Investment Q&A

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• Micron Technology Inc. (MU $107.77)
  • $107.77 P/E (TTM): 25.03X Cap: $120.60B
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• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Siyata Mobile Inc. (SIM $6.50)
  • $6.50 Cap: $6M
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• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $44.11B
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• iRhythm Technologies Inc. (IRTC $164.98)
  • $164.98 Cap: $5.30B
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Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS

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Read Answer Asked by Klaus on May 17, 2019

• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X Cap: $1.01B
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Q: Peter; Would cargojet be a natural target for either Air Canada or Onex? Thanks. Rod

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Read Answer Asked by Rodney on May 17, 2019

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
  • View MX Profile
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Q: Could you give me the beta on MX? It really bangs around on price.

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Read Answer Asked by Gerald on May 17, 2019

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.82)
  • $21.82 Cap: $577M
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Q: Peter,

With the takeovers in the Canadian airline industry this week, do you see Chorus Aviation as a potential candidate to be taken out?

Thank you

Paul

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Read Answer Asked by paul on May 17, 2019

• 3M Company (MMM $147.87)
  • $147.87 P/E (TTM): 18.23X Cap: $78.75B
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Q: What is your view on 3M as a long term investment? I've always heard great things about this company and the shares always seem to sell at a premium, but when I take a look at growth either top or bottom line, it always fails to impress. What am I missing? Opportunity to pick up some shares here for the long term on the cheap with the recent drop?

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Read Answer Asked by John on May 17, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: I'm a little late to the party on SHOP as it has already had quite the run-up. On a go forward basis would you still recommend initiating a position at these levels? I can buy US or CAD is there a difference which to buy?

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Read Answer Asked by Andrzej on May 17, 2019

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: I'm liking IPL here from a chart perspective. Seems to have put in a higher low. Would like to add to my non registered CDN account. The yield today is 8.26%. Thoughts!

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Read Answer Asked by nicholas on May 17, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: As per co,financing increased to 1.46m shs fr 1.125m due to strong demand.Please help me to understand why the increase when the market price($43.68) is cheaper than the bought deal price of $44.55.Is it advisable to start a position here & what percentage Txs for U usual great services & views

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Read Answer Asked by Peter on May 17, 2019

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: With Transat and West Jet in the news the previous few days, do you think some of the feel good sentiment, in the sector, may spill over to Exchange Income (EIF-ca), or is the business too different to capture any investor interest?

Thanks.

John

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Read Answer Asked by john on May 17, 2019

• Applied Materials Inc. (AMAT $182.82)
  • $182.82 P/E (TTM): 21.9X Cap: $146.71B
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Q: Did Amat’s quarterly earnings have any reference to increased memory demand?

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Read Answer Asked by Cory on May 17, 2019

Q: Hey Guys,
What do you know about this Motley Fool 100 Index ETF? Trades under TMFC, is currently around $22. Looks like Motley Fools best 100 ideas, any thoughts on this one?
Thanks

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Read Answer Asked by Chris on May 17, 2019

Q: Could you please provide a good source where one can obtain historical financial data on NA securities (minimum 10 yrs). Free sources preferable to paid, however willing to consider paid if better, quicker, easier to use. Thx

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Read Answer Asked by Tony on May 17, 2019

• Synopsys Inc. (SNPS $636.02)
  • $636.02 P/E (TTM): 72.62X Cap: $98.68B
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Q: Your thoughts on this stock ? Is this an alternate way to play semis?

Thanks
Mark

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Read Answer Asked by Mark on May 17, 2019

• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I have these excellent performing stocks in my portfolio and wish to add to one of them. Percentages are as follows:
BAM.A - 3.8%
BYD.UN - 4.96%
WSP - 4.35%
Which one would you add to for growth and reliability over say 2- 5yrs, if you ignore the lower BAM % and then if you consider it has been brought up to the level of the other two?

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Read Answer Asked by Arthur on May 17, 2019

• Diversified Royalty Corp. (DIV $3.27)
  • $3.27 P/E (TTM): 20.44X Cap: $553M
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Q: What is your view of the just announced DIV acquisition of Mr. Mikes Steak House? Thanks.

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Read Answer Asked by Victor on May 17, 2019

• iQIYI Inc. (IQ $1.84)
  • $1.84 P/E (TTM): 16.52X Cap: $1.77B
  • View IQ Profile
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Q: Hello,
Could you please comment on IQ earning result, outlook and valuation. Is it expansive compare to its peers?
Thanks
Victor

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Read Answer Asked by Victor on May 17, 2019

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Great market response to decent Q($13.60 up .85).How was conference call? Time to add to my 3.5% position($17.28 p/p) Thanks for u usual great services & views

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Read Answer Asked by Peter on May 17, 2019

• Lumentum Holdings Inc. (LITE $111.13)
  • $111.13 Cap: $7.71B
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Q: What to do with LITE? Have small position. How much of a blow is news and downturn today? Is it overdone and eligible for a rebound?

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Read Answer Asked on May 17, 2019

Q: Peter; With the senate effectively killing Bill C-38, tanker ban on B.C. coasts, what do you think the immediate effect will be ? Thanks. Rod

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Read Answer Asked by Rodney on May 17, 2019

• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
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Q: I was expecting Armageddon/ volatility in the markets with no China deal and more tariffs and China retaliation. What gives? At some point this is going to impact earnings, jobs, etc. In fact the market has risen, what do you make of it?

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Read Answer Asked by Albert on May 17, 2019