Investment Q&A

• Zoetis Inc. Class A (ZTS $149.77)
  • $149.77 P/E (TTM): 26.75X Cap: $66.37B
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• Superior Plus Corp. (SPB $6.83)
  • $6.83 P/E (TTM): 73.97X Cap: $1.58B
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• Central Garden & Pet Company (CENT $35.24)
  • $35.24 P/E (TTM): 18.01X Cap: $2.22B
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• Neogen Corporation (NEOG $5.23)
  • $5.23 P/E (TTM): 2392.92X Cap: $2.28B
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• PetMed Express Inc. (PETS $3.13)
  • $3.13 Cap: $64M
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• Trupanion Inc. (TRUP $50.66)
  • $50.66 Cap: $2.17B
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• Chewy Inc. Class A (CHWY $36.21)
  • $36.21 P/E (TTM): 39.31X Cap: $15.03B
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• ProShares Pet Care ETF (PAWZ $56.93)
  • $56.93 P/E (TTM): 44.21X Cap: $56M
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Q: As we don't have a good Canadian choice for stocks related to pets, what do you think of these US companies (or any others in this sector) ?
Which ones do you see as having a potential for strong growth in a near future ? Where would you invest in the sector ?
Please deduct as many credits as you see fit.
With many, many thanks,
Jacques in Montreal

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Read Answer Asked by Jacques on September 10, 2019

• BMO International Dividend ETF (ZDI $26.73)
  • $26.73 P/E (TTM): 25.95X Cap: $663M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $43.83)
  • $43.83 P/E (TTM): 27.35X Cap: $13.23B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.45)
  • $42.45 P/E (TTM): 0.16X Cap: $2.71B
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Q: Hello,
My portfolio mentioned that I need to add more international exposure to my portfolio. Can you suggest some good international ETF(s) or individual stocks that would be good for me to help balance my portfolio?

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Read Answer Asked by Ryan on September 10, 2019

• Costco Wholesale Corporation (COST $991.25)
  • $991.25 P/E (TTM): 57.75X Cap: $439.59B
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• lululemon athletica inc. (LULU $192.93)
  • $192.93 P/E (TTM): 12.68X Cap: $22.13B
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• The Trade Desk Inc. (TTD $53.27)
  • $53.27 P/E (TTM): 64.07X Cap: $26.04B
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• Match Group Inc. (MTCH $36.42)
  • $36.42 P/E (TTM): 17.67X Cap: $8.76B
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Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.

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Read Answer Asked by Rob on September 10, 2019

• Restaurant Brands International Inc. (QSR $89.34)
  • $89.34 P/E (TTM): 24.58X Cap: $40.63B
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• Premium Brands Holdings Corporation (PBH $93.66)
  • $93.66 P/E (TTM): 44.95X Cap: $4.20B
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• North American Construction Group Ltd. (NOA $22.65)
  • $22.65 P/E (TTM): 17.23X Cap: $693M
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Q: I am thinking of selling NOA and buying either QSR or PBH. I am looking for growth. Which would you pick and why?

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Read Answer Asked by Elaine or Gerry on September 10, 2019

• LHC Group (LHCG)
  • P/E (TTM): 123.44X Cap: $5.28B
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Q: Hello 5i,
Could I have your assessment of LHC Group?
Thanks
Dave

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Read Answer Asked by Dave on September 10, 2019

• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.08B
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Q: I am looking for a revenue opportunity in $US and AQN:US pops up as a possibility. There are no Q/A on the US dividend providing version of AQN and I would appreciate your views on this aspect if possible. Thank you. In follow up to my question on Algonquin/$US, from the list of Canadian companies paying $US dividends, which stand out for 3-5 year revenue? Thank you.

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Read Answer Asked by Gregory on September 10, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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Q: Can you comment on SHOP's acquisition announced after the close yesterday. What does it mean for the company and how do you think the market will react to it? My view is it's a positive move.

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Read Answer Asked on September 10, 2019

• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $108.62B
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Q: Can you comment on CRWD earning and the market reaction?

Thank you!

