Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.27)
  • $13.27 Fwd P/E: 16.84X Cap: $1.18B
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• BMO Equal Weight REITs Index ETF (ZRE $22.25)
  • $22.25 Fwd P/E: 18.18X Cap: $586M
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• Mackenzie Floating Rate Income ETF (MFT $16.49)
  • $16.49 Cap: $559M
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Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

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Read Answer Asked by Stephen on May 11, 2018

• Alaris Equity Partners Income Trust (AD.UN $18.90)
  • $18.90 Fwd P/E: 4.58X Cap: $861M
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Q: I understand that Alaris wrote off the debt on the two companies but has it accounted for the original preferreds? In other words, are there still more write-offs possible for these two companies or have they really cleared the deck?

Thanks
Peter

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Read Answer Asked by Peter on May 11, 2018

• Canopy Growth Corporation (WEED $1.69)
  • $1.69 Cap: $181M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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• Aurora Cannabis Inc. (ACB $6.21)
  • $6.21 Fwd P/E: 28.23X Cap: $349M
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Q: In light of CIBC's recently-released report that pot sales could reach $6.5B, which could top spirits' revenue, by 2020, what would your top three picks be and are they presently overvalued?
Thank you.

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Read Answer Asked by Steven on May 11, 2018

• Peyto Exploration & Development Corp. (PEY $19.05)
  • $19.05 Fwd P/E: 12.87X Cap: $3.79B
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• Stantec Inc. (STN $149.29)
  • $149.29 Fwd P/E: 44.56X Cap: $17.02B
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• Whitecap Resources Inc. (WCP $9.47)
  • $9.47 Fwd P/E: 6.16X Cap: $5.56B
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Q: Good Morning Peter, Ryan, and Team,
One of my portfolios closely tracks the Balanced Equity Portfolio holdings. However I have substituted STN for WSP thinking that STN will get it going at some point. Also I have split the allocation to energy producers between WCP and PEY so that I have light oil as well as gas exposure. I would appreciate your expert opinion of these substitutions. Thank you very much. DL

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Read Answer Asked by Dennis on May 11, 2018

• Aimia Inc. (AIM $3.00)
  • $3.00 Cap: $284M
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Q: Hi folks,can please get your opinion on naming of Jeremy Rabe Ceo of Aimia. Appears he was successful as head of Premier Loyalty program in Latin America/Mexico and choice of Mittleman activists. Premier has airplane connections with AeroMexico & Sky partnerships,which includes Westjet in roundabout way. Stock now more investable?? Thanks as always, jb

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Read Answer Asked by John on May 11, 2018

• Chevron Corporation (CVX $153.24)
  • $153.24 Fwd P/E: 16.85X Cap: $267.61B
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• Hess Corporation (HES $150.23)
  • $150.23 Fwd P/E: 19.88X Cap: $44.38B
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• Marathon Petroleum Corporation (MPC $179.93)
  • $179.93 Fwd P/E: 24.3X Cap: $55.27B
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• Vermilion Energy Inc. (VET $10.57)
  • $10.57 Cap: $1.63B
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• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • Fwd P/E: 40.7X Cap: $195.62B
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Q: What do you think of buying one or two of these companies and holding for 2 years? I own very little oil/gas. What would be your top picks of my choices or any others you'd recommend?

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Read Answer Asked by Graeme on May 11, 2018

• AirBoss of America Corp. (BOS $4.61)
  • $4.61 Cap: $125M
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Q: Do you think that Airboss continues to its comeback, please. How do you feel about the recent results?

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Read Answer Asked by james on May 11, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.65)
  • $80.65 Fwd P/E: 16.67X Cap: $14.25B
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• Winpak Ltd. (WPK $45.50)
  • $45.50 Fwd P/E: 14.11X Cap: $2.80B
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• Richards Packaging Income Fund (RPI.UN $32.60)
  • $32.60 Fwd P/E: 18.95X Cap: $357M
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Q: Hi there,
I am an investor who generally does not like single company risk so i often end up with small groupings of stocks in the same line of business. Hence I owned these three in the packaging business for a fairly long period of time and done well in all three. Can you explain to me which of these business is likely to do better going forward and if you had to drop one which would it be. (i am thinking Winpak)

Thanks for all you do.

