Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.36)
  • $133.36 P/E (TTM): 17.59X Cap: $29.77B
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• Intact Financial Corporation (IFC $275.03)
  • $275.03 P/E (TTM): 22.3X Cap: $49.21B
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• CAE Inc. (CAE $37.03)
  • $37.03 P/E (TTM): 28.89X Cap: $11.91B
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• Knight Therapeutics Inc. (GUD $6.50)
  • $6.50 Cap: $647M
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Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM

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Read Answer Asked by Ray on January 28, 2020

• Sunrun Inc. (RUN $15.97)
  • $15.97 Cap: $3.77B
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Q: A friend who I advise on investing is curious about this company which is new to me. It is American but may I have 5i's thoughts?

Thanks

Kim

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Read Answer Asked by Kim on January 28, 2020

• Boralex Inc. Class A Shares (BLX $28.88)
  • $28.88 Cap: $2.99B
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Q: I am thinking of buying this company as a long term hold.
I am tendering my cineplex and using the proceeds.
What are your thoughts?

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Read Answer Asked by Paul on January 28, 2020

• Stella-Jones Inc. (SJ $78.22)
  • $78.22 P/E (TTM): 12.94X Cap: $4.26B
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• NFI Group Inc. (NFI $18.44)
  • $18.44 Cap: $2.17B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.61)
  • $22.61 P/E (TTM): 19.81X Cap: $2.30B
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Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.

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Read Answer Asked by Rob on January 28, 2020

• Algonquin Power & Utilities Corp. (AQN $7.96)
  • $7.96 Cap: $6.13B
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Q: Do holdings in excess of $100M in AQN require reporting on CRA form 1135 ?

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Read Answer Asked by Robert on January 28, 2020

• goeasy Ltd. (GSY $213.04)
  • $213.04 P/E (TTM): 12.79X Cap: $3.45B
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Q: I bought this stock you had covered positively. I am up around 170% thank you! I am uncertain whether to sell some or all? Do you think there may be more growth in this stock? Thank you

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Read Answer Asked by Donna on January 28, 2020

• Great-West Lifeco Inc. (GWO $54.40)
  • $54.40 P/E (TTM): 13.73X Cap: $50.30B
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Q: Do you know if there will be a new ticker symbol for
CanadaLife ? or will it trade s GWO?

Thanks

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Read Answer Asked by Leonard on January 28, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.35B
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Q: LSPD punished on Monday. A China based virus seems an unlikely catalyst for the 7 % decline on a day when not much moved so significantly. Simple profit taking after the run up or has something changed? Is it a stronger buy on Tuesday than it was Friday or do you monitor now for lost momentum?

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Read Answer Asked by Tim on January 28, 2020

• Artis Real Estate Investment Trust (AX.UN $7.24)
  • $7.24 Cap: $704M
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Q: In a response to Maureen today you listed Artis as one of two picks for a reit with a dividend over 3.5%. With all the reits out there, most of which pay well over 3.5%, why Artis? Would you please explain your reasons.
Thank-you

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Read Answer Asked by grant on January 27, 2020

• Alpha Pro Tech Ltd. (APT $4.78)
  • $4.78 P/E (TTM): 13.47X Cap: $50M
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Q: Just a correction to your answer to dan regarding stocks that could benefit from the corona virus situation... you suggested Atlantic Power (ATP). I believe you meant Alpha Pro Tech (APT), maker of safety gear, incl. masks.

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Read Answer Asked by Ed on January 27, 2020

Q: Could I get your opinion on Generation Mining. No questions posted to 5i as of yet. Proven Mgmt team targeting Palladium near the Marathon.

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Read Answer Asked by David on January 27, 2020

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Real Matters Inc. (REAL $6.41)
  • $6.41 Cap: $476M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.35B
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Q: in my balanced/growth oriented TFSA with 12 stocks, the above 4 are each between 1% to 1 1/2 % of my total portfolio. I have some cash to deploy. Suggestions for where to top up ?
Thanks as always.