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Read Answer Asked by Yong Mei on September 09, 2019

• Profound Medical Corp. (PRN $7.72)
  • $7.72 Cap: $231M
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Q: i am curious if you like profound.
they seem to have something that could be huge.
i am in my seventies and everybody around me has prostate problems.dave

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Read Answer Asked by david on September 09, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Re exit strategy on stocks
I purchased People Corp many years ago at a great price . The stock went up to over $9.00 then dropped to $7.00 .
How do I decide when to hold ,sell or buy more of a winner after a big drop in price .

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Read Answer Asked by Howard on September 09, 2019

• Polaris Renewable Energy Inc. (PIF $12.44)
  • $12.44 Cap: $261M
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• AltaGas Canada Inc. (ACI $33.49)
  • $33.49 P/E (TTM): 22.3X Cap: $1B
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Q: If all things in my portfolio are equal, would you sell AltaGas Canada and buy Polaris Infrastructure, or not.
Thanks

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Read Answer Asked by Greg on September 09, 2019

• CAE Inc. (CAE $40.80)
  • $40.80 P/E (TTM): 31.44X Cap: $13.07B
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• Badger Infrastructure Solutions Ltd. (BDGI $55.11)
  • $55.11 P/E (TTM): 24.18X Cap: $1.86B
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Q: Looking at adding one of these two to a diversified RSP. At this time, which way would you lean, and why, please . Many thanks as always.

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Read Answer Asked by Alexandra on September 09, 2019

• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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Q: Re Dave's question on Questor the WH has been doing its best to downgrade environmental criteria so my take is that while individual states appear to have the ability to set and maintain environmental criteria they are fighting a downdraft and this is affecting market sentiment, perhaps as a minimum.

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Read Answer Asked by Mike on September 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: As the SOXX, iShares PHLX Semiconductor ETF is approaching it's all time high, PHO is bouncing along close to it's 52 week low. I understand the lag in spending from the semi companies showing up in PHO earnings, though it seems to me investors are paying up for forward earnings in semi companies but not PHO? Are similar companies to PHO experiencing the same fate or is this company specific? Do you have examples of similar companies to share?

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Read Answer Asked by Charles on September 09, 2019

• WSP Global Inc. (WSP $282.98)
  • $282.98 P/E (TTM): 45.63X Cap: $36.93B
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• CAE Inc. (CAE $40.80)
  • $40.80 P/E (TTM): 31.44X Cap: $13.07B
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• NFI Group Inc. (NFI $19.15)
  • $19.15 Cap: $2.27B
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• Badger Infrastructure Solutions Ltd. (BDGI $55.11)
  • $55.11 P/E (TTM): 24.18X Cap: $1.86B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.78)
  • $19.78 P/E (TTM): 9.2X Cap: $1.65B
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• Savaria Corporation (SIS $21.22)
  • $21.22 P/E (TTM): 30.9X Cap: $1.50B
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Q: I currently own TCL.A and NFI in my RRSP account and underwater by quite a bit and wonder if it would be better to sell one of these stock and buy BAD? I would add BAD but then I will be overweight in this sector as I also own WSP, SIS and CAE.
Thanks

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Read Answer Asked on September 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.60)
  • $16.60 Cap: $2.27B
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Q: Are you aware of any potential catalysts coming up for Lightspeed?

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Read Answer Asked by Kim on September 09, 2019

• Canoe EIT Income Fund (EIT.UN $15.16)
  • $15.16 P/E (TTM): 19.57X Cap: $2.40B
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Q: Would you buy this for income and small growth.Thanks Phil

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Read Answer Asked by philip on September 09, 2019

Q: Good morning.
It seems like the markets took a sudden wild turn on Thursday. Since then gold, utilities and reits are being booted out the door at a fairly high rate. Can you offer up a suggestion of what the markets might be thinking? Are they simply dumping equities or are they moving into some other sector?

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Read Answer Asked by John on September 09, 2019

• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.08B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.71)
  • $24.71 Cap: $16.26B
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Q: can you give me some companys you follow with renewable energy to buy thanks

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Read Answer Asked by paul on September 09, 2019

• Miscellaneous (MISC)
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Q: Given the market today - and what (if anything) we can intuit about the future - which sectors would you be inclined to overweight...and which to underweight? Thank you.

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Read Answer Asked by Maureen on September 09, 2019