Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.58)
  • $18.58 Cap: $2.19B
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• TFI International Inc. (TFII $127.64)
  • $127.64 P/E (TTM): 22.02X Cap: $10.63B
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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: $3M
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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 $18.58)
  • $18.58 Cap: $2.19B
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• TFI International Inc. (TFII $127.64)
  • $127.64 P/E (TTM): 22.02X Cap: $10.63B
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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 $55.52)
  • $55.52 P/E (TTM): 86.19X Cap: $26.44B
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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 $6.72)
  • $6.72 P/E (TTM): 10.97X Cap: $260M
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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 $2.25)
  • $2.25 P/E (TTM): 28.75X Cap: $62M
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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

• IMV Inc. (IMV $1.12)
  • $1.12 Cap: $13M
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Q: could i have your opinion on imv and any reasons for todays 5% drop thanks as always for the info

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Read Answer Asked by michael on February 05, 2019

• Workday Inc. (WDAY $225.09)
  • $225.09 P/E (TTM): 128.38X Cap: $61.60B
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• ServiceNow Inc. (NOW $932.01)
  • $932.01 P/E (TTM): 118.15X Cap: $194.20B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave

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Read Answer Asked by Dave on February 05, 2019

Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?

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Read Answer Asked by Josh on February 05, 2019

• Methanex Corporation (MX $53.55)
  • $53.55 P/E (TTM): 11.53X Cap: $3.61B
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• Agnico Eagle Mines Limited (AEM $211.57)
  • $211.57 P/E (TTM): 31.74X Cap: $106.42B
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Q: What are your top 2 picks in the materials sector? For a long term hold.
Thanks.

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Read Answer Asked by John on February 05, 2019

Q: What is your opinion on these two Enbridge capital structures? ENS, although riskier, offers currently a higher dividend than the issue price. I could not find the current value of the preferred shares.
Thank you for your input!

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Read Answer Asked by Sigrid on February 05, 2019

Q: Peter; Could you comment on this Enbridge hybrid as to safety of dividend and just generally your opinion of it ? Thanks. Rod

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Read Answer Asked by Rodney on February 05, 2019

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $177M
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: The market does not like these securities. 5i does like these securities. There must be better stocks on the Canadian market that you could replace these with. Thank you. Dennis

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Read Answer Asked by Dennis on February 05, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: Hi folks,
Do you see ATE's bought deal positively because the company is setting the stage for Phase 3 development, or negatively because the company has yet to attract big pharma interest? Would you consider the current price weakness a buying opportunity or just another dilution?
Thanks,
Glen

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Read Answer Asked by Glen on February 05, 2019

• Canadian Pacific Kansas City Limited (CP $102.95)
  • $102.95 P/E (TTM): 23.41X Cap: $96.40B
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Q: Hi Guys,
I like to own one of the railways. Which one would you prefer?

Thanks, Henry

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Read Answer Asked by Henry on February 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.50)
  • $199.50 P/E (TTM): 82.35X Cap: $258.35B
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Q: The stock I love to hate. With it now being close to 8% of the growth portfolio do we trim prior to earnings release.

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Read Answer Asked by andrew on February 05, 2019

• CI Enhanced Government Bond ETF (FGO $10.11)
  • $10.11 Cap: $577M
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Q: GREETINGS:
Barry Allan was on Berman's call Jan 28. He has launched a new ETF
FGO, which is designed to outperform in times of recession. Only 125 mil
now, mer .60%. They are targeting 5-6% return after fees if we have a recession and 3-4 %, if not. He says that he is very cautious on prep
shares and floating rate instruments at this time. please comment.
Thanks, BEN. I would appreciate as much criticism of the ETF as you
will offer.

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Read Answer Asked by BEN on February 05, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $35.15)
  • $35.15 Cap: $22.94B
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Q: Hi 5i - can you see a total return of 10% per year over 5-10 years on BEP.UN (currently yields 7%)? Thanks, Neil

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Read Answer Asked by Neil on February 05, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.81)
  • $6.81 P/E (TTM): 21.45X Cap: $717M
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Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.

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Read Answer Asked by Stella on February 05, 2019