Investment Q&A

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Enghouse Systems Limited (ENGH $22.11)
  • $22.11 P/E (TTM): 15.87X Cap: $1.24B
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Q: Hello,
I already have a full position(5%) on CSU but I used to hold Engh and Amaya earlier. The latter two have done well after being removed from the portfolio. I dont hold any of Engh or TSGI. I am torn between adding to my position on CSU due to the high confidence or to Amaya or ENGH? Sorry for this difficult question. Thanks. Regards, Shyam

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Read Answer Asked by Shyam on May 03, 2018

• Exco Technologies Limited (XTC $6.53)
  • $6.53 P/E (TTM): 9.32X Cap: $247M
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Q: I am down over 30% in three different accounts on exco. Been holding for two years. I can wait for a recovery if you think there will be one. Can you tell me if the earnings and revenue reported tonight merit holding the stock for an eventual recovery. Nice dividend but???? Buy, sell, hold or buy more. Thanks.

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Read Answer Asked by Helen on May 03, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.17X Cap: $231M
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• Savaria Corporation (SIS $21.32)
  • $21.32 P/E (TTM): 30.25X Cap: $1.52B
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• Diamond Estates Wines & Spirits Inc. (DWS $0.17)
  • $0.17 Cap: $10M
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Q: Can you provide expectations for earnings and expected date release for following companies:
ADW.A
PHO
DWS
SIS

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Read Answer Asked by Jordan on May 03, 2018

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Given the delays they experienced in the previous quarter and the massive drop in the share price, do you see this as a good entry point for a position in Grande West Transportation? The risk/reward seems pretty appealing here to me?

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Read Answer Asked by Bob on May 03, 2018

• Gilead Sciences Inc. (GILD $120.47)
  • $120.47 P/E (TTM): 25.09X Cap: $149.47B
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• Pfizer Inc. (PFE $24.58)
  • $24.58 P/E (TTM): 17.81X Cap: $139.75B
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• Procter & Gamble Company (The) (PG $154.98)
  • $154.98 P/E (TTM): 24.37X Cap: $359.57B
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Q: Looking for a US stock with a good dividend. I'm 80 so a little volatility is okay. I'm willing to hold for 3 years. If you had to pick one of the three which one and why or do you have a better choice?
Thanks

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Read Answer Asked by Greg on May 03, 2018

• Royal Bank of Canada (RY $183.87)
  • $183.87 P/E (TTM): 19.72X Cap: $259.17B
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• Toronto-Dominion Bank (The) (TD $100.78)
  • $100.78 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.30)
  • $77.30 P/E (TTM): 16.15X Cap: $95.94B
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• Bank of Montreal (BMO $155.43)
  • $155.43 P/E (TTM): 13.76X Cap: $112.23B
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• Canadian Imperial Bank Of Commerce (CM $100.30)
  • $100.30 P/E (TTM): 12.45X Cap: $93.69B
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Q: I have recently inherited a portfolio of stocks heavily weighted towards the Canadian banks (RY, BNS, TD, BMO, NA, CM). About 30% of the portfolio is made up of these six banks and I am uncomfortable with the lack of diversity and high correlation.

Which two or three banks do you feel are the least attractive and therefore the best sell candidates?

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Read Answer Asked by Chris on May 03, 2018

• Spotify Technology S.A. (SPOT $689.23)
  • $689.23 Cap: $140.49B
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Q: I bought a little SPOT mid April, planning to buy more along the way.
However, it just keeps going up - now over $20 profit. Never bought
an IPO before.

Do you expect this stock to be a big winner? Is it worth the price?

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Read Answer Asked by claudette on May 03, 2018

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Spotify Technology S.A. (SPOT $689.23)
  • $689.23 Cap: $140.49B
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Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks

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Read Answer Asked by Lai Kuen on May 03, 2018

• Manulife Financial Corporation (MFC $41.19)
  • $41.19 P/E (TTM): 15.63X Cap: $70.97B
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Q: Why was Manulife down over 3% Wednesday prior to their earnings release? The Q1 numbers looked good to me which came out after the close. What’s your take? Thanks

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Read Answer Asked by Scott on May 03, 2018

• Knight Therapeutics Inc. (GUD $6.49)
  • $6.49 P/E (TTM): 62.67X Cap: $630M
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Q: I know that you've spoken about GUD perhaps buying Paladin from ENDP (Endo International). Since ENDP's stock price has fallen so much in the last few years, is it possible that GUD would just buy all of ENDP instead of just the Paladin division?

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Read Answer Asked by Mike on May 03, 2018

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: Please comment on earnings, thanks.

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Read Answer Asked by Joey on May 03, 2018

• Aurora Cannabis Inc. (ACB $7.18)
  • $7.18 P/E (TTM): 61.7X Cap: $403M
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Q: If Aurora does buy Medreleaf, it will surpass Canopy in size. Do you think this would become a good long term buy or are they stretching it a bit?
Thanks.

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Read Answer Asked by Steven on May 02, 2018

• Leaf Mobile Inc. (LEAF)
  • P/E (TTM): -6.3X Cap: $216M
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Q: Medreleaf is, apparently, in play and Aurora is reportedly interested. Can you speculate if there will be a premium to the present share price and, if so, approximately how much?
Thanks.

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Read Answer Asked by Steven on May 02, 2018

• Miscellaneous (MISC)
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Q: Hello team,

A quick question regarding tax losses: I sell a stock at a gain and then buy the same stock say the next day. At the end of the year, I pay taxes on the gain. Then I sell the same stock in the next year at a loss. Can I claim a tax loss on the stock? I am not sure if there would be a problem with the 30 day rule in this case, right?

Thanks a lot for your assistance!

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Read Answer Asked by Saeed on May 02, 2018

• Estee Lauder Companies Inc. (The) (EL $89.14)
  • $89.14 Cap: $32.06B
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Q: So very confused. The company earnings looked solid but the stock tanks. Any reason you see? Is it a buy at these levels?

TIA!

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Read Answer Asked by Wayne on May 02, 2018

• Real Matters Inc. (REAL $5.29)
  • $5.29 P/E (TTM): 197.12X Cap: $389M
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Q: Real is trading under $7 today. Would you consider it a buy that this price?

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Read Answer Asked by George on May 02, 2018

• CVS Health Corporation (CVS $64.88)
  • $64.88 P/E (TTM): 18.28X Cap: $82.28B
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Q: Hi all,

Comments please on the latest results and outlook?

Thanks for the great service!

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Read Answer Asked by Stephane on May 02, 2018

• Owens Corning Inc New (OC $141.99)
  • $141.99 P/E (TTM): 20.78X Cap: $11.87B
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Q: Can you please tell me what is the reason for the drop in the stock price of Owens Corning, and if should be alarmed as a Shareholder? Also should I be keeping it, adding to it or selling it?
Thank you
Marilyn

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Read Answer Asked by Marilyn on May 02, 2018

• Methanex Corporation (MX $44.70)
  • $44.70 P/E (TTM): 9.81X Cap: $3.01B
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• CAE Inc. (CAE $39.62)
  • $39.62 P/E (TTM): 31.21X Cap: $12.68B
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• Western Forest Products Inc. (WEF $12.12)
  • $12.12 Cap: $127M
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Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine

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Read Answer Asked by Antoine on May 02, 2018

• Concordia Healthcare (CXR)
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Q: Thanks for explaining the Concordia news release. If the shares are essentially worthless, why is anyone buying today? I had a few shares in two accounts and they were snapped up at .45 as have many other trades. What are the buyers going to do with them if they have such a minute value?
Thanks.

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Read Answer Asked by Steven on May 02, 2018