Investment Q&A

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Interfor Corporation (IFP $8.21)
  • $8.21 Cap: $557M
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• Western Forest Products Inc. (WEF $10.86)
  • $10.86 Cap: $117M
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Q: Lumber seems to be getting some interest. Your preference of these three?

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Read Answer Asked by Edgar on November 27, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.14)
  • $5.14 P/E (TTM): 15.21X Cap: $225M
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Q: Good morning 5i,
Would like your thoughts on this stock. Have it in my TFSA for a couple years. It hasn’t done much n the dividend is not great. Has been going down lately. Do your have any negative news? Would like to sell it. Can you provide a name that you prefer? Thank you. Rossana.
.

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Read Answer Asked by Rossana on November 27, 2019

• FormFactor Inc. (FORM $56.28)
  • $56.28 P/E (TTM): 103.52X Cap: $4.17B
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Q: do you know this company, would you buy it, is it similar to photon.dave

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Read Answer Asked by david on November 27, 2019

• Palo Alto Networks Inc. (PANW $186.95)
  • $186.95 P/E (TTM): 116.1X Cap: $129.55B
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Q: hello 5i:
could you please comment on PANW's latest earnings and outlook? As they beat expected earnings (I believe that's 4 quarters in a row), I would have thought the stock would bounce up, not the $30 haircut they've taken so far today. Your outlook for the future is appeciated.
Paul L

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Read Answer Asked by Paul on November 27, 2019

• Constellation Software Inc. (CSU $3,371.37)
  • $3,371.37 P/E (TTM): 76.7X Cap: $70.47B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: BMO's Brian Belsky is predicting a bull market for the S&P500, with growth of 18.5% pa for the next 5 years!
Assuming he is right (big assumption) what are your favourite growth stocks (US or Canadian) for a 5 year hold?
Many Thanks

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Read Answer Asked by John on November 27, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.55)
  • $18.55 Cap: $786M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.68)
  • $16.68 Cap: $956M
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Q: For the 40% bond allocation in my portfolio, what are your best thoughts?

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Read Answer Asked by James on November 27, 2019

• Bird Construction Inc. (BDT $28.74)
  • $28.74 P/E (TTM): 17.28X Cap: $1.59B
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Q: I have been holding few shares of it for a very long time in my RRSP account. For last couple of years it is not performing well. Do you have any suggestion to replace it with any other company or should I still hold on to it? Thank you

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Read Answer Asked by A on November 27, 2019

Q: I have some cash to deploy and am waiting for tax loss selling to develop. Of the likely candidates, LSPD for example, can you name several to monitor that would be great opportunities for bounce back in the new year?

Thanks
Dave

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Read Answer Asked by Dave on November 27, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.10)
  • $37.10 Cap: $24.20B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.37)
  • $48.37 P/E (TTM): 52.58X Cap: $21.95B
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Q: In a state of confusion regarding these holdings...the spinouts? and the future outcome. Would like to hold forever (like the dividend)........What should I do? Positions. BIP.UN, 3.6% of portfolio, value now $280k..with gain of +74k. BEP.UN, 2.8% of portfolio, valued at $215k with gain of +86K

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Read Answer Asked by David on November 27, 2019

• Sangoma Technologies Corporation (STC $7.05)
  • $7.05 Cap: $230M
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Q: Given Sangoma's market cap now and current valuation would 5i consider it worthy of inclusion in your model growth portfolio?

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Read Answer Asked by Charles on November 27, 2019

Q: Good Morning: I notice that Laurentian bank is advertising a hi-yield saving acct. with a 3.3% rate. This seems unsustainable in the current environment. Their ad does not say anything about a limited term for this rate but does of course warn that rates can change without notice. Any comments?

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Read Answer Asked by Donald on November 27, 2019

• Constellation Software Inc. (CSU $3,371.37)
  • $3,371.37 P/E (TTM): 76.7X Cap: $70.47B
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• Open Text Corporation (OTEX $45.89)
  • $45.89 P/E (TTM): 17.51X Cap: $11.62B
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Q: I am struggling with the fact that my entire portfolio is in stocks - although 50% bluechip. Can you recommend stocks that will ride out a recession nicely or other investment avenues?

Also, in terms of value or growth who do you like right now.

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Read Answer Asked by kevin on November 27, 2019

• Beyond Meat Inc. (BYND $1.13)
  • $1.13 Cap: $471M
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Q: At what price/valuation would it make sense to take a position in this company?

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Read Answer Asked by Wayne on November 27, 2019

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Is this a good entry point for this stock

Thanks

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Read Answer Asked by Sean on November 27, 2019

• Keysight Technologies Inc. (KEYS $201.44)
  • $201.44 P/E (TTM): 63.03X Cap: $34.28B
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Q: Results look good, what are your thoughts

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Read Answer Asked by Leon on November 27, 2019

• Canopy Growth Corporation (WEED $2.10)
  • $2.10 Cap: $854M
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Q: As speculation, which mariuana co. has the best chances

You are great Lorraine

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Read Answer Asked by Lorraine on November 27, 2019

• Algonquin Power & Utilities Corp. (AQN $8.53)
  • $8.53 Cap: $6.63B
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Q: Did a large investor or insider sell a large block of shares? My BMO account shows over 30 million traded.

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Read Answer Asked by Robert on November 27, 2019

Q: Goodmorning
I currently own this preferred share MFC.PR.M and have found further information on Manulifes website - https://www.manulife.com/en/media/manulife-announces-dividend-rates-class-1-shares-series-17-18.html
Would you suggest holding the current series or converting to the new series?
THKS
Marce

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Read Answer Asked by Marcel on November 27, 2019

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.60)
  • $12.60 P/E (TTM): 29.23X Cap: $3.70B
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Q: Your thoughts on this stock is it a hold forever and don’t worry about kind of stock? I have a 23 percent gain don’t know if I should take the profit or let it ride

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Read Answer Asked by Jo-Anne on November 27, 2019

• State Street Utilities Select Sector SPDR ETF (XLU $42.99)
  • $42.99 P/E (TTM): 22.83X Cap: $22.12B
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• iShares U.S. Telecommunications ETF (IYZ $33.68)
  • $33.68 P/E (TTM): 16.36X Cap: $619M
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• Global Telecom & Utilities Income Fund (HGI.UN $7.63)
  • $7.63 Cap: $2M
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Q: Do you consider this a good way to have exposure to telecom in a RIF acct....thank you

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Read Answer Asked by gene on November 27, 2019