Investment Q&A

• TC Energy Corporation (TRP)
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Q: Retired, dividend income investor. I have (or had) a full position in TRP up until the Biden announcement. Would you consider adding now to top up the position or would you wait or would you just leave it as is? I like TRP now, but I'd really like it if it hit the $54-55 level. Asset allocation is not an issue.

A secondary question...with the current approvals in place, wouldn't there be a massive lawsuit if the rug got pulled out of the project if Biden followed through with his threat?

Thanks...Steve

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Read Answer Asked by Stephen on May 22, 2020

• Northland Power Inc. (NPI)
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• Hydro One Limited (H)
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Q: Could you suggest some names to add to these categories? I already have Capital Power CPX (could add some), Innergex INE, Brookfield Renewable BEP.UN, Algonquin AQN, Emera EMA, Fortis FTS and Brookfield Infrastructure BIP.UN.

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Read Answer Asked by Carl on May 22, 2020

• Corvus Gold Inc. (KOR)
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Q: Hello. May I please have your top to bottom thoughts on Corvus gold including the recent exploration news? Thank you.

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Read Answer Asked by Robert on May 22, 2020

• Franco-Nevada Corporation (FNV)
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• Agnico Eagle Mines Limited (AEM)
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• Pan American Silver Corp. (PAAS)
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• Kirkland Lake Gold Ltd. (KL)
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• Maverix Metals Inc. (MMX)
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Q: Hi 5i Team,

In your opinion, will there be more upside on gold and silver? If so, can you recommend few names that can be purchasing at today's price?

Thanks,

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Read Answer Asked by Kate on May 22, 2020

• Meta Platforms Inc. (META)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Q:

BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..

FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.

Thanks for your wise advise as always. Cheers,

Shyam

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Read Answer Asked by Shyam on May 22, 2020

• Ensign Energy Services Inc. (ESI)
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• Canacol Energy Ltd. (CNE)
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Q: i was listening to bloomberg this past week. And everyone has their picks. I trust this team much more than any one on there. They gave CNE an A and ESI a B+. What would be your thoughts on these 2 companies. THANKS again

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Read Answer Asked by wilson on May 22, 2020

• BRP Inc. Subordinate Voting Shares (DOO)
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• Xebec Adsorption Inc. (XBC)
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• WELL Health Technologies Corp. (WELL)
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Q: Dear Peter and Ryan.
I have limited cash in CAD RRSP account now. I think the each of above four stocks will be good additions to diversify my current portfolio. But I may add only two of three of the above. Can you please rank them?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on May 22, 2020

• Sun Life Financial Inc. (SLF)
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Q: Curiosity leads me to use a question credit- any idea what is behind the massive SLF volume today? Only twice before, in the last twenty years, has the stock seen something like this.

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Read Answer Asked by Robert on May 22, 2020

• Fortis Inc. (FTS)
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Q: Do you know why the price of Fortis has dropped over the past few days? Thanks for your comments.

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Read Answer Asked by Grant on May 22, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi, what is the short interest in Lightspeed ? Besides good results, do you think that the sharp 38% spike in the share price Thursday, could also have been fueled by short covering ? In your view, is the worst behind the company and is it safe to add to a 2.5% position now ? Thanks

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Read Answer Asked by rajeev on May 22, 2020

• Constellation Software Inc. (CSU)
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Q: Why isn’t CSU is the growth portfolio?

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Read Answer Asked by Mike on May 22, 2020

• Sun Life Financial Inc. (SLF)
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• Dollarama Inc. (DOL)
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• Restaurant Brands International Inc. (QSR)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Primo Water Corporation (PRMW)
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• Premium Brands Holdings Corporation (PBH)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• Xebec Adsorption Inc. (XBC)
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• WELL Health Technologies Corp. (WELL)
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Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)

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Read Answer Asked by Peter on May 22, 2020

• Quarterhill Inc. (QTRH)
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Q: Hello 5i team,
As per their Q1 report today, Quarterhill announced $20 million in share repurchases with money on hand. With a new CEO in June, what is your opinion going forward?
Andrew

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Read Answer Asked by Andrew on May 21, 2020

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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Q: Hi All:

With the negative feeling about banks for loan loss, etc. I wonder if I should let go either TD or RY or both and take the loss, then watch to buy back later. the total market value is about 3.7% of my total portfolio, and each one is almost equal in market value. The loss in TD is 19+% and RY 15+%. I also own NA with a gain and only 1.5+% in my portfolio.

Thank you.
L

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Read Answer Asked by LOUISA on May 21, 2020

• Miscellaneous (MISC)
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Q: Hi 5i Team,
If stock Ex-Div date is tomorrow and I buy stock today will 2 days Settlement date prevent me from getting dividend pay for this month?
Thanks in advance for your clarification

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Read Answer Asked by Hali on May 21, 2020

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Q: Your thoughts on the Fairfax/Kennedy Wilson mortgage platform. Is it significant to Fairfax. Thank You.

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Read Answer Asked by Lawrence on May 21, 2020

• Quarterhill Inc. (QTRH)
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Q: Please comment on their results and plans to buy back shares. Would you consider this a buy, hold or sell? Thank you.

Stella

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Read Answer Asked by Stella on May 21, 2020

• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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Q: Hi 5i - I have been thinking of starting a half position in Apple, looking at a 3-5 year hold. Do you think the timing is OK or would I be better to add to my current holding in Alphabet which is only a quarter position. Or should I hold off and wait for another market dip. Thanks,

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Read Answer Asked by Martha on May 21, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Was there anything in the report or the Conference Call that showed a 20% upside?
Would you know what impressed investors?
Thanks

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Read Answer Asked by Herm on May 21, 2020

• People Corporation (PEO)
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Q: Is PEO a buy at these levels or still too risky?

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Read Answer Asked by christianne on May 21, 2020