Investment Q&A

• Bank of Nova Scotia (The) (BNS)
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Q: Good Day,

AS BNS continues to fall I see that the forward P/E based upon the consensus shown on the RBC Direct site is 9.5. Seems like good value considering the 4.7% yield. Your thoughts? Also wondering if you can determine what the P/E was at the lowest point during the 2008 financial crisis.

Thanks

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Read Answer Asked by Robert on October 12, 2018

Q: Hi Peter/Ryan,

Are any of the below tech stocks a good buy or they are still overvalued.

AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE

Thanks for your great service.

Thanks
Ninad

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Read Answer Asked by Ninad on October 12, 2018

• TFI International Inc. (TFII)
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• North West Company Inc. (The) (NWC)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Gluskin Sheff + Associates Inc. (GS)
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• Rocky Mountain Dealerships Inc. (RME)
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Q: I currently have half positions in the above stocks. I would like to bring some or all up to a full position. I am income focused with some growth. Can you advise me on which to add to and time frame please?
Thank you

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Read Answer Asked by Martin on October 12, 2018

• Pivot Technology Solutions Inc. (PTG)
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Q: I have 2000 PTG @ 2.80
I would like to buy another 2000@1.1
would you consider that as a good move?
just like to get my money back.

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Read Answer Asked by Frank on October 12, 2018

• Phenom Resources Corp Com (FVAN)
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Q: Would you be comfortable starting a small position in First Vanadium?

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Read Answer Asked by Gary on October 12, 2018

• Jack Henry & Associates Inc. (JKHY)
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Q: I have been following JKHY for quite a while now, has always been in the 'little too expensive' category. Company appears to be very profitable, with strong free cash flow, and they are growing their dividend. Can I get an update on your view of this company, and what a reasonable entry point may be?

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Read Answer Asked by Mike on October 12, 2018

• Vermilion Energy Inc. (VET)
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• Parex Resources Inc. (PXT)
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Q: with the now huge spread between WTI and WCS, who would be advised to buy Canadian oil stocks and why. Are not Canadian oil companies only receiving the WCS price for all Canadian production. How bad is this!!

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Read Answer Asked by george on October 12, 2018

Q: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?

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Read Answer Asked by CAMERON on October 12, 2018

• Legend Power Systems Inc. (LPS)
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Q: Any comments on LPS. They seem to be getting new orders for their Harmonizer unit but the stock has acted poorly recently, down over 50 %. Thanks

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Read Answer Asked by george on October 12, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: I currently hold POW and PWF and am considering ditching one ( or both) of these in favour of FSZ. Is this a reasonable move and , if so, which one would you suggest
selling ? Thanks , Joe

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Read Answer Asked by Joseph on October 12, 2018

• Enbridge Inc. (ENB)
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• Manulife Financial Corporation (MFC)
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• Fortis Inc. (FTS)
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• AltaGas Ltd. (ALA)
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• Emera Incorporated (EMA)
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• Northland Power Inc. (NPI)
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Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.

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Read Answer Asked by Ken on October 12, 2018

• Superior Plus Corp. (SPB)
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Q: What will be the impact to the shares of Superior Propane due to the weather and the need for farmers to use dryers to dry their grain crops. I have heard there is a shortage due to this useage of propane in Alberta.

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Read Answer Asked by Ric on October 12, 2018

• Pason Systems Inc. (PSI)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley

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Read Answer Asked by STANLEY on October 12, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• INVESCO QQQ Trust (QQQ)
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Q: Hi,

I've got about 6k in my kids' RESP and would like to take advantage of the current market conditions to deploy the cash.

The RESP currently holds BAM (@13%), Sentry US Growth Mutual fund (@ 38%), Invesco Global fund (@30%) with cash making up the difference (@ 20%).

I'd like to add a tech position and would like your opinion on whether to buy a hedged ETF or un-hedged - specifically XQQ or QQQ, or other? This account is a buy and hold with a long term (10 yr +) horizon.

Thx.

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Read Answer Asked by Cameron on October 12, 2018

• Stars Group Inc. (The) (TSGI)
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Q: TSGI received UK approval for Sky with no restrictions. They also settled lawsuit and will pay 6m . What are your thoughts on both developments? Should we 5i followers top up and add to the position or is more downside related to the stock on its way, IE lawsuits, debt and dilution?

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Read Answer Asked by Glen on October 12, 2018

• iShares India Index ETF (XID)
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Q: Hello 5i Team,

For international emerging market exposure, I hold some funds in the Ishares India Index ETF, which has been brutalized of late, (along with other emerging market equities). I'm slightly above water on this holding at the moment, but the trend line is down. Do you think there is decent chance of recovery in the medium term, or is it time to bail. Thanks.

Brad

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Read Answer Asked by Bradley on October 12, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: I am sitting with a 20% loss - would you sell, hold or buy more. Please elaborate on you recommendation

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Read Answer Asked by David on October 12, 2018

• Stars Group Inc. (The) (TSGI)
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• Kinaxis Inc. (KXS)
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Q: Not considering any other factors other than the recent pull back and valuation/growth, what two names would you add to or start a position in today? Thanks.

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Read Answer Asked by Jordan on October 12, 2018

Q: It seems like FLOT, MFT have not seen the dramatic price drop as XBB and CBO even though XBB and CBO have the lower yield. Could you comment as to why? For new money in the present market what would you suggest? Thanks for your service.

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Read Answer Asked by Ozzie on October 12, 2018

• KP Tissue Inc. (KPT)
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Q: In your opinion, what is the risk that KPT will cut its dividend in the near future?
Thanks!

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Read Answer Asked by Gregory on October 12, 2018