Investment Q&A

• Baylin Technologies Inc. (BYL $0.31)
  • $0.31 Cap: $47M
  • View BYL Profile
  • View Questions on BYL

Q: Your analysis of baylin quaterly results

Thank you

Upvote 0

Read Answer Asked by Guy on May 08, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 14.83X Cap: $1.03B
  • View CDZ Profile
  • View Questions on CDZ

Q: I have owned CDZ since Early 2014 and together with the dividends I have earned 3.87%. during this time. Should I keep this ETF or looking for something with a better return? please advise. Ernie

Upvote 0

Read Answer Asked by Ernie on May 08, 2018

• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.55X Cap: $244.33B
  • View CRM Profile
  • View Questions on CRM
• ServiceNow Inc. (NOW $934.68)
  • $934.68 P/E (TTM): 114.68X Cap: $194.41B
  • View NOW Profile
  • View Questions on NOW

Q: Dear 5i
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on May 08, 2018

• AltaGas Ltd. (ALA $40.86)
  • $40.86 P/E (TTM): 16.0X Cap: $12.22B
  • View ALA Profile
  • View Questions on ALA

Q: Why does AltaGas have two separate tickers on the TSX..... ALA and ALA.R ???? I've probably missed something here but your insight would be appreciated.

Upvote 0

Read Answer Asked by Paul W on May 08, 2018

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi, can you please comment on the recent quarterly release. Thanks

Upvote 0

Read Answer Asked by Todd on May 08, 2018

• Yorbeau Resources Inc. Class A Common Shares (YRB $0.06)
  • $0.06 P/E (TTM): 0.05X Cap: $25M
  • View YRB Profile
  • View Questions on YRB

Q: Hi I am looking to buy YRB shares, what is your opinion on this.
Thanks

Upvote 0

Read Answer Asked by Akwinderpreet on May 08, 2018

• BMO MSCI China Selection Equity Index ETF (ZCH $22.56)
  • $22.56 P/E (TTM): 39.45X Cap: $193M
  • View ZCH Profile
  • View Questions on ZCH
• iShares China Index ETF (XCH $26.71)
  • $26.71 P/E (TTM): 41.77X Cap: $211M
  • View XCH Profile
  • View Questions on XCH
• KraneShares CSI China Internet ETF (KWEB $40.22)
  • $40.22 P/E (TTM): 7.17X Cap: $9.61B
  • View KWEB Profile
  • View Questions on KWEB

Q: Greetings 5i,

I am comfortable holding the bigger Chinese companies however I find myself with all 3 of these ETFs as well as several of the larger China Tech companies in my portfolio in all in half positions ( BABA, TCEHY, JD, BIDU). My question is What ETF would you let go?

As far as redistribution of these funds I am more interested in Large or Mid cap longer term holds that have value currently. Any recommendations?

Cheers!

Upvote 0

Read Answer Asked by Duane on May 07, 2018

• Starbucks Corporation (SBUX $83.15)
  • $83.15 P/E (TTM): 36.28X Cap: $94.51B
  • View SBUX Profile
  • View Questions on SBUX

Q: "Swiss-based food giant Nestle will pay Starbucks $7.15 billion in cash for the rights to sell the U.S. coffee chain’s products around the world in a global alliance aimed at reinvigorating their coffee empires."

is this news a reason to take a new position in Starbucks? Thanks for your thoughts.

Upvote 0

Read Answer Asked by Lesley on May 07, 2018

• Cenovus Energy Inc. (CVE $23.47)
  • $23.47 P/E (TTM): 16.76X Cap: $42.77B
  • View CVE Profile
  • View Questions on CVE
• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
  • View VET Profile
  • View Questions on VET
• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.27X Cap: $12.83B
  • View WCP Profile
  • View Questions on WCP

Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.

Upvote 0

Read Answer Asked by Michael on May 07, 2018

• Isodiol International Inc. (ISOL)
  • View ISOL Profile
  • View Questions on ISOL

Q: I am holding shares for ISOL at 0.78, what you think will be the future of this stock. Is it better to sell at this time. Please share your thoughts. Thanks

Upvote 0

Read Answer Asked by Akwinderpreet on May 07, 2018

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
  • View MX Profile
  • View Questions on MX
• Stella-Jones Inc. (SJ $78.70)
  • $78.70 P/E (TTM): 13.21X Cap: $4.34B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.07X Cap: $114.38B
  • View AEM Profile
  • View Questions on AEM
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan

Upvote 0

Read Answer Asked by Daniel on May 07, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $80.91)
  • $80.91 P/E (TTM): 9.29X Cap: $1.22B
  • View CJT Profile
  • View Questions on CJT

Q: What is your opinion on CJT, it has setback I assume because of the price of oil, are there other reasons that are of concern, would you recommend here?

Upvote 0

Read Answer Asked by LEN on May 07, 2018

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 141.19X Cap: $4.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: In a response to Bob today you stated: "We might consider KXS, BOX and NVDA in the group as well, with the former two much riskier than the others." Given that you have made positive comments on KXS lately, even recommended it on 1 May along with CSU and SIS as a choice for a longer term buy, I am wondering why you suggest today that it is a "risky" stock.

Upvote 0

Read Answer Asked by Dennis on May 07, 2018

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
  • View RDS.B Profile
  • View Questions on RDS.B

Q: What is the difference between RDS.A and RDS.B? Your thoughts on the company would also be appreciated. Thanks.

Upvote 0

Read Answer Asked by Marco on May 07, 2018

• Gildan Activewear Inc. (GIL $82.24)
  • $82.24 P/E (TTM): 19.1X Cap: $12.27B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL

Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?

Upvote 0

Read Answer Asked by Robert on May 07, 2018

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
  • View ACR.UN Profile
  • View Questions on ACR.UN

Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim

Upvote 0

Read Answer Asked by James on May 07, 2018

• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
  • View META Profile
  • View Questions on META

Q: Facebook seems to have recovered from the scandal - what do you see for potential growth in the next year or two?? thanks, Jim.

Upvote 0

Read Answer Asked by jim on May 07, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
  • View PTQ Profile
  • View Questions on PTQ
• Strathcona Resources Ltd. (SCR $36.72)
  • $36.72 P/E (TTM): 10.95X Cap: $7.86B
  • View SCR Profile
  • View Questions on SCR
• BLVD Centres Corporation (BLVD)
  • View BLVD Profile
  • View Questions on BLVD
• Inspira Financial Inc. (LND)
  • View LND Profile
  • View Questions on LND

Q: Do you see anything positive about the future prospects of these 4 stocks? CXV;LND;PHM;SCR

Upvote 0

Read Answer Asked by Dennis on May 07, 2018

• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: The earnings yield on IIP.UN appears to be around 22.4%. Annual EPS in 2017 was very high compared to 2013-16 EPS figures (as per Morningstar). TD doesn't show any earnings consenus estimates for 2018-20. Was 2017 a one time event? Please clarify?

Upvote 0

Read Answer Asked by LARRY on May 07, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
  • View BXE Profile
  • View Questions on BXE

Q: Regarding BXE, how does the news of their conversion of debt to common stock affect the future of the company? I know your past comments referred to the company as small and heavily in debt. Would it fit in the speculative portion of a portfolio? Do you think it will survive?
Thank You.

Upvote 0

Read Answer Asked by Frank on May 07, 2018