Investment Q&A

• Miscellaneous (MISC)
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Q: Thank you so much for the sector column in your portfolios.
Decision making just became so much quicker and easier.
I bet a lot more investors will looking at balancing their portfolios.
Something I thank you for convincing me how important it is.

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Read Answer Asked by peter on May 08, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.91)
  • $34.91 Cap: $23.18B
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Q: how do you feel about BEP.UN latest results and current valuation?

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Read Answer Asked by Douglas on May 05, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Is ZCL a buy with the recent pull back. Does their future still look ok and do you feel the drop is over done.

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Read Answer Asked by Luca on May 05, 2017

• Magna International Inc. (MG $64.40)
  • $64.40 P/E (TTM): 10.77X Cap: $18.14B
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Q: I am thinking of getting back into Magna. What do you think? Do you have further suggestions?

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Read Answer Asked by christianne on May 05, 2017

• Stella-Jones Inc. (SJ $78.84)
  • $78.84 P/E (TTM): 13.44X Cap: $4.35B
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Q: Was there something in the cc that caused a 7% jump today?

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Read Answer Asked by blake on May 05, 2017

• Whitecap Resources Inc. (WCP $10.93)
  • $10.93 P/E (TTM): 7.29X Cap: $13.46B
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Q: after their quarter release scotia bank and TD HAVE UPGRADED THEIR

TARGET price to 15.00 and 14.44 dollars - is this a buy.

thanks donald

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Read Answer Asked by donald on May 05, 2017

• Celestica Inc. (CLS $340.81)
  • $340.81 P/E (TTM): 55.19X Cap: $40.25B
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Q: Does 5i anticipate doing a report on CLS?
Thx

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Read Answer Asked by blake on May 05, 2017

• Celestica Inc. (CLS $340.81)
  • $340.81 P/E (TTM): 55.19X Cap: $40.25B
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• Altus Group Limited (AIF $59.55)
  • $59.55 P/E (TTM): 6.91X Cap: $2.56B
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Q: Hi Guys,

I'm updating my portfolio with the recent changes. I only have room to add one stock of either AIF or CLS. Which do you recommend?

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Read Answer Asked by David on May 05, 2017

• Evertz Technologies Limited (ET $12.25)
  • $12.25 P/E (TTM): 15.5X Cap: $924M
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Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

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Read Answer Asked on May 05, 2017

• Altus Group Limited (AIF $59.55)
  • $59.55 P/E (TTM): 6.91X Cap: $2.56B
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Q: Please comment on AIF results released today.Thanks for your usual great services & views

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Read Answer Asked by Peter on May 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.7X Cap: $264.51B
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Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.

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Read Answer Asked by Michael on May 05, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: I am just starting a new portfolio and would like to mimic the Beport portfolio. Are all companies currently in the model appropriate to purchase at market price or would you substitute any out for others when starting fresh.

Thanks in advance.

KC

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Read Answer Asked by Kelly on May 05, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi 5i, would you buy rrx today or wait, still weak momentum for oil sector? Thanks

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Read Answer Asked by Hue on May 05, 2017

• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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Q: I was fortunate to do well with HWO and did get out as it was tanking.
But now am wondering if the risk / reward and the dividend justify re- buying it now.

Or do you think it is worth waiting for further decreases given the current state of the energy sector?

Thanks.

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Read Answer Asked by Donald on May 05, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.19)
  • $22.19 P/E (TTM): 18.94X Cap: $2.23B
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Q: Hi, are there consensus numbers for Spin Master earnings next week? I'm curious to see if the consensus numbers are lower for the Q1 to reflect a likely higher-than-normal return rate, which as you said before would likely show up in Q1. Or do you think everyone is just looking past this now with the recent positive new product and corporate announcements. My guess is that they will show a double amount of return rate (I was interested to see that if you look at their past financials, there is usually about 5% or so allocated to this anyways, so just a fact of life for electronic toys I think), which will have a measurable impact on the Q earnings but not a large impact.

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Read Answer Asked by Kel on May 04, 2017

• Savaria Corporation (SIS $20.78)
  • $20.78 P/E (TTM): 26.99X Cap: $1.48B
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Q: Is savaria a buy now or do you see it going down to the price of the financing.

thanks

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Read Answer Asked by don on May 04, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hi Guys,

I was surprised to see that you sold the entire position of CXI in the balanced portfolio on May 1st, considering I asked April 19th which 5 companies I should start with as I built up the portfolio, and you included CXI in your top picks:

"AIF, PKI, MG, SYZ and CXI look attractive today"

In any event, I understand things can change quickly. Do you think CXI is worth holding still, I'm down 5%.

Also, I'm ready to purchase 5 more names in the portfolio, can you let me know which are looking most attractive today?

Thanks,

Jamie

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Read Answer Asked by Jamie on May 04, 2017

• Income Portfolio (Income)
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Q: In the 5i I.M.P which holdings do not qualify for the dividend tax credit and are they best held in RRSP accounts?

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Read Answer Asked by Ken on May 04, 2017

• Stella-Jones Inc. (SJ $78.84)
  • $78.84 P/E (TTM): 13.44X Cap: $4.35B
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Q: Hi, could you please review SJ quarterly results. Thanks

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Read Answer Asked by rajeev on May 04, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

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Read Answer Asked by Drew on May 04, 2017