Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $235.63)
  • $235.63 P/E (TTM): 148.84X Cap: $304.23B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.39)
  • $20.39 P/E (TTM): 26.91X Cap: $2.05B
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Q: Is there any seasonality to consider in buying TOY or SHOP? I thinking pre or post holiday season gift buying. Does history give us any indication of when it might be better to buy either of the above names?
Thanks - Rob

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Read Answer Asked by Rob on October 27, 2017

• Enbridge Inc. (ENB $64.19)
  • $64.19 P/E (TTM): 24.59X Cap: $140.25B
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Q: I have trimmed profitable stocks and a couple of losers and am now sitting on some cash I would like to place into some income generating stocks for the coming 3 years. Should I wait patiently for a correction or are there some current well priced options with decent dividends you would suggest?

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Read Answer Asked by Gregory on October 27, 2017

• Savaria Corporation (SIS $22.91)
  • $22.91 P/E (TTM): 25.6X Cap: $1.57B
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Q: Savaria reports earnings on Nov.8.
What is the outlook? How often did they miss earnings in the past?
Thank you very much.

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Read Answer Asked by Uli on October 27, 2017

• Premium Brands Holdings Corporation (PBH $101.17)
  • $101.17 P/E (TTM): 68.64X Cap: $4.50B
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• Currency Exchange International Corp. (CXI $22.62)
  • $22.62 P/E (TTM): 14.92X Cap: $140M
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.39)
  • $20.39 P/E (TTM): 26.91X Cap: $2.05B
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Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA

Thks
Marcel

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Read Answer Asked by Marcel on October 27, 2017

• High Arctic Energy Services Inc. (HWO $0.87)
  • $0.87 Cap: $10M
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• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: CET seems to be breaking out and there has been recent buying from insiders. What's the bull and bear case on this company. Do you have another company in this space that you would prefer? Thank you.

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Read Answer Asked by dan on October 27, 2017

• Whitecap Resources Inc. (WCP $11.26)
  • $11.26 P/E (TTM): 9.51X Cap: $13.51B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: Hi, I’m getting a little disappointed in oil a gas sector and really do think it is more a liability ,as time and technology eats away at the sector.
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad

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Read Answer Asked by Brad on October 27, 2017

• GLOBAL X FDS (BOTZ $36.51)
  • $36.51 P/E (TTM): 60.07X Cap: $3.08B
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Q: If I invest in this ETF using funds from my TFSA, will I have to pay tax on any capital gains because it contains US and International stocks?

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Read Answer Asked by Aleksandra on October 27, 2017

• Acadian Timber Corp. (ADN $15.60)
  • $15.60 P/E (TTM): 18.66X Cap: $283M
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Q: Can I get your currents thoughts on Acadian with its current earnings release, time to add, hold???

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Read Answer Asked by Nino on October 27, 2017

• Applied Graphite Technologies Corporatio (AGT $0.05)
  • $0.05 Cap: $1M
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Q: Hi, AGT resurfaced for air a bit today. Is there something good happening?

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Read Answer Asked by Gregory on October 27, 2017

• Constellation Software Inc. (CSU $3,303.60)
  • $3,303.60 P/E (TTM): 77.96X Cap: $71.52B
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Q: Please comment on earnings. Thank you.

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Read Answer Asked by Dan on October 27, 2017

• TFI International Inc. (TFII $144.73)
  • $144.73 P/E (TTM): 27.22X Cap: $11.85B
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Q: Comments on TFII earnings please. Looks good but not sure how good.

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Read Answer Asked on October 27, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.68)
  • $61.68 P/E (TTM): 24.93X Cap: $30.30B
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Q: Teck reported favorable Q3 results this morning. Therefore, what drove the approx 8.5% drop in price today? Just a short term blip - or cause for concern?

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Read Answer Asked by Gordon on October 27, 2017

• Home Depot Inc. (The) (HD $347.50)
  • $347.50 P/E (TTM): 23.53X Cap: $343.45B
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• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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Q: Dear 5i
I am looking at either WFT or HD as a way to have an investment in the rebuilding efforts in the US. Do you view these as top candidates or would you recommend something else .
Thanks
Bill C

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Read Answer Asked by Bill on October 27, 2017

• Miscellaneous (MISC)
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Q: i really like the Cdn focused 5iR portfolios. In the past there was talk of a US equity portfolio. Wondering...it is going to happen? and what is the likelihood before this coming year end?...Just had to ask, eh?!......Tom

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Read Answer Asked by Tom on October 27, 2017

• Applied Graphite Technologies Corporatio (AGT $0.05)
  • $0.05 Cap: $1M
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Q: Any reason for Thursday’s big jump in share price?

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Read Answer Asked by Gregory on October 27, 2017

• Cargojet Inc. Common and Variable Voting Shares (CJT $84.69)
  • $84.69 P/E (TTM): 11.12X Cap: $1.26B
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Q: Hi Peter,
Would you consider CJT.N for a long hold at medium risk?
Earl

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Read Answer Asked by earl on October 27, 2017

• Aecon Group Inc. (ARE $32.19)
  • $32.19 P/E (TTM): 314.0X Cap: $1.98B
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Q: If the Aecon sale goes through will the stock be removed from the TSX and holders of the stock cashed out? I have a 15% gain and am considering selling while the price is up.
thank you.

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Read Answer Asked by James & Susan on October 27, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: After the price drop recently, do you think it's a buy now?

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Read Answer Asked by Liping on October 27, 2017

• Vermilion Energy Inc. (VET $11.41)
  • $11.41 Cap: $1.71B
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• Parex Resources Inc. (PXT $17.99)
  • $17.99 P/E (TTM): 11.29X Cap: $1.70B
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Q: I presently own Vermillion (VET). Some where I think read that you recommended switching VET to PXT. Is this still a better option. Thx.

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Read Answer Asked by Ernie on October 26, 2017

• GSK plc American Depositary Shares (Each representing two) (GSK $48.65)
  • $48.65 P/E (TTM): 29.39X Cap: $99.41B
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Q: Hi Team,
GSK has been down to 5 year low @$36.52 today. Your comment about pick up some for medium-term hold ?
Thanks as always,
Tak

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Read Answer Asked by Tak on October 26, 2017