Investment Q&A

• Costco Wholesale Corporation (COST $987.33)
  • $987.33 P/E (TTM): 57.3X Cap: $435.04B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $525.07)
  • $525.07 P/E (TTM): 38.27X Cap: $3.88T
  • View MSFT Profile
  • View Questions on MSFT
• Paychex Inc. (PAYX $138.77)
  • $138.77 P/E (TTM): 30.83X Cap: $50.86B
  • View PAYX Profile
  • View Questions on PAYX
• AbbVie Inc. (ABBV $197.41)
  • $197.41 P/E (TTM): 84.64X Cap: $349.86B
  • View ABBV Profile
  • View Questions on ABBV
• Procter & Gamble Company (The) (PG $154.81)
  • $154.81 P/E (TTM): 24.37X Cap: $359.57B
  • View PG Profile
  • View Questions on PG
• Stryker Corporation (SYK $376.38)
  • $376.38 P/E (TTM): 50.01X Cap: $144.35B
  • View SYK Profile
  • View Questions on SYK
• Visa Inc. (V $335.58)
  • $335.58 P/E (TTM): 32.89X Cap: $653.33B
  • View V Profile
  • View Questions on V
• Veeva Systems Inc. Class A (VEEV $278.16)
  • $278.16 P/E (TTM): 59.9X Cap: $46.10B
  • View VEEV Profile
  • View Questions on VEEV
• DocuSign Inc. (DOCU $67.58)
  • $67.58 P/E (TTM): 13.08X Cap: $13.98B
  • View DOCU Profile
  • View Questions on DOCU

Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse

Upvote 0

Read Answer Asked by Marcel on November 06, 2020

• Gibson Energy Inc. (GEI $25.46)
  • $25.46 P/E (TTM): 26.11X Cap: $4.14B
  • View GEI Profile
  • View Questions on GEI

Q: This stock has been tanking of late Third quarter results might be the cause of that. Is this a time to consider a leg in or wait for a technical signal Thanks.

Upvote 0

Read Answer Asked by John L on November 06, 2020

• Global Blood Therapeutics Inc. (GBT)
  • Cap: $4.62B
  • View GBT Profile
  • View Questions on GBT

Q: Opinion on GBT latest results and investment moving forward.

thanks Dave

Upvote 0

Read Answer Asked by Dave on November 06, 2020

• Strathcona Resources Ltd. (SCR $34.39)
  • $34.39 P/E (TTM): 10.25X Cap: $7.27B
  • View SCR Profile
  • View Questions on SCR
• RB Global Inc. (RBA $160.03)
  • $160.03 P/E (TTM): 56.48X Cap: $29.26B
  • View RBA Profile
  • View Questions on RBA

Q: Hi Guys,

Your thoughts on both of these companies. My portfolio follows your "balance portfolio" with a few growth stocks.

take care,

Jim

Upvote 0

Read Answer Asked by jim on November 06, 2020

• The Trade Desk Inc. (TTD $54.32)
  • $54.32 P/E (TTM): 66.13X Cap: $26.51B
  • View TTD Profile
  • View Questions on TTD

Q: Looks like an impressive quarter out of TTD! What are your thoughts?

Thanks!

Upvote 0

Read Answer Asked by David on November 06, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.61)
  • $41.61 P/E (TTM): 504.0X Cap: $27.11B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation (BIPC $39.88)
  • $39.88 Cap: $5.24B
  • View BIPC Profile
  • View Questions on BIPC

Q: The BIP.UN and BIPC difference is approached $20. It seems that when BIP.UN goes up BIPC goes up twice as much. For a clear momentum stock, would you invest in BIPC instead of BIP.UN, thanks

Upvote 0

Read Answer Asked by Dennis on November 06, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $33.97)
  • $33.97 Cap: $22.53B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.70)
  • $45.70 Cap: $17.45B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!

Upvote 0

Read Answer Asked by Lois on November 06, 2020

• TMX Group Limited (X $57.08)
  • $57.08 P/E (TTM): 37.97X Cap: $16.04B
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Peter, Your thoughts on X for a long-term hold please. Do you see them having a moat, or could they be supplanted by a US or UK exchange that comes and eats their lunch? Do they typically raise their dividend periodically? Thank you!

Upvote 0

Read Answer Asked by James on November 06, 2020

• Saputo Inc. (SAP $32.42)
  • $32.42 Cap: $13.57B
  • View SAP Profile
  • View Questions on SAP

Q: Hi can you comment on Saputo's earnings release today, & do you see any upside, is it worth holding or should I lock-in profits now?

Thanks!

