Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: With BRP announcing preliminary results of the issuer bid, how will this affect the stock price.
Thanks

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Read Answer Asked by Herm on July 19, 2019

• High Liner Foods Incorporated (HLF)
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Q: This company has been going up nicely lately. Why? Do you see it as a buy now?

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Read Answer Asked by Ken on July 19, 2019

• Excellon Resources Inc. (EXN)
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Q: Any recent positive news?

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Read Answer Asked by Gaston on July 19, 2019

• Thomson Reuters Corporation (TRI)
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Q: How do you think Thomson Reuters would perform in a downturn? Do you think is it is well valued at this point?
Thank You, Peter

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Read Answer Asked by Peter on July 19, 2019

• Stars Group Inc. (The) (TSGI)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: So things just don’t seem to be turning around for this company. Do you see any upside or is it time to take the loss and reinvest in a company with a more positive outlook like LSPD?

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Read Answer Asked by Dennis on July 19, 2019

• Global X SuperDividend ETF (SDIV)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: Currently hold VYM in my US$ RRIF. I note that SDIV has a much higher dividend yield, is that because of it's global exposure? Is the tax treatment the same for both inside the RRIF?

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Read Answer Asked by steve on July 19, 2019

• Sherritt International Corporation (S)
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Q: I am holding Sherritt at a steep loss, do you think there is any hope here? What are the chances they can go bankrupt?
Many thanks

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Read Answer Asked by Amy on July 19, 2019

• NFI Group Inc. (NFI)
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Q: Hi Peter, Ryan, and Team,
NFI is on a real downward spiral lately, and the current yield is 5.368%. It's held in my wife's TFSA, and it's hard to see the almost daily declines, some quite steep, e.g. on July 16. It's down almost 50% now, and am wondering if we should keep it or sell it. I wouldn't add to it at this time. What are your views?
Thanks in advance.

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Read Answer Asked by Jerry on July 19, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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• TransAlta Renewables Inc. (RNW)
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Q: I manage a TFSA for a 26 year old relative, with the following stocks:
GSY, CSU, PHO, KWH-UN, COV, GOOG

With the cash coming from KWH, we are looking to buy. So two questions:
1. Is there any obvious "hole" in terms of sector that we should try to fill?
2. She has indicated a desire for a renewable energy stock. We are considering BEP.UN, AQN, NPI, RNW - which you you choose, or is there another you would suggest instead?

Thanks for your excellent service!

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Read Answer Asked by Ed on July 19, 2019

• Illumina Inc. (ILMN)
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Q: Hi Peter and Team
Do you think it will be a good entry point to buy ILMN at the current price or should wait a bit?

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Read Answer Asked by Yousef on July 19, 2019

• Vermilion Energy Inc. (VET)
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Q: Good morning team what are your thoughts on vet after the downgrade from RBC ,is it time to run away from Canada or is there a fundamental problem here I know the sector is challenged not sure on keeping it ,had it for years .thank you

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Read Answer Asked by Norman on July 19, 2019

• Mastercard Incorporated (MA)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Would you still consider ATD.B as a buy today given that the stock price dropped again today?
Do you still see growth in the stock over a period of 5 years ?
I also want your insight on MA.

Thank you

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Read Answer Asked by Kristelle on July 19, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: It seems that there has been a steady flow to the exits on Alimentation after the 5 cent miss. P&F chart shows a triple bottom breakdown today . We are down almost $10.00 from the high with a prediction that it is expected to come back 10%. Do you feel that there is something that is changing in their business , or is this profit taking ?

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Read Answer Asked by Thomas on July 19, 2019

• Inter Pipeline Ltd. (IPL)
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• Vermilion Energy Inc. (VET)
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• Chartwell Retirement Residences (CSH.UN)
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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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• CT Real Estate Investment Trust (CRT.UN)
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Q: Can you compare the above for long term income flow. Thanks

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Read Answer Asked by David on July 19, 2019

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
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Q: Follow up on BRE.

In the answer to my question, the payout ratio is said to be ~75%.

Page 31 of the company’s Q1/19 report indicates the payout ratio has exceeded 100% for the last 5 years.

Is this an oversight, or is 5i calculating distributable cash differently than BRE management?

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Read Answer Asked by Chad on July 19, 2019

• Intuitive Surgical Inc. (ISRG)
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• Stryker Corporation (SYK)
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Q: Hi Team,

I am thinking a move from ISRG to SYK. what do you think about the move? Better growth without higher risk is what I am looking for. If you have a better suggestion please let me know.

Thanks!

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Read Answer Asked by Issaku on July 19, 2019

• North American Palladium Ltd. (PDL)
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Q: PDLseems to be breaking out.BBU.un wants to monetize their position.Do you anticipate a secondary issue or increase in dividend or both?
Thanks
Bob Rose

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Read Answer Asked by Robert on July 19, 2019

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: Good morning,
Looking for your opinion on the shares, where the payout ratio seems very high, and the cash flow per share seems to be just covering distributions. Also could you please comment on the cv debs ? Please feel free to deduct 2 credits for my two part question,
Thanks,
Brad

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Read Answer Asked by Brad on July 19, 2019

• Amarin Corporation plc (AMRN)
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Q: Have a half position in AMRN in my growth portfolio where I am very comfortable with risk as I am well diversified and conservative in the rest of my portfolios. Is the recent decrease due to a secondary offering an opportunity to increase my position?

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Read Answer Asked by Paul on July 19, 2019

• WELL Health Technologies Corp. (WELL)
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Q: Read this article in the Globe and Mail and thought I would share it with other 5iR-ers as it provides Peter's take on it, aka WELL-V.......Tom

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-high-profile-billionaire-stakeholder-a-big-draw-for-well-health/

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Read Answer Asked by Tom on July 19, 2019