Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 62.47X Cap: $7.18B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
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Q: I would like to add a REIT to my portfolio. What would you suggest?

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Read Answer Asked by Theodore on September 17, 2019

Q: Peter and team
What does it mean when a stock is removed from the TSX?
I own PEY still
Will it keep trading under the same ticket?

Thanks

Phil

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Read Answer Asked by Phil on September 17, 2019

• Hess Corporation (HES)
  • P/E (TTM): 20.66X
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• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: Hello,

With energy sector trending up, can you recommend five energy stocks to pick especially with the current situation in the Middle East.

Appreciate your comments.

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Read Answer Asked by sunday on September 17, 2019

• Kelt Exploration Ltd. (KEL $7.18)
  • $7.18 P/E (TTM): 28.72X Cap: $1.42B
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Q: Could you please explain the options as Kelt is being delisted from the TSX? Will it be on the Venture exchange?
Thanks, Alan

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Read Answer Asked by Alan on September 17, 2019

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: Hello Peter, Any thoughts about the ongoing middle east geopolitical risk on ATD and PKI? Thanks.

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Read Answer Asked by yun on September 17, 2019

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: ATD.B dropped $3.20 today.Any reasons? Is it due to the huge spike in oil price,which can be a negative factor?Thanks for u usual great views & advices

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Read Answer Asked by Peter on September 17, 2019

• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
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Q: Looking to sell tot.sa and replace it with su in a US rrsp acct. does su pay its div. in US or CAD dollars and your thoughts pls on this move.

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Read Answer Asked by dennis on September 16, 2019

• Amdocs Limited (DOX $84.49)
  • $84.49 Cap: $9.53B
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Q: Gentlemen
How is the risk/reward on DOX ?
Thanks Regards

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Read Answer Asked by Djamel on September 16, 2019

• Canadian Convertibles Plus Fund (CCI.UN $4.84)
  • $4.84 Cap: $14M
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Q: Hi,
I have 2k of that fund and they closed it by september 19th. Is it better to wait to the end and have eventually a better price or have I to sell now ?
Thanks,
Francois

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Read Answer Asked by FRANCOIS on September 16, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Hi Team,
Kindly comment on the announcement that Shopify is offering 1.9M new Class A Subordinate Voting Shares. What will be the impact on current shareholders and is it safe to assume the funds will be used to replenish some of the cash spent on its recent acquisition?
Thank you, Michael

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Read Answer Asked by Michael on September 16, 2019

• Miscellaneous (MISC)
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• CI Morningstar Canada Value Index ETF (FXM $28.84)
  • $28.84 P/E (TTM): 2.41X Cap: $305M
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• Vanguard Global Value Factor ETF (VVL $53.71)
  • $53.71 P/E (TTM): 22.96X Cap: $449M
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Q: Can you please recommend a value ETF in Canadian and USA dollars. Which one is your favourite value ETF

Canada
Global
USA

Thanks for your great service
Hector

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Read Answer Asked by Hector on September 16, 2019

• iShares S&P/TSX Capped Energy Index ETF (XEG $17.30)
  • $17.30 P/E (TTM): 37.76X Cap: $1.54B
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Q: Considering the current situation regarding the disruption in oil supply from the Middle East, it is already too late to take positions? If not, which companies (Canadian or global) would you buy to take advantage of the shortage? I'm looking for a balanced exposure. Thanks as always for your guidance.

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Read Answer Asked by Les on September 16, 2019

• Vanguard Global Value Factor ETF (VVL $53.71)
  • $53.71 P/E (TTM): 22.96X Cap: $449M
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Q: Hi 5i team,
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!

lil

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Read Answer Asked by Le on September 16, 2019

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: What’s the probability that the blackstone deal will fall thru and that the stock price would fall?

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Read Answer Asked by Valdis on September 16, 2019

• Intercontinental Exchange Inc. (ICE $184.60)
  • $184.60 P/E (TTM): 38.22X Cap: $105.66B
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• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
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Q: The rise of X and ICE in the past year has been notable. I was in and took profit in X but perhaps I should return. Which company do you prefer?
Greg

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Read Answer Asked by Greg on September 16, 2019

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Peter; The new plant IPL is building is,I think, going to produce a product that is used for the manufacture of plastic. With the current drive to ban or reduce plastic use could this tun out to be a white elephant? Thanks. Rod

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Read Answer Asked by Rodney on September 16, 2019

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: What would be your top pick for a consumer defensive in any of the 5I portfolios please? Thanks Rick

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Read Answer Asked by Richard on September 16, 2019

• Miscellaneous (MISC)
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Q: Any info on this fund is appreciated, i.e, mer, fund manager, nav, risk, size, etc. Thanks. (Waratah WCAL4F)

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Read Answer Asked by Charles on September 16, 2019

• Purpose US Cash Fund (PSU.U $100.07)
  • $100.07 Cap: $781M
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Q: Please advise if the distributions are treated as a dividend or interest or capital gain. On psu.u ETF ,would you recommend a term deposit from td bank at 1.75% or this etf

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Read Answer Asked by Doug on September 16, 2019

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: With Purdue Pharma filing for bankruptcy, which Insys Therapeutics has already done, and Mallinckrodt likely to do so with the fallout from the opioid crisis, are there any assets there that GUD might be interested in acquiring?

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Read Answer Asked by Edgar on September 16, 2019