Investment Q&A

• Evertz Technologies Limited (ET $12.25)
  • $12.25 P/E (TTM): 15.38X Cap: $927M
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Q: Could you please explain the company's issue of new shares, and buy back of the existing shares?
I am down 4% on this one, not including the regular and special dividends.
Would you double a one percent position here, hold or sell?
Thanks for your valued opinion.
Susan

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Read Answer Asked by Susan on October 17, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Comments please om the quarter?

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Read Answer Asked by blake on October 17, 2019

Q: Are taxes to be paid on all dividends received in a TFSA or only on US $ dividends.

Thanks

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Read Answer Asked by Robert on October 17, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Any concerns with the sudden retirement of the CEO? Seems a bit abrupt.

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Read Answer Asked by Sal on October 17, 2019

• Savaria Corporation (SIS $20.84)
  • $20.84 P/E (TTM): 27.01X Cap: $1.48B
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Q: Sis has recovered nicely from its recent slide to $10.55,1 yr low,& up 3.39% today to close @ $12.81.Any reason(s)?Your opinion of the co now. Txs for u usual great services & views

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Read Answer Asked by Peter on October 17, 2019

• Premium Brands Holdings Corporation (PBH $90.32)
  • $90.32 P/E (TTM): 44.81X Cap: $4.03B
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Q: What are thoughts on PBH today? If positive, would you recommend a full position? Looking for income with some growth. Thank you.

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Read Answer Asked by Maureen on October 16, 2019

• Cadence Design Systems Inc. (CDNS $373.37)
  • $373.37 P/E (TTM): 101.18X Cap: $101.73B
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• Guardant Health Inc. (GH $59.78)
  • $59.78 Cap: $7.37B
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• Paysign Inc. (PAYS $5.76)
  • $5.76 P/E (TTM): 46.83X Cap: $306M
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Q: Hi 5i Team,

Between AYX and TEAM which stock would you hold onto for a RESP with over 10 years left until the funds are needed?

Between Guardant Health, Cadence Design Systems and Paysign what would your ranking be in order of confidence in the company for the long-term?

Thanks in advance,
Jon

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Read Answer Asked by Jonathan on October 16, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.27)
  • $217.27 P/E (TTM): 85.93X Cap: $274.94B
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Q: Do you know if there is short attack out on Shopify? I sold mine when it was over $500.00 and would like to get back in sometime.. just wondering when would be a good time
Thanks for your opinion.

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Read Answer Asked by Shirley on October 16, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Why the big drop in Alteryx today

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Read Answer Asked by Peter on October 16, 2019

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.95)
  • $17.95 P/E (TTM): 39.06X Cap: $2.47B
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• iShares MSCI India Small-Cap ETF (SMIN $73.92)
  • $73.92 P/E (TTM): 83.71X Cap: $940M
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• iShares MSCI India ETF (INDA $53.50)
  • $53.50 P/E (TTM): 33.15X Cap: $9.48B
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• iShares S&P India Nifty 50 Index Fund (INDY $52.14)
  • $52.14 P/E (TTM): 14.9X Cap: $659M
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• ICICI Bank Limited (IBN $31.75)
  • $31.75 P/E (TTM): 19.83X Cap: $114.06B
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• HDFC Bank Limited (HDB $35.06)
  • $35.06 P/E (TTM): 35.59X Cap: $181.43B
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Q: I'm interested in India for emerging markets exposure. Would you recommend individual companies (financials?) or go with an ETF or FIH.u? Thanks for your service.

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Read Answer Asked by Michael on October 16, 2019

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.50)
  • $170.50 P/E (TTM): 33.33X Cap: $2.76B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.38)
  • $61.38 P/E (TTM): 33.61X Cap: $4.05B
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Q: In September issue mentioned that XQQ ETF is good tax-efficient in TFSA account. My question is if I currently own ZQQ instead of XQQ in my TFSA, should I make exchange for XQQ?
In TFSA account, can you please compare ZQQ and XQQ?

