Investment Q&A

• Constellation Software Inc. (CSU $3,618.81)
  • $3,618.81 P/E (TTM): 84.2X Cap: $76.01B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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  • View Reports on BYD.UN

Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?

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Read Answer Asked by Steven on December 18, 2019

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: Hi 5i Team - Could you provide me with an up-to-date evaluation of Mediagrif as an investment with a one to three year time horizon. Also any details on debt, revenue and earnings, insider holdings/buying etc. Thank you.

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Read Answer Asked by Rob on December 18, 2019

• Logistec (LGTA)
  • P/E (TTM): 30.71X
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Q: Hi 5i Team - Could you give me your opinion on Logistec as a growth company and also any fundamentals that would be relevant. Thanks

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Read Answer Asked by Rob on December 18, 2019

• The Rubicon Project Inc. (RUBI)
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Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks

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Read Answer Asked by Neil on December 18, 2019

• Vermilion Energy Inc. (VET $10.42)
  • $10.42 Cap: $1.59B
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Q: I was listening to some comments on VET on BNN Fri. What was mentioned was instability in the European gas market. I believe something about Russia messing around with the market and therefore putting on question on Vet's gas business in Europe. Do you have any insight into this?

TIA

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Read Answer Asked by Gerald on December 18, 2019

• Akumin Inc. (AKU.U $2.90)
  • $2.90 P/E (TTM): 58.0X Cap: $259M
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• Akumin Inc. (AKU $0.53)
  • $0.53 Cap: $48M
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Q: why does aku have 2 listings both in canada , one in u.s. funds and one in cdn funds. dave

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Read Answer Asked by david on December 18, 2019

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Hydro One Limited (H $51.59)
  • $51.59 P/E (TTM): 24.61X Cap: $31.05B
  • View H Profile
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Q: Need to add stock or ETF in Utility space. Is it good time to start position at Hydro? Any other suggestions are mostly appreciated. Looking for income and growth, RRSP and TFSA.

Thank you

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Read Answer Asked by Hali on December 18, 2019

• TerraVest Industries Inc. (TVK $133.74)
  • $133.74 Cap: $2.86B
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Q: The 7% CVD is being called early. It is in my RRIF and converts to 121 shares per thousand.

Do you suggest converting into the common shares which are now selling at $12.53 or would you sell the CVD for $151?

In other words, do you like TVK as a RRIF holding or do you think I could do better.
And if so what would you suggest with the proceeds?

Sheldon

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Read Answer Asked by Sheldon on December 18, 2019

• NFI Group Inc. (NFI $14.01)
  • $14.01 Cap: $1.65B
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• Badger Infrastructure Solutions Ltd. (BDGI $72.96)
  • $72.96 P/E (TTM): 31.44X Cap: $2.45B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.58)
  • $19.58 P/E (TTM): 9.43X Cap: $1.63B
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• Savaria Corporation (SIS $21.92)
  • $21.92 P/E (TTM): 28.34X Cap: $1.56B
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Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?

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Read Answer Asked by Eric on December 18, 2019

• Frontera Energy Corporation (FEC $5.54)
  • $5.54 Cap: $414M
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Q: COULD I HAVE YOUR OPINION

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Read Answer Asked by wayne on December 18, 2019

Q: When will the buying of stocks begin for 2020. Most of the stocks that I hold have traded below their averages for more than two weeks.
Appreciate your service.
Clayton

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Read Answer Asked by Clayton on December 18, 2019

• Parex Resources Inc. (PXT $17.82)
  • $17.82 P/E (TTM): 10.41X Cap: $1.73B
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Q: How material is the discovery announced after hours?

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Read Answer Asked by Patrick on December 18, 2019

Q: From your balanced and income portfolios, can you pick the top 5 names that you think are down due to tax loss selling and have growth potentials?

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Read Answer Asked by Mahdi on December 18, 2019

• Alaris Equity Partners Income Trust (AD.UN $19.56)
  • $19.56 P/E (TTM): 6.36X Cap: $889M
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Q: The ALARIS stock is classified as Industrial in Portfolio Tracking. Shouldn't it be classified as financial since providing alternative financing to various companies is its sole business.

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Read Answer Asked by Miroslaw on December 18, 2019

• Cineplex Inc. (CGX $12.53)
  • $12.53 Cap: $789M
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• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: Hi,

Having sold DRG.UN & CGX, I'm sitting on some cash.

Could you give me your top 5 relatively safe, relatively high dividend/distribution paying choices to replace these?

Sector is not important. Getting a benefit from companies whose price is depressed due to tax loss selling is a bonus but not critical.

Thanks,

Gord

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Read Answer Asked by Gordon on December 17, 2019

• Alphabet Inc. (GOOG $280.72)
  • $280.72 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $521.27)
  • $521.27 P/E (TTM): 39.7X Cap: $3.90T
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Q: Looking to invest in the AI arena, what companies would you recommend?

Thanks

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Read Answer Asked by Paul on December 17, 2019

• WSP Global Inc. (WSP $270.00)
  • $270.00 P/E (TTM): 44.27X Cap: $35.53B
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• Stantec Inc. (STN $155.74)
  • $155.74 P/E (TTM): 41.43X Cap: $17.83B
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• Aecon Group Inc. (ARE $30.78)
  • $30.78 P/E (TTM): 85.86X Cap: $2.03B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.32)
  • $47.32 P/E (TTM): 1139.26X Cap: $21.93B
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Q: I am interested in adding "infrastructure" sector stocks to balance my investments. I would appreciate your comments on ARE, WSP, BIP.UN , STN. or other options in this sector. Thank you

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Read Answer Asked by Richard on December 17, 2019

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.25)
  • $17.25 P/E (TTM): 36.38X Cap: $2.33B
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Q: Good morning
Hold FIH.U, with 20% lost
its 1.5% of an open account, but 0.4% on a diversified total PF.
don't need cash.
Your thought, hold, sell or buy more ?
Thanks Best Regards.
Greetings

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Read Answer Asked by Djamel on December 17, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Comments on the deal announced Dec 16? Just as an aside, the pressrealease doesnt register on RBC, seems strange?

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Read Answer Asked by Charles on December 17, 2019

• Methanex Corporation (MX $53.43)
  • $53.43 P/E (TTM): 10.0X Cap: $3.66B
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• NFI Group Inc. (NFI $14.01)
  • $14.01 Cap: $1.65B
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Q: I am thinking of selling one of these stocks for tax loss, which one has more potential for recovery next year?
Thanks
Nancy

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Read Answer Asked by Nancy on December 17, 2019