Investment Q&A

• Suncor Energy Inc. (SU $53.44)
  • $53.44 P/E (TTM): 10.92X Cap: $66.17B
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• Gildan Activewear Inc. (GIL $71.30)
  • $71.30 P/E (TTM): 20.48X Cap: $10.98B
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Q: Hello 5i,

I only have enough cash for one position. Which of SU or GIL would you pick up first?

Or would you wait for the dust to settle. I will be purchasing both eventually once I dispose of other holdings.

In order of preference please.

Thanks,

KC

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Read Answer Asked by Kelly on May 03, 2019

• Alphabet Inc. (GOOG $197.60)
  • $197.60 P/E (TTM): 21.8X Cap: $2.38T
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• STEP Energy Services Ltd. (STEP $4.38)
  • $4.38 Cap: $315M
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Q: STEP has gone down substantially hold,buy or sell?
GOOG is it a good buy?
I am burnt in both

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Read Answer Asked by Nizar on May 03, 2019

• Fortis Inc. (FTS $69.08)
  • $69.08 P/E (TTM): 20.98X Cap: $34.76B
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Q: Could you share your thoughts on Earnings Report. Adjusted earnings +5.7% and debt repayment looked positive. Now a 99% regulated utility, is this a good thing in your opinion?

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Read Answer Asked by Ted on May 03, 2019

• Garmin Ltd. (Switzerland) (GRMN $229.25)
  • $229.25 P/E (TTM): 30.07X Cap: $44.28B
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Q: Hello Peter,
Could you give your opinion on Garmin. It is taking a hit today. The stock is a bit expensive. The quarterly results were marginally better and the company maintained its guidance. However the stock has been in a decline past few weeks. Is it time to cash in the profits?

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Read Answer Asked by Rajiv on May 03, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $216.11)
  • $216.11 P/E (TTM): 55.24X Cap: $10.82B
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• MEG Energy Corp. (MEG $26.00)
  • $26.00 P/E (TTM): 5.85X Cap: $6.67B
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• Kelt Exploration Ltd. (KEL $6.70)
  • $6.70 P/E (TTM): 27.92X Cap: $1.36B
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Q: Hi group appreciate your comments on energy I recently bought Kelt + Meg (ahead of earnings) both stocks almost instantly dropped 10% +> what's you thoughts on these two buy sell or hold (earnings just starting on energy companies and they are expected to be positive for most part. Also comment on on Cigi the quarterly results were not well received and the stock has been hit accordingly- sell or continue to hold - deduct credits accordingly and thanks for your help

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Read Answer Asked by Terence on May 03, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.09)
  • $43.09 P/E (TTM): 62.77X Cap: $7.17B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.80)
  • $11.80 P/E (TTM): 27.37X Cap: $3.48B
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Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree

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Read Answer Asked by Desiree on May 03, 2019

• Intuitive Surgical Inc. (ISRG $470.99)
  • $470.99 P/E (TTM): 69.84X Cap: $169.93B
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• ResMed Inc. (RMD $280.90)
  • $280.90 P/E (TTM): 32.02X Cap: $41.13B
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Q: Hello, your thoughts on these companies going forward?

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Read Answer Asked by deon on May 03, 2019

• Whitecap Resources Inc. (WCP $10.21)
  • $10.21 P/E (TTM): 7.03X Cap: $5.99B
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Q: Peter; Your thoughts on the WCP earnings- would you add to a position? Thanks. Rod

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Read Answer Asked by Rodney on May 03, 2019

• North American Construction Group Ltd. (NOA $22.13)
  • $22.13 P/E (TTM): 15.52X Cap: $580M
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Q: North American Construction Group (NOA.TO) advised that its Q1 profit fell by 35% on higher expenses and depreciation while revenue rose 63% to $186.4 million Net income fell to $7.18 million, or $0.25 per share, compared to a profit of $11.13 million, or $0.36, in the first quarter of 2018. Adjusted earnings per share dropped to $0.52 from $0.55.

How would you rate the results as the oil sands are a key component of its success?

Thank you for your insight.

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Read Answer Asked by Martin on May 03, 2019

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Good morning, Peter, Ryan & Co.
With only Canadian stocks in my portfolio I am looking to make an investment in a couple of ETsF. Would you please recommend an ETFs that would start to diversify my holdings?
Also, what can I do with any MAXR shares?
With appreciation,
Ed

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Read Answer Asked by Ed on May 03, 2019

• Methanex Corporation (MX $45.45)
  • $45.45 P/E (TTM): 11.35X Cap: $3.09B
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Q: MX down sharply today. Something wrong or buying opportunity?

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Read Answer Asked by David on May 02, 2019

• goeasy Ltd. (GSY $200.13)
  • $200.13 P/E (TTM): 12.26X Cap: $3.06B
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Q: Thinking of buying gsy before E next wed.or would u wait till after or partial now.
tnx u

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Read Answer Asked by tom on May 02, 2019

• Amazon.com Inc. (AMZN $224.67)
  • $224.67 P/E (TTM): 34.81X Cap: $2.37T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.34)
  • $214.34 P/E (TTM): 104.82X Cap: $276.10B
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Q: What makes Shopify , 3 yr. gain 800%, 1 yr gain 75%, Amazon 3 yr. gain 180%, 1 yr gain 20%. Is the market telling us that Shop is a more valuable co. than Amazon? I just don't see how you can you can compare the two, at this growth Shop will be larger than Amazon in 3 yrs.

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Read Answer Asked by eugene on May 02, 2019

Q: With the crazy opening for Beyond Meat BYND on this IPO what would be the maximum price you would buy at? I am thinking long term due to trends in this industry picking up steam.

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Read Answer Asked by Kolbi on May 02, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• NFI Group Inc. (NFI $18.04)
  • $18.04 Cap: $2.14B
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Q: What do you think the growth potential is for New Flyer going forward 1 year as it has dropped by almost 50% from May 2018. Would also appreciate your comments regarding West Fraser Timber as I have a small investment in the company.
Thank you.

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Read Answer Asked by Don on May 02, 2019

• Vermilion Energy Inc. (VET $10.80)
  • $10.80 Cap: $1.67B
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Q: Is the drop of vet only a manifestation of lower oil price ?
Thanks.
gaston.

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Read Answer Asked by Gaston on May 02, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Good Morning,

Would you have any interest in buying RHT at these levels now for a TFSA? Completely understand the risks at this point.

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Read Answer Asked by Darby on May 02, 2019

• Parkland Corporation (PKI $38.20)
  • $38.20 P/E (TTM): 35.26X Cap: $6.69B
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Q: After an initial bump this morning, Parkland is about at yesterday's close. Q1 seemed very good on several metrics. Do you think investors are concerned about the revenue miss?

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Read Answer Asked by sandy on May 02, 2019

• Open Text Corporation (OTEX $39.30)
  • $39.30 P/E (TTM): 11.77X Cap: $10.57B
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Q: i think their earnings announcement was quite good, would you add to a position .
relative to kinaxis and some other tech companies i think it is quite cheap. do you agree. dave

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Read Answer Asked by david on May 02, 2019

• Miscellaneous (MISC)
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Q: Would you please give me an assessment of Robo advisors -in particular ,Wealthsimple.

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Read Answer Asked by M Anne on May 02, 2019