Investment Q&A

• Zymeworks Inc. (ZYME $16.90)
  • $16.90 Cap: $1.27B
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Q: whats your opinion on zymeworks.i have owned it since 15., its doubled;
its results are strong, they have relationships with 8 of the largest pharma companies. It keeps hitting new 52 week highs. i know they will do a fund raise soon, but got thru the last fund raise with ease. . dave

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Read Answer Asked by david on November 25, 2019

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.49)
  • $26.49 Cap: $17.47B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $33.41)
  • $33.41 P/E (TTM): 1114.33X Cap: $15.41B
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Q: Hello 5i,
Should I move my BEP:US, BIP:US back to my unregistered Canadian account to avoid withholding tax and get the dividend tax credit?
Thank you
Stan

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Read Answer Asked by STANLEY on November 25, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.47)
  • $28.47 Cap: $8.53B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.97)
  • $18.97 Cap: $872M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.84)
  • $16.84 Cap: $877M
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Q: Out of these 3 Bond ETF, which one would you chose and why?

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Read Answer Asked by Paul on November 25, 2019

• Invesco Solar ETF (TAN $46.18)
  • $46.18 P/E (TTM): 19.82X Cap: $831M
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• iShares S&P Global Clean Energy Index Fund (ICLN $15.89)
  • $15.89 P/E (TTM): 39.26X Cap: $1.72B
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• iShares MSCI ACWI Low Carbon Target ETF (CRBN $228.35)
  • $228.35 P/E (TTM): 0.01X Cap: $1.03B
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Q: Which green etfs/ alternative energy etfs / ethical etfs would you recommend?

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Read Answer Asked by roger on November 25, 2019

• Daura Gold Corp. (DGC)
  • Cap: $15M
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Q: Hello. What are your thoughts on the possibility of a competing bid for Detour Gold?

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Read Answer Asked by Robert on November 25, 2019

• Leon's Furniture Limited (LNF $28.87)
  • $28.87 P/E (TTM): 12.42X Cap: $1.97B
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• RH (RH $203.79)
  • $203.79 P/E (TTM): 37.89X Cap: $3.79B
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Q: Do RH and LNF have similarities..other than the pop which RH had when Warren Buffet purchased RH. Which would you consider buying?

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Read Answer Asked by Shyam on November 25, 2019

• Daura Gold Corp. (DGC)
  • Cap: $15M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi there, what are your thoughts regarding the acquisition? KL is down a quite a bit in the premarket. Thanks!

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Read Answer Asked by Michael on November 25, 2019

• Miscellaneous (MISC)
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Q: Hi 5i:
Please advise which components you rely on to arrive at your calculation of 'Leverage Ratio' in the Liquidity Ratios portion of your summary of each company's key ratios.
Thanks,
Peter

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Read Answer Asked by Peter on November 25, 2019

Q: Hello,
I came across an article which discussed an etf, ticker QTUM:US. I went to their website and read their documentation but would like your opinion of this etf.
Some of the holdings are companies you often have good things to say. I know it is small but is that enough of a reason not to buy this etf? Apart from that, any red flags? This would be for my TFSA (one stop shop for tech).
Thanks,
Dan

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Read Answer Asked by Daniel on November 25, 2019

• Stella-Jones Inc. (SJ $81.40)
  • $81.40 P/E (TTM): 13.48X Cap: $4.49B
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Q: Hi guys. Read your report back in July about Stella Jones (A- rating) What are your current thoughts on SJ as a long term hold for materials exposure? I currently own in an RRSP. Anything you would suggest as a better company to replace SJ with in that sector and why you would do so?

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Read Answer Asked by Ryan on November 25, 2019

• BetaPro S&P 500 2x Daily Bull ETF (HSU)
  • Cap: $164M
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• BetaPro S&P/TSX 60 2x Daily Bull ETF (HXU)
  • Cap: $60M
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Q: Are there any Canadian traded etf's that are similar to DDM and SSO? ie. ultra long Dow and spy.

Thanks


Sheldon

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Read Answer Asked by Sheldon on November 25, 2019

• Celgene Corporation (CELG $108.24)
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• Bristol-Myers Squibb Company (BMY $45.11)
  • $45.11 P/E (TTM): 19.05X Cap: $93.08B
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Q: Good morning team, with my celg shares gone, replaced with bmy and bmy.rt , my question is what to do with the bmy rights. Sell , hold or what will they may be worth in the future? Any thoughts?

Thanks, Michael

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Read Answer Asked by Michael on November 25, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.19)
  • $78.19 P/E (TTM): 17.55X Cap: $13.65B
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• Richards Packaging Income Fund (RPI.UN $33.75)
  • $33.75 P/E (TTM): 16.67X Cap: $369M
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Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim

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Read Answer Asked by jim on November 25, 2019

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $168.67)
  • $168.67 P/E (TTM): 19.56X Cap: $14.05B
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Q: What is the outlook for CTC.A and would you recommend it as a good choice for my TFSA?

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Read Answer Asked by Sharon on November 25, 2019

• Neo Performance Materials Inc. (NEO $20.32)
  • $20.32 Cap: $846M
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Q: Hey! 5i team have you done any research on Neo performance materials.

Can't find any previous research.

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Read Answer Asked by Louis on November 25, 2019

• Global X Equal Weight Canadian REITs Index ETF (REIT $22.35)
  • $22.35 Cap: $3M
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Q: Hi guys,

How do you value companies in the REITs space. Is it a multiple of AFFO? If so, what is considered to be fairly valued vs over valued and under valued? Are there different ways of measuring value depending on the space the REIT operates in. For example, are REITs in the multi-family space valued in the same way as REITs in the retail space?

Thanks for your help,
Jason

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Read Answer Asked by Jason on November 25, 2019

• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • P/E (TTM): -1.5X Cap: $286M
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Q: What is your view of FAH.u now and maybe over the next few years? I am tempted to sell and take the loss in a non registered account.

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Read Answer Asked by David on November 25, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.61)
  • $27.61 P/E (TTM): 19.03X Cap: $650M
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Q: Even though the business seemed a bit boring (auto glass and collision repair), I bought BOYD quite a while ago and it has done very well. I see some comparisons with GDI: expansion into USA and consolidation in a fragmented industry. I realize they are very different companies, but I'm wondering if you could say a few words about similarities and differences. And maybe comment on management and strategy in the two companies. I have read your report on GDI and find it an interesting analysis of a boring business. Specifically, I wondering whether you think GDI has the promise that BOYD did when you first wrote about it. Thanks for great service, as always.

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Read Answer Asked by Gordon on November 25, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: I've been reading your comments on MSI and that you like the stock. With a P/E of 109 and negative cash flow and ROE and ROC below 5 %. I don't understand what is good about this company.

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Read Answer Asked by Paul on November 25, 2019

• American Tower Corporation (REIT) (AMT $191.17)
  • $191.17 P/E (TTM): 70.04X Cap: $89.51B
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• Crown Castle Inc. (CCI $95.46)
  • $95.46 Cap: $41.56B
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Q: Which one has the better balance sheet?

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Read Answer Asked by Wayne on November 25, 2019