Investment Q&A

• Constellation Software Inc. (CSU $4,394.28)
  • $4,394.28 P/E (TTM): 107.98X Cap: $92.25B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.05)
  • $17.05 Cap: $2.35B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hello 5i,

Which one of those two companies do you prefer as a long-term growth story and why?

Thank you

Upvote 0

Read Answer Asked by Tim on December 09, 2019

• TELUS Corporation (T $22.74)
  • $22.74 P/E (TTM): 35.39X Cap: $34.76B
  • View T Profile
  • View Questions on T

Q: Could you explain in simple terms the connection between Telus and Telus International, and how the TI purchase of the call center and potential IPO might affect Telus (T) shareholders. Good, bad or non-event?
Thank-you

Upvote 0

Read Answer Asked by grant on December 06, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
  • View MPCT.U Profile
  • View Questions on MPCT.U

Q: hi, 5I
looking at Thomson R review of the company , this is what they say about valuation:
''This company does not currently meet the data requirements to calculate a score for this component.''
Could you comment,
thanks,
CDJ

Upvote 0

Read Answer Asked by claude on December 06, 2019

• iShares Russell 2000 Growth ETF (IWO $300.81)
  • $300.81 P/E (TTM): 51.69X Cap: $12.06B
  • View IWO Profile
  • View Questions on IWO
• BMO Low Volatility Canadian Equity ETF (ZLB $54.64)
  • $54.64 P/E (TTM): 34.63X Cap: $5.17B
  • View ZLB Profile
  • View Questions on ZLB
• BMO Low Volatility US Equity ETF (ZLU $56.93)
  • $56.93 P/E (TTM): 56.99X Cap: $2.19B
  • View ZLU Profile
  • View Questions on ZLU
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.85)
  • $58.85 P/E (TTM): 55.32X Cap: $3.84B
  • View XQQ Profile
  • View Questions on XQQ
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.52)
  • $43.52 P/E (TTM): 82.32X Cap: $632M
  • View XSU Profile
  • View Questions on XSU
• Vanguard S&P 500 Index ETF (VFV $158.07)
  • $158.07 P/E (TTM): 82.03X Cap: $24.68B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.47)
  • $98.47 Cap: $2.11B
  • View VGG Profile
  • View Questions on VGG
• Vanguard Total Stock Market ETF (VTI $316.59)
  • $316.59 P/E (TTM): 71.88X Cap: $503.97B
  • View VTI Profile
  • View Questions on VTI

Q: Hello Peter and colleagues
I am trying to develop a simple but effective portfolio. What would be your opinion and recommended percentages on a simple portfolio including these ETFs: XIC, VFV, VXUS
Would you recommend adding more ETFs while keeping it simple? and if so, what would be the percentage of each. Do you recommend replacing VFV with VTI? and why?
Please deduct as many points as needed.
Thanks

Upvote 0

Read Answer Asked by Hassan on December 06, 2019

• Toronto-Dominion Bank (The) (TD $102.08)
  • $102.08 P/E (TTM): 10.48X Cap: $176.29B
  • View TD Profile
  • View Questions on TD

Q: Given the quarter results and the missed earnings and the resulting lower stock price is this a good TD buying opportunity if I already own a position in BNS and am looking to add another bank for diversification in the financial space or do you prefer another Canadian bank?

Upvote 0

Read Answer Asked by Geoffrey on December 06, 2019

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.22)
  • $42.22 P/E (TTM): 33.73X Cap: $417M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Europe ETF (VGK $78.80)
  • $78.80 P/E (TTM): 24.32X Cap: $26.56B
  • View VGK Profile
  • View Questions on VGK

Q: May I please have your opinion of FDD - First Trust Dow Jones Stoxx European Select Dividend Index Fund for European Exposure. Thanks in advance.

Upvote 0

Read Answer Asked by Donna on December 06, 2019

• Chartwell Retirement Residences (CSH.UN $18.55)
  • $18.55 P/E (TTM): 87.43X Cap: $5.34B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Granite Real Estate Investment Trust (GRT.UN $78.58)
  • $78.58 P/E (TTM): 20.75X Cap: $4.76B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Sienna Senior Living Inc. (SIA $18.26)
  • $18.26 P/E (TTM): 43.79X Cap: $1.68B
  • View SIA Profile
  • View Questions on SIA

Q: Hello 5i,
I have owned CSH.UN for about 18 months, am getting frustrated by the lack of growth.
Am after a REIT for income in RRIF. Am considering SIA & GRT.UN as possible replacements. Will be a long time hold, am after a decent yield with some growth possibilities. What are your thoughts including any other alternatives in the space.
Thanks as always for your advice !
Steve

Upvote 0

Read Answer Asked by STEVEN on December 06, 2019

• iShares Russell 2000 Growth ETF (IWO $300.81)
  • $300.81 P/E (TTM): 51.69X Cap: $12.06B
  • View IWO Profile
  • View Questions on IWO
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.52)
  • $43.52 P/E (TTM): 82.32X Cap: $632M
  • View XSU Profile
  • View Questions on XSU

Q: Hello Peter,
I was thinking of investing in a us small cap etf. I was leaning towards Schwab US small cap etf ,SCHA. Any comments or can you suggest one? Also, if you have a us small cap trading on tsx, would appreciate it. Thank you.

Upvote 0

Read Answer Asked by umedali on December 06, 2019

• Vertex Pharmaceuticals Incorporated (VRTX $389.88)
  • $389.88 Cap: $100.70B
  • View VRTX Profile
  • View Questions on VRTX

Q: Hi,
What do you think of Vertex? How is it valued relative to peers and what do you think of its growth outlook? Would you buy at these levels?

