Investment Q&A

• Alphabet Inc. (GOOG $303.67)
  • $303.67 P/E (TTM): 28.01X Cap: $3.65T
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• The Walt Disney Company (DIS $105.89)
  • $105.89 P/E (TTM): 15.53X Cap: $189.72B
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• iShares U.S. Medical Devices ETF (IHI $59.08)
  • $59.08 P/E (TTM): 30.04X Cap: $3.62B
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• Elbit Systems Ltd. (ESLT $730.35)
  • $730.35 Cap: $32.65B
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Q: am looking to invest $5000 (U.S.) in each of these stocks. However I am concerned about the daily volume for Elbit. Would you shy away from a stock just because this?
Ed in Montreal

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Read Answer Asked by ed on November 01, 2019

• The Kraft Heinz Company (KHC $23.94)
  • $23.94 Cap: $28.35B
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Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $275.93)
  • $275.93 P/E (TTM): 49.26X Cap: $26.71B
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Q: Please comments on Bombardier's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $155.41)
  • $155.41 P/E (TTM): 112.52X Cap: $36.56B
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Q: Thinking of taking a position in Live Nation as a 5-10 year hold and wanted to get your opinion of the company.
Thanks

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Read Answer Asked by Curtis on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

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Read Answer Asked by Karim on November 01, 2019

Q: No crystal ball but you would think there would be more mergers and acquisitions going on with low interest rates, a cheap dollar relative to the US dollar, etc. What companies do you think could be up for grabs? Thanks.

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Read Answer Asked by Helen on November 01, 2019

• Dorchester Minerals L.P. (DMLP $25.50)
  • $25.50 P/E (TTM): 23.23X Cap: $1.21B
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Q: May I please get your thoughts on this company. Thank you.

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Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $112.95)
  • $112.95 P/E (TTM): 21.83X Cap: $12.68B
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Q: Would you consider BLDR a good purchase at it current price.

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Read Answer Asked by David on November 01, 2019

• Suncor Energy Inc. (SU $77.76)
  • $77.76 P/E (TTM): 17.57X Cap: $89.48B
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• Methanex Corporation (MX $68.02)
  • $68.02 P/E (TTM): 16.28X Cap: $5.18B
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Q: Could you please comment on earnings for SU and MX (another miss as usual)? Would you consider adding to either on the dip? As you can tell I am getting irritated with MX always missing.

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Read Answer Asked by Paul on November 01, 2019

• Suncor Energy Inc. (SU $77.76)
  • $77.76 P/E (TTM): 17.57X Cap: $89.48B
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Q: Comments on their q results? Also what is their dividend payout ratio at present?

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Read Answer Asked by Thomas on November 01, 2019

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Hi, Could you please comment on the quarterly earnings release. Thanks

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Read Answer Asked by rajeev on November 01, 2019

• American Woodmark Corporation (AMWD $60.34)
  • $60.34 P/E (TTM): 13.59X Cap: $856M
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Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

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Read Answer Asked by David on November 01, 2019

• ONEX Corporation Subordinate Voting Shares (ONEX $107.04)
  • $107.04 P/E (TTM): 12.65X Cap: $7.35B
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Q: Can you please comment on ONEX for a long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 01, 2019

• Constellation Software Inc. (CSU $2,389.18)
  • $2,389.18 P/E (TTM): 52.94X Cap: $50.37B
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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!

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Read Answer Asked by Herm on November 01, 2019

• Velan Inc. Subordinate Voting Shares (VLN $15.89)
  • $15.89 P/E (TTM): 3.81X Cap: $346M
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Q: Would Velan be a good investment for a full position and long term hold
Thanks
Thomas

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Read Answer Asked by Thomas on November 01, 2019

Q: What would be the effects of China, Russia and the European Union having a common currency on the US and Canadian dollars.

Clayton

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Read Answer Asked by Clayton on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $155.12)
  • $155.12 P/E (TTM): 20.05X Cap: $359.71B
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Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

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Read Answer Asked by Brian on November 01, 2019

• Western Forest Products Inc. (WEF $13.73)
  • $13.73 Cap: $144M
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• Pinnacle Renewable Energy Inc. (PL $11.29)
  • View PL Profile
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Q: Hi 5i,

What are your thoughts on Pinnacle Renewable and Western Forest Products today as potential new positions?

Thank you in advance.

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Read Answer Asked by Greg on November 01, 2019

• Alteryx Inc. Class A (AYX)
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Q: Could I get your opinion on Alteryx results please?

Thanks

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Read Answer Asked by Joe on November 01, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: What price would be a good support level for KL? Would you buy before earnings or afterward ? Many thanks

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Read Answer Asked by Hue on November 01, 2019