Investment Q&A

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Q: Hello Peter!
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.

Thanks Andrew.

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Read Answer Asked by Andrzej on January 09, 2018

• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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Q: Hi 5i Team! Considering the high value of NVIDIA at this time, would you still consider it Ok to start a long term position in it now? Thanks, Tamara

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Read Answer Asked by Tamara on January 09, 2018

• Evertz Technologies Limited (ET $12.02)
  • $12.02 P/E (TTM): 15.41X Cap: $910M
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Q: What are your thoughts here? Backlog has been promising from time to time but not sure it translates efficiently to the bottom line and chart has been range bound for a while. Thanks!

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Read Answer Asked by Michael on January 09, 2018

• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
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Q: I own a small amount of GXO in my modest energy holdings. Just wondering why it's dropped so much over the past week or so when other energy stocks are rising on higher oil prices? Thanks.

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Read Answer Asked by Thomas on January 09, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: In this document, dated Jan 8, Beacon gives a target price for PHM of $0.35.
https://beaconsecurities.ca/wordpress/wp-content/uploads/downloads/2018/01/PHM-2018-01-08.pdf

Do I go with optimism or a grain of salt? (Or optimism with a grain of salt?)

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Read Answer Asked by Peter on January 09, 2018

• BlackBerry Limited (BB $4.95)
  • $4.95 Cap: $2.95B
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Q: Hello 5i,

Can I please get your opinion on BB? I'm thinking of taking 1/2 position in the stock within my TFSA.
Thanks

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Read Answer Asked by Reg on January 09, 2018

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: can you please tell me the current short on EIF and are the short trends inreasing or dereasing? Thx

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Read Answer Asked by blake on January 09, 2018

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: Do you have any idea what is causing the sharp increase in price for JTR? Thanks in advance.

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Read Answer Asked by Donna on January 09, 2018

Q: I inherited this stock (Alderon IRON) but know nothing about it. Any reason to keep it?

Appreciate your insight.

Paul F

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Read Answer Asked by Paul on January 09, 2018

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: Hello 5i Team,
What do you think of CSU at its current valuation and its future growth prospects going forward? (Long term hold)

Thanks

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Read Answer Asked by Keith on January 09, 2018

• Primeline Energy Holdings Inc. (PEH)
  • P/E (TTM): -0.1X Cap: $2M
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Q: Could I get you thoughts on PEH, Primeline?

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Read Answer Asked by Doug on January 09, 2018

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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Q: MX has pulled back a bit. Should a guy take some profits or continue to hold on for the long term?

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Read Answer Asked by sean on January 09, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: In early December I sold half of a position in GUD for tax loss purposes. To put the money to use I purchased a half position in PHO as a "temporary" replacement.
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?

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Read Answer Asked by Dennis on January 09, 2018

• FLYHT Aerospace Solutions Ltd. (FLY $0.34)
  • $0.34 Cap: $13M
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Q: Would you please comment on Fly's Fourth Quarter update this morning.
Thank you

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Read Answer Asked by Gordon on January 09, 2018

• Tucows Inc. (TC $22.80)
  • $22.80 Cap: $252M
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Q: In your view is there any validity to the issues raised by Copperfield in its latest report on Tucows? Do you believe the news is overstated or has enough come to light here to reconsider a position?

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Read Answer Asked by Andrew on January 09, 2018

• Tucows Inc. (TC $22.80)
  • $22.80 Cap: $252M
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Q: What is happening to this stock, should I hold or sell?.

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Read Answer Asked by Nizar on January 09, 2018

• Sienna Senior Living Inc. (SIA $17.92)
  • $17.92 P/E (TTM): 42.67X Cap: $1.65B
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• Sabra Health Care REIT Inc. (SBRA $18.41)
  • $18.41 P/E (TTM): 30.79X Cap: $4.35B
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Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?

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Read Answer Asked by Kel on January 09, 2018

• Canaccord Genuity Group Inc. (CF $10.49)
  • $10.49 Cap: $1.07B
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• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Smaller brokerages have been doing well lately, while still substantially below typical historical prices. Has the tide turned?

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Read Answer Asked by John on January 09, 2018

• Miscellaneous (MISC)
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Q: Hi Peter and Team,
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?

Thanks,

Marc

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Read Answer Asked by Marc on January 09, 2018

• General Motors Company (GM $52.77)
  • $52.77 P/E (TTM): 7.34X Cap: $50.24B
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Q: GM your view please. Do you agree with Morningstar as to $50 fair value.


44.22 NOW
50.51 FAIR VALUE

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Read Answer Asked by JOSEPH on January 09, 2018