Investment Q&A

• Alacer Gold Corp. (ASR $9.47)
  • $9.47 P/E (TTM): 18.48X Cap: $2.79B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Wesdome Gold Mines Ltd. (WDO $17.72)
  • $17.72 P/E (TTM): 14.15X Cap: $2.66B
  • View WDO Profile
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Q: Hi there,

I already own a position in KL and was looking to either split the position and put the other half in a small cap gold. Which would you recommend? I was thinking ASR or WDO - or is there a better option than these 2 names?

Thank you!

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Read Answer Asked by Michael on October 31, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: What do you think of offer for ITC just announced? Is it fair value? Should the stock move up to the $1.68 point? Any chance of another offer coming along?

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Read Answer Asked on October 31, 2019

• Meta Platforms Inc. (META $771.99)
  • $771.99 P/E (TTM): 29.85X Cap: $1.93T
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• Twilio Inc. Class A (TWLO $130.22)
  • $130.22 Cap: $19.95B
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Q: Could I have your thoughts on earnings for both Twilio and Facebook?

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Read Answer Asked by Michael on October 31, 2019

• Twilio Inc. Class A (TWLO $130.22)
  • $130.22 Cap: $19.95B
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Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 31, 2019

• Maple Leaf Foods Inc. (MFI $29.46)
  • $29.46 P/E (TTM): 38.79X Cap: $3.65B
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Q: MFI is down again this morning. If the stock is down due to a number of "one time" events/costs, is this a good time to buy?

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Read Answer Asked by Jack on October 31, 2019

• Vermilion Energy Inc. (VET $10.81)
  • $10.81 Cap: $1.67B
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Q: Hello,
Could you pls comment on VET Q3 results. Is VET cheap compare its past valuation and its peers?
Thanks
Victor

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Read Answer Asked by Victor on October 31, 2019

• Suncor Energy Inc. (SU $53.91)
  • $53.91 P/E (TTM): 10.92X Cap: $66.17B
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• Methanex Corporation (MX $45.98)
  • $45.98 P/E (TTM): 11.35X Cap: $3.09B
  • View MX Profile
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Q: Hi Guys, Your comments please on MX and SU earnings reports from yesterday. Do the reports give you a reason to like these stocks more or less than you would have prior to reporting?
Thanks
Rob

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Read Answer Asked by Robert on October 31, 2019

• Methanex Corporation (MX $45.98)
  • $45.98 P/E (TTM): 11.35X Cap: $3.09B
  • View MX Profile
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Q: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.

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Read Answer Asked by Geoffrey on October 31, 2019

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Why the big drop in the price today?

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Read Answer Asked by Vern on October 31, 2019

• Vermilion Energy Inc. (VET $10.81)
  • $10.81 Cap: $1.67B
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Q: Please comment on the quarter. I note the company's commentary is very plainly stressing that they will continue with the dividend at current levels. Thanks Greg

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Read Answer Asked by Greg on October 31, 2019

• Xylem Inc. New (XYL $143.62)
  • $143.62 P/E (TTM): 38.71X Cap: $34.95B
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Q: what is your opinion on xyl. I understand it is being punched today due to poor earnings and guidance. Comments

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Read Answer Asked by Donna on October 31, 2019

• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.26X Cap: $29.49B
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Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks

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Read Answer Asked by rajeev on October 31, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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Q: Good Morning all;
With the rather positive quarter numbers released today, what is your opinion of this company going forward? Any catalysts that you see going forward? Thanks!

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Read Answer Asked by Jerry on October 31, 2019

• Yangarra Resources Ltd. (YGR $1.03)
  • $1.03 P/E (TTM): 4.55X Cap: $103M
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Q: WIth the Q3 report just out, have any of the team had a chance to read the report?
I see capex spending will go up by 10 million for this year, Cashflows are positive along with net income, I guess that might be the best we can ask for in the oil sector. What are your thoughts of the report?

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Read Answer Asked by Barry on October 31, 2019

• Firm Capital Property Trust (FCD.UN $6.05)
  • $6.05 P/E (TTM): 9.93X Cap: $223M
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• Firm Capital Mortgage Investment Corporation (FC $11.81)
  • $11.81 P/E (TTM): 44.22X Cap: $433M
  • View FC Profile
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Q: Are these two companies related. If so, how would yourate FCD for income? I own a full position in FC. Thanks.

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Read Answer Asked by David on October 31, 2019

• Western Forest Products Inc. (WEF $13.25)
  • $13.25 Cap: $139M
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Q: Any idea as to why there is slight jump over the last few days. Wondering if I should continue to hold for a bit even though I'm down 40%

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Read Answer Asked by Colleen on October 31, 2019

• Synchrony Financial (SYF $69.45)
  • $69.45 P/E (TTM): 8.48X Cap: $25.83B
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Q: What is you opinion on this stock as an alternative to VISA or Mastercard.

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Read Answer Asked by RALPH on October 31, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.18B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.65)
  • $18.65 Cap: $829M
  • View XLB Profile
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• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.16)
  • $83.16 P/E (TTM): 412.13X Cap: $53.25B
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• iShares 20+ Year Treasury Bond ETF (TLT $87.82)
  • $87.82 Cap: $48B
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Q: Hello 5i team,
My portfolios are mostly stocks and with a possible recession coming next year, I would like to purchase bond ETFs for both my CDN and U.S. portfolios. At this point would you recommend long or short or ultra short ETFs? and could you suggest a couple of each ( CDN and U.S)? Thanks Carlo

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Read Answer Asked by Carlo on October 31, 2019

• Zymeworks Inc. (ZYME $12.41)
  • $12.41 Cap: $864M
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Q: Your thoughts on this company? Thanks

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Read Answer Asked by Charles on October 31, 2019

Q: see question below I send you last week -unfortunately I neglected to ask for recommendations on the sectors you identified could you please attach several stock/etf recommendations to your answer. Thanks


I want to get more defensive going fwd I suspect Utilities + consumer staples should be increased are ETFs or individual stocks the way to go?. What other sectors/ stocks should be favored thanks
Asked by Terence on October 28, 2019

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Read Answer Asked by Terence on October 31, 2019