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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Recently Benj Gallagher was on Mike Campbell’s Money Talks. I don’t subscribe to the idea of being a contrarian just for the sake of being different, but I do believe there can be great buying opportunities for pretty much anything when it becomes oversold or out of favour. Benj mentioned that Quarterhill and GMP were two of his favorites looking forward. This was based on suffering substantial drops recently, having little to no debt, good cash flow and reserves and good management. Do you agree that these two meet those criteria? what do you think about them looking forward? Even if they rebounded close to their 52 week highs it would mean substantial gains.
Thanks
Read Answer Asked by david on August 22, 2018
Q: Company gave the higher input cost and transportation as the reason of lower profit in 2Q-2018 and the stock fall 15% to 18%. Is this a concern for future or there is some thing more which pushed the price lower? Do you recommend adding to the position? It weights less than 1% of my portfolio.
Read Answer Asked by Piyush on August 22, 2018
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Read Answer Asked by Dave on August 22, 2018
Q: could you give me your opinion on if you were starting a new dividend stock between AltaGas or emera which would you choose. Emera has just guided down dividend growth for a few years and just wondering your take on both as a dividend investment with some growth.
thanks
Read Answer Asked by hans on August 22, 2018
Q: Hi Guys,
According to BMO, CAR.un is trading at 29 times AFFO. It normally trades at an average of 17.7 times AFFO.
Would this not suggest a very large over valuation and therefore a sell would be in order?

If you answer no, what is your justification for a buy at this valuation?
Thanks
John
Read Answer Asked by John on August 22, 2018
Q: Greetings! I am looking to add to my TFSA (long term), holdings that have good yield and strong dividend growth. I was considering either AQN or EMA, or should I divert from utilities and go with something with more potential for capital appreciation, TCL?
thank you!
Read Answer Asked by Mike on August 22, 2018
Q: Which companies do you like better than MG in the consumer cyclical sector for a growth-oriented investor focused on the long term?
Read Answer Asked by Andrew on August 22, 2018
Q: Similar to Dave I am having trouble assessing the value of Aimia and specifically assessing expected tax impacts of the sale of Aeroplan. Aimia's largest shareholder (Mittleman Brothers LLC) issued a statement supporting the recent offer - however, in this statement it notes expected taxes on the sale should be minimal - can you please confirm this?
The statement also notes that their "sum of the parts" valuation for Aimia is C$7.50 per share. This is based on a "full valuation" for PLM Premier - however, even discounting that to the recent offer received the valuation is closer to C$5 per share. Also no value is being assigned to potential tax losses that could be carried forward.
What is driving the substantial discount in the share price? Does 5i have a view on what the "fair value" of Aimia is based on the revised Aeroplan offer?
Read Answer Asked by Shyam on August 22, 2018
Q: Is Goldcorp still worth holding. What is your present opinion on this stock? Thanks.
Read Answer Asked by Gerry on August 22, 2018
Q: My question is on VIVO. It's a rebrand from former Abcann Global and apparently your system has not yet updated so I couldn't put it into the box above. Just wondering if you have any further insights in regard to this stock. I recognize that it is just one more entry in a large field of cannabis "wannabees". They suggest on their website that they have some proprietary technology in regard to cannabis production that might give them an advantage but I'm not sure how much credence to put in this claim. Generally, please give your opinion on VIVO currently in regard to valuation, management and forward guidance, to the extent that you are able. Also, do they have any free cash flow at the moment and what is their debt level like. Thanks.
Read Answer Asked by Donald on August 22, 2018
Q: I have been seeing more questions on TH recently and see no reason not to begin a modest position but I wanted to compare it to two companies you have endorsed and which I own. Do you see more or less upside in TH vs RHT and COV? Could you rank these three according to growth potential and risk? To clarify, please rank 123 based on which have the most upside and 123 based on which are risky from least to most. Deduct credits as you see fit.

Thanks!
Read Answer Asked by Tim on August 22, 2018
Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.
Read Answer Asked by Piyush on August 22, 2018