Investment Q&A

• Intuitive Surgical Inc. (ISRG $568.64)
  • $568.64 P/E (TTM): 75.76X Cap: $203.38B
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Q: 1) Please comment on the current market conditions - going up or down? Dependent on the US/China tarrif talks?
2) If you had $120,000.00 to deploy in the market now what 3 to 5 stocks/ETF's would you buy now in 1)Canada and 3 to 5 stocks/ETF's in the US?
3)What companies would u recommend to buy as a play on 5G in the communications world? - Telcos? developers? support companies?
Thank you.

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Read Answer Asked by George on November 29, 2018

• Vermilion Energy Inc. (VET $12.44)
  • $12.44 Cap: $1.93B
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Q: KXS,MG,MX,PBH,SIS,TOY,TSGI,VET,WCP
Do this stocks have possibility of recovering after tax loss season,if selling for tax loss which stocks
will make sense to sell at today's prices.

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Read Answer Asked by Nizar on November 28, 2018

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $2M
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Q: What do you think are the chances of management's intention to purchase at $18 coming to pass (or at least being maintained)? Does the market not believe its going to happen? Due to general market sentiment or some specific company or management comments?

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Read Answer Asked by Peter on November 27, 2018

• Martinrea International Inc. (MRE $10.06)
  • $10.06 Cap: $733M
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Q: MRE got hammered today as a result of the GM news.I just saw the CFO on BNN and he says that the Oshawa plant is a tiny fraction of their business,in the 1% range.Any thoughts?

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Read Answer Asked by terry on November 27, 2018

• Exco Technologies Limited (XTC $6.68)
  • $6.68 P/E (TTM): 10.82X Cap: $251M
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Q: Hi 5i
Exco technologies reported today.
Your shop thoughts on performance in the quarter and going forward.
Your coverage has been clear that the stock is cheap - is this quarter's performance a catalyst to start unlocking value ?
Thanks

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Read Answer Asked by Patrick on November 27, 2018

• Labrador Iron Ore Royalty Corporation (LIF $29.76)
  • $29.76 P/E (TTM): 17.35X Cap: $1.91B
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Q: Any news why LIF dropped $3.25 today?

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Read Answer Asked by Cecil on November 27, 2018

• Meta Platforms Inc. (META $646.77)
  • $646.77 P/E (TTM): 28.7X Cap: $1.61T
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• Mastercard Incorporated (MA $548.29)
  • $548.29 P/E (TTM): 35.2X Cap: $488.48B
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• Alaris Equity Partners Income Trust (AD.UN $19.99)
  • $19.99 P/E (TTM): 5.44X Cap: $904M
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.51)
  • $20.51 P/E (TTM): 26.71X Cap: $2.06B
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Q: I am finally planing to sell the stocks above. and replace them with a 5% of Telus, Qualcom Great Canadian gaming and Brookfield Asset Man. for a 2-3 year plan.
Would like your comments ?
margita

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Read Answer Asked by Margita Elisabet on November 26, 2018

• Canadian National Railway Company (CNR $133.81)
  • $133.81 P/E (TTM): 18.16X Cap: $82.36B
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• Canadian Pacific Kansas City Limited (CP $100.14)
  • $100.14 P/E (TTM): 22.01X Cap: $91.23B
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• TFI International Inc. (TFII $125.16)
  • $125.16 P/E (TTM): 22.58X Cap: $10.23B
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Q: Hi,

Can you provide your overall views on the transportation sector and your ranking of the three noted companies. Thank you.

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Read Answer Asked by Greg on November 26, 2018

• Brookfield Renewable Partners L.P. (BEP.UN $39.10)
  • $39.10 Cap: $25.88B
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• Methanex Corporation (MX $52.07)
  • $52.07 P/E (TTM): 12.15X Cap: $3.93B
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• Boralex Inc. Class A Shares (BLX $24.06)
  • $24.06 Cap: $2.51B
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Q: With the general pounding the markets took in October, the glass half full sees opportunity. My portfolio is particularly light in Materials, Telecom and Utilities, and I'm looking to top up in a registered account. What companies look attractive to you today based on undue overselling?

