Investment Q&A

• Vermilion Energy Inc. (VET)
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• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Oil going up. Vet not going with the flow. Your thoughts. Wir.u for growth and dividend. Thanks

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Read Answer Asked by kenneth on March 14, 2019

• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• Bank of Nova Scotia (The) (BNS)
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• Inter Pipeline Ltd. (IPL)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Capital Power Corporation (CPX)
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• Chartwell Retirement Residences (CSH.UN)
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• Enerflex Ltd. (EFX)
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• Exchange Income Corporation (EIF)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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• True North Commercial (TNTUN)
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
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Q: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.

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Read Answer Asked by Roy on March 14, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: Which would you prefer at this time and why? Thanks.

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Read Answer Asked by Michael on March 14, 2019

Q: Please clarify your recent mail out regarding a Market update and PORTFOLIO CHANGES. I did not see any portfolio changes in the email.

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Read Answer Asked by Marty on March 13, 2019

• HEXO Corp. (HEXO)
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Q: Hi just wondering with the news today would you sell buy or hold it is at what I bought it for now 7.94

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Read Answer Asked by Jo-Anne on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Could I have your views on the latest earnings for this company. Would this company be a buy at this time, even though it is closely tied to the oil patch?

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Read Answer Asked by Jacques on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Can you please comment on the earnings from Badger.
In light of the pop on the stock today, would you consider
it expensive now?

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Read Answer Asked by James on March 13, 2019

• Great Canadian Gaming Corporation (GC)
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Q: You have mentioned strong earnings growth expected from GC however in the company section earnings are estimated at $2.43 in 2020 compared to $3.14 in 2019. Do you have some other numbers that you are expecting?
Thanks
Mike

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Read Answer Asked by michael on March 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I notice in a recent question regarding your picks between GC, CSU, SHOP, you left SHOP out of your top choices? Why? I own a lot of it - about 4%.

"Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Asked by Karim on March 13, 2019
5I RESEARCH ANSWER:
ATD.B, GC, CSU,

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Read Answer Asked by Graeme on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

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Read Answer Asked by Pat on March 13, 2019

• NFI Group Inc. (NFI)
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Q: I wished I'd asked this a couple weeks ago when I first came across this. NFI profile on 5i and TMX Money shows EPS last 12 months as $4.00. The company numbers are $2.75, y/e 2017=$3.06 and y/e 2016 $2.10. Can you shed any light on this discrepancy?
Expected EPS today I have $0.85. What do you have?

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Read Answer Asked by Keith on March 13, 2019

• Fortis Inc. (FTS)
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• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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• Emera Incorporated (EMA)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Can I get your take on CU? How would you compare it to EMA, AQN and FTS?

Thank you

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Read Answer Asked by Alex on March 13, 2019

Q: I have a small position in AT and wonder if their recent quarterly results warrants increasing my position.

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Read Answer Asked by rick on March 13, 2019

• FirstService Corporation (FSV)
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Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

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Read Answer Asked by Keith on March 13, 2019

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B)
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Q: Your comments, please, on QBR.B's results. Why is the share price down this morning? Buy, hold, or sell?

Thank you,

Walter

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Read Answer Asked by Kurt W on March 13, 2019

• Viemed Healthcare Inc. (VMD)
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Q: This is the second time in less then 6 months with negative news regarding government pricing stuff! it does create uncertainty.

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Read Answer Asked by fwb181 on March 13, 2019

• Constellation Software Inc. (CSU)
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• Great Canadian Gaming Corporation (GC)
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• Alimentation Couche-Tard Inc. (ATD)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

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Read Answer Asked by Karim on March 13, 2019

• BMO Low Volatility US Equity ETF (ZLU)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: I have a very good gain this year and my technical are telling me we will be probably in a sideways or slightly down market until the fall and I am looking at a combination of zwh and zlu to put the harvested gains. my question is where they fit in my portfolio either in a registered account or non registered acct. if you could help me with this small problem it would be appreciated. thanks for the great service...gene-

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Read Answer Asked by gene on March 13, 2019

• NFI Group Inc. (NFI)
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Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

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Read Answer Asked by Phil on March 13, 2019