Investment Q&A

• Constellation Software Inc. (CSU $4,422.05)
  • $4,422.05 P/E (TTM): 112.85X Cap: $94.74B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Premium Brands Holdings Corporation (PBH $95.09)
  • $95.09 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $20.91)
  • $20.91 P/E (TTM): 27.47X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi 5i Team

I am starting a portfolio for my 20 year daughter and am looking for a suggestion for her first stock. She will not be needing the money for many years so it is a long term hold for her TSFA. I am open to Canadian and foreign stocks. What would you suggest?

Thanks

RB

Upvote 0

Read Answer Asked by Rino on August 07, 2018

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Canfor Corporation (CFP $13.27)
  • $13.27 Cap: $1.59B
  • View CFP Profile
  • View Questions on CFP
• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB
• Interfor Corporation (IFP $13.21)
  • $13.21 Cap: $682M
  • View IFP Profile
  • View Questions on IFP
• Western Forest Products Inc. (WEF $12.50)
  • $12.50 Cap: $131M
  • View WEF Profile
  • View Questions on WEF
• Acadian Timber Corp. (ADN $17.89)
  • $17.89 P/E (TTM): 22.44X Cap: $322M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN

Q: Re OSB announcing a "dividend of $4.5/share to shareholders of record Sept 1"
....I can't tell whether that is meant to be an ANNUAL or ONE TIME dividend?
.. Are you able to clarify?
Also, could you please comment on the listed stocks...which do you hold most favourable and why, also the suitability of purchase of any of these NOW
Thank-you

Upvote 0

Read Answer Asked by lyle on August 07, 2018

• GE Aerospace (GE $271.53)
  • $271.53 P/E (TTM): 37.17X Cap: $282.72B
  • View GE Profile
  • View Questions on GE

Q: GE has been beaten up lately and fallen out of favour with investors. However it has been around a long time with a history (until) recently as a golden star and within the DOW preferred stocks family. Is this a good time to invest in and take a larger position within my portfolio

Upvote 0

Read Answer Asked by Gary on August 07, 2018

Q: Hi !
Any views on Funko (fnko-q) ? on Turning Point Brands (tpb-n) ? And what would be your favourites at this time in US consumer cyclical and non-cyclical ?
Many thanks for your most valuable assistance,

Jacques

Upvote 0

Read Answer Asked by Jacques on August 07, 2018

• Freehold Royalties Ltd. (FRU $13.32)
  • $13.32 P/E (TTM): 17.57X Cap: $2.20B
  • View FRU Profile
  • View Questions on FRU

Q: comments on recent numbers please. tia pat

Upvote 0

Read Answer Asked by Pat on August 07, 2018

• VersaBank (VBNK $15.32)
  • $15.32 P/E (TTM): 13.91X Cap: $478M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

Q: When does VB report? They offer absolutely no info. on line.

Upvote 0

Read Answer Asked by Robert on August 07, 2018

• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.84X Cap: $35.13B
  • View T Profile
  • View Questions on T

Q: Just wanted to get your thoughts on the Medisys/Copeman acquisition by Telus. The stock seems to be reacting negatively.

Upvote 0

Read Answer Asked by dan on August 07, 2018

Q: You may not be familiar with this company as it's a US-based bio-tech. But, in case you do, ALNY just reported and the results were very good. Yet even before they reported the stock was dropping and is continuing to drop. Any reason why?
Thanks,
Murray

Upvote 0

Read Answer Asked by Murray on August 07, 2018

• Ballard Power Systems Inc. (BLDP $2.87)
  • $2.87 Cap: $838M
  • View BLDP Profile
  • View Questions on BLDP

Q: Can you comment on Ballard power latest ER?

