Investment Q&A

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Sylogist Ltd. (SYZ $5.39)
  • $5.39 Cap: $126M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Pioneering Technology Corp. (PTE $0.01)
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Q: Hey, thanks for your great service.
I'm looking for few companies that I can invest on tsx venture. Any upcoming companies that are doing very well?

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Read Answer Asked by Mohammed on December 11, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
  • $223.13 P/E (TTM): 87.93X Cap: $290.35B
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Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine

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Read Answer Asked by Antoine on December 11, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently hold a 3% position on the baby, and has dropped to 2% in my RRSP. I am seriously question where this is going, have you any concerns, should I be seriously considering taking a loss and stepping out.
Your candid comments are appreciated.

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Read Answer Asked by Rick on December 11, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi peter is the downward pressure on this stock related to tax loss selling ?
Kind regards
Stan

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Read Answer Asked by Stan on December 11, 2017

• Premier American Uranium Inc. (PUR $0.82)
  • $0.82 Cap: $54M
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Q: Just a note of thanks for your service. The take-over of PUR today is another reminder as to why I subscribe. This is a company that I doubt I would have come across on my own and it's turned in to a big win in my portfolio.

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Read Answer Asked by Brian on December 11, 2017

• Constellation Software Inc. (CSU $3,293.42)
  • $3,293.42 P/E (TTM): 75.41X Cap: $69.79B
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• Kinaxis Inc. (KXS $173.56)
  • $173.56 P/E (TTM): 102.46X Cap: $4.87B
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Q: I like KXS but am concerned over its valuation. Its price is very high in comparison to other software companies. Given your past recommendations for KXS, what justifies the premium over say something like CSU?
Thanks for all you do.

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Read Answer Asked by Leo on December 11, 2017

• Growth Portfolio (Growth)
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Q: Hello in a recent answer to question about the growth portfolio you mentioned some planned changes. Do you have approximate time when we will see those updates? I hold the majority of the stocks with the exception of about 8 stocks but thinking of holding off until I see the updates/changes.

Great work and wishing you all the best over the holidays. Looking forward to 2018 being a successful investing year

Thanks 5i

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Read Answer Asked by Sal on December 11, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: PLI made a,nice move today. My cost is 1.98. Should i sell?

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Read Answer Asked by Douglas on December 11, 2017

• Sylogist Ltd. (SYZ $5.39)
  • $5.39 Cap: $126M
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Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.

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Read Answer Asked by Helen on December 11, 2017

• Premier American Uranium Inc. (PUR $0.82)
  • $0.82 Cap: $54M
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Q: Earlier today you suggested a hold for now. In that another offer is a slim hope and therefore there is little room for any more appreciation why not sell now and put the money some where with more potential? Thanks

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Read Answer Asked by gary on December 11, 2017

• Premier American Uranium Inc. (PUR $0.82)
  • $0.82 Cap: $54M
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Q: Great news with Pure Technologies. What is the expected date for this deal to close?

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Read Answer Asked by Sheldon on December 11, 2017

• Premier American Uranium Inc. (PUR $0.82)
  • $0.82 Cap: $54M
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Q: I have PUR in a non registered account. With the acquisition by an American company, for tax purposes would it be best to just sell at the higher price (to avoid US paper work)?
thanks,

Paul

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Read Answer Asked by Paul on December 11, 2017

• WSP Global Inc. (WSP $244.33)
  • $244.33 P/E (TTM): 36.33X Cap: $31.91B
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Q: I'm trying to diversify a bit more and sell a quantity of banks and utilities Would you consider WSP as a long term buy and hold. Would I buy a full position now or stagger the buys. Thanks

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Read Answer Asked by Ken on December 11, 2017

• Premier American Uranium Inc. (PUR $0.82)
  • $0.82 Cap: $54M
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Q: What do you think of the acquisition by Xylem?

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Read Answer Asked by Aaron on December 11, 2017

• Knight Therapeutics Inc. (GUD $6.04)
  • $6.04 Cap: $602M
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Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK

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Read Answer Asked by bob on December 08, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.02)
  • $6.02 P/E (TTM): 23.96X Cap: $641M
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Q: I am retired living on dividend income. Been considering starting a position in FSZ for a few months for the good yield and growth potential. Do you think this dip is a good time to start a position?
Or would you wait to see how they use the net proceeds of the recent offerings?

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Read Answer Asked by Curtis on December 08, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently have a 2% position in Crius and am slightly underwater. Like the dividend but I am somewhat concerned about sustainability. Would this be a good time to increase the position? What are your thoughts? I think the new website is fantastic.
Thank you.
Harvey

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Read Answer Asked by Harvey on December 07, 2017

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: Good Afternoon,

Can I assume you will roll over your shares of AGU held in the Income portfolio into the new parent company Nutrien?

Thanks

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Read Answer Asked by Chris on December 07, 2017

• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: Morning 5i,

What is the approximate portfolio Beta for both the Balanced and Growth Portfolio's at the moment, relative to their appropriate benchmarks?

Many thanks!

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Read Answer Asked by Elliott on December 07, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi there

Is this a good entry point for TV? I am assuming given it is a resource stock it is not a buy and forget stock. With that in mind how long would you see a holding period, and given appreciation what would trigger or indicate an eventual sell decision.

Thanks

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Read Answer Asked by Stuart on December 07, 2017