Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY $21.58)
  • $21.58 P/E (TTM): 18.71X Cap: $2.20B
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Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

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Read Answer Asked by Stephen on January 24, 2020

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $26.03)
  • $26.03 P/E (TTM): 17.52X Cap: $605M
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Q: I own Boyd and BAM but I'm also interest in your thoughts on GDI? I also ownTelus, RY, ENB,AQN, BIP.un, ZLU, and TRP. I'm wondering if you think I should lighten up on these safe income stocks and go for more growth with GDI? As someone who is bad at volatility, I'm impressed with GDI's low BETA. Comments?

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Read Answer Asked by Graeme on January 24, 2020

• VIVO Cannabis Inc. (VIVO $0.03)
  • $0.03 Cap: $9M
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Q: Does this company have any hope of growing and returning to it's highest price.

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Read Answer Asked by Albert on January 24, 2020

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
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Q: Good Afternoon,
I have been following the WM - Wallbridge story, any thoughts on the drill results today? I'm not a geologist so sometimes difficult to interpret.
Thank-you

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Read Answer Asked by Chris on January 24, 2020

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
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Q: Could I have your assessment of WM? What about balance sheet, management, insider ownership, etc...?

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Read Answer Asked by Hue on January 24, 2020

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 17.5X Cap: $66M
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• CSX Corporation (CSX $35.23)
  • $35.23 P/E (TTM): 21.87X Cap: $65.67B
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• CVS Health Corporation (CVS $64.88)
  • $64.88 P/E (TTM): 18.28X Cap: $82.28B
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• Diagnos Inc. (ADK $0.28)
  • $0.28 Cap: $28M
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• Chase Corporation (CCF)
  • P/E (TTM): 34.98X Cap: $1.21B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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• NuGen Medical Devices Inc Com (BZBZ.P $0.17)
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• Athabasca Minerals Inc. (AMI $0.14)
  • $0.14 Cap: $10M
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Q: Ignoring taxes, cash requirements and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of the following would it be prudent to currently sell, buy, or hold? Thank you.

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Read Answer Asked by Harold on January 24, 2020

• Edwards Lifesciences Corporation (EW $78.16)
  • $78.16 P/E (TTM): 11.19X Cap: $45.88B
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• Gamehost Inc. (GH $11.45)
  • $11.45 P/E (TTM): 12.23X Cap: $239M
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• WELL Health Technologies Corp. (WELL $4.81)
  • $4.81 Cap: $1.19B
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• Repligen Corporation (RGEN $111.88)
  • $111.88 Cap: $6.29B
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Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• BILL Holdings Inc. (BILL $39.12)
  • $39.12 Cap: $4.30B
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Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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Q: Please comments current status of Rnx and Nvo, debt, ownership, cost per ounce produced, cash flow, revenue, good growth potential? Compare between them which one is better to buy at current price? Thanks always

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Read Answer Asked by Hue on January 24, 2020

• Forterra Inc. (FRTA)
  • P/E (TTM): 13.58X Cap: $1.61B
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Q: Hello 5i,
Please give me your assessment of Forterra. Growth, debt, management etc
Thanks
Dave

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Read Answer Asked by Dave on January 24, 2020

• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 12.74X Cap: $1.72B
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Q: Is today's price drop a buying opportunity, or is it time to throw in the towel on this company?

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Read Answer Asked by Kevin on January 23, 2020

• Micron Technology Inc. (MU $123.72)
  • $123.72 P/E (TTM): 21.34X Cap: $138.45B
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Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank

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Read Answer Asked by Frank on January 23, 2020

• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 12.74X Cap: $1.72B
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Q: Any specific reason why Birchcliff is down over 12% today, substantially more than its peers? Would note that Scotiabank provided a fairly positive report today on the company’s current status and 5-year operational plan. Thanks.

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Read Answer Asked by Thomas on January 23, 2020

• Apple Inc. (AAPL $227.18)
  • $227.18 P/E (TTM): 34.8X Cap: $3.37T
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• Costco Wholesale Corporation (COST $988.74)
  • $988.74 P/E (TTM): 57.3X Cap: $438.48B
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• Microsoft Corporation (MSFT $521.77)
  • $521.77 P/E (TTM): 38.27X Cap: $3.87T
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• Starbucks Corporation (SBUX $91.74)
  • $91.74 P/E (TTM): 39.71X Cap: $104.28B
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Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy

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Read Answer Asked by Nancy on January 23, 2020

• Boyd Group Services Inc. (BYD $190.44)
  • $190.44 P/E (TTM): 221.11X Cap: $4.08B
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Q: I have held BYD for years and for most of that time its share price has moved up on a consistent basis. However now almost every day its share price goes down. Are you aware of any reason for this downturn? Would selling be wise? There are lots of good alternatives to Boyd.

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Read Answer Asked by Peter on January 23, 2020

• FirstService Corporation (FSV $270.04)
  • $270.04 P/E (TTM): 63.65X Cap: $12.27B
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• ECN Capital Corp. (ECN $2.85)
  • $2.85 P/E (TTM): 104.04X Cap: $802M
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Q: How do these companies compare and which would you prefer for a long term investment. I am not familiar with either fsv or ecn.
Thanks for this and all the valuable advice.

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Read Answer Asked by Ron on January 23, 2020

• Ballard Power Systems Inc. (BLDP $2.48)
  • $2.48 Cap: $743M
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Q: What is your take on this company moving foward. Do you see potential growth this year

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Read Answer Asked by wilson on January 23, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U $12.32)
  • $12.32 Cap: $476M
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Q: Morning folks:
What is your opinion on this reit? Would u buy at the present level for a long term hold
Thx
Mark

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Read Answer Asked by Mark on January 23, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Have held for about a year now and up nicely so far, need your analysis on dividend safety growth prospects and tailwinds on the horizon? Echelon has it as a top 20 for 2020 with a $3.30 PT. What are your views please.
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Any thoughts on why the recent surge of trading volume at BPY? Where does such a volume increase come from? Why now?

Thanks

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Read Answer Asked by alex on January 23, 2020