Investment Q&A

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: I have unfortunately bought at the high of 2015 and am even money on this one after 3 years. They appear to be doing all the right things but market's reaction isn't there.

Do you feel there will be a market catalyst on this one or would the money be better served elsewhere?

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Read Answer Asked by Wes on September 21, 2018

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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Q: I have made a nice profit so far on a small position in my TFSA. What are your thoughts about the next year with PL. Thanks

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Read Answer Asked by Donna on September 21, 2018

• Cerner Corporation (CERN)
  • P/E (TTM): 46.72X Cap: $27.91B
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• Heliogen Inc Com (ATHN)
  • P/E (TTM): -41.8X Cap: $328M
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Medical technology was mentioned as high growth in a recent article, do you have any comments on companies this area and specifically Teladoc..
Love your service

Bill

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Read Answer Asked by William on September 21, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: Considering potential growth and possible risk, what % position would you think prudent for ATVI? My holdings are fairly balanced except 0% in BM.
Thank you.

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Read Answer Asked by Harvey on September 21, 2018

• Fortinet Inc. (FTNT $84.65)
  • $84.65 P/E (TTM): 33.59X Cap: $64.61B
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• Palo Alto Networks Inc. (PANW $203.96)
  • $203.96 P/E (TTM): 126.09X Cap: $135.36B
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• The Trade Desk Inc. (TTD $49.64)
  • $49.64 P/E (TTM): 56.8X Cap: $23.04B
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Q: 5i
Would you choose panw or ftnt or half of both .
Also are you familiar with chgg and ttd . Would they be a buy for a TFSA or would you suggest something else ?
I have a large amt of cash to deploy in two TFSA accts . What would be your top 10-12 picks currently ? (CD or US )
Please deduct 2-3 points .
Thanks
Bill C

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Read Answer Asked by Bill on September 21, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Who are RHT competitors ? Are they established or public companies ? What differentiate them from their competitors ? Thank you !

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Read Answer Asked by Pierre on September 21, 2018

• Sylogist Ltd. (SYZ $7.15)
  • $7.15 Cap: $167M
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Q: Hi, In addition to reason cited for recent spike in stock price, per your response to John's question, Sylogist was also upgraded by Cormark (the only brokerage covering this co.) on Sep 18 to Top Pick from Buy and price target raised to $18 from $16. The analyst also raised the full year EPS forecast to $0.50 for FY2019 and $0.62 for FY2020. Thanks

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Read Answer Asked by rajeev on September 21, 2018

• Kinaxis Inc. (KXS $177.80)
  • $177.80 P/E (TTM): 147.23X Cap: $4.95B
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• Open Text Corporation (OTEX $52.51)
  • $52.51 P/E (TTM): 22.86X Cap: $13.27B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.46)
  • $207.46 P/E (TTM): 79.35X Cap: $253.89B
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Q: I need to raise a bit of cash, and would like to take it from the Tech Sector which is a 23% weighting in my portfolio. I have 9 tech stocks in total. The top 4 largest holdings (approx 15% each of my tech holdings but none of them exceed 5% of my total portfolio) are KXS, OTEX, SHOP , SYZ.
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !

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Read Answer Asked by Alexandra on September 21, 2018

• Trican Well Service Ltd. (TCW $6.18)
  • $6.18 P/E (TTM): 11.35X Cap: $1.10B
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Q: Any idea why the volatility on tcw? The price is getting more compelling. Thanks

Scott

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Read Answer Asked by scott on September 21, 2018

• Pason Systems Inc. (PSI $11.92)
  • $11.92 P/E (TTM): 13.43X Cap: $953M
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Q: Hi Peter and Staff

I have had several energy “related “ stocks over the years , most have left a sour taste - In my “basket “ representing a small % of my portfolio I still have HWO, SES, CEU and TDW . If I add PSI I will drop one of the above . Please deduct credits as you see for but with some detail tell me which one versus the others
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on September 21, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Will you please give your thoughts on their 1/4ly report.
Many Thanks

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Read Answer Asked by Greg on September 21, 2018

• Sun Life Financial Inc. (SLF $82.68)
  • $82.68 P/E (TTM): 15.01X Cap: $46.66B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.60)
  • $6.60 P/E (TTM): 21.32X Cap: $704M
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• VersaBank (VBNK $17.48)
  • $17.48 P/E (TTM): 19.2X Cap: $562M
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Q: Aside from the Canadian banks, what are you favorite financial stocks? Thank you

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Read Answer Asked by christianne on September 21, 2018

• Sylogist Ltd. (SYZ $7.15)
  • $7.15 Cap: $167M
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Q: Hi Peter and 5i team,
I own some shares of Sylogist in my TFSA . The stock has been performing well lately, hitting 52 week highs. I don’t see any recent news about the company . Has 5i uncovered anything?
Thanks,

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Read Answer Asked by john on September 21, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.47)
  • $13.47 P/E (TTM): 7.16X Cap: $1.04B
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• Horizons Active Floating Rate Preferred Share ETF (HFP)
  • Cap: $45M
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Q: Do rate reset preferred shares fare well as interest rares rise? Can you recommend any shares or an ETF?

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Read Answer Asked by James on September 21, 2018

• SPDR Gold Shares ETF (GLD $352.46)
  • $352.46 Cap: $120.42B
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• Sprott Physical Gold Trust Unit (PHYS $29.32)
  • $29.32 P/E (TTM): 24.9X Cap: $11.60B
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Q: Hi 5i Team,
My question is about how to invest in commodities as a buy and hold retail investor. I read in Tony Robbin's book about Ray Dalio's all weather portfolio that it allocates 7.5% to commodities and 7.5% to precious metals. These two asset classes are supposed to protect a portfolio from accelerated inflation. Is this statement accurate?

Thanks for your great service.
Regards,
Danny

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Read Answer Asked by Danny on September 21, 2018

Q: Could you please give me your analysis/view on BlackRock Health Sciences CEF (BME). It appears to have a very good income and performance track record.

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Read Answer Asked by Bernie on September 21, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.21)
  • $78.21 P/E (TTM): 17.33X Cap: $13.47B
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Q: Any explanation for CCL.B's weak performance over the past while? When do they next report and what is expected?

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Read Answer Asked on September 21, 2018

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.59)
  • $61.59 Cap: $127M
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• iShares U.S. Industrials ETF (IYJ $145.18)
  • $145.18 P/E (TTM): 26.16X Cap: $1.67B
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Q: Is there a CAD version (Hedged and Unhedged) of IYJ (US Industrials)?

Bob

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Read Answer Asked by Bob on September 21, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Ceapro Inc. (CZO $0.23)
  • $0.23 Cap: $17M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Liminal BioSciences Inc. (LMNL)
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: The above listed companies have (I think) been recommended by you over the last year as small caps with growth potential. All are down in the dumps at the moment and I am wondering which, if any, would you now recommend for growth over the short term (one year)

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Read Answer Asked by Bob on September 21, 2018

• Visa Inc. (V $340.16)
  • $340.16 P/E (TTM): 32.95X Cap: $654.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I am pleasantly surprised at SQ performance. Visa is one of the most steady stock and have done well for me . I am considering trimming the gains of V to initate a half position on SQ. Would you consider this a reasonable move

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Read Answer Asked by thambirajah on September 21, 2018