Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.27)
  • $42.27 P/E (TTM): 1021.95X Cap: $19.38B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.36)
  • $55.36 Cap: $7.26B
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Q: Is BIP.UN looking attractive at current prices?
If held in a non-reg account, does it still get the dividend tax credit?
Is it best held in a reg or non-reg account and why?
TIA!

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Read Answer Asked by Brenda on May 26, 2020

• Bank of Nova Scotia (The) (BNS $87.86)
  • $87.86 P/E (TTM): 16.68X Cap: $109.07B
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Q: Based on quarterly results and statements from CEO Porter on BNS’s liquidity and loan losses, if I didn’t have any bank positions right now, would you start a position in BNS now or wait a bit or would you prefer a different bank?

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Read Answer Asked by Geoffrey on May 26, 2020

• TELUS Corporation (T $22.97)
  • $22.97 P/E (TTM): 35.55X Cap: $35.25B
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Q: If the Liberals join others in denouncing the use of Hussein technology in Canada, what would be the ramifications for Telus? Would they have to replace their use and what might be the cost? Thank you.

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Read Answer Asked by Steve on May 26, 2020

• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.59B
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Q: Hi, Just a clarification on Terry's question - CP24 showing Constellation Software Flt1 trades between $125-130 - I think, these quotes are for CSU Floating Rate Debentures Series 1.

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Read Answer Asked by rajeev on May 26, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Good morning 5i
In your/my portfolio tracking which symbol should I use to track flutter shares?
Thanks
Jeremy

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Read Answer Asked by Jeremy on May 26, 2020

• IBI Group Inc. (IBG $19.48)
  • $19.48 P/E (TTM): 24.26X Cap: $1.74B
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Q: IBI has a good looking balance sheet and seems to be in a business with lots of potential upside. However, their long-term chart is abysmal. Given their predicted growth prospects, is this a reasonable, low-key speculation for the next 3 years?

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Read Answer Asked by David on May 26, 2020

• Archer-Daniels-Midland Company (ADM $62.94)
  • $62.94 P/E (TTM): 21.73X Cap: $29.75B
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• Bunge Limited (BG $84.33)
  • $84.33 P/E (TTM): 8.19X Cap: $16.84B
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Q: Hello to the team
i'm interested dip my toes on the agricultural wich of the two you wouldl side,i'm 76.
Thank You
Dan

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Read Answer Asked by DANIEL on May 26, 2020

• Vermilion Energy Inc. (VET $10.10)
  • $10.10 Cap: $1.55B
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Q: What are your views of the management changes at Vermillion. I do not thinks running a company by committee is a very good idea. Your thoughts please.

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Read Answer Asked by Gerry on May 26, 2020

• Gilead Sciences Inc. (GILD $115.05)
  • $115.05 P/E (TTM): 23.74X Cap: $139.92B
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• Johnson & Johnson (JNJ $178.43)
  • $178.43 P/E (TTM): 19.04X Cap: $430.51B
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• Procter & Gamble Company (The) (PG $160.02)
  • $160.02 P/E (TTM): 25.11X Cap: $372.88B
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Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

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Read Answer Asked by thambirajah on May 26, 2020

• Invesco China Technology ETF (CQQQ $51.68)
  • $51.68 P/E (TTM): 63.35X Cap: $1.33B
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Q: With the impending delisting of Chinese companies in the US mkt., what is your opinion on CQQQ, Chinese tech ETF.? Thank you, Fooklin

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Read Answer Asked by Fooklin on May 26, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.43)
  • $80.43 P/E (TTM): 17.33X Cap: $14.26B
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• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.81X Cap: $6.74B
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• Aecon Group Inc. (ARE $21.16)
  • $21.16 P/E (TTM): 58.29X Cap: $1.31B
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Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.

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Read Answer Asked by David on May 26, 2020

• Dollar Tree Inc. (DLTR $101.12)
  • $101.12 Cap: $20.62B
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Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N

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Read Answer Asked by ron on May 26, 2020

• Wingstop Inc. (WING $309.79)
  • $309.79 P/E (TTM): 54.17X Cap: $8.62B
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Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn

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Read Answer Asked by Dawn on May 26, 2020

• L3Harris Technologies Inc. (LHX $272.39)
  • $272.39 P/E (TTM): 30.52X Cap: $50.96B
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Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!

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Read Answer Asked by Michael on May 26, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.55)
  • $18.55 P/E (TTM): 95.37X Cap: $1.80B
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Q: What are your thoughts on GOOS? Would you buy it today?

Thanks

Dave

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Read Answer Asked by David on May 26, 2020

• Broadcom Inc. (AVGO $334.89)
  • $334.89 P/E (TTM): 113.25X Cap: $1.57T
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• Duke Energy Corporation (Holding Company) (DUK $120.61)
  • $120.61 P/E (TTM): 20.15X Cap: $93.78B
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• JPMorgan Chase & Co. (JPM $294.38)
  • $294.38 P/E (TTM): 14.7X Cap: $835.43B
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• NextEra Energy Inc. (NEE $70.90)
  • $70.90 P/E (TTM): 25.05X Cap: $145.94B
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• AT&T Inc. (T $29.59)
  • $29.59 P/E (TTM): 16.5X Cap: $211.57B
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Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

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Read Answer Asked by Mark on May 26, 2020

• First National Financial Corporation (FN $48.10)
  • $48.10 P/E (TTM): 15.75X Cap: $2.89B
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Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.

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Read Answer Asked by David on May 26, 2020

• Real Matters Inc. (REAL $6.68)
  • $6.68 Cap: $470M
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Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

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Read Answer Asked by kenneth on May 26, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.27)
  • $42.27 P/E (TTM): 1021.95X Cap: $19.38B
  • View BIP.UN Profile
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.36)
  • $55.36 Cap: $7.26B
  • View BIPC Profile
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Q: Can you please explain why BIPC trades at such a significant premium to BIP.UN. I hold both now in rrif and tfsa accounts and read BIPC is structured to provide equivalent returns to BIP.UN. Yet as I’m writing this BIP.UN is $55.65 while BIPC is $62.06. I thought both units held the same securities and differed only in structure- partnership versus corporation for some tax reasons. BIPC is said to be exchangeable to BIP.UN yet why do this at a current loss of close to $7 /unit.
Thanks for your help,
Steve

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Read Answer Asked by Steve on May 26, 2020

• Enbridge Inc. (ENB $66.87)
  • $66.87 P/E (TTM): 23.44X Cap: $145.84B
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• Loblaw Companies Limited (L $56.62)
  • $56.62 P/E (TTM): 7.02X Cap: $67.31B
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• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.59B
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• Fortis Inc. (FTS $68.18)
  • $68.18 P/E (TTM): 20.05X Cap: $34.33B
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• WSP Global Inc. (WSP $281.47)
  • $281.47 P/E (TTM): 45.58X Cap: $36.73B
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• Algonquin Power & Utilities Corp. (AQN $7.84)
  • $7.84 Cap: $5.97B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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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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• Boyd Gaming Corporation (BYD $86.46)
  • $86.46 P/E (TTM): 13.99X Cap: $6.93B
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Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.

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Read Answer Asked by Dona on May 26, 2020