Investment Q&A

• PayPal Holdings Inc. (PYPL $67.97)
  • $67.97 P/E (TTM): 14.52X Cap: $64.08B
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Q: Could 5i please explain what a trade of "short October 2019 $97 calls on PayPal Holdings" would mean?
Thank you.

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Read Answer Asked by George on July 26, 2019

• Parex Resources Inc. (PXT $16.17)
  • $16.17 P/E (TTM): 9.44X Cap: $1.56B
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Q: Hi 5i

Can't help notice the Q's on Canadian energy companies, and how the common theme leads me to think capitulation is close.

My questions is: Given the current political distaste for Canadian oil and gas, what would be your recommendation for an alternative investment in the energy sector? I already own BEP.UN, AQN, and ENB for disclosure, hopefully this won't instigate more sector Q's ;)

Please note my views on Canadian companies are severely restricted due to the duality of the current government.

Thanks,
Chris

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Read Answer Asked by Christopher on July 26, 2019

• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $99.20B
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Q: Constellation Software now exceeds 10% of our total accounts because it has and keeps doing well. What would a reasonable reduction be, say down to 7%.? Given we are only 2-3 years requirement what stocks would you recommend as a replacement? We own Open Text and Kinaxis already. Thank you, Bill

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Read Answer Asked by Bill on July 26, 2019

• Celestica Inc. (CLS $294.26)
  • $294.26 P/E (TTM): 46.48X Cap: $33.83B
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Q: Hello,
Could you please comments on CLS earning results. Is it cheap compare to its peers and its historic valuation?
Thanks
Victor

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Read Answer Asked by Victor on July 26, 2019

• Toromont Industries Ltd. (TIH $142.03)
  • $142.03 P/E (TTM): 23.79X Cap: $11.39B
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Q: Hi 5i team, any comment on Q-earning. Thanks.

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Read Answer Asked by victor on July 26, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?

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Read Answer Asked by Jeff on July 26, 2019

• WSP Global Inc. (WSP $282.98)
  • $282.98 P/E (TTM): 51.13X Cap: $36.59B
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• TFI International Inc. (TFII $122.33)
  • $122.33 P/E (TTM): 19.98X Cap: $9.76B
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Q: I hold TFII and am down about 6%, would you sell and replace with WSP or just be patient?

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Read Answer Asked by Lyle on July 26, 2019

• Methanex Corporation (MX $44.99)
  • $44.99 P/E (TTM): 9.63X Cap: $3.03B
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Q: Hello Peter and team,
Would you agree/disagree with this analysis:

https://ca.finance.yahoo.com/news/earnings-preview-methanex-meoh-q2-143202138.html

Thx!

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Read Answer Asked by Silvia on July 26, 2019

• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $99.20B
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Q: what are the estimates for csu and when does the company report?

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Read Answer Asked by blake on July 26, 2019

• TFI International Inc. (TFII $122.33)
  • $122.33 P/E (TTM): 19.98X Cap: $9.76B
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Q: Please comment on latest Q. Do the results warrant addition to a 2% position(p/p $47.58)? Txs for u usual great services & views

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Read Answer Asked by Peter on July 26, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Hi,
I have bought PEO @ $4.27 and as of today I have 111% paper profit.
Peter published an article whose subject was "keep your winners"
but it's still not clear when to crystallize profit from such a winner.
Please provide some guide lines.
Thanks,
Morris

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Read Answer Asked by Morris on July 26, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: I have held this stock for a couple of years based on your recommend (thank you!!). I notice it has been recently breaking out of a year long trading range to new highs. While the last quarter was ok, it doesn’t really explain the breakout. Any thoughts on why?
Thanks as always.

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Read Answer Asked by Neil on July 26, 2019

• American Electric Power Company Inc. (AEP $111.99)
  • $111.99 P/E (TTM): 16.47X Cap: $59.89B
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Q: Is American Electric Power to expensive to buy at the current price?

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Read Answer Asked by BRYAN on July 26, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.60)
  • $16.60 Cap: $2.27B
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Q: Would you buy Lspd before earnings or should be after earnings.? Thanks

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Read Answer Asked by Hue on July 26, 2019

Q: BAM.A has just announced an asset purchase from ALA on behalf of its Terraform holdingsCould you explain how this purchase's impact on BEP.UN.
Thanks
Bob Rose

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Read Answer Asked by Robert on July 25, 2019

• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: Good days guys!

The stock is up 20% today due to couche-tard buying 10% of their equity.

Could you please provide your view on this stock? Is this a good entry point?

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Read Answer Asked by Carl on July 25, 2019

• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 22.74X Cap: $142.72B
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Q: Any recent reason for Enbridge's decline the previous few days (industry or company news, analysts report, etc etc)?

Thanks.

John

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Read Answer Asked by john on July 25, 2019

• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
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• Lockheed Martin Corporation (LMT $431.56)
  • $431.56 P/E (TTM): 23.93X Cap: $100.75B
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Q: In your answer to Shyam on the 25th you mentioned GOOD and LMH. Are those symbols accurate or did you typo them?

Sheldon

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Read Answer Asked by Sheldon on July 25, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: I see that Flir's results failed to please. What did you think of them and is it worth topping up a position in this stock?

TIA

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Read Answer Asked by Gerald on July 25, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Hi 5i,
Opinions on Flir please?

Thanks Mike

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Read Answer Asked by mike on July 25, 2019