Thanks,
Alice

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Read Answer Asked by Alice on October 16, 2019

• Profound Medical Corp. (PRN $5.95)
  • $5.95 Cap: $178M
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Q: Wow,, what a jump in share value,, do I hold or sell my 7500 shares?

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Read Answer Asked by Jerry on October 16, 2019

• BMO MSCI Emerging Markets Index ETF (ZEM $26.51)
  • $26.51 P/E (TTM): 4.5X Cap: $1.77B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.92)
  • $44.92 Cap: $2.96B
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• RBC Emerging Markets Equity Fund Series D (RBF1099 $24.57)
  • $24.57 P/E (TTM): 14.9X
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• Invesco Emerging Markets Class Series D (AIM2100 $12.67)
  • $12.67 P/E (TTM): 13.5X Cap: $2M
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• Mawer Emerging Markets Equity Fund Series A (MAW160 $17.88)
  • $17.88 P/E (TTM): 15.9X Cap: $70M
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Q: Looking to possibly switch from VEE into another Emerging Market fund. Like Mawer but Mawer 160 is quite small . Or do you other suggestions? Or stay the course with VeEE.

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Read Answer Asked by Paul on October 16, 2019

• Docebo Inc. (DCBO $41.54)
  • $41.54 P/E (TTM): 42.77X Cap: $1.18B
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Q: Do you really like stepping into failed IPO’s? I thought you felt the opposite.
Jim

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Read Answer Asked by James on October 16, 2019

• Docebo Inc. (DCBO $41.54)
  • $41.54 P/E (TTM): 42.77X Cap: $1.18B
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Q: What are your thoughts on this IPO now that it’s dropped 15%, good time to wade in with a 1/2 position?
Thnx

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Read Answer Asked by David on October 16, 2019

• SIR Royalty Income Fund (SRV.UN $14.80)
  • $14.80 P/E (TTM): 12.8X Cap: $124M
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Q: Good Morning ,
What are your thoughts on the cut this morning , looks like a 16.6% reduction in the distribution but the stock price is down 19%. Would you sell into this weakness or wait for a bounce? Also what would be a good replacement if sold.
thanks

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Read Answer Asked by Chris on October 16, 2019

• American Tower Corporation (REIT) (AMT $193.21)
  • $193.21 P/E (TTM): 70.04X Cap: $90.47B
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Q: Good morning fellas:
With 5g coming , would American tower be a name to buy for my tfsa. There’s a moat situation with the towers all over the United States and overseas . Would u recommend at the current price . Seems to me this would a name u could hold for many years and sleep at night .
Thx mark

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Read Answer Asked by Mark on October 16, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $90.11)
  • $90.11 P/E (TTM): 18.8X Cap: $8.44B
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• RBC Global Dividend Growth Fund Series A (RBF565 $25.11)
  • $25.11 P/E (TTM): 16.9X
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Q: Can you give me a suggestion for both ETF and Mutual funds for Global Dividends with average risk exposure

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Read Answer Asked by John on October 16, 2019

• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.78B
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• American Hotel Income Properties REIT LP (HOT.UN $0.41)
  • $0.41 Cap: $32M
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• Nutrien Ltd. (NTR $78.80)
  • $78.80 P/E (TTM): 182.19X Cap: $37.96B
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Q: I hold the above stocks in my TFSA. Since they pay dividends in USD I plan to journal these holdings to the USD side of my TFSA. Is there any risk that it could be deemed an over contribution by the CRA? I hear of cases where transferring TFSA assets from one account to another causes this over-contribution.

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Read Answer Asked by Robert on October 16, 2019

• Athabasca Oil Corporation (ATH $6.57)
  • $6.57 P/E (TTM): 7.39X Cap: $3.26B
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Q: I'm compiling a list of a few medium sized oil and gas producers that might benefit from policy changes if the conservatives end up in government after next Tuesday. Any recommendations?

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Read Answer Asked by John on October 16, 2019