Investment Q&A

• Methanex Corporation (MX $55.63)
  • $55.63 P/E (TTM): 11.86X Cap: $3.72B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Magna International Inc. (MG $65.64)
  • $65.64 P/E (TTM): 11.09X Cap: $18.57B
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Q: When do you recommend starting to purchasing stocks that have been oversold due to tax-loss selling? Could you give a few candidates to consider this year?

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Read Answer Asked by David on November 26, 2019

• TWC Enterprises Limited (TWC $23.59)
  • $23.59 P/E (TTM): 9.92X Cap: $594M
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Q: Could you suggest the strategy behind taking a 15% position in APR.UN?I thought the thrust of TWc was to develop some of their golf courses such as Glen Abbey,Kanata and Rattlesnake.
Thanks
Bob Rose

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Read Answer Asked by Robert on November 25, 2019

• ONEX Corporation Subordinate Voting Shares (ONEX $121.50)
  • $121.50 P/E (TTM): 12.27X Cap: $8.47B
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• Magna International Inc. (MG $65.64)
  • $65.64 P/E (TTM): 11.09X Cap: $18.57B
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Q: Greetings,

Can you please provide your top 3 value investments - where you think the market is currently 'mispricing' the company who, in addition, have future growth ahead of them. (skip the oil and gas companies).

Thanks

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Read Answer Asked by kelly on November 25, 2019

• Five9 Inc. (FIVN $23.77)
  • $23.77 P/E (TTM): 212.25X Cap: $1.86B
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Q: Could you please give me your latest thoughts on this company. Seems to be a leader in voice recognition. The momentum has been impressive since 2016 and analysts keep ratcheting up share targets. I am thinking of making an investment in my RRSP.

You have provided me with many tremendous ideas over the years!
Thanks for all you do and keep up the great work!!!!

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Read Answer Asked by Thomas on November 25, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Kirkland is down on the announced purchase. What do you think of the deal and is this a good day to buy KL?

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Read Answer Asked by Les on November 25, 2019

• Zymeworks Inc. (ZYME $17.10)
  • $17.10 Cap: $1.22B
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Q: whats your opinion on zymeworks.i have owned it since 15., its doubled;
its results are strong, they have relationships with 8 of the largest pharma companies. It keeps hitting new 52 week highs. i know they will do a fund raise soon, but got thru the last fund raise with ease. . dave

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Read Answer Asked by david on November 25, 2019

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.39)
  • $26.39 Cap: $16.95B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $32.90)
  • $32.90 P/E (TTM): 1109.75X Cap: $15.19B
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Q: Hello 5i,
Should I move my BEP:US, BIP:US back to my unregistered Canadian account to avoid withholding tax and get the dividend tax credit?
Thank you
Stan

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Read Answer Asked by STANLEY on November 25, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.44)
  • $28.44 Cap: $8.52B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.95)
  • $18.95 Cap: $874M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.81)
  • $16.81 Cap: $875M
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Q: Out of these 3 Bond ETF, which one would you chose and why?

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Read Answer Asked by Paul on November 25, 2019

• Invesco Solar ETF (TAN $45.03)
  • $45.03 P/E (TTM): 19.82X Cap: $785M
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• iShares S&P Global Clean Energy Index Fund (ICLN $15.82)
  • $15.82 P/E (TTM): 39.26X Cap: $1.67B
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• iShares MSCI ACWI Low Carbon Target ETF (CRBN $227.41)
  • $227.41 P/E (TTM): 0.01X Cap: $1.01B
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Q: Which green etfs/ alternative energy etfs / ethical etfs would you recommend?

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Read Answer Asked by roger on November 25, 2019

• Daura Gold Corp. (DGC)
  • Cap: $15M
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Q: Hello. What are your thoughts on the possibility of a competing bid for Detour Gold?

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Read Answer Asked by Robert on November 25, 2019

• Leon's Furniture Limited (LNF $28.69)
  • $28.69 P/E (TTM): 12.34X Cap: $1.96B
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• RH (RH $197.77)
  • $197.77 P/E (TTM): 37.33X Cap: $3.79B
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Q: Do RH and LNF have similarities..other than the pop which RH had when Warren Buffet purchased RH. Which would you consider buying?

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Read Answer Asked by Shyam on November 25, 2019

• Daura Gold Corp. (DGC)
  • Cap: $15M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi there, what are your thoughts regarding the acquisition? KL is down a quite a bit in the premarket. Thanks!

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Read Answer Asked by Michael on November 25, 2019

• Miscellaneous (MISC)
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Q: Hi 5i:
Please advise which components you rely on to arrive at your calculation of 'Leverage Ratio' in the Liquidity Ratios portion of your summary of each company's key ratios.
Thanks,
Peter

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Read Answer Asked by Peter on November 25, 2019

Q: Hello,
I came across an article which discussed an etf, ticker QTUM:US. I went to their website and read their documentation but would like your opinion of this etf.
Some of the holdings are companies you often have good things to say. I know it is small but is that enough of a reason not to buy this etf? Apart from that, any red flags? This would be for my TFSA (one stop shop for tech).
Thanks,
Dan

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Read Answer Asked by Daniel on November 25, 2019

• Stella-Jones Inc. (SJ $79.66)
  • $79.66 P/E (TTM): 12.87X Cap: $4.38B
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Q: Hi guys. Read your report back in July about Stella Jones (A- rating) What are your current thoughts on SJ as a long term hold for materials exposure? I currently own in an RRSP. Anything you would suggest as a better company to replace SJ with in that sector and why you would do so?

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Read Answer Asked by Ryan on November 25, 2019

• BetaPro S&P 500 2x Daily Bull ETF (HSU)
  • Cap: $164M
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• BetaPro S&P/TSX 60 2x Daily Bull ETF (HXU)
  • Cap: $60M
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Q: Are there any Canadian traded etf's that are similar to DDM and SSO? ie. ultra long Dow and spy.

Thanks


Sheldon

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Read Answer Asked by Sheldon on November 25, 2019

• Celgene Corporation (CELG $108.24)
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• Bristol-Myers Squibb Company (BMY $47.56)
  • $47.56 P/E (TTM): 17.73X Cap: $91.79B
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Q: Good morning team, with my celg shares gone, replaced with bmy and bmy.rt , my question is what to do with the bmy rights. Sell , hold or what will they may be worth in the future? Any thoughts?

Thanks, Michael

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Read Answer Asked by Michael on November 25, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.32)
  • $78.32 P/E (TTM): 17.33X Cap: $13.65B
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• Richards Packaging Income Fund (RPI.UN $34.77)
  • $34.77 P/E (TTM): 17.08X Cap: $377M
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Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim

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Read Answer Asked by jim on November 25, 2019

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.54)
  • $166.54 P/E (TTM): 19.56X Cap: $14.46B
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Q: What is the outlook for CTC.A and would you recommend it as a good choice for my TFSA?

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Read Answer Asked by Sharon on November 25, 2019

• Neo Performance Materials Inc. (NEO $19.89)
  • $19.89 Cap: $826M
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Q: Hey! 5i team have you done any research on Neo performance materials.

Can't find any previous research.

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Read Answer Asked by Louis on November 25, 2019