Investment Q&A

• Dollarama Inc. (DOL $185.75)
  • $185.75 P/E (TTM): 42.75X Cap: $51.91B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.79)
  • $80.79 P/E (TTM): 17.33X Cap: $14.08B
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• Descartes Systems Group Inc. (The) (DSG $135.80)
  • $135.80 P/E (TTM): 60.03X Cap: $11.64B
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Q: Which one would you pick today?

Thanks for all your support,
Mark

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Read Answer Asked by Mark on August 10, 2018

• Covalon Technologies Ltd. (COV $2.36)
  • $2.36 P/E (TTM): 30.0X Cap: $64M
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Q: What are you recommending to do with Covalon Technologies.? Will the Saudi problems affect this stock? It went down a lot to begin with, seems a little better today?
Thanks, Mary

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Read Answer Asked by Mary on August 09, 2018

• Parkland Corporation (PKI $38.69)
  • $38.69 P/E (TTM): 22.99X Cap: $6.74B
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Q: With regard to Zack's comment about McCreath shorting PKI, the question should be read again. McCreath was shorting TFII at about $33 a few months ago, like I said.

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Read Answer Asked by james on August 09, 2018

• Constellation Software Inc. (CSU $4,568.78)
  • $4,568.78 P/E (TTM): 112.86X Cap: $96.42B
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Q: You recently made a comment about CSU taking a big hit? I wasn’t aware of this. When did this happen, how much did it decline and why? Is it still a buy?

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Read Answer Asked by Carla on August 09, 2018

• Parex Resources Inc. (PXT $17.81)
  • $17.81 P/E (TTM): 9.89X Cap: $1.73B
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Q: can you comment on there quarter?

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Read Answer Asked by matty on August 09, 2018

• Parkland Corporation (PKI $38.69)
  • $38.69 P/E (TTM): 22.99X Cap: $6.74B
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Q: Just to clarify a recent Q&A regarding Parkland that someone mentioned that they almost sold PKI because "Andrew McCreath was shorting it at about $33, except for your reassuring comments.". In his monthly update, McCreath mentions "Parkland has been among the fund's largest positions this year and remains a core holding." Believe it is still worth holding for further upside. Thought it would be helpful if there was any confusion. Of course, as you mentioned, fund managers can change their view at any time and one should not solely invest one managers bullish/bearish viewpoint.

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Read Answer Asked by Zach on August 09, 2018

• Enbridge Inc. (ENB $66.56)
  • $66.56 P/E (TTM): 23.36X Cap: $145.16B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Would you recommend consolidation of ENF holdings into ENB?
Greg

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Read Answer Asked by Greg on August 09, 2018

• Ag Growth International Inc. (AFN $40.89)
  • $40.89 Cap: $768M
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Q: Hi 5i,
I was thinking of buying some AFN. I was surprised to see it suddenly pop up today. Do you think it is a good long term buy for income and some growth?

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Read Answer Asked by Jane on August 09, 2018

• Hardwoods Distribution Inc. (HDI)
  • P/E (TTM): 3.2X Cap: $633M
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Q: Hi 5i,
Please comment on the latest Q and whether you would buy this stock today.
Thanks.
Terry

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Read Answer Asked by Terry on August 09, 2018

• Pizza Pizza Royalty Corp. (PZA $15.92)
  • $15.92 P/E (TTM): 22.86X Cap: $530M
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Q: What are your thoughts on PZA earnings? Do you think things look bad lnger term or is it a bad quarter/rough patch scenario? I am looking for stability and income and maybe a little growth from this particular holding. Thanks.

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Read Answer Asked by Alex on August 09, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.65)
  • $9.65 P/E (TTM): 14.91X Cap: $653M
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Q: Hello 5i Team
In an answer to Silvia on Aug 7th regarding RAY.A, you suggest holding in a non-registered account. Would you please explain why.
Thanks
Jocelyne

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Read Answer Asked by Jocelyne on August 09, 2018

Q: Please comment on quarterly earnings and ,if such a stock exists, if this should be in the forever hold category.

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Read Answer Asked by Geoffrey on August 09, 2018

• Parex Resources Inc. (PXT $17.81)
  • $17.81 P/E (TTM): 9.89X Cap: $1.73B
  • View PXT Profile
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Q: Hi there,

Just a follow up to me previous question: You suggested PXT as a good oil play that would be similar to that of KL in the gold space. It looks like it is down about 8% at the open this morning. Do you know why this is? And is this a good entry point?

Thank you!

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Read Answer Asked by Michael on August 09, 2018

• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 13.35X Cap: $71.37B
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Q: Pls comment on earnings and direction. Sell or stay the course ? Thanks.

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Read Answer Asked by Paul on August 09, 2018

• Illumina Inc. (ILMN $97.82)
  • $97.82 P/E (TTM): 12.85X Cap: $15.36B
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• Intuitive Surgical Inc. (ISRG $469.07)
  • $469.07 P/E (TTM): 65.92X Cap: $169.66B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Box Inc. Class A (BOX $32.20)
  • $32.20 P/E (TTM): 26.31X Cap: $4.72B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: I enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?

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Read Answer Asked by dan on August 09, 2018

• WSP Global Inc. (WSP $277.15)
  • $277.15 P/E (TTM): 45.51X Cap: $36.17B
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Q: Can you please comment on the earnings for $WSP.

Thanks Valter

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Read Answer Asked by Valter on August 09, 2018

• Vanguard Balanced ETF Portfolio (VBAL $35.30)
  • $35.30 P/E (TTM): 15.14X Cap: $3.78B
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• Vanguard Growth ETF Portfolio (VGRO $40.53)
  • $40.53 P/E (TTM): 0.01X Cap: $7.47B
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• Global X Balanced Asset Allocation ETF (HBAL $16.59)
  • $16.59 P/E (TTM): 27.96X Cap: $155M
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Q: 5i team: would you please advise on your opinion on these ETFs. Is it a good opportunity to buy into a new etf when the initial price is about 10$ or is this a misconception on value. In contrast to say vbal & vgro at the 25$ range? Also can you coment on mpcf . If it was a core holding what could compliment it as for diversity. Do all of the above have enough canadian exposure? Tks

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Read Answer Asked by Larry on August 09, 2018

• Amazon.com Inc. (AMZN $225.34)
  • $225.34 P/E (TTM): 34.91X Cap: $2.44T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.71)
  • $191.71 P/E (TTM): 79.12X Cap: $249.10B
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• Atlassian Corporation (TEAM $172.68)
  • $172.68 Cap: $46.63B
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• Spotify Technology S.A. (SPOT $689.62)
  • $689.62 Cap: $138.99B
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Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.

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Read Answer Asked by El-ann on August 09, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.07)
  • $5.07 P/E (TTM): 22.13X Cap: $220M
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Q: This one has gone sideways for a bit. When do they report and given the latest tuck in acquisitions, i would have thought they would have performer better over the summer. Your thoughts?

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Read Answer Asked by kelly on August 09, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: hello 5i:
I'm interested in PLC (should never lack for business), BUT I notice the company has a so-so record of meeting Operating Earnings, and a dismal record of meeting Operating Cash Flow projections. This doesn't inspire a lot of confidence in the company, and so provides me with a bit of a quandry. Can you comment? Do YOU think the company will be able to achieve or beat projections in the future, as they haven't in the past? Why?
Paul L

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Read Answer Asked by Paul on August 09, 2018