Investment Q&A

• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 P/E (TTM): 37.6X
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Q: Good morning

Thinking about the possible divestitures that POT will likely make to get approval of the merger. Are assets in situations like this typically sold before or after the merger?

If the assets are sold after the merger and at a premium to book value, it would seem the premium would be shared among shareholders of both companies even though the premium was not anticipated at the time the company values were set for the merger.

It would make more sense to me to sell prior to the merger and distribute the premium over book to the POT shareholders. Of course, if the premium is insignificant then it is a moot point.

Anyway, just curious to hear your thoughts.

Thanks for all your help.
Peter

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Read Answer Asked by Peter on October 27, 2017

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.29)
  • $49.29 P/E (TTM): 4.09X Cap: $27.06B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
  • $85.91 P/E (TTM): 18.26X Cap: $14.52B
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• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
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Q: I own all three of these companies. I am up 10% in WSP, 10% in CCL.B and 13% in RCI.B I want to add to one of them, which one would you suggest?
Thanks for your help. Dorothy

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Read Answer Asked by Dorothy on October 27, 2017

• Miscellaneous (MISC)
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Q: Hi ,Earning growth is one of the many factors leading to price going up. Will you please list 10 companies with high earning growth with moderate to low risk for the next few years. Your wisdom is mostly appreciate. Is there a web site that have such information ?

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Read Answer Asked by victor on October 27, 2017

• Whitecap Resources Inc. (WCP $12.60)
  • $12.60 P/E (TTM): 10.5X Cap: $15.29B
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• TORC Oil & Gas Ltd. (TOG $3.21)
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Q: Hi, I’m getting a little disappointed in oil a gas sector and really do think it is more a liability ,as time and technology eats away at the sector.
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad

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Read Answer Asked by Brad on October 27, 2017

• TFI International Inc. (TFII $166.50)
  • $166.50 P/E (TTM): 30.87X Cap: $13.70B
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Q: Comments on TFII earnings please. Looks good but not sure how good.

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Read Answer Asked on October 27, 2017

• Home Depot Inc. (The) (HD $385.15)
  • $385.15 P/E (TTM): 26.08X Cap: $383.42B
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• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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Q: Dear 5i
I am looking at either WFT or HD as a way to have an investment in the rebuilding efforts in the US. Do you view these as top candidates or would you recommend something else .
Thanks
Bill C

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Read Answer Asked by Bill on October 27, 2017

• Applied Graphite Technologies Corporatio (AGT $0.08)
  • $0.08 Cap: $2M
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Q: Any reason for Thursday’s big jump in share price?

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Read Answer Asked by Gregory on October 27, 2017

• Aecon Group Inc. (ARE $37.29)
  • $37.29 P/E (TTM): 347.7X Cap: $2.35B
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Q: If the Aecon sale goes through will the stock be removed from the TSX and holders of the stock cashed out? I have a 15% gain and am considering selling while the price is up.
thank you.

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Read Answer Asked by James & Susan on October 27, 2017

• FirstService Corporation (FSV $219.68)
  • $219.68 P/E (TTM): 51.74X Cap: $10.04B
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Q: Looks like a good quarter but the stock price is falling. Any thoughts.

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Read Answer Asked by Paul on October 26, 2017

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
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Q: Why the weakness in ZZZ.Is it because of Sears having to liquidate their mattres , bedding, pillows towels etc or is there something else. Have they saturated Canadian market. Will they try USA to expand ? RAK

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Read Answer Asked by bob on October 26, 2017

• Aecon Group Inc. (ARE $37.29)
  • $37.29 P/E (TTM): 347.7X Cap: $2.35B
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Q: I hold ARE do you think there will be another offer and do you think govertment will approve the offer.
Should I sell or hold?

Thanks for the great service.

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Read Answer Asked by Hector on October 26, 2017

• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
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• Stantec Inc. (STN $138.61)
  • $138.61 P/E (TTM): 31.96X Cap: $15.81B
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• Stuart Olson Inc. (SOX $0.13)
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Q: Peter and team I have owned this stock for aprox. two year ,It pays good divs. do you see a improvement in stock price .
Jim.

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Read Answer Asked by James on October 26, 2017

• Miscellaneous (MISC)
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Q: Hi all at 5I,

As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.

Thanks,
Dan

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Read Answer Asked by Daniel on October 26, 2017

• Canopy Growth Corporation (WEED $1.51)
  • $1.51 Cap: $560M
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Q: Peter and team could you recommend a trading stock in the Canopy field .

Jim.

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Read Answer Asked by James on October 26, 2017

• Canadian National Railway Company (CNR $138.55)
  • $138.55 P/E (TTM): 18.6X Cap: $84.70B
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Q: Hi 5i. What is a good entry point for cnr long term. I'm wondering if there may still be a small pull back with Nafta negotiations in limbo? Thx Rob

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Read Answer Asked by Robert on October 25, 2017

• Air Canada Voting and Variable Voting Shares (AC $21.16)
  • $21.16 Cap: $6.16B
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Q: Air Canada profits went up (even after correcting for one-time tax recovery), but stock price went down. Any idea why ? Were expectations higher ?

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Read Answer Asked by Don on October 25, 2017

• Miscellaneous (MISC)
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Q: I don't use the site much. Do you have a section that shows your latest recommendations? ie a newly recommended paying stock

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Read Answer Asked by Dick on October 25, 2017

• Miscellaneous (MISC)
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Q: Hello,
I would like your opinion on this. Do you feel it is important to try and keep a certain number of stocks in your portfolio, based on the size of it of course. If you do, could you advise what "approximate number" you would have for each of following sizes of portfolios to give me a sense of how you would handle this:
-$100,000 portfolio
-$500,000 portfolio
-$1,000,000. portfolio
-$1,500,000. portfolio

Thank you
Margaret

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Read Answer Asked by Margaret on October 25, 2017

• Martinrea International Inc. (MRE $9.90)
  • $9.90 Cap: $720M
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Q: MRE has increased from 5% to 10% of my portfolio due to the recent price rally. How would you handle a rising stock? Would you let it rise and put a stop loss in oplace or would you sell of 50% of the holding? I have a tendency to sell my winners too early.
Thank you,

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Read Answer Asked by Robert on October 25, 2017

• Dollarama Inc. (DOL $192.27)
  • $192.27 P/E (TTM): 41.06X Cap: $52.94B
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• Stella-Jones Inc. (SJ $97.82)
  • $97.82 P/E (TTM): 15.99X Cap: $5.37B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $73.80)
  • $73.80 P/E (TTM): 14.16X Cap: $20.79B
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
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• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
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Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!

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Read Answer Asked by Michael on October 25, 2017