Investment Q&A

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $53.57)
  • $53.57 P/E (TTM): 4.64X Cap: $28.63B
  • View RCI.B Profile
  • View Questions on RCI.B
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.45)
  • $85.45 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $220.00)
  • $220.00 P/E (TTM): 29.14X Cap: $29.26B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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

Upvote 0

Read Answer Asked by Dorothy on October 27, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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 ?

Upvote 0

Read Answer Asked by victor on October 27, 2017

• Whitecap Resources Inc. (WCP $14.53)
  • $14.53 P/E (TTM): 14.64X Cap: $18.12B
  • View WCP Profile
  • View Questions on WCP
• TORC Oil & Gas Ltd. (TOG $3.21)
  • View TOG Profile
  • View Questions on TOG

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

Upvote 0

Read Answer Asked by Brad on October 27, 2017

• TFI International Inc. (TFII $142.00)
  • $142.00 P/E (TTM): 35.04X Cap: $11.15B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Comments on TFII earnings please. Looks good but not sure how good.

Upvote 0

Read Answer Asked on October 27, 2017

• Home Depot Inc. (The) (HD $331.24)
  • $331.24 P/E (TTM): 21.88X Cap: $319.47B
  • View HD Profile
  • View Questions on HD
• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT

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

Upvote 0

Read Answer Asked by Bill on October 27, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $2M
  • View AGT Profile
  • View Questions on AGT

Q: Any reason for Thursday’s big jump in share price?

Upvote 0

Read Answer Asked by Gregory on October 27, 2017

• Aecon Group Inc. (ARE $41.71)
  • $41.71 P/E (TTM): 420.6X Cap: $2.69B
  • View ARE Profile
  • View Questions on ARE

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.

Upvote 0

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

• FirstService Corporation (FSV $188.70)
  • $188.70 P/E (TTM): 44.86X Cap: $8.46B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Looks like a good quarter but the stock price is falling. Any thoughts.

Upvote 0

Read Answer Asked by Paul on October 26, 2017

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
  • View ZZZ Profile
  • View Questions on ZZZ

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

Upvote 0

Read Answer Asked by bob on October 26, 2017

• Aecon Group Inc. (ARE $41.71)
  • $41.71 P/E (TTM): 420.6X Cap: $2.69B
  • View ARE Profile
  • View Questions on ARE

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.

Upvote 0

Read Answer Asked by Hector on October 26, 2017

• WSP Global Inc. (WSP $220.00)
  • $220.00 P/E (TTM): 29.14X Cap: $29.26B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $122.60)
  • $122.60 P/E (TTM): 27.92X Cap: $13.53B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Stuart Olson Inc. (SOX $0.13)
  • View SOX Profile
  • View Questions on SOX

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.

Upvote 0

Read Answer Asked by James on October 26, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Daniel on October 26, 2017

• Canopy Growth Corporation (WEED $1.32)
  • $1.32 Cap: $540M
  • View WEED Profile
  • View Questions on WEED

Q: Peter and team could you recommend a trading stock in the Canopy field .

Jim.

Upvote 0

Read Answer Asked by James on October 26, 2017

• Canadian National Railway Company (CNR $137.71)
  • $137.71 P/E (TTM): 17.87X Cap: $82.81B
  • View CNR Profile
  • View Questions on CNR

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

Upvote 0

Read Answer Asked by Robert on October 25, 2017

• Air Canada Voting and Variable Voting Shares (AC $17.64)
  • $17.64 P/E (TTM): 8.63X Cap: $5.10B
  • View AC Profile
  • View Questions on AC

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 ?

Upvote 0

Read Answer Asked by Don on October 25, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Dick on October 25, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Margaret on October 25, 2017

• Martinrea International Inc. (MRE $8.99)
  • $8.99 Cap: $631M
  • View MRE Profile
  • View Questions on MRE

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,

Upvote 0

Read Answer Asked by Robert on October 25, 2017

• Dollarama Inc. (DOL $183.71)
  • $183.71 P/E (TTM): 38.35X Cap: $49.45B
  • View DOL Profile
  • View Questions on DOL
• Stella-Jones Inc. (SJ $92.03)
  • $92.03 P/E (TTM): 14.58X Cap: $4.83B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Magna International Inc. (MG $73.01)
  • $73.01 P/E (TTM): 17.86X Cap: $20.19B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Alimentation Couche-Tard Inc. (ATD $78.19)
  • $78.19 P/E (TTM): 20.36X Cap: $69.96B
  • View ATD Profile
  • View Questions on ATD
• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
  • View ZZZ Profile
  • View Questions on ZZZ

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!

Upvote 0

Read Answer Asked by Michael on October 25, 2017

• Pembina Pipeline Corporation (PPL $61.70)
  • $61.70 P/E (TTM): 22.23X Cap: $35.92B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $53.00)
  • $53.00 P/E (TTM): 28.74X Cap: $12.32B
  • View KEY Profile
  • View Questions on KEY
• Algonquin Power & Utilities Corp. (AQN $8.59)
  • $8.59 Cap: $6.58B
  • View AQN Profile
  • View Questions on AQN
• Premium Brands Holdings Corporation (PBH $87.48)
  • $87.48 P/E (TTM): 58.91X Cap: $4.51B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $25.65)
  • $25.65 P/E (TTM): 29.33X Cap: $5.75B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Have held both KEY & PPL for 5+ years & enjoyed substantial gains & excellent dividends from both. However, major changes have taken place in this sector and I have decided to move on. In our principal Cash acct we hold KWH.UN, DRG.UN, WSP, PKI, LNR, RY, WPK, SIS, & CHW - all dividend paying. Would appreciate your suggestions for 2 or 3 CDN. replacements. My RIFF investments cover USA, Asia & Europe. Thank you.

Upvote 0

Read Answer Asked by Robert on October 25, 2017