Investment Q&A

• Royal Bank of Canada (RY $188.88)
  • $188.88 P/E (TTM): 20.48X Cap: $268.72B
  • View RY Profile
  • View Questions on RY
• Canadian National Railway Company (CNR $131.59)
  • $131.59 P/E (TTM): 18.01X Cap: $82.75B
  • View CNR Profile
  • View Questions on CNR
• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.67)
  • $81.67 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.0X Cap: $37.31B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• NFI Group Inc. (NFI $18.51)
  • $18.51 Cap: $2.20B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Toromont Industries Ltd. (TIH $143.36)
  • $143.36 P/E (TTM): 24.15X Cap: $11.75B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.77X Cap: $66.08B
  • View ATD Profile
  • View Questions on ATD
• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

Upvote 0

Read Answer Asked by Valter on November 14, 2017

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

Q: Could I get an update on BXE.
They have made some management changes and appear to have cleared up debt. As they are a gas play also your view on NA gas and how the US LNG shipping will affect Canadian gas producers

Upvote 0

Read Answer Asked by Doug on November 14, 2017

• Martinrea International Inc. (MRE $9.68)
  • $9.68 Cap: $704M
  • View MRE Profile
  • View Questions on MRE

Q: How much upside is left in this stock? Is it approaching fair value?

Upvote 0

Read Answer Asked by Tyler on November 14, 2017

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP

Q: Can you comment on earnings and give your outlook. Thanks, Rob

Upvote 0

Read Answer Asked by Rob on November 14, 2017

• Whitecap Resources Inc. (WCP $10.18)
  • $10.18 P/E (TTM): 6.88X Cap: $12.56B
  • View WCP Profile
  • View Questions on WCP

Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

Upvote 0

Read Answer Asked by Rob on November 14, 2017

• Air Canada Voting and Variable Voting Shares (AC $19.67)
  • $19.67 P/E (TTM): 5.38X Cap: $5.82B
  • View AC Profile
  • View Questions on AC

Q: Can you please comment on Air Canada and why it has been drifting lower as of late?
Thanks,
Rob

Upvote 0

Read Answer Asked by Rob on November 14, 2017

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

Q: Could you provide, for the latest quarter, the ratio of beats and misses todate for both the US and Canada.
Earning and revenue if possible.
Thanks
Ed

Upvote 0

Read Answer Asked by Ed on November 13, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.25)
  • $4.25 P/E (TTM): 19.95X Cap: $40M
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: I have a question about TPK

Upvote 0

Read Answer Asked by j stuart on November 13, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN $68.99)
  • $68.99 P/E (TTM): 10.79X Cap: $3.73B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Please post the number of shares short on Boardwalk. It feels like time for a squeeze of the hedge funds who remain short this name.

Upvote 0

Read Answer Asked by malcolm on November 13, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Please comment on Q3

Thank you!

Upvote 0

Read Answer Asked by David on November 13, 2017

• Glu Mobile Inc. (GLUU $12.50)
  • $12.50 P/E (TTM): 74.11X Cap: $2.18B
  • View GLUU Profile
  • View Questions on GLUU

Q: Would you consider this to be a potential momentum stock?

Upvote 0

Read Answer Asked by Elaine or Gerry on November 13, 2017

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 17.14X Cap: $64M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS

Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!

Upvote 0

Read Answer Asked by Martin on November 13, 2017

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

Q: Hi 5i,

I understand you are raising your subscription prices soon, but can't find on the site as to when. Can you remind me when the new subscription rates are going up?

Thanks!

Upvote 0

Read Answer Asked by Wayne on November 13, 2017

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.50)
  • $20.50 Cap: $527M
  • View CHR Profile
  • View Questions on CHR

Q: What happen to Chorus on Thursday to cause the price to drop to 8.50? I had a stop lose at that price and got executed. I thought I was save. This was a big swing, my quess a sting bid.

Upvote 0

Read Answer Asked by Paul on November 13, 2017

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: What’s your read on today’s 4% drop. I have a 3% position for long term income plus a little growth.

Thank you

Geoff

Upvote 0

Read Answer Asked by Geoffrey on November 13, 2017

• Pioneering Technology Corp. (PTE $0.01)
  • View PTE Profile
  • View Questions on PTE

Q: Can you please comment on PTE. Is it worth holding on to. If not, can you suggest a couple stocks to replace it. Thanks

Upvote 0

Read Answer Asked by Bruce on November 13, 2017

• Klondex Mines Ltd. (KDX $3.07)
  • View KDX Profile
  • View Questions on KDX

Q: Hi. This company has take a big hit recently. I am wondering if it’s now time to move on or whether you think there is still potential. It had done extremely well a year or two ago

Thanks
Bryan

Upvote 0

Read Answer Asked by Bryan on November 13, 2017

• GE Aerospace (GE $266.61)
  • $266.61 P/E (TTM): 37.48X Cap: $282.72B
  • View GE Profile
  • View Questions on GE
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC

Q: Hello Gents, is GE worth a look at these levels? And what are your thoughts on the new Stelco? thank you, cp.

Upvote 0

Read Answer Asked by C on November 13, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $57.15)
  • $57.15 P/E (TTM): 24.31X Cap: $1.93B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: The company's Q3 results and outlook this quarter looked very positive. Something seems to have happened, however, this morning. Is there some news that I am missing? Also what is your advice in light of whatever is going on? Thanks, as always.

Upvote 0

Read Answer Asked by Alan on November 13, 2017

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
  • View PVG Profile
  • View Questions on PVG

Q: I wondered whether you knew of any reason for the slump in PVG today.
Mike

Upvote 0

Read Answer Asked by Mike on November 13, 2017