Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $43.71)
  • $43.71 Cap: $28.76B
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• Chartwell Retirement Residences (CSH.UN $22.23)
  • $22.23 P/E (TTM): 99.45X Cap: $6.75B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.97)
  • $52.97 P/E (TTM): 59.73X Cap: $24.43B
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Q: Hello 5i
The P/E for BIP BEP and CSH seem a bit odd. Would you please explain the reasoning of these P/E's?
Thank you
Stanley

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Read Answer Asked by STANLEY on May 22, 2019

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X
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Q: Hi 5i - Guys
OSB is taking a pounding. Is it time to get out or should I just hold my nose and wait for better days?
Your opinions are appreciated.

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Read Answer Asked by Thomas on May 22, 2019

• Tucows Inc. (TC $24.57)
  • $24.57 Cap: $274M
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Q: What do you think of Tucows after the recent blowout? Amazing ROE on the 5 and 10 yr.

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Read Answer Asked by Don on May 22, 2019

• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.74B
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Q: Hi,

If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.

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Read Answer Asked by Rino on May 22, 2019

• High Liner Foods Incorporated (HLF $15.95)
  • $15.95 P/E (TTM): 10.31X Cap: $459M
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Q: I own a small position in HLF (775 shares). Would you suggest dumping them even if at small loss to get that money working somewhere smarter or is there hope for a share price recovery in the near-term (next 12 months)? My take is that there have been some decisions made to correct the course but I am not super optimistic. Any thoughts appreciated.
Thx,
M.

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Read Answer Asked by Marilou on May 22, 2019

• Pan American Silver Corp. (PAAS $89.36)
  • $89.36 P/E (TTM): 26.1X Cap: $37.69B
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Q: I currently hold PAAS. Since the gold/silver ratio is at record highs and there is ' blood in the streets ' for silver stocks is PAAS a strong buy for a long term hold ?

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Read Answer Asked by Christopher on May 22, 2019

• Senvest Capital Inc. (SEC $343.62)
  • $343.62 P/E (TTM): 4.81X Cap: $834M
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Q: Hello,
Can you please comment on recent earnings for Senvest Capital. It is off its highs from around $250 and I was wondering if maybe this is a good entry point to buy assuming you feel recent earnings were solid.

Thank you for your opinion,
Jerry

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Read Answer Asked by jerry on May 22, 2019

• Granite Real Estate Investment Trust (GRT.UN $88.68)
  • $88.68 P/E (TTM): 43.15X Cap: $5.37B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.44)
  • $13.44 P/E (TTM): 35.95X Cap: $3.93B
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Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim

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Read Answer Asked by yun on May 22, 2019

• Stamps.com Inc. (STMP $329.61)
  • $329.61 P/E (TTM): 50.13X
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Q: What is this stock's strategy for stepping back from the U.S. Postal Service and what are it's long-term goals. Will the drop in price be short-term? Will there be a buying opportunity again at some point? Thank you for any insight.

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Read Answer Asked by Sandy on May 22, 2019

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Twilio Inc. Class A (TWLO $108.50)
  • $108.50 P/E (TTM): 290.1X Cap: $16.44B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Hi 5I,
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen

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Read Answer Asked by Jennifer on May 22, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $43.71)
  • $43.71 Cap: $28.76B
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Q: Can you please explain why there is tax withholding on these shares? Also, what percentage was withheld? Is the company domiciled in Bermuda?

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Read Answer Asked by Cory on May 22, 2019

• RBC Canadian Equity Income Class Series T5 (RBF3077 $15.84)
  • $15.84 P/E (TTM): 14.1X
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• PH&N Monthly Income Class Series T5 (RBF3316 $9.95)
  • $9.95 P/E (TTM): 16.5X
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• Manulife Dividend Income Class Series T6 (MMF9108 $18.33)
  • $18.33 P/E (TTM): 32.0X Cap: $30M
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• Manulife Monthly High Income Class Series T6 (MMF9733 $11.76)
  • $11.76 P/E (TTM): 23.5X Cap: $39M
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Q: Gentlemen,
I have 15% PF to invest. Can you please suggest at least 4 corporate class mutual funds for income. (deferred tax for corporate account)
Thanks,
Regards

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Read Answer Asked by Djamel on May 21, 2019

• Atlassian Corporation (TEAM $68.81)
  • $68.81 Cap: $18.14B
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• Alteryx Inc. Class A (AYX)
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Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

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Read Answer Asked by Brad on May 21, 2019

Q: Can you comment on the above company? Would it be safe for a small holding? Thank you rose

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Read Answer Asked by Rose on May 21, 2019

• Obsidian Energy Ltd. (OBE $10.47)
  • $10.47 Cap: $704M
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Q: With the recent news on Obsidian energy seeking $100 million of unsecured fixed income, How does one find out what OBE's bond rating is? B plus or higher or lower?
Not an investor of this company, I just find this strange in the present environment, but understand why they would pursue this avenue.

Thanks, Barry

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Read Answer Asked by Barry on May 21, 2019

• Maple Gold Mines Ltd. (MGM $2.98)
  • $2.98 Cap: $183M
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• Brightstar Lottery Ord Shs (IGT)
  • Cap: $3.29B
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Q: Hello 5i
Please give your thoughts/opinions on MGM Resorts and International Game Technology, presently, and their prospects going forward. Would you own them today? Thank you, Bill

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Read Answer Asked by William on May 21, 2019

• Restaurant Brands International Inc. (QSR $92.54)
  • $92.54 P/E (TTM): 24.58X Cap: $42.81B
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Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?

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Read Answer Asked by Aleem on May 21, 2019

• Allied Properties Real Estate Investment Trust (AP.UN $9.66)
  • $9.66 P/E (TTM): 7.08X Cap: $1.23B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN $18.80)
  • $18.80 Cap: $980M
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Q: I would like to add one of AP.UN, MRG.UN, or SMU.UN to my REIT holdings. Can you rank them in terms of which one will likely provide the best combined return (on yield and growth) for a three year hold? Or if there others I should also consider? Thanks.

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Read Answer Asked by Victor on May 21, 2019

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $45.12)
  • $45.12 P/E (TTM): 15.74X Cap: $1.82B
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $39.76)
  • $39.76 P/E (TTM): 11.48X Cap: $284M
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Q: XIN makes-up 1.50% of my portfolio. Should I add to it or purchase shares of XEH as suggested?
Thank's for your comments.
Ron

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Read Answer Asked by Ronald on May 21, 2019

Q: My question is about deciding when to invest. I've used your resources to come up with an income portfolio; however, I'm curious if you have any sort of outlook on the optimal time to begin? Also, as a student, would you advise I hold off until I have more disposable income?
Thanks!

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Read Answer Asked by Broedy on May 21, 2019