Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Good Morning Team,

Is it wise to go overweight on Square at these levels given its potential and upcoming earning report? Why or Why not?

Thank you for your continued support!

Upvote 0

Read Answer Asked by Saeed on April 26, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: THERE are reports on MTY, PRI.UN , MAXR , my question is how come they are not included in either portfolios (balanced, geowth and income ) WHAT i am doing wrong , something i don`t understand , thanks

Upvote 0

Read Answer Asked by Donald on April 25, 2018

• Constellation Software Inc. (CSU $4,744.92)
  • $4,744.92 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: CSU's
Q1 looks pretty solid. Please comment on it. Include your thoughts on 0% adjusted organic growth and if there is anything negative.

Upvote 0

Read Answer Asked by sandy on April 25, 2018

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: I am wondering why your BEPORT is so high in Materials and Industrials and why it holds no Telecommunications, Utilities or Real Estate? I believe that most of 5i's recommendations have a much lower percentage in Materials and Industrials and suggest that most people hold stocks in all eleven sectors.

Upvote 0

Read Answer Asked by stephen on April 25, 2018

• Enbridge Inc. (ENB $64.33)
  • $64.33 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: I have owned this security since inception would you suggest to continue to hold till maturity or just sell with the issues now facing enbridge?

Upvote 0

Read Answer Asked by Marcel on April 25, 2018

• Profound Medical Corp. (PRN $7.65)
  • $7.65 Cap: $233M
  • View PRN Profile
  • View Questions on PRN

Q: In response to Dennis' question on Profound Medical, when you say you "consider it one of the more interesting small caps in the space currently." Do you mean the medical device space or small caps stocks generally?

Upvote 0

Read Answer Asked by James on April 25, 2018

• WSP Global Inc. (WSP $284.58)
  • $284.58 P/E (TTM): 51.42X Cap: $36.74B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Spin Master Corp. Subordinate Voting Shares (TOY $21.72)
  • $21.72 P/E (TTM): 15.51X Cap: $2.25B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Waste Connections Inc. (WCN $188.26)
  • $188.26 P/E (TTM): 75.8X Cap: $48.34B
  • View WCN Profile
  • View Questions on WCN

Q: Greetings.

How would you rank the above companies against the backdrop of a rising interest rate environment?

Thank you.

John

Upvote 0

Read Answer Asked by john on April 25, 2018

Q: Hi Peter
Recently several high profile investment advisors have predicted an "eminent crash" in the markets. Any suggestions on how to protect oneself in these uncertain times. Do you believe a crash is eminent.
Thanks.
Cam

Upvote 0

Read Answer Asked by Cam on April 25, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $52.49)
  • $52.49 P/E (TTM): 26.71X Cap: $1.77B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI

Q: Hi. Is there any news on BAD. It has lost quite a bit of ground over the last couple of days. Thanks.

Upvote 0

Read Answer Asked by Alan on April 25, 2018

• Wynn Resorts Limited (WYNN $108.09)
  • $108.09 P/E (TTM): 28.86X Cap: $11.19B
  • View WYNN Profile
  • View Questions on WYNN
• Check Point Software Technologies Ltd. (CHKP $190.53)
  • $190.53 Cap: $20.88B
  • View CHKP Profile
  • View Questions on CHKP

Q: What are your thoughts on CHKP and WYNN after recent earnings. Are they worth holding as part of a balanced portfolio or is it time to let them go as there may be better opportunities elsewhere.

Upvote 0

Read Answer Asked by Paul on April 25, 2018

• Hydro One Limited (H $49.97)
  • $49.97 P/E (TTM): 24.43X Cap: $29.78B
  • View H Profile
  • View Questions on H

Q: Hi Peter,
I’m wondering if it’s possible to access your past comments made when you add or remove stocks from the 5i portfolios. Specifically, right now I’d like to be reminded of what you said regarding Hydro One, but it would be nice to be able to retrieve your comments on companies you pick but have not done reports on.
If such a tool isn’t available now, perhaps you might consider it at some point? Thanks a lot.
Molly

Upvote 0

Read Answer Asked by Molly on April 25, 2018

• Six Flags Entertainment Corporation (SIX)
  • P/E (TTM): 100.0X Cap: $2.69B
  • View SIX Profile
  • View Questions on SIX

Q: What do you think of this stock as an investment? I never hear anything about it but the chart looks great and I feel like it might have a good combination of dividend yield and growth. Is the dividend safe? Is the valuation attractive? What is you General take on the company? Thanks

Upvote 0

Read Answer Asked by Scott on April 25, 2018

• Workhorse Group Inc. (WKHS $2.01)
  • $2.01 Cap: $16M
  • View WKHS Profile
  • View Questions on WKHS

Q: 5-I
What are you thoughts on Workhorse (WKHS-Nasdaq)? Do you feel commercial electric vehicles are a worthwhile investment to look at this early? Do you know of any competition in this sector?
Thank you,

Paul

Upvote 0

Read Answer Asked by paul on April 25, 2018

• SDX Energy Plc - Ordinary Shares (SDX $0.37)
  • $0.37 P/E (TTM): 0.07X Cap: $75M
  • View SDX Profile
  • View Questions on SDX

Q: Hello Peter et al.

