Investment Q&A

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Can you comment on todays financial results.

Also there was previous comments about a share consolidation. I do not see any mention in todays announcement. Do you think this is a likely possibility?
Thanks John

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Read Answer Asked by John on May 10, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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Q: Hello 5i team,
What would be a reasonable stop limit for SHOP; would it be in % term or price?
Thanks,
Antoine

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Read Answer Asked by Antoine on May 10, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.12)
  • $23.12 P/E (TTM): 19.34X Cap: $2.34B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi, Could you please share quarterly estimates for KWH.un (AFCFO per share and EBITDA) and Revenue, Adj EBITDA and Adj EPS for ECI,TOY and BYD.un. Thanks

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Read Answer Asked by rajeev on May 10, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: I felt that PTG might be turning the corner but Can you shed any light on why Brian Kyle resigned from PTG after only a few months and how would this impact your opinion of the company . Thanx Robbie

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Read Answer Asked by Robert on May 10, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Please provide your view on the deal for Peanuts and Strawberry Shortcake announced today. It would appear to be potentially transformational for the company: C$475 deal as against current market cap of C$630. I initiated a small position over the last few months at current prices. Would you suggest stepping up to a 1/2 position on this news?

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Read Answer Asked by David on May 10, 2017

• BMO MSCI China Selection Equity Index ETF (ZCH $19.81)
  • $19.81 P/E (TTM): 18.05X Cap: $121M
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• iShares China Index ETF (XCH $25.18)
  • $25.18 P/E (TTM): 28.92X Cap: $183M
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Q: I'm thinking of taking a large position in China using ZCH & XCH to cover both the Tech and Financial sectors, do you have any advice regarding China and these choices? Thank you!

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Read Answer Asked by Pat on May 10, 2017

• Miscellaneous (MISC)
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Q: Many comments are made about diversifying outside Canada; Europe is thought to have good potential. I would like to take a look at it and thought to go with an ETF. But I am very uneasy about "Brexit" and every fund I look at has a 20 % or more weighting in Britain. Can you suggest an ETF or other suitable product that has no British exposure? Thanks for your help. BTW, first time question for me...I quite enjoy your work. Leonard

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Read Answer Asked by Leonard on May 10, 2017

• Fortress Global Enterprises Inc. (FGE $0.02)
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Q: a sharp pullback recently, I have held it in the past and got out. Wanting to get back in if there is no major bad news yet to come that might hold it down long term. Your comments please.

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Read Answer Asked by darcy on May 10, 2017

• Tucows Inc. (TC $26.73)
  • $26.73 Cap: $296M
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Q: Thoughts on Tucows earnings? In the short term does a pullback present an opportunity to pick up some shares for the long term?

Thanks,

John

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Read Answer Asked by Gooding on May 10, 2017

• BMO Floating Rate High Yield ETF (ZFH $15.08)
  • $15.08 Cap: $189M
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Q: Is this a good time in the cycle to go with this?
SP chart looks good technically to me, what portion of your fixed income weighing could go for it?
Any other thoughts?
Your service is wise and most valuable...

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Read Answer Asked by Daniel on May 10, 2017

• Aralez Pharmaceuticals Inc. (ARZ $0.43)
  • $0.43 Cap: $28M
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Q: Thoughts on recent earnings? Is this a lost cause?

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Read Answer Asked by sean on May 10, 2017

• Advanced Micro Devices Inc. (AMD $180.95)
  • $180.95 P/E (TTM): 127.7X Cap: $293.65B
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Q: Do you think that AMD is a worthy candidate for a covered call? Any chance of it blowing up or any other unforeseen event?
as always thanks for the great service

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Read Answer Asked by joseph on May 10, 2017

• Exchange Income Corporation (EIF $73.62)
  • $73.62 P/E (TTM): 29.76X Cap: $3.78B
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Q: Thoughts on earnings.

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Read Answer Asked by andrew on May 10, 2017

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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Q: Hi, I'm a new subscriber and love the service! Can I get your opinion on Input Capital prior to their Q2 report on May 17? Is there much upside/downside on the stock price given the companies quarterly update in April? Keep up the great work!

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Read Answer Asked by Todd on May 10, 2017

• Hydro One Limited (H $50.75)
  • $50.75 P/E (TTM): 24.81X Cap: $30.43B
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Q: Is Hydro One a good investment in your opinion? Would it be considered a growth stock or income?
Thank you.
HD

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Read Answer Asked by Helen on May 10, 2017

• Gilead Sciences Inc. (GILD $119.02)
  • $119.02 P/E (TTM): 25.21X Cap: $147.68B
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Q: I have a sizeable position in the stock and am down 20%. Debating whether I should hold or sell. It's in a taxable account so could utilize the loss for tax purposes. Don't see a catalyst in the near future and the board and management don't seem to be in a rush to create one. Thx

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Read Answer Asked by Patrick on May 10, 2017

• BMO Junior Gold Index ETF (ZJG $150.04)
  • $150.04 P/E (TTM): 74.81X Cap: $140M
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Q: HI folks: AS of June 17 GDXJ will be kicking a large number
of Jr. gold stocks out of their ETF. This will likely
drag the price of these juniors down for a period.
If this pull back happens, what do you think of buying
some ZJG to maintain a holding of some Jr. gold companies?

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Read Answer Asked by Charles on May 10, 2017

• Dollarama Inc. (DOL $193.24)
  • $193.24 P/E (TTM): 43.7X Cap: $53.57B
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Q: Hi 5i,

Despite the nice QoQ growth at DOL, the debt is also rising drastically. Is this a concern to you? From what I can tell they are essentially issuing debt to buy back stock - at very elevated prices. This can't go on forever? I have a very healthy gain on the DOL shares that I have left and am considering selling all.

Mike

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Read Answer Asked by Michael on May 10, 2017

• Miscellaneous (MISC)
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Q: An interesting comment I read on CNBC from Warren Buffet when he was asked why he invested in IBM instead of Amazon or Google he said:``in one word stupidity``. Made me feel better about my own !

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Read Answer Asked by Denis on May 10, 2017

• Aecon Group Inc. (ARE $20.38)
  • $20.38 Cap: $1.30B
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Q: please give me your opinion on last qrt. is it a buying opertunety

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Read Answer Asked by Walter on May 10, 2017