Upvote 0

Read Answer Asked by Max on December 06, 2019

• Reitmans (Canada) Limited (RET $2.02)
  • $2.02 P/E (TTM): 13.25X Cap: $104M
  • View RET Profile
  • View Questions on RET

Q: Hello, I would like your opinion on Reitmans (RET.A). The stock is at its lowest level in 37 years. The latest results are not good and the competition is very strong, but on the other hand, the debt is not very high and the managers have a lot of experience. Is there any hope in your opinion? Are we trying to catch a falling knife? Thank you.

Upvote 0

Read Answer Asked by Stéphane on December 06, 2019

Q: Good morning- I have canadian gold dollar one ounce coins. Can you suggest where I can sell them for an appropriate price? Thank you.

Upvote 0

Read Answer Asked by alex on December 06, 2019

• WSP Global Inc. (WSP $279.33)
  • $279.33 P/E (TTM): 45.26X Cap: $36.30B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $146.56)
  • $146.56 P/E (TTM): 43.86X Cap: $16.75B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Toromont Industries Ltd. (TIH $141.95)
  • $141.95 P/E (TTM): 24.0X Cap: $11.54B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Greetings 5i team,
I recently read an article that talked about these three companies.
Q1. Please comment on Toromont Industries as an investment.
Q2. Please compare the investment qualities of Stantec Inc with one of 5i favourites; WSP.
Thanks again for all of your good work.
SP

Upvote 0

Read Answer Asked by Steve on December 06, 2019

• Toronto-Dominion Bank (The) (TD $102.08)
  • $102.08 P/E (TTM): 10.48X Cap: $176.29B
  • View TD Profile
  • View Questions on TD

Q: Hello,
TD quarter results seems not good. I have TD stocks. I am wondering if I should sell TD and buy other banks.
Thanks
Victor

Upvote 0

Read Answer Asked by Victor on December 06, 2019

• Abitibi Royalties Inc. (RZZ $27.00)
  • $27.00 Cap: $336M
  • View RZZ Profile
  • View Questions on RZZ
• Sandstorm Gold Ltd. (SSL $14.66)
  • $14.66 P/E (TTM): 88.69X Cap: $4.29B
  • View SSL Profile
  • View Questions on SSL
• Metalla Royalty & Streaming Ltd. (MTA $5.95)
  • $5.95 Cap: $552M
  • View MTA Profile
  • View Questions on MTA

Q: For a 2-5 years holding period, which of these Royalty companies has the best growth profile? Are the risks in the two smaller companies significantly higher? My understanding is that Royalty companies are "safer" than exploration and mining companies. Thanks

Upvote 0

Read Answer Asked by Jean-Bernard on December 06, 2019

• Costco Wholesale Corporation (COST $979.35)
  • $979.35 P/E (TTM): 56.78X Cap: $431.07B
  • View COST Profile
  • View Questions on COST
• The Walt Disney Company (DIS $116.55)
  • $116.55 P/E (TTM): 23.55X Cap: $207.46B
  • View DIS Profile
  • View Questions on DIS

Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret

Upvote 0

Read Answer Asked by Margaret on December 06, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $89.57)
  • $89.57 P/E (TTM): 11.13X Cap: $8.54B
  • View VIGI Profile
  • View Questions on VIGI
• iShares International Dividend Growth ETF (IGRO $78.97)
  • $78.97 P/E (TTM): 8.92X Cap: $1.17B
  • View IGRO Profile
  • View Questions on IGRO
• Brompton Global Dividend Growth ETF (BDIV $23.00)
  • $23.00 P/E (TTM): 59.78X Cap: $101M
  • View BDIV Profile
  • View Questions on BDIV
• CI International Quality Dividend Growth Index ETF (IQD $34.71)
  • $34.71 P/E (TTM): 0.04X Cap: $215M
  • View IQD Profile
  • View Questions on IQD

Q: Hello Crew
I'm looking for a Canadian domiciled etf similar to IGRO or VIGI.
thank you. gary

Upvote 0

Read Answer Asked by Gary on December 06, 2019

• Canadian Imperial Bank Of Commerce (CM $101.90)
  • $101.90 P/E (TTM): 12.7X Cap: $95.27B
  • View CM Profile
  • View Questions on CM

Q: Would you continue to hold CM if you had it. If not what would you swap it with.

Upvote 0

Read Answer Asked by George on December 06, 2019

• Roku Inc. (ROKU $92.33)
  • $92.33 Cap: $13.30B
  • View ROKU Profile
  • View Questions on ROKU
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX
• Guardant Health Inc. (GH $59.47)
  • $59.47 Cap: $7.34B
  • View GH Profile
  • View Questions on GH

Q: What are your favorite three US companies in the 5 to 20 billion market cap range?

Upvote 0

Read Answer Asked by Liam on December 06, 2019

• Standard Lithium Ltd. (SLL)
  • P/E (TTM): -25.0X Cap: $975M
  • View SLL Profile
  • View Questions on SLL

Q: Hi Team - thoughts on the stock and industry overall going into 2020. Thanks.

Upvote 0

Read Answer Asked by Lawrence on December 06, 2019

• AstraZeneca PLC (AZN $79.12)
  • $79.12 P/E (TTM): 34.61X Cap: $243.64B
  • View AZN Profile
  • View Questions on AZN

Q: Do you currently have an opinion on AZN?

Upvote 0

Read Answer Asked by chris on December 06, 2019