Investment Q&A

• Costco Wholesale Corporation (COST $944.25)
  • $944.25 P/E (TTM): 55.56X Cap: $421.81B
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• Microsoft Corporation (MSFT $512.98)
  • $512.98 P/E (TTM): 37.97X Cap: $3.84T
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• Paychex Inc. (PAYX $129.64)
  • $129.64 P/E (TTM): 28.38X Cap: $46.83B
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• AbbVie Inc. (ABBV $223.32)
  • $223.32 P/E (TTM): 106.44X Cap: $393B
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• Procter & Gamble Company (The) (PG $154.82)
  • $154.82 P/E (TTM): 23.97X Cap: $365.50B
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• Stryker Corporation (SYK $376.58)
  • $376.58 P/E (TTM): 49.91X Cap: $144.06B
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• Visa Inc. (V $343.05)
  • $343.05 P/E (TTM): 33.36X Cap: $662.70B
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• Veeva Systems Inc. Class A (VEEV $275.90)
  • $275.90 P/E (TTM): 57.16X Cap: $45.53B
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• DocuSign Inc. (DOCU $84.07)
  • $84.07 P/E (TTM): 63.6X Cap: $17.01B
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Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse

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Read Answer Asked by Marcel on November 06, 2020

• Gibson Energy Inc. (GEI $26.33)
  • $26.33 P/E (TTM): 27.34X Cap: $4.34B
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Q: This stock has been tanking of late Third quarter results might be the cause of that. Is this a time to consider a leg in or wait for a technical signal Thanks.

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Read Answer Asked by John L on November 06, 2020

• Global Blood Therapeutics Inc. (GBT)
  • Cap: $4.62B
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Q: Opinion on GBT latest results and investment moving forward.

thanks Dave

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Read Answer Asked by Dave on November 06, 2020

• Strathcona Resources Ltd. (SCR $35.42)
  • $35.42 P/E (TTM): 10.73X Cap: $7.65B
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• RB Global Inc. (RBA $162.95)
  • $162.95 P/E (TTM): 58.33X Cap: $30.57B
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Q: Hi Guys,

Your thoughts on both of these companies. My portfolio follows your "balance portfolio" with a few growth stocks.

take care,

Jim

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Read Answer Asked by jim on November 06, 2020

• The Trade Desk Inc. (TTD $44.69)
  • $44.69 P/E (TTM): 53.58X Cap: $21.74B
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Q: Looks like an impressive quarter out of TTD! What are your thoughts?

Thanks!

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Read Answer Asked by David on November 06, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.75)
  • $42.75 P/E (TTM): 1027.59X Cap: $19.66B
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• Brookfield Infrastructure Corporation (BIPC $40.85)
  • $40.85 Cap: $5.39B
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Q: The BIP.UN and BIPC difference is approached $20. It seems that when BIP.UN goes up BIPC goes up twice as much. For a clear momentum stock, would you invest in BIPC instead of BIP.UN, thanks

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Read Answer Asked by Dennis on November 06, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.72)
  • $34.72 Cap: $22.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.66)
  • $46.66 Cap: $17.40B
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Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!

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Read Answer Asked by Lois on November 06, 2020

• TMX Group Limited (X $53.62)
  • $53.62 P/E (TTM): 35.12X Cap: $14.84B
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Q: Peter, Your thoughts on X for a long-term hold please. Do you see them having a moat, or could they be supplanted by a US or UK exchange that comes and eats their lunch? Do they typically raise their dividend periodically? Thank you!

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Read Answer Asked by James on November 06, 2020

• Saputo Inc. (SAP $33.25)
  • $33.25 Cap: $13.80B
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Q: Hi can you comment on Saputo's earnings release today, & do you see any upside, is it worth holding or should I lock-in profits now?

Thanks!

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Read Answer Asked by Kimberely on November 06, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Please comment on KL's 3rd quarter results. They seem to be doing well generally and the Detour mine acquisition also seems to be working out.
Thanks,
Jim

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Read Answer Asked by James on November 06, 2020

• BCE Inc. (BCE $32.02)
  • $32.02 P/E (TTM): 69.57X Cap: $29.84B
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• Saputo Inc. (SAP $33.25)
  • $33.25 Cap: $13.80B
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Q: Hi Guys,
BCE & SAP both reported today.
Rev is down from last yr.
Is it all priced in and would you start a position in a conservative portfolio?

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Read Answer Asked by Nick on November 06, 2020

• General Dynamics Corporation (GD $322.66)
  • $322.66 P/E (TTM): 21.76X Cap: $87.17B
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• Honeywell International Inc. (HON $207.83)
  • $207.83 P/E (TTM): 23.82X Cap: $132.92B
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• TFI International Inc. (TFII $128.89)
  • $128.89 P/E (TTM): 21.47X Cap: $10.67B
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• Trane Technologies plc (TT $404.86)
  • $404.86 P/E (TTM): 32.27X Cap: $90.47B
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• RTX Corporation (RTX $158.72)
  • $158.72 P/E (TTM): 34.78X Cap: $211.81B
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Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

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Read Answer Asked by Paul on November 06, 2020

• Kinaxis Inc. (KXS $182.35)
  • $182.35 P/E (TTM): 154.05X Cap: $5.18B
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Q: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve

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Read Answer Asked by Stephen on November 06, 2020

• iShares S&P/TSX Global Gold Index ETF (XGD $44.02)
  • $44.02 P/E (TTM): 23.44X Cap: $3.07B
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• Sprott Physical Gold Trust Unit (PHYS $28.65)
  • $28.65 P/E (TTM): 24.9X Cap: $11.45B
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• SPDR Gold MiniShares Trust (GLDM $73.68)
  • $73.68 Cap: $20.23B
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Q: What gold stocks and gold ETF's do you like now? Please rank your top 3 gold stocks and etf's.
Thank you,
Patrick

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Read Answer Asked by Patrick on November 06, 2020

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $169.63)
  • $169.63 P/E (TTM): 33.33X Cap: $2.74B
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Q: I would like to know what do you think about BMO Nasdaq 100 Equity Hedged Unit (ZQQ) and Invesco DWA Consumer Staples Momentum ETF (PSL), and if you have better suggestions in these areas. PSL doesn't appear in the database of your Portfolio Analytics.
Michel

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Read Answer Asked by Michel on November 06, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Can we have your thoughts on Maxar's 1/4 report.

Thank you

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Read Answer Asked by Greg on November 06, 2020

• Invesco NASDAQ 100 Index ETF (QQC.F $192.39)
  • $192.39 P/E (TTM): 32.97X Cap: $1.18B
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Q: Markets are a bit nuts right now but I'm wondering if you feel this etf is over bought or on the right track?

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Read Answer Asked by May on November 06, 2020

• TC Energy Corporation (TRP $72.86)
  • $72.86 P/E (TTM): 17.76X Cap: $75.30B
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Q: Hello - Your thoughts on TRP earnings, and more importantly, your level of confidence of this company going forward. Does it deserve the current valuation?

Thanks.

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Read Answer Asked by James on November 06, 2020

• Pembina Pipeline Corporation (PPL $55.18)
  • $55.18 P/E (TTM): 18.61X Cap: $32.03B
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Q: Hi, could you please comment on Pembina’s earning particularly in view of dividend sustainability. Thanks.

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Read Answer Asked by Gary on November 06, 2020

• BCE Inc. (BCE $32.02)
  • $32.02 P/E (TTM): 69.57X Cap: $29.84B
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Q: Hi, could you please comment on Bell’s earnings including payout ratio and sustainability of dividend. Thanks.

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Read Answer Asked by Gary on November 06, 2020