Investment Q&A

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: On Aug 17 you indicated "With the decline it is becoming an insignificant part of the portfolio so we need to review and either exit or add to it."
Given the recent news and price appreciation has your opinion changed?
Thanks
John

Upvote 0

Read Answer Asked by John on August 31, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: there is an article by robert tattersall in last saturdays globe where he talks about price to sales ratios -- psrs, and he quotes various experts who say never buy a company with a psr more than three, shopify was 15.5 at the time, today probably 17, we all know shopify is expensive but this is ridiculous. and he says it never ends good, never.can you comment. dave

Upvote 0

Read Answer Asked by david on August 31, 2017

• Trip.com Group (CTRP)
  • P/E (TTM): 18.86X
  • View CTRP Profile
  • View Questions on CTRP

Q: what do you think of ctrip's results?

Upvote 0

Read Answer Asked by CAMERON on August 31, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: What are your thoughts on this company and what is the date of the next f/s release?

Upvote 0

Read Answer Asked by Robert on August 31, 2017

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
  • View Questions on MX
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
  • View ATD Profile
  • View Questions on ATD

Q: Hi Guys, I'm looking to add several large cap stocks to my portfolio. Can you please name 5 which represent a good buy at this time.

Thanks

Dave

Upvote 0

Read Answer Asked by David on August 31, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: If you were a HCG shareholder would you vote in favor to let Berkshire Hathaway purchase their second tranche of share at $10.30 per share?

Upvote 0

Read Answer Asked by Robert on August 31, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Please confirm rumour yesterday that KWH.UN was upgraded.Thanks for u usual great services & views.

Upvote 0

Read Answer Asked by Peter on August 31, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Hi 5i, Is there any reason why this stock keeps falling, especially today, the trading volume was quite high. What do you think of its' recent earnings. Are there any shorts going on, if so approx., how many. Thanks in advance, Catherine

Upvote 0

Read Answer Asked by Catherine on August 31, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.39B
  • View AVO Profile
  • View Questions on AVO
  • View Reports on AVO
• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
  • View Questions on TV

Q: Peter was on BNN recently and GSY, TV and AVO were his top picks. But what does that mean? How do these picks relate to the model portfolios? If I was to buy new positions today, should I use the top picks as a guide or continue with filling out my holdings with the balanced equity portfolio?

Upvote 0

Read Answer Asked by Jack on August 30, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: SHOP shot up again. Any reason why?

Upvote 0

Read Answer Asked by Carla on August 30, 2017

• Cineplex Inc. (CGX $10.99)
  • $10.99 Cap: $697M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Alex suggested that one of the positives in CGX's favour is the number of properties it has. How many of these stores are company owned vs leased? How does this affect your assessment of the value of CGX in deciding to hold, sell .... or buy more?

Thanks.

Upvote 0

Read Answer Asked by Donald on August 30, 2017

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I've been waiting to take a position in GUD for a while now. Do you see it bottoming here and would this be a good entry point? Thanks

Upvote 0

Read Answer Asked by Colette on August 30, 2017

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
  • View EIF Profile
  • View Questions on EIF

Q: EIF stock seems to be recovering from the short report. How many shares are currently shorted??Is 5i aware of any news to account for the stock rise.
Thx

Upvote 0

Read Answer Asked by blake on August 30, 2017

• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Any news behind the 5.8% jump in GSY yesterday?

Upvote 0

Read Answer Asked by Curtis on August 30, 2017

• AGF Management Limited Class B Non-Voting Shares (AGF.B $12.03)
  • $12.03 P/E (TTM): 7.81X Cap: $782M
  • View AGF.B Profile
  • View Questions on AGF.B

Q: of the 3 companies on your new feature chart watcher, he was most pisitive on agf, but you do not seem to like it, it keeps hitting 52 week highs, could you comment. dave

Upvote 0

Read Answer Asked by david on August 30, 2017

• Pioneering Technology Corp. (PTE $0.02)
  • View PTE Profile
  • View Questions on PTE

Q: Update

Upvote 0

Read Answer Asked by j stuart on August 30, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO

Q: i know you like people a lot but it reminds me of sylogist, anyone can buy it but it is impossible to get out, no liquidity, i sold sylogist long long ago at a loss and could not get out.and i see your being very cautious in recommending people, please comment. dave

Upvote 0

Read Answer Asked by david on August 30, 2017

• EFH Holdings Inc. (EFH)
  • P/E (TTM): -27.5X Cap: $44M
  • View EFH Profile
  • View Questions on EFH

Q: Echelon-EFH. You last provided info on this company May 19, 2016 and I wondered if your opinion has changed. Things look better at the company, volume have been in the high side. Do you think this company might put themselves up for sale or be a takeover candidate?
Thank you.

Upvote 0

Read Answer Asked by Maggie on August 30, 2017

• TAL Education Group American Depositary Shares (TAL $11.00)
  • $11.00 Cap: $6.71B
  • View TAL Profile
  • View Questions on TAL

Q: Would like some information on TAL-N
Do you consider it risky?

Upvote 0

Read Answer Asked by claudette on August 30, 2017

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR
• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Thomson Reuters Corporation (TRI $277.45)
  • $277.45 P/E (TTM): 42.38X Cap: $124.98B
  • View TRI Profile
  • View Questions on TRI

Q: At the present time

Can you give me the names of the 5 most beaten up / best value, blue chip dividend paying Canadian equities, with emphasis on safety of dividend.

Sectors are irrelevant.

Thanks

Ernie

Upvote 0

Read Answer Asked by Ernest on August 30, 2017