Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: Hello -
I currently own BIP.UN, BEP.UN and BPY.UN in a CAD RRSP account. These three stocks pay dividends in USD. I do already have a USD RRSP account that holds American stocks. Would it make sense to move these three Brookfields to the USD account to avoid the exchange conversion fee when I receive quarterly dividends? I don't believe there is any issue in holding Canadian stocks in a U.S. account.

Thanks.

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Read Answer Asked by James on February 20, 2019

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Hi 5i team,
Your comments please on the preliminary unaudited results for Q4 & full year 2018. Would this news change in any way your confidence in the company?
Thanks!
Silvia

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Read Answer Asked by Silvia on February 20, 2019

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: Good day,

What is expected from EIF for their next quaterly results ?

Thank you

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Read Answer Asked by Guy on February 19, 2019

• Questor Technology Inc. (QST $0.54)
  • $0.54 Cap: $14M
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Q: Do you see any news to explain the move today? If not, what do you think is driving it?

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Read Answer Asked on February 19, 2019

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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• Cronos Group Inc. (CRON $2.69)
  • $2.69 P/E (TTM): 15.11X Cap: $1.03B
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Q: Ala owns a portion of a natural gas pipeline being built in the Virginia's. Can you give the percentage it has and the upside on stock value etc. It is called the Mountain Valley Pipeline. Your present assessment of Cron at this level would be appreciated.

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Read Answer Asked by kenneth on February 19, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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Q: Is it a good time to buy WSP. It seems to me that if SNC ends up being convicted, and then banned from Federal government contracts, that WSP (also HQ in Montreal) could be a big beneficiary with lots of new business. Why does the media only mention possible job losses for SNC, wouldn't WSP just hire many of those people anyway?

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Read Answer Asked by David on February 19, 2019

• Stella-Jones Inc. (SJ $78.81)
  • $78.81 P/E (TTM): 13.23X Cap: $4.37B
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Q: Hi Everyone at 5i! What are your thoughts on the future of Stella Jones? Is it worth buying at this point for growth or are there better options out there. Cheers, Tamara

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Read Answer Asked by Tamara on February 19, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.16)
  • $76.16 P/E (TTM): 16.21X Cap: $13.46B
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Q: Hi 5i team,
Any news about CCL-B ? 5% hit this morming.
Thanks

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Read Answer Asked by Ben on February 19, 2019

• Mackenzie US All Cap Growth Fund Series D (MFC4644 $61.81)
  • $61.81 P/E (TTM): 30.2X
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Q: can I get your option of this mutual fund it has outperformed the s&p for the last 10 years and looks like a good way to participate in the u.s. economy...if you do not like it could you please give an alternative to this....thanks...gene

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Read Answer Asked by gene on February 19, 2019

• TD U.S. Mid-Cap Growth Fund - Investor Series (TDB974 $145.71)
  • $145.71 P/E (TTM): 23.1X Cap: $365M
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• TD Health Sciences Fund - Investor Series (TDB976 $107.37)
  • $107.37 P/E (TTM): 23.7X Cap: $411M
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Q: I hold both of the mutual funds in my rrsp. I have the option of switching to the D series or is there a ETF I could buy instead?
Thanks
Greg

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Read Answer Asked by Greg on February 19, 2019

• Veeva Systems Inc. Class A (VEEV $285.28)
  • $285.28 P/E (TTM): 59.73X Cap: $46.61B
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Q: Hello 5i,
Could I have your thoughts on Veeva Systems growth prospects please?
How would it rank in terms of growth against CRM.ADBE,NOW,WDAY?
Thanks
Dave

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Read Answer Asked by Dave on February 19, 2019

• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Open Text Corporation (OTEX $39.15)
  • $39.15 P/E (TTM): 11.68X Cap: $10.40B
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• Evertz Technologies Limited (ET $12.02)
  • $12.02 P/E (TTM): 15.41X Cap: $910M
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Q: I currently own CLS in a RRSP account and wonder if I should sell this stock ? If so would you buy OTEX or ET or maybe both.I have 6 years before retiring. I do hold KXS already.
Thanks

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Read Answer Asked on February 19, 2019

• The Boeing Company (BA $222.34)
  • $222.34 Cap: $168.12B
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Q: Your thoughts on Boeing. I blink and it's up 20%.

Thanks
Mark

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Read Answer Asked by Mark on February 19, 2019

Q: Canadian BT global growth fund is up 11% this year, rose 15% last year, and has beaten the S&P/TSX Composite on an annualized basis since inception in 2006.
What are your thoughts on this fund? How has it performed so well?
E.g. Versus the 5i managed portfolios down by 10+% last year, how did it manage to rise +15% last year?

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Read Answer Asked by Curtis on February 19, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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Q: Might there be a preference of one of these two companies for long term growth?

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Read Answer Asked by Dennis on February 19, 2019

Q: Hi guys,
Your thoughts on Forex trading?
thanks,
Jim

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Read Answer Asked by jim on February 19, 2019

• Loews Corporation (L $92.82)
  • $92.82 P/E (TTM): 14.8X Cap: $19.46B
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• Global X S&P 500 Index Corporate Class ETF (HXS $88.54)
  • $88.54 Cap: $4.55B
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Q: I would like to set up an simple and safe American portfolio that does not deliver any dividends (no tax consequences). Berkshire Hathaway comes to mind as a diversified holding. Are there any others that you could suggest?

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Read Answer Asked by Gary on February 19, 2019

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
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Q: Greetings. Any recommendations on what stock would be a good replacement for Apple in a well diversified TFSA growth portfolio?

Thanks

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Read Answer Asked by Danny-boy on February 19, 2019

• Lindsay Corporation (LNN $135.41)
  • $135.41 P/E (TTM): 19.17X Cap: $1.47B
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Q: Lindsay Corporation was mentioned recently on BNN as a past top pick and still worth purchasing. Could you provide a brief summary of fundamentals, insider ownership and any recommendation you may have on the growth possibilities of this company. Thank you.

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Read Answer Asked by Rob on February 19, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Las Vegas Sands Corp. (LVS $52.15)
  • $52.15 P/E (TTM): 29.2X Cap: $35.97B
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• Caesars Entertainment Inc. (CZR $25.36)
  • $25.36 Cap: $5.34B
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Q: Hi 5i Team - My holding in TSGI is a little bit high so I am considering selling a partial position and moving it into another gaming stock in order to diversify in this space. First of all is it worth holding on to at least some (maybe half) of my TSGI and secondly could you provide your top picks in the gaming area with a brief explanation for each. Thank you.

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Read Answer Asked by Rob on February 19, 2019