Investment Q&A

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Xylem Inc. New (XYL $140.16)
  • $140.16 P/E (TTM): 36.79X Cap: $34.32B
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• CAE Inc. (CAE $36.01)
  • $36.01 P/E (TTM): 27.25X Cap: $11.69B
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• NFI Group Inc. (NFI $13.04)
  • $13.04 Cap: $1.55B
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• Itron Inc. (ITRI $96.27)
  • $96.27 P/E (TTM): 17.71X Cap: $4.80B
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Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards

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Read Answer Asked by Djamel on December 11, 2017

• Premier American Uranium Inc. (PUR $0.70)
  • $0.70 Cap: $50M
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Q: What do you think of the acquisition by Xylem?

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Read Answer Asked by Aaron on December 11, 2017

• Capital Power Corporation (CPX $62.26)
  • $62.26 P/E (TTM): 22.04X Cap: $9.69B
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Q: Hi team,
CPX appears to be a great company but technically never been able to break out above $25 to $26 dollar range.
Can we expect anything different?
Thanks for your reply.

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Read Answer Asked by Pradip on December 11, 2017

• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $609M
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Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK

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Read Answer Asked by bob on December 08, 2017

• Chartwell Retirement Residences (CSH.UN $20.54)
  • $20.54 P/E (TTM): 89.86X Cap: $6.06B
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• iShares Core Canadian Corporate Bond Index ETF (XCB $20.32)
  • $20.32 Cap: $2.60B
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Q: I have to sell some of my shares in my registered LIF Account by the end of the year. Which of the two mentioned above should I lighten up on. XCB looks flat and has only a small dividend. I would prefer to keep my CSH.UN for long term.
What is your opinion and reasoning.
Thank you!

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Read Answer Asked by ALBERT on December 08, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.10)
  • $6.10 P/E (TTM): 25.4X Cap: $650M
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Q: I am retired living on dividend income. Been considering starting a position in FSZ for a few months for the good yield and growth potential. Do you think this dip is a good time to start a position?
Or would you wait to see how they use the net proceeds of the recent offerings?

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Read Answer Asked by Curtis on December 08, 2017

• Enghouse Systems Limited (ENGH $19.64)
  • $19.64 P/E (TTM): 14.7X Cap: $1.08B
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Q: enghouse reports next week,what s the market onsensus?Thx

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Read Answer Asked by blake on December 08, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently have a 2% position in Crius and am slightly underwater. Like the dividend but I am somewhat concerned about sustainability. Would this be a good time to increase the position? What are your thoughts? I think the new website is fantastic.
Thank you.
Harvey

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Read Answer Asked by Harvey on December 07, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $754M
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Q: How secure is their dividend? If I'm reading financials correctly they are paying out 158%?!
Nor can I find any history of their dividends on their website or annual report.

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Read Answer Asked by Susan on December 07, 2017

• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $609M
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Q: GUD. At the end of the day, the stock is still pretty low ($7.56). Would you advise letting it run, and await better stock price ? I bought the stock at $10.15. Will it come back at that price, with patience ?

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Read Answer Asked by Serge on December 07, 2017

• Winpak Ltd. (WPK $43.32)
  • $43.32 P/E (TTM): 13.99X Cap: $2.62B
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Q: Hi Peter
Can you give me the outlook for this company . Is it a buy sell or hold and Why .

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Read Answer Asked by Candi on December 06, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.66)
  • $84.66 P/E (TTM): 19.06X Cap: $15.15B
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• Stella-Jones Inc. (SJ $81.71)
  • $81.71 P/E (TTM): 13.92X Cap: $4.48B
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Q: For a "Well Diversified" and "Forever" Portfolio in Materials Sector, what would be your top 2 choices for long-term holds and rationale.

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Read Answer Asked by sam on December 06, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.10)
  • $6.10 P/E (TTM): 25.4X Cap: $650M
  • View FSZ Profile
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Q: Hi 5i team,
Please provide me with your insights and recommendation re the 5% convertible debenture announced by Fiera today. When is maturity?
Is the yield acceptable in relation to the grading of Fiera? Thanks.

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Read Answer Asked by Willie on December 06, 2017

• Exco Technologies Limited (XTC $6.41)
  • $6.41 P/E (TTM): 10.16X Cap: $246M
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Q: Hi 5iResearch Team,
I have held a position on XTC for since late 2013 and currently breaking even. I am thinking of liquidating my position on XTC and move on to either New Flyer (NFI) (CCL Industries or CCL Industries (CCL.B). Your thoughts on this would be appreciated.
Cheers,

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Read Answer Asked by Harry on December 05, 2017

• Bank of Nova Scotia (The) (BNS $94.80)
  • $94.80 P/E (TTM): 18.2X Cap: $117.70B
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Q: Compared to historcrical how does BNS look at present? fair value?

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Read Answer Asked by blake on December 05, 2017

• Miscellaneous (MISC)
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Q: Hi guys,
Can you give a list of your favourite capital allocators that have good track records of discliplined use of capital and have large enough markets available for investment opportunities should they arise.
Keep up the good work!

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Read Answer Asked by Marie on December 04, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $39.95)
  • $39.95 Cap: $26.74B
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Q: I am surprised that you favour this company I hve held it for some time and has done little eg another down day today I am contemplating cutting my loss
Stan

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Read Answer Asked by Stan on December 04, 2017

• Canadian National Railway Company (CNR $131.35)
  • $131.35 P/E (TTM): 18.29X Cap: $80.84B
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• Loblaw Companies Limited (L $60.71)
  • $60.71 P/E (TTM): 7.48X Cap: $73.30B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.66)
  • $84.66 P/E (TTM): 19.06X Cap: $15.15B
  • View CCL.B Profile
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• Methanex Corporation (MX $49.50)
  • $49.50 P/E (TTM): 12.48X Cap: $3.87B
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• WSP Global Inc. (WSP $246.09)
  • $246.09 P/E (TTM): 37.89X Cap: $32.88B
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• Alimentation Couche-Tard Inc. (ATD $69.51)
  • $69.51 P/E (TTM): 18.51X Cap: $65.89B
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Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You

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Read Answer Asked by Kevin on December 04, 2017

• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $609M
  • View GUD Profile
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Q: Can you estimate(technicals and experience) if there is likely to be much more selling or should I wait another week or so? I wish to add to a position that is down substantially.

Thank You

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Read Answer Asked by Stephen on December 04, 2017

• Knight Therapeutics Inc. (GUD $6.11)
  • $6.11 Cap: $609M
  • View GUD Profile
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Q: Is there any meaningfull activity right now at GUD ? The stock seems stuck at $7.55

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Read Answer Asked by Serge on December 04, 2017