Investment Q&A

• Peyto Exploration & Development Corp. (PEY $20.48)
  • $20.48 P/E (TTM): 12.13X Cap: $4.02B
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• Tourmaline Oil Corp. (TOU $61.94)
  • $61.94 P/E (TTM): 15.35X Cap: $23.02B
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• WSP Global Inc. (WSP $276.16)
  • $276.16 P/E (TTM): 45.59X Cap: $36.75B
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• Stantec Inc. (STN $156.84)
  • $156.84 P/E (TTM): 41.36X Cap: $17.84B
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• Aecon Group Inc. (ARE $28.49)
  • $28.49 P/E (TTM): 70.46X Cap: $1.59B
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• Birchcliff Energy Ltd. (BIR $6.37)
  • $6.37 P/E (TTM): 22.96X Cap: $1.76B
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• Black Diamond Group Limited (BDI $14.85)
  • $14.85 P/E (TTM): 28.94X Cap: $978M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

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Read Answer Asked by Denis on July 27, 2018

• Vermilion Energy Inc. (VET $10.58)
  • $10.58 Cap: $1.63B
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Q: Unsure if this was sent a few mins ago.Reportedly VET reports on July 30(opening or closing?) with estimated 0.22 EPS & $375.01m revenue.Does the results include the acquisition of SPE? 2)What are the whisper numbers,if any? 3)Is this a good time to start a position? 4)Between VET & PXT,which would you choose?Thanks for u usual great services & opinions.

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Read Answer Asked by Peter on July 27, 2018

• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 89.95X Cap: $79B
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Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

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Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 89.95X Cap: $79B
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Q: Hi, could you please comment on Constellation Software earnings release. Thanks

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Read Answer Asked by rajeev on July 27, 2018

• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 89.95X Cap: $79B
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Q: Please comment on CSU's Q2.

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Read Answer Asked by sandy on July 27, 2018

• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 89.95X Cap: $79B
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Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

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Read Answer Asked by Michael on July 27, 2018

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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• Magellan Aerospace Corporation (MAL $17.52)
  • $17.52 P/E (TTM): 24.8X Cap: $979M
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Q: Hello 5i Team,
What are your thoughts on these two securities?

Thank you in advance,

Massimo

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Read Answer Asked by Massimo on July 26, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.78)
  • $62.78 P/E (TTM): 35.55X Cap: $4.16B
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• First Trust Dow Jones Internet Index Fund (FDN $281.96)
  • $281.96 P/E (TTM): 36.36X Cap: $7.91B
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Q: Hi,
Is there an ETF that holds only a higher concentration of the FAANG stocks? I looked at the FNG but it does not seem to hold FB (could only find top 10 holdings). I’d like exposure to these growth names and maybe now good time to start a position with the declines in Netflix, and FB.
Thanks,
K.

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Read Answer Asked by KERRI on July 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $97.95)
  • $97.95 Cap: $5.26B
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• Vanguard S&P 500 ETF (VOO $622.55)
  • $622.55 P/E (TTM): 27.51X Cap: $690.32B
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• Vanguard Total Stock Market ETF (VTI $333.71)
  • $333.71 P/E (TTM): 26.9X Cap: $508.28B
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Q: I'm looking for some US exposure. Is this ETF suitable for a RRSP account. Other US ETF's suggestions ? Thanks

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Read Answer Asked by David on July 26, 2018

• CIBT Education Group Inc. (MBA)
  • P/E (TTM): 40.8X Cap: $27M
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Q: You mentioned in an earlier question that MBA was highly leveraged. Do you think it is reasonably leveraged compared to most REITs or a personal real estate portfolio? It seems to me that most of the debt is real estate related. Do you think this one is any more risky than owning leveraged real estate in general?

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Read Answer Asked by Wayne on July 26, 2018

• Waste Connections Inc. (WCN $176.82)
  • $176.82 P/E (TTM): 71.76X Cap: $45.52B
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• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $214.97)
  • $214.97 P/E (TTM): 12.38X Cap: $1.46B
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Q: Greetings 5i crew.

I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?

Thank you.

John

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Read Answer Asked by john on July 26, 2018

Q: Hoping for some education on economics here. In an answer to Terrance about portfolio weightings, you were suggesting 20% be allocated to Industrials and 5% to Materials. I would have thought Materials would have been higher in this scenario on the assumption that a strong industrial sector would boost raw material costs.

Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on July 26, 2018

• Ichor Holdings (ICHR $22.47)
  • $22.47 Cap: $758M
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Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.

Thanks,

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Read Answer Asked by Stephane on July 26, 2018

• Raytheon Company (RTN $116.96)
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Q: can you explain their results ,are the pension problems so bad that its time to sell. thanks

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Read Answer Asked by andre on July 26, 2018

• Applied Graphite Technologies Corporatio (AGT $0.05)
  • $0.05 Cap: $2M
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Q: What are your thoughts on todays development?

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Read Answer Asked by Richard on July 26, 2018

• BMO Equal Weight Industrials Index ETF (ZIN $49.22)
  • $49.22 P/E (TTM): 15.56X Cap: $42M
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Q: At present, I do not have much exposure to Canadian industrial stocks in my portfolio. I am assuming the best way to achieve this would be via an etf. Accordingly, could you please suggest a few.

Thanks, David

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Read Answer Asked by david on July 26, 2018

• Stella-Jones Inc. (SJ $78.46)
  • $78.46 P/E (TTM): 13.18X Cap: $4.35B
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Q: Is it time to start a position on SJ at the offering price of $40.63? Txs for u usual great advices & services

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Read Answer Asked by Peter on July 26, 2018

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Hi Team,
I have small position (0.4%) on SW and down 17%.
Your thought on SW is highly appreciated !
Thanks as always,
Tak

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Read Answer Asked by Tak on July 26, 2018

• BMO S&P 500 Index ETF (ZSP.U $74.32)
  • $74.32 P/E (TTM): 26.73X Cap: $2.45B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.94)
  • $69.94 P/E (TTM): 24.48X Cap: $915M
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• Vanguard S&P 500 ETF (VOO $622.55)
  • $622.55 P/E (TTM): 27.51X Cap: $690.32B
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Q: I've held this ETF for 2-1/2 years, its up about 40%. I purchased it initially as a US dollar holding not subject to US estate tax exposure. With Trump doubling the estate value amount before those taxes kick in, for now, thats no longer a concern. For future buys, is there a better US dollar ETF you'd recommend - lower MER and/or better growth, safety?

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Read Answer Asked by Lloyd on July 26, 2018

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.21)
  • $5.21 Cap: $1.30B
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Q: Can you explain free cash flow with NWH.UN. What is the pay out ratio.

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Read Answer Asked by roland on July 26, 2018