Investment Q&A

• NFI Group Inc. (NFI $14.00)
  • $14.00 Cap: $1.70B
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Q: NFI has been dropping for the last month. Is there any particular reason?

Thanks for your valuable info and advice.

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Read Answer Asked by Jocelyne on September 19, 2017

• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
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Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

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Read Answer Asked by Alan on September 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.62)
  • $77.62 P/E (TTM): 17.11X Cap: $13.16B
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Q: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.

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Read Answer Asked by Peter on September 19, 2017

• Magna International Inc. (MG $69.01)
  • $69.01 P/E (TTM): 11.1X Cap: $19.51B
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Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie

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Read Answer Asked by Maggie on September 18, 2017

• Premium Brands Holdings Corporation (PBH $95.12)
  • $95.12 P/E (TTM): 46.49X Cap: $4.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
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• Savaria Corporation (SIS $21.62)
  • $21.62 P/E (TTM): 28.58X Cap: $1.58B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.93)
  • $19.93 P/E (TTM): 17.69X Cap: $2B
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Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,

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Read Answer Asked by Harry on September 18, 2017

• Miscellaneous (MISC)
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Q: The couch potato portfolio has an annualized return of about 4% and the cms portfolio has an annualized return of about 7%. Would you please compare the returns of the two portfolios for a common time period ie the couch potato portfolio has gone though the 2008/2009 period while the cms portfolio did not exist at that time. Thanks

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Read Answer Asked by Richard on September 18, 2017

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: Hi Team,
Looking at the charts of these companies- 5, 10 & 20 years ago, they had a very high peak which diminished to today's prices (fraction of their high prices)
Since you are positive toward these companies today, how relevant is to look at their history? (Peter used the performance history of a company as a negative sign)
Thanks,
Moe
Morris

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Read Answer Asked by Morris on September 18, 2017

• Alimentation Couche-Tard Inc. (ATD $68.80)
  • $68.80 P/E (TTM): 18.77X Cap: $65.47B
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Q: An insider sold a block of 31 million non voting on Friday. Thoughts?

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Read Answer Asked by Gregory on September 18, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Hello,

PTG announced a partnership with Moogsoft recently which the market seems to like. Moogsoft looks like a very interesting AI software company. Moogsoft is private, but from what I can find publicly, appears to be doing very well. Your thoughts on the partnership?

Regards,

Robert

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Read Answer Asked by Robert on September 18, 2017

• Miscellaneous (MISC)
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Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George

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Read Answer Asked by George on September 18, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi,

I have about 30% of my original modest investment in CRH left. In light of its recent performance I am tempted to
add enough to make CRH worth what my original investment was. Or should I just punt CRH and put the proceeds into my 2018 withdrawals ?

Thanks.

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Read Answer Asked by Leonard on September 18, 2017

• Methanex Corporation (MX $50.65)
  • $50.65 P/E (TTM): 13.35X Cap: $4.04B
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• Stella-Jones Inc. (SJ $79.56)
  • $79.56 P/E (TTM): 13.43X Cap: $4.34B
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Q: If you had to let go of one of the following to reduce exposure to materials, which would it be?
Thx
Karim

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Read Answer Asked by Karim on September 15, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $44.05)
  • $44.05 Cap: $28.98B
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Q: Hi,

Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?

Thanks,

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Read Answer Asked by Paul on September 15, 2017

• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 22.99X Cap: $142.89B
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Q: Hi, Is ENB a good entry point at $50, or wait and watch for further decline. thanks

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Read Answer Asked by Pradip on September 15, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: do u have any news about this Co. and do u think its worth keeping thanks

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Read Answer Asked by georges on September 15, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi 5i, would you recommend buy crh at cuurent price ? Thanks

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Read Answer Asked by Hue on September 15, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi, can you please comment oh PHO. What is its current PE and forward PE. Can you please comment on it's growth prospects as it is related to the internet of things. Seems like this could be a great long term growth hold. Thanks.

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Read Answer Asked by Jordan on September 15, 2017

• Bank of Nova Scotia (The) (BNS $92.68)
  • $92.68 P/E (TTM): 17.69X Cap: $114.67B
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• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 22.99X Cap: $142.89B
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• Premium Brands Holdings Corporation (PBH $95.12)
  • $95.12 P/E (TTM): 46.49X Cap: $4.35B
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• Savaria Corporation (SIS $21.62)
  • $21.62 P/E (TTM): 28.58X Cap: $1.58B
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Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?

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Read Answer Asked by Curtis on September 15, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hi, I understand the balanced portfolio consists of Canadian companies but with their international exposure would a certain percentage of the portfolio be considered international? I ask from a global diversification perspective.
Thanks,
Brent

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Read Answer Asked by Brent on September 14, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017