Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN $19.14)
  • $19.14 Fwd P/E: 4.67X Cap: $879M
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Q: Nw years greetings,
What is your current opinion on AD.and do you feel that the present turn around trend will continue and why?Would you add to a growth portfolio?

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Read Answer Asked by ANDREW on January 13, 2020

• Enbridge Inc. (ENB $61.88)
  • $61.88 Fwd P/E: 22.77X Cap: $134.89B
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• TC Energy Corporation (TRP $65.52)
  • $65.52 Fwd P/E: 15.58X Cap: $68.09B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 Fwd P/E: 17.07X Cap: $77.95B
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• Parkland Corporation (PKI $38.64)
  • $38.64 Fwd P/E: 34.5X Cap: $6.68B
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Q: Hi Peter, Ryan, and Team,

I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.

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Read Answer Asked by Jerry on January 13, 2020

• CAE Inc. (CAE $39.96)
  • $39.96 Fwd P/E: 31.98X Cap: $12.79B
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Q: Looking for some clarification. Does CAE manufacture and operate training with simulators or do they just do training on stimulators they purchase?

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Read Answer Asked by William on January 12, 2020

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.94B
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Q: The DOO shares have had a ~3.3% drop. Dividends were paid out today (~.69% DY) yet I cannot find any news related to the decline which hopefully will recover. Any thoughts? Thank you

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Read Answer Asked by Martin on January 12, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.33B
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Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

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Read Answer Asked by wilson on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

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Read Answer Asked by Robert on January 12, 2020

• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 245.9X Cap: $4.48B
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Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

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Read Answer Asked by Jeff on January 12, 2020

• Premium Brands Holdings Corporation (PBH $90.51)
  • $90.51 Fwd P/E: 33.42X Cap: $4.06B
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Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

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Read Answer Asked by Marvin on January 12, 2020

• Cineplex Inc. (CGX $11.27)
  • $11.27 Cap: $714M
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Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

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Read Answer Asked by gene on January 12, 2020

• Alimentation Couche-Tard Inc. (ATD $75.43)
  • $75.43 Fwd P/E: 19.86X Cap: $70.15B
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Q: Hi,
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?

Thanks,
Brad

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Read Answer Asked by Brad on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.

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Read Answer Asked by Paul on January 12, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Hello 5i,
I am down quite a bit with TOY. Is it time to move on or stick with it with a 10 year outlook?
Stanley

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Read Answer Asked by STANLEY on January 10, 2020

• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 434.04X Cap: $5.67B
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Q: I see you really like this stock and mentioned a possible breakout. Can you explain your thoughts on the stock and why a possible breakout please?

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Read Answer Asked by Danny-boy on January 10, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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Q: GOOS has been on a downward trend of late. Bought in the mid 50s. I don't think that anything fundamentally has changed? Do you still like this company as a long term hold? It sort of reminds me of DOO as I bought DOO at mid 50s, watched it go down to mid 30s, and recover to todays price at 60.
Your thoughts please.

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Read Answer Asked by Rudy on January 10, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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Q: I have a small position in goos. Should I be worried or perhaps add to the position?
Thank you.

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Read Answer Asked by Lois on January 10, 2020

• CAE Inc. (CAE $39.96)
  • $39.96 Fwd P/E: 31.98X Cap: $12.79B
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Q: What impact will Boeing's decision to have pilot simulator training on CAE earnings in 2020 and beyond.
Thanks
Bob Rose

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Read Answer Asked by Robert on January 10, 2020

• NFI Group Inc. (NFI $18.85)
  • $18.85 Cap: $2.24B
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Q: Peter i know that NFI pays a big dividend, do you think that it is the right time to buy this and hold for 1 to 2 yrs

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Read Answer Asked by wilson on January 10, 2020

• WSP Global Inc. (WSP $288.96)
  • $288.96 Fwd P/E: 52.16X Cap: $37.70B
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Q: why is wsp up this morning

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Read Answer Asked by Ronald on January 09, 2020

• NFI Group Inc. (NFI $18.85)
  • $18.85 Cap: $2.24B
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• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 245.9X Cap: $4.48B
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Q: Of these two stocks which do you believe would provide a better return on investment over the next year and why please?

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Read Answer Asked by Danny-boy on January 09, 2020

• Boyd Group Income Fund (BYD.UN)
  • Fwd P/E: 47.0X
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• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 245.9X Cap: $4.48B
  • View BYD Profile
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Q: Hi,

What do you think of these two companies (BYD:CA and BYD.UN:CA for the next few years and which one would you prefer?

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Read Answer Asked by Graeme on January 09, 2020