Investment Q&A

• Gilead Sciences Inc. (GILD $115.76)
  • $115.76 P/E (TTM): 24.17X Cap: $143.78B
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• AbbVie Inc. (ABBV $210.42)
  • $210.42 P/E (TTM): 90.84X Cap: $370.60B
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• Johnson & Johnson (JNJ $176.96)
  • $176.96 P/E (TTM): 19.08X Cap: $426.17B
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• Medtronic plc. (MDT $94.07)
  • $94.07 P/E (TTM): 25.73X Cap: $120.66B
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• Pfizer Inc. (PFE $24.71)
  • $24.71 P/E (TTM): 18.03X Cap: $140.48B
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Q: Recently, 5i has supported members' suggestions to switch out of JNJ into something else given the legal difficulties that JNJ faces. I generally like to hold indefinitely; given this anticipated time frame, and my preference for safety and a good/growing dividend, do you think I should switch as well? Do you view the alternatives I've listed as less or more risky than JNJ overall? Are there non-pharmaceutical alternatives in the US healthcare space that would provide an equally secure and growing dividend that you would recommend? Thank you.

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Read Answer Asked by Walter on August 08, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Frustrated and selling it. Please advise replacement ( does not have to be in the same sector). Which stocks from the balanced portfolio look more attractive.
Thanks

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Read Answer Asked by RUPINDER on August 08, 2018

• Savaria Corporation (SIS $20.50)
  • $20.50 P/E (TTM): 26.84X Cap: $1.46B
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Q: Hi,
Thanks for the past tips to get into Savaria, I’m up 70% on it right now. They seem to have a hard time breaking through $17. Do they have anything solid in the works that you think will push it higher with support or do you think the best part of this ride is over? I haven’t held it long and don’t need the cash for anything, but would like to see continued solid returns. I know the returns here aren’t typical, but do you see somewhere else to better send the money or is it a hold for a while still?

Thanks

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Read Answer Asked by david on August 08, 2018

• Covalon Technologies Ltd. (COV $2.28)
  • $2.28 P/E (TTM): 28.5X Cap: $62M
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Each of these had big falls in stock price, and each for different reasons. Which would you prefer for a quick bounce back and why?

Regards,

Robert

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Read Answer Asked by Robert on August 08, 2018

• NFI Group Inc. (NFI $18.40)
  • $18.40 Cap: $2.21B
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Q: Can you please comment on the Earnings for $NFI and how the Market might react.


Thanks Valter

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Read Answer Asked by Valter on August 08, 2018

• Sangoma Technologies Corporation (STC $7.70)
  • $7.70 Cap: $257M
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Q: Sangoma released preliminary numbers for fiscal 2018 which tops guidance. Based on management's comments on the current EBITDA quarterly run rate, the the current stock price seems deeply undervalued based on EV/EBITDA with net cash on hand metric, revenue multiple and M&A history. Do you agree?

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Read Answer Asked by Charles on August 08, 2018

• NFI Group Inc. (NFI $18.40)
  • $18.40 Cap: $2.21B
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Q: What is your take on the NFI Q2 results, and its forward looking information, just released today? Much appreciated.

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Read Answer Asked by Victor on August 08, 2018

• Tesla Inc. (TSLA $346.97)
  • $346.97 P/E (TTM): 202.8X Cap: $1.11T
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Q: May I have your thoughts on a short term play on this stock after Musk’s announcement today? Thanks,

Jason

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Read Answer Asked by Jason on August 08, 2018

• goeasy Ltd. (GSY $209.05)
  • $209.05 P/E (TTM): 12.9X Cap: $3.36B
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Q: Can you please comment on the Earnings for $GSY and how the Market might react.


Thanks Valter

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Read Answer Asked by Valter on August 08, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $22.28)
  • $22.28 P/E (TTM): 19.49X Cap: $2.26B
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Q: Hi, any comments on the secondary offering for $180 mln from primary shareholders and employees ? Thanks

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Read Answer Asked by rajeev on August 08, 2018

• Evolve Active Canadian Preferred Share Fund (DIVS $17.17)
  • $17.17 P/E (TTM): 3.88X Cap: $39M
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Q: What is your view on Evolve Active CDN Pref Share ETF for an income investor?

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Read Answer Asked by M on August 07, 2018

• Empire Company Limited Non-Voting Class A Shares (EMP.A $51.89)
  • $51.89 P/E (TTM): 17.85X Cap: $12.02B
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Q: Good morning team,
Which Canadian stock to own in a portfolio rebalance from sale of Nutrien-?Would you please advise-Considering EMP.A or SJ or your choice?

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Read Answer Asked by ANDREW on August 07, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Would like your thoughts on CWX 2nd quarter report thanks.

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Read Answer Asked by Hubert on August 07, 2018

• Parex Resources Inc. (PXT $16.88)
  • $16.88 P/E (TTM): 9.9X Cap: $1.64B
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Q: Greetings 5i,

At current price, would you add to PXT at this time or would you wait until after the quarterly report and maybe some comments from management on the conference call? Would be putting into my TFSA account. Don't have any E&Ps currently.

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Read Answer Asked by Rudy on August 07, 2018

• Kraken Robotics Inc. (PNG $3.46)
  • $3.46 P/E (TTM): 58.0X Cap: $1.05B
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Q: This is not a question more of a comment. Tomorrow is my 82 nd Birthday. A birthday present for me, take a look at PNG. Full disclosure I’m from St. John’s, Newfoundland. I’ll be watching Peter on BNN tomorrow on Market Call , one of my favourite quest.

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Read Answer Asked by Roy on August 07, 2018

• Exco Technologies Limited (XTC $6.78)
  • $6.78 P/E (TTM): 10.97X Cap: $260M
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Q: Do you see any recovery for Exco. I know it is cheap but I bought in at $14.50 a long time ago. Stock is now under $9.00. Earnings came out and the stock is taking another hit. Good yield but will they ever recover or is it time to take my lumps and move on. Are insiders buying and are they committed. Thanks.

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Read Answer Asked by Helen on August 07, 2018

• Firm Capital Property Trust (FCD.UN $6.05)
  • $6.05 P/E (TTM): 12.35X Cap: $223M
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Q: Can you comment on latest earnings?...it's been a solid income earner formuself. Would there be an alternative to this one?....I appreciate your service...

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Read Answer Asked by adam on August 07, 2018

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.14)
  • $10.14 P/E (TTM): 15.26X Cap: $686M
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Q: Hello Peter & team,
Would you recommend buying RAY.A today? Which type of acct. would be best?
Thx!

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Read Answer Asked by Silvia on August 07, 2018

• MEG Energy Corp. (MEG $29.12)
  • $29.12 P/E (TTM): 6.35X Cap: $7.40B
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Q: Hi Team,
Can I have your views on MEG Q2 results? Buy, Hold or Sell?

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Read Answer Asked by Kuldip on August 07, 2018

• Canadian Dollar ($CAD)
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Q: CBC is reporting a possible strengthening of the Canadian dollar as oil continues to rebound. Any recommendations on how to possibly benefit from this? Any particular companies to watch that could really benefit from a stronger loonie?
http://www.cbc.ca/news/business/loonie-oil-canada-1.4769706

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Read Answer Asked by Brad on August 07, 2018