Investment Q&A

• AutoCanada Inc. (ACQ $25.30)
  • $25.30 Cap: $572M
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Q: I see the rolling banner on BNN/Bloomberg is reporting that the CEO & CFO have resigned in a Management overhaul. Do you think this increases the odds of a sale of the company?
Will it help stop the bleeding?
Thanks,
Scot

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Read Answer Asked by Scot on August 13, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i Team,

Which companies from BE Portfolio would you not invest new money today because of valuations or any other concerns you may have and what is the timeline to invest in them in near future.

Thanks
Ninad

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Read Answer Asked by Ninad on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.51)
  • $95.51 P/E (TTM): 45.58X Cap: $4.26B
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Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

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Read Answer Asked by Al on August 13, 2018

• Magna International Inc. (MG $65.15)
  • $65.15 P/E (TTM): 10.64X Cap: $17.60B
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Q: This morning I asked a question regarding MG where I stated that I had a 1/4 position. I believe your interpretation was that MG comprises 25% of my portfolio, whereas I meant that I have 1/4 of a "full" position. I consider a full position to be 5% of my portfolio. So MG comprises only 1.25% of my total portfolio. So I am interested in your opinion on selling all my MG shares now and employing the funds to good use elsewhere.
Also, I want to compliment you on your very quick response to my question.

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Read Answer Asked by Dennis on August 13, 2018

• Alphabet Inc. (GOOG $280.88)
  • $280.88 P/E (TTM): 29.34X Cap: $3.40T
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• NVIDIA Corporation (NVDA $204.88)
  • $204.88 P/E (TTM): 58.99X Cap: $4.93T
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• Box Inc. Class A (BOX $31.85)
  • $31.85 P/E (TTM): 25.54X Cap: $4.61B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle

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Read Answer Asked by Lyle on August 13, 2018

• Algonquin Power & Utilities Corp. (AQN $7.78)
  • $7.78 Cap: $5.99B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Hello, if you had to choose just one company between AQN and VNR today, which one would you recommend and why? Thanks, Gervais

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Read Answer Asked by Gervais on August 13, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What is your take on the quarter, not exciting.... does it warrant the price drop this morning?

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Read Answer Asked by fwb181 on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.51)
  • $95.51 P/E (TTM): 45.58X Cap: $4.26B
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Q: pbh reporting soon, and has had weak earnings last 3 quarters, do you think it would be better to wait for earnings to come out to buy, or buy on this pre earnings dip?

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Read Answer Asked by matty on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Just before market close on Aug 10,TSGI announced partnership with Mount Airy Casino resort to start online sports wagering in Pennsylvana.Your take please.Also your comment on Q results which will be released premarket Aug 13.Appreciate u usual great services & views

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Read Answer Asked by Peter on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Good day, thoughts on the latest financial release? Cheers

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Read Answer Asked by Seamus on August 13, 2018

• TFI International Inc. (TFII $125.95)
  • $125.95 P/E (TTM): 20.51X Cap: $10.13B
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Q: Morning,
I'm currently up 45% in a RRSP account on TFII. It has become a 7% weighting. Take some profits or ?. Im a long term type investor. What do you think of the company going forward.? Thanks for all the great insights and advice.

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Read Answer Asked by Darby on August 13, 2018

• Constellation Software Inc. (CSU $3,604.18)
  • $3,604.18 P/E (TTM): 84.2X Cap: $76.01B
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• Kinaxis Inc. (KXS $167.75)
  • $167.75 P/E (TTM): 141.19X Cap: $4.76B
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Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

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Read Answer Asked by Joseph on August 13, 2018

• Medical Facilities Corporation (DR $14.47)
  • $14.47 P/E (TTM): 3.01X Cap: $274M
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Q: The quarterly report was released on Friday morning but I don't see any questions about their results so I will ask. The results looked good with the exception of foreign exchange. Is that correct?

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Read Answer Asked by richard on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT $51.07)
  • $51.07 Cap: $9.06B
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• Mackenzie Floating Rate Income ETF (MFT $16.25)
  • $16.25 P/E (TTM): 54.92X Cap: $442M
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Q: Can you tell me what would be a similar/equivalent ETF
in the US?

thanks

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Read Answer Asked by kelly on August 13, 2018

• Tidewater Midstream and Infrastructure Ltd. (TWM $5.50)
  • $5.50 Cap: $118M
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• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Hi, do you view tidewater as a buy at current levels? I’d be looking long term, my only other resource/pipeline is Enbridge which has done well since buying at $40.

What do you think about freshii, it’s bouncing off all time lows but it’s quarter seemed to turn in the right direction.

Thanks

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Read Answer Asked by david on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.51)
  • $95.51 P/E (TTM): 45.58X Cap: $4.26B
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Q: Something rancid?
Although 2nd Q earnings are not yet published the share price has dropped from $113.42 on July 13 to $98.90
Do you think there was a disappointing earnings leak?

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Read Answer Asked by Terry on August 13, 2018

• Parex Resources Inc. (PXT $17.71)
  • $17.71 P/E (TTM): 10.41X Cap: $1.73B
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Q: What is happening to PXT? Buy more, or sell? This is one of my only 2 oil holdings. My energy exposure is very limited. Risk is not an issue for me.

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Read Answer Asked by Ford on August 13, 2018

• Miscellaneous (MISC)
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Q: How do you expect markets will react if the Democrats take control of both houses in the upcoming elections?

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Read Answer Asked by Terry on August 13, 2018

• Stryker Corporation (SYK $360.45)
  • $360.45 P/E (TTM): 48.95X Cap: $141.06B
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• Savaria Corporation (SIS $21.88)
  • $21.88 P/E (TTM): 28.34X Cap: $1.56B
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Q: Could you name any other publicly traded companies in North America or Europe that are competitors to SIS?

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Read Answer Asked by Terry on August 13, 2018

• Constellation Software Inc. (CSU $3,604.18)
  • $3,604.18 P/E (TTM): 84.2X Cap: $76.01B
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• Dollarama Inc. (DOL $182.12)
  • $182.12 P/E (TTM): 39.89X Cap: $50.05B
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• NFI Group Inc. (NFI $14.02)
  • $14.02 Cap: $1.65B
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• Premium Brands Holdings Corporation (PBH $95.51)
  • $95.51 P/E (TTM): 45.58X Cap: $4.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.58)
  • $242.58 P/E (TTM): 100.1X Cap: $315.68B
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Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment

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Read Answer Asked by Terry on August 13, 2018