Investment Q&A

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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Q: In the bank section, BNS has been a favourite of yours along with TD. Over the past couple of years, TD has been a star while BNS languishes. Their latest earnings this morning disappointed. Are you still keen on BNS? Do you still recommend it? If so, on what basis? I know you say banks tend to revert to the mean performance over time but BNS appears to be proving that wrong.

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Read Answer Asked on February 27, 2019

• Tesla Inc. (TSLA $309.26)
  • $309.26 P/E (TTM): 166.28X Cap: $997.50B
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• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• NIO Inc. American depositary shares each representing one Class A (NIO $4.60)
  • $4.60 Cap: $10.33B
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Q: With regards to cobalt prices, its difficult to get a handle on the scarcity/abundance of the metal. It was supposed to be scarce 2-3 years ago, now it seems every region has some and the prices have drifted off. Co $40-$14 yoy.
So is it scarce like quality gold mines, or abundant like cannibis grow ops (all of us can grow four plants)?
Conversely, lithium prices have gone up historically.
First, since its hard to get accurate info, have I got the price movement right? Then, is it better to invest in lithium companies or cobalt companies going forward with a view of increased electric car sales in the future?
May I have your insight on the space?

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Read Answer Asked by Randy on February 27, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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Q: Is it public knowledge who the majority shareholders are in snc?

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Read Answer Asked by kenneth on February 27, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: I read that you recommend GC as a replacement for CLS? I already own TSGI and wonder if I should buy GC or another company. I own KXS, OTEX ,SYZ already.
thanks

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Read Answer Asked on February 27, 2019

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: Hi 5i guys
Both these stocks got beat up yesterday. I’m considering buying either or both and would like your opinion on this strategy.
Thanks

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Read Answer Asked by Thomas on February 27, 2019

• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
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Q: Can you comment on Thomson Reuters quarter and guidance for next year Thank You

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Read Answer Asked by Peter on February 26, 2019

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: Any reason for the price drop ?

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Read Answer Asked by George on February 26, 2019

• Harris Corporation (HRS)
  • P/E (TTM): 25.0X
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• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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Q: Hi 5i,

From your previous answers, you've like LLL in the past. Do you still like it? Does the upcoming merger change your views?

TIA!

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Read Answer Asked by Wayne on February 26, 2019

• Obsidian Energy Ltd. (OBE $8.19)
  • $8.19 Cap: $577M
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Q: Is Obsidian a take over prospect or is it heading to bankruptcy or?
Thanks Wayne

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Read Answer Asked by wayne on February 26, 2019

• Mosaic Company (The) (MOS $35.52)
  • $35.52 P/E (TTM): 30.45X Cap: $11.26B
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Q: Hello

Could you comment on MOS earnings and give opinion?
From what I read they beat consensus estimates and offered good 2019 guidance but yet the stock is down 4 % today ?

Thank you
Stephane

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Read Answer Asked by Stephane on February 26, 2019

• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
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Q: May I have your thoughts on the CXI quarterly results? The market doesn't appear to be impressed.
With appreciation.
Ed

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Read Answer Asked by Ed on February 26, 2019

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: Hi, If my memory serves well, Mark Leonard transferred ownership of a company to his adult children, which owns 1,000,000 CSU shares, a few years ago. I believe that his current holding of 400,000 + shares is in addition to that family ownership? Thanks

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Read Answer Asked by rajeev on February 26, 2019

Q: Please provide your top 5 non technology US stocks. Thanks

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Read Answer Asked by Karim on February 26, 2019

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: When does Vermillion report there earnings?
Thanks Guys

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Read Answer Asked by Don on February 26, 2019

• Cisco Systems Inc. (CSCO $68.49)
  • $68.49 P/E (TTM): 27.39X Cap: $271.22B
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• QUALCOMM Incorporated (QCOM $147.51)
  • $147.51 P/E (TTM): 14.32X Cap: $159.16B
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Q: Can I get your thoughts and preference between CSCO and QCOM?

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Read Answer Asked by Nino on February 26, 2019

• Micron Technology Inc. (MU $107.77)
  • $107.77 P/E (TTM): 25.03X Cap: $120.60B
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Q: I like this stock and noted your comments that it may not move a lot until later in the year. What do you think about a straddle for the next few months. Thanks

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Read Answer Asked by gary on February 26, 2019

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: Is there any news to account for the share price climb in Couche-Tard today? I am thinking about adding to my position now that it has broken its multi-year consolidation trend. Your thoughts please. Thanks.

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Read Answer Asked by Marco on February 26, 2019

• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
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Q: Please suggest an S&P 500 ETF and U.S. Dividend ETF that would be best served as a long term hold in a TFSA.
Thanks

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Read Answer Asked by Curtis on February 26, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $207.90)
  • $207.90 P/E (TTM): 53.26X Cap: $10.46B
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• Altus Group Limited (AIF $58.05)
  • $58.05 P/E (TTM): 544.77X Cap: $2.58B
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Q: I saw you response on their earnings.Stock gets slammed and now is right back up. Do i sell it? what about a switch maybe cigi Colliers

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Read Answer Asked by andrew on February 26, 2019

• Miscellaneous (MISC)
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Q: I know the deadline for tax "loss" selling is late December, but I'm not sure about the date for stock "gain" selling in regards to 2018 tax purposes. Is it the same or a later date?

thanks,
Paul

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Read Answer Asked by Paul on February 26, 2019