Investment Q&A

• Miscellaneous (MISC)
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Q: Gentlemen, the next shale revolution article (Bloomberg) vs Steve St. Angelo's recent financial carnage update of U.S. shale oil production.

Can you provide some clarification?
Thank you. Gaston

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Read Answer Asked by Gaston on November 16, 2017

• Kew Media Group Inc. Variable Voting and Common Voting Shares (KEW)
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Q: What are your thoughts on KEW's current valuation?
Thanks

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Read Answer Asked by Neil on November 16, 2017

• Cronos Group Inc. (CRON)
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Q: Hi Team,
would you have insights into the stock? Is it a buy or too speculative?
Thanks, as always!

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Read Answer Asked by Sigrid on November 16, 2017

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Brookfield Properties Preferred is available with different extensions from .x, .g, .t, .c, .p, .w, .a, etc. Are all these different preferreds and how can you tell which one is the best one to buy? Many tnx and great upgrade to the site.

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Read Answer Asked by Jacques on November 16, 2017

• Medical Facilities Corporation (DR)
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Q: In a recent reply to a question about DR, you concluded with a sentence:
'This makes it tough to have a whole lot of confidence on the potential cash flows.'
Could you please expand on this as it sounds like you are 'forecasting' a future drop in earnings / cash flow? Can you share any evidence you have that would support this view?

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Read Answer Asked by Elizabeth on November 16, 2017

• FLIR Systems Inc. (FLIR)
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• Garmin Ltd. (Switzerland) (GRMN)
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• Cognex Corporation (CGNX)
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• Check Point Software Technologies Ltd. (CHKP)
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Q: If you were to buy one of these today, what would be your preference and why?
Could you please rank them?

Thanks,
Milan

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Read Answer Asked by Milan on November 16, 2017

• Kinaxis Inc. (KXS)
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Q: Isn't a p/e ratio of 83 just too high for a company with Kinaxis' growth profile? Also, it would help if your information listing for companies showed the forward p/e ratio too as that is the one most people I know go by.

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Read Answer Asked by John on November 16, 2017

• Madalena Energy Inc. (MVN)
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Q: Your comments on the year end & quarter's results for Madalena Energy would be appreciated.Were they good enough to suggest keeping it or bad enough to suggest selling ?They had a hit on 2 wells with total output of 250 b/p/d. Does this make them more viable or does the political climate in Argentina cancel this out?

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Read Answer Asked by Dave on November 16, 2017

• Miscellaneous (MISC)
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Q: I have some US$ in a savings account (haha) and would be interested in your suggestions re; money market, T bill, or other reasonably safe yield bearing investment, tia. Pat

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Read Answer Asked by Pat on November 16, 2017

• CannTrust Holdings Inc. (TRST)
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Q: With everyone plowing into the weed stocks , this is one someone steered me towards. Can you please provide the metrics/outlook associated with this company? Much appreciated........

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Read Answer Asked by adam on November 16, 2017

• Magna International Inc. (MG)
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• goeasy Ltd. (GSY)
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• Exco Technologies Limited (XTC)
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Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek

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Read Answer Asked by Derek on November 16, 2017

• Invesco Low Volatility Portfolio ETF (PLV)
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Q: Please give opinion on plv as a core holding in a retirement portfolio as compared to balanced mutual funds such as phn maw or others you rate as better options. Thanks Larry

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Read Answer Asked by Larry on November 16, 2017

• Pasinex Resources Ltd. (PSE)
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Q: Hi guys,

Your thoughts on Pasinex Resources, buy or stay away!

Thanks

Jim

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Read Answer Asked by jim on November 16, 2017

• AgJunction Inc. (AJX)
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• BSM Technologies Inc. (GPS)
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Q: I am going to sell ag junction for tax loss.
What would a good replacement be?

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Read Answer Asked by elgin on November 16, 2017

• TDG Gold Corp. (TDG)
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• Essential Energy Services Ltd. (ESN)
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• Xtreme Drilling Corp. (XDC)
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Q: Hi Peter and team
I have Essential Energy and Xtreme drilling two stocks bought my former broker Should I sell one or both of them I am down over 50 percent on both positions

I would like to take the funds and buy another driller Which one do you recommend

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Read Answer Asked by Paul on November 16, 2017

• Cineplex Inc. (CGX)
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• Enercare Inc. (ECI)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi 5i
I am frustrated with AD and am looking at a replacement in an RSP account. Could you give your opinion and rank order for a long term hold of CGX, ECI and ABT. Do you think each will kept in the PF? Thanks for your help.
Gary

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Read Answer Asked by Gary on November 16, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• Gluskin Sheff + Associates Inc. (GS)
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Q: Hello 5i, Thanks for your comment on Fiera and Gluskin Sheff , I notice the P/E for Fiera is approx 72 is this correct. Is this a negative for Fiera. The P/E for Gluskin Sheff is approx 12 is this a plus for GS. Could you state the correct P/E and payout ratio for FSZ and GS,
Thanks

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Read Answer Asked by Michael on November 16, 2017

• Chesswood Group Limited (CHW)
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Q: Can I get your thoughts on chesswoods recent results and the sustainability of its dividend.

Geoff

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Read Answer Asked by Geoff on November 16, 2017

• Ventas Inc. (VTR)
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Q: Good morning from the West Coast.
I have the full model portfolio for Income.
I would like to add a REIT.
What is you analysis for VTR for a long term hold in Income?
Thanks
Rick

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Read Answer Asked by Richard on November 16, 2017

• Home Capital Group Inc. (HCG)
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Q: Hello,
Could you please comment on HCG's earning, outlook and its valuation. Is it cheap compaire to EQB? Is HCG worth hold if it is already owned.

Thanks

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Read Answer Asked by Victor on November 16, 2017