Investment Q&A

• Constellation Software Inc. (CSU $2,324.32)
  • $2,324.32 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH $17.84)
  • $17.84 P/E (TTM): 13.33X Cap: $974M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.72B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: In an article d/d Jan 22,you stated that CSU & ENGH are your favourities.On Jan 23 on BNN your top picks were KXS,LSPD & CAE. Please rank your top 5 tech stocks starting with the best to buy today.Thanks for u usual great services & views. Peter,you were great on BNN on Jan 23

Upvote 0

Read Answer Asked by Peter on January 27, 2020

• Quarterhill Inc. (QTRH $0.95)
  • $0.95 Cap: $111M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: Quarterhill wins the Apple court case (again) and has been awarded $85.M
Can Apple appeal this judgement? This must be considered a substantial amount of money going into the QTRH coffers. What would you think this should do to the value of the company? It seemed someone knew about the award before qtrh halted the stock yesterday as the stock price jumped and
volume was over eight times the average.
ed in montreal

Upvote 0

Read Answer Asked by ed on January 27, 2020

• Fortis Inc. (FTS $73.99)
  • $73.99 P/E (TTM): 21.03X Cap: $37.39B
  • View FTS Profile
  • View Questions on FTS
• Algonquin Power & Utilities Corp. (AQN $8.99)
  • $8.99 Cap: $6.89B
  • View AQN Profile
  • View Questions on AQN

Q: Already own the above 2 utilities--would like to get 2 more.
What would you suggest?

Thanks

Upvote 0

Read Answer Asked by peter on January 27, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.14)
  • $53.14 P/E (TTM): 14.32X Cap: $25.14B
  • View XIC Profile
  • View Questions on XIC
• INVESCO QQQ Trust (QQQ $613.11)
  • $613.11 P/E (TTM): 30.22X Cap: $404.25B
  • View QQQ Profile
  • View Questions on QQQ
• SPDR Dow Jones Industrial Average ETF (DIA $501.33)
  • $501.33 P/E (TTM): 21.3X Cap: $44.11B
  • View DIA Profile
  • View Questions on DIA

Q: Hi,
Sorry I should of clarified my previous question. Can you suggest funds that follow the DOW, Nasdaq, S&P 500 and the TSX. Would also like a good gold fund or company. Thank you

Upvote 0

Read Answer Asked by Cory on January 27, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.72B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: The last report for LSPD was on June 3rd. When are you planning on completing another major review and updating the report?
Clayton

Upvote 0

Read Answer Asked by Clayton on January 27, 2020

Q: What are the implications of holding Canadian companies, e.g. banks, on US exchanges in registered & non-registered accounts?

Upvote 0

Read Answer Asked by Joel on January 27, 2020

• Enbridge Inc. (ENB $69.95)
  • $69.95 P/E (TTM): 26.24X Cap: $152.58B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $73.99)
  • $73.99 P/E (TTM): 21.03X Cap: $37.39B
  • View FTS Profile
  • View Questions on FTS
• Empire Company Limited Non-Voting Class A Shares (EMP.A $48.41)
  • $48.41 P/E (TTM): 16.29X Cap: $11.01B
  • View EMP.A Profile
  • View Questions on EMP.A
• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR
• Exco Technologies Limited (XTC $7.53)
  • $7.53 Cap: $285M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC
• Firm Capital Mortgage Investment Corporation (FC $12.16)
  • $12.16 P/E (TTM): 11.84X Cap: $447M
  • View FC Profile
  • View Questions on FC
• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 109.24X Cap: $853M
  • View ECN Profile
  • View Questions on ECN
• Fiat Chrysler Automobiles N.V. (FCAU $15.23)
  • $15.23 P/E (TTM): 1.17X
  • View FCAU Profile
  • View Questions on FCAU
• Ferrari N.V. (RACE $382.96)
  • $382.96 Cap: $88.03B
  • View RACE Profile
  • View Questions on RACE

Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.

Upvote 0

Read Answer Asked by Harold on January 27, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am seeking to understand why it makes sense for an individual investor to limit the number of equities to about 30, when ETFs have well over 100. Due to age I am considering switching more to ETFs.

