Investment Q&A

• Precision Drilling Corporation (PD)
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• Essential Energy Services Ltd. (ESN)
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Q: What do you think of the deal with Precision Drilling? The market seems to like it, do you think this would be a good entry point?

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Read Answer Asked by Martin on December 14, 2016

• Leucrotta Exploration Inc. (LXE)
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Q: I have a very small position in Leucrotta. I held on since it was so small but it is now back to my book value. Sell or hold? Could I have you opinion, please
Thanks

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Read Answer Asked by James on December 14, 2016

• Prudential Public Limited Company (PUK)
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Q: Would you be able to provide me with your view on PUK - Prudential PLC
Thanks,
Terry

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Read Answer Asked by Terry on December 14, 2016

• TIO Networks Corp (TNC)
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• H2O Innovation Inc. (HEO)
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• Photon Control Inc. (PHO)
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• Intrinsyc Technologies Corporation (ITC)
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Q: How would you order these in terms of growth potential.
Thank you for great service.
Milan

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Read Answer Asked by Milan on December 14, 2016

• NAPEC Inc. (NPC)
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Q: Could I get your latest view on Napec please especially with the contracts announced today.

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Read Answer Asked by Iskandar on December 14, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: With BEP.UN included in the income portfolio: Will it still be maintained within the portfolio now that President Elect Trump is tweeting about renewing coal as a viable option in energy and his pulling back on "clean air", carbon emissions etc?
Thank you

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Read Answer Asked by STANLEY on December 14, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i. I am starting to build the Balanced Equity Portfolio. I own BNS, SIS, TOY, ATD and CSU. What other 5 stocks in the BE portfolio would be good buys right now? Any stocks "on sale"? Thanks.

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Read Answer Asked by Jean-Bernard on December 14, 2016

• Constellation Software Inc. (CSU)
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• Premium Brands Holdings Corporation (PBH)
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Q: There have been a number of questions about tax loss selling. I am concerned with the opposite. There are some stocks up 50-75-100% this year, and who people/organizations might want to sell early in the new year in order to postpone paying taxes for another year. Would it make sense to sell something like that, say PBH now, in anticipation of selling in the new year, and transfer the money to a company like CSU which hasn't really done much this year? PBH might be picked up again after selling is done, if it happens.

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Read Answer Asked by John on December 14, 2016

• Sandvine Corporation (SVC)
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Q: Is this a buying opportunity ? or more to drop?
Thank you!

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Read Answer Asked by Issaku on December 14, 2016

• Leon's Furniture Limited (LNF)
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Q: Unusually high volume today, +500,000....any news, comment?
Long term shareholder.

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Read Answer Asked by Daniel on December 14, 2016

• Premium Brands Holdings Corporation (PBH)
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Q: Greetings 5i, I'm wondering what is so attractive about a company like PBH. I don't understand some of the more exotic metrics, but if I look at basics like net income, earnings per share, etc, PBH doesn't look to be building shareholder value as it gets bigger. Is the attraction a bet that they will eventually somehow wring more value out of their acquisitions through organic growth?

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Read Answer Asked by Rick on December 14, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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Q: I currently own LNR in a non-rrsp account for a 2% holding. I don't have any cash in this account to buy MG but do have cash in my RRSP account to buy MG for 2% weight. Would you recommend this or just buy more LNR to bring it up to 4% weight.

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Read Answer Asked on December 14, 2016

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I need two names in the Utilities sector to bring my total % to 10. Already hold VNR and AQN. Thanks.

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Read Answer Asked by Charles on December 14, 2016

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: Hi team, for the next 2 to 4 year period and can only purchase 1, which one would you be most comfortable with?
Thank you once again for your help! Jacques

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Read Answer Asked by Jacques on December 14, 2016

• Chemtrade Logistics Income Fund (CHE.UN)
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• Canexus Corporation (CUS)
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Q: Is $1.65 a fair price for the Canexus shares if Chemtrade is successful? Also, would an acquisition at this price be accretive? Thank you.

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Read Answer Asked by Barrie on December 14, 2016

• Savaria Corporation (SIS)
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Q: Plan adding medical for a better balanced portfolio, what opinion do you have of Savaria SIS
Thanks, John

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Read Answer Asked by John on December 14, 2016

• Miscellaneous (MISC)
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Q: Some of the questions are overly promotional and this should be discouraged or answered in the tone they are asked !

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Read Answer Asked by j stuart on December 13, 2016

• Miscellaneous (MISC)
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Q: Last July , you put together a report entitled " Report of Target Price Data" . The report listed stocks that were undervalued . Many were sadly beaten up , but two of the " Strong Buys" from the first 2 pages returned over 300% as of last Friday . I am certain most of the data is outdated and there would be new companies listed .
I am not sure what your source was for this report ... Was your submitting this a one time event ? Thanks for everything ... Tom

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Read Answer Asked by Thomas on December 13, 2016

• Canexus Corporation (CUS)
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Q: CUS stopped trading today. Any idea why?

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Read Answer Asked by david on December 13, 2016

• Intrinsyc Technologies Corporation (ITC)
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Q: Hi 5I,

I just wanted to thank you for bringing ITC to my attention. I've just finished my own homework on it and WOW- What a rocket this could be over the next few years. These are the little gems that I would have not found on my own.

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Read Answer Asked by Michael on December 13, 2016