Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.45B
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• Open Text Corporation (OTEX $32.94)
  • $32.94 P/E (TTM): 12.93X Cap: $8.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.41)
  • $160.41 P/E (TTM): 86.16X Cap: $208.73B
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Q: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!

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Read Answer Asked by Kim on January 25, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Any news behind the 2.5% increase in PKI today?

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Read Answer Asked by Curtis on January 25, 2018

• Sylogist Ltd. (SYZ $4.01)
  • $4.01 Cap: $93M
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• Celestica Inc. (CLS $401.83)
  • $401.83 P/E (TTM): 51.58X Cap: $46.47B
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• Avigilon Corporation (AVO $26.98)
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Q: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!

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Read Answer Asked by Jean-Bernard on January 25, 2018

• Savaria Corporation (SIS $25.20)
  • $25.20 P/E (TTM): 29.16X Cap: $1.80B
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Q: Having followed this company for some time a 5% drop in a day is absolutely not the norm even on a bad day, which this is not. It follows a 2.5% drop yesterday. Something is going on here other than normal trading. Are sell volumes very high and in high blocks indicating some major holder is dumping shares?

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Read Answer Asked by John on January 25, 2018

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: There Is one article said KL is overvalued at current price, your thoughts please, thanks always.

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Read Answer Asked by Hue on January 25, 2018

• Miscellaneous (MISC)
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Q: Greetings
What’s your view of companies that offer to repurchase shares via a ‘normal course issuer bid’ and simultaneously issue a similar amount of stock to officers and directors through stock options? The two activities run more or less concurrently but of course are issued under separate notifications.
Thank you

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Read Answer Asked by Tim on January 25, 2018

• GoldMoney Inc. (XAU $14.40)
  • $14.40 Cap: $141M
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Q: GoldMoney has traded down now to its 200 day moving average. I'm guessing due to drop in hype over crypto-currencies. What do you think of the company at this valuation? It looks like they report in February, any clues as to how they are executing recently?

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Read Answer Asked by Kel on January 25, 2018

• Miscellaneous (MISC)
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Q: What is your opinion on Fidelity Can.Large Cap B (Fid.231)?
It still has 4 Stars, but had zero return in 2017.
What do you see in the future for this fund?
Thank you.

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Read Answer Asked by Uli on January 25, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.45B
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• Open Text Corporation (OTEX $32.94)
  • $32.94 P/E (TTM): 12.93X Cap: $8.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.41)
  • $160.41 P/E (TTM): 86.16X Cap: $208.73B
  • View SHOP Profile
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Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.

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Read Answer Asked by Kim on January 25, 2018

• Cineplex Inc. (CGX $9.46)
  • $9.46 Cap: $595M
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Q: Hi Peter & 5i group.
The CEO of CGX was interviewed the other day, (which seemed to me to quite positive), if you happened to catch the interview, what is your opinion on taking a full position now.
Thanks,
Ken

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Read Answer Asked by kenneth on January 25, 2018

• U.S. Silica Holdings Inc. (SLCA)
  • P/E (TTM): 10.44X
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• Select Sands Corp. (SNS)
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• Covia Holdings Corporation (CVIA)
  • Cap: $60M
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• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
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Q: Sales increase, price per ton increasing, but EBITDA not so much. What is your long term view on frac sands companies. Deepwater and oil sands are not where I want to be.
I am a patient holder of a small company (SNS) that is working on efficiencies. Should I hold?

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Read Answer Asked by David on January 25, 2018

• iShares India Index ETF (XID $47.24)
  • $47.24 P/E (TTM): 19.17X Cap: $133M
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Q: Hi: I am considering buying XID and was wondering if this is a good time given the strong recent performance of the "nifty-fifty". thx, J

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Read Answer Asked by John on January 25, 2018

Q: Auto Industry
Supposedly a good time to invest in the auto industry is when the economy is coming out of recession and interest rates are low: at time when people haven't been buying cars, but soon will. (Which sounds like where we are now, right ??)

But a lot of financial commentators are saying that it is "too late in the cycle" to invest in autos. Is there in fact a "cycle" or is this phrasing just another way of saying "car sales are slow right now" ?

When do you think auto sales will pick up ?

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Read Answer Asked by Don on January 25, 2018

• Surge Energy Inc. (SGY $7.90)
  • $7.90 P/E (TTM): 19.79X Cap: $781M
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: Looking to buy a small cap oil E&P with upside growth prospects. I am not adverse to risk.
Thanks

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Read Answer Asked by Terry on January 25, 2018

• Cisco Systems Inc. (CSCO $85.54)
  • $85.54 P/E (TTM): 33.51X Cap: $340.93B
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Q: Good Morning 5I Team, Can you please tell me when is this Co going to declare their earnings, if yes, I would like to have your opinion and comments. Many thanks, Catherine

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Read Answer Asked by Catherine on January 25, 2018

• Nemaska Lithium Inc. (NMX $0.17)
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• Standard Lithium Ltd. (SLL)
  • P/E (TTM): -25.0X Cap: $975M
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Q: Good Morning Team,

Would you be able to give us an update on both of these and let us know which one you prefer? Why? Or would you buy both to diversify?

It is still January, so Happy 2019 everyone!

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Read Answer Asked by Saeed on January 25, 2018

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $75.86)
  • $75.86 P/E (TTM): 21.35X Cap: $423M
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Q: Hi,
Can you suggest 1 or 2 good DOW etfs, both hedged and unhedged. I am leaning toward unhedged at the moment as our dollar is quite strong.

Thank You, John

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Read Answer Asked by John on January 25, 2018

• Cascades Inc. (CAS $13.82)
  • $13.82 Cap: $1.39B
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Q: Good day,

Your thoughts on Cascades please as a 12 month hold? More headwinds or tail winds? Buy, Sell, Hold and why?

Thanks in advance

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Read Answer Asked by Tim on January 25, 2018

• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $3.03B
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Q: Is this a risk-free place to park money ? If not, could you please explain what and how likely, the risk might be ?
Many thanks.

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Read Answer Asked by Alexandra on January 25, 2018

• Bank of America Corporation (BAC $53.85)
  • $53.85 P/E (TTM): 15.41X Cap: $393.23B
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• JPMorgan Chase & Co. (JPM $310.82)
  • $310.82 P/E (TTM): 15.95X Cap: $846.13B
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Q: I would like to buy a US stock for my son’s RRSP account. I am considering BAC Bank of America. With current value of CAD/US is it a good time to buy into US market using CDn dollars or should I just stay in the Canadian stocks. Any other US stock suggestions ?
Thanks Kathy

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Read Answer Asked by Kathy on January 25, 2018