Investment Q&A

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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• Western Forest Products Inc. (WEF $0.40)
  • $0.40 Cap: $125M
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $22.88)
  • $22.88 Cap: $606M
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Q: What do your take on these three companies and would you rate them as Buy, Sell, or Hold.? What order would you recommend to purchase?

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Read Answer Asked by David on July 26, 2019

• ARC Resources Ltd. (ARX $26.95)
  • $26.95 P/E (TTM): 12.04X Cap: $15.91B
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• Methanex Corporation (MX $46.03)
  • $46.03 P/E (TTM): 11.35X Cap: $3.10B
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• Vermilion Energy Inc. (VET $10.64)
  • $10.64 Cap: $1.67B
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• NFI Group Inc. (NFI $19.00)
  • $19.00 Cap: $2.26B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.63)
  • $25.63 P/E (TTM): 17.76X Cap: $2.57B
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Q: Good morning...I am a 68 year old retail investor that has all of my expenses covered with dividend paying stocks....in my rif I hold nfi and toy both down about the same...I am thinking of selling and trading the two of them for arx and mx as these sectors are down and also these two stocks have large dividends.. would you change them now or hold the original two...also I hold vet in the energy sector and although down like the dividend

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Read Answer Asked by gene on July 26, 2019

• Balmoral Resources Ltd. (BAR $0.80)
  • $0.80 Cap: $142M
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Q: Based on the surge in gold and nickel prices is BAR a speculative buy at today's price for a long term hold ? Thank you for this great service ?

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Read Answer Asked by Christopher on July 26, 2019

• lululemon athletica inc. (LULU $223.21)
  • $223.21 P/E (TTM): 15.63X Cap: $26.36B
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Q: I follow Lulu lemon seems to have lots of positives . The new concept stores ( Yoga Studio, Gym , Health Restaurant and a Retail Store ) sound like great potential. Canadian Company listed US
Do you Follow ? Watch ?
Many Thanks
Greg

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Read Answer Asked by Greg on July 26, 2019

Q: So if I have $70,000 in my TFSA and it is recommended as a general rule no more than 3 percent in one company, does that mean I should buy only 6O shares for example of Lightspeed? The stock has to go up $10 just to make $600 bucks.

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Read Answer Asked by Helen on July 26, 2019

• Savaria Corporation (SIS $19.68)
  • $19.68 P/E (TTM): 29.04X Cap: $1.43B
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Q: I was stopped out of Sarvaria some time ago and thinking about repurchasing. What is your opinion of doing so at this time?
thx, Bob

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Read Answer Asked by Robert on July 26, 2019

• PayPal Holdings Inc. (PYPL $74.82)
  • $74.82 P/E (TTM): 16.67X Cap: $72.13B
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Q: Could 5i please explain what a trade of "short October 2019 $97 calls on PayPal Holdings" would mean?
Thank you.

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Read Answer Asked by George on July 26, 2019

• Parex Resources Inc. (PXT $14.60)
  • $14.60 P/E (TTM): 13.24X Cap: $1.43B
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Q: Hi 5i

Can't help notice the Q's on Canadian energy companies, and how the common theme leads me to think capitulation is close.

My questions is: Given the current political distaste for Canadian oil and gas, what would be your recommendation for an alternative investment in the energy sector? I already own BEP.UN, AQN, and ENB for disclosure, hopefully this won't instigate more sector Q's ;)

Please note my views on Canadian companies are severely restricted due to the duality of the current government.

Thanks,
Chris

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Read Answer Asked by Christopher on July 26, 2019

• Constellation Software Inc. (CSU $4,916.44)
  • $4,916.44 P/E (TTM): 104.1X Cap: $104.49B
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Q: Constellation Software now exceeds 10% of our total accounts because it has and keeps doing well. What would a reasonable reduction be, say down to 7%.? Given we are only 2-3 years requirement what stocks would you recommend as a replacement? We own Open Text and Kinaxis already. Thank you, Bill

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Read Answer Asked by Bill on July 26, 2019

• Celestica Inc. (CLS $223.09)
  • $223.09 P/E (TTM): 45.85X Cap: $25.27B
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Q: Hello,
Could you please comments on CLS earning results. Is it cheap compare to its peers and its historic valuation?
Thanks
Victor

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Read Answer Asked by Victor on July 26, 2019

• Toromont Industries Ltd. (TIH $127.45)
  • $127.45 P/E (TTM): 21.31X Cap: $10.46B
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Q: Hi 5i team, any comment on Q-earning. Thanks.

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Read Answer Asked by victor on July 26, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?

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Read Answer Asked by Jeff on July 26, 2019

• WSP Global Inc. (WSP $284.35)
  • $284.35 P/E (TTM): 52.77X Cap: $37.70B
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• TFI International Inc. (TFII $120.70)
  • $120.70 P/E (TTM): 19.52X Cap: $10.17B
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Q: I hold TFII and am down about 6%, would you sell and replace with WSP or just be patient?

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Read Answer Asked by Lyle on July 26, 2019

• Methanex Corporation (MX $46.03)
  • $46.03 P/E (TTM): 11.35X Cap: $3.10B
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Q: Hello Peter and team,
Would you agree/disagree with this analysis:

https://ca.finance.yahoo.com/news/earnings-preview-methanex-meoh-q2-143202138.html

Thx!

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Read Answer Asked by Silvia on July 26, 2019

• Constellation Software Inc. (CSU $4,916.44)
  • $4,916.44 P/E (TTM): 104.1X Cap: $104.49B
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Q: what are the estimates for csu and when does the company report?

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Read Answer Asked by blake on July 26, 2019

• TFI International Inc. (TFII $120.70)
  • $120.70 P/E (TTM): 19.52X Cap: $10.17B
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Q: Please comment on latest Q. Do the results warrant addition to a 2% position(p/p $47.58)? Txs for u usual great services & views

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Read Answer Asked by Peter on July 26, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Hi,
I have bought PEO @ $4.27 and as of today I have 111% paper profit.
Peter published an article whose subject was "keep your winners"
but it's still not clear when to crystallize profit from such a winner.
Please provide some guide lines.
Thanks,
Morris

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Read Answer Asked by Morris on July 26, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: I have held this stock for a couple of years based on your recommend (thank you!!). I notice it has been recently breaking out of a year long trading range to new highs. While the last quarter was ok, it doesn’t really explain the breakout. Any thoughts on why?
Thanks as always.

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Read Answer Asked by Neil on July 26, 2019

• American Electric Power Company Inc. (AEP $108.54)
  • $108.54 P/E (TTM): 20.73X Cap: $57.37B
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Q: Is American Electric Power to expensive to buy at the current price?

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Read Answer Asked by BRYAN on July 26, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.71)
  • $17.71 Cap: $2.36B
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Q: Would you buy Lspd before earnings or should be after earnings.? Thanks

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Read Answer Asked by Hue on July 26, 2019