Investment Q&A

• Applied Optoelectronics Inc. (AAOI $29.98)
  • $29.98 Cap: $1.86B
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Q: I receive email alerts for the stocks I own or are thinking of buying through Seeking Alpha. Harned Khorstand put out a sell on AAOI saying the stock was going to $25.00 and he gave the reasons why. What do you make of this? Thanks Dennis

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Read Answer Asked by Dennis on August 17, 2017

• AltaGas Ltd. (ALA $43.12)
  • $43.12 P/E (TTM): 16.35X Cap: $12.90B
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Q: Everyone is worried about the acquisition of WGL. What is the big deal if the acquisition does not go through? Besides the one time cost associated with the acquisition, is there any other impact to ALA?

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Read Answer Asked by Amin on August 17, 2017

• Biogen Inc. (BIIB $147.72)
  • $147.72 P/E (TTM): 13.99X Cap: $21.65B
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• Gilead Sciences Inc. (GILD $121.46)
  • $121.46 P/E (TTM): 24.67X Cap: $150.70B
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• Miscellaneous (MISC)
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Q: I have room in my TFSA to add one or 2 growth stock in U.S healthcare sector. Are there any names that stand out to you?

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Read Answer Asked by Jerry on August 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: things seem to aligning for TV in terms of increase demand for zinc but not enough supply. Bought in based on the addition to the growth portfolio. As this is a cyclical stock do these cycle last for years or should one be planning to exit once a meaningful gain is realized?

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Read Answer Asked by Sal on August 17, 2017

• Western Forest Products Inc. (WEF $12.01)
  • $12.01 Cap: $126M
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• CareRx Corp Com (CHH)
  • Cap: $93M
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Q: I have held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All

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Read Answer Asked by Warren on August 16, 2017

• Kinaxis Inc. (KXS $178.56)
  • $178.56 P/E (TTM): 149.4X Cap: $5.04B
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Q: David Burroughs just recommended selling due to problems with Samsung - do you concur ?

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Read Answer Asked by Glenn on August 16, 2017

• PrairieSky Royalty Ltd. (PSK $25.29)
  • $25.29 P/E (TTM): 27.13X Cap: $5.88B
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Q: What are your thoughts on PSK at the moment? Got shares free some time ago due to CNQ holdings. Wondering if worth holding and/or buying more.

H

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Read Answer Asked by Helen on August 16, 2017

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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• Cardinal Health Inc. (CAH $159.52)
  • $159.52 P/E (TTM): 24.6X Cap: $38.09B
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Q: I hold a half position in each of ABC and CAH, am underwater on both, moreso on CAH. Please summarize your view on the US drug wholesale business going forward, and, provide the decision metrics for dropping one and increasing the position size on the other.

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Read Answer Asked by David on August 16, 2017

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: What do you think of Gear Energy's recent results and it's prospects going forward? Can you speculate on when/if the Canadian energy companies, in general, will regain investor interest?
Thanks.

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Read Answer Asked by Steven on August 16, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Is this a good entry point? TX

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Read Answer Asked by hugh on August 16, 2017

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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Q: Hi, do you thing FR is still the best way to have exposure to a silver company or are there operational issues causing the weakness? If you had to pick a your top silver company right now what would it be?

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Read Answer Asked by Kel on August 16, 2017

• Ikkuma Resources Corp (IKM $0.46)
  • $0.46 Cap: $50M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• DIRTT Environmental Solutions Ltd. (DRT $0.87)
  • $0.87 P/E (TTM): 20.45X Cap: $164M
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• IMV Inc. (IMV $1.12)
  • $1.12 Cap: $13M
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• Great Plains Metals Corp. (GPS $0.13)
  • $0.13 Cap: $4M
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Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?

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Read Answer Asked by DAVE on August 16, 2017

• Miscellaneous (MISC)
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Q: Every few months someone writes in with "disappointed" comments about the service provided by 5I. These people should realize that for a few dollars we have access to professional experienced market advice/comments with no strings attached. This is very valuable and rare. Use this information, or not, to increase your market knowledge, purchase/sell stocks but do stay diversified. No one can predict outcomes or know the vagaries of the market. Keep up the good work! Gord

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Read Answer Asked by gord on August 16, 2017

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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• Conifex Timber Inc. (CFF $0.23)
  • $0.23 Cap: $9M
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Q: CWX & Cff. Your opinion. Which is a better buy ? Thank you

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Read Answer Asked by Kamal on August 16, 2017

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Can you address the status of the legal problems that Pretium has (or had)? I thought the Brucejack mine had a copper component as well some silver or was that part of their Hope Bay deposit.

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Read Answer Asked by Charles on August 16, 2017

• Edgewater Wireless Systems Inc. (YFI $0.05)
  • $0.05 Cap: $11M
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Q: Do you think this company has a promising technology? They had a non-brokered financing that ends Oct. 31. It appears to be consolidating. What do you think?

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Read Answer Asked by Anthony on August 16, 2017

• Newfoundland Capital Corporation Limited Class A Subordinate Voting Shares (NCC.A $14.31)
  • $14.31 P/E (TTM): 13.8X
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Q: Can you comment on Newfoundland Capital Corp. It screens very well for me.

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Read Answer Asked by Andrew on August 16, 2017

• Descartes Systems Group Inc. (The) (DSG $135.61)
  • $135.61 P/E (TTM): 57.6X Cap: $11.65B
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Q: Comments please on the latest acquisition please.
Thx

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Read Answer Asked by blake on August 16, 2017

• Stantec Inc. (STN $157.17)
  • $157.17 P/E (TTM): 41.78X Cap: $17.92B
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Q: Hi,

Recent earnings and organic growth seemed decent. Can you comment on the recent earnings and give me your outlook for a 3-5 year hold?

Thanks,
R

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Read Answer Asked by Ramin on August 16, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: first valiant, then crh, now pli not doing so well in this sector..
is it time to unload my prometic?

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Read Answer Asked by Neil on August 16, 2017