Investment Q&A

• goeasy Ltd. (GSY)
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Q: I know you are high on this co.,and i agree it is maybe cheap, but it is now off close to 30% of it's high and sinking fast to where it was 3 years ago, i know it is still up for the year, but what is it that the market does not like about this stock?. I find that many low p/e stocks are not the stocks that you want to hold,they are cheap for some reason.
Thanks again so much.

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Read Answer Asked by eugene on August 24, 2017

• Alimentation Couche-Tard Inc. (ATD)
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Q: Greetings 5i,

Given the impending rise in minimum wage in Ontario, could you please provide your assessment of ATD-B for a long term hold (5 years plus)?

Thank you.

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Read Answer Asked by Lucas on August 23, 2017

• Enghouse Systems Limited (ENGH)
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Q: ENGH continues to drift down after hitting $64.00 this year. Is it just the time of year? I notice that it is still in your portfolio. I am debating what to do? Hold on or sell it and move on? What do you think? Thanks

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Read Answer Asked by Zdzislaw (Zaz) on August 22, 2017

• Sylogist Ltd. (SYZ)
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Q: Please help me to understand why SYZ is not going up after a solid Q.Thanks for u usual great services & views. Looking forward to seeing Peter on BNN on Aug 22

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Read Answer Asked by Peter on August 22, 2017

• Income Portfolio (Income)
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Q: Good day I have a complete balanced portfolio exposure and hold ABT, BCE,ECI,FSZ,KWH.UN,SPB AND VNR from your income portfolio I have enough room in an outside acct for two new income stocks what would your advise on two to add to my portfolio ...cheers...gene

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Read Answer Asked by gene on August 22, 2017

• Income Portfolio (Income)
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Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks

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Read Answer Asked by Hans on August 22, 2017

• Kinaxis Inc. (KXS)
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• Knight Therapeutics Inc. (GUD)
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• Altus Group Limited (AIF)
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Q: I have some extra cash and would like to add to GUD, KXS or AIF. What is your preference between these three currently? Thanks!

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Read Answer Asked by Dave on August 22, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: In 5iResearch’s investment portfolios I understand how the “Since Inception Return” & “Yield” columns are calculated, but not for the “Monthly Return” & “YTD Return” columns. Could you please explain how the “Monthly Return” & “YTD Return” columns are calculated. Thanks.
… Cal

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Read Answer Asked by cal on August 21, 2017

Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?

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Read Answer Asked by Guy on August 21, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Good Morning
Can you comment on this article? Is it strictly motivated on self interest? Thanks

https://seekingalpha.com/article/4099862-prometic-life-sciences-true-underdog

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Read Answer Asked by Brian on August 21, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I noticed about $16 million in insider sales at TOY in the last couple days. Could you comment on the amounts sold relative to the amounts held, and the action in general? It appears 4 insiders sold - how many "insiders" are there?
Thank-you

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Read Answer Asked by grant on August 18, 2017

• ZCL Composites Inc. (ZCL)
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Q: Dear Team,
I realize that you like the stock. However, ZCL doesn't appear to 'act' very well aside from the fact that markets are down. The potential is there but the follow through seems to fizzle.
What is your view? Would you have a recommendation for another stock in this category?
Thanks!

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Read Answer Asked by Sigrid on August 18, 2017

• Enbridge Inc. (ENB)
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Q: Trading quite weak recently. Oil has come off a few bucks, the market a bit weak too but.....feels like the solid fundamentals everyone refers too aren't reflected in the stock price. Value trap or opportunity? Best guess as to why its trading weak?

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Read Answer Asked by Trevor on August 18, 2017

• Magna International Inc. (MG)
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Q: Hi 5i,
Any thoughts on how the revisions to the North America Free Trade Agreement may affect Magna International?

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Read Answer Asked by ANDREW on August 18, 2017

• Intrinsyc Technologies Corporation (ITC)
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Q: Ever since Intrinsyc released its lackluster Q2 report (but with a positive outlook) insider buyer from the Company's CEO and a director has increased rather significantly. Is this a reliable indicator of what is to come in future results?

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Read Answer Asked by Charles on August 18, 2017

• Methanex Corporation (MX)
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Q: Hello, ABT is down by more than 5% this morning. Is this because of the latest financial results? Is there something wrong with these results? On another subject, I know you like MX, is the company's debt acceptable in your view? Regards, Gervais

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Read Answer Asked by Gervais on August 18, 2017

Q: Kindly critique the ABT results released last night after closing. I'm interested in particular its forward prospect. Thanks.

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Read Answer Asked by Victor on August 18, 2017

• Photon Control Inc. (PHO)
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Q: Are you still comfortable here? Would PHO still be a top pick today?

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Read Answer Asked by James on August 18, 2017

• Photon Control Inc. (PHO)
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Q: Can you please provide comment after PHO's conference call? Hopefully management discusses the one time charges that dragged down earnings. Is the story still the same going forward?

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Read Answer Asked on August 18, 2017

• Valener Inc. (VNR)
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Q: What are your thoughts/valuation on VNR in the 5i income portfolio?
Based on the entry price, it looks like you bought around mid 2014 and had a nice 40% gain, inline with the other utilities. But now VNR never gets a mention for utilities to own, and the recommendation is always between FTS, AQN, BEP.UN, or NPI.
I'm retired, living on dividend income and interested in being more defensive in my portfolio and increasing my position in utilities.

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Read Answer Asked by Curtis on August 17, 2017