Investment Q&A

• Constellation Software Inc. (CSU)
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Q: Constellation Software now exceeds 10% of our total accounts because it has and keeps doing well. What would a reasonable reduction be, say down to 7%.? Given we are only 2-3 years requirement what stocks would you recommend as a replacement? We own Open Text and Kinaxis already. Thank you, Bill

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Read Answer Asked by Bill on July 26, 2019

• Celestica Inc. (CLS)
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Q: Hello,
Could you please comments on CLS earning results. Is it cheap compare to its peers and its historic valuation?
Thanks
Victor

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Read Answer Asked by Victor on July 26, 2019

• Toromont Industries Ltd. (TIH)
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Q: Hi 5i team, any comment on Q-earning. Thanks.

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Read Answer Asked by victor on July 26, 2019

• Valener Inc. (VNR)
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Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?

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Read Answer Asked by Jeff on July 26, 2019

• WSP Global Inc. (WSP)
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• TFI International Inc. (TFII)
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Q: I hold TFII and am down about 6%, would you sell and replace with WSP or just be patient?

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Read Answer Asked by Lyle on July 26, 2019

• Methanex Corporation (MX)
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Q: Hello Peter and team,
Would you agree/disagree with this analysis:

https://ca.finance.yahoo.com/news/earnings-preview-methanex-meoh-q2-143202138.html

Thx!

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Read Answer Asked by Silvia on July 26, 2019

• Constellation Software Inc. (CSU)
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Q: what are the estimates for csu and when does the company report?

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Read Answer Asked by blake on July 26, 2019

• TFI International Inc. (TFII)
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Q: Please comment on latest Q. Do the results warrant addition to a 2% position(p/p $47.58)? Txs for u usual great services & views

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Read Answer Asked by Peter on July 26, 2019

• People Corporation (PEO)
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Q: Hi,
I have bought PEO @ $4.27 and as of today I have 111% paper profit.
Peter published an article whose subject was "keep your winners"
but it's still not clear when to crystallize profit from such a winner.
Please provide some guide lines.
Thanks,
Morris

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Read Answer Asked by Morris on July 26, 2019

• People Corporation (PEO)
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Q: I have held this stock for a couple of years based on your recommend (thank you!!). I notice it has been recently breaking out of a year long trading range to new highs. While the last quarter was ok, it doesn’t really explain the breakout. Any thoughts on why?
Thanks as always.

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Read Answer Asked by Neil on July 26, 2019

• American Electric Power Company Inc. (AEP)
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Q: Is American Electric Power to expensive to buy at the current price?

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Read Answer Asked by BRYAN on July 26, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Would you buy Lspd before earnings or should be after earnings.? Thanks

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Read Answer Asked by Hue on July 26, 2019

Q: BAM.A has just announced an asset purchase from ALA on behalf of its Terraform holdingsCould you explain how this purchase's impact on BEP.UN.
Thanks
Bob Rose

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Read Answer Asked by Robert on July 25, 2019

• Fire & Flower Holdings Corp. (FAF)
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Q: Good days guys!

The stock is up 20% today due to couche-tard buying 10% of their equity.

Could you please provide your view on this stock? Is this a good entry point?

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Read Answer Asked by Carl on July 25, 2019

• Enbridge Inc. (ENB)
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Q: Any recent reason for Enbridge's decline the previous few days (industry or company news, analysts report, etc etc)?

Thanks.

John

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Read Answer Asked by john on July 25, 2019

• Alphabet Inc. (GOOG)
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• Lockheed Martin Corporation (LMT)
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Q: In your answer to Shyam on the 25th you mentioned GOOD and LMH. Are those symbols accurate or did you typo them?

Sheldon

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Read Answer Asked by Sheldon on July 25, 2019

• FLIR Systems Inc. (FLIR)
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Q: I see that Flir's results failed to please. What did you think of them and is it worth topping up a position in this stock?

TIA

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Read Answer Asked by Gerald on July 25, 2019

• FLIR Systems Inc. (FLIR)
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Q: Hi 5i,
Opinions on Flir please?

Thanks Mike

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Read Answer Asked by mike on July 25, 2019

• Covalon Technologies Ltd. (COV)
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Q: Comments on the latest update by Covalon. It has a slight whiff of the troubles that rht went through.

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Read Answer Asked by Kelly on July 25, 2019

• Covalon Technologies Ltd. (COV)
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Q: Hi,

With COV down 20% right now would you add to an existing position. What would be your maximum weight you'd recommend in a balanced portfolio considering the risk ? Thanks

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Read Answer Asked by Marco on July 25, 2019