Investment Q&A

• Invesco S&P Spin-Off ETF (CSD $85.67)
  • $85.67 P/E (TTM): 59.94X Cap: $73M
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Q: Hello 5i,
What do you think about CSD lately? I couldn't help but the notice the large amount of redemptions with their last report.

Thanks in advance.

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Read Answer Asked by Gregory on August 29, 2019

• Illumina Inc. (ILMN $94.77)
  • $94.77 Cap: $14.53B
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• Intuitive Surgical Inc. (ISRG $470.86)
  • $470.86 P/E (TTM): 65.47X Cap: $168.51B
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Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

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Read Answer Asked by Tim on August 29, 2019

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: How does Tricon have negative FFO? A big one time event?

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Read Answer Asked by Cory on August 29, 2019

Q: I am low on materials ( you have suggested 4.3%) i have 1% NTR should i add to it or do you have other suggestions to bring me into balance

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Read Answer Asked by GRAHAM on August 29, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: With the share price falling,is this an indication that the purchase is now questionable?

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Read Answer Asked by Maurice on August 29, 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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• Spin Master Corp. Subordinate Voting Shares (TOY $21.51)
  • $21.51 P/E (TTM): 18.71X Cap: $2.19B
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Q: Would you consider investments in these companies to be dead money over next 6 - 12 months?

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Read Answer Asked by Rick on August 29, 2019

• Vanguard Extended Duration Treasury ETF (EDV $66.05)
  • $66.05 Cap: $3.48B
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Q: For a bond etf this thing has gone up absurdly high this year to date. Do you expect this to continue? Would you recommend it?

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Read Answer Asked by John on August 29, 2019

• ARC Resources Ltd. (ARX $27.43)
  • $27.43 P/E (TTM): 6.43X Cap: $15.87B
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Q: I heard gas prices were incredibly cheap in 2010, when ARC resources was worth $20 a share. I think the Balance Sheet still looks okay with a 10% dividend. What are reasons not to buy this? I own shares at a cost of $25 - If I was willing to buy it before what has changed? Thank you.

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Read Answer Asked by Patrick on August 29, 2019

• Lucero Energy Corp Com (PSH)
  • P/E (TTM): -4.7X Cap: $441M
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Q: Wondering if you could comment on the results out today; you seemed positive on the firm in your response to an earlier question, and I am wondering if these results reinforce your position.

Thanks

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Read Answer Asked by Robert on August 29, 2019

• Vermilion Energy Inc. (VET $10.13)
  • $10.13 Cap: $1.59B
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• MEG Energy Corp. (MEG $25.74)
  • $25.74 P/E (TTM): 5.81X Cap: $6.60B
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• Parex Resources Inc. (PXT $16.08)
  • $16.08 P/E (TTM): 9.44X Cap: $1.60B
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• Baytex Energy Corp. (BTE $2.74)
  • $2.74 P/E (TTM): 6.02X Cap: $2.17B
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• Surge Energy Inc. (SGY $7.27)
  • $7.27 P/E (TTM): 15.57X Cap: $713M
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Q: everyone seems to agree that the energy stocks have never been so cheap, ignored by investors etc.
can you see a way for those stocks to start getting recognized, should i start picking away.
i do not own any energy, but these is getting ridiculous.
i think jim cramer or one of those pundits said its because of millenials who hate oil, they are into electric. dave

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Read Answer Asked by david on August 29, 2019

• Anaplan Inc. (PLAN $63.73)
  • $63.73 Cap: $9.59B
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Q: Anaplan quarter thoughts please.
Thank You, Peter

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Read Answer Asked by Peter on August 29, 2019

• Sprott Physical Gold Trust Unit (PHYS $25.75)
  • $25.75 P/E (TTM): 24.9X Cap: $10.51B
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• Sprott Asset Management LP (PHY.U)
  • P/E (TTM): 10.3X
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Q: PHYS.U is traded in TSX in USD and PHY.US is traded in NYSE. Are they basically the same? What are the differences between them? Is the one traded in NYSE considered as US situs property for estate tax purposes of being domiciled in the USA? Thanks. Have a good day guys!

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Read Answer Asked by Ford on August 29, 2019

Q: Hi.
why are many of the companies in the Growth portfolio not rated.
Thanks
Costa

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Read Answer Asked by Costa on August 29, 2019

• BCE Inc. (BCE $33.73)
  • $33.73 P/E (TTM): 79.79X Cap: $30.89B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.64)
  • $46.64 P/E (TTM): 16.98X Cap: $24.98B
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• TELUS Corporation (T $22.01)
  • $22.01 P/E (TTM): 34.53X Cap: $33.45B
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!

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Read Answer Asked by yun on August 29, 2019

• CT Real Estate Investment Trust (CRT.UN $15.78)
  • $15.78 P/E (TTM): 13.43X Cap: $3.72B
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• Canadian Tire Corporation Limited (CTC $243.00)
  • $243.00 P/E (TTM): 15.99X Cap: $13.40B
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Q: Hello! For a 60 yr old dividend investor, would you pick crt.un or ctc? Also, why is ctc so thinly traded? Thx!

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Read Answer Asked by Patrik on August 29, 2019

• Vanguard S&P 500 Index ETF (VFV $156.12)
  • $156.12 P/E (TTM): 59.73X Cap: $24.33B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.06)
  • $97.06 Cap: $2.07B
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• Vanguard U.S. Total Market Index ETF (VUN $117.07)
  • $117.07 P/E (TTM): 58.02X Cap: $12.56B
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Q: Follow your balanced portfolio and hold the above etfs for american exposure.. Vgg has performed better over the last 18 months. Thinking of selling vun, vfv and buying vgg. What do you think? T steve

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Read Answer Asked by Stephen on August 29, 2019

• iShares Global REIT ETF (REET $24.63)
  • $24.63 P/E (TTM): 74.87X Cap: $3.90B
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Q: Greetings 5i,

Looking for global Reit exposure. Thoughts on REET:US would be appreciated as I am attracted to the higher yield. Any other suggestions or perhaps a CDN denominated global reit you also feel comfortable suggesting.

Cheers!

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Read Answer Asked by Duane on August 29, 2019

• Stantec Inc. (STN $150.04)
  • $150.04 P/E (TTM): 45.0X Cap: $17.19B
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Q: Hi team

I have an equal position in STN and WSP

stn is declining in the last 2 quarters
should I keep on holding on or sell half of it and increase my position in WSP
(currently equal weightings )
thanks
Michael

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Read Answer Asked by Michael on August 29, 2019

• GoldMining Inc. (GOLD $1.11)
  • $1.11 Cap: $220M
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Q: Is it too late to buy gold stocks? If not which stock you recommend at current price?

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Read Answer Asked by Nizar on August 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.36)
  • $204.36 P/E (TTM): 123.17X Cap: $267.02B
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Q: Any idea why Shop is down so much today and what do you think of its prospects in the next year?

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Read Answer Asked by Graeme on August 29, 2019