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Read Answer Asked by kelly on May 11, 2018

• Electro Scientific Industries Inc. (ESIO $29.99)
  • $29.99 Cap: $1.03B
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Q: Hi Peter and Ryan,

Pls comment on ESIO quarterly earnings and outlook, the stock looks cheap and the earning looked good, but the share price with a big swing and reversed to drop as much as 7% (recovered a bit at time of typing).

Thanks for your help.

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Read Answer Asked by Pui on May 11, 2018

Q: what is the best way to keep your cash and get highiest interest as of today, , thanks

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Read Answer Asked by Aysel on May 11, 2018

• Pollard Banknote Limited (PBL $21.42)
  • $21.42 Fwd P/E: 14.74X Cap: $579M
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Q: Hi guys, could you please give your opinion on this name. Is it a buy, hold or sell.

Thanks.

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Read Answer Asked by Mark on May 11, 2018

• Solium Capital Inc. (SUM $19.15)
  • $19.15 Fwd P/E: 172.9X Cap: $1.08B
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Q: I would appreciate your insight into Solium Capital's first quarter earnings report. Thanks.

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Read Answer Asked by Paul W on May 11, 2018

• TransGlobe Energy Corporation (TGL $5.06)
  • $5.06 Fwd P/E: 2.27X Cap: $368M
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Q: Why did TGL crash this morning?
Thank you.

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Read Answer Asked by Kurt W on May 11, 2018

• K-Bro Linen Inc. (KBL $35.00)
  • $35.00 Fwd P/E: 20.83X Cap: $370M
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Q: What do you think about KBL's recent earnings?

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Read Answer Asked by andrew on May 11, 2018

• Air Canada Voting and Variable Voting Shares (AC $22.39)
  • $22.39 Fwd P/E: 5.07X Cap: $7.22B
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Q: The recent chart for AC showed unremitting decline so I sold to lock in my gains. Also, I was concerned that rising oil prices would mean increased fuel costs for AC going forward. What is your outlook for AC ? Will the potential pilots strike at WJA have any effect on the price of AC ?

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Read Answer Asked by Don on May 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
  • $6.61 Fwd P/E: 20.66X Cap: $714M
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Q: Good morning 5i!
Your opinion on Fiera Q1 2018 report would be much appreciated.
Thank you!

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Read Answer Asked by Stéphane on May 11, 2018

• Savaria Corporation (SIS $19.53)
  • $19.53 Fwd P/E: 28.3X Cap: $1.39B
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Q: Hi 5i
What is your reaction, in the shoes of a small retail investor, to the timing of a share issue while having full visibility to a results miss?
This is now the second time mgt has damaged share pricing; from which the price has not yet recovered from the prior issue.

I get we need to look long term but it looks like mgt behaviour is less aligned with investors lately.

Hopefully damage repair can happen sooner rather than later.

Thanks for your thoughts
Dave

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Read Answer Asked by David on May 11, 2018

• Boyd Group Income Fund (BYD.UN)
  • Fwd P/E: 47.0X
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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, would appreciate if you can provide estimates for upcoming earnings release. Thanks

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Read Answer Asked by rajeev on May 11, 2018

• WSP Global Inc. (WSP $278.69)
  • $278.69 Fwd P/E: 50.89X Cap: $36.36B
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Q: WSP is taking a hit out of the gate this morning. Any idea about the cause?

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Read Answer Asked by Ted on May 11, 2018

• TELUS Corporation (T $22.62)
  • $22.62 Fwd P/E: 28.63X Cap: $34.24B
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Q: I am low in my Telecommunications sector and need to add to either my current holdings; BCE, RCI.B, T or add something new. Income with growth is always preferred. What would you suggest? Thanks

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Read Answer Asked by Lyle on May 11, 2018