 25.1X Cap: $81.24B
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• Sprott Physical Gold and Silver Trust (CEF $43.08)
  • $43.08 P/E (TTM): 1116.35X Cap: $9.13B
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Q: Is CEF and CEF.U a good choice as a holding of gold and silver bullion. I realise there are storage costs involved but can you suggest an alternative that also holds the actual metals in storage. Preferably with lower MER than what Sprott collects on CEF at .73%.
An e.t.f. perhaps? Or just go with a solid producer such as AEM and forget bullion.
The maximum 5% holding is for portfolio insurance.
Thank you.

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Read Answer Asked by Gerald on July 25, 2019

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.91)
  • $50.91 P/E (TTM): 13.47X Cap: $5.72B
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Q: Would you say Atco overall is a cyclical business (which one might think when viewing their work camp housing part of the company), or might one view it as a utility which one could buy and hold forever given its distribution business? Would you consider it a buy and if so why?

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Read Answer Asked by Anthony on July 25, 2019

• Enbridge Inc. cumulative redeemable preference shares series J (ENB.PR.U $24.98)
  • $24.98 P/E (TTM): 17.71X Cap: $50.58B
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Q: This stock has tanked over the past while. What is happening here?

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Read Answer Asked by Gregory on July 25, 2019

• ARC Resources Ltd. (ARX $26.95)
  • $26.95 P/E (TTM): 12.04X Cap: $15.91B
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• Vermilion Energy Inc. (VET $10.64)
  • $10.64 Cap: $1.67B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Chemtrade Logistics Income Fund (CHE.UN $11.12)
  • $11.12 P/E (TTM): 12.33X Cap: $1.28B
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• Ensign Energy Services Inc. (ESI $2.25)
  • $2.25 Cap: $421M
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Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.

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Read Answer Asked by George on July 25, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi Team
Any info on the numbers expected next week by AYX.
Thank-you in advance. Sam

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Read Answer Asked by sam on July 25, 2019

• Technology Select Sector SPDR ETF (XLK $261.23)
  • $261.23 P/E (TTM): 84.87X Cap: $82.35B
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Q: I currently have 1/3 of my TFSA in a cash position and am underweight in Industrial, Technology, and Consumer Cyclical. What ETFs do you favour that would help me to balance out my portfolio?

Thanks,
John

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Read Answer Asked by John on July 25, 2019