Investment Q&A

• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• Miscellaneous (MISC)
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• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.5X Cap: $2M
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Q: I don't have any FAANG stocks. I want to buy can you please give me in order which one I should buy first. I was also looking at FTEC ETF. Do you recommend this ETF or would you recommend another one?

Thanks for your great service.
Hector

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Read Answer Asked by Hector on August 10, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, Would appreciate your comments on Boyd group earnings and its outlook. Thanks

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Read Answer Asked by rajeev on August 10, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.61)
  • $43.61 P/E (TTM): 78.96X Cap: $21.71B
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Q: What are your thoughts on this stock over the medium term?
Rob

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Read Answer Asked by Rob on August 10, 2018

• AutoCanada Inc. (ACQ $26.40)
  • $26.40 Cap: $611M
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• Cardinal Energy Ltd. (CJ $7.04)
  • $7.04 P/E (TTM): 10.06X Cap: $1.12B
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Q: Between autocanada and cardinal energy, which would you sell for a loss?
Thank you.

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Read Answer Asked by Lois on August 10, 2018

• Russel Metals Inc. (RUS $43.73)
  • $43.73 P/E (TTM): 16.57X Cap: $2.49B
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Q: Could you share your analysis on Russel Metals results and your outlook on the company as a long term hold?

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Read Answer Asked by Tim on August 10, 2018

• STEP Energy Services Ltd. (STEP $4.41)
  • $4.41 Cap: $317M
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Q: STEP Energy reported a loss in the recent quarter and now the stock price is falling. What do you think about the quarter and should I hang onto the stock or sell it.

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Read Answer Asked by Paul on August 10, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Good Day Team,

With almost 70% loss on this junior dog, is it time to let go? or is it worth holding for an eventual recovery given the need for lithium? It was obvious with their financing around 1.05$ that the stock will suffer, but this much? Is there something else going on here? Would you hold or sell?

I appreciate it if you can share any news, insights, or direction you might have.

Thanks as always!

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Read Answer Asked by Saeed on August 10, 2018

• Aptose Biosciences Inc. (APS $1.68)
  • $1.68 Cap: $4M
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Q: I'm curious about your current opinion on Aptose as a healthcare holding. I own COV and GUD and looking for one more holding. I know it was a disaster as Lorus but they seem to have moved past that. Having said that I'm sure you are better versed on their current situation. Thanks!

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Read Answer Asked by Kel on August 10, 2018

• Yangarra Resources Ltd. (YGR $1.04)
  • $1.04 P/E (TTM): 4.73X Cap: $104M
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Q: May I please have your opinion on earnings and longer term view of YGR. Thanks.

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Read Answer Asked by Manoj on August 10, 2018

• Mogo Inc. (MOGO $2.17)
  • $2.17 Cap: $52M
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Q: May iI please have your thoughts on Mogo's Q2 results announced yesterday. Would this be a buy at this time? Thank you as always.

Jason

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Read Answer Asked by Jason on August 10, 2018

• Flowserve Corporation (FLS $53.77)
  • $53.77 P/E (TTM): 25.16X Cap: $7.03B
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Q: Hello 5i
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.

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Read Answer Asked by Kat on August 10, 2018

• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 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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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• Cematrix Corporation (CVX $0.51)
  • $0.51 Cap: $76M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.

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Read Answer Asked by Brad on August 10, 2018

• McCoy Global Inc. (MCB $3.58)
  • $3.58 P/E (TTM): 11.74X Cap: $97M
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Q: What is your opinion on this stock? Specifically, can you comment on the recent quarter including its current and potential future cash flow. It has appears to have low debt and increasing order backlog.

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Read Answer Asked by Maurice on August 10, 2018

• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 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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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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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 $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: Good morning 5i,

Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?

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Read Answer Asked by Michael on August 10, 2018

• Ag Growth International Inc. (AFN $42.75)
  • $42.75 Cap: $803M
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• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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Q: Hi Peter & Team. Looking to invest in the AG space. which of these two companies would you recommend for a long-term(5-10 year) holding period. Many thanks Joseph.

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Read Answer Asked by Joseph on August 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Tucows Inc. (TC $22.80)
  • $22.80 Cap: $252M
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Q: Can you please comment on Tucows recent quarter and if your comments back in May - "its buyable for the long term now" - still applies.
Could you also comments on Tricon's recent quarter and if you view this is a positive sign that its potential is finally emerging.

Many Thanks
Scott

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Read Answer Asked by Scott on August 10, 2018

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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Q: Do you recommend profit taking in this name? Its rare to see this kind of performance in this industry. Greg

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Read Answer Asked by Greg on August 10, 2018

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• IPL Plastics Inc. (IPLP $10.00)
  • $10.00 P/E (TTM): 47.17X Cap: $543M
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Q: Earnings numbers for IPL please and how they compare YOY. Thank you.

I am a fan of the polypropylene plant IPL are building to make a value added product using propane in AB. How does IPLP fit into that picture? How similar/disimilar is TCL.A's recently acquired packaging business to IPLP?

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Read Answer Asked by Marco on August 10, 2018

• Northland Power Inc. (NPI $22.35)
  • $22.35 P/E (TTM): 22.58X Cap: $5.84B
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Q: Could you comment on results and going forward ?

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Read Answer Asked by terrance on August 10, 2018

• Tidewater Midstream and Infrastructure Ltd. (TWM $0.23)
  • $0.23 Cap: $97M
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Q: Hi 5i
Have you had a chance to read over Tidewaters Q2 report?
What are your thoughts on this company going forward?

Thanks, Barry

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Read Answer Asked by Barry on August 10, 2018