Investment Q&A

• Netflix Inc. (NFLX $94.90)
  • $94.90 P/E (TTM): 38.33X Cap: $400.64B
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• Enbridge Inc. (ENB $73.76)
  • $73.76 P/E (TTM): 27.9X Cap: $159B
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• Keyera Corp. (KEY $54.42)
  • $54.42 P/E (TTM): 28.41X Cap: $12.26B
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• lululemon athletica inc. (LULU $159.48)
  • $159.48 P/E (TTM): 11.58X Cap: $18.26B
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• Spotify Technology S.A. (SPOT $511.52)
  • $511.52 Cap: $105.87B
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• Under Armour Inc. Class A (UAA $6.53)
  • $6.53 Cap: $2.80B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.42)
  • $64.42 Cap: $8.54B
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Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

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Read Answer Asked by Kris on May 29, 2020

• Enbridge Inc. (ENB $73.76)
  • $73.76 P/E (TTM): 27.9X Cap: $159B
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• Pembina Pipeline Corporation (PPL $60.97)
  • $60.97 P/E (TTM): 21.82X Cap: $35.15B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.95)
  • $41.95 Cap: $28.69B
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• Capital Power Corporation (CPX $62.55)
  • $62.55 P/E (TTM): 78.03X Cap: $9.50B
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• Descartes Systems Group Inc. (The) (DSG $98.87)
  • $98.87 P/E (TTM): 41.47X Cap: $8.06B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TFI International Inc. (TFII $142.90)
  • $142.90 P/E (TTM): 38.89X Cap: $12.38B
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• Kinaxis Inc. (KXS $137.00)
  • $137.00 P/E (TTM): 87.15X Cap: $3.84B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
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• Brookfield Infrastructure Partners L.P. (BIP.UN $51.67)
  • $51.67 P/E (TTM): 102.72X Cap: $24.33B
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• Exchange Income Corporation (EIF $99.36)
  • $99.36 P/E (TTM): 34.04X Cap: $5.70B
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• Vanguard S&P 500 Index ETF (VFV $161.90)
  • $161.90 P/E (TTM): 26.01X Cap: $27.92B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.39)
  • $101.39 Cap: $2.27B
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• Antibe Therapeutics Inc. (ATE $0.30)
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• Vanguard S&P 500 ETF (VOO $614.08)
  • $614.08 P/E (TTM): 26.2X
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• Vanguard Dividend Appreciation FTF (VIG $218.65)
  • $218.65 P/E (TTM): 24.38X Cap: $101.72B
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• Real Matters Inc. (REAL $5.71)
  • $5.71 Cap: $433M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.19)
  • $12.19 Cap: $1.74B
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• Boyd Group Services Inc. (BYD $211.80)
  • $211.80 P/E (TTM): 218.79X Cap: $6.09B
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• B2Gold Corp (Canada) (BTG $5.14)
  • $5.14 Cap: $7B
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Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

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Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

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Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.50)
  • $0.50 Cap: $20M
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Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

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Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $11.70)
  • $11.70 P/E (TTM): 11.66X Cap: $435M
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Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

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Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $21.34)
  • $21.34 P/E (TTM): 105.95X Cap: $6.93B
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• Sienna Senior Living Inc. (SIA $22.86)
  • $22.86 P/E (TTM): 47.04X Cap: $2.28B
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• Ballard Power Systems Inc. (BLDP $3.37)
  • $3.37 Cap: $875M
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• Xebec Adsorption Inc. (XBC $0.51)
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Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

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Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $361.85)
  • $361.85 P/E (TTM): 37.55X Cap: $41.54B
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Q: As a momentum\ value play would you take a crack at CLS again? Thx

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Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.30)
  • $172.30 P/E (TTM): 139.22X Cap: $229.48B
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Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

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Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $40.20)
  • $40.20 P/E (TTM): 26.87X Cap: $1.79B
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Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

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Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $40.20)
  • $40.20 P/E (TTM): 26.87X Cap: $1.79B
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Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

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Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

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Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: What do you think of the earnings and the stock going forward?

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Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $73.31)
  • $73.31 Cap: $21.70B
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• Verizon Communications Inc. (VZ $50.73)
  • $50.73 P/E (TTM): 12.49X Cap: $213.75B
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• Ennis Inc. (EBF $21.27)
  • $21.27 P/E (TTM): 12.75X Cap: $536M
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Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

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Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

Q: Good Morning 5i, I am noticing a pickup in M&A. Your thoughts on if you think the next few months will see plenty of deals and I am very interested in which
Canadian listed companies you view as potential acquisition targets?

Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

• Constellation Software Inc. (CSU $2,645.10)
  • $2,645.10 P/E (TTM): 68.89X Cap: $57.21B
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Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.

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Read Answer Asked by Danny-boy on May 29, 2020

• ATS Corporation (ATS $38.62)
  • $38.62 Cap: $3.96B
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Q: Comments please on ATA’s latest Q. Showing weakness even following analyst upgrade.
Thank you

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Read Answer Asked by Marty on May 29, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
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Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

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Read Answer Asked by Dave on May 29, 2020

• Manulife Financial Corporation (MFC $45.47)
  • $45.47 P/E (TTM): 15.09X Cap: $76.91B
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• Great-West Lifeco Inc. (GWO $62.33)
  • $62.33 P/E (TTM): 14.48X Cap: $56.65B
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• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 14.04X Cap: $47.84B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,246.75)
  • $2,246.75 P/E (TTM): 7.75X Cap: $48.74B
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• Intact Financial Corporation (IFC $255.34)
  • $255.34 P/E (TTM): 13.73X Cap: $44.39B
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• Power Corporation of Canada Subordinate Voting Shares (POW $64.50)
  • $64.50 P/E (TTM): 13.86X Cap: $41.40B
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Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

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Read Answer Asked by Lawrence on May 29, 2020

• WELL Health Technologies Corp. (WELL $4.12)
  • $4.12 Cap: $1.05B
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Q: Cloud MD vs Well Health: is there a choice here or should I buy both?
I sold Well at $3.43 before it collapsed. New price is tempting to get back in. Thanks.

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Read Answer Asked by george on May 29, 2020