Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $79.82)
  • $79.82 Cap: $5.89B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.19)
  • $16.19 P/E (TTM): 81.21X Cap: $1.55B
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Q: Hello Peter and team
Sent this once a couple of days ago not sure if it got lost.

Looking to reinvest some profits from Shopify. Regardless of sectors and weighting, please provide your current top 3 picks from both the Balanced and Growth Portfolios

Thanks
Phil

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Read Answer Asked by Phil on December 17, 2019

• CAE Inc. (CAE $37.39)
  • $37.39 P/E (TTM): 28.96X Cap: $12.13B
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Q: Hi,
Do you think CAE will be affected negatively if Boeing prolongs to ground 737 max ito next year? Do you have any other concerns with CAE? Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on December 16, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $642M
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Q: I have both GUD and PHO in my RIF both at about a 20% loss. Which one has the best chance of recovery and significant gain over the next 12 months. Thanks

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Read Answer Asked by John on December 16, 2019

• Dollarama Inc. (DOL $193.10)
  • $193.10 P/E (TTM): 44.98X Cap: $53.60B
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Q: With Cineplex gone, another dominant Canadian company is bought out. How likely is this the fate of Dollarama?. Buyout from Dollar General a possibility as they don't appear to have a presence here ?

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Read Answer Asked by Murray on December 16, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $57.94)
  • $57.94 P/E (TTM): 24.31X Cap: $1.93B
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Q: I am concerned about Badger Daylighting . I keep reading news articles that the rig count in the US keeps dropping and some layoffs in US in oil/gas industry. I realize that a lot of their business is with utilities but a portion is still with oil/gas. Your thoughts please. Buy more, sell or hold? Thanks.

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Read Answer Asked by James on December 16, 2019

• Kinaxis Inc. (KXS $191.95)
  • $191.95 P/E (TTM): 164.37X Cap: $5.50B
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• goeasy Ltd. (GSY $207.92)
  • $207.92 P/E (TTM): 12.3X Cap: $3.36B
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Q: which 2-3 Canadian growth stocks would you buy in YOUR TFSA for 2020 if you were allowed to buy Canada?
Thank you

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Read Answer Asked by Summer on December 16, 2019

• NFI Group Inc. (NFI $18.54)
  • $18.54 Cap: $2.24B
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• Savaria Corporation (SIS $20.81)
  • $20.81 P/E (TTM): 27.04X Cap: $1.51B
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Q: Why is NFI considered a Consumer Cyclical and SIS considered an Industrial? I might almost see them the other way around since consumer purchases of SIS's products would seem somewhat cyclical according to the propensity of individuals to make major commitments to their lines of products. Purchases of NFI's products would be driven by municipal budgets which might be more stable in good and bad times.

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Read Answer Asked by Geoffrey on December 16, 2019

• Bank of Nova Scotia (The) (BNS $79.32)
  • $79.32 P/E (TTM): 16.5X Cap: $99.27B
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Q: On Dec 13 Credit Sussie downgraded BNS to Neutral (from Outperform),$75 TP, Av TP$78.92 It dropped $0.89 to $73.82 on above av. vol of 5.2m shares.Note that there was a purchase of 2m shares @ the close.Apparently there was above average vol. for the other big 4 banks. Your comment please. Txs for u usual great services & views

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Read Answer Asked by Peter on December 16, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $57.94)
  • $57.94 P/E (TTM): 24.31X Cap: $1.93B
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Q: On Dec 13 Chevron,the big partner in LNG in kitmat,B.C. wants to sell its stake.Reportedly some work had started on the site by ACTO etc.How will it affect BAD? Txs for u usual great services & views

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Read Answer Asked by Peter on December 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.75)
  • $16.75 Cap: $2.33B
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Q: After market closed on Dec 13,it was announced that LSPD will be added to TSX Index on Dec 23 at the open.Your comment please. Txs for u usual great services & views

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Read Answer Asked by Peter on December 16, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.19)
  • $16.19 P/E (TTM): 81.21X Cap: $1.55B
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Q: On Dec 13,Goos dropped $1.52 to $51.35 after a report that it dropped its sale price on its product.Please comment .Is this a opportunity?.Hong Kong still in turmoil & no end in sight.However phase 1,US/China trade deal had been agreed upon & documents being drawn up for hopeful signing in Jan next. Txs for u usual great services & views

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Read Answer Asked by Peter on December 16, 2019

• CAE Inc. (CAE $37.39)
  • $37.39 P/E (TTM): 28.96X Cap: $12.13B
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Q: Can I have your valuation of cae for a 3 to 4 year hold and given its premium price would now be a good time to start a position? Thank you.

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Read Answer Asked by Steve on December 13, 2019

• Evertz Technologies Limited (ET $12.04)
  • $12.04 P/E (TTM): 15.36X Cap: $920M
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Q: Could you please comment on earnings. Cash and working capital seem much lower as compared to last year, could you explain this for me. Also a comment on the stated backlog? Did you listen / hear anything of interest on the conference call?

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Read Answer Asked by Harry on December 13, 2019

• North West Company Inc. (The) (NWC $50.67)
  • $50.67 P/E (TTM): 18.25X Cap: $2.42B
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Q: Greetings 5i -
Your thoughts on NWC's most recent quarter, please.

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Read Answer Asked by basil on December 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.35)
  • $194.35 P/E (TTM): 77.53X Cap: $255.35B
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Q: FYI - Re Shopify insider sales by COO. Check out "canadianinsider.com" for a good view of options and rights at very low prices that were exercised recently. ($6.22 US options and $0.152 US rights) A sweet deal when selling at ~ $370.00 US.
I find the website very informative and have it bookmarked.

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Read Answer Asked by Madeline on December 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.35)
  • $194.35 P/E (TTM): 77.53X Cap: $255.35B
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Q: When do theyI the report? Estimates please

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Read Answer Asked by Bill on December 12, 2019

• Methanex Corporation (MX $48.85)
  • $48.85 P/E (TTM): 10.08X Cap: $3.35B
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• TFI International Inc. (TFII $131.82)
  • $131.82 P/E (TTM): 21.23X Cap: $11.11B
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Q: Hello 5i team,.
I have MX and TFII in my margin account that I'm thinking of selling to claim the capital loss.
Do you expect these two stock prices to go up significantly in the next 30 days?
Would you advise to buy them back after the 30 days?
Thanks

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Read Answer Asked by Marco on December 12, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $34.97)
  • $34.97 Cap: $23.13B
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Q: could you tell me when the shares of the new company will be given out to existing share holders

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Read Answer Asked by Aurelio on December 12, 2019

Q: What is the book value???
Thx

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Read Answer Asked by Bill on December 12, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Been in the stock for a relatively long time, was up nicely then went overweight near the all time high, now down 20%, a big bet went bad. RBC shows earnings drastically dropping next two quarters, would you hold or bail?

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Read Answer Asked by Charles on December 12, 2019