Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
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Q: There is news that Brookfield Infrastructure LP reduced the dividend by 10%. I suspect this simply reflects the dividends declared on Brookfield Infrastructure Corp, not a real reduction for the enterprise as a whole. Is this correct?

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Read Answer Asked by Carl on May 08, 2020

• Open Text Corporation (OTEX $39.15)
  • $39.15 P/E (TTM): 11.68X Cap: $10.40B
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• Canadian General Investments Limited (CGI $39.74)
  • $39.74 P/E (TTM): 27.8X Cap: $829M
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Q: Hello
I would like to have your outlook on both companies.
Which one do you see as a buy in the current COVID situation with more companies favoring working employees from home .
Can you also comment on the companies earnings and debt.

Thank you

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Read Answer Asked by Kristelle on May 08, 2020

• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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Q: Hi folks, please get opinion on Q results for Nutrien, and guidance going forward. Would you be a buyer at $50sh, with nice dividend, or would a better option in Ag space be Mosaic mos/n or Ag Atn/t, thanks, jb Piedmont QC

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Read Answer Asked by John on May 08, 2020

• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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Q: NTR: never seems to report EPS in-line with guidance, price taker for fertilizers & has high P.R.. Positive side: low debt., retail business with higher margins than commodities. Why was recent Q so bad? Would now be a good time to buy this stock & is dividend sustainable?

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Read Answer Asked by James on May 08, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
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• Invesco NASDAQ 100 Index ETF (QQC.F $178.34)
  • $178.34 P/E (TTM): 67.04X Cap: $1.06B
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Q: I am looking to position myself in a way that will benefit from a rebound, particularly in the U.S. economy with ETFs denominated in Canadian dollars. I prefer dividend paying funds with a strong technology component but am open to any suggestions for consideration.
Thanks, Calvin

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Read Answer Asked by Calvin on May 08, 2020

• Bank of Montreal (BMO $152.92)
  • $152.92 P/E (TTM): 13.56X Cap: $110.41B
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• Laurentian Bank of Canada (LB $30.51)
  • $30.51 P/E (TTM): 13.38X Cap: $1.34B
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Q: Hi 5i
Earnings fast approaching for banks. If banks increase loan loss provisions do u see this as negative for banks and how do you see impact on BMO and LB share price over short/long term if this occurs.
Thx

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Read Answer Asked by jim on May 08, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.57)
  • $31.57 P/E (TTM): 522.13X Cap: $20.66B
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Q: Could you please comment on BIP earnings?

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Read Answer Asked by Geoffrey on May 08, 2020

• Amgen Inc. (AMGN $301.94)
  • $301.94 P/E (TTM): 27.06X Cap: $162.35B
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• Costco Wholesale Corporation (COST $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $423.68B
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• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• Regeneron Pharmaceuticals Inc. (REGN $571.54)
  • $571.54 P/E (TTM): 14.21X Cap: $60.57B
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• Procter & Gamble Company (The) (PG $150.76)
  • $150.76 P/E (TTM): 23.91X Cap: $353.46B
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• Roper Technologies Inc. (ROP $546.42)
  • $546.42 P/E (TTM): 39.09X Cap: $58.80B
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• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.74B
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• RTX Corporation (RTX $157.38)
  • $157.38 P/E (TTM): 45.99X Cap: $210.65B
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Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks

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Read Answer Asked by joseph on May 08, 2020

• Brookfield Asset Management Inc. Class A Preference Shares Series 2 (BAM.PR.B)
  • Cap: $131M
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Q: What is the general feeling about this specific issue relative to the current market and interest rate outlook? How does it stackup against other preferred issues of Brookfield? Thanks for all you do for us in these times of turbulence.

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Read Answer Asked by Bill on May 08, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: hi
regarding the shareholders conference call did you learn anything interesting. Was there a specific reason they were not willing to estimate future earinings. Was there any comment with respect to their products being used in the medical industry and how that might be developing?
thanks
Joe

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Read Answer Asked by Joe on May 08, 2020

• Hess Corporation (HES)
  • P/E (TTM): 20.66X
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• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
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• Tourmaline Oil Corp. (TOU $57.61)
  • $57.61 P/E (TTM): 17.09X Cap: $21.56B
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• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
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Q: What do you think is the best way to play potential return to reasonable pricing for oil? USO - merged with HUC or a company like SU? No one can make money at these current prices even though they have gone up nicely recently.

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Read Answer Asked by James on May 08, 2020

• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $42.30B
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Q: Can I have your view on results just issued.
Thanks
John

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Read Answer Asked by John on May 08, 2020

Q: How do I invest in Ethereum(Ether) in the market? Your insight and help in this area is appreciated.

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Read Answer Asked by Chris on May 08, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.55)
  • $15.55 P/E (TTM): 21.3X Cap: $1.50B
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Q: PROSPECTS OF RECOVERY SEEMS FAIR TO SAY SINCE THE STOCK HAS COME A LONG WAY DOWN SINCE THE STOCK IS HIGHLY CONNECTED TO THE RETAIL BUSINESS, DO YOU STILL SEE A GOOD PROSPECT

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Read Answer Asked by terrance on May 08, 2020

• The Rubicon Project Inc. (RUBI)
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• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $42.30B
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Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.

Thanks!

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Read Answer Asked by Tim on May 08, 2020

• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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Q: I am looking at buying a regulated gas and electric utility company. I am considering AQN and FTS. Which of these would be your favourite and why? Is there a company that you prefer more than these for a long-term hold?

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Read Answer Asked by David on May 08, 2020

• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $42.30B
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Q: Can you give me your opinion on TTD earnings and outlook, that is, if you follow it closely enough to do so. Thank-you.

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Read Answer Asked by Alex on May 08, 2020

• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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Q: hi there,

I have held Dol for a long time but as i transition to retirement i am looking for an alternative with a stable dividend. I have looked at L - do you have other suggestions as most consumer staples seem overvalued currently.

Cheers

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Read Answer Asked by kelly on May 08, 2020

• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
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Q: I am down 56% and 71% on these 2 companies. What would you do if this was your portfolio?

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Read Answer Asked by Penny on May 08, 2020

• RioCan Real Estate Investment Trust (REI.UN $17.57)
  • $17.57 P/E (TTM): 20.2X Cap: $5.22B
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• H&R Real Estate Investment Trust (HR.UN $11.54)
  • $11.54 Cap: $3.18B
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• Artis Real Estate Investment Trust (AX.UN $7.38)
  • $7.38 Cap: $716M
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: I am underwater on these and would like to harvest the losses and re-buy after 30 days (or not). Can you suggest temporary replacements for each? Any of these names you would not buy after the 30 days and just add to others?
Please deduct as many questions as appropriate.
Thank you.

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Read Answer Asked by Carlos on May 08, 2020