Investment Q&A

• Methanex Corporation (MX $48.71)
  • $48.71 P/E (TTM): 11.96X Cap: $3.82B
  • View MX Profile
  • View Questions on MX

Q: You have mentioned in the past that MX "has some degree over methanol prices" yet the main reason for the current decline in profits was low pricing. Just how much ability to price products do they really have? Will the new facility, once it is on stream, increase this ability? I still like the company but I am wondering if pricing truly provides any kind of advantage.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on November 04, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $40.13)
  • $40.13 Cap: $26.40B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $49.77)
  • $49.77 P/E (TTM): 54.47X Cap: $22.88B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: What percentage ownership does Brookfield Asset Management have in the other 2 companies?

Upvote 0

Read Answer Asked by jacques on November 04, 2019

• BRP Inc. Subordinate Voting Shares (DOO $91.00)
  • $91.00 Cap: $6.60B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Your expert comment on its conference call on Oct.29.,& u overall opinion.It did initially spike its price to a $60.60H,but closed lower @ $57.96 Currently trading @ $58.79 today.CIBC upgraded TP to$64 from $56.Thanks for u recommendation @ a much lower price.Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on November 04, 2019

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I have been in and out of this stock often and typically sell when I’m up and rebuy it when it comes down. Made over 100% again and thinking of selling the entire position. Can you advise as to how expensive it has become and how that compares historically. Thx

Upvote 0

Read Answer Asked by Patrick on November 04, 2019

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: kxs did a wonderful run on Friday. Do you see more upside or is it time to sell?

Donna

Upvote 0

Read Answer Asked by Donna on November 04, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.09B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: TD has a 1 year price target of $52. Is that price fair?
Clayton

Upvote 0

Read Answer Asked by Clayton on November 04, 2019

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Appreciate your long term view on this one. When it was bouncing around the mid 60 you stressed that overtime based on the investments they are making it will pay off and it has. Now the analyst are bumping up price targets all over the place. Thanks for keeping things in perspective.

Upvote 0

Read Answer Asked by Sal on November 04, 2019

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
  • View MCR Profile
  • View Questions on MCR

Q: With the election out of the way, any further thoughts on MCR's future and would this be a good time to increase a small 1% position in a TFSA ?
Many thanks as awlways

Upvote 0

Read Answer Asked by Alexandra on November 01, 2019

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Concerning the report, unadjusted EPS this Q3 was $3.85 compare to $3.45 for
Q2. Therefore higher for Q3 than Q2. On the other hand, they stated for Q2 adjusted EPS was $6.49.
For some reason, they didn't state the adjusted EPS for Q3 in yesterdays release.
You calculated it at $4.29.
Why didn't they state that!

Upvote 0

Read Answer Asked by Herm on November 01, 2019

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: With revenues being close to estimates, what would you account CSU's large eps miss to?

Upvote 0

Read Answer Asked by john on November 01, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $19.65)
  • $19.65 P/E (TTM): 25.56X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Yesterday Mattel reported great Q resulting in big jump in price.In my humble opinion this has a positive impact on Toy.Plus It had held @ the $35 as per U. Is this time to start a position now Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on November 01, 2019

• Gildan Activewear Inc. (GIL $80.34)
  • $80.34 P/E (TTM): 18.25X Cap: $11.89B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL

Q: Hello 5i team,
I have a question in terms of buying the dips for Gildan Activewear Inc. I initially bought roughly a half position around the time you issued the buy recommendation for GIL at $49.33. Since the poor recent quarter and guidance downwards for the next year, the stock has dropped to $34.26 as I write this.

It seems this is purely market driven as appose to company fault. If I plan to hold this long term (~5 years), would it be a good idea to add to my current position? I know you are not a fan of averaging down, but isn't buying the dip the same thing?

Andrew

Upvote 0

Read Answer Asked by Andrew on November 01, 2019

• Dollarama Inc. (DOL $199.13)
  • $199.13 P/E (TTM): 43.73X Cap: $54.63B
  • View DOL Profile
  • View Questions on DOL

Q: My local Dollarama store is getting more traffic. I asked the salesperson why and her answer was since they started selling food she finds the traffic has been increasing. Good comment. Should help this quarter eps. RAK

Upvote 0

Read Answer Asked by bob on November 01, 2019

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Hi, could you please post the earning estimates for Parkland Fuel. Thanks

Upvote 0

Read Answer Asked by rajeev on November 01, 2019

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $47.02)
  • $47.02 P/E (TTM): 17.42X Cap: $11.75B
  • View OTEX Profile
  • View Questions on OTEX

Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks

Upvote 0

Read Answer Asked by Larissa on November 01, 2019

• Methanex Corporation (MX $48.71)
  • $48.71 P/E (TTM): 11.96X Cap: $3.82B
  • View MX Profile
  • View Questions on MX

Q: Hi Peter and Staff

If I am going to add to a position in MX based on earnings reported would you do it now or after tax loss selling ?

Thanks for all you do
Dennis

Upvote 0

Read Answer Asked by Dennis on November 01, 2019

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hello,
Could you please comment on KXS Q3 results and valuation compare to its peers.
Thanks
Victor

Upvote 0

Read Answer Asked by Victor on November 01, 2019

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: comments please on the quarter?

Upvote 0

Read Answer Asked by blake on November 01, 2019

• Methanex Corporation (MX $48.71)
  • $48.71 P/E (TTM): 11.96X Cap: $3.82B
  • View MX Profile
  • View Questions on MX

Q: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.

Upvote 0

Read Answer Asked by Geoffrey on October 31, 2019

• BCE Inc. (BCE $32.54)
  • $32.54 P/E (TTM): 4.89X Cap: $30.40B
  • View BCE Profile
  • View Questions on BCE

Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks

Upvote 0

Read Answer Asked by rajeev on October 31, 2019