Investment Q&A

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $67M
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• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $4,732.70)
  • $4,732.70 P/E (TTM): 98.53X Cap: $99.98B
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• WSP Global Inc. (WSP $284.71)
  • $284.71 P/E (TTM): 51.42X Cap: $36.74B
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• Kinaxis Inc. (KXS $206.65)
  • $206.65 P/E (TTM): 437.0X Cap: $5.71B
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• Savaria Corporation (SIS $20.12)
  • $20.12 P/E (TTM): 28.75X Cap: $1.41B
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Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you

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Read Answer Asked by Fernando on February 19, 2019

• Vermilion Energy Inc. (VET $10.92)
  • $10.92 Cap: $1.69B
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Q: What are the estimates for the upcoming quarter, previous record of beats vs miss? Any other thoughts in general on current investment thesis please?

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Read Answer Asked by Charles on February 19, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Good morning,
News on RHT? Do they report at the end of the month?

KC

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Read Answer Asked by Kelly on February 19, 2019

• Dollarama Inc. (DOL $191.70)
  • $191.70 P/E (TTM): 43.3X Cap: $52.58B
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Q: Hi 5i,

Latest commentary on Dol, please.

Many thanks,

KC

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Read Answer Asked by Kelly on February 19, 2019

Q: This may be of interest to some members:
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production

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Read Answer Asked by Ronald on February 19, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.62)
  • $44.62 P/E (TTM): 78.96X Cap: $21.71B
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Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J

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Read Answer Asked by Jeremy on February 19, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• Atlassian Corporation (TEAM $185.46)
  • $185.46 Cap: $48.74B
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• Veeva Systems Inc. Class A (VEEV $284.12)
  • $284.12 P/E (TTM): 59.73X Cap: $46.61B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Chegg Inc. (CHGG $1.29)
  • $1.29 Cap: $148M
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• Ciena Corporation (CIEN $91.50)
  • $91.50 P/E (TTM): 123.1X Cap: $13.10B
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Q: Hi Peter,

I'd like your opinion of these US stocks based on the data available to you.

Could you name three other high-growth US stocks that pique your interest at current levels?

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Read Answer Asked by David on February 19, 2019

• Vermilion Energy Inc. (VET $10.92)
  • $10.92 Cap: $1.69B
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Q: Good day,

Looking at VET as my play in the oil sector. Sold WCP long ago and was about to re-buy when it was removed from the folio. Don't like SU. Just my thing. Any issues with this substitution, other than you may be right, again!

Comments?

KC

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Read Answer Asked by Kelly on February 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO $70.31)
  • $70.31 Cap: $4.97B
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Q: Hello learned friends,

Looking at dipping a toe with Doo. Any concerns at this point in time, or would it be prudent to wait on some positive momentum. Just some extra coins banging around that need a place to settle into. Am open to any suggestions if this doesn't float your boat!

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Read Answer Asked by Kelly on February 19, 2019

• Tahoe Resources Inc. (THO $4.95)
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• Pan American Silver Corp. (PAAS $40.11)
  • $40.11 P/E (TTM): 31.28X Cap: $13.58B
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Q: 5i, Is the merging of these two companies good for someone currently holding THO?, PAAS will pay $3.40 per share for THO stock, and THO today is around $5.00.
thanks

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Read Answer Asked by Fernando on February 19, 2019

• StoneCo Ltd. (STNE $12.93)
  • $12.93 Cap: $3.46B
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Q: What is your opinion on Stone Co. at this time for a full position? Thank you!

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Read Answer Asked by Paul on February 19, 2019

• Paycom Software Inc. (PAYC $224.76)
  • $224.76 P/E (TTM): 32.26X Cap: $13.25B
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Q: Hello 5i, PAYC has had quite a run of late. I have a small position and would like to add. Could I have your assessment of this company.
Thank you
Dave

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Read Answer Asked by Dave on February 19, 2019

• Ubiquiti Networks Inc. (UBNT)
  • P/E (TTM): 24.5X
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Q: Can I please get your opinion on this company?

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Read Answer Asked by Marco on February 19, 2019

• Enbridge Inc. (ENB $64.39)
  • $64.39 P/E (TTM): 23.56X Cap: $138.93B
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Q: I'm wondering whether Enbridge has run its course for the next while? Considering the unusually good day on the TSX, and Enbridge's decent earnings report, one would think ENB might have received a better response!

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Read Answer Asked by chris on February 15, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.19)
  • $18.19 Cap: $2.22B
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Q: If TSGI and NFI were to get reviewed with an updated 5i report today, would they still be rated A- ?
Thanks

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Read Answer Asked by Marco on February 15, 2019

• Zedcor Inc. (ZDC $3.98)
  • $3.98 P/E (TTM): 105.41X Cap: $405M
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Q: will this company continue to be around in the future when energy starts to roll again in Alberta?

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Read Answer Asked by jim on February 15, 2019

• Chemtrade Logistics Income Fund (CHE.UN $11.24)
  • $11.24 P/E (TTM): 12.36X Cap: $1.28B
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Q: Please enlighten as to what is happening with this stock and any recommendations as to buy sell hold

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Read Answer Asked by stan on February 15, 2019

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Market up a fair bit today, but CWX down over 5%. Any idea why? Thanks as always.

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Read Answer Asked by Thomas on February 15, 2019

• MTY Food Group Inc. (MTY $38.33)
  • $38.33 P/E (TTM): 23.99X Cap: $876M
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Q: Would you support starting a position in MTY after today’s dip?

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Read Answer Asked by Michael on February 15, 2019

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: IPL announced results yesterday: record revenue, 12% increase in net income, 10th consecutive annual dividend increase, 60% payout ratio, dividend of almost 8%. All great numbers, yet the stock is down 2% today while others like TRP and PPL are off to the races. Am I missing something?

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Read Answer Asked by Dennis on February 15, 2019