Investment Q&A

• AirBoss of America Corp. (BOS)
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• DIRTT Environmental Solutions Ltd. (DRT)
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Q: Peter and Team:

I am currently down about 30% on both of these in a diversified portfolio. I was thinking of selling one and using funds to top up the remainder. (Spring Cleaning). Could you please suggest which has more upside potential vs downside risk. Or should I just wait on both as I have a very long timeframe.

Thank you always for a great service and improved site.

Phil

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Read Answer Asked by Phil on May 05, 2016

• Agnico Eagle Mines Limited (AEM)
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Q: Hello, I sold Goldcorp the other day, and I want to replace it with Agnico. What would you feel would be a decent entry point now? I always seem to get burned by taking positions to soon, only to lose 20+% days later. Or do you feel there is a better up and coming gold company at this time?
Thanks,

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Read Answer Asked by Patrick on May 05, 2016

• Russel Metals Inc. (RUS)
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Q: Hi Peter and Team,
What is your view on Russel Metal's first qtr result.
Would you think the situation of the steel sector is improving? What about their cash flows, still solid to support the dividend pay out?
Is it time to gradually build up a small position of this stock?
Thanks as always.
Pui

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Read Answer Asked by Pui on May 05, 2016

• Kinaxis Inc. (KXS)
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• Knight Therapeutics Inc. (GUD)
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Q: Please comment on their results announced today. What will be the safest growth stocks at this point with minimum downside. Thanks

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Read Answer Asked by Imtiaz on May 05, 2016

• Home Capital Group Inc. (HCG)
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Q: I would appreciate your take on the first quarter earnings miss. They have had several misses in a row, but I am encluraged by the growth in originations (finally). I would appreciate your thoughts.
Thanks,

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Read Answer Asked by Hans on May 05, 2016

• Kinaxis Inc. (KXS)
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Q: Hi, could you please comment on Kinaxis earnings and its guidance for 2016. Do you believe, this new addition to the Balanced Portfolio is meeting/beating your expectations and showing signs of a long runway of growth ahead of it (early days now). Thanks

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Read Answer Asked by rajeev on May 05, 2016

• Intact Financial Corporation (IFC)
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Q: How does the disaster (fire) in Ft McMurray affects the earnings and stock prices of IFC ?
thanks

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Read Answer Asked by Michael on May 05, 2016

• Hydro One Limited (H)
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Q: What do you think the ramifications are for Hydro One if the Ontario government stopped the privatization? Less shares flooding the market would seem to be beneficial, but would they be able to grow earnings sufficiently if they stayed public?

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Read Answer Asked by Alex on May 05, 2016

• Hydro One Limited (H)
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Q: What do you think the ramifications would be to existing shareholders if the current or a new Ontario government stopped the privatization of Hydro One?

Thanks,

Alex

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Read Answer Asked by Alex on May 05, 2016

• Premium Brands Holdings Corporation (PBH)
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• Premier American Uranium Inc. (PUR)
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Q: Both of these companies had a major pop on Wednesday. Can't see why, can you?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 05, 2016

• Miscellaneous (MISC)
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Q: when are you on bnn on friday the 1 pm or 6 pm show. dave

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Read Answer Asked by david on May 04, 2016

• Enbridge Income Fund Holdings Inc. (ENF)
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Q: I have a full position in ENF and it has dropped 5.5% since the end of March. Any reason? Or is it time to trim? sell?

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Read Answer Asked by Edward on May 04, 2016

• Miscellaneous (MISC)
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Q: Good day gentlemen, You re top 3 Cana
picks you suggest investing in today.

It doesn't t matter to me small,mid or large cap.

thank you in advance

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Read Answer Asked by ron on May 04, 2016

• Boston Pizza Royalties Income Fund (BPF.UN)
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Q: Would appreciate your view on earnings released today.
Thank you.

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Read Answer Asked by howard on May 04, 2016

• Manulife Financial Corporation (MFC)
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Q: Peter; I just read MFC is planning a second attempt to sell , in Singapore , a IPO of its U.S. real estate properties of 566 million units at $.82-.83 cents U.S. Why would they do a IPO of their US properties in Singapore ? Thanks. Rod

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Read Answer Asked by Rodney on May 04, 2016

• Cue Health Inc. (HLTH)
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Q: I own half Nhc and half Hlth which is the same stovk but on the U.S. exchange. I notice that the U.S. versiob isn't going up as much as the canadian one percentage wise. How can This be?

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Read Answer Asked by Carla on May 04, 2016

• Protech Home Medical Corp. (PTQ)
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Q: When is PHM's next earnings date? I see on the Globe's site a forward P/E of 8. Do you have any idea whether they will meet expected earnings?

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Read Answer Asked by Rick on May 04, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: May I please have a clarification. Yesterday my question and your answer went like this:

Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael

5i Research Answer:
Consensus is a loss of $0.09 per share on $66.9 million revenue.

My question today, please, relates to the $0.09 per share forecast loss. Was that an adjusted or unadjusted forecast loss? The results were a loss of $0.11 unadjusted and $0.06 adjusted. So is that a beat or a miss please? Thank you, Michael

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Read Answer Asked by Michael on May 04, 2016

• Home Capital Group Inc. (HCG)
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Q: I have a 2% position would 5i add on this latest weakness this week or wait for earnings ?

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Read Answer Asked by blake on May 04, 2016

• Gibson Energy Inc. (GEI)
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Q: GEI recently increased their dividend and their latest results sound disappointing. Why would they have increased their dividend in the first place, it sounds like a mixed signal?Should one not be too concerned with one quarter. Your comments please.

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Read Answer Asked by Ozzie on May 04, 2016