Investment Q&A

• Constellation Software Inc. (CSU $4,844.17)
  • $4,844.17 P/E (TTM): 101.29X Cap: $102.65B
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Q: CSU's
Q1 looks pretty solid. Please comment on it. Include your thoughts on 0% adjusted organic growth and if there is anything negative.

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Read Answer Asked by sandy on April 25, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: I am wondering why your BEPORT is so high in Materials and Industrials and why it holds no Telecommunications, Utilities or Real Estate? I believe that most of 5i's recommendations have a much lower percentage in Materials and Industrials and suggest that most people hold stocks in all eleven sectors.

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Read Answer Asked by stephen on April 25, 2018

• Enbridge Inc. (ENB $61.84)
  • $61.84 P/E (TTM): 22.74X Cap: $134.81B
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Q: I have owned this security since inception would you suggest to continue to hold till maturity or just sell with the issues now facing enbridge?

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Read Answer Asked by Marcel on April 25, 2018

• Profound Medical Corp. (PRN $7.98)
  • $7.98 Cap: $239M
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Q: In response to Dennis' question on Profound Medical, when you say you "consider it one of the more interesting small caps in the space currently." Do you mean the medical device space or small caps stocks generally?

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Read Answer Asked by James on April 25, 2018

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $37.27B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.86)
  • $25.86 P/E (TTM): 18.39X Cap: $2.67B
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• Waste Connections Inc. (WCN $184.43)
  • $184.43 P/E (TTM): 75.56X Cap: $47.58B
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Q: Greetings.

How would you rank the above companies against the backdrop of a rising interest rate environment?

Thank you.

John

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Read Answer Asked by john on April 25, 2018

Q: Hi Peter
Recently several high profile investment advisors have predicted an "eminent crash" in the markets. Any suggestions on how to protect oneself in these uncertain times. Do you believe a crash is eminent.
Thanks.
Cam

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Read Answer Asked by Cam on April 25, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $53.74)
  • $53.74 P/E (TTM): 27.45X Cap: $1.81B
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Q: Hi. Is there any news on BAD. It has lost quite a bit of ground over the last couple of days. Thanks.

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Read Answer Asked by Alan on April 25, 2018

• Wynn Resorts Limited (WYNN $107.64)
  • $107.64 P/E (TTM): 28.8X Cap: $11.25B
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• Check Point Software Technologies Ltd. (CHKP $223.00)
  • $223.00 Cap: $24.15B
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Q: What are your thoughts on CHKP and WYNN after recent earnings. Are they worth holding as part of a balanced portfolio or is it time to let them go as there may be better opportunities elsewhere.

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Read Answer Asked by Paul on April 25, 2018

• Hydro One Limited (H $48.63)
  • $48.63 P/E (TTM): 24.03X Cap: $29.16B
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Q: Hi Peter,
I’m wondering if it’s possible to access your past comments made when you add or remove stocks from the 5i portfolios. Specifically, right now I’d like to be reminded of what you said regarding Hydro One, but it would be nice to be able to retrieve your comments on companies you pick but have not done reports on.
If such a tool isn’t available now, perhaps you might consider it at some point? Thanks a lot.
Molly

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Read Answer Asked by Molly on April 25, 2018

• Six Flags Entertainment Corporation (SIX)
  • P/E (TTM): 100.0X Cap: $2.69B
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Q: What do you think of this stock as an investment? I never hear anything about it but the chart looks great and I feel like it might have a good combination of dividend yield and growth. Is the dividend safe? Is the valuation attractive? What is you General take on the company? Thanks

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Read Answer Asked by Scott on April 25, 2018

• Workhorse Group Inc. (WKHS $2.05)
  • $2.05 Cap: $19M
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Q: 5-I
What are you thoughts on Workhorse (WKHS-Nasdaq)? Do you feel commercial electric vehicles are a worthwhile investment to look at this early? Do you know of any competition in this sector?
Thank you,

Paul

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Read Answer Asked by paul on April 25, 2018

• SDX Energy Plc - Ordinary Shares (SDX $0.37)
  • $0.37 P/E (TTM): 0.07X Cap: $75M
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Q: Hello Peter et al.

