Investment Q&A

• Edwards Lifesciences Corporation (EW $78.92)
  • $78.92 P/E (TTM): 33.81X Cap: $45.79B
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• Gamehost Inc. (GH $11.65)
  • $11.65 P/E (TTM): 11.9X Cap: $240M
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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• Repligen Corporation (RGEN $137.22)
  • $137.22 P/E (TTM): 13541.0X Cap: $7.77B
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Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• BILL Holdings Inc. (BILL $46.63)
  • $46.63 P/E (TTM): 300.8X Cap: $4.46B
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Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Royal Nickel Corporation (RNX)
  • P/E (TTM): 1106.0X
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• Novo Resources Corp. (NVO $0.13)
  • $0.13 Cap: $47M
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Q: Please comments current status of Rnx and Nvo, debt, ownership, cost per ounce produced, cash flow, revenue, good growth potential? Compare between them which one is better to buy at current price? Thanks always

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Read Answer Asked by Hue on January 24, 2020

• Forterra Inc. (FRTA)
  • P/E (TTM): 13.58X
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Q: Hello 5i,
Please give me your assessment of Forterra. Growth, debt, management etc
Thanks
Dave

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Read Answer Asked by Dave on January 24, 2020

• Birchcliff Energy Ltd. (BIR $7.01)
  • $7.01 P/E (TTM): 25.52X Cap: $1.91B
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Q: Is today's price drop a buying opportunity, or is it time to throw in the towel on this company?

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Read Answer Asked by Kevin on January 23, 2020

• Micron Technology Inc. (MU $417.35)
  • $417.35 P/E (TTM): 38.0X Cap: $469.73B
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Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank

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Read Answer Asked by Frank on January 23, 2020

• Birchcliff Energy Ltd. (BIR $7.01)
  • $7.01 P/E (TTM): 25.52X Cap: $1.91B
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Q: Any specific reason why Birchcliff is down over 12% today, substantially more than its peers? Would note that Scotiabank provided a fairly positive report today on the company’s current status and 5-year operational plan. Thanks.

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Read Answer Asked by Thomas on January 23, 2020

• Apple Inc. (AAPL $260.58)
  • $260.58 P/E (TTM): 33.4X Cap: $3.88T
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• Costco Wholesale Corporation (COST $987.82)
  • $987.82 P/E (TTM): 70.33X Cap: $438.46B
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• Microsoft Corporation (MSFT $398.46)
  • $398.46 P/E (TTM): 24.82X Cap: $2.95T
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• Starbucks Corporation (SBUX $95.80)
  • $95.80 P/E (TTM): 79.49X Cap: $109.09B
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Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy

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Read Answer Asked by Nancy on January 23, 2020

• Boyd Group Services Inc. (BYD $236.17)
  • $236.17 P/E (TTM): 228.28X Cap: $6.49B
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Q: I have held BYD for years and for most of that time its share price has moved up on a consistent basis. However now almost every day its share price goes down. Are you aware of any reason for this downturn? Would selling be wise? There are lots of good alternatives to Boyd.

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Read Answer Asked by Peter on January 23, 2020

• FirstService Corporation (FSV $213.72)
  • $213.72 P/E (TTM): 51.28X Cap: $9.82B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.33X Cap: $864M
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Q: How do these companies compare and which would you prefer for a long term investment. I am not familiar with either fsv or ecn.
Thanks for this and all the valuable advice.

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Read Answer Asked by Ron on January 23, 2020

• Ballard Power Systems Inc. (BLDP $2.90)
  • $2.90 Cap: $872M
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Q: What is your take on this company moving foward. Do you see potential growth this year

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Read Answer Asked by wilson on January 23, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U $12.26)
  • $12.26 Cap: $487M
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Q: Morning folks:
What is your opinion on this reit? Would u buy at the present level for a long term hold
Thx
Mark

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Read Answer Asked by Mark on January 23, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Have held for about a year now and up nicely so far, need your analysis on dividend safety growth prospects and tailwinds on the horizon? Echelon has it as a top 20 for 2020 with a $3.30 PT. What are your views please.
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: Any thoughts on why the recent surge of trading volume at BPY? Where does such a volume increase come from? Why now?

Thanks

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Read Answer Asked by alex on January 23, 2020

• Bank of Nova Scotia (The) (BNS $104.34)
  • $104.34 P/E (TTM): 25.56X Cap: $129.16B
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• BCE Inc. (BCE $35.01)
  • $35.01 P/E (TTM): 5.29X Cap: $32.64B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.13)
  • $43.13 Cap: $28.22B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Hydro One Limited (H $56.84)
  • $56.84 P/E (TTM): 26.46X Cap: $33.98B
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Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?

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Read Answer Asked by Mahdi on January 23, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.18)
  • $5.18 P/E (TTM): 15.44X Cap: $227M
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Q: Your thoughts on ADW.A as it slips downward even further today. Why such disfavor in the market place? A good point to buy with a loner time frame? With thanks, gary

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Read Answer Asked by Gary on January 23, 2020

• WSP Global Inc. (WSP $227.02)
  • $227.02 P/E (TTM): 33.31X Cap: $29.65B
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• Altus Group Limited (AIF $41.10)
  • $41.10 P/E (TTM): 4.53X Cap: $1.73B
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Q: With Altus separating the losing Geomatics from the company this should help the bottom line I assume.Jim

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Read Answer Asked by jim on January 23, 2020

• Atlantic Power Corporation (ATP $3.61)
  • $3.61 P/E (TTM): 5.29X
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Q: I have held this former income stock in my RSP for many years waiting for a recovery. Seems they have made minor progress in debt reduction. I am 15% underwater since inception.
Time to dump this apparently dead money?

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Read Answer Asked by Jean on January 23, 2020

• Dollarama Inc. (DOL $193.44)
  • $193.44 P/E (TTM): 41.04X Cap: $52.96B
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• Premium Brands Holdings Corporation (PBH $105.01)
  • $105.01 P/E (TTM): 71.12X Cap: $4.66B
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• Savaria Corporation (SIS $25.60)
  • $25.60 P/E (TTM): 29.28X Cap: $1.83B
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Q: Have to raise cash - the above are my poorest performers (SIS is negative). Have to sell 1 & 1/2 positions. What do you suggest I sell.
Thanks for all the great performers you have named.
Bill

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Read Answer Asked by Bill on January 23, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $43.13)
  • $43.13 Cap: $28.22B
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Q: Does BEP-UN require CRA form 1135 to be filled out?

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Read Answer Asked by Ed on January 23, 2020