Investment Q&A

• Sangoma Technologies Corporation (STC $8.05)
  • $8.05 Cap: $271M
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• Theratechnologies Inc. (TH $4.45)
  • $4.45 Cap: $203M
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• Blackline Safety Corp. (BLN $6.25)
  • $6.25 Cap: $539M
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• Namsys Inc. (CTZ $1.57)
  • $1.57 P/E (TTM): 18.11X Cap: $43M
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• Viemed Healthcare Inc. (VMD $7.31)
  • $7.31 P/E (TTM): 24.3X Cap: $294M
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• Martello Technologies Group Inc. (MTLO $0.02)
  • $0.02 Cap: $5M
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Q: I'm looking to add one or more of these high growth, high risk stocks to my portfolio. How would you rank these companies?

Upvote 1

Read Answer Asked by Jamie on August 16, 2019

• StorageVault Canada Inc. (SVI $4.76)
  • $4.76 Cap: $1.71B
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Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian

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Read Answer Asked by Ian on August 16, 2019

Q: Your comment on results

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Read Answer Asked by Josh on August 16, 2019

• Franco-Nevada Corporation (FNV $246.95)
  • $246.95 P/E (TTM): 55.31X Cap: $47.20B
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• BMO Equal Weight Global Gold Index ETF (ZGD $174.46)
  • $174.46 P/E (TTM): 64.34X Cap: $146M
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Q: Hi Team,
I'm thinking of putting some money on gold and couldn't decide if I should put it on FNV or a gold etf (ZGD). Your thoughts on this would be much appreciated.
Cheers

Upvote 0

Read Answer Asked by Harry on August 16, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Any reason for the drop in A&W that you are aware of, or is it just profit taking?

Upvote 0

Read Answer Asked by David on August 16, 2019

• Sun Life Financial Inc. (SLF $79.81)
  • $79.81 P/E (TTM): 14.34X Cap: $45.11B
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Q: With interest rates moving lower why do you still remain so positive on SLF? Why is the stock superior to GWO?

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Read Answer Asked by Ian on August 16, 2019

• FirstService Corporation (FSV $274.61)
  • $274.61 P/E (TTM): 63.19X Cap: $12.23B
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Q: I saw Peter a couple of times recommending First service on TV. I purchased the stock in December/18 and sold it a couple of months ago. Would this be a good entry point to initiate a position? Would you favour First Service or CiGI at this point. Thank you for your help,

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Read Answer Asked by Marcela on August 16, 2019

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.36X Cap: $66M
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Q: would you buy a partial position today?

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Read Answer Asked by Danny-boy on August 16, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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• Nutrien Ltd. (NTR $78.45)
  • $78.45 P/E (TTM): 182.76X Cap: $37.65B
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Q: Can you recommend a mix of 5-10 good quality Canadian stocks that are not in your coverage list or portfolios. Sort of like possible replacements for all the stocks that were dropped in the last update.
Thanks again.

Upvote 0

Read Answer Asked by Derek on August 16, 2019

• NVIDIA Corporation (NVDA $181.23)
  • $181.23 P/E (TTM): 58.73X Cap: $4.46T
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Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..

Upvote 0

Read Answer Asked by El-ann on August 16, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?

Upvote 0

Read Answer Asked on August 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.27B
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Q: The share issue is being done at $35 while the stock is trading at close to $40. If one does not have access through broker dealers should you wait to purchase - seems like over paying for the stock - I thought It was more common for the market price to trade close to a new share issue price.

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Read Answer Asked by Aleem on August 16, 2019

• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 30.9X Cap: $1.50B
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Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 16, 2019

• Questor Technology Inc. (QST $0.45)
  • $0.45 Cap: $12M
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Q: Any reason for recent decline?Add to my 1%pos.(p/p $5.01) hold or sell?Txs for u usual great5 services & views

Upvote 0

Read Answer Asked by Peter on August 16, 2019

• Exchange Income Corporation (EIF $74.96)
  • $74.96 P/E (TTM): 27.66X Cap: $3.75B
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Q: Hi,

Any idea why the sudden drop in value ? Could it be related to the new rules regarding foreign ownership ?

thanks

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Read Answer Asked by Guy on August 16, 2019

• Miscellaneous (MISC)
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Q: This is in respect to your answer today to Thomas. I am not a tax expert either but here is a link to an article from Jason Heath "money sense" which clarify this situation. :

https://www.moneysense.ca/save/taxes/tax-joint-investment-account/

Upvote 0

Read Answer Asked by Saad on August 15, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.27B
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Q: Hi 5i
Considering the current price of secondary offering of lspd having been set at $35...how do you view the upcoming end of the insider share lockout period and it’s potential negative effect on share price sentiment?
I’m considering the potential combined impact of these two events.
Would you be buyers at this time? If so what price would you consider reasonable entry for 2 -3 year hold.
Thx

Upvote 0

Read Answer Asked by jim on August 15, 2019

• Miscellaneous (MISC)
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Q: Hi Peter
You may have knowledge of this issue. I want to join my and my wife's stocks from individual non-registered accounts into one joint non-registered account. Do you know if there is a deemed disposition in this case?
Thanks a lot.

Upvote 0

Read Answer Asked by TOM on August 15, 2019

• BMO MSCI Emerging Markets Index ETF (ZEM $24.97)
  • $24.97 P/E (TTM): 0.15X Cap: $1.56B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $33.37)
  • $33.37 P/E (TTM): 0.22X Cap: $2.45B
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Q: As a follow up to my last question re International ETF's, it looks like to me that XEC holds the international companies directly and ZEM holds 2 if not 3 US listed ETF's among some direct companies and thus would be less tax efficient, in a non registered account, as the US listed ETFs (holding the international names) would be subjected to two taxes.
I'm going by the chart put out by First asset that you referenced in a previous question on ETF Structure and tax implications.
Thanks again
Jeff

Upvote 0

Read Answer Asked by JEFF on August 15, 2019

• Canadian National Railway Company (CNR $129.23)
  • $129.23 P/E (TTM): 17.7X Cap: $80.69B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $206.75)
  • $206.75 P/E (TTM): 83.42X Cap: $267B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.62)
  • $15.62 P/E (TTM): 80.26X Cap: $1.52B
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Q: It’s this a good entry price for these three?

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Read Answer Asked by Sharon on August 15, 2019