Investment Q&A

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.03)
  • $170.03 P/E (TTM): 17.74X Cap: $12.52B
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Q: Your analysis of Canadian Tire earnings please.

Sheldon

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Read Answer Asked by Sheldon on November 12, 2018

• Miscellaneous (MISC)
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Q: Dear 5i
If you had 6 months before you were planning on retiring and considering the volatility in the markets, what percentage of fixed income vs equity would you have in place in your portfolio ?
Thanks
Bill C

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Read Answer Asked by Bill on November 12, 2018

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $221.84)
  • $221.84 P/E (TTM): 43.0X Cap: $22.35B
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Q: I know it is has not been one of your favorite companies, but what are your thoughts on it's Q3 results and outlook? Is this a good point to average down? Thanks.

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Read Answer Asked by Michael on November 09, 2018

• Linamar Corporation (LNR $81.54)
  • $81.54 P/E (TTM): 19.73X Cap: $4.84B
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Q: Can you comment on their latest results. Aside from the miss on EPS , are they really that bad to warrant the reaction in the market ? Thanks, Joe

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Read Answer Asked by Joseph on November 09, 2018

• Emera Incorporated (EMA $66.57)
  • $66.57 P/E (TTM): 17.83X Cap: $20.01B
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• Algonquin Power & Utilities Corp. (AQN $8.48)
  • $8.48 Cap: $6.30B
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• Exchange Income Corporation (EIF $82.90)
  • $82.90 P/E (TTM): 30.52X Cap: $4.50B
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Q: hi guys,

wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.

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Read Answer Asked by jason on November 09, 2018

• GE Aerospace (GE $298.73)
  • $298.73 P/E (TTM): 40.03X Cap: $317.47B
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• Dollarama Inc. (DOL $199.34)
  • $199.34 P/E (TTM): 44.74X Cap: $55.22B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.27)
  • $38.27 Cap: $25.11B
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• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.16B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• AutoCanada Inc. (ACQ $21.93)
  • $21.93 P/E (TTM): 13.82X Cap: $496M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• Mawer Global Small Cap Fund Series A (MAW150 $17.08)
  • $17.08 P/E (TTM): 17.4X Cap: $845M
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• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • P/E (TTM): -1.5X Cap: $286M
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• BMO Europe High Dividend Covered Call ETF (ZWP $20.15)
  • $20.15 P/E (TTM): 54.09X Cap: $1.03B
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Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.

Value your opinion. Thanks

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Read Answer Asked by S on November 08, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: PHO really missed the boat. Have a small position. Is it best to move on, hold or buy a bit more on the downturn. As I watch the questions pass by, I sense there are many big misses -- RHT, TSGI, NFI and quite a few more. Are you doing something different in your analysis that might account for this? Sorry for being a bit negative but some of the shine might be coming off.

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Read Answer Asked on November 08, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $14.12)
  • $14.12 P/E (TTM): 18.91X Cap: $957M
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Q: Please comment on results released tonight.It appears to have missed EPS estimates ,5 of last 6 Qs.,Txs for u usual great services & views

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Read Answer Asked by Peter on November 08, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $82.84)
  • $82.84 P/E (TTM): 18.3X Cap: $14.55B
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• Surge Energy Inc. (SGY $6.55)
  • $6.55 P/E (TTM): 17.77X Cap: $681M
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Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?

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Read Answer Asked on November 07, 2018

• NexGen Energy Ltd. (NXE $11.61)
  • $11.61 Cap: $7.76B
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• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• Franco-Nevada Corporation (FNV $287.75)
  • $287.75 P/E (TTM): 45.0X Cap: $56.35B
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• Cameco Corporation (CCO $119.73)
  • $119.73 P/E (TTM): 104.11X Cap: $53.81B
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Q: thoughts on seasonal trades for the following going into winter months?

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Read Answer Asked by james on November 06, 2018

• Aegis Brands Inc Com (SCU)
  • Cap: $17M
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Q: In light of the strategic review announced, what is your current and future view of the chain for any upside or sale?

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Read Answer Asked by Henry on November 06, 2018

• Roots Corporation (ROOT $3.09)
  • $3.09 Cap: $122M
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Q: ROOT is at a very low price. Is it worth buying it at this price or wait for more loss...maybe it won't be able to recover? Thank you.

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Read Answer Asked by Julie on November 06, 2018

• S&P/TSX Composite Index (TSX $31,263.93)
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Q: I am presently in 70% cash and wanting to rebuild my portfolio--with the emphasis on --dividends ---blue chips and diversity.
Could you please suggest 3 stocks in each of the 11 sectors that would fit
these requirements.
Thanks for all your suggestions over the years
Peter

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Read Answer Asked by peter on November 06, 2018

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Interfor Corporation (IFP $8.18)
  • $8.18 Cap: $527M
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• Western Forest Products Inc. (WEF $11.00)
  • $11.00 Cap: $116M
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Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?

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Read Answer Asked by Kurt W on November 05, 2018

• George Weston Limited (WN $95.27)
  • $95.27 P/E (TTM): 10.52X Cap: $36.59B
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Q: I own loblaws and wondering what to do with my soon to be issued george weston. Is it a hold or sell.

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Read Answer Asked by chris on November 05, 2018

• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.16B
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• ARC Resources Ltd. (ARX $24.88)
  • $24.88 P/E (TTM): 6.41X Cap: $14.74B
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• Birchcliff Energy Ltd. (BIR $7.19)
  • $7.19 P/E (TTM): 27.26X Cap: $2.02B
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Q: BOUGHT THESE NOT LONG AGO AT 10 YEAR LOW AND NOW DOWN 25 % OR MORE.. STAY THE COURSE OR BAIL?>>

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Read Answer Asked by Burke on November 05, 2018

• Fortis Inc. (FTS $70.55)
  • $70.55 P/E (TTM): 20.1X Cap: $35.90B
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• Stella-Jones Inc. (SJ $86.11)
  • $86.11 P/E (TTM): 14.38X Cap: $4.75B
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Q: Please provide your summary analysis of quarterly results for both FTS and SJ vs street estimates.

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Read Answer Asked by Geoffrey on November 02, 2018

• Miscellaneous (MISC)
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Q: To the 5i Team - With the tax loss season approaching could you name a few companies that still have good fundamentals but for one reason or another will probably (if not already) be subject to tax loss selling. Sector and dividends are not a factor in this question. Thanks.

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Read Answer Asked by Rob on November 02, 2018

• CSX Corporation (CSX $36.80)
  • $36.80 P/E (TTM): 24.44X Cap: $69.23B
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• Norfolk Southern Corporation (NSC $294.00)
  • $294.00 P/E (TTM): 22.64X Cap: $67.20B
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• Canadian National Railway Company (CNR $133.42)
  • $133.42 P/E (TTM): 18.28X Cap: $83.37B
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• Canadian Pacific Kansas City Limited (CP $100.92)
  • $100.92 P/E (TTM): 22.47X Cap: $92.30B
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Q: Looking at starting a position in railroads - how would you rank the above for a 3-5 year period and why - are there any others you would rank higher - and what is your overall view on investing in this sector at this time.

Thanks,
Terry

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Read Answer Asked by Terry on November 02, 2018

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Please comment on BPY.UN's earnings report today,

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Read Answer Asked by John on November 01, 2018