Investment Q&A

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Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.

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Read Answer Asked by Michael on July 05, 2016

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $19M
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Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

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Read Answer Asked by Edward on July 05, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Hi an you give your opinion of NYX now and potential 12 months out

Thanks

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Read Answer Asked by David on July 04, 2016

• Agrium Inc. (AGU $144.58)
  • $144.58 Fwd P/E: 28.0X
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• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 Fwd P/E: 37.6X
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Q: Hello Peter & Team: Would like your opinion on AGU vs.POT., Is AGU a more stable company to hold in a near term or long term. Thanks.

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Read Answer Asked by DAVID on July 04, 2016

• Ballard Power Systems Inc. (BLDP $2.32)
  • $2.32 Cap: $695M
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Q: What is your overview of this chronically under whelming company. Will mobile hydrogen always remain the "next big power source of the future". Ballard BLD always seems to have contracts and news releases but never moves much.
Thank you

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Read Answer Asked by Ryczard on July 04, 2016

• Miscellaneous (MISC)
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Q: How can I invest in Blockchain?

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Read Answer Asked by Clayton on July 04, 2016

• Fortis Inc. (FTS $64.08)
  • $64.08 Fwd P/E: 19.36X Cap: $32.14B
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• Alaris Equity Partners Income Trust (AD.UN $18.90)
  • $18.90 Fwd P/E: 4.58X Cap: $861M
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• Savaria Corporation (SIS $19.53)
  • $19.53 Fwd P/E: 28.3X Cap: $1.39B
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Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?

Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.

Thanks

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Read Answer Asked by John on July 01, 2016

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Q: Hi All at 5i!! My husband received a $100,000 inheritance and would like to buy some stock. Could you please suggest 5 income and 5 growth stocks that are a good buy at this point in time. Thank you and have a great Canada Day ! Cheers, Tamara

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Read Answer Asked by Tamara on June 30, 2016

• Tucows Inc. (TC $29.01)
  • $29.01 Cap: $320M
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Q: I'm confused by Tucows. When the markets were going down, this one was going up. Today, in an up-market, it's down. Any thoughts on why it trades opposite to the markets?

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Read Answer Asked by Ann on June 30, 2016

• Loblaw Companies Limited (L $225.03)
  • $225.03 Fwd P/E: 31.25X Cap: $67.89B
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• Premium Brands Holdings Corporation (PBH $83.74)
  • $83.74 Fwd P/E: 31.72X Cap: $3.76B
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Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance

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Read Answer Asked by Killam on June 30, 2016

• Metro Inc. (MRU $106.07)
  • $106.07 Fwd P/E: 23.84X Cap: $23.28B
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Q: MRU hit a new 52 week high early in today's session...and then proceeded to drop a large amount. seems to be normal volume. Are you aware of anything that may have caused this? What are your general feelings about MRU? Thank you as always.

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Read Answer Asked by Doug on June 30, 2016

• Constellation Software Inc. (CSU $4,972.02)
  • $4,972.02 Fwd P/E: 104.06X Cap: $105.36B
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• Enghouse Systems Limited (ENGH $23.80)
  • $23.80 Fwd P/E: 16.76X Cap: $1.31B
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Q: Earlier this year your team did a portfolio review for me. Thanks for that as I am much more diversified now (and a bit smarter). I own ESL and would like your opinion on switching to CSU?

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Read Answer Asked by Danny-boy on June 30, 2016

• Avigilon Corporation (AVO $26.98)
  • $26.98 Fwd P/E: 13.03X Cap: $18.38B
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi 5i team

I am transitioning my stock port to more look like your balanced growth one. I have MG as of today plus BNS,ENB ALA HR.UN , BEP.UN, AAPL DIS GOOGL NA IGM TD G SLW THO SU CPG POT and very small amounts (under 1% ) in a few dogs TV AVO ESN. Any point in dumping TV and/or AVO at 50% loss? I am over 20% cash and would like your suggestion on any other sells plus which names from your list to consider adding.

Thanks a lot

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Read Answer Asked by Greg on June 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Sandvine Corporation (SVC $4.39)
  • $4.39 Fwd P/E: 47.7X
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Q: I would like to purchase some shares of Sandvine Corp (SNV). Please can I have your thoughts and opinion. Another question, your comments on DHX.B please. Which one would be your first choice. Thanks. Catherine

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Read Answer Asked by Catherine on June 30, 2016

• Lucara Diamond Corp. (LUC $0.23)
  • $0.23 Fwd P/E: 1.53X Cap: $104M
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Q: Interested to hear your thoughts on Lucaras failure to sell Lesedi la Rona (i.e. the giant 1109 carat diamond). Do you think the stock drop is justified? Would this result be enough to justify selling the stock for a long term holder?

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Read Answer Asked by JONAS on June 30, 2016

• Empire Company Limited Non-Voting Class A Shares (EMP.A $56.38)
  • $56.38 Fwd P/E: 19.18X Cap: $13.08B
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Q: Company continues to struggle based on recent results, and forecast was not great. At what point do you think this is buyable if you are willing to wait 3-5 years?

Regards,

Robert

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Read Answer Asked by Robert on June 30, 2016

• Empire Company Limited Non-Voting Class A Shares (EMP.A $56.38)
  • $56.38 Fwd P/E: 19.18X Cap: $13.08B
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Q: Your thoughts on Empire. Why did it drop so much today?
Revenues seem to go slowly up every year.
Tank you,
Serge

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Read Answer Asked by Serge on June 30, 2016

• Brookfield Business Partners L.P. (BBU.UN $35.33)
  • $35.33 Cap: $7.51B
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Q: Prior to the spin-off Brookfield parent indicated the value of BBU.UN units would be approximately US$25. As it is now trading below CAD $24 would you recommend buying?

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Read Answer Asked by David on June 29, 2016

• Cascades Inc. (CAS $9.25)
  • $9.25 Cap: $935M
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• Boralex Inc. Class A Shares (BLX $31.59)
  • $31.59 Fwd P/E: 292.5X Cap: $3.24B
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Q: Good day, please advise if Cascades is a good buy for a long term hold (5-7 years). Will be purchasing inside a diversified rsp and looking for a stable player in the "green" space. Any others you would recommend?
Thank you, Harry

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Read Answer Asked by Harry on June 29, 2016

• Linamar Corporation (LNR $65.99)
  • $65.99 Fwd P/E: 15.64X Cap: $3.94B
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• Magna International Inc. (MG $56.97)
  • $56.97 Fwd P/E: 10.42X Cap: $16.32B
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• Exco Technologies Limited (XTC $6.87)
  • $6.87 Fwd P/E: 9.96X Cap: $264M
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Q: My question is about "peak auto". I have not yet read any reliable source that shows auto sales heading for a slump. In your experience, have you seen "cheap" large caps like Magna fall 40% based on a "guess" that was repeated enough times in the media to convince everyone, a guess that ended up being wrong? It's hard to believe all this selling is based only on a guess about a "top". I am not seeing XTC or LNR executives buy their stock. At 6.5 times earnings, you'd think they would buy if they their EPS was projected to be maintained over the next 3 quarters!

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Read Answer Asked by Matt on June 29, 2016