Investment Q&A

• Costco Wholesale Corporation (COST $988.74)
  • $988.74 P/E (TTM): 57.3X Cap: $438.48B
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• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.19B
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• The Hain Celestial Group Inc. (HAIN $1.63)
  • $1.63 Cap: $147M
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Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.

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Read Answer Asked by William on November 13, 2019

• iShares Canadian Value Index ETF (XCV $43.51)
  • $43.51 P/E (TTM): 3.61X Cap: $78M
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• CI Morningstar Canada Value Index ETF (FXM $29.14)
  • $29.14 P/E (TTM): 2.41X Cap: $308M
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Q: Hi, I have been increasingly hearing that after a long period of growth stocks significantly outperforming value stocks that the tide may be turning and a major shift to value stocks may be underway and in the early stages. Time will tell if this is correct but meantime would you be able to recommend some value oriented Canadian ETF’s that would most benefit frommsuch a rotation? Thanks.

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Read Answer Asked by Gary on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.38B
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Q: When BEP.UN trades with the new listing will the two listings be trading at the same price. They will both be trading essentially the same assets yet traded by different investor groups. Will this work as an arbitrage trade. Just Curious.
Thanks, Peter

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Read Answer Asked by Peter on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.25)
  • $15.25 P/E (TTM): 81.05X Cap: $1.47B
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Q: GOOS looked to have a good quarter, reiterated guidance, was trading higher in pre-markets this morning and now is getting hammered. Obviously I missed something... Where do you see GOOS going from here and what is dragging it down today?

Thanks!

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Read Answer Asked by Adam on November 13, 2019

• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: Stability and steady growth? Acknowledge early trading but down 10%. This thing is a dog. My fault, should have sold prior to earnings, but have to say a tad frustrated with these responses which don’t in my opinion critically assess potential alternatives and the reluctance to call a dog a dog.

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Read Answer Asked by Patrick on November 13, 2019

• Bragg Gaming Group Inc. (BRAG $5.61)
  • $5.61 Cap: $140M
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Q: Can you please comment on results and company going forward. Thanks

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Read Answer Asked by Bruce on November 13, 2019

• Aegon Ltd. New York Registry Shares (AEG $7.36)
  • $7.36 Cap: $14.76B
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• ING Group N.V. (ING $24.13)
  • $24.13 P/E (TTM): 12.67X Cap: $75.94B
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Q: Hi,may a have your thoughts on those banks? I own both besides can financial and .want to sell one of them.

thanks

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Read Answer Asked by margit on November 13, 2019

• High Arctic Energy Services Inc. (HWO $0.84)
  • $0.84 Cap: $10M
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Q: HWO's US and PNG operations are bright spots in an otherwise bleak report. Can they be a buyer when others are sellers? Their costs of dividends - as compared, say, to EBITDA - seems manageable. Your thoughts?

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Read Answer Asked by John on November 13, 2019

Q: Hello
I recently sold some SU and one lot filled at 42.745. I thought stocks of this value trade at even penny increments. Is this normal or did broker make mistake?

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Read Answer Asked by Greg on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.38B
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Q: The payout ratio is about 100% of AFFO. What is your view as to the sustainability of the distribution including guidance for increases? Is this level of payout consistent with peers?

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Read Answer Asked by Carl on November 13, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Your thoughts on Boyd's results please.

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Read Answer Asked by bill on November 13, 2019

• iShares S&P/TSX Global Gold Index ETF (XGD $35.39)
  • $35.39 P/E (TTM): 106.6X Cap: $2.49B
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• Sprott Physical Gold Trust Unit (PHYS $25.72)
  • $25.72 P/E (TTM): 24.9X Cap: $10.37B
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Q: Hi 5i Team.
Can you suggest some companies, or ETF's, that have a high leverage to the prices of gold and silver? Any other suggestions on how to play that market is immensely appreciated? Is your opinion on the strength of gold and silver, positive, for the near/intermediate future? Thank you!

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Read Answer Asked by Conrad L on November 13, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.11)
  • $28.11 Cap: $8.19B
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.17)
  • $18.17 P/E (TTM): 22.17X Cap: $3.36B
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Q: For an investor with a high equity tilt (e.g. 90% equity - 10% bonds), can you recommend one fund as a one-stop-shop for the bond component? PMIF currently has my attention.

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Read Answer Asked by Andrew on November 13, 2019

Q: your view on the quarter for abt

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Read Answer Asked by Josh on November 13, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Chesswood reported last evening and I would appreciate your feedback on their earnings trend. The dividend (7.77%) and cashflow seem OK. Any concerns? Are there alternatives you would consider?

Thank you

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Read Answer Asked by Martin on November 13, 2019

• NFI Group Inc. (NFI $18.48)
  • $18.48 Cap: $2.20B
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Q: NFI reported last night. Based on the report, are you more optimistic about its prospects or less? I am looking at purchasing in my TFSA and selling from my Cash account in 30 days. Or would you wait for another Quarter?

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Read Answer Asked by Kelly on November 13, 2019

• Knight Therapeutics Inc. (GUD $6.49)
  • $6.49 P/E (TTM): 62.67X Cap: $646M
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Q: Knight finally does the "transformative" deal everyone has been waiting for and now it's up only 3% from early Sept (and going straight down every day). As a long suffering shareholder, any comments on this situation.

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Read Answer Asked by Darcy on November 13, 2019

• GE Aerospace (GE $275.20)
  • $275.20 P/E (TTM): 38.36X Cap: $291.83B
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Q: What is wrong with ge could they revovere after important decrease in valu

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Read Answer Asked by Aurelian on November 13, 2019

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $15.14)
  • $15.14 P/E (TTM): 21.33X Cap: $429M
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Q: What is your opinion of Corby's Class A for dividend income? The price keeps dropping and it looks interesting at close to $15

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Read Answer Asked by Ian on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.38B
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Q: Just curious. Who are those that can't buy limited partnerships like BEP.UN? Thanks.

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Read Answer Asked by Charles on November 13, 2019