Investment Q&A

• Sun Life Financial Inc. (SLF $86.12)
  • $86.12 P/E (TTM): 15.8X Cap: $48.47B
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• Magna International Inc. (MG $61.46)
  • $61.46 P/E (TTM): 10.94X Cap: $17.61B
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• goeasy Ltd. (GSY $160.32)
  • $160.32 P/E (TTM): 9.74X Cap: $2.57B
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Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel

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Read Answer Asked by DANIEL on November 18, 2019

• Knight Therapeutics Inc. (GUD $5.79)
  • $5.79 Cap: $586M
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Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston

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Read Answer Asked by Gaston on November 18, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Once the vote on conversion occurs, would you be able to provide members with an update,and explanation around tax implications? It appears there is some confusion around if taxes have to be paid upon conversion or at a later date when shares are sold. Also, what will the dividend be as under the current structure we receive interest
Thanks for the great service,and recommendation on Boyd.
Phil

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Read Answer Asked by Phil on November 18, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.44)
  • $76.44 P/E (TTM): 17.33X Cap: $13.47B
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• Alimentation Couche-Tard Inc. (ATD $72.97)
  • $72.97 P/E (TTM): 19.4X Cap: $68.35B
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Q: I have a small position in ccl.b and am considering switching it for atd.b for a 2 to 3 year hold . Good move? Which would you prefer and why? Thank you.

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Read Answer Asked by Steve on November 15, 2019

• CAE Inc. (CAE $38.50)
  • $38.50 P/E (TTM): 30.92X Cap: $12.54B
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Q: Is it too late to buy CAE as I have some funds to deploy? Can you suggests other stocks to buy if CAE is too expensive.
Thank You

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Read Answer Asked by Linda on November 14, 2019

• Savaria Corporation (SIS $21.57)
  • $21.57 P/E (TTM): 28.19X Cap: $1.54B
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Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!

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Read Answer Asked by Michael on November 14, 2019

• Enbridge Inc. (ENB $67.12)
  • $67.12 P/E (TTM): 24.06X Cap: $146.82B
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Q: I see Enbridge down close to 3% today as I write this. Are you aware of any news related to this drop. Could you please give me your current opinion on this stock and whether or not you think this is a good time to buy. Thanks.

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Read Answer Asked by Donald on November 14, 2019

• Questor Technology Inc. (QST $0.67)
  • $0.67 Cap: $17M
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Q: With their last Q results, do you agree, the stock is a better buy today than was yesterday.
Do you see the SP reaching it’s all time high again soon ?
Thanks

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Read Answer Asked by Luc on November 14, 2019

Q: Hi, could you please comment on BAM.a earnings. Thanks

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Read Answer Asked by rajeev on November 14, 2019

• CAE Inc. (CAE $38.50)
  • $38.50 P/E (TTM): 30.92X Cap: $12.54B
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Q: Morning fellas:
Please comment on this story’s recent results.
Thx mark

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Read Answer Asked by Mark on November 14, 2019

• Balanced Equity Portfolio (BEPORT)
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Q: From a valuation/prospects perspective (leaving aside portfolio considerations), what would you buy in BE today? Thanks!

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Read Answer Asked by Chris on November 14, 2019

• Knight Therapeutics Inc. (GUD $5.79)
  • $5.79 Cap: $586M
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Q: I have a half position in GUD. Would this be a good time to top up to a full position?

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Read Answer Asked by Larry M. on November 13, 2019

• Questor Technology Inc. (QST $0.67)
  • $0.67 Cap: $17M
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Q: Hi,

If I understand correctly, 5I isn't very bullish on the oil and gas sector now; however, it seems like you have high expectations from QST. I can see the appeal that QST can have regarding environmentally conscious needs, but wouldn't the companies they serve have to start doing better before QST would see huge growth?

thanks as always for your insights,
Brad

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Read Answer Asked by Brad on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.42)
  • $37.42 Cap: $25.15B
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Q: Would it be better for tax purpouses to sell my BEP.UN.LP shares and purchase the new Canadian Shares?
Thank You
Bill

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Read Answer Asked by Bill on November 13, 2019

• Alimentation Couche-Tard Inc. (ATD $72.97)
  • $72.97 P/E (TTM): 19.4X Cap: $68.35B
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Q: I'm wrestling over ATD, CCL and SAP. What are your thoughts? Which would you recommend for overall return over a 5year timeframe?

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Read Answer Asked by Iain on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.42)
  • $37.42 Cap: $25.15B
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Q: When BEP.UN trades with the new listing will the two listings be trading at the same price. They will both be trading essentially the same assets yet traded by different investor groups. Will this work as an arbitrage trade. Just Curious.
Thanks, Peter

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Read Answer Asked by Peter on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.42)
  • $37.42 Cap: $25.15B
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Q: The payout ratio is about 100% of AFFO. What is your view as to the sustainability of the distribution including guidance for increases? Is this level of payout consistent with peers?

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Read Answer Asked by Carl on November 13, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Your thoughts on Boyd's results please.

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Read Answer Asked by bill on November 13, 2019

• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: Can u please comment on earnings and if they suck is it worth holding on? Have owned this stock for sometime, should have sold it a long time back for more and feel its time to move on unless u can give me compelling reasons to do otherwise. Thx

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Read Answer Asked by Patrick on November 13, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.44)
  • $76.44 P/E (TTM): 17.33X Cap: $13.47B
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Q: comments please on the quarter?

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Read Answer Asked by blake on November 13, 2019