What is your viewpoint on SDX Energy at the moment? I have noticed that Josef Schachter has been on BNN lots of times promoting this stock. I see the benefit of it as well but I don’t agree with his prognosis of gas stocks in Canada being way undervalued and a good investment opportunity. His past picking history does not bode well in my opinion and because he likes SDX so much it concerns me. The company has no debt, lots of cash. Every well is a discovery in the last 6 morning months to a year. They are getting great prices for their gas in Morocco and Egypt. What is not to like!!! Am I missing something here?

Regards,


Brendan

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Read Answer Asked by Brendan on April 25, 2018

• Royal Bank of Canada (RY $182.42)
  • $182.42 P/E (TTM): 19.59X Cap: $257.12B
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Q: Hi 5i Team,
Is it safe to assume that holding RY in US$ doesn’t make it 'foreign property' for tax reporting purposes?
Thanks as usual for your help.
Molly

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Read Answer Asked by Molly on April 25, 2018

• Gilead Sciences Inc. (GILD $113.56)
  • $113.56 P/E (TTM): 23.14X Cap: $141.26B
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• QUALCOMM Incorporated (QCOM $159.88)
  • $159.88 P/E (TTM): 16.12X Cap: $175.54B
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• Pfizer Inc. (PFE $25.36)
  • $25.36 P/E (TTM): 18.22X Cap: $144.18B
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• Verizon Communications Inc. (VZ $42.84)
  • $42.84 P/E (TTM): 10.23X Cap: $180.62B
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• Vanguard Dividend Appreciation FTF (VIG $208.32)
  • $208.32 P/E (TTM): 23.33X Cap: $90.30B
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Q: I have Student Transportation in my US account. What would be some good US dividend Stocks and/or ETF's I could invest in to replace the lost dividends that I receive when it is sold later this month? I am looking at 3 or 4 stocks and 1 or 2 ETF's.
Thanks for the advice as it is always welcome.

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Read Answer Asked by Kevin on April 25, 2018

• Meta Platforms Inc. (META $713.58)
  • $713.58 P/E (TTM): 27.55X Cap: $1.79T
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• Micron Technology Inc. (MU $109.83)
  • $109.83 P/E (TTM): 26.07X Cap: $122.91B
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Q: I have 900 stocks bought at $59 should i still hold?Any hope?
Will facebook comeback (in your opinion)?.

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Read Answer Asked by Nizar on April 25, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: Is the location of production a factor for price and what is the breakdown of production from Canada, the USA and Europe.

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Read Answer Asked by Denis on April 25, 2018

• Financial Select Sector SPDR (XLF $53.10)
  • $53.10 P/E (TTM): 42.83X Cap: $52.12B
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• Health Care Select Sector SPDR (XLV $136.27)
  • $136.27 P/E (TTM): 65.74X Cap: $33.66B
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• Technology Select Sector SPDR ETF (XLK $260.29)
  • $260.29 P/E (TTM): 84.87X Cap: $82.70B
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Q: I would like set up a portfolio of US ETF, unhedged to Canadian market. Broad market, Technology, Banks, and Health etc.
Thank you for your great service
Shirley

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Read Answer Asked by Shirley on April 25, 2018

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Considering that Valener has dropped in price and that there are price target reductions is this a 'buying' opportunity?
Not quite sure why the reductions in price targets since this is pretty much a monopoly type utility type company ... unless I am missing something?
Thanks for the help!

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Read Answer Asked by Kenneth on April 25, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Not a question, just a comment: "Liquor Stores N.A. Ltd." changing its corporate name to "Alcanna". Depending upon how successful this cannabis initiative is for them, should be interesting to see if they eventually decide to spin off the booze biz.

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Read Answer Asked by RANDALL on April 25, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
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Q: I'm considering buying some HCLP, What is your take on this?

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Read Answer Asked by Dennis on April 25, 2018