Investment Q&A

• NFI Group Inc. (NFI $20.41)
  • $20.41 Cap: $2.42B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Would you buy NFI and OTEX at these level. 5 year + hold. Thanks

Upvote 0

Read Answer Asked by Pierre on May 10, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: How bad is the miss? Should one be concerned? Thanks.

Upvote 0

Read Answer Asked by Charles on May 10, 2018

• Bank of Nova Scotia (The) (BNS $104.89)
  • $104.89 P/E (TTM): 20.41X Cap: $129.27B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $32.72)
  • $32.72 P/E (TTM): 4.86X Cap: $30.78B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $71.32)
  • $71.32 P/E (TTM): 21.98X Cap: $155.64B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $96.08)
  • $96.08 P/E (TTM): 15.66X Cap: $53.22B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN $47.36)
  • $47.36 Cap: $32.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Methanex Corporation (MX $75.57)
  • $75.57 P/E (TTM): 47.05X Cap: $5.74B
  • View MX Profile
  • View Questions on MX
• CAE Inc. (CAE $35.92)
  • $35.92 P/E (TTM): 31.47X Cap: $11.55B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.75)
  • $80.75 P/E (TTM): 29.02X Cap: $39.28B
  • View TECK.B Profile
  • View Questions on TECK.B
• Celestica Inc. (CLS $547.52)
  • $547.52 P/E (TTM): 54.71X Cap: $62.94B
  • View CLS Profile
  • View Questions on CLS
• Agnico Eagle Mines Limited (AEM $295.48)
  • $295.48 P/E (TTM): 24.54X Cap: $148.03B
  • View AEM Profile
  • View Questions on AEM
• Magna International Inc. (MG $84.74)
  • $84.74 P/E (TTM): 20.34X Cap: $23.88B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

Upvote 0

Read Answer Asked by Willie on April 20, 2018

• Constellation Software Inc. (CSU $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Calian Group Ltd. (CGY $71.63)
  • $71.63 Cap: $829M
  • View CGY Profile
  • View Questions on CGY

Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks

Upvote 0

Read Answer Asked by Yvonne on April 18, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Stella-Jones Inc. (SJ $83.31)
  • $83.31 P/E (TTM): 13.77X Cap: $4.54B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Premium Brands Holdings Corporation (PBH $84.69)
  • $84.69 P/E (TTM): 58.12X Cap: $4.45B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $29.09)
  • $29.09 P/E (TTM): 30.07X Cap: $6.63B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $32.13)
  • $32.13 P/E (TTM): 2.37X Cap: $533M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

Upvote 0

Read Answer Asked by David on April 06, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: I note a recent article in the Globe to the effect that the OTEX CEO sold nearly 40% f his holdings and 3 other executives also reduced considerably. Any reason for this or cause for concern?? Than ks Jim.

Upvote 0

Read Answer Asked by jim on March 19, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $105.07)
  • $105.07 P/E (TTM): 14.0X Cap: $22.43B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.84)
  • $54.84 P/E (TTM): 18.19X Cap: $28.64B
  • View XIC Profile
  • View Questions on XIC

Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.

Upvote 0

Read Answer Asked by Lois on March 05, 2018

• BCE Inc. (BCE $32.72)
  • $32.72 P/E (TTM): 4.86X Cap: $30.78B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $71.32)
  • $71.32 P/E (TTM): 21.98X Cap: $155.64B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $52.67)
  • $52.67 P/E (TTM): 17.5X Cap: $88.31B
  • View MFC Profile
  • View Questions on MFC
• Fortis Inc. (FTS $76.96)
  • $76.96 P/E (TTM): 22.33X Cap: $39.18B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $47.36)
  • $47.36 Cap: $32.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Emera Incorporated (EMA $71.01)
  • $71.01 P/E (TTM): 20.8X Cap: $22B
  • View EMA Profile
  • View Questions on EMA
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi 5i,
I have a pretty balanced RRSP with these stocks and FUND. I am only up with the FUND and BEP.UN. I have about $10, 000 to add to the mix. Should I buy in to any of the losing stocks, add a new one or wait and see . Possibly ranking the "losers" might help me.
Many thanks. I enjoy the Q & A daily.
Great coverage.
Cheers
Paul

Upvote 0

Read Answer Asked by Paul on March 02, 2018

• Constellation Software Inc. (CSU $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: What would be your preference between these two stocks? I own neither. With Thanks, Bill

Upvote 0

Read Answer Asked by William J on February 26, 2018

• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Of the three stocks mentioned above, which two would you choose and would you have a specific entry point, or go ahead now to purchase?

Upvote 0

Read Answer Asked by Wendy on February 21, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Any cause for concern about the massive insider selling at OTEX? It seems insiders are selling every rally, and I don't think it can be attributed to rebalancing (as in KXS case), since the share price has been relatively flat over the last year.

Upvote 0

Read Answer Asked by Daniel on February 20, 2018

• Sun Life Financial Inc. (SLF $96.08)
  • $96.08 P/E (TTM): 15.66X Cap: $53.22B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.51)
  • $86.51 P/E (TTM): 19.73X Cap: $15.06B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $230.19)
  • $230.19 P/E (TTM): 30.73X Cap: $31.03B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stella-Jones Inc. (SJ $83.31)
  • $83.31 P/E (TTM): 13.77X Cap: $4.54B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim

Upvote 0

Read Answer Asked by William on February 15, 2018

• Descartes Systems Group Inc. (The) (DSG $105.00)
  • $105.00 P/E (TTM): 44.73X Cap: $9.03B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: I would like to buy one of the above companies. DSG's share price is expected to go up nicely in the next year, but it does not appear to have the push the other two have. What would you recommend?

Upvote 0

Read Answer Asked by Bruce on February 08, 2018

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $91M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Constellation Software Inc. (CSU $2,663.43)
  • $2,663.43 P/E (TTM): 78.39X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi 5i team,

I currently owned these technology stocks: Shopify, CGI, Kinaxis. I am looking to add Opentext, CSU, or Sylogist. Which two out of these three are your top picks for earnings growth, financial stability and capital gain? Thanks.

Upvote 0

Read Answer Asked by Willie on February 01, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Can you please comment on the earnings for $OTEX. Thanks Valter

Upvote 0

Read Answer Asked by Valter on January 31, 2018

• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: I have a small position in otex and I am considering selling for a position in kxs. What is your outlook for each of these stocks for 3 to 5 years? What might be specific risks for each of these companies? What is their financial health and insider ownership? Thanx.

Upvote 0

Read Answer Asked by Steve on January 30, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Do you have any projections on what is expected with OTEX when they report tomorrow
Thank You

Upvote 0

Read Answer Asked by Peter on January 30, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!

Upvote 0

Read Answer Asked by Kim on January 25, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Kinaxis Inc. (KXS $147.33)
  • $147.33 P/E (TTM): 43.36X Cap: $4.07B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
  • $184.53 P/E (TTM): 139.45X Cap: $240.64B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.

Upvote 0

Read Answer Asked by Kim on January 25, 2018

• Open Text Corporation (OTEX $31.89)
  • $31.89 P/E (TTM): 13.67X Cap: $7.99B
  • View OTEX Profile
  • View Questions on OTEX

Q: Is Open Text a good investment for my TFSA?

Upvote 0

Read Answer Asked by john on January 25, 2018