Investment Q&A

• Toronto-Dominion Bank (The) (TD $107.98)
  • $107.98 P/E (TTM): 9.03X Cap: $184.34B
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• Premium Brands Holdings Corporation (PBH $92.96)
  • $92.96 P/E (TTM): 44.95X Cap: $4.16B
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• Vanguard Dividend Appreciation FTF (VIG $215.75)
  • $215.75 P/E (TTM): 24.22X Cap: $92.34B
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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 $137.68)
  • $137.68 P/E (TTM): 60.43X Cap: $11.83B
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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 $137.68)
  • $137.68 P/E (TTM): 60.43X Cap: $11.83B
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• Keysight Technologies Inc. (KEYS $172.91)
  • $172.91 P/E (TTM): 40.3X Cap: $29.71B
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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 $16.70)
  • $16.70 P/E (TTM): 57.62X Cap: $870M
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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 $22.00)
  • $22.00 P/E (TTM): 14.46X Cap: $136M
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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 $51.40)
  • $51.40 P/E (TTM): 14.84X Cap: $380.71B
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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 $16.10)
  • $16.10 P/E (TTM): 7.14X Cap: $467M
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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 $315.01)
  • $315.01 P/E (TTM): 20.74X Cap: $12.72B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.60)
  • $45.60 P/E (TTM): 16.72X Cap: $665M
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• Vanguard Russell 2000 Index Fund (VTWO $96.93)
  • $96.93 P/E (TTM): 16.67X Cap: $12.59B
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Q: Is there a Russell 2000 ETF hedged to Can.$ 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 $130.32)
  • $130.32 P/E (TTM): 18.08X Cap: $81.34B
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• Methanex Corporation (MX $53.99)
  • $53.99 P/E (TTM): 11.69X Cap: $3.63B
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• Agnico Eagle Mines Limited (AEM $211.18)
  • $211.18 P/E (TTM): 31.44X Cap: $106.16B
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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 $32.74)
  • $32.74 P/E (TTM): 26.23X Cap: $4.74B
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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 $32.74)
  • $32.74 P/E (TTM): 26.23X Cap: $4.74B
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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 $6.23)
  • $6.23 Cap: $620M
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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 $88.10)
  • $88.10 Cap: $6.43B
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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 $7.66)
  • $7.66 P/E (TTM): 30.9X Cap: $1.72B
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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 $33.47)
  • $33.47 P/E (TTM): 13.54X Cap: $1.48B
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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 $12.00)
  • $12.00 P/E (TTM): 16.49X Cap: $137M
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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

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.60)
  • $39.60 P/E (TTM): 14.87X Cap: $1.02B
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• CI Canada Quality Dividend Growth Index ETF (DGRC $45.19)
  • $45.19 Cap: $956M
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Q: Would there be a better selection than CDZ with regards to an ETF that tracks the so called dividend aristocrats?
Thank you

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Read Answer Asked by steve on May 30, 2018