Investment Q&A

• NVIDIA Corporation (NVDA $167.85)
  • $167.85 P/E (TTM): 55.28X Cap: $4.18T
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• Box Inc. Class A (BOX $33.07)
  • $33.07 P/E (TTM): 25.47X Cap: $4.75B
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• Arista Networks Inc. (ANET $109.71)
  • $109.71 P/E (TTM): 47.09X Cap: $140.17B
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Q: Good Day Team,

What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick

Thank you for being the best of best!

Upvote 0

Read Answer Asked by Saeed on November 24, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX $112.53)
  • $112.53 P/E (TTM): 13.24X Cap: $7.89B
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• goeasy Ltd. (GSY $176.29)
  • $176.29 P/E (TTM): 11.6X Cap: $2.90B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $7.12)
  • $7.12 P/E (TTM): 21.62X Cap: $748M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• GoldMoney Inc. (XAU $8.71)
  • $8.71 Cap: $118M
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• Mogo Inc. (MOGO $2.77)
  • $2.77 Cap: $68M
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Q: My portfolio is light in the financial sector (CXI) and and I was thinking of adding GS at about half position (25K) to my RRSP and/or cash account for at least a 5 year hold, likely much longer. Although the yield is very attractive, I would prefer more growth. I am about 5 years from retirement and will be fully funded from other sources. I have slightly above moderate risk tolerance. Please suggest 2-3 stocks from each Canada and US, and if possible provide a rating. Thanks.
Al

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Read Answer Asked by Alvin on November 24, 2017

• GoldMoney Inc. (XAU $8.71)
  • $8.71 Cap: $118M
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Q: Hello Team,
Could you pls comment on Goldmoney's news regarding the creation of Goldmoney China? What metrics do you use to value a company like this?
Love your service!

Upvote 0

Read Answer Asked by brian on November 23, 2017

• Currency Exchange International Corp. (CXI $19.74)
  • $19.74 P/E (TTM): 42.3X Cap: $124M
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Q: Do you know when CXI reports next and the estimates?

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Read Answer Asked by Shawn on November 23, 2017

• FLYHT Aerospace Solutions Ltd. (FLY $0.34)
  • $0.34 Cap: $13M
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• LeoNovus Inc. (LTV $0.04)
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• BeWhere Holdings Inc. (BEW $0.81)
  • $0.81 Cap: $69M
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Q: Would you please rank the above mentioned stocks to start a small position in a tfsa and give your analysis and rankings? Thanx

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Read Answer Asked by Steve on November 23, 2017

• Sociedad Quimica y Minera S.A. (SQM $41.15)
  • $41.15 P/E (TTM): 16.13X Cap: $11.05B
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Q: I was under the impression that Rio Tinto is thinking about purchasing POT's stake in SQM only. POT needs to sell their stake in order to achieve a separate takeover of another company. Rio is not trying to takeover SQM. Am I mistaken?
Thanks
Jim

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Read Answer Asked by James on November 23, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Liminal BioSciences Inc. (LMNL)
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• Major Drilling Group International Inc. (MDI $9.25)
  • $9.25 P/E (TTM): 29.19X Cap: $740M
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• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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• Pioneering Technology Corp. (PTE $0.02)
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Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul

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Read Answer Asked by Paul on November 23, 2017

• Miscellaneous (MISC)
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Q: Is it good for the shareholder to have institutional ownership in a stock? if so up to what percentage is good and at what point may it be risky for the retail investor?

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Read Answer Asked by Cheryl on November 23, 2017

• Fair Isaac Corporation (FICO $1,527.60)
  • $1,527.60 P/E (TTM): 65.94X Cap: $37.52B
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Q: Can you give your opinion on Fair Isaac (fico), apart from the obvious momentum; the outlook for the sector going forward, and what impact a downturn would have on it. Thanks, Mark

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Read Answer Asked by Mark on November 23, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I would appreciate an opinion on this stock. I'm a conservative investor looking for income mostly.

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Read Answer Asked by James Douglas on November 23, 2017

• BioSyent Inc. (RX $11.40)
  • $11.40 P/E (TTM): 17.01X Cap: $128M
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Q: Can I get your opinion of Biosyent (RX)? Thanks.

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Read Answer Asked by BRYAN on November 23, 2017

• Prestige Consumer Healthcare Inc. (PBH $76.67)
  • $76.67 P/E (TTM): 17.61X Cap: $3.71B
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Q: Good morning. May I ask for your assessment of Prestige Brand's latest quarter results, and a forward statement as a healthcare 5 year hold? Thank you!

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Read Answer Asked by Susan on November 23, 2017

• Metro Inc. (MRU $104.39)
  • $104.39 P/E (TTM): 23.55X Cap: $23B
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Q: Hi Team
Metro reported today with fairly positive results although their results covered 13 wks compared to 12. Could you give me your opinion on their results and their future prospects with the purchase of the JCP Drug store chain,
Thanks John

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Read Answer Asked by John on November 23, 2017

• FLYHT Aerospace Solutions Ltd. (FLY $0.34)
  • $0.34 Cap: $13M
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Q: Can you please provide some companies that may have a competitive product to FLY?
Do you know if these competitors have made any inroads with any airlines?
If so, which airlines.

thanks for your objective answers

Upvote 0

Read Answer Asked by Ian on November 23, 2017

• VIQ Solutions Inc. (VQS $0.24)
  • $0.24 Cap: $11M
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Q: what is your opinion please

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Read Answer Asked by earl on November 23, 2017

• Enbridge Inc. (ENB $61.47)
  • $61.47 P/E (TTM): 22.55X Cap: $133B
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• AltaGas Ltd. (ALA $40.22)
  • $40.22 P/E (TTM): 21.36X Cap: $12.07B
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Q: Thinking about the issues ENB has faced post merger with Spectra Energy, do you think ALA's acquisition of WGL will go smoothly or do you foresee AFFO/Share (and even the dividend) being substantially impacted, especially given the premium ALA is paying?

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Read Answer Asked by Trevor on November 23, 2017

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Was wondering what you thought of Canadian Western Bank as a buy right now?? thanks

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Read Answer Asked by Karen on November 23, 2017

• LeoNovus Inc. (LTV $0.04)
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Q: Good morning from the West Coast .
Please give me your analysis of Leonovus , thanks
Rick

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Read Answer Asked by Richard on November 23, 2017

• Rogers Sugar Inc. (RSI $5.71)
  • $5.71 P/E (TTM): 12.82X Cap: $722M
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Q: Greetings 5i,

Rogers Sugar reported yesterday. What are your thoughts? Also with the recent acquisitions how do you feel about the future prospects?

Cheers!

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Read Answer Asked by Duane on November 23, 2017

• Ichor Holdings (ICHR $21.82)
  • $21.82 Cap: $771M
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Q: Down 9% yesterday. Any stock specific reason to account for this? I noticed the whole semi conductor space was weak. Would you step into a position after this weakness ?
Thank you
Karim

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Read Answer Asked by Karim on November 23, 2017