Investment Q&A

• Apple Inc. (AAPL $274.62)
  • $274.62 P/E (TTM): 37.28X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• NVIDIA Corporation (NVDA $189.86)
  • $189.86 P/E (TTM): 46.01X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA
• The Boeing Company (BA $244.71)
  • $244.71 Cap: $190.86B
  • View BA Profile
  • View Questions on BA
• Edwards Lifesciences Corporation (EW $76.80)
  • $76.80 P/E (TTM): 33.93X Cap: $44.56B
  • View EW Profile
  • View Questions on EW
• Constellation Brands Inc. (STZ $163.61)
  • $163.61 P/E (TTM): 23.78X Cap: $28.49B
  • View STZ Profile
  • View Questions on STZ
• Visa Inc. (V $325.58)
  • $325.58 P/E (TTM): 32.51X Cap: $635.30B
  • View V Profile
  • View Questions on V
• Tencent Holdings Ltd. ADR (TCEHY $71.80)
  • $71.80 P/E (TTM): 29.41X Cap: $669.24B
  • View TCEHY Profile
  • View Questions on TCEHY

Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

Upvote 0

Read Answer Asked by Jerry on June 14, 2018

• Adobe Inc. (ADBE $266.90)
  • $266.90 P/E (TTM): 16.36X Cap: $110.16B
  • View ADBE Profile
  • View Questions on ADBE

Q: Hello, What are your thoughts on Adobe as a long term hold? If would rather own some thing else in the US which shows a lot of promise in the long run what would it be? Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on June 14, 2018

• Dominion Lending Centers Inc Com (FCF)
  • P/E (TTM): -105.7X Cap: $119M
  • View FCF Profile
  • View Questions on FCF

Q: any current thoughts about FCF. Seems to be weakening lately. Thanks

Upvote 0

Read Answer Asked by george on June 14, 2018

• Mason Resources Inc. (LLG $0.09)
  • $0.09 P/E (TTM): 0.75X Cap: $14M
  • View LLG Profile
  • View Questions on LLG

Q: Hello team,

What is the issue with LLG? Is this still a viable speculative investment or is it time to move on?

Thanks for making investing possible for us all!

Upvote 0

Read Answer Asked by Saeed on June 14, 2018

• Synergy Pharmaceuticals Inc. (SGYP)
  • View SGYP Profile
  • View Questions on SGYP

Q: Could you update your view on SGYP
Thank you

Upvote 0

Read Answer Asked by Tova on June 14, 2018

• Covalon Technologies Ltd. (COV $1.67)
  • $1.67 P/E (TTM): 22.71X Cap: $45M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Red Hat Inc. (RHT $187.71)
  • View RHT Profile
  • View Questions on RHT

Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks

Upvote 0

Read Answer Asked by david on June 14, 2018

• Canopy Growth Corporation (WEED $1.50)
  • $1.50 Cap: $552M
  • View WEED Profile
  • View Questions on WEED

Q: I would like your thoughts about WEED and if it is worth buying again. FYI I originally had it at $2.80 and have made a lot of money on it, but am concerned that it has a 7 Billion market cap with small revenue and could be vastly overpriced at these levels. Is it a buy or sell. Thanks in advance.

Upvote 0

Read Answer Asked by David on June 14, 2018

Q: With regard to Jim's question about helium-related companies, there is also DME (Desert Mountain Energy, after a recent name change from African Queen Mines) on the Venture Exchange. It also definitely falls into the extremely small and risky category. Market cap $5 million. Who knew that you "mined" helium? It also has a tiny O&G presence in Oklahoma and some gold interests in BC.

Upvote 0

Read Answer Asked by David on June 14, 2018

• DocuSign Inc. (DOCU $47.59)
  • $47.59 P/E (TTM): 32.96X Cap: $9.52B
  • View DOCU Profile
  • View Questions on DOCU

Q: I have 5 stocks. I would like you to rank them for growth over the next twelve months. They are DOCU, OKTA, AMOT, FNKO and TTD. Thank you, Dennis

Upvote 0

Read Answer Asked by Dennis on June 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

Upvote 0

Read Answer Asked by Rodney on June 14, 2018

• Dollarama Inc. (DOL $190.70)
  • $190.70 P/E (TTM): 40.82X Cap: $52.21B
  • View DOL Profile
  • View Questions on DOL

Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $27.11)
  • $27.11 P/E (TTM): 8.81X Cap: $192.19B
  • View T Profile
  • View Questions on T

Q: Your thoughts on the court ruling in favour of AT&T's acquisition of Time Warner please. With the price drop today it yields 6% with a P/E of 7. Seems attractive. Can you offer any insight as to why the markets hold it so out of favour?

Upvote 0

Read Answer Asked by Marco on June 13, 2018

• AT&T Inc. (T $27.11)
  • $27.11 P/E (TTM): 8.81X Cap: $192.19B
  • View T Profile
  • View Questions on T
• Time Warner Inc. (TWX $98.77)
  • View TWX Profile
  • View Questions on TWX

Q: Hi. What are your thoughts on the AT&T - Time Warner merger?

Upvote 0

Read Answer Asked by Mario on June 13, 2018

Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.

Upvote 0

Read Answer Asked by Ray on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $27.11)
  • $27.11 P/E (TTM): 8.81X Cap: $192.19B
  • View T Profile
  • View Questions on T

Q: at&t are paying 6 pct dividends .do I get dividend tax credit on US companies. thank you. mike miller

Upvote 0

Read Answer Asked by mike on June 13, 2018

• AltaGas Ltd. (ALA $42.19)
  • $42.19 P/E (TTM): 16.75X Cap: $12.64B
  • View ALA Profile
  • View Questions on ALA

Q: hi Folks can I have your comments on the sale of assets announced today.
In your opinion does this type of sale bode well the co?
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on June 13, 2018

• Air Products and Chemicals Inc. (APD $286.37)
  • $286.37 Cap: $63.76B
  • View APD Profile
  • View Questions on APD
• P10 Inc. Class A (PX $10.45)
  • $10.45 P/E (TTM): 74.45X Cap: $1.15B
  • View PX Profile
  • View Questions on PX

Q: do you have any helium related stocks that could be worth watching?

Upvote 0

Read Answer Asked by jim on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Do you see any news fro the abrupt sell off this am - hit $50. and then dropped like a rock. ThanksRod

Upvote 0

Read Answer Asked by Rodney on June 13, 2018

• Endeavour Silver Corp. (EDR $16.53)
  • $16.53 Cap: $4.86B
  • View EDR Profile
  • View Questions on EDR

Q: Good Morning,

Would you have any reason for the recent surge in this stock the last couple of days?

Thanks

Upvote 0

Read Answer Asked by rick on June 13, 2018