Thanks for your great service - much appreciated!!!
Cyril

Upvote 0

Read Answer Asked by Pat & Cyril on January 26, 2020

• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN
• iShares U.S. Aerospace & Defense ETF (ITA $230.95)
  • $230.95 P/E (TTM): 20.16X Cap: $14.93B
  • View ITA Profile
  • View Questions on ITA
• State Street SPDR S&P Aerospace & Defense ETF (XAR $266.87)
  • $266.87 P/E (TTM): 4.74X Cap: $5.80B
  • View XAR Profile
  • View Questions on XAR

Q: regarding the RTN/ITA question an option is the equal-weight SPDR ETF XAR...Boeing is about 4-5% weight

Upvote 0

Read Answer Asked by Michael on January 26, 2020

• Dollarama Inc. (DOL $188.89)
  • $188.89 P/E (TTM): 40.49X Cap: $51.71B
  • View DOL Profile
  • View Questions on DOL
• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
  • View ATD.A Profile
  • View Questions on ATD.A

Q: Which of these 2 stocks would you but for growth for a 3-5 year hold

Upvote 0

Read Answer Asked by Aleem on January 26, 2020

• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: hello team, it's quite clear that you like KXS and I am about to take a small position. However, recently an analyst at BNN raised concerns about KXS valuation, and going forward competing against SAP, a much larger and better known company around the world . . . Are these concerns justified?
Thanks ; Carlo

Upvote 0

Read Answer Asked by Carlo on January 26, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: It appears that the corona virus is continuing to affect the world markets...
I realize that it is still very early in the developing story but what kind of affect did previous health situations have on the U.S. and Canadian market place???
Ed in Montreal

Upvote 0

Read Answer Asked by ed on January 26, 2020

• Tesla Inc. (TSLA $428.27)
  • $428.27 P/E (TTM): 386.41X Cap: $1.60T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

Upvote 0

Read Answer Asked by Kim on January 26, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.14)
  • $53.14 P/E (TTM): 14.32X Cap: $25.14B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Canada All Cap Index ETF (VCN $67.59)
  • $67.59 P/E (TTM): 18.19X Cap: $13.96B
  • View VCN Profile
  • View Questions on VCN
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.04)
  • $106.04 Cap: $2.32B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $73.06)
  • $73.06 P/E (TTM): 25.07X Cap: $968M
  • View VGH Profile
  • View Questions on VGH

Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks

Upvote 0

Read Answer Asked by wilson on January 26, 2020

• Cipher Pharmaceuticals Inc. (CPH $14.22)
  • $14.22 P/E (TTM): 15.65X Cap: $366M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: CPH took it on the chin yesterday with Bauch Health pulling out of an agreement. Trying to find out the impact of this event to the company. Information seems to be hard to find.

Upvote 0

Read Answer Asked by David on January 24, 2020

Q: I am receiving some shares in Lantronix Inc. (LTRX) listed on the Nasdaq for the takeover of Intrinsyc Technologies. What is 5i's opinion of LTRX? The growth in revenues and adjusted earnings from Managment's guidance seems positive with inclusion of Intrinsyc.

Upvote 0

Read Answer Asked by Charles on January 24, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What's the reason behind the PKI sell off in the past few days? Any bad news?

Upvote 0

Read Answer Asked by Victor on January 24, 2020

• Temple Hotels Inc. (TPH $2.10)
  • View TPH Profile
  • View Questions on TPH

Q: Another loser in my RRSP thanks to lack of pipelines. Dump or hold on?

Upvote 0

Read Answer Asked by Jean on January 24, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.08)
  • $16.08 P/E (TTM): 67.33X Cap: $1.57B
  • View GOOS Profile
  • View Questions on GOOS

Q: RBC shows the short interest at almost 30%. Comments please?

Upvote 0

Read Answer Asked by Charles on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.41)
  • $19.41 P/E (TTM): 25.95X Cap: $2.04B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi 5I
Can you provide 3 or 4 recommendations to replace Toy with?

Thx,
Chris

Upvote 0

Read Answer Asked by Christopher on January 24, 2020