Investment Q&A

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

Q: Marylin question.
I use this web site for dividende growth http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Publish as you which

Upvote 0

Read Answer Asked by Djamel on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
  • View ZZZ Profile
  • View Questions on ZZZ

Q: Why the sell off in ZZZ this morning?
Results seemed to me to be okay. Your comments please

Upvote 0

Read Answer Asked by Rudy on August 03, 2017

• Grayscale Bitcoin Trust (GBTC $83.34)
  • $83.34 Cap: $19.03B
  • View GBTC Profile
  • View Questions on GBTC

Q: Hi 5i do you have any suggested companies either start ups or mature that can be invested in for exposure to blockchain or crypto currency like bitcoin,ethereum

Thanks

Upvote 0

Read Answer Asked by Kolbi on August 03, 2017

• Kinder Morgan Canada Limited restricted voting shares (KML $14.91)
  • $14.91 P/E (TTM): 42.6X Cap: $1.73B
  • View KML Profile
  • View Questions on KML

Q: Analysts seem united in valuing KML in the mid $20 if pipeline is completed. Using comparable metrics( ENB ?, TRP?, Other? ) what would be value of shares if pipeline did not get built?
Thank you.

Upvote 0

Read Answer Asked by JACK on August 03, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.

SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2

Comments? Also what is the source of the adjustments?

Upvote 0

Read Answer Asked by Jeff on August 03, 2017

• Avante Corp. (XX $0.97)
  • $0.97 Cap: $25M
  • View XX Profile
  • View Questions on XX

Q: Please comment on the current and year results for XX. Thanks

Upvote 0

Read Answer Asked by george on August 03, 2017

• Currency Exchange International Corp. (CXI $24.00)
  • $24.00 P/E (TTM): 15.85X Cap: $148M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI
• 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 hold a small amount of CXI and after about 2 years I neither up nor down and am tired of "waiting". I'm thinking of switching to GS, which I think you're warming up to with its litigation behind.

Is this a reasonable switch?

Upvote 0

Read Answer Asked by Cameron on August 03, 2017

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

Q: can you please comment on this company.. what they do,their competition and outlook going forward? Is this a long term buy?

many thanks

Upvote 0

Read Answer Asked by adam on August 03, 2017

• Apollo Global Management Inc. (APO $123.45)
  • $123.45 P/E (TTM): 23.26X Cap: $70.61B
  • View APO Profile
  • View Questions on APO

Q: Greetings 5i,

What are your thoughts on Apollo Global mgt? I've done quite well with it up 28% now since buying earlier this year. About 5% of my portfolio now.

Cheers!

Upvote 0

Read Answer Asked by Duane on August 03, 2017

• Surge Energy Inc. (SGY $6.56)
  • $6.56 P/E (TTM): 14.5X Cap: $650M
  • View SGY Profile
  • View Questions on SGY

Q: Hi 5i - can you please comment on Surge Energy's quarterly report? Thanks, Neil

Upvote 0

Read Answer Asked by Neil on August 03, 2017

• Altus Group Limited (AIF $56.78)
  • $56.78 P/E (TTM): 6.68X Cap: $2.44B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Can u please comment on recent earnings and do u feel this is a good entry point? Thx

Upvote 0

Read Answer Asked by Patrick on August 03, 2017

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

Q: can you refer to a few hedge funds or managers that generally produce excellent results year over year?
i like dkam but they are closed for new investments.

Upvote 0

Read Answer Asked by Gary on August 03, 2017

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $205.85)
  • $205.85 P/E (TTM): 12.68X Cap: $1.40B
  • View LAS.A Profile
  • View Questions on LAS.A

Q: Reason of recent weakness in the price. I want to add to my small cap name.
Thanks

Upvote 0

Read Answer Asked by Piyush on August 03, 2017

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.40B
  • View AC Profile
  • View Questions on AC

Q: Can I get your opinion on Air Canada?

Upvote 0

Read Answer Asked by Scott on August 03, 2017

• CI Investment Grade Bond ETF (FIG $9.64)
  • $9.64 Cap: $153M
  • View FIG Profile
  • View Questions on FIG

Q: Do you have any thoughts on this ETF?

Upvote 0

Read Answer Asked by Gregory on August 03, 2017

• Cineplex Inc. (CGX $12.45)
  • $12.45 Cap: $789M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Once again, 5i proves prescient. I'm not sure what you got for your CGX shares but I sold when you did at $51.50. At today's value ($45.10) I saved over 12%. Thanks guys!

Upvote 0

Read Answer Asked by Fred on August 03, 2017

• Vanguard Total International Stock (VXUS $74.81)
  • $74.81 P/E (TTM): 0.75X Cap: $82.83B
  • View VXUS Profile
  • View Questions on VXUS

Q: Please recommend some USD non-US global ETF options for large cap dividend payers. I would appreciate pros/cons of any recommendations from your perspective. Please deduct the appropriate number of credits.

Upvote 0

Read Answer Asked by Joel on August 03, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: Hi Peter and Team,
Can you please comment on earning, outlook and valuation of CRH. Is it a good name to buy this stock at these levels
Thanks

Upvote 0

Read Answer Asked by Victor on August 03, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
  • View OCLR Profile
  • View Questions on OCLR

Q: Could you please give your opinion on Oclaro? Do you like their results released today, and would you continue to hold?
Many thanks.

Upvote 0

Read Answer Asked by Mary on August 03, 2017

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 75.02X Cap: $54.74B
  • View CLS Profile
  • View Questions on CLS

Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks

Upvote 0

Read Answer Asked by Piyush on August 03, 2017