Investment Q&A

• Gilead Sciences Inc. (GILD $112.46)
  • $112.46 P/E (TTM): 24.06X Cap: $139.89B
  • View GILD Profile
  • View Questions on GILD
• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 84.27X Cap: $350.75B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $170.74)
  • $170.74 P/E (TTM): 19.03X Cap: $411.19B
  • View JNJ Profile
  • View Questions on JNJ
• Medtronic plc. (MDT $89.67)
  • $89.67 P/E (TTM): 24.83X Cap: $114.89B
  • View MDT Profile
  • View Questions on MDT
• Pfizer Inc. (PFE $24.75)
  • $24.75 P/E (TTM): 17.05X Cap: $140.71B
  • View PFE Profile
  • View Questions on PFE

Q: Recently, 5i has supported members' suggestions to switch out of JNJ into something else given the legal difficulties that JNJ faces. I generally like to hold indefinitely; given this anticipated time frame, and my preference for safety and a good/growing dividend, do you think I should switch as well? Do you view the alternatives I've listed as less or more risky than JNJ overall? Are there non-pharmaceutical alternatives in the US healthcare space that would provide an equally secure and growing dividend that you would recommend? Thank you.

Upvote 0

Read Answer Asked by Walter on August 08, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX

Q: Frustrated and selling it. Please advise replacement ( does not have to be in the same sector). Which stocks from the balanced portfolio look more attractive.
Thanks

Upvote 0

Read Answer Asked by RUPINDER on August 08, 2018

• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.44B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi,
Thanks for the past tips to get into Savaria, I’m up 70% on it right now. They seem to have a hard time breaking through $17. Do they have anything solid in the works that you think will push it higher with support or do you think the best part of this ride is over? I haven’t held it long and don’t need the cash for anything, but would like to see continued solid returns. I know the returns here aren’t typical, but do you see somewhere else to better send the money or is it a hold for a while still?

Thanks

Upvote 0

Read Answer Asked by david on August 08, 2018

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $65M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Each of these had big falls in stock price, and each for different reasons. Which would you prefer for a quick bounce back and why?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on August 08, 2018

• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Can you please comment on the Earnings for $NFI and how the Market might react.


Thanks Valter

Upvote 0

Read Answer Asked by Valter on August 08, 2018

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
  • View STC Profile
  • View Questions on STC

Q: Sangoma released preliminary numbers for fiscal 2018 which tops guidance. Based on management's comments on the current EBITDA quarterly run rate, the the current stock price seems deeply undervalued based on EV/EBITDA with net cash on hand metric, revenue multiple and M&A history. Do you agree?

Upvote 0

Read Answer Asked by Charles on August 08, 2018

• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: What is your take on the NFI Q2 results, and its forward looking information, just released today? Much appreciated.

Upvote 0

Read Answer Asked by Victor on August 08, 2018

• Tesla Inc. (TSLA $308.72)
  • $308.72 P/E (TTM): 169.92X Cap: $995.76B
  • View TSLA Profile
  • View Questions on TSLA

Q: May I have your thoughts on a short term play on this stock after Musk’s announcement today? Thanks,

Jason

Upvote 0

Read Answer Asked by Jason on August 08, 2018

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $3.07B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Can you please comment on the Earnings for $GSY and how the Market might react.


Thanks Valter

Upvote 0

Read Answer Asked by Valter on August 08, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.21B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi, any comments on the secondary offering for $180 mln from primary shareholders and employees ? Thanks

Upvote 0

Read Answer Asked by rajeev on August 08, 2018

• Evolve Active Canadian Preferred Share Fund (DIVS $17.08)
  • $17.08 P/E (TTM): 3.26X Cap: $38M
  • View DIVS Profile
  • View Questions on DIVS

Q: What is your view on Evolve Active CDN Pref Share ETF for an income investor?

Upvote 0

Read Answer Asked by M on August 07, 2018

• Empire Company Limited Non-Voting Class A Shares (EMP.A $55.56)
  • $55.56 P/E (TTM): 18.54X Cap: $12.89B
  • View EMP.A Profile
  • View Questions on EMP.A

Q: Good morning team,
Which Canadian stock to own in a portfolio rebalance from sale of Nutrien-?Would you please advise-Considering EMP.A or SJ or your choice?

Upvote 0

Read Answer Asked by ANDREW on August 07, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
  • View CWX Profile
  • View Questions on CWX

Q: Would like your thoughts on CWX 2nd quarter report thanks.

Upvote 0

Read Answer Asked by Hubert on August 07, 2018

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.17X Cap: $1.59B
  • View PXT Profile
  • View Questions on PXT

Q: Greetings 5i,

At current price, would you add to PXT at this time or would you wait until after the quarterly report and maybe some comments from management on the conference call? Would be putting into my TFSA account. Don't have any E&Ps currently.

Upvote 0

Read Answer Asked by Rudy on August 07, 2018

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 48.43X Cap: $898M
  • View PNG Profile
  • View Questions on PNG

Q: This is not a question more of a comment. Tomorrow is my 82 nd Birthday. A birthday present for me, take a look at PNG. Full disclosure I’m from St. John’s, Newfoundland. I’ll be watching Peter on BNN tomorrow on Market Call , one of my favourite quest.

Upvote 0

Read Answer Asked by Roy on August 07, 2018

• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 9.64X Cap: $254M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Do you see any recovery for Exco. I know it is cheap but I bought in at $14.50 a long time ago. Stock is now under $9.00. Earnings came out and the stock is taking another hit. Good yield but will they ever recover or is it time to take my lumps and move on. Are insiders buying and are they committed. Thanks.

Upvote 0

Read Answer Asked by Helen on August 07, 2018

• Firm Capital Property Trust (FCD.UN $6.06)
  • $6.06 P/E (TTM): 9.95X Cap: $223M
  • View FCD.UN Profile
  • View Questions on FCD.UN

Q: Can you comment on latest earnings?...it's been a solid income earner formuself. Would there be an alternative to this one?....I appreciate your service...

Upvote 0

Read Answer Asked by adam on August 07, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.84)
  • $10.84 P/E (TTM): 20.53X Cap: $735M
  • View RAY.A Profile
  • View Questions on RAY.A

Q: Hello Peter & team,
Would you recommend buying RAY.A today? Which type of acct. would be best?
Thx!

Upvote 0

Read Answer Asked by Silvia on August 07, 2018

• MEG Energy Corp. (MEG $26.15)
  • $26.15 P/E (TTM): 5.95X Cap: $6.65B
  • View MEG Profile
  • View Questions on MEG

Q: Hi Team,
Can I have your views on MEG Q2 results? Buy, Hold or Sell?

Upvote 0

Read Answer Asked by Kuldip on August 07, 2018

• Canadian Dollar ($CAD)
  • View $CAD Profile
  • View Questions on $CAD

Q: CBC is reporting a possible strengthening of the Canadian dollar as oil continues to rebound. Any recommendations on how to possibly benefit from this? Any particular companies to watch that could really benefit from a stronger loonie?
http://www.cbc.ca/news/business/loonie-oil-canada-1.4769706

Upvote 0

Read Answer Asked by Brad on August 07, 2018