Investment Q&A

• BCE Inc. (BCE $33.55)
  • $33.55 P/E (TTM): 74.41X Cap: $31.39B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.23)
  • $49.23 P/E (TTM): 18.37X Cap: $26.66B
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• TELUS Corporation (T $22.70)
  • $22.70 P/E (TTM): 35.89X Cap: $34.84B
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Q: Which Canadian companies can China hurt the most especially with these new charges against Huawei. today. How does Sunlife and Manulife fit into this question?
Thanks, James

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Read Answer Asked by JAMES on February 14, 2020

• Finning International Inc. (FTT $57.29)
  • $57.29 P/E (TTM): 12.46X Cap: $7.64B
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Q: if you could comment on recent earnings please. Also, given the drop, if a person is bullish on the Teck project getting an ok would this be a good time to step in?

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Read Answer Asked by Robert on February 14, 2020

Q: Your comments on their results. Is there a stock split? Thank you

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Read Answer Asked by Margot on February 14, 2020

• Bausch Health Companies Inc. (BHC $10.00)
  • $10.00 P/E (TTM): 29.4X Cap: $3.74B
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Q: Hi,

BHC will be reporting in about 7 days or so , if I am not mistaken.

May I please get your opinion on this stock.

Thanks,

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Read Answer Asked by ilie on February 14, 2020

• Wells Fargo & Company (WFC $80.76)
  • $80.76 P/E (TTM): 14.2X Cap: $253.52B
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Q: hello 5i:
WFC should now be showing signs of stability in their turnaround, if such a thing is going to happen. Can you comment on this subject, on their valuation compared to other US banks, and to how you view them today. I understand that JPM is your favourite, but it looks pricey to me.
thanks
Paul L

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Read Answer Asked by Paul on February 14, 2020

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.24)
  • $5.24 P/E (TTM): 22.96X Cap: $232M
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• Exco Technologies Limited (XTC $6.78)
  • $6.78 P/E (TTM): 10.97X Cap: $261M
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Q: I have held these stocks for a few years and am underwater in all of them.
They all pay a small dividend.Should I take my lumps and move on .
Take whatever credits required.
Chester

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Read Answer Asked by Chester on February 14, 2020

• ServiceNow Inc. (NOW $933.67)
  • $933.67 P/E (TTM): 114.94X Cap: $195.38B
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Q: Please provide your analysis of this company. Is it a buy?

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Read Answer Asked by Larry M. on February 14, 2020

• T-Mobile US Inc. (TMUS $242.72)
  • $242.72 P/E (TTM): 23.87X Cap: $273.36B
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Q: The purchase of Sprint by T-Mobile was approved. The stock is at a new high on the news. Would this be a good time to buy? Can you please advise if analysts’ target revisions support the current price, are earnings expected to accelerate or have there been earnings suprises recently? Grateful if you would also advise on free cashflow, debt, and whether it is expecting a lot of growth from 5G. Thanks again for your valued views and insights.

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Read Answer Asked by TOM on February 14, 2020

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.15B
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• iShares Short Treasury Bond ETF (SHV $110.24)
  • $110.24 Cap: $20.80B
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Q: I have created a fair amount of cash in CDN and US funds. I probably won't invest until after a correction. Can you recommend parking spots for each that would give liquidity and some return while I wait.

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Read Answer Asked by hal on February 14, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.24)
  • $5.24 P/E (TTM): 22.96X Cap: $232M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.82)
  • $14.82 P/E (TTM): 20.19X Cap: $421M
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Q: Good Morning, please comment on recent earnings report from Peller. Do you like this security or better to look elsewhere for a small cap with good upside and minimal risk. Rob

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Read Answer Asked by Robert on February 14, 2020

• Firan Technology Group Corporation (FTG $12.50)
  • $12.50 P/E (TTM): 22.61X Cap: $319M
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Q: Please comment on FTG's Q4.

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Read Answer Asked by sandy on February 14, 2020

• Sylogist Ltd. (SYZ $7.59)
  • $7.59 Cap: $176M
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Q: Can you provide comments on SYZ financials released Feb 13. How does the one time big compensation payments affect share price in the future? Is SYZ a sell, hold or buy and why.

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Read Answer Asked on February 14, 2020

• Sylogist Ltd. (SYZ $7.59)
  • $7.59 Cap: $176M
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Q: Please comment on Q1 results released today & its effect on share price going forward.Txs for u usual great views & services

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Read Answer Asked by Peter on February 14, 2020

• Barrick Mining Corporation (ABX $40.43)
  • $40.43 P/E (TTM): 17.98X Cap: $68.35B
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Q: Your thought on Abx , is it better valued than KL currently? Thanks as always.

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Read Answer Asked by Hue on February 14, 2020

• Enbridge Inc. (ENB $66.98)
  • $66.98 P/E (TTM): 23.5X Cap: $145.58B
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Q: What do you think about Jim Cramer's comments that fossil fuels are dead? With all the pipeline protests and endowment funds divesting of fossil fuel investments, it seems there is limited long term growth for these companies. Should one divest of pipeline and fossil fuel stocks and instead go towards renewables? Considering that millennials will be the next big wave of investors, and they tend to be anti fossil fuels. Could you provide some ETFs that are focused on renewables?

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Read Answer Asked by Dennis on February 14, 2020

• Alphabet Inc. (GOOG $239.94)
  • $239.94 P/E (TTM): 25.07X Cap: $2.83T
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• NVIDIA Corporation (NVDA $170.76)
  • $170.76 P/E (TTM): 53.88X Cap: $4.08T
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• Constellation Software Inc. (CSU $4,582.11)
  • $4,582.11 P/E (TTM): 114.09X Cap: $97.04B
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• Kinaxis Inc. (KXS $189.65)
  • $189.65 P/E (TTM): 161.07X Cap: $5.37B
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• The Trade Desk Inc. (TTD $52.40)
  • $52.40 P/E (TTM): 62.73X Cap: $25.43B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
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Q: Due to fortunate timing following some great advice (thanks 5I!!) combined with the recent market surge, we find ourselves overweight in Tech. With relatively equal weighting, which of these 7 companies (if any) would you consider selling? In what order?

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Read Answer Asked by Stan on February 13, 2020

• Methanex Corporation (MX $53.64)
  • $53.64 P/E (TTM): 11.44X Cap: $3.62B
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• Kinaxis Inc. (KXS $189.65)
  • $189.65 P/E (TTM): 161.07X Cap: $5.37B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $20.63)
  • $20.63 P/E (TTM): 97.63X Cap: $2.02B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
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Q: I started half positions in these company’s last week. Do you think it would be best to buy full positions now or wait for a little pullback?

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Read Answer Asked by sean on February 13, 2020

• TELUS Corporation (T $22.70)
  • $22.70 P/E (TTM): 35.89X Cap: $34.84B
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Q: Why would a company like telus do a stock split at its somewhat low price? Usually stocks don't split in this price range.

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Read Answer Asked by Ronald on February 13, 2020

• Medical Facilities Corporation (DR $14.89)
  • $14.89 P/E (TTM): 3.13X Cap: $284M
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Q: Is the dividend sustainable (7%) and what do they think of the long term prospects of this company?

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Read Answer Asked by Ian on February 13, 2020

• goeasy Ltd. (GSY $209.05)
  • $209.05 P/E (TTM): 12.9X Cap: $3.42B
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Q: Having digested the information in the just released Q4, would you say "more enthusiastic" or "less enthusiastic" regarding the prospects of this equity going forward? Why?

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Read Answer Asked by Harry on February 13, 2020