Investment Q&A

• Constellation Software Inc. (CSU $4,682.15)
  • $4,682.15 P/E (TTM): 100.04X Cap: $100.09B
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• Enghouse Systems Limited (ENGH $22.53)
  • $22.53 P/E (TTM): 16.05X Cap: $1.25B
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• Boyd Group Services Inc. (BYD $190.25)
  • $190.25 P/E (TTM): 223.74X Cap: $4.13B
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Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks

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Read Answer Asked by Dennis on January 03, 2020

• Alphabet Inc. (GOOG $197.60)
  • $197.60 P/E (TTM): 21.8X Cap: $2.38T
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Q: Happy New Year Peter and 5i team,
I was thinking of adding Google to my Canadian funds TFSA. It was a recent top pick by two well known analysts on market call. They said that the company is attractively valued, has good growth potential, and good cloud business potential with growing revenues. Do you agree?
What are the consequences of holding a US stock in a can funds TFSA? Is it better to hold in an open account?
Thank you for your opinion

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Read Answer Asked by john on January 03, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I have a question about tsgi. what is the latest 12 month target for flutter? and if achieved what would be the imputed value for tsgi? also would Brexit have any negative effect on tsgi? thanks Richard

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Read Answer Asked by richard on January 03, 2020

• Fitbit Inc. Class A (FIT $6.93)
  • $6.93 Cap: $1.88B
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Q: Is FIT a good buy at $6.47 today with an offer from google to buy at $7.35 in 2020.
Thanks,
George

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Read Answer Asked by George on January 03, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi
Can you give me your opinion on maxar technologies do you see further upside in the stock? Thanks and happy new year.

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Read Answer Asked by clara on January 03, 2020

• Enghouse Systems Limited (ENGH $22.53)
  • $22.53 P/E (TTM): 16.05X Cap: $1.25B
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Q: There wasn't much info given on Enghouse's purchase of Dialogic. They acquired it for 1 times sales which seems low. Do you know if the low on that metric is offset by something like low or no profitability, slowing sales, etc?

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Read Answer Asked by sandy on January 03, 2020

• Miscellaneous (MISC)
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Q: Hello, I have heard that AirBnB will go public in 2020. Do you know when will that be? Is there a website where we can see when a new IPO is offered? Thank you, Gervais

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Read Answer Asked by Gervais on January 03, 2020

• Ubiquiti Inc. (UI $459.26)
  • $459.26 P/E (TTM): 48.08X Cap: $27.78B
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Q: May I please have your current thoughts on Ubiquiti Inc? Thank you.

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Read Answer Asked by Marco on January 03, 2020

• Gildan Activewear Inc. (GIL $71.30)
  • $71.30 P/E (TTM): 20.48X Cap: $10.98B
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• Agnico Eagle Mines Limited (AEM $186.46)
  • $186.46 P/E (TTM): 23.02X Cap: $93.56B
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Q: I'm an owner of the Balanced Equity portfolio. I had to turn over a lot of the portfolio in the second half of last year due to some transactions I was doing. I'm now back to having my cash and looking to rebuild the part of the BE portfolio I'm missing.

How do you see GIL for new purchases today? Any key BE names other than this one I should focus on now given market conditions today?

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Read Answer Asked by Marc on January 03, 2020

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
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Q: What would be your opinion of this company if oil prices averaged $70wti in 2020?

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Read Answer Asked by malcolm on January 03, 2020

• Leon's Furniture Limited (LNF $28.16)
  • $28.16 P/E (TTM): 11.94X Cap: $1.92B
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Q: LNF is nearing its 52 week high. Is it at an entry point or would it be better to wait for a pull back? Thanks.

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Read Answer Asked by Brian on January 03, 2020

• Miscellaneous (MISC)
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Q: are there any companies or equities that invest in Canadian indigenous peoples that are tax payer funded that can be invested in. have a super 2020.

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Read Answer Asked by jim on January 03, 2020

• Illumina Inc. (ILMN $94.28)
  • $94.28 Cap: $14.51B
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• Pacific Biosciences of California Inc. (PACB $1.39)
  • $1.39 Cap: $414M
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Q: Hi 5i,

Is ILMN still a good growth company now that the merger looks very unlikely? Would you still hold it or look elsewhere? If the latter, what would be a good alternative in the same industry?

TIA
Wayne

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Read Answer Asked by Wayne on January 03, 2020

• lululemon athletica inc. (LULU $192.51)
  • $192.51 P/E (TTM): 13.27X Cap: $22.54B
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• Fortinet Inc. (FTNT $71.06)
  • $71.06 P/E (TTM): 39.59X Cap: $73.92B
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Q: If one had to choose between FTNT + LULU over 2-3 years and why.

Thanks for all your great work.

Mark

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Read Answer Asked by Mark on January 03, 2020

• MarketAxess Holdings Inc. (MKTX $189.02)
  • $189.02 P/E (TTM): 36.08X Cap: $7B
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Q: An article in the Fin Post calls Marketaxess the undisputed champion in the S&P financial index for the last decade. Your only comment on this company was in March,2018. The company appeared to have done very well up till then. The CEO was even interviewed that year by Crammer on his show. As I understood that interview, MKTX is sensitive to interest rates, yet it continues to rise in value in this low interest environment. Do you think MKTX is a safe way to have "bond" exposure? Belated season's greetings. Lionel

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Read Answer Asked by Lionel on January 03, 2020

• Jadestone Energy Inc. (JSE $0.50)
  • $0.50 Cap: $231M
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Q: Would you be a buyer of this stock? Price has increased a lot lately since earnings reported

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Read Answer Asked by Susan and Philip on January 03, 2020

• Altius Minerals Corporation (ALS $29.97)
  • $29.97 P/E (TTM): 13.65X Cap: $1.38B
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Q: I'd like your opinion on ALS. I like the concept of royalty. Also, ALS seems to be well diversified. Do you think ALS could be a good investment opportunity. Please specify the potential growth as well as the dividend outlook. Thanks a lot.

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Read Answer Asked by Stéphane on January 03, 2020

• Quorum Information Technologies Inc. (QIS $0.73)
  • $0.73 P/E (TTM): 37.0X Cap: $54M
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Q: What is 5i's current opinion on Quorum Information Technologies as the stock is trading at its all-time highs. They just recently raised about $10 million and had some good board additions. Several analysts have picked up coverage on the Company in 2019 too. The vast majority of Company's revenues are all recurring.

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Read Answer Asked by Charles on January 03, 2020

• North West Company Inc. (The) (NWC $47.80)
  • $47.80 P/E (TTM): 17.17X Cap: $2.28B
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Q: It’s been a couple years since NWC’s acquisition of North Star Air. How is that acquisition working out - is this entity profitable? Sounds like they’ve had a few accidents recently. Any risk that they may lose their operating certificate?

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Read Answer Asked by Eric on January 03, 2020

Q: In your previous incarnation as a chief investment officer for a large investment house. What was your plan for December and January each year.

Clayton

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Read Answer Asked by Clayton on January 03, 2020