Investment Q&A

• Sienna Senior Living Inc. (SIA $18.32)
  • $18.32 P/E (TTM): 42.67X Cap: $1.65B
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Q: Hi Peter and Staff
Great hockey game last night but I had to keep watching commercials trashing SIA
a) what is lawsuit about , dollars involved and likely outcome ?
b) expect further weight on stock price based on situation?

Been a great stock for me

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on April 25, 2019

Q: I was reading an article in the Globe about green bonds. What is your opinion of the above named and would you suggest any others. The yield is important but the safety is primary.
Thank you for insight.

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Read Answer Asked by Maureen on April 25, 2019

• TILT Holdings Inc. (TILT $0.58)
  • $0.58 Cap: $224M
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Q: (This Question is not private; for some reason all my questions seem to be popping up as private even when I select public).

This Cannabis company trades at less than one times projected revenue for 2019 and I bought it last week because that sounds cheap. I have no idea how to evaluate these companies. This company operates mostly in the US. Any guidelines that you can offer?

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Read Answer Asked by Murray on April 25, 2019

• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $9.85B
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Q: I have a 1/2 position at $48.00 (as per Balanced Portfolio). Is it time to go to a full position after their quarterly, if yes then average down or wait?

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Read Answer Asked by Stephen on April 25, 2019

• Hemisphere Energy Corporation (HME $1.91)
  • $1.91 P/E (TTM): 5.37X Cap: $184M
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Q: What's the outlook for this company in reducing debt and increasing cash flow? Tks

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Read Answer Asked by Albert on April 25, 2019

• AT&T Inc. (T $27.77)
  • $27.77 P/E (TTM): 17.02X Cap: $197.92B
  • View T Profile
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Q: Could you please comment on their results?
Does it make sense to hold both Telus and AT&T.

Thanks,
Milan

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Read Answer Asked by Milan on April 25, 2019

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
  • View GUD Profile
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• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
  • View HRX Profile
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• HLS Therapeutics Inc. (HLS $5.00)
  • $5.00 Cap: $158M
  • View HLS Profile
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Q: I've been a longtime holder of GUD but have become somewhat frustrated at the lack of growth. I'm wondering what your thoughts are about splitting my Knight holdings and placing them in HRX and HLS. Is there a decent risk/reward scenario here? Both companies are near 52 week highs but seem to be somewhat under reported.
Thank you for a fantastic service!
Mike

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Read Answer Asked by Mike on April 25, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.50)
  • $19.50 P/E (TTM): 9.06X Cap: $1.60B
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Q: Hi 5i! I'm trying to figure out what publisac, in quebec, is for TCL.A, as a % of revenu. What would be the impact of a ban of publisac in quebec for TCL.A on its earnings? (Or is it just in Montreal?) I would appreciate your thoughts on this issue. Many thanks!

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Read Answer Asked by Stéphane on April 25, 2019

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
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Q: Hi Peter and Staff

Any idea if GS will pay another dividend before the sale ? Trading about 15 cents higher than ONEX bid so people are expecting one or a higher bid . Is advice still to hold?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on April 25, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi there, I saw a short report out on Kirkland Lake from Lakewood Capital. What are your thoughts on their report and does it have any merit? I’ve held KL since around $9.00 and have trimmed on the way up. Would you take any action based on the short report?

Thanks

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Read Answer Asked by Michael on April 25, 2019

• Waste Management Inc. (WM $229.78)
  • $229.78 P/E (TTM): 34.47X Cap: $92.86B
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• Advanced Disposal Services Inc. (ADSW $30.30)
  • $30.30 P/E (TTM): 9124.22X Cap: $5.49B
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• TTEC Holdings Inc. (TTEC $2.94)
  • $2.94 Cap: $237M
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• Waste Connections Inc. (WCN $257.58)
  • $257.58 P/E (TTM): 75.8X Cap: $66.46B
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Q: As an alternative to an ETF, which of these companies would provide growth and a certain level of stability
Thank you, Team!

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Read Answer Asked by Sigrid on April 25, 2019

• Global Net Lease Inc. (GNL $6.87)
  • $6.87 Cap: $1.53B
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Q: Looking at this one for income and possible growth with its report coming out in early May. Would you please give me an analysis for dividend safety and earnings expectations. Would it be worthy of a small position, buy or not?

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Read Answer Asked by Gary on April 25, 2019

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $31.14B
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Q: Earnings today. Another disappointment. Is it time to move on or stay put for a possible buy out.

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Read Answer Asked by Helen on April 25, 2019

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
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  • View Reports on CSU

Q: Your thoughts on CSU? It's the largest holding in the Balanced mandate, is expectation to trim at these levels? What's your outlook?
Thank you

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Read Answer Asked by Shawn on April 25, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
  • View XLNX Profile
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Q: Hi 5i
Would you buy XLNX today or wait for it to settle down after it’s big drop?
Thanks
Dave

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Read Answer Asked by Dave on April 25, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
  • View XLNX Profile
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Q: For a long term hold (10years), would it be worth starting a partial position in Xilinx on the dip?

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Read Answer Asked by Geoffrey on April 25, 2019

• Cushman & Wakefield plc (CWK $13.39)
  • $13.39 P/E (TTM): 17.07X Cap: $3.09B
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Q: Please share your thoughts on Cushman & Wakefield PLC, thank you.

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Read Answer Asked by MG on April 25, 2019

• BMO S&P 500 Index ETF (ZSP $94.94)
  • $94.94 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
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• Vanguard U.S. Total Market Index ETF (VUN $115.71)
  • $115.71 P/E (TTM): 11.06X Cap: $12.32B
  • View VUN Profile
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Q: You are recommending etfs based on my analytical profile. What is a US HEDGED ETF.
Does it mean if the Canadian dollar goes up agai st the US dollar I would lose money. I am having a hard time buying the etfs at all time highs with small dividends. The one I want to buy is vun or zsp since they hold a lot of US technology, I think.

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Read Answer Asked by Helen on April 25, 2019

• iShares Core Growth ETF Portfolio (XGRO $32.29)
  • $32.29 P/E (TTM): 4.04X Cap: $3.44B
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Q: This is a follow up to a question XGRO by Andrew. I see the MER as 0.84% not 0.18%, whihch is the management fee. Further since a fund like this holds other funds, are they not paying fees on those funds as well, with those charges being 'invisible'?

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Read Answer Asked by Alex on April 25, 2019

Q: Can you suggest the cheapest (but safe) gold bullion ETF in Canada or US?

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Read Answer Asked by Mahdi on April 25, 2019