Investment Q&A

• Viemed Healthcare Inc. (VMD $6.50)
  • $6.50 P/E (TTM): 21.57X Cap: $255M
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Q: What happened to tank this stock today,can't find any news!!

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Read Answer Asked by terry on November 19, 2018

• Bank of Nova Scotia (The) (BNS $76.69)
  • $76.69 P/E (TTM): 15.93X Cap: $95.52B
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• BCE Inc. (BCE $33.15)
  • $33.15 P/E (TTM): 78.17X Cap: $30.24B
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• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $134.07B
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Q: Good morning 5i team
My daughter asked for my recommendation on where to invest the $22K she and her husband have in our two grandchildrens' (10 & 7) RESP. They are currently in a 60/40 set of bank mutual funds, and they contribute $100K a month. They are prepared to accept moderate risk. I don't particularly like bank M-funds, and am thinking to suggest 40% in a 5-year GIC, and 60% in blue-chip dividend payers like BCE, BNS &/or ENB. I would appreciate your advice on my general approach and stock picks.
Granddad Edward

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Read Answer Asked by Edward on November 19, 2018

Q: Hi Peter and 5i team,
What are your top five “diamonds in the trash!” stocks.
Thanks

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Read Answer Asked by john on November 19, 2018

• Tourmaline Oil Corp. (TOU $60.33)
  • $60.33 P/E (TTM): 18.06X Cap: $22.57B
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• Birchcliff Energy Ltd. (BIR $6.78)
  • $6.78 P/E (TTM): 13.54X Cap: $1.84B
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Q: What Canadian companies would benefit from the increase in natural gas prices?
Thanks

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Read Answer Asked by Amy on November 19, 2018

Q: Goodmorning
What are your thoughts on the 2 above preffered shares?
continue to hold or move on?
Thks
Marcel

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Read Answer Asked by Marcel on November 19, 2018

Q: Hello 5i team, Just wanted to thank you for the timely reports and updates on the various coverage companies. Thanks for the excellent work.

Shyam

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Read Answer Asked by Shyam on November 19, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I know photon is a cyclical and will come and go with the semi sector, but at an EV of 70million making almost 2 million in interest alone, the company would trade at 50x earnings without even their core business. would you still expect them to remain profitable, even with a very weak sector?

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Read Answer Asked by james on November 19, 2018

• Best Buy Co. Inc. (BBY $68.15)
  • $68.15 P/E (TTM): 16.14X Cap: $14.40B
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Q: Good Morning -- With Black Friday upon us combined with Best Buy's recent pullback -- can you see this as a short term trade if it gets a nice bounce?

Fallback would be to hold it a maximum of 24 months.

Thanks,
Raymond

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Read Answer Asked by raymond on November 19, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: On the weekend you sent an update that you were dropping KWH from the income portfolio. Can you point where that is noted on your web site please.
Thanks

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Read Answer Asked by fwb181 on November 19, 2018

Q: Now that there is little hope of market stability which stocks should we consider good buy?.

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Read Answer Asked by Nizar on November 19, 2018

• Suncor Energy Inc. (SU $53.20)
  • $53.20 P/E (TTM): 10.7X Cap: $65.30B
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• Ovintiv Inc. (OVV $53.42)
  • $53.42 P/E (TTM): 16.54X Cap: $13.90B
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Q: Should I just throw in the towel on Encana? If so, could you suggest a replacement? Thanks.

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Read Answer Asked by William on November 19, 2018

• Miscellaneous (MISC)
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Q: To implement a cautious and defensive position, what are your top picks in each of the following categories: 1. life insurance; 2. utilities; 3. telcos; 4. consumer staples?
Thanks for your response and keep up the good work.
David B.

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Read Answer Asked by David on November 19, 2018

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?

Thanks - Ron

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Read Answer Asked by Ronald on November 19, 2018

• AltaGas Ltd. (ALA $40.17)
  • $40.17 P/E (TTM): 21.36X Cap: $12.01B
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• TransAlta Corporation (TA $16.70)
  • $16.70 Cap: $4.94B
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Q: Opinion on Alta gas ....

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Read Answer Asked by antonio on November 19, 2018

Q: You refer in your latest report about "recent flash report" can you please clarify? Not sure which report you are referring to. Thank You. Heather

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Read Answer Asked by Heather on November 19, 2018

• Largo Inc. (LGO $2.27)
  • $2.27 Cap: $145M
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Q: is the decline in largo price related to the warrant conversion to shares announced today and when the warrants are converted this causes an increase in share count, am i correct and then with more shares issued the stock goes down to reflect that. dave

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Read Answer Asked by david on November 19, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter

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Read Answer Asked by Peter on November 19, 2018

• Canopy Growth Corporation (WEED $1.69)
  • $1.69 Cap: $181M
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Q: I invested late Oct at the top of the graph curve and am now down 35% because they issued new equity, diluting my share values. I am not panicking bec I think this relatively new firm has a future and knows how to set it self up nationally and internationally which new capital.
Do you agree with my optimism ?? Pls justify it.
Art

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Read Answer Asked by Arthur on November 19, 2018

• Descartes Systems Group Inc. (The) (DSG $142.30)
  • $142.30 P/E (TTM): 62.7X Cap: $12.20B
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Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?

Thanks,

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Read Answer Asked by Lyle on November 19, 2018

• PRO Real Estate Investment Trust (PRV.UN $5.90)
  • $5.90 P/E (TTM): 12.96X Cap: $363M
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• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $134.07B
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• AltaGas Ltd. (ALA $40.17)
  • $40.17 P/E (TTM): 21.36X Cap: $12.01B
  • View ALA Profile
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• Algonquin Power & Utilities Corp. (AQN $8.30)
  • $8.30 Cap: $6.35B
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• Medical Facilities Corporation (DR $15.02)
  • $15.02 P/E (TTM): 3.44X Cap: $292M
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• Diversified Royalty Corp. (DIV $3.32)
  • $3.32 P/E (TTM): 20.44X Cap: $561M
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Q: For ALA, AQN, DIV, DR, ENB, PRV.UN, what is the payout ratio for each of these companies? Is payout ratio a valuable measure of dividend sustainability? Can payout ratio about 100% be maintained? thanks

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Read Answer Asked by John on November 19, 2018