Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $93.77)
  • $93.77 P/E (TTM): 18.8X Cap: $14.94B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $25.21)
  • $25.21 P/E (TTM): 29.94X Cap: $1.80B
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Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

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Read Answer Asked by rajeev on August 07, 2018

• Arista Networks Inc. (ANET $128.30)
  • $128.30 P/E (TTM): 46.34X Cap: $167.74B
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Q: Hello 5i gang,
What is your opinion on ANET for a full position buy now?
Thanks,
Ken

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Read Answer Asked by kenneth on August 07, 2018

• First Quantum Minerals Ltd. (FM $39.91)
  • $39.91 Cap: $34.06B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $77.94)
  • $77.94 P/E (TTM): 28.74X Cap: $39.08B
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• Lundin Mining Corporation (LUN $42.59)
  • $42.59 Cap: $37.13B
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• Hudbay Minerals Inc. (HBM $36.88)
  • $36.88 P/E (TTM): 22.69X Cap: $15.33B
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• North Shore Uranium Ltd. (NSU $0.29)
  • $0.29 Cap: $16M
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• Ivanhoe Mines Ltd. (IVN $15.00)
  • $15.00 P/E (TTM): 58.34X Cap: $22.17B
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• Sociedad Quimica y Minera S.A. (SQM $75.62)
  • $75.62 P/E (TTM): 29.94X Cap: $21.79B
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Q: Hi.

I want to invest in a Mining company that engages in copper mining as well as other minerals. I have been reading alot about the renewable energy market and I feel as though copper, aluminum, lithium, cobalt, as well as other minerals linked to renewable energy will be continuing to grow in demand. I know that as a commodity Copper is low right now. I was looking for a shorter term investment (1 to 3 years) as well as a longer term investment (5 to 10 years) in a good mining company that mines for minerals linked to renewable energy. Do you have any suggestions?

Thanks

Rob

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Read Answer Asked by Robert on August 07, 2018

• Baylin Technologies Inc. (BYL $0.25)
  • $0.25 Cap: $37M
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Q: Hi,
Could I have your analysis of Baylin's results ?

Thanks

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Read Answer Asked by Guy on August 07, 2018

Q: I came across the Comex Gold Contract profile on BNN.CA and was struck by the curious pattern in volume. At regular intervals, the volume increases 5-10 fold or more and then drops back to a few thousand or less. Is this institutional buying? If so, what is the regularity due to? Just curious.

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Read Answer Asked by richard on August 07, 2018

• Fortis Inc. (FTS $78.39)
  • $78.39 P/E (TTM): 22.42X Cap: $39.81B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.25)
  • $43.25 Cap: $28.53B
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Q: Within my Utilities sector in my RRSP I have Fortis(3% holding) and BEP.UN (2%). I recently read in Q&A Fortis growth anticipated to be in 1%-2% range in 2018 and 2019. Is BEP.UN growth expectations similar? Would you recommend selling Fortis and topping up BEP.UN?

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Read Answer Asked by Elizabeth on August 07, 2018

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $250.60)
  • $250.60 P/E (TTM): 12.89X Cap: $1.65B
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Q: Good day...I have looked at all of your responses to LAS.A...my question is with its higher debt, thin trading and growing dividend would this company make your high expectations from a company you would hold in a portfolio...at this time I have all of your balanced and an equal amount of income portfolio stocks and have been very thankful that I found your service...this stock is one that I am looking at to replace ECI in my portfolio...again thanks for a great gain...I look forward to your comments...Gene

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Read Answer Asked by gene on August 07, 2018

• Rapid7 Inc. (RPD $6.16)
  • $6.16 P/E (TTM): 17.0X Cap: $409M
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Q: Can you please comment on RPD’s results. Thank you

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Read Answer Asked by Bruce on August 07, 2018

