Investment Q&A

• Alphabet Inc. (GOOG $304.42)
  • $304.42 P/E (TTM): 27.89X Cap: $3.69T
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• The Walt Disney Company (DIS $98.66)
  • $98.66 P/E (TTM): 14.62X Cap: $174.77B
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• iShares U.S. Medical Devices ETF (IHI $55.54)
  • $55.54 P/E (TTM): 29.95X Cap: $3.32B
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• Elbit Systems Ltd. (ESLT $874.50)
  • $874.50 Cap: $40.27B
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Q: am looking to invest $5000 (U.S.) in each of these stocks. However I am concerned about the daily volume for Elbit. Would you shy away from a stock just because this?
Ed in Montreal

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Read Answer Asked by ed on November 01, 2019

• The Kraft Heinz Company (KHC $22.71)
  • $22.71 Cap: $26.88B
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Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $247.44)
  • $247.44 P/E (TTM): 20.24X Cap: $24.51B
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Q: Please comments on Bombardier's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $157.06)
  • $157.06 Cap: $36.87B
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Q: Thinking of taking a position in Live Nation as a 5-10 year hold and wanted to get your opinion of the company.
Thanks

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Read Answer Asked by Curtis on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

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Read Answer Asked by Karim on November 01, 2019

Q: No crystal ball but you would think there would be more mergers and acquisitions going on with low interest rates, a cheap dollar relative to the US dollar, etc. What companies do you think could be up for grabs? Thanks.

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Read Answer Asked by Helen on November 01, 2019

• Dorchester Minerals L.P. (DMLP $27.24)
  • $27.24 P/E (TTM): 23.25X Cap: $1.30B
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Q: May I please get your thoughts on this company. Thank you.

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Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $87.02)
  • $87.02 P/E (TTM): 22.65X Cap: $10.36B
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Q: Would you consider BLDR a good purchase at it current price.

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Read Answer Asked by David on November 01, 2019

• Suncor Energy Inc. (SU $82.93)
  • $82.93 P/E (TTM): 16.84X Cap: $98.43B
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• Methanex Corporation (MX $68.88)
  • $68.88 P/E (TTM): 17.7X Cap: $5.32B
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Q: Could you please comment on earnings for SU and MX (another miss as usual)? Would you consider adding to either on the dip? As you can tell I am getting irritated with MX always missing.

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Read Answer Asked by Paul on November 01, 2019

• Suncor Energy Inc. (SU $82.93)
  • $82.93 P/E (TTM): 16.84X Cap: $98.43B
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Q: Comments on their q results? Also what is their dividend payout ratio at present?

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Read Answer Asked by Thomas on November 01, 2019

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Hi, Could you please comment on the quarterly earnings release. Thanks

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Read Answer Asked by rajeev on November 01, 2019

• American Woodmark Corporation (AMWD $39.51)
  • $39.51 P/E (TTM): 32.64X Cap: $575M
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Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

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Read Answer Asked by David on November 01, 2019

• ONEX Corporation Subordinate Voting Shares (ONEX $97.41)
  • $97.41 P/E (TTM): 8.03X Cap: $6.68B
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Q: Can you please comment on ONEX for a long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 01, 2019

• Constellation Software Inc. (CSU $2,562.50)
  • $2,562.50 P/E (TTM): 76.65X Cap: $54.30B
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Q: Concerning the report, unadjusted EPS this Q3 was $3.85 compare to $3.45 for
Q2. Therefore higher for Q3 than Q2. On the other hand, they stated for Q2 adjusted EPS was $6.49.
For some reason, they didn't state the adjusted EPS for Q3 in yesterdays release.
You calculated it at $4.29.
Why didn't they state that!

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Read Answer Asked by Herm on November 01, 2019

• Velan Inc. Subordinate Voting Shares (VLN $16.10)
  • $16.10 P/E (TTM): 3.88X Cap: $349M
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Q: Would Velan be a good investment for a full position and long term hold
Thanks
Thomas

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Read Answer Asked by Thomas on November 01, 2019

Q: What would be the effects of China, Russia and the European Union having a common currency on the US and Canadian dollars.

Clayton

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Read Answer Asked by Clayton on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $136.71)
  • $136.71 P/E (TTM): 17.33X Cap: $315.70B
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Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

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Read Answer Asked by Brian on November 01, 2019

• Western Forest Products Inc. (WEF $12.64)
  • $12.64 Cap: $133M
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• Pinnacle Renewable Energy Inc. (PL $11.29)
  • View PL Profile
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Q: Hi 5i,

What are your thoughts on Pinnacle Renewable and Western Forest Products today as potential new positions?

Thank you in advance.

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Read Answer Asked by Greg on November 01, 2019

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
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Q: Could I get your opinion on Alteryx results please?

Thanks

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Read Answer Asked by Joe on November 01, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: What price would be a good support level for KL? Would you buy before earnings or afterward ? Many thanks

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Read Answer Asked by Hue on November 01, 2019