Investment Q&A

• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: I appreciate your opinion about above stocks (CXI and EIF ).Thank you.ebrahim

Upvote 0

Read Answer Asked by ebrahim on February 16, 2017

• Insight Enterprises Inc. (NSIT $119.91)
  • $119.91 P/E (TTM): 23.94X Cap: $4.61B
  • View NSIT Profile
  • View Questions on NSIT

Q: Very grateful if you could provide your views on Insights Enterprises (nsit-q)and PCM Inc (pcmi-q). Is it buyable now ?
Feel free to deduct more than one credit to my account for any of my recent questions.

Many thanks,

Jacques

Upvote 1

Read Answer Asked by Jacques on February 16, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello Peter & Team, I read in the newspaper this morning that Canada Goose will soon go public in Toronto and New York. According to the article, they have business in 34 countries, and they plan to expand their business. Will that be a good investment? Do they have debt? Do you know the exact date the stock will be available on the TSX? Regards, Gervais

Upvote 0

Read Answer Asked by Gervais on February 16, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
  • View AGT Profile
  • View Questions on AGT

Q: Why does AGT Foods keep dropping ...what am I missing?

Upvote 0

Read Answer Asked by Ed on February 16, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
  • View AGT Profile
  • View Questions on AGT

Q: These headlines today.
"Canada's biggest market for peas, lentils in doubt as India cracks down on pests - See more at: http://www.timescolonist.com/life/canada-s-biggest-market-for-peas-lentils-in-doubt-as-india-cracks-down-on-pests"
SHOULD I DUMP MY AGT STOCK? I'm already down 3%.

Upvote 0

Read Answer Asked by Stephen on February 16, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
  • View APHA Profile
  • View Questions on APHA

Q: I allocate ~5% of my portfolio to speculative holdings. I consider APH, a marijuana stock, to fall under this category and currently hold this. I'm looking to add PHO to this category, as it sounds like a riskier growth stock. In your opinion, would adding a 2% allocation be sensible or would you advocate purchasing more of a full position to reap the full rewards? Would you ever advocate buying 2% positions?

Upvote 0

Read Answer Asked by Ryan on February 16, 2017

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: Trading was halted. Know of any reason? Jim

Upvote 0

Read Answer Asked by jim on February 16, 2017

• Central Garden & Pet Company (CENT $39.53)
  • $39.53 P/E (TTM): 20.81X Cap: $2.47B
  • View CENT Profile
  • View Questions on CENT

Q: Having a pet, I know first hand how one can spend on it. What would be a good growth company or two in the field of pet care or supplies and what are your views on Central Gardens & Pet (cent-Q) ?
Thank you in advance for your good attention,

Jacques

Upvote 1

Read Answer Asked by Jacques on February 16, 2017

• Yangarra Resources Ltd. (YGR $1.04)
  • $1.04 P/E (TTM): 4.73X Cap: $104M
  • View YGR Profile
  • View Questions on YGR

Q: YGR is up over 5 fold in 1 year. Could I get your thoughts on this oil & gas small cap and whether you see more runway ahead?
Thanks.

Upvote 0

Read Answer Asked by Dan on February 16, 2017

• Boston Pizza Royalties Income Fund (BPF.UN $19.55)
  • $19.55 P/E (TTM): 21.25X Cap: $479M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN

Q: Can you please comment on bpf.un recent earnings and valuation (and recent share drop)

Upvote 0

Read Answer Asked by Douglas on February 16, 2017

• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
  • View AEM Profile
  • View Questions on AEM

Q: I have the same question for both of these equities. Any comment on earnings and the reaction? Is it reasonable here to add a bit?

Upvote 0

Read Answer Asked by Alex on February 16, 2017

• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Your thoughts on Sun Life news today? With a 3% price drop today would you this an opportunity to increase a holding?

Upvote 0

Read Answer Asked by Curt on February 16, 2017

• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 15.86X Cap: $72.40B
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: I am wondering what your thoughts are on the year end results for SLF? Price momentum seems to favour MFC these days. Would you prefer the latter for new money?
Many thanks
Mike

Upvote 0

Read Answer Asked by michael on February 16, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Further to your,answer where you indicate you "love to average up", woulld Shopify be an example and could you suggest 5 additional companies that fulfill your criteria for averaging up?

As always, thanks for your valuable guidance.

Upvote 0

Read Answer Asked by Les on February 16, 2017

• Gilead Sciences Inc. (GILD $114.51)
  • $114.51 P/E (TTM): 23.78X Cap: $142.44B
  • View GILD Profile
  • View Questions on GILD
• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: Hi Team, apples to oranges but I bought GILD a while back for growth. What would you consider if deciding to switch to CRH Medical. Size, geography, I know. But for a five year growth play does this make any sense from a risk return perspective? Thank you, Michael

Upvote 0

Read Answer Asked by Michael on February 16, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good Morning 5i Team.
Would you please recommend some US growth stocks for the next 3-5 years.
Thank you.

Upvote 0

Read Answer Asked by David on February 16, 2017

• Supremex Inc. (SXP $4.15)
  • $4.15 Cap: $101M
  • View SXP Profile
  • View Questions on SXP

Q: Supremex releases results tomorrow morning. Would you please comment on these results?

Upvote 0

Read Answer Asked by CAMERON on February 16, 2017

• Element Fleet Management Corp. (EFN $35.99)
  • $35.99 P/E (TTM): 27.37X Cap: $14.55B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: Hi 5i - would you sell EFN and replace it with CXI? Which company looks better long term?

Thanks, Neil

Upvote 0

Read Answer Asked by Neil on February 16, 2017

• Enghouse Systems Limited (ENGH $22.75)
  • $22.75 P/E (TTM): 16.02X Cap: $1.25B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Hi - have owned ENGH for a number of years and now see it as a bit of an anchor ( not in a good way). Watching SHOP crushing it and now need to hear your
analysis on a switch for a Growth account that is well diversified. thanks

Upvote 0

Read Answer Asked by Scott on February 16, 2017

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
  • View ALA Profile
  • View Questions on ALA

Q: Yield on ala today is 6.7% ala.r shows .58% yield. When would the yield be the same?

Upvote 0

Read Answer Asked by George on February 16, 2017