Investment Q&A

• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: another quarter of fantastic earnings, dividend raise , roe incredible etcetc,
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave

Upvote 0

Read Answer Asked by david on February 14, 2019

• Chemtrade Logistics Income Fund (CHE.UN $11.19)
  • $11.19 P/E (TTM): 12.36X Cap: $1.28B
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: Please comment on price reaction to (lack of) earnings report. Seems to be an over reaction or was there a major surprise?
Happy Valentines Day Ladies and Gentlemen.
Gord

Upvote 0

Read Answer Asked by gord on February 14, 2019

• New Gold Inc. (NGD $5.88)
  • $5.88 P/E (TTM): 22.83X Cap: $4.65B
  • View NGD Profile
  • View Questions on NGD

Q: Any colour on today's announcement would be appreciated

Upvote 0

Read Answer Asked by Leo on February 14, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello 5i, In response to Keith' question on Feb. 14 about setting up his RRIF. Two books he might find useful would be: Your Retirement Income Blueprint by Daryl Diamond, also Retirement Income for Life by Frederick Vettese.

Upvote 0

Read Answer Asked by Frank on February 14, 2019

• Canadian Tire Corporation Limited (CTC $260.00)
  • $260.00 P/E (TTM): 17.11X Cap: $14.34B
  • View CTC Profile
  • View Questions on CTC

Q: CTC earnings don't seem as bad as all that. I am tempted to add a bit. Your thoughts please. Thank-you.

Upvote 0

Read Answer Asked by Alex on February 14, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Good morning 5i,

Could you comment on news out of TOY?

Thanks!

Upvote 0

Read Answer Asked by David on February 14, 2019

Q: Very interesting!!
WHY DOLLAR COST AVERAGING BEATS BUYING THE DIP!
A Josh Brown YouTube.
https://www.youtube.com/watch?v=4dswzb-8nHk&t=311s

Upvote 0

Read Answer Asked by Joseph on February 14, 2019

• Ivanhoe Mines Ltd. (IVN $10.65)
  • $10.65 P/E (TTM): 24.3X Cap: $14.39B
  • View IVN Profile
  • View Questions on IVN

Q: Can I get your opinion on this co. thanks

Upvote 0

Read Answer Asked by jim on February 14, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• Cohen & Steers Quality Income Realty Fund Inc (RQI $12.31)
  • $12.31 Cap: $1.65B
  • View RQI Profile
  • View Questions on RQI

Q: Greetings,

I am currently reviewing holdings as i have taken over management of my own US 401K. I generally prefer to hold the individual stocks over paying management fees, however, as I research this fund, the fees seem to be worth it in this case and i certainly like the monthly dividend as i head into retirement in the next couple of years. Your thoughts on this one?

Thanks

Upvote 0

Read Answer Asked by kelly on February 14, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR

Q: Any thoughts on their planned conversion to a REIT and effect on the way they view their business, future interest rate increases, etc. Will it likely become another H&R style REIT?

Thanks for your expertise.

Upvote 0

Read Answer Asked by Stephen on February 14, 2019

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.67)
  • $46.67 P/E (TTM): 40.25X Cap: $3.01B
  • View XAW Profile
  • View Questions on XAW
• Vanguard Growth ETF Portfolio (VGRO $39.24)
  • $39.24 P/E (TTM): 25.6X Cap: $7.21B
  • View VGRO Profile
  • View Questions on VGRO

Q: Hi, could u tell me if there is much overlap between these two funds, XAW and VGRO, if not, do u think they would compliment each other, thanks?

Upvote 0

Read Answer Asked by Pat on February 14, 2019

• Victoria Gold Corp. (VIT)
  • View VIT Profile
  • View Questions on VIT

Q: what is your opinion of victoria gold as an investment

Upvote 0

Read Answer Asked by daniel on February 14, 2019

• Chartwell Retirement Residences (CSH.UN $17.69)
  • $17.69 P/E (TTM): 84.24X Cap: $5B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
  • View H Profile
  • View Questions on H

Q: Hello,question concerning the changes on the Income portfolio, H and CSH are been added to the portfolio jan.16,why we are not been notified on the change in real time, i've also noticed the change on the chart the Yearly dosen't give me the performance since Inception why the changes ?
Thank You
Daniel

Upvote 0

Read Answer Asked by DANIEL on February 14, 2019

• Saputo Inc. (SAP $28.55)
  • $28.55 Cap: $12.11B
  • View SAP Profile
  • View Questions on SAP
• RioCan Real Estate Investment Trust (REI.UN $17.57)
  • $17.57 P/E (TTM): 20.2X Cap: $5.22B
  • View REI.UN Profile
  • View Questions on REI.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $18.17)
  • $18.17 P/E (TTM): 3.47X Cap: $2.17B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: Hello, could you comment on REI and KMP reits, and Saputo earnings?
Thank you
Stephane

Upvote 0

Read Answer Asked by Stephane on February 14, 2019

• Atlantica Sustainable Infrastructure plc (AY)
  • Cap: $2.55B
  • View AY Profile
  • View Questions on AY

Q: Any opinion on this and its sponsor - AQN?
Are its dividends treated like "normal" US dividends for tax purposes - that is I'm assuming NOT as an MLP with ~35% w/h tax for Canadians?

Upvote 0

Read Answer Asked by David on February 14, 2019

• Brookfield Property REIT Inc. (BPR)
  • P/E (TTM): 0.5X
  • View BPR Profile
  • View Questions on BPR
• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
  • View BPY Profile
  • View Questions on BPY

Q: Which one is a better buy ? BPY or BPR

Upvote 0

Read Answer Asked by Qurban on February 14, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $207.90)
  • $207.90 P/E (TTM): 53.26X Cap: $10.46B
  • View CIGI Profile
  • View Questions on CIGI

Q: Hi there, can I please get your opinion on Colliers' quarterly results? Also, your thoughts on Colliers as a company? Thanks!

Upvote 0

Read Answer Asked by Michael on February 14, 2019

• JPMorgan Chase & Co. (JPM $294.26)
  • $294.26 P/E (TTM): 14.2X Cap: $817.77B
  • View JPM Profile
  • View Questions on JPM
• Verizon Communications Inc. (VZ $42.95)
  • $42.95 P/E (TTM): 10.21X Cap: $181.09B
  • View VZ Profile
  • View Questions on VZ
• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
  • View RY Profile
  • View Questions on RY
• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.50)
  • $46.50 P/E (TTM): 17.17X Cap: $24.85B
  • View RCI.B Profile
  • View Questions on RCI.B
• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T

Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.

Upvote 0

Read Answer Asked by Keith on February 14, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.31)
  • $73.31 P/E (TTM): 1.24X Cap: $615M
  • View XIT Profile
  • View Questions on XIT

Q: Are there any ETF ‘s that track the Canadian tech sector and what is your opinion of them? Thanks.
Derek

Upvote 0

Read Answer Asked by Derek on February 14, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: A&W earnings have been well received by markets. Your thoughts please. Thanks.

Upvote 0

Read Answer Asked by Alex on February 14, 2019