Investment Q&A

• Stantec Inc. (STN $150.96)
  • $150.96 Fwd P/E: 45.04X Cap: $17.21B
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Q: I am break even in my holding of STN in my RRSP account. It had a large gain today and reports tomorrow. I am considering selling that position and trading into a stock in the same sector, such as NFI, WSP or MDA, all of which have had recent pullbacks. What would be your recommendation for my RRSP?
Thanks, Peter

Peter

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Read Answer Asked by Linda on November 10, 2016

• Trackx Holdings Inc. (TKX)
  • Cap: $1M
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Q: Have you come across this name & if so, would you have any insight as to potential? Seems like very innovative technology with revenue stream about to ramp up.

Thanks, George T.

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Read Answer Asked by george on November 10, 2016

• UnitedHealth Group Incorporated (DE) (UNH $304.10)
  • $304.10 Fwd P/E: 12.54X Cap: $271.69B
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Q: Is it time to sell UnitedHealthcare and switch into IBB? Would a defense stock be more appropriate (weightings aside) and if so which one?

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Read Answer Asked by John on November 10, 2016

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• B2Gold Corp. (BTO $4.78)
  • $4.78 Cap: $6.27B
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Q: With the market looking at the Trump victory positively.
Is there still a bullish case for gold and metals considering That US $ looks bullish as well.

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Read Answer Asked by Irshad on November 10, 2016

• BMO Long Corporate Bond Index ETF (ZLC $15.05)
  • $15.05 Cap: $414M
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• BMO Long Federal Bond Index ETF (ZFL $12.07)
  • $12.07 Cap: $3.09B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.49)
  • $18.49 Cap: $1.22B
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Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks

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Read Answer Asked by Karl on November 10, 2016

• Questor Technology Inc. (QST $0.39)
  • $0.39 Cap: $10M
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Q: Hi. I own QST and and am down more than 80%. Where do you see QST in 5 years from now? Would you sell it or add to an existing position at these levels? If so would you add to 1/2 position or full position? Thanks

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Read Answer Asked by Marco on November 10, 2016

• TransAlta Corporation (TA $15.63)
  • $15.63 Cap: $4.53B
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• Atlantic Power Corporation (ATP $3.61)
  • $3.61 Fwd P/E: 5.29X Cap: $324M
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Q: Hello, can you comment on 3rd quarter results?

Seem somewhat less negative than the last recent quarters.

Thank you

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Read Answer Asked by Stephane on November 10, 2016

• Aimia Inc. (AIM $3.00)
  • $3.00 Cap: $284M
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Q: COULD YOU COMMENT ON THE QUARTER, PAYOUT RATIO, DEBT, DIVIDEND SUSTAINIBILITY, IT'S BUSINESS GOING FORWARD AND WOULD YOU ADD TO A 1/2 POSITION OR WAIT?

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Read Answer Asked by Ozzie on November 10, 2016

• DH Corporation (DH $25.49)
  • $25.49 Fwd P/E: 12.45X Cap: $784M
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Q: I don't own this stock, & know you are not a big fan of this stock, but I read a blog a week ago or so, where the person was highlighting the positive of this company. From what I recall it was stated that there div. was in the range of 40 -45% of cash flow. In there last q report there cash flow increased. Also, the miss was due to a change in progressing charges from a one time up front charge to a unit charge & he claimed this is what caused the miss on earnings. Would you agree with this statement. I question why they wouldn't cancel the div. & thus be able to pay down more than 20 million dollars as reported. Would greatly appreciate your insight.

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Read Answer Asked by Earl on November 10, 2016

• BMO MSCI Emerging Markets Index ETF (ZEM $23.76)
  • $23.76 Fwd P/E: 5.41X Cap: $1.58B
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Q: The Emerging Markets took a bit of a hit today with ZEM being down about 2.5%. Would you consider adding to my position now or should I wait a bit to see how things shake out with the change in the U.S.? Currently ZEM is about 5% of my portfolio

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Read Answer Asked by Rudy on November 10, 2016

• Stella-Jones Inc. (SJ $82.10)
  • $82.10 Fwd P/E: 13.77X Cap: $4.55B
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Q: Hi Gents,

Is the continued sell off in SJ warranted by yesterday's surprise electoral news? Could you please comment on your understanding of how the company's long term prospects may be affected?

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Read Answer Asked by Patrick on November 10, 2016

• Constellation Brands Inc. (STZ $172.19)
  • $172.19 Cap: $30.34B
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Q: Why did it take such a hit because of Trump?

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Read Answer Asked by Danny-boy on November 10, 2016

• Miscellaneous (MISC)
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Q: Hello 5i Team,
Do Peter &/or Ryan make a point of meeting the management of the companies in your three portfolios?
Thanks
Dave

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Read Answer Asked by Dave on November 10, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.35)
  • $79.35 Fwd P/E: 16.65X Cap: $14.06B
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Q: Hi, Could you lease comment on CCL Industries earnings please. Thnaks

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Read Answer Asked by rajeev on November 10, 2016

• Algonquin Power & Utilities Corp. (AQN $7.97)
  • $7.97 Cap: $6.11B
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• Northland Power Inc. (NPI $22.85)
  • $22.85 Fwd P/E: 23.14X Cap: $5.99B
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Q: Both Northland Power and Algonquin Power are down over 3% today.

Is this in reaction to the US election results, or perhaps the interest rate outlook, or some other reason?

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Read Answer Asked by Russell on November 10, 2016

• Algonquin Power & Utilities Corp. (AQN $7.97)
  • $7.97 Cap: $6.11B
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Q: Algonquin Power has been week as of late and lost 3% today. Is this something to be concerned with? Would you prefer Fortis ,Emera, or Hydro one instead?

Please feel free to post to everyone.

Antoine

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Read Answer Asked by Antoine on November 10, 2016

• ATS Corporation (ATS $40.36)
  • $40.36 Cap: $3.93B
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Q: Please comment on the latest financials for ATS.
Thank you.

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Read Answer Asked by Larry M. on November 10, 2016

• Morneau Shepell Inc. (MSI)
  • Fwd P/E: 82.4X Cap: $2.21B
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Q: Please provide your comments on the latest earnings. Is it reasonable to buy or should wait for a pull back? Am looking for income n some growth. Thanks!

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Read Answer Asked by Rossana on November 09, 2016

• High Liner Foods Incorporated (HLF $18.12)
  • $18.12 Fwd P/E: 6.99X Cap: $531M
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Q: Could you comment on High Liner's latest earnings. Were they really bad enough to warrant an almost 20% drop in price? Would you consider this a buying opportunity?

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Read Answer Asked by Peter on November 09, 2016

• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 Fwd P/E: 6.54X Cap: $301M
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• Rocky Mountain Dealerships Inc. (RME $7.40)
  • $7.40 Fwd P/E: 15.8X Cap: $142M
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Q: Hello , can you comment on last quarter results?

They both seem to have some success cutting expenses and reducing inventory which is good. Good crop this year.

Thank you.

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Read Answer Asked by Stephane on November 09, 2016