Investment Q&A

• Royal Bank of Canada (RY $190.65)
  • $190.65 P/E (TTM): 20.47X Cap: $266.98B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.46X Cap: $176.46B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.49X Cap: $65.86B
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• Bank of Montreal (BMO $158.68)
  • $158.68 P/E (TTM): 13.87X Cap: $113.01B
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• Canadian Imperial Bank Of Commerce (CM $101.22)
  • $101.22 P/E (TTM): 12.64X Cap: $94.91B
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• TC Energy Corporation (TRP $70.80)
  • $70.80 P/E (TTM): 17.63X Cap: $74.43B
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• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.85X Cap: $46.42B
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• TELUS Corporation (T $22.94)
  • $22.94 P/E (TTM): 35.81X Cap: $35.32B
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• Fortis Inc. (FTS $70.05)
  • $70.05 P/E (TTM): 20.74X Cap: $35.55B
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• Pembina Pipeline Corporation (PPL $52.64)
  • $52.64 P/E (TTM): 17.6X Cap: $30.55B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• Superior Plus Corp. (SPB $7.43)
  • $7.43 P/E (TTM): 29.65X Cap: $1.63B
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• Alaris Equity Partners Income Trust (AD.UN $19.05)
  • $19.05 P/E (TTM): 6.04X Cap: $842M
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• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.03X Cap: $110.35B
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• Nutrien Ltd. (NTR $80.05)
  • $80.05 P/E (TTM): 185.22X Cap: $38.89B
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• Enablence Technologies Inc. (ENA $1.12)
  • $1.12 Cap: $23M
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Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele

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Read Answer Asked by Michele on November 05, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.41)
  • $102.41 P/E (TTM): 11.75X Cap: $1.54B
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Q: Can I please have your thoughts and analysis on Cargo jets recently announced earnings. Would you recommend adding to one's portfolio at this time. Thank You.

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Read Answer Asked by Brian on November 05, 2019

Q: Could you please comment on AT's Record Q3 results that were released this morning. Thanks as always.

AcuityAds Holdings Inc. (TSX:AT) ("AcuityAds" or "Company"), a technology leader that provides targeted digital media solutions enabling advertisers to connect intelligently with audiences across digital advertising campaigns, today announced its financial results for the three and nine months ended September 30, 2019.

Generated $26.9 million in Revenue, $1.6 million in Adjusted EBITDA and $0.7 million in Adjusted Net Income

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Read Answer Asked by karl on November 05, 2019

• Jamieson Wellness Inc. (JWEL $36.79)
  • $36.79 P/E (TTM): 30.61X Cap: $1.53B
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Q: What is the prognosis for Jamieson now that it has a few quarters under its belt. With Costco moving into China and Jamieson along with them it should be fairly positive, correct. What are the expectations for its numbers on Wednesday?

Thank You for your service
Clarence

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Read Answer Asked by Clarence on November 04, 2019

Q: Hi from the West coast.
My question is what are your recommendations for a company that is increasing revenues, showing a good history of dividend increases, and is a "value" play ?
Im concerned about buying now with evaluations so high.
Thanks Rick

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Read Answer Asked by Richard on November 04, 2019

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi 5i,
I see on Friday Nov 1, that Xebec Adsorption Inc (XBC) was up more than 150% on volumes and more than 12% on price. I can't find any publicly released information that would contribute to this change and wondered if you have any thoughts for this significant price and volume increase? Thanks

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Read Answer Asked by Gordon on November 04, 2019

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: I've owned zzz for a couple years now. Hasn't performed well and I don't see things changing in the near term. Looking for a replacement keeping in the same sector. I'm in mid 30's with portfolio somewhere between your balanced and growth portfolios.

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Read Answer Asked by justin on November 04, 2019

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: Could you please comment on Q3 earnings. Everything looked pretty decent to me except SSS . Does this really warrant the big drop this morning?
Thanks

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Read Answer Asked by Rudy 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

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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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

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: Can you comment on the prospects for Antibe Theraputics.

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Read Answer Asked by Kim on November 01, 2019

• Synchrony Financial (SYF $73.20)
  • $73.20 P/E (TTM): 8.68X Cap: $26.63B
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Q: What is you opinion on this stock as an alternative to VISA or Mastercard.

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Read Answer Asked by RALPH on October 31, 2019

• NanoXplore Inc. (GRA $3.02)
  • $3.02 Cap: $515M
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Q: Hi there,
Can you share your thoughts on NanoXplore, and since the last time you commented on this stock on March 2018 has your view changed ?

Thanks,

Barry

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Read Answer Asked by Barry on October 30, 2019

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.24X Cap: $3.28B
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Q: could you please give me a few stocks from your portfolios with the highest insider ownership. GSY comes to mind along with SIS. Thx

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Read Answer Asked by blake on October 30, 2019

• Maple Leaf Foods Inc. (MFI $35.65)
  • $35.65 P/E (TTM): 24.81X Cap: $4.42B
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Q: MFI is getting blasted this morning. I am inclined not to panic but would like your take on earnings, guidance and especially on whether or not this affects anything in their longer term planning.

Thank-you again.

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Read Answer Asked by Alex on October 30, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.41)
  • $102.41 P/E (TTM): 11.75X Cap: $1.54B
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• Waste Connections Inc. (WCN $255.55)
  • $255.55 P/E (TTM): 75.93X Cap: $65.79B
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Q: I have sold a security and have cash to invest. Can I have your thoughts on Cargojet and Waste Connection. Which of the two do you see as the better investment? Thank You.

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Read Answer Asked by Brian on October 30, 2019

• Waste Connections Inc. (WCN $255.55)
  • $255.55 P/E (TTM): 75.93X Cap: $65.79B
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Q: Can you please comment on the earnings for $WCN, Waster Connections.

Thanks Valter

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Read Answer Asked by Valter on October 30, 2019

• Ballard Power Systems Inc. (BLDP $2.79)
  • $2.79 Cap: $790M
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• Plug Power Inc. (PLUG $1.68)
  • $1.68 Cap: $1.77B
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• Bloom Energy Corporation Class A (BE $48.54)
  • $48.54 P/E (TTM): 404.64X Cap: $10.49B
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Q: Hi 5i Team - Having just read an article in the Star about the renewed potential for fuel cell powered vehicles am just wondering what your opinion on this would be especially given the great need to reduce greenhouse gases. Also are there any specific companies in this field that you think might do well over the next three to five years. Thank you.

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Read Answer Asked by Rob on October 29, 2019

Q: Do you have any opinions and advice regarding the upcoming IPO of GFL Environmental?

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Read Answer Asked by chris on October 29, 2019

• Neo Performance Materials Inc. (NEO $16.78)
  • $16.78 Cap: $698M
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Q: Hi Everyone at 5i! Any suggestion for a company dealing with rare earth mining in North America which is investment worthy ? Cheers, Tamara

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Read Answer Asked by Tamara on October 28, 2019