Investment Q&A

• Covalon Technologies Ltd. (COV $2.41)
  • $2.41 P/E (TTM): 17.5X Cap: $67M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Red Hat Inc. (RHT $187.71)
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Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks

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Read Answer Asked by david on June 14, 2018

• Canopy Growth Corporation (WEED $2.17)
  • $2.17 Cap: $184M
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Q: I would like your thoughts about WEED and if it is worth buying again. FYI I originally had it at $2.80 and have made a lot of money on it, but am concerned that it has a 7 Billion market cap with small revenue and could be vastly overpriced at these levels. Is it a buy or sell. Thanks in advance.

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Read Answer Asked by David on June 14, 2018

Q: With regard to Jim's question about helium-related companies, there is also DME (Desert Mountain Energy, after a recent name change from African Queen Mines) on the Venture Exchange. It also definitely falls into the extremely small and risky category. Market cap $5 million. Who knew that you "mined" helium? It also has a tiny O&G presence in Oklahoma and some gold interests in BC.

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Read Answer Asked by David on June 14, 2018

• DocuSign Inc. (DOCU $67.85)
  • $67.85 P/E (TTM): 13.08X Cap: $13.98B
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Q: I have 5 stocks. I would like you to rank them for growth over the next twelve months. They are DOCU, OKTA, AMOT, FNKO and TTD. Thank you, Dennis

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Read Answer Asked by Dennis on June 14, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

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Read Answer Asked by Rodney on June 14, 2018

• Dollarama Inc. (DOL $192.58)
  • $192.58 P/E (TTM): 43.52X Cap: $52.84B
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Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $28.15)
  • $28.15 P/E (TTM): 15.95X Cap: $200.78B
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Q: Your thoughts on the court ruling in favour of AT&T's acquisition of Time Warner please. With the price drop today it yields 6% with a P/E of 7. Seems attractive. Can you offer any insight as to why the markets hold it so out of favour?

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Read Answer Asked by Marco on June 13, 2018

• AT&T Inc. (T $28.15)
  • $28.15 P/E (TTM): 15.95X Cap: $200.78B
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• Time Warner Inc. (TWX $98.77)
  • $98.77 Cap: $77.26B
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Q: Hi. What are your thoughts on the AT&T - Time Warner merger?

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Read Answer Asked by Mario on June 13, 2018

Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.

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Read Answer Asked by Ray on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T $28.15)
  • $28.15 P/E (TTM): 15.95X Cap: $200.78B
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Q: at&t are paying 6 pct dividends .do I get dividend tax credit on US companies. thank you. mike miller

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Read Answer Asked by mike on June 13, 2018

• AltaGas Ltd. (ALA $41.78)
  • $41.78 P/E (TTM): 15.81X Cap: $12.34B
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Q: hi Folks can I have your comments on the sale of assets announced today.
In your opinion does this type of sale bode well the co?
Kind regards
Stan

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Read Answer Asked by Stan on June 13, 2018

• Air Products and Chemicals Inc. (APD $282.68)
  • $282.68 P/E (TTM): 41.53X Cap: $64.26B
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• P10 Inc. Class A (PX $12.30)
  • $12.30 P/E (TTM): 78.13X Cap: $1.36B
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Q: do you have any helium related stocks that could be worth watching?

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Read Answer Asked by jim on June 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you see any news fro the abrupt sell off this am - hit $50. and then dropped like a rock. ThanksRod

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Read Answer Asked by Rodney on June 13, 2018

• Endeavour Silver Corp. (EDR $7.54)
  • $7.54 Cap: $2.15B
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Q: Good Morning,

Would you have any reason for the recent surge in this stock the last couple of days?

Thanks

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Read Answer Asked by rick on June 13, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.30)
  • $205.30 P/E (TTM): 123.17X Cap: $267.02B
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Q: Can you please tell me how you are valuing SHOP today and on what metrics are you using going forward , 2020, that a buy/ hold recommendation is warranted.
I still own 40% of my original position which I bot at 50.00.
Regards

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Read Answer Asked by Bill on June 13, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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• VersaBank (VBNK $14.08)
  • $14.08 P/E (TTM): 13.05X Cap: $458M
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Q: These 3 holdings out of 6 in may TFSA, please share your thoughts on them and whether one should continue holding.

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Read Answer Asked by Peter on June 13, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $198.62)
  • $198.62 P/E (TTM): 428.71X Cap: $5.60B
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• Premium Brands Holdings Corporation (PBH $93.82)
  • $93.82 P/E (TTM): 35.01X Cap: $4.14B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 30.25X Cap: $1.49B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.38)
  • $21.38 P/E (TTM): 18.71X Cap: $2.19B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.26)
  • $15.26 P/E (TTM): 81.05X Cap: $1.49B
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Q: These company shares were strong yesterday GC, TSGI, TOY and GOOS. I own all four. Do you like them all for Long Term. What others would you buy ? RAK

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Read Answer Asked by bob on June 13, 2018

• Inogen Inc (INGN $7.22)
  • $7.22 Cap: $174M
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Q: Hello 5i just wondering what you thought of ingn. Thx

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Read Answer Asked by Kim on June 13, 2018

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.85)
  • $47.85 P/E (TTM): 40.25X Cap: $3.08B
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.17)
  • $18.17 P/E (TTM): 22.17X Cap: $3.36B
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• Vanguard Growth ETF Portfolio (VGRO $40.07)
  • $40.07 P/E (TTM): 25.6X Cap: $7.36B
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Q: For portfolio diversity using ETFs. what do you think of simply buying VGRO instead of an XAW/PMIF type combo or would you recommend another equity/bond mix?

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Read Answer Asked by Stephen on June 13, 2018