Investment Q&A

• Constellation Software Inc. (CSU $2,259.33)
  • $2,259.33 P/E (TTM): 55.25X Cap: $49.94B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.54)
  • $155.54 P/E (TTM): 84.58X Cap: $200.67B
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Q: For a long term hold, would you own CSU and SHOP equally or choose one of them and if only one which one?

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Read Answer Asked by Clayton on May 24, 2018

• NFI Group Inc. (NFI $17.87)
  • $17.87 Cap: $2.12B
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Q: NFI has fallen over 5% since May 22, is there something that I am missing and is it time to sell this stock?

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Read Answer Asked by Annegret on May 24, 2018

• Constellation Software Inc. (CSU $2,259.33)
  • $2,259.33 P/E (TTM): 55.25X Cap: $49.94B
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Q: CSU has now crossed $1000!! My first purchase was at the 250 range..Just wishing I had purchased a lot more. Many Thanks to you 5i! I you can think of any other stock of this quality with potential to be a multi bagger Canadian or US do let me know:)

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Read Answer Asked by Shyam on May 24, 2018

• Miscellaneous (MISC)
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Q: Hi, what is the difference between Free Cash Flow and Price to Cash, thanks?

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Read Answer Asked by Pat on May 24, 2018

• Knight Therapeutics Inc. (GUD $6.34)
  • $6.34 Cap: $630M
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• Viemed Healthcare Inc. (VMD $8.39)
  • $8.39 P/E (TTM): 25.09X Cap: $314M
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Q: In my TFSA I am thinking about swapping VMD for some additional shares in GUD. Do you think this switch makes sense as I try to keep my TFSA growing?

Thanks for your great service.

Bob.

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Read Answer Asked by Lynn on May 24, 2018

• Trevali Mining Corporation (TV $0.21)
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Q: Could you remind me why you decided to add Trevali to your growth portfolio? Is your thesis still intact? The stock is close to the same level that it was in early 2017, but global inventories are lower and the price of zinc is still higher than it was in early 2017. This makes me think that Trevali's stock price has more chance of going up (a lot) than to keep declining. Comments? Thanks.

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Read Answer Asked by Jean-Bernard on May 24, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Any reason for the 5% drop in RHT today? Or is it just the pre-earnings jitters?

Aren't earnings expected to be positive? If so, why would price be trending down and now a drop of 5+% today?

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Read Answer Asked by Curtis on May 24, 2018

• Great Canadian Gaming Corporation (GC $44.98)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.66)
  • $23.66 P/E (TTM): 11.59X Cap: $1.96B
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• Alimentation Couche-Tard Inc. (ATD $83.38)
  • $83.38 P/E (TTM): 22.46X Cap: $77.63B
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Q: Would you be able to tell subscribers what stocks were discussed by Ryan today, May 24 on BNN? Many of us work and can't see it live.

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Read Answer Asked by Murray on May 24, 2018

• Aecon Group Inc. (ARE $36.80)
  • $36.80 P/E (TTM): 360.3X Cap: $2.27B
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Q: looks like aecon will open 3 or 4 points lower today.
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave

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Read Answer Asked by david on May 24, 2018

• Aecon Group Inc. (ARE $36.80)
  • $36.80 P/E (TTM): 360.3X Cap: $2.27B
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Q: looks like aecon will open 3 or 4 points lower today.
would you buy it , only based on another suitor taking it over.
my understanding is there were 2 other offers refused when the chinese bid was acceptted.
my premise is one of these other bidders will take over aecon. dave

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Read Answer Asked by david on May 24, 2018

• AnalytixInsight Inc. (ALY $0.02)
  • $0.02 Cap: $2M
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Q: What is your opinion of this company?

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Read Answer Asked by Mildred on May 24, 2018

• Metro Inc. (MRU $97.89)
  • $97.89 P/E (TTM): 28.04X Cap: $20.74B
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Q: Could we have your opinion of Metro and how their aquisition of PJC is moving forward?

Thanks

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Read Answer Asked by James on May 24, 2018

• RIFCO Inc. (RFC $1.27)
  • $1.27 P/E (TTM): 5.24X
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Q: I have a question about 147

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Read Answer Asked by Richard on May 24, 2018

• Enbridge Inc. (ENB $70.14)
  • $70.14 P/E (TTM): 28.03X Cap: $159.88B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: How about a switch from PKI to ENB ?
Is there more growth with enbridge ?
A brief comparison ?

Thanks for the great service !

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Read Answer Asked by Denis on May 24, 2018

• Miscellaneous (MISC)
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Q: Guys I know you are not especially U.S. - focused but what do you have to say about gene editing and the companies involved including CRSP, EDIT and NTLA.

Thank you

Kim

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Read Answer Asked by Kim on May 24, 2018

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.17)
  • $47.17 P/E (TTM): 20.67X Cap: $607M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.40)
  • $47.40 P/E (TTM): 6.44X Cap: $3.66B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.63)
  • $105.63 Cap: $2.31B
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Q: Hi- my husband and I would like to put some of our RSP money into ETFs for long term growth. We are interested in US ETFs but not sure if you cover US ones or not. If not, are there some Canadian ones you would suggest? I already have XIC.TO and CDZ.TO
Thanks, Jill

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Read Answer Asked by Jill on May 24, 2018

• Laurentian Bank of Canada (LB $40.10)
  • $40.10 P/E (TTM): 14.11X Cap: $1.78B
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Q: As we enter the bank earnings reporting period, just wondering what signs to look for when LB announces? They had to write down already and banks in general are looking at a slowing pace of writing new mortgage business going forward.
Thanks,
Randy

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Read Answer Asked by Randy on May 24, 2018

• Liminal BioSciences Inc. (LMNL)
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• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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• TSO3 Inc. (TOS $0.43)
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Q: Hello 5i, what is your opinion on theses three companies for a 2-3 year hold? Would you invest in any of those? If not, do you have a better suggestion in the small cap area? Does not have to be in pharma/life science. Thanks for the great service!

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Read Answer Asked by Jean-Bernard on May 24, 2018

Q: Hi- I am looking to diversify my portfolio. I don't have any stocks in utilities or healthcare sectors. I have about $20,000 to invest. Can you please suggest some good stocks in these sectors?
Thanks, Jill

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Read Answer Asked by Jill on May 24, 2018

• BMO Equal Weight US Banks Index ETF (ZBK $44.35)
  • $44.35 P/E (TTM): 12.09X Cap: $653M
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Q: Which ETF would you prefer based on currency at this time ZBK or ZUB?

thanks

Kim

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Read Answer Asked by kim on May 24, 2018