Investment Q&A

• Real Matters Inc. (REAL $6.33)
  • $6.33 P/E (TTM): 210.54X Cap: $469M
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Q: Real is trading under $7 today. Would you consider it a buy that this price?

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Read Answer Asked by George on May 02, 2018

• CVS Health Corporation (CVS $70.97)
  • $70.97 P/E (TTM): 19.57X Cap: $90.01B
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Q: Hi all,

Comments please on the latest results and outlook?

Thanks for the great service!

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Read Answer Asked by Stephane on May 02, 2018

• Owens Corning Inc New (OC $152.32)
  • $152.32 P/E (TTM): 21.7X Cap: $12.53B
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Q: Can you please tell me what is the reason for the drop in the stock price of Owens Corning, and if should be alarmed as a Shareholder? Also should I be keeping it, adding to it or selling it?
Thank you
Marilyn

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Read Answer Asked by Marilyn on May 02, 2018

• Methanex Corporation (MX $46.82)
  • $46.82 P/E (TTM): 10.04X Cap: $3.15B
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• CAE Inc. (CAE $37.72)
  • $37.72 P/E (TTM): 29.75X Cap: $12.09B
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• Western Forest Products Inc. (WEF $12.47)
  • $12.47 Cap: $135M
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Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine

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Read Answer Asked by Antoine on May 02, 2018

• Concordia Healthcare (CXR)
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Q: Thanks for explaining the Concordia news release. If the shares are essentially worthless, why is anyone buying today? I had a few shares in two accounts and they were snapped up at .45 as have many other trades. What are the buyers going to do with them if they have such a minute value?
Thanks.

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Read Answer Asked by Steven on May 02, 2018

• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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• Skyworks Solutions Inc. (SWKS $74.93)
  • $74.93 P/E (TTM): 29.34X Cap: $11.12B
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• American Tower Corporation (REIT) (AMT $206.65)
  • $206.65 P/E (TTM): 73.6X Cap: $96.76B
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• Crown Castle Inc. (CCI $102.42)
  • $102.42 Cap: $44.60B
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• Baylin Technologies Inc. (BYL $0.33)
  • $0.33 Cap: $50M
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Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks

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Read Answer Asked by Aubrey on May 02, 2018

• Fortis Inc. (FTS $69.66)
  • $69.66 P/E (TTM): 20.63X Cap: $35.16B
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• First National Financial Corporation (FN $48.26)
  • $48.26 P/E (TTM): 15.79X Cap: $2.89B
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Q: May I have your comments on the recent results for FTS and FN. Thank you

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Read Answer Asked by Margot on May 02, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Greetings.

Can I get you to comment on Stars Group's balance sheet and their growth prospects? What multiple is TSGI trading at and can you compare that with the industry average. What accounts for the difference in valuation between the two?

Thanks.

John

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Read Answer Asked by john on May 02, 2018

• Molson Coors Beverage Company Class B (TAP $51.55)
  • $51.55 P/E (TTM): 10.35X Cap: $10.10B
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Q: Good morning,

Looking for your view after earnings release and 11% decline- is this an entry point after what seems to be an outsized reaction.

Thank you

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Read Answer Asked by Brad on May 02, 2018

• Rogers Sugar Inc. (RSI $6.40)
  • $6.40 P/E (TTM): 14.43X Cap: $819M
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Q: Hi Team,
Rogers Sugars stock is falling more than 10% today. I am following it as a possible defensive income stock to add to my portfolio ... Is it a good time to buy the stock?
What is your evaluation of the stock as of today and your explanations on the reasons behind today's big drop.

Thank you.

Michel

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Read Answer Asked by Michel on May 02, 2018

• Concordia Healthcare (CXR)
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Q: Please explain your impression of the Concordia news this morning.
Thank you.

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Read Answer Asked by Steven on May 02, 2018

• Rogers Sugar Inc. (RSI $6.40)
  • $6.40 P/E (TTM): 14.43X Cap: $819M
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Q: What are your thoughts on RSI released earnings, view forward and downgrades? With a 2/3 position should I average down, sell or ride it out?

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Read Answer Asked by Craig on May 02, 2018

• Rogers Sugar Inc. (RSI $6.40)
  • $6.40 P/E (TTM): 14.43X Cap: $819M
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Q: Just looking for some commentary on last night's earnings release and the subsequent drop in share price. Cheers.

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Read Answer Asked by George on May 02, 2018

• TC Energy Corporation (TRP $70.93)
  • $70.93 P/E (TTM): 17.29X Cap: $72.40B
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Q: Does this dividend cut they are referring to this morning on bnn effect trp’s dividend???

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Read Answer Asked by Scott on May 02, 2018

• Cineplex Inc. (CGX $10.74)
  • $10.74 Cap: $681M
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Q: How was their 1st quarter? thx

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Read Answer Asked by Tom on May 02, 2018

• Miscellaneous (MISC)
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Q: For investors living on 4% of portfolio income and growth is there any difference between withdrawing 1/3% monthly or 1% quarterly or 2% semiannually or 4% annually or would the result be the comparable?

If the portfolio is entirely invested in a US index ETF such as SPY or VOO, is it likely to grow over the long run?

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Read Answer Asked by Milan on May 02, 2018

• The Boeing Company (BA $225.00)
  • $225.00 Cap: $175.73B
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• Cummins Inc. (CMI $402.21)
  • $402.21 P/E (TTM): 19.68X Cap: $55.38B
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• GE Aerospace (GE $265.93)
  • $265.93 P/E (TTM): 37.36X Cap: $284.67B
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Q: I am interested in buying Cummins for a long term (5-10 year) hold, or a comparable industrial in USF. Honeywell is my only other USF industrial. Could you please give me your opinion on purchasing it on the fall, or recommend other industrials, with a at least a small dividend.
Your advise is always appreciated!

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Read Answer Asked by Susan on May 02, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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Q: Just for my understanding, what is it about SHOP that makes it so appealing? Looking at their financials, their costs have ramped up almost as much as their revenue. Revenue has grown 1600% over 5 years but they still haven't turned a profit. With revenues approaching 1 Billion, in order to achieve a reasonable P/E of say 25 based on today's price, they would need to increase earnings from a loss of 0.53 per share , to a profit of 8.00 (based on FY17), which represents revenue of 743B! I know the math isn't precise, but I think it illustrates my point.

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Read Answer Asked by Rick on May 02, 2018

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.42)
  • $20.42 Cap: $525M
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Q: What is your long term view of chorus aviation?

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Read Answer Asked by Gary on May 02, 2018

• Westrock Company (WRK)
  • P/E (TTM): 43.61X Cap: $13.29B
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Q: Can I please get your opinion of Westrock (WRK). The stock recently seems to be under some selling pressure.

Thanks

Dave

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Read Answer Asked by David on May 02, 2018