Investment Q&A

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
  • View VET Profile
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• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.06X Cap: $6.05B
  • View WCP Profile
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Q: The only energy producer in my portfolio is VET. After today's Q3 earnings release I am considering switching to WCP. Your thoughts on this move.
Thanks
Roy

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Read Answer Asked by Roy on October 31, 2019

• Alacer Gold Corp. (ASR $9.47)
  • $9.47 P/E (TTM): 18.48X Cap: $2.79B
  • View ASR Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Wesdome Gold Mines Ltd. (WDO $16.37)
  • $16.37 P/E (TTM): 13.31X Cap: $2.45B
  • View WDO Profile
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Q: Hi there,

I already own a position in KL and was looking to either split the position and put the other half in a small cap gold. Which would you recommend? I was thinking ASR or WDO - or is there a better option than these 2 names?

Thank you!

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Read Answer Asked by Michael on October 31, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
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Q: What do you think of offer for ITC just announced? Is it fair value? Should the stock move up to the $1.68 point? Any chance of another offer coming along?

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Read Answer Asked on October 31, 2019

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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• Twilio Inc. Class A (TWLO $125.32)
  • $125.32 Cap: $19.20B
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Q: Could I have your thoughts on earnings for both Twilio and Facebook?

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Read Answer Asked by Michael on October 31, 2019

• Twilio Inc. Class A (TWLO $125.32)
  • $125.32 Cap: $19.20B
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Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 31, 2019

• Maple Leaf Foods Inc. (MFI $28.93)
  • $28.93 P/E (TTM): 38.57X Cap: $3.58B
  • View MFI Profile
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Q: MFI is down again this morning. If the stock is down due to a number of "one time" events/costs, is this a good time to buy?

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Read Answer Asked by Jack on October 31, 2019

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
  • View VET Profile
  • View Questions on VET

Q: Hello,
Could you pls comment on VET Q3 results. Is VET cheap compare its past valuation and its peers?
Thanks
Victor

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Read Answer Asked by Victor on October 31, 2019

• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
  • View SU Profile
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• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
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Q: Hi Guys, Your comments please on MX and SU earnings reports from yesterday. Do the reports give you a reason to like these stocks more or less than you would have prior to reporting?
Thanks
Rob

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Read Answer Asked by Robert on October 31, 2019

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
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Q: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.

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Read Answer Asked by Geoffrey on October 31, 2019

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Why the big drop in the price today?

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Read Answer Asked by Vern on October 31, 2019

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
  • View VET Profile
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Q: Please comment on the quarter. I note the company's commentary is very plainly stressing that they will continue with the dividend at current levels. Thanks Greg

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Read Answer Asked by Greg on October 31, 2019

• Xylem Inc. New (XYL $143.97)
  • $143.97 P/E (TTM): 38.32X Cap: $35.04B
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Q: what is your opinion on xyl. I understand it is being punched today due to poor earnings and guidance. Comments

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Read Answer Asked by Donna on October 31, 2019

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
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Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks

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Read Answer Asked by rajeev on October 31, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
  • View SNC Profile
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Q: Good Morning all;
With the rather positive quarter numbers released today, what is your opinion of this company going forward? Any catalysts that you see going forward? Thanks!

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Read Answer Asked by Jerry on October 31, 2019

• Yangarra Resources Ltd. (YGR $1.04)
  • $1.04 P/E (TTM): 4.73X Cap: $104M
  • View YGR Profile
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Q: WIth the Q3 report just out, have any of the team had a chance to read the report?
I see capex spending will go up by 10 million for this year, Cashflows are positive along with net income, I guess that might be the best we can ask for in the oil sector. What are your thoughts of the report?

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Read Answer Asked by Barry on October 31, 2019

• Firm Capital Property Trust (FCD.UN $6.07)
  • $6.07 P/E (TTM): 9.95X Cap: $224M
  • View FCD.UN Profile
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• Firm Capital Mortgage Investment Corporation (FC $11.96)
  • $11.96 P/E (TTM): 44.63X Cap: $439M
  • View FC Profile
  • View Questions on FC

Q: Are these two companies related. If so, how would yourate FCD for income? I own a full position in FC. Thanks.

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Read Answer Asked by David on October 31, 2019

• Western Forest Products Inc. (WEF $13.19)
  • $13.19 Cap: $139M
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Q: Any idea as to why there is slight jump over the last few days. Wondering if I should continue to hold for a bit even though I'm down 40%

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Read Answer Asked by Colleen on October 31, 2019

• Synchrony Financial (SYF $68.95)
  • $68.95 P/E (TTM): 8.19X Cap: $26.14B
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Q: What is you opinion on this stock as an alternative to VISA or Mastercard.

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Read Answer Asked by RALPH on October 31, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.70)
  • $18.70 Cap: $832M
  • View XLB Profile
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• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.17)
  • $83.17 P/E (TTM): 412.13X Cap: $53.26B
  • View VCIT Profile
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• iShares 20+ Year Treasury Bond ETF (TLT $88.06)
  • $88.06 Cap: $48.13B
  • View TLT Profile
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Q: Hello 5i team,
My portfolios are mostly stocks and with a possible recession coming next year, I would like to purchase bond ETFs for both my CDN and U.S. portfolios. At this point would you recommend long or short or ultra short ETFs? and could you suggest a couple of each ( CDN and U.S)? Thanks Carlo

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Read Answer Asked by Carlo on October 31, 2019

• Zymeworks Inc. (ZYME $12.60)
  • $12.60 Cap: $901M
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Q: Your thoughts on this company? Thanks

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Read Answer Asked by Charles on October 31, 2019