Investment Q&A

Q: Hi Peter,
Is a reverse mortgage a good idea for someone who is 65 years old+, and what should one know before he/she goes ahead with one.
Thanks!

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Read Answer Asked by Terry on August 12, 2019

• Sun Life Financial Inc. (SLF $84.27)
  • $84.27 P/E (TTM): 15.3X Cap: $48.26B
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• TELUS Corporation (T $22.00)
  • $22.00 P/E (TTM): 27.54X Cap: $33.06B
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Q: Putting aside sector allocation considerations, which of Telus or Sunlife is likely to have the best total return over the next 5 years in a RRSP? Thank e.

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Read Answer Asked by Philip on August 12, 2019

• Blackline Safety Corp. (BLN $6.40)
  • $6.40 Cap: $548M
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Q: Any new thoughts on this company?

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Read Answer Asked by Jamie on August 12, 2019

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Given results that - at least in the news release - seemed positive, can you comment on same and the reason for the current drop in price of about 2.5%
Thanks!

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Read Answer Asked by Paul on August 12, 2019

Q: Do they disclose Holdings. If so what is the latest report or reference.

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Read Answer Asked by Doug on August 12, 2019

• Jamieson Wellness Inc. (JWEL $35.06)
  • $35.06 P/E (TTM): 28.29X Cap: $1.44B
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Q: comment on results please

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Read Answer Asked by Jordan on August 12, 2019

• IBI Group Inc. (IBG $19.48)
  • $19.48 P/E (TTM): 24.26X Cap: $1.74B
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Q: Results

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Read Answer Asked by j stuart on August 12, 2019

• Apple Inc. (AAPL $219.18)
  • $219.18 P/E (TTM): 31.61X Cap: $3.16T
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• Amazon.com Inc. (AMZN $222.77)
  • $222.77 P/E (TTM): 34.81X Cap: $2.37T
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• Meta Platforms Inc. (META $766.75)
  • $766.75 P/E (TTM): 29.85X Cap: $1.93T
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Q: Which of these three do you currently favour

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Read Answer Asked by Kim on August 12, 2019

• Covalon Technologies Ltd. (COV $2.44)
  • $2.44 P/E (TTM): 17.14X Cap: $65M
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• Methanex Corporation (MX $45.42)
  • $45.42 P/E (TTM): 11.35X Cap: $3.09B
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• Vermilion Energy Inc. (VET $10.90)
  • $10.90 Cap: $1.67B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.16)
  • $18.16 Cap: $2.14B
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• Western Forest Products Inc. (WEF $12.90)
  • $12.90 Cap: $139M
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Q: I read with great concern in this weekend's National Post, David Rosenberg's article entitled "10 Reasons to take risk off the table right now". He makes ten legitimate reasons to do so. I would appreciate 5I's opinion of the article and his supporting logic. My high risk equities are WEF, NFI, TSGI, MX, COV and VET.
Carl.

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Read Answer Asked by Carl on August 12, 2019

• Linamar Corporation (LNR $69.01)
  • $69.01 P/E (TTM): 16.34X Cap: $4.10B
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• Magna International Inc. (MG $58.56)
  • $58.56 P/E (TTM): 10.5X Cap: $16.52B
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Q: Linamar, Magna, Methanex and many other cyclical stocks are near lows. So in order to buy low and sell high, would this be the time to buy these cyclical stocks? What generally is a cyclical cycle? I keep thinking of Warren Buffet: Buy when others are fearful and sell when others are greedy!

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Read Answer Asked by Helen on August 12, 2019

Q: Gold has had a good run up the last three months. Would you still advise buying it at this point in time ? If so, what form would you prefer (bullion or bullion surrogate, royalty receiver, equities (large or small) or an ETF ? Do you have a particular company you would prefer ?

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Read Answer Asked by Jim on August 12, 2019

• Stantec Inc. (STN $149.45)
  • $149.45 P/E (TTM): 45.74X Cap: $17.31B
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Q: Can you comment on STN earnings please. Is the market over reacting?

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Read Answer Asked by Jamie on August 12, 2019

• Yamana Gold Inc. (YRI $7.89)
  • $7.89 Cap: $7.58B
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Q: What is your opinion on Yamana Gold, given its recent move around the rise of underlying asset. Is it a strong company that will move in line with Gold or is there another or others better suited?

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Read Answer Asked by Lindsay on August 12, 2019

• Americas Gold and Silver Corporation (USA $1.52)
  • $1.52 Cap: $958M
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Q: Would you start a small position on USA today say 2%? And what are your general thoughts/risks on owning usa

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Read Answer Asked by John on August 12, 2019

• Agnico Eagle Mines Limited (AEM $187.16)
  • $187.16 P/E (TTM): 23.02X Cap: $93.56B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi 5i Team,

With negative rates piling up globally, even talk of negative US rates. Would it be prudent to hold a bit more gold? Say, AEM, KL?
Thanks

Henry

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Read Answer Asked by Henry on August 12, 2019

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Can you give me your opinion on this company. It is starting to get some exposure and latest results appear to show it is on right track, Thanks

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Read Answer Asked by Lindsay on August 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.74)
  • $16.74 Cap: $2.36B
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• Paysign Inc. (PAYS $5.87)
  • $5.87 P/E (TTM): 64.73X Cap: $283M
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Q: Can you compare each company from a valuation perspective including debt. Which metrics are best to compare these similar companies. Lastly, which has the better entry point?

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Read Answer Asked by Rob on August 12, 2019

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: This one seems interesting. Brookfield owns 80%, just raised the dividend plus a special dividend and palladium is a precious metal.Your opinion will be appreciated.

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Read Answer Asked by John on August 12, 2019

• iShares Russell 2000 ETF (IWM $219.48)
  • $219.48 P/E (TTM): 32.1X Cap: $60.91B
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• iShares Core S&P Small-Cap ETF (IJR $110.66)
  • $110.66 P/E (TTM): 34.78X Cap: $80.53B
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Q: Would you have a preference between IWM and IJR for small cap exposure? I know IWO has been a favorite but was hoping to capture some growth and value names. Are there any significant fundamental differences between these 2 ETFs. Also, could IJR be added to data analytics pls. I tried adding it but the system did not recognize the ETF. Thanks as always.

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Read Answer Asked by Aaron on August 12, 2019

• BRP Inc. Subordinate Voting Shares (DOO $70.99)
  • $70.99 Cap: $5.13B
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Q: Dear 5i:
Do you expect an increase in the stock price in the near future or is it dead money respectively an investment with further declines expected?
If I sell DOO, what are your best 3 U.S. and CAN. growth stocks
without consideration of category? Thanks.
Klaus

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Read Answer Asked by Klaus on August 12, 2019