Investment Q&A

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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Q: I am curious when CSU was acquired into the Balanced Equity portfolio. You show it as having a return of 508.75% since inception, the highest of all holdings. I have held it since April 28, 2015 and have a return of 51.67%. I try to mimic the Balanced Equity portfolio as much as I can but I know it can hardly be quite the same.

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Read Answer Asked by Fred on November 09, 2017

• Miscellaneous (MISC)
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Q: I'm curious about this listing. I'm not quite sure what they do?, how and why they do what they do and is there a rationale for this UK finance company and its Cdn. listing.
As always, thank you.

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Read Answer Asked by Ryczard on November 09, 2017

• Enterprise Group Inc. (E $1.58)
  • $1.58 P/E (TTM): 35.68X Cap: $122M
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Q: Hi team,
what do you make of this company,s latest results? The balance sheet has improved and so has it,s contracts due to market activity.They suggest that their company value at presents is .88 c a share.Does this make the stock a value stock or a value trap?
Thank you,
Jean

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Read Answer Asked by Jean on November 09, 2017

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $65M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hello 5i,
Would you advise adding to a half position in PHO on this dip?
I'd like to get in on COV but am concerned about the rapid rise in price lately. Would you recommend it at this price?
Thanks
Dave

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Read Answer Asked by Dave on November 09, 2017

• Medical Facilities Corporation (DR $14.88)
  • $14.88 P/E (TTM): 3.26X Cap: $289M
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Q: Pls comment on earnings and payout ratio.

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Read Answer Asked by andrew on November 09, 2017

• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
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Q: Hi, New Flyer is down after quarterly results. Would this be a good entry point?
Thanks
Phil

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Read Answer Asked by Philip on November 09, 2017

• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Can you comment on Clearwater's results, the stock is down significantly today.

Thanks

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Read Answer Asked by Amy on November 09, 2017

• Celgene Corporation (CELG $108.24)
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
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• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 60.93X Cap: $7.02B
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Q: I am down about 20% due to a failed drug test. I understand more drugs coming. Due I hold or sell and move on to NVDA or CGNX.
Great new site and thanks for all your guidance.

Dave.

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Read Answer Asked by David on November 09, 2017

• Essential Energy Services Ltd. (ESN $0.40)
  • $0.40 P/E (TTM): 52.79X Cap: $50M
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Q: Results just released. I've been a long-time holder and down about 50% on my shares. Thoughts on current status and likely prospects for next 12-18 months ?

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Read Answer Asked by Randy on November 09, 2017

• Imperva Inc. (IMPV $55.74)
  • $55.74 Cap: $1.97B
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Q: Results just came out...can you comment on them and the future growth/profit potential? Thanks for your wonderful service....

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Read Answer Asked by adam on November 09, 2017

• GameSquare Holdings Inc. (GAME $1.80)
  • $1.80 Cap: $54M
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Q: What are your thoughts on the Venture-exchange-listed GAME?
Does the 3 million share option grant on Halloween seem ridiculous for a new director, especially with an in-the-money strike price and 10 years until expiry?

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Read Answer Asked by CAMERON on November 09, 2017

• Spartan Energy Corp. (SPE $6.68)
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Q: What do you think of the latest results for Spartan.
Thanks Paul

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Read Answer Asked by Paul on November 09, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $624M
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Q: Please comment on the results from these companies

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Read Answer Asked by Imtiaz on November 09, 2017

• Amerigo Resources Ltd. (ARG $2.18)
  • $2.18 P/E (TTM): 14.27X Cap: $357M
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Q: Could you please comment on the Q3 earnings and the prospects for the company if they are successful with their planned improvements to recovery, production and cash costs a year from now?
Thanks, Jason

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Read Answer Asked by Jason on November 09, 2017

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: Would appreciate your analysis of yesterday's Q3 results. Not only do they appear to be solid, they also announced a new $80 million contract to rebuild a 41 mile section of an electricity transmission line in New Jersey.

Many thanks.

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Read Answer Asked by karl on November 09, 2017

• Pollard Banknote Limited (PBL $22.29)
  • $22.29 P/E (TTM): 15.54X Cap: $603M
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Q: Comment on earnings and overall thoughts on company as a buy, hold or sell. Thanks. Chris

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Read Answer Asked by christopher on November 09, 2017

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: I own some Aphria shares and I am wondering if the TSX goes ahead with their plans to delist the shares from the TSX due to their US exposure if that would mean I would lose my shares or would they just be transferred to the smaller exchange that Newfeld is talking about.

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Read Answer Asked by Helen on November 09, 2017

• Pembina Pipeline Corporation (PPL $51.41)
  • $51.41 P/E (TTM): 16.75X Cap: $29.86B
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• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.68B
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• Chartwell Retirement Residences (CSH.UN $18.08)
  • $18.08 P/E (TTM): 84.24X Cap: $5.12B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.44B
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Q: HI, what would be your top 5, monthly dividened stocks or reits, for my TFSA. Longterm hold. Thanks.

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Read Answer Asked by Dario on November 09, 2017

• Polaris Renewable Energy Inc. (PIF $12.64)
  • $12.64 Cap: $265M
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Q: Your take on Q results released last night & going forward.Is this a decent entry?Txs for u usual great services & views

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Read Answer Asked by Peter on November 09, 2017

• iShares S&P/TSX Capped REIT Index ETF (XRE $15.79)
  • $15.79 P/E (TTM): 29.82X Cap: $1.47B
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Q: Is there one REIT that would be affected less by rate increases or a market correction and do REITS qualify under the dividend tax credit.Thank you

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Read Answer Asked by Ken on November 09, 2017