Thanks

Upvote 0

Read Answer Asked by Adam on August 07, 2018

Q: I believe you responded to a question about variable vs fixed mortgages awhile ago, however I would appreciate your opinion at this time. I realize the individual $/circumstances but I was wondering what your thoughts would be. Thanks Paul

Upvote 0

Read Answer Asked by Paul on August 07, 2018

• Dollarama Inc. (DOL $193.37)
  • $193.37 P/E (TTM): 44.14X Cap: $53.51B
  • View DOL Profile
  • View Questions on DOL

Q: DOL has not done much for me since purchasing before the split. What are your thoughts and and what do the next earnings look like?

John

Upvote 0

Read Answer Asked by John on August 07, 2018

• Cenovus Energy Inc. (CVE $23.04)
  • $23.04 P/E (TTM): 15.97X Cap: $42.19B
  • View CVE Profile
  • View Questions on CVE
• Vermilion Energy Inc. (VET $10.48)
  • $10.48 Cap: $1.61B
  • View VET Profile
  • View Questions on VET
• Whitecap Resources Inc. (WCP $10.22)
  • $10.22 P/E (TTM): 6.99X Cap: $12.53B
  • View WCP Profile
  • View Questions on WCP
• Surge Energy Inc. (SGY $7.10)
  • $7.10 P/E (TTM): 15.5X Cap: $703M
  • View SGY Profile
  • View Questions on SGY

Q: Which OIL companies are your favorites buy?
Obliged and Greatful to 5i.

Upvote 0

Read Answer Asked by Nizar on August 07, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB

Q: Can you please advise why Norbord continued its price drop today after declaring a special dividend and ‘record’ results? Thanks.

Upvote 0

Read Answer Asked by Thomas on August 07, 2018

• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
  • View KEG.UN Profile
  • View Questions on KEG.UN

Q: I'm holding a under weight position here and debating on closing it out and adding to my a&w position which would put me to an equal weight there. The fund has been totally silent on the Cara deal and all though the first quarter result showed positive signs of growth it was far from reflective in the share price. I am wondering if the Cara deal is not being viewed in a positive light for the fund.

Upvote 0

Read Answer Asked by James on August 07, 2018

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 16.71X Cap: $66M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Kinaxis Inc. (KXS $192.69)
  • $192.69 P/E (TTM): 164.27X Cap: $5.43B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Spin Master Corp. Subordinate Voting Shares (TOY $23.11)
  • $23.11 P/E (TTM): 20.15X Cap: $2.36B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I would like to add two growth stocks to my TFSA. I would appreciate 3 suggestions to choose from. Thanks for a great service. Dan

Upvote 0

Read Answer Asked by Danny-boy on August 07, 2018

• Western Digital Corporation (WDC $79.79)
  • $79.79 P/E (TTM): 27.69X Cap: $26.24B
  • View WDC Profile
  • View Questions on WDC

Q: Hi Team,
Given the drastic pull back since WDC's record highs reached back in March, is it a hold, buy or sell? I currently have a 2% position on WDC.
Regards,

Upvote 0

Read Answer Asked by Harry on August 07, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: In your report from May 2017 on PHO you conclude with "We expect to be increasing
the rating in the next six to nine months".

Has this expectation held up? Is an updated report in the pipeline? Your general comments on the performance of the company over the last ~15 months would be appreciated. Thanks.

Upvote 0

Read Answer Asked by Marco on August 07, 2018

• BCE Inc. (BCE $34.69)
  • $34.69 P/E (TTM): 76.61X Cap: $32.61B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.84X Cap: $35.13B
  • View T Profile
  • View Questions on T

Q: Now that both companies have reported, which one would be the better choice for a 3 year hold?

Upvote 0

Read Answer Asked by Doug on August 07, 2018

• Chartwell Retirement Residences (CSH.UN $17.98)
  • $17.98 P/E (TTM): 82.95X Cap: $5.26B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: Given the possibility of increased interest rates - wouldyou hold or sell this stock?

Upvote 0

Read Answer Asked by Frank on August 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Stock is down over 15 % since July high.

Looks like a loser. Is it time to sell ?

Are there good reasons to keep it ?

Upvote 0

Read Answer Asked by Guenter on August 07, 2018