Investment Q&A

• Methanex Corporation (MX $48.03)
  • $48.03 P/E (TTM): 10.45X Cap: $3.28B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Magna International Inc. (MG $62.38)
  • $62.38 P/E (TTM): 10.74X Cap: $17.76B
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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 $23.64)
  • $23.64 P/E (TTM): 13.74X Cap: $573M
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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 $115.63)
  • $115.63 P/E (TTM): 11.64X Cap: $8.06B
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• Magna International Inc. (MG $62.38)
  • $62.38 P/E (TTM): 10.74X Cap: $17.76B
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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 $25.75)
  • $25.75 P/E (TTM): 224.33X Cap: $2.07B
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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 $14.09)
  • $14.09 Cap: $1.12B
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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 $24.88)
  • $24.88 Cap: $16.69B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $30.95)
  • $30.95 P/E (TTM): 1043.97X Cap: $14.50B
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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 $27.92)
  • $27.92 Cap: $8.17B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.25)
  • $18.25 Cap: $820M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.71)
  • $16.71 Cap: $826M
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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 $40.70)
  • $40.70 P/E (TTM): 19.11X Cap: $721M
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• iShares S&P Global Clean Energy Index Fund (ICLN $14.11)
  • $14.11 P/E (TTM): 48.22X Cap: $1.55B
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• iShares MSCI ACWI Low Carbon Target ETF (CRBN $216.04)
  • $216.04 P/E (TTM): 2.67X Cap: $1.05B
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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: $8M
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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 $29.51)
  • $29.51 P/E (TTM): 12.76X Cap: $2.03B
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• RH (RH $222.36)
  • $222.36 P/E (TTM): 54.64X Cap: $4.22B
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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: $8M
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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 $76.76)
  • $76.76 P/E (TTM): 13.19X Cap: $4.32B
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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 $47.20)
  • $47.20 P/E (TTM): 18.95X Cap: $96.03B
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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 $80.55)
  • $80.55 P/E (TTM): 17.33X Cap: $14.34B
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• Richards Packaging Income Fund (RPI.UN $32.95)
  • $32.95 P/E (TTM): 16.18X Cap: $361M
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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 $166.55)
  • $166.55 P/E (TTM): 17.91X Cap: $9.25B
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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 $16.71)
  • $16.71 Cap: $731M
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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