Investment Q&A

• Apollo Global Management Inc. (APO $123.45)
  • $123.45 P/E (TTM): 23.18X Cap: $71.43B
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Q: Greetings 5i,

What are your thoughts on Apollo Global mgt? I've done quite well with it up 28% now since buying earlier this year. About 5% of my portfolio now.

Cheers!

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Read Answer Asked by Duane on August 03, 2017

• Surge Energy Inc. (SGY $6.56)
  • $6.56 P/E (TTM): 14.7X Cap: $660M
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Q: Hi 5i - can you please comment on Surge Energy's quarterly report? Thanks, Neil

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Read Answer Asked by Neil on August 03, 2017

• Altus Group Limited (AIF $56.78)
  • $56.78 P/E (TTM): 6.72X Cap: $2.48B
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Q: Can u please comment on recent earnings and do u feel this is a good entry point? Thx

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Read Answer Asked by Patrick on August 03, 2017

• Miscellaneous (MISC)
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Q: can you refer to a few hedge funds or managers that generally produce excellent results year over year?
i like dkam but they are closed for new investments.

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Read Answer Asked by Gary on August 03, 2017

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $205.85)
  • $205.85 P/E (TTM): 12.68X Cap: $1.46B
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Q: Reason of recent weakness in the price. I want to add to my small cap name.
Thanks

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Read Answer Asked by Piyush on August 03, 2017

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
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Q: Can I get your opinion on Air Canada?

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Read Answer Asked by Scott on August 03, 2017

• CI Investment Grade Bond ETF (FIG $9.64)
  • $9.64 Cap: $153M
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Q: Do you have any thoughts on this ETF?

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Read Answer Asked by Gregory on August 03, 2017

• Cineplex Inc. (CGX $12.45)
  • $12.45 Cap: $793M
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Q: Once again, 5i proves prescient. I'm not sure what you got for your CGX shares but I sold when you did at $51.50. At today's value ($45.10) I saved over 12%. Thanks guys!

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Read Answer Asked by Fred on August 03, 2017

• Vanguard Total International Stock (VXUS $74.81)
  • $74.81 P/E (TTM): 0.75X Cap: $83.35B
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Q: Please recommend some USD non-US global ETF options for large cap dividend payers. I would appreciate pros/cons of any recommendations from your perspective. Please deduct the appropriate number of credits.

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Read Answer Asked by Joel on August 03, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi Peter and Team,
Can you please comment on earning, outlook and valuation of CRH. Is it a good name to buy this stock at these levels
Thanks

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Read Answer Asked by Victor on August 03, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: Could you please give your opinion on Oclaro? Do you like their results released today, and would you continue to hold?
Many thanks.

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Read Answer Asked by Mary on August 03, 2017

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.30B
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Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks

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Read Answer Asked by Piyush on August 03, 2017

• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 148.97X Cap: $428.96B
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Q: Hello,

What are your thoughts on AMD after their most recent earnings report.

Also, how much should exchange between the Canadian and US dollar factor into trade decisions.

Thanks,
Nick

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Read Answer Asked by Nicholas on August 03, 2017

• Hydrogenics Corporation (HYG $19.59)
  • $19.59 P/E (TTM): 12.31X Cap: $2.77B
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Q: I would appreciate your updated opinion of HYG-T.

Thanks
Jon

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Read Answer Asked by Jon on August 03, 2017

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.

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Read Answer Asked by Kim on August 03, 2017

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Cognex Corporation (CGNX $41.31)
  • $41.31 P/E (TTM): 65.68X Cap: $7.96B
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Q: Hello Peter,
I read your article on 'smaller' US stocks and have been keeping an eye and buying some of your recommendations.
Since then, CGNX has gone up quite a bit. With decent enough results this quarter it has zoomed. It was very expensive P/E multiple to begin with and now even more. But on the other hand, tech stocks are on fire and there is no indication of a slow down.
I am hesitating between CGNX and FLIR, which has also done well. Two different businesses. Where would you suggest I put the money? Or should I wait out the summer for a correction and maybe sector shifts?
Thank you in advance for your opinion.
Regards

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Read Answer Asked by Rajiv on August 03, 2017

• Miscellaneous (MISC)
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Q: Hi Team, Thanks for answering our non-stock related questions. Here's a link to share on T1135 form for those holding US
stocks.
http://www.mondaq.com/article.asp?articleid=614998&email_access=on&chk=2148090&q=1533092

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Read Answer Asked by Victoria Y on August 03, 2017

• Cineplex Inc. (CGX $12.45)
  • $12.45 Cap: $793M
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Q: Now that we have all the bad news out of the way, can a case be made for holding Cineplex for the longterm, ignoring the current price fluctuation? I had a "stink bid" placed ahead of earnings announcement and I never thought it would hit. At first I felt extremely fortunate. Now I'm reading all of the doomsday articles on Cineplex's future.

So we all know that Cineplex has to, and is diversifying to other avenues other than just movie theaters.

Questions:
Can the company diversify fast enough?
Can the company sustain the (hopefully growing) dividend?
Are you comfortable with their balance sheet?
Is a 3% holding too much for a longterm dividend growth investor who rarely sells?
Thanks.

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Read Answer Asked by James on August 03, 2017

• AXT Inc (AXTI $7.32)
  • $7.32 Cap: $326M
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Q: Hi, can you give me your take on the above, its a US company and apparently just a great quarter.

Thank you..
Anthony

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Read Answer Asked by Anthony on August 03, 2017

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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Q: Can you comment on Whitecaps earnings?

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Read Answer Asked by Adam on August 03, 2017