Upvote 0

Read Answer Asked by Kim on November 06, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Please comment on KL's 3rd quarter results. They seem to be doing well generally and the Detour mine acquisition also seems to be working out.
Thanks,
Jim

Upvote 0

Read Answer Asked by James on November 06, 2020

• BCE Inc. (BCE $33.76)
  • $33.76 P/E (TTM): 79.79X Cap: $30.89B
  • View BCE Profile
  • View Questions on BCE
• Saputo Inc. (SAP $32.42)
  • $32.42 Cap: $13.57B
  • View SAP Profile
  • View Questions on SAP

Q: Hi Guys,
BCE & SAP both reported today.
Rev is down from last yr.
Is it all priced in and would you start a position in a conservative portfolio?

Upvote 0

Read Answer Asked by Nick on November 06, 2020

• General Dynamics Corporation (GD $314.37)
  • $314.37 P/E (TTM): 21.1X Cap: $84.49B
  • View GD Profile
  • View Questions on GD
• Honeywell International Inc. (HON $214.90)
  • $214.90 P/E (TTM): 24.61X Cap: $137.33B
  • View HON Profile
  • View Questions on HON
• TFI International Inc. (TFII $115.41)
  • $115.41 P/E (TTM): 19.98X Cap: $9.94B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Trane Technologies plc (TT $429.74)
  • $429.74 P/E (TTM): 34.13X Cap: $95.70B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $154.72)
  • $154.72 P/E (TTM): 34.04X Cap: $207.28B
  • View RTX Profile
  • View Questions on RTX

Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on November 06, 2020

• Kinaxis Inc. (KXS $197.79)
  • $197.79 P/E (TTM): 428.71X Cap: $5.60B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve

Upvote 0

Read Answer Asked by Stephen on November 06, 2020

• iShares S&P/TSX Global Gold Index ETF (XGD $35.39)
  • $35.39 P/E (TTM): 97.83X Cap: $2.49B
  • View XGD Profile
  • View Questions on XGD
• Sprott Physical Gold Trust Unit (PHYS $25.76)
  • $25.76 P/E (TTM): 24.9X Cap: $10.51B
  • View PHYS Profile
  • View Questions on PHYS
• SPDR Gold MiniShares Trust (GLDM $66.49)
  • $66.49 Cap: $16.44B
  • View GLDM Profile
  • View Questions on GLDM

Q: What gold stocks and gold ETF's do you like now? Please rank your top 3 gold stocks and etf's.
Thank you,
Patrick

Upvote 0

Read Answer Asked by Patrick on November 06, 2020

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.64)
  • $162.64 P/E (TTM): 72.82X Cap: $2.52B
  • View ZQQ Profile
  • View Questions on ZQQ

Q: I would like to know what do you think about BMO Nasdaq 100 Equity Hedged Unit (ZQQ) and Invesco DWA Consumer Staples Momentum ETF (PSL), and if you have better suggestions in these areas. PSL doesn't appear in the database of your Portfolio Analytics.
Michel

Upvote 0

Read Answer Asked by Michel on November 06, 2020

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

Q: Can we have your thoughts on Maxar's 1/4 report.

Thank you

Upvote 0

Read Answer Asked by Greg on November 06, 2020

• Invesco NASDAQ 100 Index ETF (QQC.F $184.57)
  • $184.57 P/E (TTM): 56.85X Cap: $1.10B
  • View QQC.F Profile
  • View Questions on QQC.F

Q: Markets are a bit nuts right now but I'm wondering if you feel this etf is over bought or on the right track?

Upvote 0

Read Answer Asked by May on November 06, 2020

• TC Energy Corporation (TRP $69.03)
  • $69.03 P/E (TTM): 16.66X Cap: $70.64B
  • View TRP Profile
  • View Questions on TRP

Q: Hello - Your thoughts on TRP earnings, and more importantly, your level of confidence of this company going forward. Does it deserve the current valuation?

Thanks.

Upvote 0

Read Answer Asked by James on November 06, 2020

• Pembina Pipeline Corporation (PPL $49.20)
  • $49.20 P/E (TTM): 15.96X Cap: $28.40B
  • View PPL Profile
  • View Questions on PPL

Q: Hi, could you please comment on Pembina’s earning particularly in view of dividend sustainability. Thanks.

Upvote 0

Read Answer Asked by Gary on November 06, 2020

• BCE Inc. (BCE $33.76)
  • $33.76 P/E (TTM): 79.79X Cap: $30.89B
  • View BCE Profile
  • View Questions on BCE

Q: Hi, could you please comment on Bell’s earnings including payout ratio and sustainability of dividend. Thanks.

Upvote 0

Read Answer Asked by Gary on November 06, 2020