Investment Q&A

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

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Read Answer Asked by Brad on January 26, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.35)
  • $20.35 P/E (TTM): 25.82X Cap: $2.05B
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Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

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Read Answer Asked by rajeev on January 26, 2017

• Methanex Corporation (MX $52.98)
  • $52.98 P/E (TTM): 12.7X Cap: $4.02B
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Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

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Read Answer Asked by Zach on January 26, 2017

• Mattel Inc. (MAT $19.23)
  • $19.23 P/E (TTM): 14.19X Cap: $5.95B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.35)
  • $20.35 P/E (TTM): 25.82X Cap: $2.05B
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Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

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Read Answer Asked by Gooding on January 26, 2017

• High Arctic Energy Services Inc. (HWO $0.91)
  • $0.91 Cap: $11M
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Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

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Read Answer Asked by blake on January 25, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: In regards to the net loss " Adjusted EBITDA before REI is Adjusted EBITDA before considering the retained economic interest attributable to vendors and/or principals of acquired companies". Can you try to explain further to a layman.

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Read Answer Asked by Charles on January 25, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Please your opinion on ZCL including insider ownership,estimated eps & revenue.When it is reporting?After your recommendation @ $10,I iniated a half position;should I add now.Thanks for u usual great services & views

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Read Answer Asked by Peter on January 25, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I keep trying to add to a position in Photon. The stock just doesn't seem to want to pull back. Would you be comfortable adding here at its current valuation etc.

Thanks

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Read Answer Asked by Scott on January 24, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.71)
  • $222.71 P/E (TTM): 85.87X Cap: $289.78B
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• Premier American Uranium Inc. (PUR $0.73)
  • $0.73 Cap: $60M
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Q: I have an approx 1% (of equity portfolio) position in Pure technologies and 1% in cash available. Would you endorse selling the pure technologies and buying a 2% position in Shopify ? (I am not getting any younger)

Thanks.

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Read Answer Asked by Leonard on January 24, 2017

• Sylogist Ltd. (SYZ $5.68)
  • $5.68 Cap: $130M
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Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.

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Read Answer Asked by blake on January 24, 2017

• Premier American Uranium Inc. (PUR $0.73)
  • $0.73 Cap: $60M
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Q: Hello 5i
With pur price decline would you consider this a good time to buy or is managements own underwhelming commentary on their business performance (Q3 webcast) enough to create a wait and see status?

Looking for sustainable growth investment. Is it pur or do you suggest alternative at this time?

Thanks
Dave

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Read Answer Asked by David on January 24, 2017

• Growth Portfolio (Growth)
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Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?

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Read Answer Asked by Ken on January 24, 2017

• Superior Plus Corp. (SPB $8.02)
  • $8.02 P/E (TTM): 32.03X Cap: $1.79B
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Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?

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Read Answer Asked by Bradley on January 24, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Could you please comment on People's earnings release and whether their revenues and earning are in line with your expectations.
Thank you
Mark

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Read Answer Asked by Mark on January 23, 2017

• Income Portfolio (Income)
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Q: I read with interest a recent answer that split the 5iR balance portfolio into 3 ‘buckets”. My wife has a RRSP and a regular account….and both of these “buckets” hold 5iR income portfolio positions...and will be adding to it. From risk and diversification reasons, I would be interested in your take on what a two way split of the 5iR income portfolio would be…….Thanks…….Tom

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Read Answer Asked by Tom on January 23, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: i could not find this on the questions section so i will ask you. Could you provide me with the companies in the balanced portfolio as to the sector you put them in i.e. bns financial etc...i tend to think that you rate some of the companies diffrent than RBC does....thankyou

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Read Answer Asked by gene on January 23, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi folks,bought into rrx/t last week at 9.60,watched it run to over $10 but today watched it break below $9. I know oil has been volatile but is everything still ok with company that you know of??, stock has sold off more % than others in the sector, thanks as always, jb

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Read Answer Asked by John on January 23, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Now that PLI has received orphan drug designation for PBI-4050, what is the liklihood the stock will rise to $4.75 as predicted? If it does reach that level, is that a take-off point to much higher levels?
Elmer

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Read Answer Asked by Elmer on January 23, 2017

• Miscellaneous (MISC)
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Q: Hi Peter and staff
Given your logic for dropping AdW (low yield) what makes Loblaw worthy of staying in the Income Portfolio?

I have owned it for over a year with no growth in share price to go with the low dividend .

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on January 23, 2017

• Element Fleet Management Corp. (EFN $36.64)
  • $36.64 P/E (TTM): 26.8X Cap: $14.83B
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• ECN Capital Corp. (ECN $2.72)
  • $2.72 Cap: $765M
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Q: I currently own both EFN and ECN and my broker would like me to sell EFN and buy more ECN as he think there is more growth potential in ECN? Would you agree with this move?

Thanks
Dolores

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Read Answer Asked on January 23, 2017