Investment Q&A

• CAE Inc. (CAE $39.22)
  • $39.22 P/E (TTM): 31.57X Cap: $12.56B
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• Chartwell Retirement Residences (CSH.UN $18.04)
  • $18.04 P/E (TTM): 86.14X Cap: $5.10B
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• TFI International Inc. (TFII $119.03)
  • $119.03 P/E (TTM): 20.79X Cap: $9.99B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: I own all of the stocks in the Balanced and Income portfolios across my RRSP, TFSA and RESPs with the exception of those listed above. Based on current valuations and 3-5 year prospects, which one would you choose to put a recent RRSP contribution to work?

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Read Answer Asked by Chris on March 14, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 127.36X Cap: $269.28B
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Q: Gentlemen, any concerns over SHOP’s operating margin? It remains steady at -8%.

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Read Answer Asked by Leo on March 14, 2019

• Bombardier Inc. Class A Multiple Voting Shares (BBD.A $167.46)
  • $167.46 P/E (TTM): 27.22X Cap: $16.40B
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Q: Good morning, Can you please provide analysis on Bombardier and prospects in light of Boeing BA 737 concerns. Is it a buy at this time. It would be a LT hold.
Thank you. Linda

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Read Answer Asked by Linda on March 14, 2019

• BCE Inc. (BCE $32.66)
  • $32.66 P/E (TTM): 76.19X Cap: $30.10B
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Q: Hi BCE drop today Is just profit taking?
Kind Regards
Stan

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Read Answer Asked by Stan on March 14, 2019

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 416.79X Cap: $5.50B
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• Twilio Inc. Class A (TWLO $122.39)
  • $122.39 Cap: $18.75B
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• Veeva Systems Inc. Class A (VEEV $279.76)
  • $279.76 P/E (TTM): 60.01X Cap: $46.18B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Coupa Software Incorporated (COUP)
  • Cap: $6.16B
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Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.

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Read Answer Asked by Aaron on March 14, 2019

• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.28X Cap: $637M
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Q: Hello 5i team,
I was looking at the GUD chart and noticed a very high volume of trading in the last week. The last time there was any volume this comparable was 2 years ago.

Is there anything news wise going on with Knight Therapeutics?

Andrew

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Read Answer Asked by Andrew on March 14, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: 5i Please correct:
Not sure why you have a negative tone on ITC? You have misread the financial statements. Revenues and EBITDA are up in materially in 2018 and are also up in Q4 too! Also the write down on the Stream TV Investments has no impact on operations and Company indicated on the CC that may need to increase the value of Stream investment in the coming quarters.

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Read Answer Asked by Charles on March 14, 2019

• Nexus Industrial REIT (NXR.UN $7.78)
  • $7.78 Cap: $730M
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Q: Yesterday this stock traded just under 44,000 shares. So far today it has traded 6.39 million. Can you provide any insight?
Thank you.

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Read Answer Asked by Peter on March 14, 2019

• Nexus Industrial REIT (NXR.UN $7.78)
  • $7.78 Cap: $730M
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Q: Peter; Any news younsee on it Re the huge volume? Thanks. Rod

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Read Answer Asked by Rodney on March 14, 2019

• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 98.64X Cap: $98.54B
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Q: Could I suggest questioners avoid (or explain) unusual acronyms if possible? When I read the recent question about CSU I thought it odd that the chief operating officer would suffer from Anti Social Personality Disorder!!
Thanks for your very valuable advice.
Chris
PS It took me a while to discover that ASPD really stands for Automatic Share Purchase and Disposition agreement.

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Read Answer Asked by CHRISTOPHER on March 14, 2019

• NFI Group Inc. (NFI $18.34)
  • $18.34 Cap: $2.18B
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Q: Good Morning,

Should we be picking away at NFI for a long term RESP hold?? Or just stay away from a falling knife? Thanks

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Read Answer Asked by Darby on March 14, 2019

• Tervita Corporation (TEV $5.81)
  • $5.81 Cap: $672M
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Q: With Q4 results released yesterday, I would have expected some reaction from the Market. So far today - nothing.
Can you comment on the results for Q4, Thanks

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Read Answer Asked by Blake on March 14, 2019

• BRP Inc. Subordinate Voting Shares (DOO $70.80)
  • $70.80 Cap: $5.17B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.17)
  • $21.17 P/E (TTM): 18.56X Cap: $2.15B
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Q: Looking to add one of these (or perhaps a 1/2 position of each) in a TFSA. Your thoughts on each? Which one do you prefer?

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Read Answer Asked by David on March 14, 2019

• Magellan Aerospace Corporation (MAL $17.15)
  • $17.15 P/E (TTM): 24.4X Cap: $979M
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Q: Could I have your comments on MAL earning.
Thanks

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Read Answer Asked by Roy on March 14, 2019

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Can you comment on the quarter and what you think of the company moving forward?

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Read Answer Asked by sean on March 14, 2019

• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 34.8X Cap: $4.06B
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Q: Can you explain the sell-off this morning? The results seemed pretty decent!

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Read Answer Asked by chris on March 14, 2019

• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 51.95X Cap: $35.81B
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Q: Can you please comment on WSP earnings and Bureau fines them $4 million.

Thanks for the great service
Hector

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Read Answer Asked by Hector on March 14, 2019

Q: Can u give an opinion on luxottica essilor (luxty) since their joining together if possible
Pls also comment on valuation at present and your outlook for its share price appreciation
Thank you
I S

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Read Answer Asked by Indra on March 14, 2019

• Surge Energy Inc. (SGY $7.31)
  • $7.31 P/E (TTM): 15.7X Cap: $728M
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Q: Think Surge reported earnings. Any comments?

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Read Answer Asked by Madeline on March 14, 2019

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Hi Peter/Ryan I've held CPG since I bought it at 39.52 back in 2013. Whats going to take to make this move, is it worth holding on to it's in my RRSP account and now represents a .89% position. Thanks, Nick

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Read Answer Asked by Nick on March 14, 2019