Investment Q&A

• Manulife Financial Corporation (MFC $42.42)
  • $42.42 P/E (TTM): 15.86X Cap: $72.40B
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Q: In view of MFC's reported exposure in Asia could you please comment on
a)MFC's short term vulnerability to the current poor relationship with China
b) your view of MFC as an longer term investment at current prices
Bill

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Read Answer Asked by William on April 05, 2021

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.41)
  • $5.41 P/E (TTM): 23.17X Cap: $231M
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• Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B $13.56)
  • $13.56 P/E (TTM): 21.05X Cap: $384M
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Q: ADW vs CSW? When I review past questions-answers and each of their metrics, I would lean towards ADW over CSW. What would be your choice?

Thanks...Steve

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Read Answer Asked by Stephen on April 05, 2021

• West Fraser Timber Co. Ltd. (WFG $98.76)
  • $98.76 Cap: $7.63B
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Q: WFG has just filed a shelf prospectus for 2Billion USD.As they are digesting the OSB merger what does this next move suggest to you?
Thanks
Bob Rose

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Read Answer Asked by Robert on April 05, 2021

• Xylem Inc. New (XYL $143.61)
  • $143.61 P/E (TTM): 38.32X Cap: $35.04B
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• MEDIFAST INC (MED $13.07)
  • $13.07 Cap: $148M
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• Ultra Clean Holdings Inc. (UCTT $22.35)
  • $22.35 Cap: $1.01B
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• Reliance Inc. (RS $287.78)
  • $287.78 P/E (TTM): 20.14X Cap: $15.13B
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• Trane Technologies plc (TT $428.76)
  • $428.76 P/E (TTM): 36.57X Cap: $96.56B
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Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

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Read Answer Asked by Harman on April 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.55B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.45)
  • $54.45 Cap: $7.19B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.23)
  • $47.23 Cap: $17.66B
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Q: I am holding BEPC and BIPC in my non-registered account and BEP.UN and BIP.UN in my RRSP. A friend told me that there may be tax implications when holding LPs in and RRSP - is this true?
Thanks for your comments!

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Read Answer Asked by Grant on April 05, 2021

• FansUnite Entertainment Inc. (FANS)
  • P/E (TTM): -2.1X
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• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: please provide an opinion on FANS as an investment re risk and growth ...thx

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Read Answer Asked by Bob on April 05, 2021

• Crown Holdings Inc. (CCK $98.08)
  • $98.08 P/E (TTM): 21.15X Cap: $11.42B
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Q: This was a recent top pick by Credit Suisse and seems to have a positive outlook from other analysts as well. Your thoughts?

Upvote 1

Read Answer Asked by Colleen on April 05, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Hi 5i
Looking at buying one or the other or maybe both.
Your thoughts please.
Thx Gerry

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Read Answer Asked by Gerry on April 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.55B
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• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.25B
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• Boralex Inc. Class A Shares (BLX $30.57)
  • $30.57 P/E (TTM): 282.96X Cap: $3.14B
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Q: With so many Canadian renewable energy companies on the stock market, do you favour any in the mid to long-term period for a position in a RRSP or TFSA?

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Read Answer Asked by Jacques on April 05, 2021

• Simon Property Group Inc. (SPG $169.31)
  • $169.31 P/E (TTM): 25.59X Cap: $53.51B
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Q: Do you like SPG ? Is it a good time to buy now? Thank you.

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Read Answer Asked by David on April 05, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: In a recent answer to Ed you recommended this company as one of the top Canadian REITS that hold US properties ("Tricon (TCN) would be the top of the list." ). However, when I took a look, it is today $12.86, and 5 years ago was 12.00 so not much capital appreciation. The distribution is only 2.2%. It has been the same ($.07) for 5 years, and was one cent less ($.06) for about 5 years before that. In light of what seems to me very lacklustre performance, what makes you put this at the top of your list? Thanks!

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Read Answer Asked by Paul on April 05, 2021

• MDA Space Ltd. (MDA $44.55)
  • $44.55 P/E (TTM): 58.88X Cap: $5.63B
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Q: Any idea when MDA will start trading? And, since the IPO price is way below the offering range would you buy on opening day? Are you concern on the low demand for the stock? Thanks.

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Read Answer Asked by Charles on April 05, 2021

• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 12.1X Cap: $6.01B
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• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.68B
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• Advantage Energy Ltd. (AAV $10.99)
  • $10.99 Cap: $1.84B
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• Birchcliff Energy Ltd. (BIR $6.56)
  • $6.56 P/E (TTM): 13.28X Cap: $1.80B
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Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?

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Read Answer Asked by kenneth on April 05, 2021

• lululemon athletica inc. (LULU $195.07)
  • $195.07 P/E (TTM): 13.15X Cap: $22.53B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.78)
  • $73.78 P/E (TTM): 36.99X Cap: $8.44B
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Q: I know these two companies vary a lot in price but wondering which one would me make the most money in my TFSA

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Read Answer Asked by Bonnie on April 05, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hello 5i. I am curious as to what your assessment of XBCs valuation is today based on how the year ended and recent guidance? Will the December report be revised in light of new information?

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Read Answer Asked by Fabio on April 05, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: With dividends paid to date, I will end up about even if I sell today. Should I hold for BAM's final offer to be accepted, or head for the exit now?

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Read Answer Asked by Jean on April 05, 2021

• lululemon athletica inc. (LULU $195.07)
  • $195.07 P/E (TTM): 13.15X Cap: $22.53B
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Q: Do you think the dip post earnings represents a good entry point for LULU?

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Read Answer Asked by David on April 05, 2021

• The Ether Fund (QETH.U $53.24)
  • $53.24 Cap: $570M
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Q: Hi, are there any stocks, ETFs or a vehicle on TSX that provides exposure to Etherium? Thanks.

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Read Answer Asked by Gary on April 05, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Was this addition to your growth portfolio on Apri1 a April fool joke?
This is a very speculative penny stock being pushed by Reddit.
Maybe you should start a new portfolio for speculative growth companies such as Mrs and other small companies in your growth portfolio such as Xbc etc.

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Read Answer Asked by Terry on April 05, 2021

• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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Q: Big decline after latest Q.Has since recovered some with a big day on Apr 1.3% position on pp of $174.Add,hold or sell.Please advise & update on the co. Thanks for u usual great services & views.Happy Easter. Keep safe

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Read Answer Asked by Peter on April 05, 2021