Investment Q&A

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 64.67X Cap: $53M
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Q: I'm looking for a basket of 3 growth stock for my TFSA. Looking for good momentum and a 2 year time-frame. I was thinking of COV as one of them. Thanks.

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Read Answer Asked by Jean-Bernard on March 15, 2018

• Green Organic Dutchman Holdings Ltd. (The) (TGOD)
  • P/E (TTM): -0.6X Cap: $89M
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Q: Can you comment on this IPO- another cannabis producer
going public. I understand they have a relationship with Aurora
Any valuation comparisons or competitive advantages?

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Read Answer Asked by Scott on March 15, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Not much had been discussed about PKI over the last little while. Please provide an update on the company and its growth prospects, and if possible, how well it ranks in the BE portfolio. Have 2% and thinking of upping to 3.5%
Thank you
Karlm

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Read Answer Asked by Karim on March 13, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X
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Q: Good results good value ?

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Read Answer Asked by j stuart on March 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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• Great Canadian Gaming Corporation (GC $44.98)
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• Gamehost Inc. (GH $13.38)
  • $13.38 P/E (TTM): 17.15X Cap: $276M
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• Pollard Banknote Limited (PBL $18.39)
  • $18.39 P/E (TTM): 14.6X Cap: $318M
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Q: What are your thoughts on gaming stocks like tsgi,gc, & pbl ? any others ? RAK

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Read Answer Asked by bob on March 08, 2018

Q: Hey 5i, thanks for your great service. Have done very well by your previous recommendations.

Can you suggest your favourite picks for growth over 2018?

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Read Answer Asked by Jeff on March 06, 2018

• StorageVault Canada Inc. (SVI $4.32)
  • $4.32 Cap: $1.57B
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Q:


SVI acquired two properties in B C of which they owned 50 % of. What do you think of this transaction and priced paid.? Who were the sellers ? It was a cash deal . SVI had the funds to pay cash. Is SVI a BUY. RAK

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Read Answer Asked by bob on March 05, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Vanguard Total International Stock (VXUS $82.97)
  • $82.97 P/E (TTM): 10.89X Cap: $146.93B
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Q: 5i,
I currently have approx $14k cash in RESP. I have a 6 year old and 1 year old. How would you recommend me investing this money? Can you please name me top 3 stocks, and top 3 ETF to Invest in please. Thanks for your valuable input.

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Read Answer Asked by D on March 05, 2018

• Blockchain Technologies ETF (HBLK $23.30)
  • $23.30 P/E (TTM): 45.01X Cap: $22M
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Q: Which companies are most likely to benefit from block chain technology? How would you suggest investing in this technology, hopefully some Canadian companies included. Thank you

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Read Answer Asked by Doreen on February 27, 2018

• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 30.79X Cap: $6.74B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.35)
  • $20.35 Cap: $2.03B
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Q: I am looking to add a growth stock to my TFSA.
Please list your top three candidates at this point in time.
Much appreciated
RAM

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Read Answer Asked by Ray on February 26, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.34)
  • $15.34 P/E (TTM): 85.22X Cap: $1.48B
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Q: Morning...thoughts on the insider selling of stocks (CFO plus several sr positions) from GOOS (Globe and Mail) and eliminating positions..

Thanks

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Read Answer Asked by Matthew on February 22, 2018

• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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Q: Dollarama has been downgraded by Desjardin and the word is that the price is ahead of itself. Not uncommon. With the prediction of pricing to $160 to $165 is it time to prepare to move on to something new in the same field.
Thanks as always.
Regards,

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Read Answer Asked by Loretta on February 19, 2018

• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.35)
  • $20.35 Cap: $2.03B
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What are your favourite 3-4 high growth companies right now?

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Read Answer Asked by Arthur on February 16, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.34)
  • $15.34 P/E (TTM): 85.22X Cap: $1.48B
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Q: What explains the major drop this morning? Thanks!

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Read Answer Asked by Kurt W on February 08, 2018

• Real Matters Inc. (REAL $5.84)
  • $5.84 Cap: $433M
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Q: REAL came out with earnings the other day which the market didn't like. What did you think of them? I picked some shares up at the lows for a trade (not a full position) but kind of like the potential upside from here.

TIA

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Read Answer Asked by Gerald on February 05, 2018

• H2O Innovation Inc. (HEO $4.25)
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• Flowserve Corporation (FLS $71.65)
  • $71.65 P/E (TTM): 27.35X Cap: $9.15B
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• Xylem Inc. New (XYL $115.37)
  • $115.37 P/E (TTM): 29.43X Cap: $27.42B
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Q: HI Team,
I am looking to put some speculative money into the water space. I have been watching HEO.V and I have recently found WATR.V that I am keeping an eye on. Would you recommend focusing on HEO for any particular reason? I am considering taking a 2% position in HEO and 1% WATR. Any other micro cap names in this space that you would consider or replace WATR with? Thanks

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Read Answer Asked by Ryan on February 05, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Avigilon Corporation (AVO $26.98)
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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Q: I can put one of these into my TFSA, the other two into my cash account. Which would you suggest for the TFSA?

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Read Answer Asked by David on February 01, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Premium Brands Holdings Corporation (PBH $85.10)
  • $85.10 P/E (TTM): 57.89X Cap: $4.43B
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• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 30.79X Cap: $6.74B
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Q: Hi 5i Team,
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!

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Read Answer Asked by Greg on January 30, 2018

• Restaurant Brands International Inc. (QSR $108.76)
  • $108.76 P/E (TTM): 34.2X Cap: $49.68B
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• NFI Group Inc. (NFI $21.50)
  • $21.50 Cap: $2.56B
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• Premium Brands Holdings Corporation (PBH $85.10)
  • $85.10 P/E (TTM): 57.89X Cap: $4.43B
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Q: How would you rank these for long-term (5-10 years) overall growth and possible dividend growth?

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Read Answer Asked by dan on January 29, 2018

• Nuuvera Inc. (NUU $5.12)
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Q: Hi folks,please get your opinion on takeover of Nuuvera by Aphria,basically priced at $8.50 per share, a 30% premium to Nuu stock price. Would you just sell at $8.50sh??, or hold onto shares as get 0.3546 shares of Aphria when transaction closes. The combo of two companies supposedly makes Aphria, "Global leader in medical cannabis", (their words,not mine haha). Thanks for the advice and great service, jb

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Read Answer Asked by John on January 29, 2018