Investment Q&A

• Alphabet Inc. (GOOG $185.94)
  • $185.94 Fwd P/E: 20.61X Cap: $2.25T
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• The Walt Disney Company (DIS $121.42)
  • $121.42 Fwd P/E: 24.94X Cap: $218.28B
  • View DIS Profile
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• iShares U.S. Medical Devices ETF (IHI $60.06)
  • $60.06 Fwd P/E: 105.73X Cap: $4.32B
  • View IHI Profile
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• Elbit Systems Ltd. (ESLT $432.97)
  • $432.97 Cap: $19.31B
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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 $27.82)
  • $27.82 Fwd P/E: 12.84X Cap: $32.92B
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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 $165.55)
  • $165.55 Fwd P/E: 42.17X Cap: $16.21B
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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 $150.49)
  • $150.49 Fwd P/E: 51.09X Cap: $35.22B
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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 Fwd P/E: 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 $27.50)
  • $27.50 Fwd P/E: 13.51X Cap: $1.31B
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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 $123.15)
  • $123.15 Fwd P/E: 16.26X Cap: $14.48B
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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 $53.31)
  • $53.31 Fwd P/E: 10.85X Cap: $65.44B
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• Methanex Corporation (MX $46.34)
  • $46.34 Fwd P/E: 11.47X Cap: $3.12B
  • View MX Profile
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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 $53.31)
  • $53.31 Fwd P/E: 10.85X Cap: $65.44B
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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 $32.80)
  • $32.80 Fwd P/E: 19.16X Cap: $359M
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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 $52.45)
  • $52.45 Fwd P/E: 8.25X Cap: $760M
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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 $113.87)
  • $113.87 Fwd P/E: 13.57X Cap: $8B
  • View ONEX Profile
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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 $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
  • View CSU Profile
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  • View Reports on CSU

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 $14.86)
  • $14.86 Cap: $322M
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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 $120.23)
  • $120.23 Fwd P/E: 15.69X Cap: $277.64B
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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 $0.40)
  • $0.40 Cap: $125M
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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 Fwd P/E: 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