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,362.40)
  • $2,362.40 P/E (TTM): 7.99X Cap: $50.07B
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• ONEX Corporation Subordinate Voting Shares (ONEX $101.76)
  • $101.76 P/E (TTM): 12.25X Cap: $6.96B
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• Blackstone Inc. (BX $114.31)
  • $114.31 P/E (TTM): 32.58X Cap: $83.71B
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• Invesco Global Listed Private Equity ETF (PSP $59.63)
  • $59.63 P/E (TTM): 24.15X Cap: $274M
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Q: Hi 5I,
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you

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Read Answer Asked by André on August 07, 2018

• Constellation Software Inc. (CSU $2,592.07)
  • $2,592.07 P/E (TTM): 56.43X Cap: $53.41B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 72.49X Cap: $3.63B
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Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

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Read Answer Asked by Francisco on August 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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• Celestica Inc. (CLS $374.59)
  • $374.59 P/E (TTM): 49.65X Cap: $43.57B
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• Open Text Corporation (OTEX $33.82)
  • $33.82 P/E (TTM): 14.09X Cap: $8.46B
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Q: I currently own PHO 3% RHT 2% AND KXS 5% I would like to add one more tech stock and wonder which would be the best fit with the 3 that I currently own. . CLS, TSGI, or OTEX.

Thanks

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Read Answer Asked on August 07, 2018

• Volkswagen AG (Germany Fed. Rep.) ADR (Sponsored) (VLKAY $32.01)
  • $32.01 P/E (TTM): 0.32X
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Q: I own shares in Volkswagen. I have received a corporate action notice advising that they are cancelling the Ordinary share sponsored ADR program. I have the option to either receive 2 Unsponsored ordinary share ADRs for each Sponsored ordinary share ADR exchanged or exchange 5 ADRs plus pay any charges or fees per ADR to receive one ordinary share of Volkswagen AG.

Why would a company terminate sponsored ADRs? Would it be better to reveive Unsponsored ADRs or Ordinary shares?

Upvote 1

Read Answer Asked by Grant on August 07, 2018

• goeasy Ltd. (GSY $106.00)
  • $106.00 P/E (TTM): 7.89X Cap: $1.72B
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Q: Hi,

5i is positive on GSY (As I do). How would you respond to Benj Gallander's argument that it is a risky stock due to its high debt load (https://www.bnnbloomberg.ca/market-call/benj-gallander-discusses-goeasy~1453874)

Thanks,
IF

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Read Answer Asked by ishay on August 06, 2018

Q: Do you give members the heads up on BNN Marketcall Top picks? I didn't see any updates prior to your BNN appearance. It would be a nice feature to give members a heads up on these picks.

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Read Answer Asked by Kevin on August 06, 2018

• Covalon Technologies Ltd. (COV $1.90)
  • $1.90 P/E (TTM): 23.14X Cap: $52M
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Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

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Read Answer Asked by John on August 03, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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Q: Peter recently recommended RAY.A on BNN, noting that it trades at a P/E well below the industry average (13x). However, when viewing the stock on my trading platform, I see it quoted as 263.5x

Is Peters number taking into account the recent acquisitons?

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Read Answer Asked by Tom on August 03, 2018

• Endeavour Silver Corp. (EDR $17.63)
  • $17.63 Cap: $5.58B
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Q: Please give me your analysis on this stock and whether you think it is a buy sell or hold.

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Read Answer Asked by rick on August 03, 2018

• Enbridge Inc. (ENB $74.02)
  • $74.02 P/E (TTM): 27.44X Cap: $158.12B
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Q: how did the quarter look? Thx

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Read Answer Asked by blake on August 03, 2018

• Vanguard Dividend Appreciation FTF (VIG $226.79)
  • $226.79 P/E (TTM): 24.38X Cap: $102.04B
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• WisdomTree U.S. SmallCap Dividend Fund (DES $37.07)
  • $37.07 P/E (TTM): 15.91X Cap: $2B
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Q: Can you please tell me what the dividend payout % for each etf, as well as their 5 year average return is. Would you equally weight them?
Please deduct appropriate question allocation.
Regards

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Read Answer Asked by Bill on August 03, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • View TSGI Profile
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Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

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Read Answer Asked by Peter on August 03, 2018