Investment Q&A

• Pfizer Inc. (PFE $27.31)
  • $27.31 P/E (TTM): 16.03X Cap: $155.61B
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ $47.97)
  • $47.97 P/E (TTM): 10.47X Cap: $206.30B
  • View VZ Profile
  • View Questions on VZ
• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• CGI Inc. (GIB $74.08)
  • $74.08 P/E (TTM): 13.61X Cap: $15.72B
  • View GIB Profile
  • View Questions on GIB
• RTX Corporation (RTX $204.41)
  • $204.41 P/E (TTM): 40.33X Cap: $273.15B
  • View RTX Profile
  • View Questions on RTX

Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

Upvote 0

Read Answer Asked by Ray on July 07, 2020

• Knight Therapeutics Inc. (GUD $6.54)
  • $6.54 Cap: $638M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Jamieson Wellness Inc. (JWEL $37.69)
  • $37.69 P/E (TTM): 26.37X Cap: $1.58B
  • View JWEL Profile
  • View Questions on JWEL
• Teladoc Health Inc. (TDOC $4.65)
  • $4.65 Cap: $809M
  • View TDOC Profile
  • View Questions on TDOC
• Xebec Adsorption Inc. (XBC $0.51)
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.

Upvote 0

Read Answer Asked by umedali on July 07, 2020

• Kraken Robotics Inc. (PNG $8.19)
  • $8.19 P/E (TTM): 123.17X Cap: $2.30B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: Can you provide some analysis on Kraken robotics with the recent announcement of 40 Million orders which is nearly 2X of their current annual revenue. Is the price supposed to increase 2X as well?

Thanks,

Upvote 0

Read Answer Asked by Adam on July 07, 2020

Q: I'm interested in learning about technical analysis. What resources would you recommend?

Upvote 0

Read Answer Asked by Brenda on July 07, 2020

• Artemis Gold Inc. (ARTG $37.90)
  • $37.90 P/E (TTM): 45.85X Cap: $8.54B
  • View ARTG Profile
  • View Questions on ARTG

Q: Could you please update status on Artg? It’s gone up a lot since last year. What do you think about Artg now.? Is it a buy more , sell or hold?
Many thanks

Upvote 0

Read Answer Asked by Hue on July 07, 2020

• iShares Canadian Real Return Bond Index ETF (XRB $23.07)
  • $23.07 Cap: $256M
  • View XRB Profile
  • View Questions on XRB

Q: Do you see any need to include real return bonds as part of a fixed income portion of a portfolio? If so what percentage of ones fixed income portion makes sense?
Are there any unexpected risks to holding real return bonds compared to normal bonds? e.g. compared to zag/xbb/vab.

Upvote 0

Read Answer Asked by Mike on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG)
  • P/E (TTM): 17.05X Cap: $8.92B
  • View IPG Profile
  • View Questions on IPG

Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• Constellation Software Inc. (CSU $2,391.21)
  • $2,391.21 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Northland Power Inc. (NPI $19.71)
  • $19.71 Cap: $5.13B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Premium Brands Holdings Corporation (PBH $104.16)
  • $104.16 P/E (TTM): 70.97X Cap: $4.67B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,

Upvote 0

Read Answer Asked by Stefan on July 07, 2020

• Vanguard Global Liquidity Factor ETF Units (VLQ $32.40)
  • $32.40 P/E (TTM): 14.5X
  • View VLQ Profile
  • View Questions on VLQ

Q: Received Notice Of Termination from Vanguard. Should I sell now ( if possible) or wait until termination date. , Thanks

Upvote 0

Read Answer Asked by David on July 07, 2020

• ATS Corporation (ATS $42.89)
  • $42.89 Cap: $4.22B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Are you surprised this company is not trading near it’s 52 week high? With so many businesses having to shutdown because of COVID, I thought It would make what ATS has to offer even more attractive.

Upvote 0

Read Answer Asked by Curtis on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $10.56)
  • $10.56 P/E (TTM): 29.0X Cap: $1.09B
  • View AOD Profile
  • View Questions on AOD

Q: good for income at this level ????. risks ??????

Upvote 0

Read Answer Asked by JOSEPH on July 07, 2020

• CAE Inc. (CAE $41.02)
  • $41.02 P/E (TTM): 30.29X Cap: $13.30B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: It appears that CAE is a company that still has room for bounce back in the recovery, can you name other favourites that you are surprised haven’t gone up more significantly. Thank Dennis

Upvote 0

Read Answer Asked by Dennis on July 07, 2020

• Aurora Spine Corporation (ASG $0.31)
  • $0.31 Cap: $23M
  • View ASG Profile
  • View Questions on ASG

Q: Can you please review Liberty All-Star Growth Fund (ASG:US). Net assets of approximately $ 193 million, Expense ratio 1.22%. Would you consider it investible?
Thank you for considering my question.

Upvote 0

Read Answer Asked by Gail on July 07, 2020

• Atlantica Sustainable Infrastructure plc (AY)
  • View AY Profile
  • View Questions on AY

Q: Hi Guys,

Can you please update your opinion of Atlantica Sustainable (AY:US).

Thanks

Dave

Upvote 0

Read Answer Asked by David on July 07, 2020

• iShares S&P/TSX SmallCap Index ETF (XCS $34.60)
  • $34.60 P/E (TTM): 2.33X Cap: $229M
  • View XCS Profile
  • View Questions on XCS

Q: Good Morning All,
I'm trying to find a largish cap Canadian equity fund or ETF that does not contain any Banks. can you recommend one or more?
Thanks,
Dennis

Upvote 0

Read Answer Asked by Dennis on July 07, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am trying to access an article that 5i wrote I think in late March or early April about the 10 or 20 stocks to buy in the midst of the pandemic? Thanks for all your excellent advice?

Upvote 0

Read Answer Asked by Bryan on July 07, 2020

• Desert Star Resources (DSR)
  • View DSR Profile
  • View Questions on DSR
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.40)
  • $101.40 P/E (TTM): 13.61X Cap: $21.48B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Descartes Systems Group Inc. (The) (DSG $90.65)
  • $90.65 P/E (TTM): 39.04X Cap: $7.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Open Text Corporation (OTEX $33.80)
  • $33.80 P/E (TTM): 14.51X Cap: $8.30B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,

Upvote 0

Read Answer Asked by Harry on July 07, 2020

• Sylogist Ltd. (SYZ $4.03)
  • $4.03 Cap: $94M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Why is sylogist down 5% today. Is it a good company?

Upvote 0

Read Answer Asked by Thomas on July 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $42.94)
  • $42.94 Cap: $28.72B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $52.44)
  • $52.44 P/E (TTM): 59.82X Cap: $24.33B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Have you compared BIP.UN and BEP.UN before?
I hold BIP.UN and see that you recommend BEP.UN in your income model portfolio.
Thanks, Gary

Upvote 0

Read Answer Asked by Gary on July 07, 2020

• Sierra Wireless Inc. (SW $40.99)
  • View SW Profile
  • View Questions on SW
• Baylin Technologies Inc. (BYL $0.26)
  • $0.26 Cap: $38M
  • View BYL Profile
  • View Questions on BYL

Q: Could you recommend a Canadian stock that would take advantage of growth in 5G inforstructure.

Upvote 0

Read Answer Asked by Stan on July 07, 2020