Investment Q&A

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.62)
  • $34.62 P/E (TTM): 1154.09X Cap: $15.98B
  • View BIP Profile
  • View Questions on BIP
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $62.02)
  • $62.02 Cap: $8.19B
  • View BIPC Profile
  • View Questions on BIPC

Q: I have a loss on BIP but I like the fund. It would seem wise to sell the BIP and buy BIPC. Would this violate the capital gains loss?

Upvote 0

Read Answer Asked by Don on April 03, 2020

• Emerald Health Therapeutics Inc. (EMH)
  • P/E (TTM): -0.3X Cap: $52M
  • View EMH Profile
  • View Questions on EMH

Q: Hi 5i team,
Is EMH a buy at this price.
Thanks,
George

Upvote 0

Read Answer Asked by George on April 03, 2020

• Alexandria Real Estate Equities Inc. (ARE $78.09)
  • $78.09 Cap: $13.50B
  • View ARE Profile
  • View Questions on ARE

Q: How do you feel about investment in REITs in general in this economic environment?
Could ARE be a good choice because of its focus on properties leased to government, university and private research facilities?

Upvote 0

Read Answer Asked by Brent on April 03, 2020

• Suncor Energy Inc. (SU $57.73)
  • $57.73 P/E (TTM): 12.44X Cap: $70.04B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $45.72)
  • $45.72 P/E (TTM): 11.49X Cap: $95.49B
  • View CNQ Profile
  • View Questions on CNQ

Q: I am thinking about nibbling at the Canadian oil sector. Would you prefer SU or CNQ ,and your reason why?
Thank you

Upvote 0

Read Answer Asked by John on April 03, 2020

• H&R Real Estate Investment Trust (HR.UN $11.45)
  • $11.45 Cap: $3.15B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: Hello,
Do you consider H&R a buy, sell, or hold at current level. How safe is their dividend.
Please provide your thoughts about the company.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on April 03, 2020

• Agnico Eagle Mines Limited (AEM $232.11)
  • $232.11 P/E (TTM): 35.28X Cap: $116.68B
  • View AEM Profile
  • View Questions on AEM
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: If picking only one, which would you take based on current fundamentals and upside?

Upvote 0

Read Answer Asked by Kelly on April 03, 2020

• iShares Russell 2000 Growth ETF (IWO $324.23)
  • $324.23 P/E (TTM): 21.85X Cap: $13.14B
  • View IWO Profile
  • View Questions on IWO

Q: What do you think about nibbling a the Russell 2000 right now? I think it will present a tremendous buy if the markets really drop. Thoughts on this move?

Upvote 0

Read Answer Asked by Kevin on April 03, 2020

• Audacy Inc Cl A (ETM)
  • P/E (TTM): -2.9X Cap: $714M
  • View ETM Profile
  • View Questions on ETM

Q: i have owned this stock for 2 years. Looking at the insider buying, The CEO and Chairman have been buying large chunks of shares over the past year (and as recent as last week) as the stock has dropped from +/-$6 to $1.40 .... is it worth a buy at these levels.

Upvote 0

Read Answer Asked by Colin on April 03, 2020

• Twitter Inc. (TWTR)
  • Cap: $41.09B
  • View TWTR Profile
  • View Questions on TWTR
• Rapid7 Inc. (RPD $17.77)
  • $17.77 P/E (TTM): 44.31X Cap: $1.14B
  • View RPD Profile
  • View Questions on RPD
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX
• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
  • View SMAR Profile
  • View Questions on SMAR

Q: What is their balance sheet?
Would you buy them and in what order?

