Investment Q&A

• Canopy Growth Corporation (WEED $1.69)
  • $1.69 Cap: $165M
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Q: With the Bloomberg article yesterday on the potential bubble in Marijuana stocks in Canada (also you have warn us about these stocks), I was wondering if there was a way to profit from this. Would you suggest shorting 3 or 4 of these stocks? And if so do you have some suggestions?

Thanks

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Read Answer Asked by Steven on December 12, 2016

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: What would be your strongest bear case for oil pricing? It seems most of the risk factors have been dealt with following news this weekend.

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Read Answer Asked by Renata on December 12, 2016

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $102.78B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
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• Align Technology Inc. (ALGN $194.06)
  • $194.06 P/E (TTM): 34.37X Cap: $13.70B
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Q: Hi Peter and Team!! I enjoyed your last presentation on buying stocks! I will be looking to invest money in my TFSA and disregarding my other holdings and the fact that these stocks are different, which one would you chose for the biggest growth potential and which the least.? I hope that everyone at 5i has a Happy and Healthy Holiday!! Kind Regards, Tamara

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Read Answer Asked by Tamara on December 12, 2016

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Exco Technologies Limited (XTC $6.59)
  • $6.59 P/E (TTM): 9.49X Cap: $252M
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Q: A couple of your listed companies listed here.
Publish if suitable.
http://www.theglobeandmail.com/report-on-business/rob-magazine/made-in-canada-five-factories-transportation-equipment/article33088005/

PB

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Read Answer Asked by Peter on December 12, 2016

• Alaris Equity Partners Income Trust (AD.UN $19.02)
  • $19.02 P/E (TTM): 4.61X Cap: $868M
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Q: FYI Steve King the CEO of Alaris was interviewed on BNN. He gives a good description of what the company does and the types of business they invest in. Video is about 7 minutes and very informative. Here is the link.
http://www.bnn.ca/video/alaris-royalty-ceo-rising-rates-will-greatly-help-us~1005583

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Read Answer Asked by Madeline on December 12, 2016

• WEQ Holdings Inc. (WEQ $2.13)
  • $2.13 Cap: $34M
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Q: Is it time to buy this? Is the balance sheet still a mess? Is Management OK

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Read Answer Asked by Ron on December 12, 2016

• Royal Bank of Canada (RY $181.21)
  • $181.21 P/E (TTM): 19.71X Cap: $257.04B
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• Toronto-Dominion Bank (The) (TD $102.17)
  • $102.17 P/E (TTM): 10.42X Cap: $175.38B
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Q: I am very overweight banks (short term strategy)with significant gains.Do you feel a rate hike Wed. is most likely? Would it be prudent to buy short term hedging?

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Read Answer Asked by George on December 12, 2016

• Miscellaneous (MISC)
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Q: Good day, I have a different kind of question. Feel free to not share if you wish. What has been your best personal investment decision you ever made? What was the biggest single return on a stock you ever owned? ( as in % terms )? Just curious. Love your service.
Seamus

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Read Answer Asked by Seamus on December 12, 2016

• Sylogist Ltd. (SYZ $9.55)
  • $9.55 Cap: $228M
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Q: Hello 5i
Would you please highlight the primary financial measures (including recent results and forward projections) that make SYZ one of 5i’s top investment ideas going forward?
Closed Friday @ $9.85 and the chart pattern highlights investors are moving out of not in to this investment.
Thanks for the education
Dave

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Read Answer Asked by David on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $52.72)
  • $52.72 P/E (TTM): 62.0X Cap: $25.87B
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Q: Hi team I've held teck for sometime and in a previous question you advised me to hold for a while longer. It seems to be going back down it has broken through a previous low of 30.80 and the next low is 27.60 do you think it is headed back down to 22.00 or less. What can you advise. Thanks Nick

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Read Answer Asked by Nick on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $52.72)
  • $52.72 P/E (TTM): 62.0X Cap: $25.87B
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Q: Hi, do you know what this stock is down about 14% in a few days? Should I buy in or avoid?

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Read Answer Asked by Graeme on December 12, 2016

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $102.78B
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Q: Hi, I am trying to understand the value of this transaction ( Agreement yet to be approved by RKN shareholders) of US$80 mln investment in Redknee Solutions by Constellation Shareholder to the company and its shareholders. Per your comments, Constellation is interested in company's mobile billing software and its clients and will be entitled to receive 10% Preferred shares( is it 10% dividend or 10% of the shares issue) and warrants. It appears like a take over in a round about manner. I would appreciate if you could help with an analysis and your views. Thanks

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Read Answer Asked by rajeev on December 12, 2016

• Miscellaneous (MISC)
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Q: What is the best free or cheapest source for insider ownership information for Canadian companies? for US listed companies?
Thanks

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Read Answer Asked by Shirley on December 11, 2016

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Q: I am relatively new to your service, but have search around the site a bit and cannot seem to find anything that addresses what criteria you use in selecting companies on which to report. I wonder if you could elaborate a bit. Perhaps your answer could be added to the FAQ. Thanks....David

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Read Answer Asked by David on December 11, 2016

• Miscellaneous (MISC)
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Q: Hello,

This is more of a request.

Is it possible to add an option to subscribe to forums and if subscribed to receive an email notification when new topics are created or topics are replayed to?

Thanks

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Read Answer Asked by Marios on December 11, 2016

• S&P 500 (SPX)
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Q: In a recent blog, Ryan indicated "Subscribers can login to see our thoughts on the FED model and what it may mean for the markets. " Please help me locate these thoughts. Thank you.

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Read Answer Asked by D on December 11, 2016

• Citigroup Inc. (C $94.00)
  • $94.00 P/E (TTM): 14.66X Cap: $175.56B
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Q: interesting blog on p/bvps and p/tbvps, what do you think of citi using these metrics as a value play? seems to me it might be a good investment. tkx pat

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Read Answer Asked by patrick on December 11, 2016

• Royal Bank of Canada (RY $181.21)
  • $181.21 P/E (TTM): 19.71X Cap: $257.04B
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• TELUS Corporation (T $22.62)
  • $22.62 P/E (TTM): 28.48X Cap: $34.24B
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Q: My "advisor" is encouraging me to switch out of Telus and buy Royal Bank instead. Rationale: Telus "is a defensive stock and will not do well in a rising interest environment".

Telus is my only communications holding, and I already own National Bank in the financial sector, in a portfolio weighted to as-secure-as-possible dividend income stream with DRIP wherever possible.

Your thoughts on this switch? I'm reluctant.

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Read Answer Asked by Lotar on December 11, 2016

• Miscellaneous (MISC)
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Q: I'm looking for a complete ongoing updated list of shorts URL or website if possible. I believe it was posted before on your site but can't find it.

Many thanks.

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Read Answer Asked by Martin on December 11, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Hi 5i Team,

I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?

Thank you.

Francesco.

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Read Answer Asked by Francesco on December 11, 2016