Investment Q&A

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $143.88)
  • $143.88 P/E (TTM): 45.05X Cap: $7.35B
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• FirstService Corporation (FSV $189.64)
  • $189.64 P/E (TTM): 46.0X Cap: $8.71B
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• Altus Group Limited (AIF $46.31)
  • $46.31 P/E (TTM): 5.78X Cap: $1.88B
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Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.

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Read Answer Asked by andrew on January 27, 2017

• Miscellaneous (MISC)
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Q: When doing my research, I have a defined method that includes 5I views but also Morningstar (for Quantitative view) Thomson Reuters for fundamental views and forward looking views and if buying USA stocks Bloomberg. Recently my brokerage made S&P research available and I am finding contradictions in how seemingly same facts are both viewed and presented. There are several quantitative S&P views on stocks that give "sell" ratings while the others give positive ratings. I was wondering if you use any of these sites for information an if you have a bias towards one being more accurate then another. Thanks Jim

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Read Answer Asked by James on January 27, 2017

• GoldMoney Inc. (XAU $16.12)
  • $16.12 Cap: $203M
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Q: So what is your take on this company? Might this be profitable by the end of 2017?
As always. thanks

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Read Answer Asked by John on January 27, 2017

• NFI Group Inc. (NFI $18.83)
  • $18.83 Cap: $2.29B
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• AirBoss of America Corp. (BOS $7.87)
  • $7.87 Cap: $213M
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Q: Am considering adding a half position of each to my wife's TFSA. She already owns ALA, BCE, CPG, and RY. What do you think of their future earnings next quarter? Would you suggest another alternative to either one?
Thanks Jack

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Read Answer Asked by John on January 27, 2017

• NYX Gaming Group Limited (NYX $2.39)
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• Intrinsyc Technologies Corporation (ITC $1.75)
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Q: Hi 5i,
I have held for nyx for sometime. Very very frustrating. When do they report?
I'm thinking of selling it and moving into either itc or pho. What do you think. Thank you as always.

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Read Answer Asked by Debbie on January 26, 2017

• NYX Gaming Group Limited (NYX $2.39)
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Q: I am down about 20-25% but willing to hang on. Should I?
Hold or sell.
Thanks

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Read Answer Asked by John on January 26, 2017

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
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Q: In your experience would you expect the shares of JPJ-LSE and ITX-T to trade in unison? I guess there is no way to determine how many choose the exchangeable option, my concern would be liquidity issues on the TSX and the size of the float. It looks like JPJ is up about 8% in the first couple of days on the LSE.

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Read Answer Asked by Marty on January 26, 2017

• NFI Group Inc. (NFI $18.83)
  • $18.83 Cap: $2.29B
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• Ag Growth International Inc. (AFN $18.68)
  • $18.68 Cap: $352M
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Q: Would you hesitate to recommend Nfi and Afn now that trump has said that he would impose tariffs on foreign goods?

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Read Answer Asked by michael on January 26, 2017

• Waste Connections Inc. (WCN $161.86)
  • $161.86 P/E (TTM): 39.2X Cap: $40.21B
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Q: Is any particular reason for recent drop or just profits? James

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Read Answer Asked by JAMES on January 25, 2017

• Miscellaneous (MISC)
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Q: Ignoring sector and risk considerations, can you please provide your top 3-5 recommendations from a pure valuation/outlook perspective as of today's levels. In other words, which stocks in your coverage universe would you buy today if your objective was total return over the next 1-2 years.

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Read Answer Asked by Chris on January 25, 2017

• Global Water Resources Inc. (GWR $17.84)
  • $17.84 P/E (TTM): 67.55X
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Q: Your view on GWR including insider ownership & estimated eps & revenue.Is this a good entry point?Appreciate u normal great services & opinions.Congratulation for Peter's top 3 picks last week-increase of 12.6% on GSY & 11.8% on HWO

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Read Answer Asked by Peter on January 25, 2017

• Polaris Renewable Energy Inc. (PIF $12.17)
  • $12.17 Cap: $254M
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Q: Could you give me your thoughts on Polaris Infrastructure? I like that it pays a US dividend of 11 cents per share per quarter.

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Read Answer Asked by Ken on January 25, 2017

• Miscellaneous (MISC)
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Q: I have decided this year to add short positions to my portfolio. Can you recommend any good short sellers or publications to follow? (I currently follow Marc Cohodes & Citron)

Secondly, can you give a short list (maybe 5?) of companies to look at for short positions.

Thank you.

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Read Answer Asked by Michael on January 25, 2017

• Miscellaneous (MISC)
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Q: Hello 5i
I would like your opinion on Fidelity Asset Allocation Private Pool Series S 8 (138).
It is the only fund I have in a corporate account, that I am drawing income from ( approx. 8%).
Also, could you suggest an alternative strategy for this account. Best regards, Bill

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Read Answer Asked by William on January 25, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Peter; Just in case you missed this which would of course benefit VSN. Rod
Among the other projects are the $3 billion Atlantic Sunrise project in Pennsylvania, delayed in March, and the $3 billion Jordan Cove LNG project in Oregon, rejected in March. The $700 million Gateway Pacific coal terminal was rejected in May, and the PennEast Pipeline, in Pennsylvania and New Jersey, was delayed in March. The $5.1 billion Atlantic Coast Pipeline in West Virginia, Virginia and North Carolina was delayed in April.

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Read Answer Asked by Rodney on January 25, 2017

• Sun Life Financial Inc. (SLF $86.31)
  • $86.31 P/E (TTM): 14.08X Cap: $47.23B
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Q: Hi Peter, Looking for 5-6 Blue chip (dark blue for that matter) cdn stocks as would like to DRIP and forget. This is in RRSP with 10+ year time frame. Thanks

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Read Answer Asked by RUPINDER on January 25, 2017

• Enghouse Systems Limited (ENGH $16.12)
  • $16.12 P/E (TTM): 12.32X Cap: $878M
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• Open Text Corporation (OTEX $30.13)
  • $30.13 P/E (TTM): 13.68X Cap: $7.55B
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Q: Which one of these two securities would you choose for a five year time frame? Thanks

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Read Answer Asked by Brian on January 25, 2017

• Applied Graphite Technologies Corporatio (AGT $0.08)
  • $0.08 Cap: $2M
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Q: With AGT's close business ties in Turkey, is it possible AGT is being held back by geopolitical considerations?
Elmer

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Read Answer Asked by Elmer on January 24, 2017

• Miscellaneous (MISC)
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Q: For allocating in registered and non registered plans, can you please tell me which companies in 5i portfolios and coverage universe pay dividends that are taxed as income and will not benefit form the dividend tax credit?

Thanks

Sheldon

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Read Answer Asked by Sheldon on January 24, 2017

• AltaGas Ltd. (ALA $48.73)
  • $48.73 P/E (TTM): 18.85X Cap: $15.11B
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• Peyto Exploration & Development Corp. (PEY $27.32)
  • $27.32 P/E (TTM): 15.01X Cap: $5.45B
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• Polaris Renewable Energy Inc. (PIF $12.17)
  • $12.17 Cap: $254M
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• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: are these reasonable buys for income and/or growth?

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Read Answer Asked by Sam on January 24, 2017