Investment Q&A

• Farfetch Ltd - Class A (FTCH)
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Q: Hello, I know this company is not covered by your team, nevertheless what would be your take on it? Thanks, Gervais

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Read Answer Asked by Gervais on August 14, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.48X Cap: $673M
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Q: Comments please on Fiera's most recent quarter. What is holding the stock back? How concerned should I be about their debt level?
Thanks

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Read Answer Asked by Robert on August 14, 2019

• Pfizer Inc. (PFE $24.29)
  • $24.29 P/E (TTM): 13.03X Cap: $138.10B
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Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks

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Read Answer Asked by JOHN on August 14, 2019

• Income Portfolio (Income)
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Q: Hi
What in your view are the 6 most promising stocks in your growth portfolio and why?

Also, out of your income portfolio, what are the 6 highest paying dividend stocks, and frequency of payout?

Thanks!

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Read Answer Asked by Mitchell on August 14, 2019

• CI Energy Giants Covered Call ETF (NXF $5.40)
  • $5.40 P/E (TTM): 11.72X Cap: $111M
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Q: Could I please have your thoughts on the ETF, which seems to contain several of the largest oil producers. Is this a case where a large portion of the distribution is a return of capital as the dividend seems very high.

Thanks, David

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Read Answer Asked by david on August 14, 2019

• Corning Incorporated (GLW $90.28)
  • $90.28 P/E (TTM): 91.95X Cap: $77.34B
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• Viavi Solutions Inc. (VIAV $17.10)
  • $17.10 P/E (TTM): 93.33X Cap: $3.80B
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Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

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Read Answer Asked by jim on August 14, 2019

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.12X Cap: $3.20B
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Q: Looking for a dividend payer of minimum 3% with your highest conviction of a capital gain please? I need to replace some losers in my taxable account.

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Read Answer Asked by Charles on August 14, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
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Q: Why is CPD taking such a hit right now?

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Read Answer Asked by Maria on August 14, 2019

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
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Q: comments on the quarter please?

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Read Answer Asked by blake on August 14, 2019

• AltaGas Canada Inc. (ACI $33.49)
  • $33.49 P/E (TTM): 22.3X Cap: $1B
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Q: Hi,
I'm up 50% on AltaGas Canada so far this year, and I am thinking of trimming some off the top. Can you give me you thoughts on their latest 1/4, and thoughts about it's future.

Thanks

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Read Answer Asked by Greg on August 14, 2019

• Cipher Pharmaceuticals Inc. (CPH $14.32)
  • $14.32 P/E (TTM): 22.65X Cap: $362M
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Q: CPH just released Q results, do you see things turning around? They have more cash and less debt than last quarter and they continue to make a profit - please evaluate these metrics. Finally, would you comment on the initiatives outlined in the strategic update?

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Read Answer Asked by Harry on August 14, 2019

• Invesco Ltd (IVZ $23.48)
  • $23.48 P/E (TTM): 25.76X Cap: $10.74B
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Q: What do u think of this company for a 1-2 year hold ,specifically management,dividend safety,and any growth possibilities thanks

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Read Answer Asked by Greg on August 14, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I see PLC just released results which fell short of analyst expectations. Had a quick look through the latest financials and noticed increase in revenue and net income, decrease in long term debt levels however this looked to be funded by a share issue. I get that PLC is acquisitive and doesn't have the cash flow to fund all of the acquisitions. But does the constant issuance of shares concern the team at 5i? I guess stock performance to date indicates market is not worried about it. Any concerns with starting a position held in a TFSA?

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Read Answer Asked by Richard on August 14, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.34B
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Q: Am I likely to pay more for subscribing to new issue or should I wait and buy on the open market after the price is announced

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Read Answer Asked by hal on August 14, 2019

• Ag Growth International Inc. (AFN $35.59)
  • $35.59 Cap: $663M
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Q: Down 33% on AFN in a taxable account, time to bail?

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Read Answer Asked by Charles on August 14, 2019

Q: #1. Are there any key indicators that would suggest a recession ?
#2. Would it be a good idea for an investor to get out of the market and buy back in later, thinking there will be a recession soon and a downward stock market.

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Read Answer Asked by Martin on August 14, 2019

Q: Peter; I searched the Tax questions first but couldn’t find a answer- Re the 30 day rule- is the count of 30 days from the day it was sold or the settlement day? Thanks. Rod

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Read Answer Asked by Rodney on August 14, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 17.1X Cap: $2.15B
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Q: I currently own TOY and wondered if you think it ok to increase position to a 3% weight at this time? I have a long time before retiring
Thanks

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Read Answer Asked on August 14, 2019

Q: Gentlemen,
I use Implicity to park money actual interest 2.4%
https://www.implicity.ca/Rates/
Regards

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Read Answer Asked by Djamel on August 14, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you feel Stars Group is a worthwhile add to my portfolio at it's current price?

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Read Answer Asked by Ian on August 14, 2019