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Read Answer Asked by Stan on November 23, 2018

• Finning International Inc. (FTT $73.11)
  • $73.11 P/E (TTM): 14.72X Cap: $9.68B
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Q: Finning as a Cdn. representative for Caterpillar should benefit from the tax benefits announced in the Federal mini-budget. Would you consider the company a good buy in today's market?
Thank you for 'holding the course'

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Read Answer Asked by Sigrid on November 22, 2018

• Metro Inc. (MRU $99.69)
  • $99.69 P/E (TTM): 21.7X Cap: $21.64B
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Q: What is happening to MRU, a big jump
any news to justify the jump in value

buy sell or hold ?

thanks
Michael

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Read Answer Asked by Michael on November 22, 2018

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Canfor Corporation (CFP $11.72)
  • $11.72 Cap: $1.39B
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• Western Forest Products Inc. (WEF $11.23)
  • $11.23 Cap: $118M
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Q: Hello 5i,

Thank you for the great work and your valued perspective through this volatility. How would you rank stocks within the Forestry sector today for an investor with a 3-5+ year hold?

The sector is looking interesting to me based on the present weakness in U.S. housing. WEF is up significantly today and your perspective on long-term opportunities in the sector is greatly appreciated. Thank you.

G

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Read Answer Asked by Greg on November 21, 2018

• BCE Inc. (BCE $32.56)
  • $32.56 P/E (TTM): 4.94X Cap: $30.68B
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• Loblaw Companies Limited (L $61.78)
  • $61.78 P/E (TTM): 7.66X Cap: $74.83B
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• TELUS Corporation (T $18.20)
  • $18.20 Cap: $28.04B
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• Saputo Inc. (SAP $38.95)
  • $38.95 Cap: $16.25B
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• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $604M
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Q: Looking for suggestions for Recession Proof Stocks. Could I please have your suggestions. Thanks!

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Read Answer Asked by Barbara on November 21, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: Hi!
What is your opinion of OSB.TO? They have been doing share buyback and great dividend.
Thanks!

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Read Answer Asked by Kimberley on November 21, 2018

• Wajax Corporation (WJX $27.51)
  • $27.51 P/E (TTM): 12.99X Cap: $595M
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Q: What are your thoughts on Wajax as a possible buy?

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Read Answer Asked by Thomas on November 21, 2018

• WSP Global Inc. (WSP $242.96)
  • $242.96 P/E (TTM): 36.56X Cap: $32.09B
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• CAE Inc. (CAE $37.42)
  • $37.42 P/E (TTM): 28.11X Cap: $11.95B
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• NFI Group Inc. (NFI $13.54)
  • $13.54 Cap: $1.61B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 24.77X Cap: $1.49B
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Q: I need to sell one of these stocks from the Industrial sector for a rebalance. Long term outlook. I need help deciding on which one to cut.
Thank you again.

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Read Answer Asked by Derek on November 21, 2018

Q: Hi Peter and 5i team,
What are your top five “diamonds in the trash!” stocks.
Thanks

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Read Answer Asked by john on November 19, 2018

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?

Thanks - Ron

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Read Answer Asked by Ronald on November 19, 2018

• ONEX Corporation Subordinate Voting Shares (ONEX $111.90)
  • $111.90 P/E (TTM): 12.77X Cap: $7.62B
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Q: Hold ONEX in my RSP as a long portfolio diversifier. Could you comment on the latest numbers and would you prefer ONEX or BAM.A. Thanks Ron

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Read Answer Asked by Ronald on November 16, 2018

• Saputo Inc. (SAP $38.95)
  • $38.95 Cap: $16.25B
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• Premium Brands Holdings Corporation (PBH $97.23)
  • $97.23 P/E (TTM): 67.57X Cap: $4.38B
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Q: SAP vs PBH.
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?

Thanks.
Jim

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Read Answer Asked by James on November 16, 2018