Investment Q&A

• PPL Corporation (PPL $37.31)
  • $37.31 P/E (TTM): 28.27X Cap: $28.07B
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• Suncor Energy Inc. (SU $54.20)
  • $54.20 P/E (TTM): 11.79X Cap: $65.75B
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• Enbridge Inc. (ENB $66.38)
  • $66.38 P/E (TTM): 23.51X Cap: $144.77B
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• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.81X Cap: $75.17B
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• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $10.50)
  • $10.50 P/E (TTM): 7.27X Cap: $12.93B
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Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .

Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi

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Read Answer Asked by JOSEPH on September 14, 2017

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: NPC has been pretty quiet for some time. What do you think the mid-term prospects are for this company? is it a buy, sell or hold at this time?

Thanks for your help.

Dennis

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Read Answer Asked by Dennis on September 14, 2017

• Crown Castle Inc. (CCI $98.06)
  • $98.06 Cap: $42.70B
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Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

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Read Answer Asked by Richard on September 14, 2017

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Hello 5I,
with the recent move in CWB what is your opinion on long term value and why?

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Read Answer Asked by ANDREW on September 14, 2017

• Trimble Inc. (TRMB $77.87)
  • $77.87 P/E (TTM): 66.99X Cap: $18.53B
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Q: Trimble Inc. TRMB
Could you give me an opinion this US company. Things like cash flow, balance sheet, debt, % of insider ownership and whatever else you think might be important.
Thankyou
Bob

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Read Answer Asked by Robert on September 14, 2017

• Miscellaneous (MISC)
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Q: Reference to important note to John Sept.11 (misc) stating that US stocks in a Cdn ETF will pay the 15% with holding tax (even in a RRSP)) and is not recoverable.

So if I want to own an unhedged SP 500 ETF in my RRSP I should buy one that is listed on an American stock exchange to avoid the non recoverable 15% tax ? Thanks

Derek

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Read Answer Asked by Derek on September 14, 2017

• Horizons Active Floating Rate Preferred Share ETF (HFP)
  • Cap: $45M
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• Global X Active Preferred Share ETF (HPR $10.16)
  • $10.16 P/E (TTM): 8.17X Cap: $910M
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Q: hello 5i:
could you detail the differences between HFP and HPR, please, and what type of interest rate environment would be optimum for each? Would holding BOTH be a strategy and is it necessary?
And, could you include backtest results as to what could be expected in the case of an extreme drawdown?
thanks
Paul L

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Read Answer Asked by Paul on September 14, 2017

• Imaflex Inc. (IFX $1.17)
  • $1.17 P/E (TTM): 28.5X Cap: $60M
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Q: Imaflex is the company I want to ask about. I have been following it for a while. It seems it has moved to another level with some profit traction. Are you aware of it and, if so, what do you think? Is it a further buy at the current price range? Thank you

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Read Answer Asked by Carl on September 14, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $67.42)
  • $67.42 P/E (TTM): 1.77X Cap: $1.18B
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Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

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Read Answer Asked by Ben on September 14, 2017

• Miscellaneous (MISC)
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Q: If you had some funds to invest at this time, would you recommend Europe, Canada or US. Please rank with reasons. Thank you

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Read Answer Asked by Ignatius on September 14, 2017

• iShares Biotechnology ETF (IBB $153.42)
  • $153.42 P/E (TTM): 18.89X Cap: $6.40B
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Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

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Read Answer Asked by Tim on September 14, 2017

• Miscellaneous (MISC)
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Q: for those interested this is the President of JP morgan comments on Bitcoin...
https://www.cnbc.com/2017/09/12/jpmorgan-ceo-jamie-dimon-raises-flag-on-trading-revenue-sees-20-percent-fall-for-the-third-quarter.html

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Read Answer Asked by claude on September 14, 2017

• Gibson Energy Inc. (GEI $24.00)
  • $24.00 P/E (TTM): 24.89X Cap: $3.92B
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Q: Hi gang, do you think the company's announcement of expansion at Hardisty will lead to some sort of equity offering of financing? Do you think this is still a buy now or wait and see?
Thank you AEO

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Read Answer Asked by Alan on September 14, 2017

• Chicago Bridge & Iron Company N.V. (CBI $16.39)
  • $16.39 Cap: $6.07B
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Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

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Read Answer Asked by Gord on September 14, 2017

Q: Brookfield has a new offering - 4.75% rate reset preference shares, Series 48. Would this make a good addition to an RRSP?

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Read Answer Asked by Brad on September 14, 2017

• Vishay Precision Group Inc. (VPG $36.51)
  • $36.51 Cap: $491M
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Q: Can you tell me about this company, and would you consider it a momentum stock?

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Read Answer Asked by Elaine or Gerry on September 14, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Should we take the PPL shares or take cash and buy ENB?

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Read Answer Asked by Robert on September 14, 2017

• Chartwell Retirement Residences (CSH.UN $19.43)
  • $19.43 P/E (TTM): 88.82X Cap: $5.65B
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• Knight Therapeutics Inc. (GUD $5.78)
  • $5.78 Cap: $573M
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• iShares Russell 2000 Growth ETF (IWO $327.87)
  • $327.87 P/E (TTM): 21.85X Cap: $13.21B
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Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.

Other options are:

Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF

Or just keep it simple and add IWO.

As always thanks for the guidance.

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Read Answer Asked by Colin on September 14, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.80)
  • $0.80 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $18.99)
  • $18.99 P/E (TTM): 16.05X Cap: $1.89B
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Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

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Read Answer Asked by Walter on September 14, 2017