Investment Q&A

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $44.27)
  • $44.27 P/E (TTM): 10.31X Cap: $185.34B
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• Bank of Nova Scotia (The) (BNS $85.13)
  • $85.13 P/E (TTM): 16.67X Cap: $105.84B
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• Enbridge Inc. (ENB $65.69)
  • $65.69 P/E (TTM): 23.2X Cap: $143.24B
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• Algonquin Power & Utilities Corp. (AQN $8.01)
  • $8.01 Cap: $6.12B
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• Thomson Reuters Corporation (TRI $241.20)
  • $241.20 P/E (TTM): 49.26X Cap: $109.13B
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Q: Peter could you suggest 5 can or us stocks that have a div us I have $15000 to invest for each one
I am a conservative investor looking for div income
Thanks for your opinion
Pat

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Read Answer Asked by Patrick on February 06, 2019

• Constellation Software Inc. (CSU $4,399.01)
  • $4,399.01 P/E (TTM): 110.89X Cap: $93.09B
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Q: Thanks 5i for your unbiased insights and for introducing me to many new Canadian growth stocks that I had been unaware of.

Question on Constellation. CSU seems to have some conflicting attributes for a typical tech stock. It trades at a very high PE ratio, 58, yet a low beta of 0.53. Can you explain why this stock trades at such a high valuation with such low volatility?

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Read Answer Asked by David on February 06, 2019

• AirBoss of America Corp. (BOS $5.18)
  • $5.18 Cap: $143M
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Q: Currently hold Airboss and am down 57% since purchase. Do you see any hope for this company in the next 12 -24 months or is it better to sell and move on to better candidates? Hard to watch this one continue melting away.

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Read Answer Asked by Patrick on February 06, 2019

Q: Yesterday’s question regarding short interest for Tsgi, what is the website for short interest?
Thanks always

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Read Answer Asked by Hue on February 06, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $189.00)
  • $189.00 P/E (TTM): 162.26X Cap: $5.37B
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• Alimentation Couche-Tard Inc. (ATD $69.80)
  • $69.80 P/E (TTM): 18.58X Cap: $65.26B
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• Savaria Corporation (SIS $20.87)
  • $20.87 P/E (TTM): 27.12X Cap: $1.49B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.92)
  • $22.92 P/E (TTM): 20.15X Cap: $2.35B
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Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi

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Read Answer Asked by luigi on February 06, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Opinion on this stock please...

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Read Answer Asked by Scott on February 05, 2019

• S&P/TSX Composite Index (TSX $28,433.00)
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• S&P 500 (SPX)
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Q: Can you please give me the total return for the calendar year 2018 for the following:
TSX, Dow, S&P500, Nasdaq, and Nikkei. Thank you.

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Read Answer Asked by michael on February 05, 2019

• Miscellaneous (MISC)
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Q: Why wasn’t Ryan on Market Call today?

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Read Answer Asked by Clay on February 05, 2019

• iA Financial Corporation Inc. (IAG $148.34)
  • $148.34 P/E (TTM): 13.32X Cap: $13.74B
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• Cymbria Corporation (CYB $83.83)
  • $83.83 P/E (TTM): 6.97X Cap: $1.79B
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Q: I would appreciate your assessment of these two holdings. For CYB, would you be able to get some information on the global investment portfolio, in addition to your comments? The fund has done well over time, except recently.
Thanks, as always!

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Read Answer Asked by Sigrid on February 05, 2019

• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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Q: Recent news "Feb 1 (Reuters) - U.S. energy firms this week cut the number of oil rigs operating for a fourth time in the past five weeks as some drillers follow through on plans to spend less on new wells this year."
Is this news or sentiment that is likely to affect Hwo?
Thanks
John

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Read Answer Asked by John on February 05, 2019

Q: Further to your comments in the recent Member update regarding The Canadian Market outlook , would it be possible to indicate on the 3 Portfolio Holdings charts, those companies which have a worthwhile (whatever you might determine that is) international exposure. Perhaps, that could also be shown on the covered stocks summary charts that are not included in any of the Portfolios ?
Many thanks .

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Read Answer Asked by Alexandra on February 05, 2019

• Rapid7 Inc. (RPD $20.67)
  • $20.67 P/E (TTM): 48.02X Cap: $1.30B
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Q: Hi 5i:

I currently hold KEYS and KXS at substantial gains, thanks to 5i, at about 7% of my portfolio. I would like to raise my technology allocation. I have held, gained and sold RPD and FDC previously. Would you go back to them at this point or consider a position in BOX. My $US exposure is about 13% of portfolio. Another option would be to iniatate positions in OTEX and/or DSG. My portfolio is well balanced. Any new positions would be in my TFSA. Please deduct as appropriate.
Thank you for your opinion. Regards

Sinc

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Read Answer Asked by Tom on February 05, 2019

• Sylogist Ltd. (SYZ $7.70)
  • $7.70 Cap: $180M
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Q: technically, syz has broken support; granted on its usual low volume

question - anything that you know would be cause for concern?

looking to top up my position

thanks

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Read Answer Asked by Robert on February 05, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.27)
  • $18.27 Cap: $2.18B
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• TFI International Inc. (TFII $129.66)
  • $129.66 P/E (TTM): 21.98X Cap: $10.81B
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Q: Can you please provide the insiders stock holdings on these three stocks. Thanks for your help. Use credits as you see fit.
Garry

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Read Answer Asked by garry on February 05, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Does buying Aeryon Labs make Flir more interesting in your view? Is it worth paying up for their stock or should I wait for a better price?
Thanks.

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Read Answer Asked by Mike on February 05, 2019

• Hempalta Corp. (HEMP)
  • Cap: $4M
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Q: Could you please give us an update on this company. The farm bill legalized Hemp Will this have any affect on Hempco I need to decide whether this is a buy sell or hold

Thanks
Paul

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Read Answer Asked by Paul on February 05, 2019

• NFI Group Inc. (NFI $18.27)
  • $18.27 Cap: $2.18B
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• TFI International Inc. (TFII $129.66)
  • $129.66 P/E (TTM): 21.98X Cap: $10.81B
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Q: I'm down on NFI and getting impateint with its performance. All other things being equal, can I have your view on switching to TFII, which is performing much better?

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Read Answer Asked by Michael on February 05, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.39)
  • $45.39 P/E (TTM): 81.68X Cap: $22.50B
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Q: What is your opinion on Teck Resources warning this morning that profit will drop by nearly 1/3 from previous estimate, main reason they are blaming the discount of WCS to WTI? But that situation is now behind since the spread had been narrowing, would you buy it on weakness here?

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Read Answer Asked by OSCAR on February 05, 2019

• Exco Technologies Limited (XTC $6.94)
  • $6.94 P/E (TTM): 10.55X Cap: $259M
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Q: Hi 5i - Exco just reported their quarter and have some noise because of discontinued operations in Bulgaria with ALC. (impairment charge) - I think its a wise move given the loss in those operations. Adjusted earnings look decent and the board raised the dividend 6% - whats your team's take on the quarter and going forward business plus valuation ?

Respect, Patrick

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Read Answer Asked by Patrick on February 05, 2019

• Covalon Technologies Ltd. (COV $2.37)
  • $2.37 P/E (TTM): 17.36X Cap: $65M
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Q: Hi there,
Just wondering which of the stocks you cover (or) in one of your portfolios have had the biggest bounce YTD. And could you name a couple which have good prospects going forward in 2019 and the rationale. Thanks. Shyam

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Read Answer Asked by Shyam on February 05, 2019