Investment Q&A

• Meta Platforms Inc. (META $718.58)
  • $718.58 P/E (TTM): 26.97X Cap: $1.84T
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• Alphabet Inc. (GOOGL $244.56)
  • $244.56 P/E (TTM): 26.02X Cap: $2.94T
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• Constellation Software Inc. (CSU $3,846.83)
  • $3,846.83 P/E (TTM): 93.02X Cap: $80.06B
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Q: Hi 5i
Would you please rank the above stocks for growth in the next 2 years.
Thanks

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Read Answer Asked by Fernando on September 26, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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• Delta 9 Cannabis Inc. (NINE)
  • P/E (TTM): 20.0X
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Q: Hi, I was wondering if I could get your thoughts on NINE. They are opening retail stores in Winnipeg on Oct 17 (they are one of the first companies authorized to do so in Manitoba), and there is a lot of buzz over this company here. But I know this industry is very overpriced, so I am hesitant to invest quite yet.

Thank you
Mike

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Read Answer Asked by Mike on September 26, 2018

Q: What would bee your top two picks for:

1. Canadian Banks?
2. Canadian Tech?
3. Canadian Healthcare?
4. Canadian Consumer?

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Read Answer Asked by Thomas on September 26, 2018

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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Q: Hello, I have owned this company for about a year. It has fallen by approximately 50%. Do you think there is any chance for a rebound in this stock?

Thank you Alan

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Read Answer Asked by Alan on September 26, 2018

• Celestica Inc. (CLS $347.90)
  • $347.90 P/E (TTM): 55.16X Cap: $39.39B
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Q: How do you explain the 10% loss over the last 2 weeks? Could you provide your opinion on the company?

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Read Answer Asked by jacques on September 26, 2018

• CareRx Corp Com (CHH)
  • Cap: $93M
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Q: Hi, I heard a positive report on this company suggesting it is starting to turn around. Do you agree.
Thank you Alan

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Read Answer Asked by Alan on September 26, 2018

• Sears Canada Inc. (SCC $0.62)
  • $0.62 Cap: $63M
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Q: Hi Peter, what is your thoughts on the latest news release about Sears US averting bankruptcy? It's predictable it will happen, consumer taste buds are different (i.e. online / amazon). But what about the management that we so value when investing in great companies? Shouldn't Eddie Lampert be questioned or lawsuit against him? For years he's depended on Sear's real estate value to save itself and hasn't his investment company taken away the value of Sears in the end, despite all the CEO turnovers for Sears. Shouldn't he be the one in the end to blame? Does he make any money after pouring so much money back in there each time? Bad management wouldn't you agree?

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Read Answer Asked by Michael on September 26, 2018

• DocuSign Inc. (DOCU $69.45)
  • $69.45 P/E (TTM): 61.76X Cap: $14.49B
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Q: DOCU has continued to drift lower since you last commented a few weeks ago. Do you see it forming a bottom and do you see this as a good entry point? Any change in your somewhat positive view of the company?

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Read Answer Asked on September 26, 2018

• CareRx Corp Com (CHH)
  • Cap: $93M
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Q: Has your opinion changed since your last comments in May when you said the company was too risky. It seems to have legs. Thanks, Bill

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Read Answer Asked by William J on September 26, 2018

• Constellation Software Inc. (CSU $3,846.83)
  • $3,846.83 P/E (TTM): 93.02X Cap: $80.06B
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• Open Text Corporation (OTEX $51.66)
  • $51.66 P/E (TTM): 23.0X Cap: $13.22B
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Q: Hi 5i team:
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre

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Read Answer Asked by Pierre on September 26, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: I noticed that RHT has yet to issue or report their June 30/18 annual report. This seems a longer period than normal at this time. How long do they have to issue this? thanks

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Read Answer Asked by george on September 26, 2018

Q: Hi 5i Team,
At the recent Toronto Money Show, David Rosenberg advised that the leading indicators he monitors are showing signs of an economic slowdown. He advised people to become defensive. My question is what does he mean by defensive and how does a retail buy and hold investor do this. Would it be possible to give examples of defensive sectors and stocks?

Thanks and regards,
Danny

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Read Answer Asked by Danny on September 26, 2018

• iShares Core S&P U.S. Total Market Index ETF (XUU $68.66)
  • $68.66 P/E (TTM): 26.53X Cap: $3.99B
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• Vanguard U.S. Total Market Index ETF (VUN $124.75)
  • $124.75 P/E (TTM): 26.28X Cap: $13.68B
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Q: Please correct me where I am wrong, but these two ETF's track the same index (un-hedged US total market), but in spite of XUU having a lower MER, VUN seems to be the more popular choice, as well as seems to have a higher amount of daily trading volume. Any idea why?

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Read Answer Asked by Jeff on September 26, 2018

• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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Q: What would your firm suggest as good US oil and gas stock?

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Read Answer Asked by Dennis on September 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $96.31)
  • $96.31 Cap: $5.19B
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Q: Do theses etf's ie HXT & HXS require the 1035 US tax form to be completed?
Thank you for your service

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Read Answer Asked by Ozzie on September 26, 2018

• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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Q: Would you buy rnx now as it has gone up alot.

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Read Answer Asked by don on September 26, 2018

• Dollarama Inc. (DOL $180.98)
  • $180.98 P/E (TTM): 40.65X Cap: $50.72B
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Q: Would you consider DOL a buy at this price?
Garry

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Read Answer Asked by garry on September 26, 2018

• Methanex Corporation (MX $55.47)
  • $55.47 P/E (TTM): 11.86X Cap: $3.72B
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Q: If this stock reflects generalized growth for the world economy what would you see as predictors of slowing and then timing to sell after a good run.
Thank you for your valuable insights

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Read Answer Asked by Peter on September 26, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Hi .... Further to your answer to Guy's question and as someone who is hurting big time with rht .... does your answer mean that there are no catalysts anticipated in the next year to lift this stock - other than an unanticipated piece of good news? No excellent fundamentals?

As 'they" say, hope is not a strategy.... so my impression is that if you were putting new money to work RHT would be way down your list of candidates?

Thanks for your help here. I hate to walk away from an investment but this looks like it is overdue to be dumped.

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Read Answer Asked by Donald on September 26, 2018

• Magna International Inc. (MG $65.89)
  • $65.89 P/E (TTM): 11.09X Cap: $18.57B
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Q: Any reason why MG is dropping today? Don't see any news on it.

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Read Answer Asked on September 26, 2018