Investment Q&A

• Bank of Nova Scotia (The) (BNS $104.01)
  • $104.01 P/E (TTM): 25.98X Cap: $131.29B
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• BCE Inc. (BCE $35.72)
  • $35.72 P/E (TTM): 5.3X Cap: $33.30B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.71)
  • $43.71 Cap: $28.69B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• Hydro One Limited (H $57.64)
  • $57.64 P/E (TTM): 26.15X Cap: $33.98B
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Q: For someone looking for income, what dividend stocks, in any sector, would you find most appealing?

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Read Answer Asked by Michael on March 16, 2020

• Intercontinental Exchange Inc. (ICE $154.10)
  • $154.10 P/E (TTM): 26.69X Cap: $87.46B
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• Moody's Corporation (MCO $437.11)
  • $437.11 P/E (TTM): 32.76X Cap: $79.39B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• FactSet Research Systems Inc. (FDS $190.26)
  • $190.26 P/E (TTM): 12.41X Cap: $7.05B
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Q: Hi Team,

What are you thoughts about Financial data and stock exchanges stocks. They are holding up quite well and will have less impact from the interest rate cuts and financial meltdowns. Which one would you recommend from the 4 companies listed at current valuation.

Thanks

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Read Answer Asked by Ninad on March 11, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Is this a time to buy US Steel? Almost at a all time low, I believe? What is going on with this company as I do not follow; but, happened to notice it to-day.

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Read Answer Asked by James on March 05, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Leon's Furniture Limited (LNF $28.71)
  • $28.71 P/E (TTM): 11.47X Cap: $1.99B
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• Hydro One Limited (H $57.64)
  • $57.64 P/E (TTM): 26.15X Cap: $33.98B
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Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views

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Read Answer Asked by Peter on March 05, 2020

• Microsoft Corporation (MSFT $384.47)
  • $384.47 P/E (TTM): 24.84X Cap: $2.94T
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• The Walt Disney Company (DIS $104.41)
  • $104.41 P/E (TTM): 15.55X Cap: $184.96B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• Match Group Inc. (MTCH $30.88)
  • $30.88 P/E (TTM): 14.87X Cap: $7.51B
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• Uber Technologies Inc. (UBER $70.72)
  • $70.72 P/E (TTM): 9.49X Cap: $153.46B
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Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks

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Read Answer Asked by dan on March 02, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Hello 5i Research
Please comment why the TMX Group has been falling last 2 days while the market has been rising?
Thanks
Claudio

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Read Answer Asked by claudio on February 14, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Given your comments on TMX today why the 4% drop?

Sheldon

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Read Answer Asked by Sheldon on February 11, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Hi team,
Your comments please on their 4Q results.
Thanx!

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Read Answer Asked by Silvia on February 11, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $43.71)
  • $43.71 Cap: $28.69B
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• WSP Global Inc. (WSP $216.20)
  • $216.20 P/E (TTM): 34.33X Cap: $29.97B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.97)
  • $52.97 P/E (TTM): 59.73X Cap: $24.31B
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Q: With gains over the past year, I'm overweight in these holdings - BAM 7%, BEP 12%, BIP 8%. I'm not uncomfortable with BAM and BIP but BEP is high.
Do you think there is more short-term upside in either BEP or BIP due to the addition of corporate structures?
What overall weighting would you recommend for these 3 companies and do you have a preference for any - these would be long-term holdings (8-10 years) in an income focused portfolio?
If trimming is recommended, what are your top 3 recommendations for reliable and growing dividend paying stocks, sector not being an issue?
Thank you
Ian

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Read Answer Asked by Ian on January 29, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Any idea why the strong performance last few days?

Sheldon

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Read Answer Asked by Sheldon on January 15, 2020

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Would you be a buyer today?

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Read Answer Asked by LUIGI on November 28, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Wondering why the stock is down so much today on the CEO news. While terrible news - this was an issue while employed elsewhere - so can you shed some light on why it would cause such a decline on TMX Group? I would think it would only mean a change in leadership. Seems like an overreaction (from a stock price perspective only).

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Read Answer Asked by Doug on November 28, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: What is happening for TMX Group Ltd. (X)? It is a big drop to-day.
Do I need to sell?
Many thanks for your valuable advice.
K.W.Ma

K.W.Ma

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Read Answer Asked by kwokwai on November 28, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: What do you think of TMX's earnings and the subsequent market reaction? I am thinking, for long term shareholders, today's slide seems a little overdone?

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Read Answer Asked by john on November 08, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.17)
  • $5.17 P/E (TTM): 15.15X Cap: $224M
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• Knight Therapeutics Inc. (GUD $6.56)
  • $6.56 Cap: $641M
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• Savaria Corporation (SIS $25.75)
  • $25.75 P/E (TTM): 29.9X Cap: $1.84B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.20)
  • $12.20 Cap: $1.75B
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Q: Hi Ryan,

Just read a recap of your appearance on BNN today. How come you do not own any of your past or current top picks?

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Read Answer Asked by S F on November 08, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.7X Cap: $862M
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Q: Hello Peter and Staff
Please in some detail help me decide if ECN already owned should be replaced with TMX for total returns over a long term hold
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on October 28, 2019

• Procter & Gamble Company (The) (PG $165.17)
  • $165.17 P/E (TTM): 23.82X Cap: $373.65B
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• Sysco Corporation (SYY $89.43)
  • $89.43 P/E (TTM): 24.23X Cap: $42.83B
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• Target Corporation (TGT $113.34)
  • $113.34 P/E (TTM): 14.14X Cap: $51.32B
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• Bank of Nova Scotia (The) (BNS $104.01)
  • $104.01 P/E (TTM): 25.98X Cap: $131.29B
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• BCE Inc. (BCE $35.72)
  • $35.72 P/E (TTM): 5.3X Cap: $33.30B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Looking to purchase full positions in large caps with steady growth, at least a 2% dividend, and low debt in both the consumer defensive and cyclical sectors. Canadian and US names both appreciated. Thank you.

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Read Answer Asked by Maureen on October 09, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

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Read Answer Asked by Jacques on October 04, 2019

• Intercontinental Exchange Inc. (ICE $154.10)
  • $154.10 P/E (TTM): 26.69X Cap: $87.46B
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• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: The rise of X and ICE in the past year has been notable. I was in and took profit in X but perhaps I should return. Which company do you prefer?
Greg

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Read Answer Asked by Greg on September 16, 2019

• TMX Group Limited (X $46.32)
  • $46.32 P/E (TTM): 30.95X Cap: $12.82B
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Q: Hi,

Thinking about adding this company to my portfolio. Can I get your views and specifically the drivers that could continue to push this one higher. Would you purchase at this point?

Thanks!

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Read Answer Asked by Greg on August 30, 2019