Investment Q&A

• Bank of America Corporation (BAC $45.66)
  • $45.66 P/E (TTM): 13.63X Cap: $338.20B
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• The Walt Disney Company (DIS $116.59)
  • $116.59 P/E (TTM): 24.31X Cap: $209.59B
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Q: Hello,
Thank you for your continued wonderful insight. I need some US exposure , preferably not tech. Which do you prefer, long term (15-20 year hold ), or a better suggestion?
Thanks as always, Lee

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Read Answer Asked by Lee on March 01, 2019

• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.47X Cap: $124.98B
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Q: You stated in December that TRI was not cheap and was sitting on a pile of cash. Is that still the case, and given the current valuation of TRI would you recommend buying it today?

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Read Answer Asked by Dennis on March 01, 2019

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Good Morning, is this stock a good buy even after being up 116% this year? Is this do to a supply deficit of palladium?
Thx

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Read Answer Asked by Marco on March 01, 2019

• Constellation Brands Inc. (STZ $166.18)
  • $166.18 Cap: $29.29B
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Q: Is now a good time to add to this stock, am down 5%, given its recent downturn after investing in canadian Canopy Growth???
Art

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Read Answer Asked by Arthur on March 01, 2019

• MEG Energy Corp. (MEG $26.60)
  • $26.60 P/E (TTM): 11.69X Cap: $6.76B
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Q: I bought Meg at $5.36 on the day that merger failed. is it worth holding or sell? Company debt? Your thought please, thanks

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Read Answer Asked by Hue on March 01, 2019

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.65X Cap: $12.34B
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Q: Hi
With Alta todays reporting , do you think it is right time to cut losses and move on or future looks bit secured to hold on ? Which stock to replace with?
Thanks

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Read Answer Asked by S on March 01, 2019

• UnitedHealth Group Incorporated (DE) (UNH $237.77)
  • $237.77 P/E (TTM): 10.45X Cap: $215.69B
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Q: Do you know why UNH has been taking a hit in the last couple of days? I have not been able to find any information that would explain this. Thanks.

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Read Answer Asked by John on March 01, 2019

• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 33.58X Cap: $174.56B
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Q: Your thoughts on Wednesdays report and would you keep adding to a current position? THANK YOU

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Read Answer Asked by John on March 01, 2019

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.33X Cap: $172.40B
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• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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Q: Buy, sell or hold? Is your long term outlook unchanged?

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Read Answer Asked by Thomas on March 01, 2019

• Booking Holdings Inc. (BKNG $5,386.29)
  • $5,386.29 P/E (TTM): 33.58X Cap: $174.56B
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Q: Any advice after todays drop in Booking Holdings (BKNG)? I have a small position.

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Read Answer Asked by Andrew on March 01, 2019

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 441.57X Cap: $5.71B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 110.97X Cap: $863M
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Q: Please comment on earnings. Would you add to either/both/none of these two names?

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Read Answer Asked by Jerry on March 01, 2019

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 110.97X Cap: $863M
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Q: Can I get your view on the earnings release?

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Read Answer Asked by Mike on March 01, 2019

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 441.57X Cap: $5.71B
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Q: Hello 5i:
May I get your comments on their 2018 earnings and what you think of their 2019 guidance. Can you tell what you believe their EPS for 2019 is from their guidance?
Thanks so much.

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Read Answer Asked by Dennis on March 01, 2019

• First National Financial Corporation (FN $48.04)
  • $48.04 P/E (TTM): 15.81X Cap: $2.88B
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Q: Hello
May I have your comments on earnings please

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Read Answer Asked by Margot on February 28, 2019

• TeraGo Inc. (TGO $1.17)
  • $1.17 Cap: $23M
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Q: Your thoughts on recent earnings please and if possible a decent entry price if at all.
Appreciate your service.

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Read Answer Asked by Dave on February 28, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Hi Team,
Can you comment on VII which drop 10% today to $9.50.
Is it worth to add or sell my 600 holding (.5%)
Thanks as always,
Regards, Tak

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Read Answer Asked by Tak on February 28, 2019

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.65X Cap: $12.34B
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Q: Could I please have your view on ALA after their latest quarter news .

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Read Answer Asked by garry on February 28, 2019

• Danaher Corporation (DHR $197.09)
  • $197.09 P/E (TTM): 41.86X Cap: $141.12B
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• Canfor Pulp Products Inc. (CFX $0.64)
  • $0.64 Cap: $41M
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Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.

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Read Answer Asked by Cameron on February 28, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.21)
  • $19.21 P/E (TTM): 9.09X Cap: $1.60B
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Q: Hello, Can you please comment on the results?..Dividends increased but stocks hit pretty badly..Thanks

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Read Answer Asked by Shyam on February 28, 2019

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.27X Cap: $3.91B
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• BMO Discount Bond Index ETF (ZDB $15.06)
  • $15.06 Cap: $791M
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG $27.67)
  • $27.67 P/E (TTM): 30.77X Cap: $478M
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Q: Good day 5i team:1. Would you consider ZDB as the safest way to beat a high interest savings account for money that may or may not be needed for a uncertain time frame?thus is it the surest to have my capital back? and 2.any thoughts on xdg being the best option available for global diversification outside of Canada with a decent yield for monthly income for retirement? 3.any thoughts on why PBH did not give any downside protection in the recent correction and seems to be not getting any traction since I am down 5% would you advise to hold?TksLarry

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Read Answer Asked by Larry on February 28, 2019