Investment Q&A

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
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Q: With yesterday's earnings release Shaw's class B shares reacted much differently than the class A shares:
SJR.B -3.53%
SJR.A +2.89%
Why would that happen?

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Read Answer Asked by Fred on June 29, 2018

• Constellation Brands Inc. (STZ)
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Q: STZ is getting punished for their earnings miss. How often do they miss earnings? Are there any significant concerns that would be enough to indicate that I should sell? I hold it as my only US staples stock to compliment your balanced portfolio.

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Read Answer Asked by Paul on June 29, 2018

• Constellation Brands Inc. (STZ)
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Q: What is happenings with STZ this morning June 29, 2018? It is down over $15.00, that is big. Is in time to step-in and buy now? Thank you, Herbert

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Read Answer Asked by Herbert on June 29, 2018

• Diamond Estates Wines & Spirits Inc. (DWS)
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Q: Good transaction ?

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Read Answer Asked by j stuart on June 29, 2018

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Q: To me, EMP.A looks like a very sold company that continues to reach new 52 week highs. Could you give me your assessment of company and if you would consider it a buy at current levels. With thanks, Bill

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Read Answer Asked by William J on June 29, 2018

• Covalon Technologies Ltd. (COV)
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Q: Is COV's wound healing technology exclusive to them by patent? Is this their competitive edge?

Carl

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Read Answer Asked by Carl on June 29, 2018

• Air Canada Voting and Variable Voting Shares (AC)
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Q: I'm considering shorting Air Canada, due to rising fuel prices, and it recently breaking technical support. Please give me your thoughts.

Thanks.

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Read Answer Asked by Brady on June 29, 2018

• CVR Refining LP Representing Limited Partner Interests (CVRR)
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Q: CVR Refining LP (US) pays a 9.2% Dividend. Any opinion on this? Thanks!

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Read Answer Asked by Austin on June 29, 2018

• Parex Resources Inc. (PXT)
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• Yangarra Resources Ltd. (YGR)
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Q: Hello 5i,
My only oil and gas exposure is with Yangarra Resouces and I'm looking at Parex as an addition. Please comment on the pros and cons of this move. I have a well balanced portfolio and an above average risk tolerance.
Thank you
Dave

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Read Answer Asked by Dave on June 29, 2018

• Covalon Technologies Ltd. (COV)
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• Royal Bank of Canada (RY)
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• Suncor Energy Inc. (SU)
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• Enbridge Inc. (ENB)
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• TELUS Corporation (T)
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• Constellation Software Inc. (CSU)
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• Inter Pipeline Ltd. (IPL)
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• Stars Group Inc. (The) (TSGI)
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• FirstService Corporation (FSV)
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Q: Hell 5i Team,
I am planning to cash out mutual fund and invest it in stocks in my wife's RRSP account (75K) which will be around 1/3 od my existing portfolio (150K). I have my TFSA and RRSP invested in stocks (mostly from Balanced Equity portfolio). I am considering these names, which I don't have in my existing portfolio. Do you see any concern with any name? Please suggest a couple of names for growth potential, but not too risky.
Thanks for the great service.
Kuldip

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Read Answer Asked by Kuldip on June 29, 2018

• Linamar Corporation (LNR)
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• Martinrea International Inc. (MRE)
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Q: These auto parts companies are down a lot. What is your advice about buy , hold or sell for each of them. Thank you.

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Read Answer Asked by Francis on June 29, 2018

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Between SU and CNQ, which one would you recommend today?
Thanks.
Desiree

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Read Answer Asked by Desiree on June 29, 2018

• Starbucks Corporation (SBUX)
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• Constellation Brands Inc. (STZ)
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Q: I would like to sell Starbucks while I am still up a bit. Can you suggest a replacement?

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Read Answer Asked by David on June 29, 2018

• Park Lawn Corporation (PLC)
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• Bank of Nova Scotia (The) (BNS)
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Q: for a low risk income portfolio which of these would you choose? brenda

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Read Answer Asked by brenda on June 29, 2018

• Cal-Maine Foods Inc. (CALM)
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Q: Could you please comment on the lawsuit filed against CALM. Is it worth being in the crossfire or is it time to bail out while I still have a little bit of profit.

Thanks

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Read Answer Asked by Irshad on June 29, 2018

• Ag Growth International Inc. (AFN)
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Q: Won't the Trump trade nonsense affect AFN quite strongly?

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Read Answer Asked by Leonard on June 29, 2018

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Q: Just sold sheritt.. Took a kicking; What could I buy with the 6000. got to spend .. Risky is OK, No oil.. thanx cliFF

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Read Answer Asked by cliff on June 29, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hi 5i! This question is for an educational purposes, as I'm always trying to better my humble valuation skills. Unfortunately, I can't find the quote in the question to confirm my saying but here goes anyway: You have recently (I'm pretty sure!?!) qualified the shares of TSGI as being cheap. On what metrics do you base your evaluation. I see that a PE of 18ish for a growth stock like TSGI is on the cheap side. Are there any other metrics?

Many thanks!

PS.: I already own a full position in TSGI that I bought a couple of years ago. No intention to buy more or sell any time soon.

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Read Answer Asked by Stéphane on June 29, 2018

• Baytex Energy Corp. (BTE)
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Q: Hello, Peter and your team
Oil went up a lot , but the oil stocks did not go up. Do you know why?
Thanks,
Yingzi

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Read Answer Asked by Yingzi on June 29, 2018

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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Q: I'm thinking of buying one or both of these companies.
Is one more attractive than the other on valuation?
Thanks

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Read Answer Asked by Zafar on June 29, 2018