Investment Q&A

• Morguard Real Estate Investment Trust (MRT.UN $5.75)
  • $5.75 Cap: $373M
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Q: Back in July you suggested MRT.UN was the safest bet on any stock paying over an 8% yield.
Do you still feel this way? If not, what would you now recommend?
Thank you
Phillip

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Read Answer Asked by Philip on November 29, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Roku Inc. (ROKU $83.95)
  • $83.95 Cap: $12.07B
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Q: Hi group please advise cw brief explanation 5 stocks CAD or US that have the most upside potential with the lease risk over the next 6-12 months appreciate your input thanks

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Read Answer Asked by Terence on November 29, 2019

• QUALCOMM Incorporated (QCOM $152.98)
  • $152.98 P/E (TTM): 14.26X Cap: $159.65B
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Q: The 5G chipmakers are where I think the big money can be made. Do you think Intel can go the way of Microsoft. Microsoft went nowhere for so long after their long run and then they took off with the cloud. Will intel be the chipmaker to supply 5G or is it Micron and Nvdia or some other company? Thanks.

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Read Answer Asked by Helen on November 29, 2019

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Vermilion Energy Inc. (VET $10.11)
  • $10.11 Cap: $1.55B
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• Parex Resources Inc. (PXT $16.23)
  • $16.23 P/E (TTM): 9.44X Cap: $1.56B
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Q: With tax loss selling hopefully ending, which oil and gas stocks would experience the best rebound? I think primarily of wcp, tog, sgy, tou, pony, cj, kel, bir etc.
thank you

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Read Answer Asked by Emery on November 29, 2019

• Methanex Corporation (MX $44.89)
  • $44.89 P/E (TTM): 9.81X Cap: $3.01B
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• Magna International Inc. (MG $60.04)
  • $60.04 P/E (TTM): 10.02X Cap: $16.69B
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Q: Any interesting potential buys showing up in your tax-loss screener this year?

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Read Answer Asked by Boyd on November 29, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $54.80)
  • $54.80 P/E (TTM): 23.63X Cap: $1.84B
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• goeasy Ltd. (GSY $209.80)
  • $209.80 P/E (TTM): 13.19X Cap: $3.40B
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Q: We hold two Canadian banks, Shopify, Lightspeed, Brookfield infrastructure, and are looking to add one or two Canadian medium risk growth stock. We are well covered in US tec. Can you suggest a name or two? Your past suggestions have most beneficial.

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Read Answer Asked by John on November 29, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $8M
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Q: When would be the earliest time that MTLO could move to the TSX? What conditions does it have to meet to be able to do so? Thank you.

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Read Answer Asked by James on November 29, 2019

• Exco Technologies Limited (XTC $6.63)
  • $6.63 P/E (TTM): 9.32X Cap: $247M
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Q: With XTC's 4th Q report yesterday, would you be comfortable taking a small position for growing income?

I see they have increased their dividend every year since 2010, but the share price has declined about 50% since 2016, so not friendly to capital in this particular time frame! What would turn things around over the next few years?

Also comments on the quarter please. Thanks!

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Read Answer Asked by Robert on November 29, 2019

• dynaCERT Inc. (DYA $0.13)
  • $0.13 Cap: $61M
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Q: Thoughts on Dya news thanks

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Read Answer Asked by Jo-Anne on November 29, 2019

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.79)
  • $24.79 Cap: $16.27B
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $30.32)
  • $30.32 P/E (TTM): 504.0X Cap: $19.74B
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Q: What are your thoughts on these companies? Looking at investing in hard assets at this stage in the cycle. Will they hold up better in the event of a recession?

Thanks,
Jason

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Read Answer Asked by Jason on November 29, 2019

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: May I have your review of the most recent earnings? Thanks

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Read Answer Asked by Dennis on November 29, 2019

• Clovis Oncology Inc. (CLVS)
  • Cap: $11M
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Q: Hi Peter and Ryan,

I noticed CLVS had a good run lately. I am wondering whether the fundamental has been changed. Is it a good buy now?
Please also provide a few (CAD and US) names that are stable for long investment in the next few months, particularly with good valuation. It is almost RRSP season.
Thanks,
Yiwen

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Read Answer Asked by Yiwen on November 29, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.73)
  • $19.73 P/E (TTM): 9.25X Cap: $1.63B
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Q: What are your thoughts on Transcontinental's latest move on the selling some assets. Strategically is this the right move? Thanks.

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Read Answer Asked by Gerry on November 29, 2019

Q: Is this a good time to buy Cannabis stocks? If so which do you recommend?
Thank you
dorothy

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Read Answer Asked by Dorothy on November 29, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Good morning 5i,
Once again thank you for the excellent service and advice that you give so generously. This morning there was a question about putting Boyd into a TFSA. I had been wondering the same thing. But, you mention that you dont really see it as a high growth stock. I imagine I would be better to put Google in, if I want growth. That means another capital gain, however. The beauty of Boyd is that you have to take the cap gain anyway. Getting to be a long story here. But, how would Parklawn compare with Boyd in putting in a TFSA?
thanks

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Read Answer Asked by joseph on November 29, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: Stock down on heavy volume but I can't see any trigger. What do you think?

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Read Answer Asked by hal on November 29, 2019

• Premium Brands Holdings Corporation (PBH $93.03)
  • $93.03 P/E (TTM): 35.01X Cap: $4.19B
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Q: I bought PBH on the pull back after they reported earnings. I'm quickly up 10%. Should I sell and take the gain or is there more upside? Shares are in a registered account so capital gain tax is not a consideration. Thanks.

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Read Answer Asked by Brian on November 29, 2019

• Chartwell Retirement Residences (CSH.UN $18.50)
  • $18.50 P/E (TTM): 87.57X Cap: $5.20B
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Q: Sector for CSH.UN is shown as Healthcare in Income portfolio but as Real Estate in Portfolio Analytics. Please clarify if it is 50/50% split between Helthcare / Real Estate.

Thank you

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Read Answer Asked by Hali on November 29, 2019

• Restaurant Brands International Inc. (QSR $89.53)
  • $89.53 P/E (TTM): 21.86X Cap: $40.81B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.27B
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Q: Hi team I asked a question on LSPD re claiming a loss. While that question was answered I also asked for a analysis of the company over the short term. Unfortunately the second part of the question did not get answered please analyze LSPD short term/long term also am looking at buying QSR can you also give your opinion thanks

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Read Answer Asked by Terence on November 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.04)
  • $204.04 P/E (TTM): 123.17X Cap: $263.86B
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Q: I was wondering what the target is for Shopify for the next few months. I bought it at $425 and now it`s finally starting to climb again. Not sure if I should be in a sell at $480, and take my 10%, or stay around longer

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Read Answer Asked by Howie on November 29, 2019