Investment Q&A

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: I understand the CEO recently sold a fair amount of shares at approx. 8.00. While I am well versed in your usual response that there can be many reasons for such selling, just wondering if you see anything at all unusual with the company that may have been a motivation for the sale.
Thanks

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Read Answer Asked by Neil on May 31, 2018

• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.91B
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• Vanguard Dividend Appreciation FTF (VIG $206.00)
  • $206.00 P/E (TTM): 53.74X Cap: $90.49B
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Q: In my daughter's RESP I hold TD(39%)up 13%, PBH (39%)up 110%, GUD(17%) down 20% and 5% cash.
I still have 9 years to go before the first withdrawal.
I was thinking of diversifying TD and/or PBH. Which dividend ETF (with growth potential) would you recommend?

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Read Answer Asked by JR on May 31, 2018

• Descartes Systems Group Inc. (The) (DSG $148.35)
  • $148.35 P/E (TTM): 63.41X Cap: $12.36B
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Q: Hi there,
DSG has quietly reached all time highs. I am concerned that the stock is ahead of its growth profile and earnings. It has always been expensive but i have it showing at 88X current earnings. Your thoughts on this one?
Cheers

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Read Answer Asked by kelly on May 31, 2018

• Descartes Systems Group Inc. (The) (DSG $148.35)
  • $148.35 P/E (TTM): 63.41X Cap: $12.36B
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• Keysight Technologies Inc. (KEYS $161.32)
  • $161.32 P/E (TTM): 37.16X Cap: $27.83B
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Q: Could I please have your thoughts and analysis on these two companies recently announced earnings. Thank you.

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Read Answer Asked by Brian on May 31, 2018

• Guess? Inc. (GES $12.95)
  • $12.95 Cap: $681M
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Q: Peter and His Wonder Team
GES just released 1st Quarter Report. Considering this company is restructuring how would you rate this report.
Is it an improvement. Your thoughts please.

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Read Answer Asked by Ernest on May 31, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Currency Exchange International Corp. (CXI $20.00)
  • $20.00 P/E (TTM): 25.55X Cap: $125M
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Q: Peter and Team:

After a year or so I am sitting even on CXI. I have been pleased with the recent run, and was surprised to see it downgraded in your report. I hope this doesn't result in a significant share price drop as we have seen in the past (how does it feel to be a market mover).

Anyhow I was wondering what you would think about a move to GC. There has been a really good run as of late (I was looking @ $32) but hopefully this is just the start. Your article on CSU was great and helps put things in perspective.

Thanks for all you do

Phil

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Read Answer Asked by Phil on May 31, 2018

Q: Is there any point of keeping these.
Margita

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Read Answer Asked by Margita Elisabet on May 31, 2018

• Bank of America Corporation (BAC $45.56)
  • $45.56 P/E (TTM): 13.63X Cap: $339.60B
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Q: I have had this stock now for more than 6 months and it does not seem to go anywhere. I know that the exchange rate has not been favorable but still there seem to be no action. Do I keep it?
Margita

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Read Answer Asked by Margita Elisabet on May 31, 2018

• High Liner Foods Incorporated (HLF $16.60)
  • $16.60 P/E (TTM): 6.55X Cap: $499M
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Q: This was rated a B approximately a year ago. Since then there have been a lot of material changes and the stock is trading at an even lower share price. What is your outlook on this stock? is it a buy?

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Read Answer Asked by Terence on May 31, 2018

• iShares Russell 2000 Growth ETF (IWO $292.98)
  • $292.98 P/E (TTM): 4.55X Cap: $11.73B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $42.20)
  • $42.20 P/E (TTM): 59.02X Cap: $599M
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• Vanguard Russell 2000 Index Fund (VTWO $89.30)
  • $89.30 P/E (TTM): 31.56X Cap: $12.21B
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Q: Is there a Russell 2000 ETF hedged to Can.$ or one in Can$ ?If not,is there a close alternative?Thanks for u usual great services & views.

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Read Answer Asked by Peter on May 31, 2018

• Canadian National Railway Company (CNR $129.60)
  • $129.60 P/E (TTM): 17.64X Cap: $79.92B
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• Methanex Corporation (MX $46.31)
  • $46.31 P/E (TTM): 11.2X Cap: $3.07B
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• Agnico Eagle Mines Limited (AEM $185.42)
  • $185.42 P/E (TTM): 26.83X Cap: $86.83B
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Q: Hi,
I hold CNR for over 10 years and its percentage in my Canadian portfolio has grown to more than 10%, Is it time to take some profit and reallocate the proceed to resource sector that is currently under weighted in my portfolio?
Thanks,

Martin

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Read Answer Asked by Martin on May 31, 2018

• Box Inc. Class A (BOX $31.57)
  • $31.57 P/E (TTM): 24.49X Cap: $4.63B
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Q: Hello 5i,
May I have your take on Box earnings please?
Crystal ball aside, what are your price, earnings expectations within the next year?
Still a hold? Add more? 2% position currently.

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Read Answer Asked by Kat on May 31, 2018

• Box Inc. Class A (BOX $31.57)
  • $31.57 P/E (TTM): 24.49X Cap: $4.63B
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Q: Hi 5i team,
Interested in your thoughts on BOX's Q1/2019 results and guidance. Thinking of easing into a position and would appreciate your comments. Would this be good timing? Thanks,
Martha

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Read Answer Asked by Martha on May 31, 2018

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

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Read Answer Asked by Serge on May 31, 2018

• BRP Inc. Subordinate Voting Shares (DOO $70.13)
  • $70.13 Cap: $4.97B
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Q: What is the Q1 consensus for revenue, ebitda and normalized diluted eps please.

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Read Answer Asked by sandy on May 31, 2018

• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.60B
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Q: Superior announced today a bought deal offering shares at 5% discount, the deal is to buy NGL Energy partner in the US, the deal is 400 million.
Do you think it worth it to participate on this deal?

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Read Answer Asked by OSCAR on May 30, 2018

• Laurentian Bank of Canada (LB $30.53)
  • $30.53 P/E (TTM): 13.38X Cap: $1.34B
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Q: What is your gut feeling about LB? It is down more than 5% today and over 8% for the week ahead of their reporting. Buy or Hold

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Read Answer Asked by S on May 30, 2018

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: I could not follow Ryan's answer to a question on RUF.UN. Could he please provide details on the Electra's proposal to RUF.UN?

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Read Answer Asked by George on May 30, 2018

• BioSyent Inc. (RX $11.45)
  • $11.45 P/E (TTM): 16.99X Cap: $128M
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Q: Can you comment on q1 results just released please. What do you think of the stock? Thanks again.

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Read Answer Asked by Scott on May 30, 2018

• Miscellaneous (MISC)
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Q: I know it’s not a focus of your research but do you have any opinion on taking a position in Banco Santander for long term hold?

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Read Answer Asked by Gary on May 30, 2018