Investment Q&A

• Vermilion Energy Inc. (VET $10.07)
  • $10.07 Cap: $1.55B
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• Whitecap Resources Inc. (WCP $10.06)
  • $10.06 P/E (TTM): 6.92X Cap: $5.91B
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• Freehold Royalties Ltd. (FRU $13.10)
  • $13.10 P/E (TTM): 17.06X Cap: $2.14B
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• Surge Energy Inc. (SGY $7.25)
  • $7.25 P/E (TTM): 15.57X Cap: $722M
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Q: 5i
Oil represents about 5% of my portfolio and is comprised of Freehold, Vermillion, Surge and Whitecap. I cannot get a good feel as to where the price of oil is headed in the next 2 years. Appears to me there are conflicting views. Should I get out of the oil sector, invest in good dividend paying stocks that would be more stable and re enter the oil market or not at a later date. All my oil stocks do pay high dividends, are they sustainable. Appreciate your insight on both the oil market and potential stocks to invest in regardless of sector if you feel exiting the oil market may be the way to go.

W

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Read Answer Asked by Wayne on December 09, 2019

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Alimentation Couche-Tard Inc. (ATD $69.94)
  • $69.94 P/E (TTM): 18.79X Cap: $66.30B
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Q: What stocks are your core holdings say Top 5 must haves Thanks

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Read Answer Asked by Jo-Anne on December 09, 2019

• Medexus Pharmaceuticals Inc. 6% Unsecured Convertible Debentures (MDP.DB $122.00)
  • $122.00 P/E (TTM): 4.73X Cap: $2.47B
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Q: Please,your analysis/comments on this company.Thanks.

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Read Answer Asked by Maurice on December 09, 2019

• Freehold Royalties Ltd. (FRU $13.10)
  • $13.10 P/E (TTM): 17.06X Cap: $2.14B
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Q: What are your thoughts on Fru thankyou

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Read Answer Asked by Jo-Anne on December 09, 2019

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Can you please provide an analysis of CWB and their latest earnings report and dividend history also.

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Read Answer Asked by Ric on December 09, 2019

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: Can you please provide an update? It is suffering. Do you still like it?
Thank you,
Karim.

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Read Answer Asked by Karim on December 09, 2019

• Lundin Gold Inc. (LUG $77.45)
  • $77.45 P/E (TTM): 25.95X Cap: $18.65B
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Q: Opinion

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Read Answer Asked by j stuart on December 09, 2019

• iA Financial Corporation Inc. (IAG $143.27)
  • $143.27 P/E (TTM): 12.58X Cap: $13.38B
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Q: May have your updated opinion on this company. The last six months showing lot of upside. Thank you

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Read Answer Asked by kenneth on December 09, 2019

Q: Kalvista flunked a drug trial and the stock was down 20% premarket. Now the stock is up 4%. Any idea why?

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Read Answer Asked by hal on December 09, 2019

• NFI Group Inc. (NFI $18.48)
  • $18.48 Cap: $2.20B
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Q: Everything about NFI says it should be taken out behind the barn and shot. I can't think of a single reason to keep it because:
a) the momentum is horrible
b) the fundamentals are not good
c) there are many amazing stocks with better stories and momentum

The only reason I can imagine to keep it is for a potential bounce once tax loss selling abates. My question is why/how it can be justified to keep this in a portfolio in an environment with better opportunities elsewhere? Can you give me the case to hold vs the points above?

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Read Answer Asked by Tim on December 09, 2019

• Westshore Terminals Investment Corporation (WTE $25.87)
  • $25.87 P/E (TTM): 15.56X Cap: $1.59B
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Q: Would it be possible for Westshore Terminals to convert their Point Roberts terminal to fill oil tankers rather than coal haulers ?
Just wondering
Thanks D

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Read Answer Asked by Drew on December 09, 2019

• Inovalis Real Estate Investment Trust (INO.UN $0.87)
  • $0.87 Cap: $28M
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• European Residential Real Estate Investment Trust (ERE.UN $2.44)
  • $2.44 Cap: $571M
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Q: I am currently considering Inovalis Real Estate Investment Trust, INO.UN and European Real Estate Investment Trust, ERE.UN for european property exposure. Which would you consider the better investment and why.

Thank you
David

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Read Answer Asked by david on December 09, 2019

• CAE Inc. (CAE $39.62)
  • $39.62 P/E (TTM): 31.21X Cap: $12.68B
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• Magna International Inc. (MG $58.26)
  • $58.26 P/E (TTM): 10.02X Cap: $16.69B
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• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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Q: I would like to buy in an RESP account 2 stocks for a child born in 2019
Can u suggest 3 stocks in order of preference with reasonable valuation
Thanks

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Read Answer Asked by Indra on December 09, 2019

• Parkland Corporation (PKI $37.97)
  • $37.97 P/E (TTM): 22.57X Cap: $6.62B
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• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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Q: I have held these stocks for several years. I hold them in both a RRSP and TFSA accounts. Both stocks are about 6% of my overall portfolios. Reluctant to trim back. Should I continue to let them run or 6% too high ?

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Read Answer Asked by David on December 09, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.25)
  • $15.25 P/E (TTM): 81.05X Cap: $1.47B
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Q: Is there a financial benefit to cashing in on an option (46 on dec 20) before the expiry of the option or should I just let the brokerage take the cash out and assign the shares to my margin account on expiry?

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Read Answer Asked by Jean on December 09, 2019

• EverQuote Inc. (EVER $23.55)
  • $23.55 P/E (TTM): 18.85X Cap: $859M
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Q: Hello. This stock is on a tear, up around 100% in the last two months. I'm trying to decide if I should sell, hold, or buy more. Do the stock's fundamentals support this steep rise, or this the trajectory based on nothing more than "irrational exuberance"?

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Read Answer Asked by Asher on December 09, 2019

• Sangoma Technologies Corporation (STC $7.98)
  • $7.98 Cap: $267M
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Q: Bought this stock some time ago @ $1.25 and now $2.40 It has had a progressive positive climb. Thoughts about this company"s future?
Thank for your review!

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Read Answer Asked by Bruce on December 09, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.38)
  • $203.38 P/E (TTM): 123.17X Cap: $263.86B
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Q: I bought shopify around 305 usd and it has gone up 25% now. So do you think it will continue to rise up to the new year or has it already reached its highest point.
Thanks

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Read Answer Asked by Matt on December 09, 2019

• Daura Gold Corp. (DGC)
  • Cap: $10M
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• Argentina Lithium & Energy Corp. (LIT $0.07)
  • $0.07 Cap: $8M
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Q: I am down 20 % on LIT was hoping for a play on E Vehicles .... Also up the same dollar amount on Detour . Wondering about selling both to end up balanced from a tax prospective. Thoughts ? Opinions on these 2 going Forward .
Many Thanks
Greg

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Read Answer Asked by Greg on December 09, 2019

• Constellation Software Inc. (CSU $4,801.81)
  • $4,801.81 P/E (TTM): 96.06X Cap: $101.75B
  • View CSU Profile
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Q: Hi 5i,

Any reason for CSU to be dropping these last number of days and today in particular?
Thanks
Chris

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Read Answer Asked by Chris on December 09, 2019