Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $8.81)
  • $8.81 Cap: $6.76B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.31)
  • $38.31 P/E (TTM): 100.5X Cap: $6.04B
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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 $17.16)
  • $17.16 Cap: $2.04B
  • View NFI Profile
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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 $73.39)
  • $73.39 P/E (TTM): 21.13X Cap: $37.09B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $43.54)
  • $43.54 P/E (TTM): 21.49X Cap: $11.83B
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• Emera Incorporated (EMA $66.35)
  • $66.35 P/E (TTM): 18.21X Cap: $19.95B
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• Algonquin Power & Utilities Corp. (AQN $8.81)
  • $8.81 Cap: $6.76B
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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 $222.80)
  • $222.80 P/E (TTM): 52.28X Cap: $10.18B
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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 $50.76)
  • $50.76 P/E (TTM): 14.46X Cap: $11.60B
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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 $8.45)
  • $8.45 P/E (TTM): 26.18X Cap: $321M
  • View VMD Profile
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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 $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $52.34B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 82.09X Cap: $209.03B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
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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 $60.82)
  • $60.82 P/E (TTM): 21.57X Cap: $2.33B
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• BMO US High Dividend Covered Call ETF (ZWH $25.71)
  • $25.71 P/E (TTM): 18.85X Cap: $1.09B
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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 $17.16)
  • $17.16 Cap: $2.04B
  • View NFI Profile
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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

• iShares Diversified Monthly Income ETF (XTR $11.96)
  • $11.96 P/E (TTM): 17.93X Cap: $367M
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• Harvest Brand Leaders Plus Income ETF (HBF $10.77)
  • $10.77 P/E (TTM): 22.47X Cap: $530M
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Q: I hold HBF in a non registered account 5%. Based on total return I’m barely above water. It’s good for income , 7%, . I’ve been investing mainly in quality dividend stocks and have done quite well on dividend income and growth. Mainly investing in CO’s that have a history of increasing dividends, aristocratic family. This is the only etf in the portfolio. Any suggestions as to a replacement?

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Read Answer Asked by Roy on March 13, 2019

• NFI Group Inc. (NFI $17.16)
  • $17.16 Cap: $2.04B
  • View NFI Profile
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Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

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Read Answer Asked by Brad on March 13, 2019

• Sierra Wireless Inc. (SW $40.99)
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Q: I know that Sierra Wireless has under performed for ages. Do you think a turn around is imminent? I'm hoping my recent purchase is a winner.

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Read Answer Asked by DAVE on March 13, 2019

• Goodfood Market Corp. (FOOD $0.29)
  • $0.29 Cap: $28M
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Q: I did my due diligence on Goodfood and decided to bite. What do you think of it?

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Read Answer Asked by DAVE on March 13, 2019

• Horizons Enhanced Income International Equity ETF (HEJ)
  • P/E (TTM): 12.9X
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Q: Could I have you opinion of HEJ etf?

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Read Answer Asked by William on March 13, 2019

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.35)
  • $13.35 P/E (TTM): 31.05X Cap: $3.91B
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Q: Peter; I own both and so watch them closely. It seems that they are basically trading in lock step re volume and price appreciation.Are there any interlocking directors and/or management connections that you know of. Would a combined entity be a possibility? Thanks. Rod

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Read Answer Asked by Rodney on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN $8.81)
  • $8.81 Cap: $6.76B
  • View AQN Profile
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• Hydro One Limited (H $54.42)
  • $54.42 P/E (TTM): 25.14X Cap: $32.64B
  • View H Profile
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Q: i'm thinking of selling AQN after its good run here and buying H....H has a higher yield 4.51 vs 3.65 and i believe both are "stable" in a long term view...what are the pros and cons of this switch? txs as always..

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Read Answer Asked by adam on March 13, 2019

• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.05)
  • $48.05 P/E (TTM): 16.26X Cap: $11.05B
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Q: Could you comment on results going forward?

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Read Answer Asked by terrance on March 13, 2019

Q: I know 5i has been cautious on levered ETF's. That said, what are the most liquid levered gold ETF's with the lowest fees (long and short, respectively)?

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Read Answer Asked by CAMERON on March 13, 2019

• NFI Group Inc. (NFI $17.16)
  • $17.16 Cap: $2.04B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

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Read Answer Asked by Victor on March 13, 2019