Investment Q&A

• Enbridge Inc. (ENB $64.23)
  • $64.23 P/E (TTM): 25.03X Cap: $143.22B
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• Algonquin Power & Utilities Corp. (AQN $8.48)
  • $8.48 Cap: $6.30B
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• Exchange Income Corporation (EIF $82.90)
  • $82.90 P/E (TTM): 30.52X Cap: $4.53B
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Q: Have held CHE.UN and growing tired of its performance.
Can you suggest replacement for dividend equivalent and growth potential

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Read Answer Asked by Peter on June 14, 2018

• Apple Inc. (AAPL $274.61)
  • $274.61 P/E (TTM): 37.3X Cap: $4.05T
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.28T
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• The Boeing Company (BA $206.71)
  • $206.71 Cap: $156.19B
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• Edwards Lifesciences Corporation (EW $85.32)
  • $85.32 P/E (TTM): 35.81X Cap: $48.38B
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• Constellation Brands Inc. (STZ $142.59)
  • $142.59 P/E (TTM): 21.33X Cap: $25.10B
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• Visa Inc. (V $345.11)
  • $345.11 P/E (TTM): 34.1X Cap: $668.01B
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• Tencent Holdings Ltd. ADR (TCEHY $76.98)
  • $76.98 P/E (TTM): 29.41X Cap: $719.11B
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Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

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Read Answer Asked by Jerry on June 14, 2018

• Adobe Inc. (ADBE $347.89)
  • $347.89 P/E (TTM): 22.86X Cap: $145.62B
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Q: Hello, What are your thoughts on Adobe as a long term hold? If would rather own some thing else in the US which shows a lot of promise in the long run what would it be? Thanks.

Shyam

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Read Answer Asked by Shyam on June 14, 2018

• Dominion Lending Centers Inc Com (FCF)
  • P/E (TTM): -105.7X Cap: $119M
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Q: any current thoughts about FCF. Seems to be weakening lately. Thanks

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Read Answer Asked by george on June 14, 2018

• Mason Resources Inc. (LLG $0.10)
  • $0.10 P/E (TTM): 0.79X Cap: $16M
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Q: Hello team,

What is the issue with LLG? Is this still a viable speculative investment or is it time to move on?

Thanks for making investing possible for us all!

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Read Answer Asked by Saeed on June 14, 2018

• Synergy Pharmaceuticals Inc. (SGYP)
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Q: Could you update your view on SGYP
Thank you

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Read Answer Asked by Tova on June 14, 2018

• Covalon Technologies Ltd. (COV $1.77)
  • $1.77 P/E (TTM): 22.88X Cap: $49M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Red Hat Inc. (RHT $187.71)
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Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks

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Read Answer Asked by david on June 14, 2018

• Canopy Growth Corporation (WEED $2.53)
  • $2.53 Cap: $847M
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Q: I would like your thoughts about WEED and if it is worth buying again. FYI I originally had it at $2.80 and have made a lot of money on it, but am concerned that it has a 7 Billion market cap with small revenue and could be vastly overpriced at these levels. Is it a buy or sell. Thanks in advance.

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Read Answer Asked by David on June 14, 2018

Q: With regard to Jim's question about helium-related companies, there is also DME (Desert Mountain Energy, after a recent name change from African Queen Mines) on the Venture Exchange. It also definitely falls into the extremely small and risky category. Market cap $5 million. Who knew that you "mined" helium? It also has a tiny O&G presence in Oklahoma and some gold interests in BC.

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Read Answer Asked by David on June 14, 2018

• DocuSign Inc. (DOCU $67.58)
  • $67.58 P/E (TTM): 49.73X Cap: $13.65B
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Q: I have 5 stocks. I would like you to rank them for growth over the next twelve months. They are DOCU, OKTA, AMOT, FNKO and TTD. Thank you, Dennis

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Read Answer Asked by Dennis on June 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

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Read Answer Asked by Rodney on June 14, 2018

• Dollarama Inc. (DOL $199.34)
  • $199.34 P/E (TTM): 44.74X Cap: $55.22B
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Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $24.07)
  • $24.07 P/E (TTM): 7.98X Cap: $172.34B
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Q: Your thoughts on the court ruling in favour of AT&T's acquisition of Time Warner please. With the price drop today it yields 6% with a P/E of 7. Seems attractive. Can you offer any insight as to why the markets hold it so out of favour?

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Read Answer Asked by Marco on June 13, 2018

• AT&T Inc. (T $24.07)
  • $24.07 P/E (TTM): 7.98X Cap: $172.34B
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• Time Warner Inc. (TWX $98.77)
  • $98.77 Cap: $77.26B
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Q: Hi. What are your thoughts on the AT&T - Time Warner merger?

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Read Answer Asked by Mario on June 13, 2018

Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.

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Read Answer Asked by Ray on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $24.07)
  • $24.07 P/E (TTM): 7.98X Cap: $172.34B
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Q: at&t are paying 6 pct dividends .do I get dividend tax credit on US companies. thank you. mike miller

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Read Answer Asked by mike on June 13, 2018

• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.16B
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Q: hi Folks can I have your comments on the sale of assets announced today.
In your opinion does this type of sale bode well the co?
Kind regards
Stan

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Read Answer Asked by Stan on June 13, 2018

• Air Products and Chemicals Inc. (APD $242.25)
  • $242.25 Cap: $54.53B
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• P10 Inc. Class A (PX $10.18)
  • $10.18 P/E (TTM): 74.96X Cap: $1.12B
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Q: do you have any helium related stocks that could be worth watching?

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Read Answer Asked by jim on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you see any news fro the abrupt sell off this am - hit $50. and then dropped like a rock. ThanksRod

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Read Answer Asked by Rodney on June 13, 2018