Investment Q&A

• Good Natured Products Inc. (GDNP $0.02)
  • $0.02 Cap: $5M
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Q: Can you look at Good Natured Products again now that the new leglislation banning some plastics is being proposed.
Thank You,
Peter

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Read Answer Asked by Peter on June 17, 2019

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.13)
  • $55.13 P/E (TTM): 19.8X Cap: $30.01B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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Q: Would you prefer RCI.B or T for a long term hold? Why?

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Read Answer Asked by Greg on June 17, 2019

• Blackstone Inc. (BX $148.39)
  • $148.39 P/E (TTM): 40.89X Cap: $109.76B
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Q: I invested in Blackstone in early 2018. It's had a fairly good run up since then. At the time it seemed to have a bright future, offered a reasonable dividend, and provided diversification through their investments in private equity which I had no exposure to.
How do you feel about it now? Worth holding onto for the same reasons?

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Read Answer Asked by Larry on June 17, 2019

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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Q: If trans mountain gets the go ahead next week will this effect macro in any way.

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Read Answer Asked by don on June 17, 2019

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: Good Morning Team,

Redishred has had a great week of trading. Any news on your end? I can't find what is driving the price increase. Thanks,

Wes

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Read Answer Asked by Wes on June 17, 2019

• Hartford Financial Services Group Inc. (The) Warrants expiring June 26 2019 (HIG.WS $52.11)
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Q: These Hartford warrants mature on June 26,2019. What is your view about whether I should opt to accept cash or Hartford shares?

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Read Answer Asked by Harold on June 17, 2019

• Covalon Technologies Ltd. (COV $2.27)
  • $2.27 P/E (TTM): 28.5X Cap: $63M
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Q: On May 29 U stated that Q has a $1.5m unplanned non cash items(acquistions costs).Surprise that management is unaware of this costs,which is deemed to be normal. On Jun 14,dropped 0.35(7.3%) to $4.45 on 12.7k volume which is higher than the 7k average Any news?Txs for u usual great views & services.

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Read Answer Asked by Peter on June 17, 2019

• WestJet Airlines Ltd. variable voting and common voting shares (WJA $30.99)
  • $30.99 P/E (TTM): 16.8X Cap: $3.58B
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Q: On May 13 - you advised Dan to hold for a few weeks rather than selling @ about $30 (versus the Onex bid of $31). A few weeks have now passed - are you still of the same view?
Thanks

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Read Answer Asked by Gary on June 14, 2019

Q: Would appreciate your view and outlook for LVMH

Ken

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Read Answer Asked by ken on June 14, 2019

• Starlight Investments Capital LP (SCGR)
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Q: I would appreciate your thoughts on this relatively new global real estate ETF.

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Read Answer Asked by bill on June 14, 2019

• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• Charlottes Web Holdings Inc (CWEB)
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Q: What are your thoughts on Hexo and Charlotte’s Web?
Thanks

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Read Answer Asked by Amy on June 14, 2019

• iShares MSCI World Index ETF (XWD $110.80)
  • $110.80 P/E (TTM): 24.55X Cap: $1.46B
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• Vanguard S&P 500 Index ETF (VFV $169.34)
  • $169.34 P/E (TTM): 27.07X Cap: $27.43B
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Q: If you could only buy one of these in the current market, which would you prefer and why. Is there an argument for holding both of them.
Thanks as always.

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Read Answer Asked by Ron on June 14, 2019

• Wix.com Ltd. (WIX $135.26)
  • $135.26 Cap: $7.52B
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Q: Hello 5i
Could I have your opinion on WIX please?
Thanks
Dave

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Read Answer Asked by Dave on June 14, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 16.24X Cap: $26.91B
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Q: What are your thoughts on the proposed acquisition by CGI of the British Co. SciCi ?Thanks

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Read Answer Asked by serge on June 14, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: I hold 20,000 shares of Reliq purchased for $31,000, now trading for $6,000. Is this worth holding for a possible recovery of part of the $25,000 loss, or is it better sold now. I have no need for the tax loss nor the cash.

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Read Answer Asked by Harold on June 14, 2019

• Bioasis Technologies Inc. (BTI)
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Q: have your opinion on this stock for a long term dividend play
thanks Gord

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Read Answer Asked by Gordon on June 14, 2019

• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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Q: As with most retail companies ATZ took a pretty good hit after the China tariffs were announced and has been plummeting ever since (except the past couple of days). Do you think these tariffs are now fully priced into ATZ or do you think there will be another hit to earnings when the next quarterly report comes out? Is ATZ good enough to overcome this risk?

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Read Answer Asked by Rob on June 14, 2019

• MasTec Inc. (MTZ $213.95)
  • $213.95 P/E (TTM): 62.73X Cap: $16.16B
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• Comstock Metals Ltd. (CSL)
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• HEALTHSHARES CARDIOLOGY INDEX (HSC)
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Q: Hi team,

In the US small or mid cap industrials, I am looking for promising high growth companies. What do you think of the following:

csl -n Carlisle Corp
hsc-n Harsco Corp
mtz-n MasTec Inc

Any other, better you could suggest ?

Have a good day,

Jacques

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Read Answer Asked by Jacques on June 14, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
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Q: Can you recommend an etf or mutal fund with a low mer that tracks emerging markets that you can put 100 dollars at a time. What is the minimum that you can put into VEE. Thanks

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Read Answer Asked by chris on June 14, 2019

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.35B
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• ISHARES TRUST (IUSG $169.30)
  • $169.30 P/E (TTM): 33.5X Cap: $26.05B
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Q: My daughter is 20 and has maximized her TFSA allotment in an annual lump sum for past three years, and is likely to maximize every year going forward. I'm trying to simplify her investing so what ETF's would you recommend if she doesn't need the money for three years? Would you recommend different ETF's if she doesn't need for 10 years? What about 20+ years?

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Read Answer Asked by Valerie on June 14, 2019