Investment Q&A

• Micron Technology Inc. (MU $383.50)
  • $383.50 P/E (TTM): 52.0X Cap: $431.63B
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• NVIDIA Corporation (NVDA $189.86)
  • $189.86 P/E (TTM): 46.01X Cap: $4.61T
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• Align Technology Inc. (ALGN $192.50)
  • $192.50 P/E (TTM): 36.29X Cap: $13.81B
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• Arista Networks Inc. (ANET $141.74)
  • $141.74 P/E (TTM): 52.08X Cap: $178.49B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio

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Read Answer Asked by claudio on March 21, 2018

• Morgan Resources Corp (JH)
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Q: What are your thoughts on this small company? It is in the cannabis marketing sector.

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Read Answer Asked by Thomas on March 21, 2018

• Martinrea International Inc. (MRE $10.01)
  • $10.01 Cap: $728M
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• Magna International Inc. (MG $73.84)
  • $73.84 P/E (TTM): 14.49X Cap: $20.80B
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Q: Peter; With the news that “maybe” the US is backing off the content part of auto’s in NAFTA which company would benefit the most ? Thanks. Rod

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Read Answer Asked by Rodney on March 21, 2018

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $52.34B
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• Kinaxis Inc. (KXS $126.50)
  • $126.50 P/E (TTM): 75.68X Cap: $3.54B
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• Premium Brands Holdings Corporation (PBH $101.12)
  • $101.12 P/E (TTM): 68.2X Cap: $4.51B
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• Savaria Corporation (SIS $25.08)
  • $25.08 P/E (TTM): 29.65X Cap: $1.79B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.86)
  • $19.86 P/E (TTM): 25.73X Cap: $2B
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Q: Hi team,

I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.

What are your thoughts? And if the ETF route, which would you recommend?

Thanks in advance,

Jon

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Read Answer Asked by Jonathan on March 21, 2018

• Crius Energy Trust (KWH.UN $8.80)
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Q: Hi, Desjardins came out with a $11.00 price target on CRIUS and a buy rating. That's almost a 49% increase and ad to that the 11% dividend. In your vu based on the latest financials, is this a realistic price target. Also, would a rate increase by the Bank of Canada on the 18th of April put more pressure on Crius's stock price.
Thank You.

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Read Answer Asked by André on March 21, 2018

• Miscellaneous (MISC)
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Q: Hi 5i,

I just started using your relatively new "Companies" feature (https://www.5iresearch.ca/company/nasdaq/AAPL). I can't believe how AWESOME it is and has become a go to resource for researching companies: key metrics, earnings estimates, analyst ratings, insiders trades, and news items! I thought it would be something that was exclusive to members, but it seems to be available for everyone?

Anyway, AWESOME information there!

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Read Answer Asked by Wayne on March 20, 2018

• Miscellaneous (MISC)
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Q: Hi 5 i team, it seems that price movement is not related to quarterly earning as compared to previous but is affected by result as compared to estimate. Is there any way of guessing whether earning will beat or less than estimate prior to announcement ?

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Read Answer Asked by victor on March 20, 2018

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.41)
  • $4.41 P/E (TTM): 31.5X Cap: $42M
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Q: What is the consensus for TPK's Q4 revenue, ebitda and eps please.

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Read Answer Asked by sandy on March 20, 2018

• NFI Group Inc. (NFI $17.16)
  • $17.16 Cap: $2.04B
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Q: What is the consensus for NFI's Q4 revenue and adjusted ebitda please.

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Read Answer Asked by sandy on March 20, 2018

• Pembina Pipeline Corporation (PPL $58.48)
  • $58.48 P/E (TTM): 20.4X Cap: $33.97B
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Q: can you please tell me what the correlation between the price of crude and this pipeline because oil goes up and ppl goes down or does the price of oil have no bearing at all

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Read Answer Asked by michael on March 20, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.85)
  • $5.85 P/E (TTM): 22.96X Cap: $623M
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• Lloyds Banking Group Plc American Depositary Shares (LYG $5.88)
  • $5.88 P/E (TTM): 53.37X Cap: $84.90B
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Q: I know its hard to compare these companies but do you have a preference between Banco Santander, Lloyds or Fiera Capital? Focus on value and dividend growth for a long term investor.

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Read Answer Asked by Gary on March 20, 2018

• Cipher Pharmaceuticals Inc. (CPH $14.59)
  • $14.59 P/E (TTM): 15.45X Cap: $370M
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Q: Do you like the acquisition that CPH made today? How safe is it to buy shares at this, 52 week low? Does the potential look good to you?

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Read Answer Asked by Harry on March 20, 2018

• S&P 500 (SPX)
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Q: I have SPY and VIG and VUN for the US markets
I also have some US mutual funds which I intend to liquidate sometime in the next 12-18 months
Could you give me an opinion in general about the US market ?
since Jan there has been a pull back, Don Vialoux a few months ago hinted that
there could be pull back in the next few months
thanks
Michael

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Read Answer Asked by Michael on March 20, 2018

• Miscellaneous (MISC)
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Q: Good day,
If I have money in a US stock in a US TFSA account, sell the stock and move it to a CAD stock TFSA account ( same banking institution) or visa versa , is there any issues with over contribution? I am with TD if that is relevant.
Thanks,
Paul

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Read Answer Asked by Paul on March 20, 2018

• BMO Equal Weight REITs Index ETF (ZRE $23.49)
  • $23.49 P/E (TTM): 24.02X Cap: $615M
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Q: I currently don't have any REIT exposure and think I should focus on a broad ETF for more safety and diversification as opposed to some of the smaller cap REIT's I have previously held although they do have much higher yields I am concerned about the risk exposure. Would this be a good time to start a position in ZRE and/or do you have another suggestion?
Thanks,
Craig

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Read Answer Asked by Craig on March 20, 2018

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.18)
  • $11.18 P/E (TTM): 0.25X Cap: $1.45B
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Q: In a follow up to your XHY answer yesterday which I am interested in adding, would ZHY be a suitable replacement for that ticker? Why might now be a good time to add bonds to my portfolio? I currently have no exposure as well.
Thanks!
Craig

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Read Answer Asked by Craig on March 20, 2018

• Canadian Real Estate Investment Trust (REF.UN $51.95)
  • $51.95 P/E (TTM): 15.6X
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: Which reit would you prefer bpy.un or ref.un

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Read Answer Asked by Gill on March 20, 2018

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $76.25)
  • $76.25 P/E (TTM): 27.35X Cap: $3.04B
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Q: Hi, Can you give me a couple of suggestions for an Asian mutual fund or ETF, ex Japan, available in Canadian dollars? I'm definitely not adverse to a mutual fund.

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Read Answer Asked by Peter on March 20, 2018

• kneat.com inc. (KSI $4.21)
  • $4.21 Cap: $401M
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Q: 5I Team,

Can I please get your comments on Kneat.com Inc. (V.KSI)

Thank You

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Read Answer Asked by Scott on March 20, 2018

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.41)
  • $4.41 P/E (TTM): 31.5X Cap: $42M
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Q: Please comment on TPK earnings. Thanks

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Read Answer Asked by Imtiaz on March 20, 2018