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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Read Answer Asked by Eugene on November 02, 2020
Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Read Answer Asked by Daniel on November 02, 2020
Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.

Thanks, Rossana.
Read Answer Asked by Rossana on November 02, 2020
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Read Answer Asked by William on November 02, 2020
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?
Read Answer Asked by Kim on October 30, 2020
Q: Hi group still agonizing over keeping or selling this stock before results for 3 rd quarter are posted next week Nov 3. Looks like lots of insider trading (can you confirm?) the stock came off significantly over the last month . Looks fishy to me that there is some information out there that we as shareholders do not have (hence the question on insider trading) - please comment. My second question is on LSPS I sold at $46.50 Cad and am waiting to get back in - do you see the stock dropping below $40 is this environment or will it hold - should I buy sooner rather than later I am a moderate risk investors . Thanks for your guidance.
Read Answer Asked by Terence on October 28, 2020
Q: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward
Read Answer Asked by Edward on October 27, 2020
Q: In the answer you gave a member today about SHOP, you say: "Growth is solid, for sure, and it has done most things right, but many investors will balk at paying 35X sales for a stock.” In the company profile of SHOP, we see a Price to Sales of 66.28 (as of today). Are you referring to the same ratio? If yes, which of 35 or 66 is the correct number? Thanks, Gervais
Read Answer Asked by Gervais on October 26, 2020
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