Investment Q&A

• Avante Corp. (XX $0.79)
  • $0.79 Cap: $21M
  • View XX Profile
  • View Questions on XX

Q: Please comment on the current and year results for XX. Thanks

Upvote 0

Read Answer Asked by george on August 03, 2017

• Currency Exchange International Corp. (CXI $20.00)
  • $20.00 P/E (TTM): 25.55X Cap: $125M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI
• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS

Q: I hold a small amount of CXI and after about 2 years I neither up nor down and am tired of "waiting". I'm thinking of switching to GS, which I think you're warming up to with its litigation behind.

Is this a reasonable switch?

Upvote 0

Read Answer Asked by Cameron on August 03, 2017

• ServiceNow Inc. (NOW $905.12)
  • $905.12 P/E (TTM): 115.02X Cap: $191.98B
  • View NOW Profile
  • View Questions on NOW

Q: can you please comment on this company.. what they do,their competition and outlook going forward? Is this a long term buy?

many thanks

Upvote 0

Read Answer Asked by adam on August 03, 2017

• Apollo Global Management Inc. (APO $145.54)
  • $145.54 P/E (TTM): 24.13X Cap: $81.16B
  • View APO Profile
  • View Questions on APO

Q: Greetings 5i,

What are your thoughts on Apollo Global mgt? I've done quite well with it up 28% now since buying earlier this year. About 5% of my portfolio now.

Cheers!

Upvote 0

Read Answer Asked by Duane on August 03, 2017

• Surge Energy Inc. (SGY $7.32)
  • $7.32 Cap: $727M
  • View SGY Profile
  • View Questions on SGY

Q: Hi 5i - can you please comment on Surge Energy's quarterly report? Thanks, Neil

Upvote 0

Read Answer Asked by Neil on August 03, 2017

• Altus Group Limited (AIF $58.05)
  • $58.05 P/E (TTM): 544.77X Cap: $2.58B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Can u please comment on recent earnings and do u feel this is a good entry point? Thx

Upvote 0

Read Answer Asked by Patrick on August 03, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: can you refer to a few hedge funds or managers that generally produce excellent results year over year?
i like dkam but they are closed for new investments.

Upvote 0

Read Answer Asked by Gary on August 03, 2017

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $216.38)
  • $216.38 P/E (TTM): 12.95X Cap: $1.48B
  • View LAS.A Profile
  • View Questions on LAS.A

Q: Reason of recent weakness in the price. I want to add to my small cap name.
Thanks

Upvote 0

Read Answer Asked by Piyush on August 03, 2017

• Air Canada Voting and Variable Voting Shares (AC $18.89)
  • $18.89 P/E (TTM): 4.9X Cap: $6.15B
  • View AC Profile
  • View Questions on AC

Q: Can I get your opinion on Air Canada?

Upvote 0

Read Answer Asked by Scott on August 03, 2017

• CI Investment Grade Bond ETF (FIG $9.52)
  • $9.52 Cap: $151M
  • View FIG Profile
  • View Questions on FIG

Q: Do you have any thoughts on this ETF?

Upvote 0

Read Answer Asked by Gregory on August 03, 2017

• Cineplex Inc. (CGX $10.63)
  • $10.63 Cap: $697M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Once again, 5i proves prescient. I'm not sure what you got for your CGX shares but I sold when you did at $51.50. At today's value ($45.10) I saved over 12%. Thanks guys!

Upvote 0

Read Answer Asked by Fred on August 03, 2017

• Vanguard Total International Stock (VXUS $69.26)
  • $69.26 P/E (TTM): 0.45X Cap: $93.07B
  • View VXUS Profile
  • View Questions on VXUS

Q: Please recommend some USD non-US global ETF options for large cap dividend payers. I would appreciate pros/cons of any recommendations from your perspective. Please deduct the appropriate number of credits.

Upvote 0

Read Answer Asked by Joel on August 03, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: Hi Peter and Team,
Can you please comment on earning, outlook and valuation of CRH. Is it a good name to buy this stock at these levels
Thanks

Upvote 0

Read Answer Asked by Victor on August 03, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
  • View OCLR Profile
  • View Questions on OCLR

Q: Could you please give your opinion on Oclaro? Do you like their results released today, and would you continue to hold?
Many thanks.

Upvote 0

Read Answer Asked by Mary on August 03, 2017

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS

Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks

Upvote 0

Read Answer Asked by Piyush on August 03, 2017

• Advanced Micro Devices Inc. (AMD $174.31)
  • $174.31 P/E (TTM): 125.33X Cap: $286.63B
  • View AMD Profile
  • View Questions on AMD

Q: Hello,

What are your thoughts on AMD after their most recent earnings report.

Also, how much should exchange between the Canadian and US dollar factor into trade decisions.

Thanks,
Nick

Upvote 0

Read Answer Asked by Nicholas on August 03, 2017

• Hydrogenics Corporation (HYG $19.59)
  • $19.59 P/E (TTM): 12.31X Cap: $2.77B
  • View HYG Profile
  • View Questions on HYG

Q: I would appreciate your updated opinion of HYG-T.

Thanks
Jon

Upvote 0

Read Answer Asked by Jon on August 03, 2017

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.

Upvote 0

Read Answer Asked by Kim on August 03, 2017

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $6.95B
  • View CGNX Profile
  • View Questions on CGNX

Q: Hello Peter,
I read your article on 'smaller' US stocks and have been keeping an eye and buying some of your recommendations.
Since then, CGNX has gone up quite a bit. With decent enough results this quarter it has zoomed. It was very expensive P/E multiple to begin with and now even more. But on the other hand, tech stocks are on fire and there is no indication of a slow down.
I am hesitating between CGNX and FLIR, which has also done well. Two different businesses. Where would you suggest I put the money? Or should I wait out the summer for a correction and maybe sector shifts?
Thank you in advance for your opinion.
Regards

Upvote 0

Read Answer Asked by Rajiv on August 03, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Team, Thanks for answering our non-stock related questions. Here's a link to share on T1135 form for those holding US
stocks.
http://www.mondaq.com/article.asp?articleid=614998&email_access=on&chk=2148090&q=1533092

Upvote 0

Read Answer Asked by Victoria Y on August 03, 2017