Investment Q&A

• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 27.06X Cap: $3.06T
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• The Walt Disney Company (DIS $110.67)
  • $110.67 P/E (TTM): 17.32X Cap: $198.97B
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• iShares U.S. Medical Devices ETF (IHI $59.82)
  • $59.82 P/E (TTM): 27.92X Cap: $4.13B
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• Elbit Systems Ltd. (ESLT $480.00)
  • $480.00 Cap: $21.41B
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Q: am looking to invest $5000 (U.S.) in each of these stocks. However I am concerned about the daily volume for Elbit. Would you shy away from a stock just because this?
Ed in Montreal

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Read Answer Asked by ed on November 01, 2019

• The Kraft Heinz Company (KHC $25.52)
  • $25.52 Cap: $30.20B
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Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $189.55)
  • $189.55 P/E (TTM): 30.81X Cap: $18.69B
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Q: Please comments on Bombardier's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $155.19)
  • $155.19 P/E (TTM): 67.33X Cap: $36.38B
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Q: Thinking of taking a position in Live Nation as a 5-10 year hold and wanted to get your opinion of the company.
Thanks

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Read Answer Asked by Curtis on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

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Read Answer Asked by Karim on November 01, 2019

Q: No crystal ball but you would think there would be more mergers and acquisitions going on with low interest rates, a cheap dollar relative to the US dollar, etc. What companies do you think could be up for grabs? Thanks.

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Read Answer Asked by Helen on November 01, 2019

• Dorchester Minerals L.P. (DMLP $23.82)
  • $23.82 P/E (TTM): 13.77X Cap: $1.13B
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Q: May I please get your thoughts on this company. Thank you.

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Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $122.54)
  • $122.54 P/E (TTM): 18.59X Cap: $13.34B
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Q: Would you consider BLDR a good purchase at it current price.

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Read Answer Asked by David on November 01, 2019

• Suncor Energy Inc. (SU $54.04)
  • $54.04 P/E (TTM): 11.6X Cap: $65.56B
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• Methanex Corporation (MX $47.63)
  • $47.63 P/E (TTM): 10.03X Cap: $3.21B
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Q: Could you please comment on earnings for SU and MX (another miss as usual)? Would you consider adding to either on the dip? As you can tell I am getting irritated with MX always missing.

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Read Answer Asked by Paul on November 01, 2019

• Suncor Energy Inc. (SU $54.04)
  • $54.04 P/E (TTM): 11.6X Cap: $65.56B
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Q: Comments on their q results? Also what is their dividend payout ratio at present?

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Read Answer Asked by Thomas on November 01, 2019

• Richards Packaging Income Fund (RPI.UN $32.28)
  • $32.28 P/E (TTM): 16.22X Cap: $353M
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Q: Hi, Could you please comment on the quarterly earnings release. Thanks

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Read Answer Asked by rajeev on November 01, 2019

• American Woodmark Corporation (AMWD $64.48)
  • $64.48 P/E (TTM): 11.43X Cap: $939M
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Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

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Read Answer Asked by David on November 01, 2019

• ONEX Corporation Subordinate Voting Shares (ONEX $116.06)
  • $116.06 P/E (TTM): 11.3X Cap: $7.96B
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Q: Can you please comment on ONEX for a long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 01, 2019

• Constellation Software Inc. (CSU $3,814.13)
  • $3,814.13 P/E (TTM): 92.98X Cap: $80.82B
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Q: Concerning the report, unadjusted EPS this Q3 was $3.85 compare to $3.45 for
Q2. Therefore higher for Q3 than Q2. On the other hand, they stated for Q2 adjusted EPS was $6.49.
For some reason, they didn't state the adjusted EPS for Q3 in yesterdays release.
You calculated it at $4.29.
Why didn't they state that!

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Read Answer Asked by Herm on November 01, 2019

• Velan Inc. Subordinate Voting Shares (VLN $15.61)
  • $15.61 P/E (TTM): 1113.81X Cap: $338M
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Q: Would Velan be a good investment for a full position and long term hold
Thanks
Thomas

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Read Answer Asked by Thomas on November 01, 2019

Q: What would be the effects of China, Russia and the European Union having a common currency on the US and Canadian dollars.

Clayton

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Read Answer Asked by Clayton on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $167.05)
  • $167.05 P/E (TTM): 22.22X Cap: $385.76B
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Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

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Read Answer Asked by Brian on November 01, 2019

• Western Forest Products Inc. (WEF $12.10)
  • $12.10 Cap: $127M
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• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
  • View PL Profile
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Q: Hi 5i,

What are your thoughts on Pinnacle Renewable and Western Forest Products today as potential new positions?

Thank you in advance.

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Read Answer Asked by Greg on November 01, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Could I get your opinion on Alteryx results please?

Thanks

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Read Answer Asked by Joe on November 01, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: What price would be a good support level for KL? Would you buy before earnings or afterward ? Many thanks

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Read Answer Asked by Hue on November 01, 2019