Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

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Read Answer Asked by Roy on August 07, 2020

• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

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Read Answer Asked by John on August 07, 2020

• NFI Group Inc. (NFI)
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Q: Another miss?
Jim

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Read Answer Asked by James on August 07, 2020

• Enbridge Inc. (ENB)
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• Brookfield Property Partners L.P. (BPY.UN)
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Q: Just wondering why companies based outside Canada -- e.g. Enbridge in USA, Brookfield subsidiaries in Bermuda -- can have their stock eligible for our dividend tax credit. Thanks.

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Read Answer Asked by James on August 07, 2020

• Gatekeeper Systems Inc. (GSI)
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Q: Any idea why up 24% today

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Read Answer Asked by hal on August 07, 2020

• Ceridian HCM Holding Inc. (CDAY)
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Q: Please comment the Q2 reports for CDAY if you haven't already answered this question before. Thanks

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Read Answer Asked by Michel on August 07, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• INVESCO QQQ Trust (QQQ)
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• TD Global Technology Leaders Index ETF (TEC)
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Q: Hi gang, any ETF in canadian $$ with USA & canadian technology stocks you would recommend or international stocks. Thanks. Alnoor

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Read Answer Asked by Alnoor on August 07, 2020

• iShares Biotechnology ETF (IBB)
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• iShares U.S. Medical Devices ETF (IHI)
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Q: I own both of these ETF's. Are there duplications of companies and with the US election coming in November is it a good time to hold health care stocks or should I rotate to another sector?

Thanks
Dave.

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Read Answer Asked by David on August 07, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Your thoughts on the recent earnings report. Since there is only one analyst covering the company, it is difficult to determine results vs expectations.

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Read Answer Asked by Theodore on August 07, 2020

• Novo Resources Corp. (NVO)
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• Karora Resources Inc. (KRR)
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Q: If you were allowed, would you buy these 2 stocks ?
If so which one would you buy first ?
Which one has more upside ?
Thanks

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Read Answer Asked by Luc on August 07, 2020

• CVS Health Corporation (CVS)
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Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?

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Read Answer Asked by Mike on August 07, 2020

• Quarterhill Inc. (QTRH)
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Q: What are your thoughts on Q2 results for Quarterhill ? They have a market cap of $230 m , but net cash of $136 m . Have they received their US$109 court award from Apple yet ? They are buying back 10% of their shares , but that still leaves a lot of cash that they seem to be allocating to M & A activity . Would not a dividend increase or a special dividend be appropriate in these circumstances ?

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Read Answer Asked by Thomas A.J. on August 07, 2020

• Silvercorp Metals Inc. (SVM)
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Q: Can you comment on SVM’s latest earnings? Don you like their prospects? Any other comments? Thanks!

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Read Answer Asked by Donald on August 07, 2020

• Corning Incorporated (GLW)
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• Retractable Technologies Inc. (RVP)
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Q: Hi 5i,

What are your thoughts on both Corning and retractable technologies?
The thought would be to invest in companies that have to deliver the vaccine. Would you consider these a buy and if so, what would be your target price for each.

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Read Answer Asked by James on August 07, 2020

• First Solar Inc. (FSLR)
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• Invesco Solar ETF (TAN)
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• SolarEdge Technologies Inc. (SEDG)
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• Sunrun Inc. (RUN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Good morning 5i,
With the European green deal and Biden's plans to attack climate change, should result in solar panel and wind power installations, and with so much money being allocated to infrastructure projects, which companies could benefit from these two investments by Governments..
Thanks you for your much appreciated help.
Carlo

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Read Answer Asked by Carlo on August 07, 2020

• Richards Packaging Income Fund (RPI.UN)
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Q: Please comment on Richard's Packaging earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN)
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Q: I would appreciate your expert analysis of WPT earnings. Seemed OK but sell off today. Still a favourite in the space.

Thanks
Dave.

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Read Answer Asked by David on August 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Can I please have your thoughts and analysis on BEP. UN's recently announced earnings. Is this stock a keeper?

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Read Answer Asked by Brian on August 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Magna International Inc. (MG)
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Q: Can you comment on earnings and what you think lies ahead. Good time to add to position?

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Read Answer Asked on August 07, 2020

• Questor Technology Inc. (QST)
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Q: The q numbers, are not a surprise to me...are they better or worse than your expectations? It is the comments found in the president's message also in the Outlook section of the release which I need help deciphering, They sound very positive; do you buy all these opportunities for qst, all the optimism she talks about? How much of this is company spin?

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Read Answer Asked by Harry on August 07, 2020