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Read Answer Asked by Alexandra on January 27, 2020

• BRP Inc. Subordinate Voting Shares (DOO $86.43)
  • $86.43 Cap: $5.77B
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• Roku Inc. (ROKU $96.56)
  • $96.56 Cap: $14.37B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Boyd Group Services Inc. (BYD $225.48)
  • $225.48 P/E (TTM): 439.22X Cap: $4.90B
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Q: I have some consumer disc and staples stocks, but I am looking for a few USD with some momentum. Could you suggest a five or more, best to last that I can explore? Many thanks for all you do.

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Read Answer Asked by Elaine or Gerry on January 27, 2020

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.05)
  • $58.05 P/E (TTM): 100.32X Cap: $3.79B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $39.31)
  • $39.31 P/E (TTM): 64.62X Cap: $1.43B
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Q: Hi
I want to reduce tech in my RRSP.
Did very good with XQQ thinking of changing to EQL
Why:
EQL only 13% tech Vs. XQQ 57%
EQL 11 sectors Vs XQQ 8 sectors
EQL higher dividend

Does this make sense?

If any other suggestions please feel free.

Thank You

Mike

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Read Answer Asked by Mike on January 27, 2020

• Cia Energetica DE Minas Gerais Cemig ADR Level II (CIG.C $2.72)
  • $2.72 P/E (TTM): 4.4X Cap: $5.75B
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Q: I was thinking of buying this company. A small position of 50 shares. I did some research on the company and it looks good. It's a Brazilian energy company and I don't know if you have any info or opinion on the company. Any insight you can give me would be appreciated.

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Read Answer Asked by Chant on January 27, 2020

• Vermilion Energy Inc. (VET $10.37)
  • $10.37 Cap: $1.62B
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• OR Royalties Inc. (OR $44.13)
  • $44.13 P/E (TTM): 100.8X Cap: $8.06B
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• BMO Junior Gold Index ETF (ZJG $165.82)
  • $165.82 P/E (TTM): 77.01X Cap: $155M
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Q: Looking to add some gold /oil and wondered whether OR or maybe ZJG would be better.Also VET ?Open to any suggestions.Thanks Paul

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Read Answer Asked by Paul on January 27, 2020

• BMO Monthly Income ETF (ZMI $17.88)
  • $17.88 P/E (TTM): 39.76X Cap: $163M
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• iShares Diversified Monthly Income ETF (XTR $11.52)
  • $11.52 P/E (TTM): 9.16X Cap: $359M
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Q: Could you give me your opinion on XTR as a long term hold for income in a RRSP or RRIF account? Any other favorites, Thanks Ken

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Read Answer Asked by Ken on January 27, 2020

Q: You mentioned in one of your answers "rebuying later (after 30 days in a taxable account)". Does this 30 day rule [is it 30 calendar days or 30 business days] NOT apply to TFSA's or RIF's?
Thank you.

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Read Answer Asked by Ross on January 27, 2020

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Electronic Arts Inc. (EA $171.95)
  • $171.95 P/E (TTM): 43.15X Cap: $42.78B
  • View EA Profile
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• Take-Two Interactive Software Inc. (TTWO $233.27)
  • $233.27 Cap: $43.33B
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• CyberArk Software Ltd. (CYBR $453.26)
  • $453.26 Cap: $22.41B
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Q: regarding cyberark software - CYBR-US - do you think there is more upside in this stock? What do you think of this company for a long term investor - any other stocks in this sector you like - any stocks you like in the e-gaming space? - Thanks

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Read Answer Asked by Karen on January 27, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.50)
  • $42.50 P/E (TTM): 82.76X Cap: $6.62B
  • View CAR.UN Profile
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• Artis Real Estate Investment Trust (AX.UN $7.24)
  • $7.24 Cap: $704M
  • View AX.UN Profile
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• InterRent Real Estate Investment Trust (IIP.UN $13.38)
  • $13.38 Cap: $1.86B
  • View IIP.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
  • $12.26 P/E (TTM): 25.65X Cap: $3.59B
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Q: What are your two favourites REITS today? And, what are your two favourite REITS today with dividends >3.5%? Thank you.

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Read Answer Asked by Maureen on January 27, 2020