Investment Q&A

• Enbridge Inc. (ENB $70.55)
  • $70.55 P/E (TTM): 26.98X Cap: $153.94B
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• Fortis Inc. (FTS $76.99)
  • $76.99 P/E (TTM): 22.06X Cap: $39.06B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.99)
  • $47.99 P/E (TTM): 16.27X Cap: $11.04B
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• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Exco Technologies Limited (XTC $7.91)
  • $7.91 Cap: $299M
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• Firm Capital Mortgage Investment Corporation (FC $12.30)
  • $12.30 P/E (TTM): 11.94X Cap: $451M
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• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 112.7X Cap: $862M
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• Fiat Chrysler Automobiles N.V. (FCAU $15.23)
  • $15.23 P/E (TTM): 1.17X
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• Ferrari N.V. (RACE $366.95)
  • $366.95 Cap: $85.84B
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Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.

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Read Answer Asked by Harold on January 27, 2020

• Miscellaneous (MISC)
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Q: I am seeking to understand why it makes sense for an individual investor to limit the number of equities to about 30, when ETFs have well over 100. Due to age I am considering switching more to ETFs.

Thanks for your great service - much appreciated!!!
Cyril

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Read Answer Asked by Pat & Cyril on January 26, 2020

• Raytheon Company (RTN $116.96)
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• iShares U.S. Aerospace & Defense ETF (ITA $243.65)
  • $243.65 P/E (TTM): 20.16X Cap: $15.84B
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• State Street SPDR S&P Aerospace & Defense ETF (XAR $282.01)
  • $282.01 P/E (TTM): 4.74X Cap: $6.03B
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Q: regarding the RTN/ITA question an option is the equal-weight SPDR ETF XAR...Boeing is about 4-5% weight

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Read Answer Asked by Michael on January 26, 2020

• Dollarama Inc. (DOL $192.09)
  • $192.09 P/E (TTM): 40.78X Cap: $52.59B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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Q: Which of these 2 stocks would you but for growth for a 3-5 year hold

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Read Answer Asked by Aleem on January 26, 2020

• Kinaxis Inc. (KXS $124.20)
  • $124.20 P/E (TTM): 75.6X Cap: $3.48B
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Q: hello team, it's quite clear that you like KXS and I am about to take a small position. However, recently an analyst at BNN raised concerns about KXS valuation, and going forward competing against SAP, a much larger and better known company around the world . . . Are these concerns justified?
Thanks ; Carlo

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Read Answer Asked by Carlo on January 26, 2020

• Miscellaneous (MISC)
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Q: It appears that the corona virus is continuing to affect the world markets...
I realize that it is still very early in the developing story but what kind of affect did previous health situations have on the U.S. and Canadian market place???
Ed in Montreal

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Read Answer Asked by ed on January 26, 2020

• Tesla Inc. (TSLA $411.82)
  • $411.82 P/E (TTM): 381.31X Cap: $1.54T
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Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

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Read Answer Asked by Kim on January 26, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.07)
  • $54.07 P/E (TTM): 18.19X Cap: $26.62B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $68.77)
  • $68.77 P/E (TTM): 18.1X Cap: $14.34B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.93)
  • $105.93 Cap: $2.33B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $72.44)
  • $72.44 P/E (TTM): 25.07X Cap: $964M
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Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks

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Read Answer Asked by wilson on January 26, 2020

• Cipher Pharmaceuticals Inc. (CPH $15.21)
  • $15.21 P/E (TTM): 16.72X Cap: $385M
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Q: CPH took it on the chin yesterday with Bauch Health pulling out of an agreement. Trying to find out the impact of this event to the company. Information seems to be hard to find.

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Read Answer Asked by David on January 24, 2020

Q: I am receiving some shares in Lantronix Inc. (LTRX) listed on the Nasdaq for the takeover of Intrinsyc Technologies. What is 5i's opinion of LTRX? The growth in revenues and adjusted earnings from Managment's guidance seems positive with inclusion of Intrinsyc.

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Read Answer Asked by Charles on January 24, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What's the reason behind the PKI sell off in the past few days? Any bad news?

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Read Answer Asked by Victor on January 24, 2020

• Temple Hotels Inc. (TPH $2.10)
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Q: Another loser in my RRSP thanks to lack of pipelines. Dump or hold on?

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Read Answer Asked by Jean on January 24, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.02)
  • $17.02 P/E (TTM): 94.56X Cap: $1.65B
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Q: RBC shows the short interest at almost 30%. Comments please?

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Read Answer Asked by Charles on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.67)
  • $19.67 P/E (TTM): 26.34X Cap: $1.98B
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Q: Hi 5I
Can you provide 3 or 4 recommendations to replace Toy with?

Thx,
Chris

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Read Answer Asked by Christopher on January 24, 2020

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $81.32)
  • $81.32 P/E (TTM): 28.85X Cap: $39.71B
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Q: Is today's fall not a bit excessive? Good entry point?

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Read Answer Asked by Robert on January 24, 2020

• Questor Technology Inc. (QST $0.37)
  • $0.37 Cap: $10M
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• Xebec Adsorption Inc. (XBC $0.51)
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Q: The federal government has has recently been signalling it was going to step up action on the environment. I’m interested in your take on this as it relates to these 2 companies. Looking to initiate a position in either or both for a high growth play. Your thoughts?

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Read Answer Asked by Warren on January 24, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.01)
  • $38.01 P/E (TTM): 29.93X Cap: $5.84B
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• InterRent Real Estate Investment Trust (IIP.UN $13.41)
  • $13.41 Cap: $1.87B
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Q: Which would be your preferred reits that are invested in rental units?
Thanks

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Read Answer Asked by deirdre on January 24, 2020

• Raytheon Company (RTN $116.96)
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• iShares U.S. Aerospace & Defense ETF (ITA $243.65)
  • $243.65 P/E (TTM): 20.16X Cap: $15.84B
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Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

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Read Answer Asked by Peter on January 24, 2020

• Capital Product Partners L.P. (CPLP)
  • P/E (TTM): 6.4X Cap: $928M
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Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

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Read Answer Asked by Gary on January 24, 2020

• C.H. Robinson Worldwide Inc. (CHRW $190.06)
  • $190.06 P/E (TTM): 39.35X Cap: $22.54B
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• Cognizant Technology Solutions Corporation (CTSH $65.03)
  • $65.03 P/E (TTM): 14.26X Cap: $31.10B
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• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

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Read Answer Asked by Luc on January 24, 2020