Thank you for great service.
Milan

Upvote 0

Read Answer Asked by Milan on April 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.23)
  • $16.23 Cap: $2.23B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Boyd Group Services Inc. (BYD $223.58)
  • $223.58 P/E (TTM): 434.92X Cap: $4.79B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hi group what the heck happened with BYD bottom fell out please give new target price to purchase along with explanation. Same with LSPD this is beyond belief. You tell us when to buy some stock but seldom tell us to sell BYD + LSPD a are examples of that. I suggest that you need to start giving out target prices (in a range at least). A lot of these so called blue chips are getting hammered was the low on the DOW + TSX 2 weeks ago or are we going to see more downside?. We need help to rebuild our losses so start to think about target. prices selling + buying . Thanks PS deduct credits as you see fit

Upvote 0

Read Answer Asked by Terence on April 03, 2020

• Pembina Pipeline Corporation (PPL $57.09)
  • $57.09 P/E (TTM): 19.36X Cap: $33.16B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $46.41)
  • $46.41 P/E (TTM): 19.53X Cap: $10.63B
  • View KEY Profile
  • View Questions on KEY

Q: Have Key or Ppl ever reduced their dividends?
What do you think the odds are from 1 to 10 of OPEC agreeing to reduce supply by their next meeting this June ?

Upvote 0

Read Answer Asked by Terry on April 03, 2020

• Sprott Physical Gold Trust Unit (PHYS $30.49)
  • $30.49 P/E (TTM): 24.9X Cap: $12.30B
  • View PHYS Profile
  • View Questions on PHYS
• Sprott Physical Gold and Silver Trust (CEF $52.77)
  • $52.77 P/E (TTM): 1116.35X Cap: $11.34B
  • View CEF Profile
  • View Questions on CEF

Q: Other than CEF holding silver and gold bullion what differences are there between it and PHYS. Ownership of physical bullion, redemption of units for bullion etc.
Thanks Kenn

Upvote 0

Read Answer Asked by Kenneth on April 03, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good morning, with current market turbulence does 60/40 index investing formula still make sense or is one better investing is good growth stocks for the long term?

Upvote 0

Read Answer Asked by Marco on April 03, 2020

• The Trade Desk Inc. (TTD $53.49)
  • $53.49 P/E (TTM): 64.02X Cap: $26.15B
  • View TTD Profile
  • View Questions on TTD
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: Hi Folks,
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis

Upvote 0

Read Answer Asked by Dennis on April 03, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.34)
  • $48.34 P/E (TTM): 1154.09X Cap: $22.28B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hi Peter and Staff

Please explain again the reorganization- I still have same number of units of BIP.UN as I did a month ago - I THINK value per unit has gone down more than normal but I do not see any BIPC shares in my account yet at TD

Thanks for all you do
Dennis

Upvote 0

Read Answer Asked by Dennis on April 03, 2020

• Magellan Aerospace Corporation (MAL $17.04)
  • $17.04 P/E (TTM): 26.44X Cap: $973M
  • View MAL Profile
  • View Questions on MAL
  • View Reports on MAL

Q: What do you think Muarry Edwards is doing to support Magellan? There has been no news from the company in response to production updates and or backlog.

Upvote 0

Read Answer Asked by Tom on April 03, 2020

• lululemon athletica inc. (LULU $173.17)
  • $173.17 P/E (TTM): 11.89X Cap: $19.64B
  • View LULU Profile
  • View Questions on LULU

Q: Hi 5i team,

Can you please comment on Lululemon's B/S? Is it okay to buy at current price？

Thank you,

Upvote 0

Read Answer Asked by Yang on April 03, 2020

Q: Good Morning

The goverments are doing the right thing by adding a huge amount of liquidity in the system.I agree with this, but..
at one point in time, you have to pay the piper

what are your thoughts on this

Upvote 0

Read Answer Asked by Paul on April 03, 2020

• Roku Inc. (ROKU $101.83)
  • $101.83 Cap: $15B
  • View ROKU Profile
  • View Questions on ROKU

Q: Hi Peter and Ryan,

Hope you both well.

Roku is now trading at around $82 and change. From a valuation perspective ,is it now cheap ?
I have a small position in the stock and wanted to add another small position.

Your comments are always appreciated.

Thanks,

Upvote 0

Read Answer Asked by ilie on April 03, 2020

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: In your recent report on PLC you note that it "should see little material impact from crises currently facing markets". The news about the funeral home in NFL may be having an impact but at a price 90% of book value it would seem worth considering starting a position. Would you agree & if so, how would you build a position?
Thanks
Mike

Upvote 0

Read Answer Asked by michael on April 03, 2020