What is your viewpoint on SDX Energy at the moment? I have noticed that Josef Schachter has been on BNN lots of times promoting this stock. I see the benefit of it as well but I don’t agree with his prognosis of gas stocks in Canada being way undervalued and a good investment opportunity. His past picking history does not bode well in my opinion and because he likes SDX so much it concerns me. The company has no debt, lots of cash. Every well is a discovery in the last 6 morning months to a year. They are getting great prices for their gas in Morocco and Egypt. What is not to like!!! Am I missing something here?

Regards,


Brendan

Upvote 0

Read Answer Asked by Brendan on April 25, 2018

• Royal Bank of Canada (RY $180.03)
  • $180.03 P/E (TTM): 19.19X Cap: $250.16B
  • View RY Profile
  • View Questions on RY

Q: Hi 5i Team,
Is it safe to assume that holding RY in US$ doesn’t make it 'foreign property' for tax reporting purposes?
Thanks as usual for your help.
Molly

Upvote 0

Read Answer Asked by Molly on April 25, 2018

• Gilead Sciences Inc. (GILD $113.24)
  • $113.24 P/E (TTM): 23.78X Cap: $142.44B
  • View GILD Profile
  • View Questions on GILD
• QUALCOMM Incorporated (QCOM $147.16)
  • $147.16 P/E (TTM): 14.32X Cap: $159.16B
  • View QCOM Profile
  • View Questions on QCOM
• Pfizer Inc. (PFE $24.53)
  • $24.53 P/E (TTM): 17.02X Cap: $133.77B
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ $42.96)
  • $42.96 P/E (TTM): 10.21X Cap: $181.09B
  • View VZ Profile
  • View Questions on VZ
• Vanguard Dividend Appreciation FTF (VIG $206.37)
  • $206.37 P/E (TTM): 53.74X Cap: $90.49B
  • View VIG Profile
  • View Questions on VIG

Q: I have Student Transportation in my US account. What would be some good US dividend Stocks and/or ETF's I could invest in to replace the lost dividends that I receive when it is sold later this month? I am looking at 3 or 4 stocks and 1 or 2 ETF's.
Thanks for the advice as it is always welcome.

Upvote 0

Read Answer Asked by Kevin on April 25, 2018

• Meta Platforms Inc. (META $767.45)
  • $767.45 P/E (TTM): 29.32X Cap: $1.95T
  • View META Profile
  • View Questions on META
• Micron Technology Inc. (MU $108.46)
  • $108.46 P/E (TTM): 25.03X Cap: $120.60B
  • View MU Profile
  • View Questions on MU

Q: I have 900 stocks bought at $59 should i still hold?Any hope?
Will facebook comeback (in your opinion)?.

Upvote 0

Read Answer Asked by Nizar on April 25, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB

Q: Is the location of production a factor for price and what is the breakdown of production from Canada, the USA and Europe.

Upvote 0

Read Answer Asked by Denis on April 25, 2018

• Financial Select Sector SPDR (XLF $51.78)
  • $51.78 P/E (TTM): 43.38X Cap: $52.40B
  • View XLF Profile
  • View Questions on XLF
• Health Care Select Sector SPDR (XLV $132.69)
  • $132.69 P/E (TTM): 65.74X Cap: $32.67B
  • View XLV Profile
  • View Questions on XLV
• Technology Select Sector SPDR ETF (XLK $260.60)
  • $260.60 P/E (TTM): 83.21X Cap: $83.67B
  • View XLK Profile
  • View Questions on XLK

Q: I would like set up a portfolio of US ETF, unhedged to Canadian market. Broad market, Technology, Banks, and Health etc.
Thank you for your great service
Shirley

Upvote 0

Read Answer Asked by Shirley on April 25, 2018

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
  • View VNR Profile
  • View Questions on VNR

Q: Considering that Valener has dropped in price and that there are price target reductions is this a 'buying' opportunity?
Not quite sure why the reductions in price targets since this is pretty much a monopoly type utility type company ... unless I am missing something?
Thanks for the help!

Upvote 0

Read Answer Asked by Kenneth on April 25, 2018