Investment Q&A

• Miscellaneous (MISC)
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Q: Good morning 5i,
Would it be safe to say that 'executive orders' are also known as 'press releases'? Also should we be worried about debt ceilings and gov't shutdowns in March?
Thanks for the solid service. Gord.

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Read Answer Asked by gordon on February 13, 2017

Q: Silver stocks vs Gold stocks. They both move together however Silver has an industrial use where gold does not. Both are used in Jewellery. Would it not be prudent to invest in only silver stocks and not gold stocks for better future leverage ? Bob

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Read Answer Asked by bob on February 13, 2017

• Wheaton Precious Metals Corp. (WPM $130.26)
  • $130.26 P/E (TTM): 66.66X Cap: $56.78B
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Q: I am looking for additional Canadian Silver producers than the three I mentioned. Thank you Bob

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Read Answer Asked by bob on February 13, 2017

• MEG Energy Corp. (MEG $26.20)
  • $26.20 P/E (TTM): 11.36X Cap: $6.75B
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Q: what are your views towards MEG as a stock to buy on the O&G rebound? Is ot likely a takeover target?

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Read Answer Asked by Peter on February 13, 2017

• North Shore Uranium Ltd. (NSU $0.06)
  • $0.06 Cap: $1M
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Q: Good afternoon, as a follow up question on metrics this one for mining. Looking at comp tables from Royal if I understand correctly. First they determine the net asset value of the company on forward commodity curves and from this you get the discount to NAV. On a p/e and p/cfps it is more expensive but is cheaper on ev/ebitda with a discount to nav of 37.8%. -21% debt and div of .16$ US now. Sounds like an option to reduce exposure to utilities while collecting a nice dividend.
Am I missing something ?
Thanks

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Read Answer Asked by Denis on February 13, 2017

• Intact Financial Corporation (IFC $302.70)
  • $302.70 P/E (TTM): 24.39X Cap: $53.81B
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Q: Good morning. Question is your current thoughts about Intact. Last time you posted something was in 2015 at least publically. Wondering what you think and if this has any potential for say one year, three year and five year out? Thank you.

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Read Answer Asked by Lazzaro on February 13, 2017

• Superior Plus Corp. (SPB $7.15)
  • $7.15 P/E (TTM): 77.52X Cap: $1.67B
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Q: Your opinion on the deal with Gibson.Will it dilute shareholder value?

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Read Answer Asked by Kim on February 13, 2017

• Cascadia Minerals Ltd. (CAM $0.17)
  • $0.17 Cap: $12M
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Q: Thoughts on this company as a value investment for a long term hold. What do you feel are it's future prospects.

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Read Answer Asked by Rob on February 13, 2017

• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: Hi Peter, Ryan, and 5i Team Members
Would you please update your opinion on the current value and future prospects of Spectra 7 Microsystems in light of the year end report and recent news.
Thank you

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Read Answer Asked by Conrad L on February 13, 2017

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: I own sierra wireless and I guess earnings look good. Stock is up nicely over $5.00 today. I want to add but wonder about forward earnings. They seem to be getting some traction sort of like nvda in the automobile space. Thanks.

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Read Answer Asked by Helen on February 13, 2017

• Air Lease Corporation Class A (AL $57.81)
  • $57.81 P/E (TTM): 9.95X Cap: $6.36B
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Q: Hi Peter and Ryan,

Can I please get your valued opinion of Air Lease Corp. Thanks Dave

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Read Answer Asked by David on February 13, 2017

• Cue Health Inc. (HLTH)
  • Cap: $6M
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Q: What are your thoughts on company at this time

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Read Answer Asked by Todd on February 13, 2017

Q: Your thoughts on this company
Thank you

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Read Answer Asked by Peter on February 13, 2017

• Fortinet Inc. (FTNT $105.34)
  • $105.34 P/E (TTM): 44.01X Cap: $81.85B
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Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark

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Read Answer Asked by Mark on February 13, 2017

• Manulife Financial Corporation (MFC $41.87)
  • $41.87 P/E (TTM): 15.76X Cap: $71.94B
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Q: Is this a good entry point for MFC? Tx

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Read Answer Asked by hugh on February 13, 2017

• ServiceNow Inc. (NOW $966.81)
  • $966.81 P/E (TTM): 130.25X Cap: $198.70B
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Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?

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Read Answer Asked by Mark on February 13, 2017

Q: I just read that a Brazilian federal court suspended the sale of the Brasileiro SA's pipeline. How mighr this affect BAM?
Thanks

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Read Answer Asked by Nancy on February 13, 2017

• NVIDIA Corporation (NVDA $167.85)
  • $167.85 P/E (TTM): 55.28X Cap: $4.18T
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• Seagate Technology Holdings PLC (STX $146.19)
  • $146.19 P/E (TTM): 21.5X Cap: $31.22B
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Q: Would you switch from NVDA to STX here?

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Read Answer Asked by John on February 13, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.69)
  • $137.69 P/E (TTM): 17.95X Cap: $30.84B
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• Constellation Software Inc. (CSU $4,880.00)
  • $4,880.00 P/E (TTM): 102.67X Cap: $104.49B
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• Knight Therapeutics Inc. (GUD $6.13)
  • $6.13 P/E (TTM): 59.41X Cap: $597M
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Q: For a TFSA. any one of these preferable

Choosing only GUD a sound choice, if one wanted maximum result

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Read Answer Asked by Serge on February 13, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $32.60)
  • $32.60 P/E (TTM): 100.95X Cap: $2.07B
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Q: What are your thoughts on gold as a hedge for inflation and rising rates? If favourable, what would be the best way to play it -- gold company stock, gold ETF or physical gold? Any suggestions on gold ETF's or stocks that look good to buy currently?

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Read Answer Asked by Tony on February 13, 2017