Investment Q&A

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG
• The Walt Disney Company (DIS $118.86)
  • $118.86 P/E (TTM): 18.19X Cap: $213.70B
  • View DIS Profile
  • View Questions on DIS
• iShares U.S. Medical Devices ETF (IHI $62.87)
  • $62.87 P/E (TTM): 164.7X Cap: $4.41B
  • View IHI Profile
  • View Questions on IHI
• Elbit Systems Ltd. (ESLT $450.85)
  • $450.85 Cap: $20.11B
  • View ESLT Profile
  • View Questions on ESLT

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

Upvote 0

Read Answer Asked by ed on November 01, 2019

• The Kraft Heinz Company (KHC $28.06)
  • $28.06 Cap: $33.21B
  • View KHC Profile
  • View Questions on KHC

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!

Upvote 0

Read Answer Asked by David on November 01, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $164.48)
  • $164.48 P/E (TTM): 26.94X Cap: $16.11B
  • View BBD.B Profile
  • View Questions on BBD.B

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!

Upvote 0

Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $165.72)
  • $165.72 P/E (TTM): 55.07X Cap: $38.85B
  • View LYV Profile
  • View Questions on LYV

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

Upvote 0

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
  • View FLIR Profile
  • View Questions on FLIR

Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

Upvote 0

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.

Upvote 0

Read Answer Asked by Helen on November 01, 2019

• Dorchester Minerals L.P. (DMLP $24.85)
  • $24.85 P/E (TTM): 13.99X Cap: $1.14B
  • View DMLP Profile
  • View Questions on DMLP

Q: May I please get your thoughts on this company. Thank you.

Upvote 0

Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $144.45)
  • $144.45 P/E (TTM): 20.22X Cap: $15.09B
  • View BLDR Profile
  • View Questions on BLDR

Q: Would you consider BLDR a good purchase at it current price.

Upvote 0

Read Answer Asked by David on November 01, 2019

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
  • View Questions on SU
• Methanex Corporation (MX $49.79)
  • $49.79 P/E (TTM): 10.08X Cap: $3.35B
  • View MX Profile
  • View Questions on MX

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.

Upvote 0

Read Answer Asked by Paul on November 01, 2019

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
  • View Questions on SU

Q: Comments on their q results? Also what is their dividend payout ratio at present?

Upvote 0

Read Answer Asked by Thomas on November 01, 2019

• Richards Packaging Income Fund (RPI.UN $33.05)
  • $33.05 P/E (TTM): 16.0X Cap: $362M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Hi, Could you please comment on the quarterly earnings release. Thanks

Upvote 0

Read Answer Asked by rajeev on November 01, 2019

• American Woodmark Corporation (AMWD $67.18)
  • $67.18 P/E (TTM): 9.55X Cap: $974M
  • View AMWD Profile
  • View Questions on AMWD

Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

Upvote 0

Read Answer Asked by David on November 01, 2019

• ONEX Corporation Subordinate Voting Shares (ONEX $116.86)
  • $116.86 P/E (TTM): 11.27X Cap: $8.01B
  • View ONEX Profile
  • View Questions on ONEX

Q: Can you please comment on ONEX for a long term hold.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on November 01, 2019

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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!

Upvote 0

Read Answer Asked by Herm on November 01, 2019

• Velan Inc. Subordinate Voting Shares (VLN $14.80)
  • $14.80 P/E (TTM): 81.25X Cap: $320M
  • View VLN Profile
  • View Questions on VLN

Q: Would Velan be a good investment for a full position and long term hold
Thanks
Thomas

Upvote 0

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

Upvote 0

Read Answer Asked by Clayton on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.94)
  • $122.94 P/E (TTM): 15.84X Cap: $283.90B
  • View BABA Profile
  • View Questions on BABA

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.

Upvote 0

Read Answer Asked by Brian on November 01, 2019

• Western Forest Products Inc. (WEF $12.58)
  • $12.58 Cap: $132M
  • View WEF Profile
  • View Questions on WEF
• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
  • View PL Profile
  • View Questions on PL

Q: Hi 5i,

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

Thank you in advance.

Upvote 0

Read Answer Asked by Greg on November 01, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: Could I get your opinion on Alteryx results please?

Thanks

Upvote 0

Read Answer Asked by Joe on November 01, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: What price would be a good support level for KL? Would you buy before earnings or afterward ? Many thanks

Upvote 0

Read Answer Asked by Hue on November 01, 2019