Investment Q&A

• Veeva Systems Inc. Class A (VEEV $281.12)
  • $281.12 P/E (TTM): 57.16X Cap: $45.53B
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Q: Hello 5i,
Could I have your thoughts on Veeva Systems growth prospects please?
How would it rank in terms of growth against CRM.ADBE,NOW,WDAY?
Thanks
Dave

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Read Answer Asked by Dave on February 19, 2019

• Celestica Inc. (CLS $352.41)
  • $352.41 P/E (TTM): 56.32X Cap: $40.24B
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• Open Text Corporation (OTEX $52.15)
  • $52.15 P/E (TTM): 15.02X Cap: $12.94B
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• Evertz Technologies Limited (ET $12.25)
  • $12.25 P/E (TTM): 15.38X Cap: $924M
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Q: I currently own CLS in a RRSP account and wonder if I should sell this stock ? If so would you buy OTEX or ET or maybe both.I have 6 years before retiring. I do hold KXS already.
Thanks

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Read Answer Asked on February 19, 2019

• The Boeing Company (BA $212.09)
  • $212.09 Cap: $160.37B
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Q: Your thoughts on Boeing. I blink and it's up 20%.

Thanks
Mark

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Read Answer Asked by Mark on February 19, 2019

Q: Canadian BT global growth fund is up 11% this year, rose 15% last year, and has beaten the S&P/TSX Composite on an annualized basis since inception in 2006.
What are your thoughts on this fund? How has it performed so well?
E.g. Versus the 5i managed portfolios down by 10+% last year, how did it manage to rise +15% last year?

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Read Answer Asked by Curtis on February 19, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $35.12)
  • $35.12 Cap: $22.60B
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• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.78B
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Q: Might there be a preference of one of these two companies for long term growth?

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Read Answer Asked by Dennis on February 19, 2019

Q: Hi guys,
Your thoughts on Forex trading?
thanks,
Jim

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Read Answer Asked by jim on February 19, 2019

• Loews Corporation (L $97.24)
  • $97.24 P/E (TTM): 15.35X Cap: $20.17B
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• Global X S&P 500 Index Corporate Class ETF (HXS $95.37)
  • $95.37 Cap: $4.96B
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Q: I would like to set up an simple and safe American portfolio that does not deliver any dividends (no tax consequences). Berkshire Hathaway comes to mind as a diversified holding. Are there any others that you could suggest?

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Read Answer Asked by Gary on February 19, 2019

• Apple Inc. (AAPL $256.08)
  • $256.08 P/E (TTM): 37.25X Cap: $3.80T
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Q: Greetings. Any recommendations on what stock would be a good replacement for Apple in a well diversified TFSA growth portfolio?

Thanks

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Read Answer Asked by Danny-boy on February 19, 2019

• Lindsay Corporation (LNN $140.40)
  • $140.40 P/E (TTM): 19.96X Cap: $1.52B
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Q: Lindsay Corporation was mentioned recently on BNN as a past top pick and still worth purchasing. Could you provide a brief summary of fundamentals, insider ownership and any recommendation you may have on the growth possibilities of this company. Thank you.

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Read Answer Asked by Rob on February 19, 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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• Las Vegas Sands Corp. (LVS $52.86)
  • $52.86 P/E (TTM): 27.35X Cap: $36.97B
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• Caesars Entertainment Inc. (CZR $25.74)
  • $25.74 Cap: $5.31B
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Q: Hi 5i Team - My holding in TSGI is a little bit high so I am considering selling a partial position and moving it into another gaming stock in order to diversify in this space. First of all is it worth holding on to at least some (maybe half) of my TSGI and secondly could you provide your top picks in the gaming area with a brief explanation for each. Thank you.

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Read Answer Asked by Rob on February 19, 2019

• Strathcona Resources Ltd. (SCR $35.86)
  • $35.86 P/E (TTM): 10.73X Cap: $7.68B
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Q: Hi 5i Team - Could you comment on The Score's balance sheet, insider ownership, and potential for growth. Thanks.

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Read Answer Asked by Rob on February 19, 2019

• Tourmaline Oil Corp. (TOU $61.71)
  • $61.71 P/E (TTM): 15.2X Cap: $23.11B
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Q: Do you see any appreciation in the value of TOU, as a result of 40 billion Shell project, in the four/five year period.

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Read Answer Asked by Vinod on February 19, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 46.86X Cap: $37.24B
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• CAE Inc. (CAE $38.65)
  • $38.65 P/E (TTM): 29.91X Cap: $12.39B
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Q: Hello 5i!! What would your top two or three companies in the industrial space in Canada and the US?
Thank you
Dave

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Read Answer Asked by Dave on February 19, 2019

• PyroGenesis Inc. (PYR $0.27)
  • $0.27 Cap: $49M
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Q: I was impressed by the technology of this entity and bought in about a year ago. It's been basically flat since. Did I make a mistake (again)?

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Read Answer Asked by DAVE on February 19, 2019

• DoubleLine Income Solutions Fund of Beneficial Interests (DSL $12.36)
  • $12.36 P/E (TTM): 2.83X Cap: $1.25B
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Q: Good Div,, Low Beta, Your thoughts on risk and longer term holding of this stock in my Income Portfolio ? Thx

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Read Answer Asked by Ed on February 19, 2019

• Brookfield Infrastructure Partners L.P. Cumulative Class A Preferred Limited Partnership Units Series 9 (BIP.PR.E $25.00)
  • $25.00 P/E (TTM): 1027.59X Cap: $19.88B
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Q: I understand rate reset preferreds have dropped in market price due to the expectations of possible lower interest payouts when they reset; but can you explain to me why Prefs with a minimum reset are so affected? BIP Preferred Series 9 pay a nominal 5% and have a minimum reset of 5% (though the reset could possibly be higher if rates rise) yet the market value has dropped from $25 to just over $21. If purchased today the buyer can collect dividends equating to 5.9% and still enjoy at least this rate after they reset, or collect $25 per unit if they are called. So why are they down so much? Am I missing something?

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Read Answer Asked by David on February 19, 2019

• Consumer Discretionary Select Sector SPDR (XLY $240.18)
  • $240.18 P/E (TTM): 30.71X Cap: $24.94B
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Q: Can I get your thoughts on XLY, performance over the last 10 years seems almost too good to be true, can it continue?

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Read Answer Asked by Nino on February 19, 2019

• Birchcliff Energy Ltd. (BIR $5.90)
  • $5.90 P/E (TTM): 20.89X Cap: $1.61B
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Q: What do you think of Birchcliff's latest results and outlook? Do you think it is a good buy around this price range ($3.60), or is there another you would strongly prefer to BIR? Thanks.

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Read Answer Asked by Michael on February 19, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.67)
  • $18.67 Cap: $795M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.68)
  • $17.68 Cap: $601M
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• Nutrien Ltd. (NTR $78.80)
  • $78.80 P/E (TTM): 182.19X Cap: $37.96B
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Q: Currently I hold about $100,000 of each of these holdings. I am interested in improving the annual income stream to 5% plus with the possibility of capital appreciation. Also I have another $100,000 in cash to utilize as well. I look forward to your sound suggestions of companies that I should look at.
Thank you very much.

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Read Answer Asked by Hugh on February 19, 2019

• AltaGas Ltd. (ALA $42.42)
  • $42.42 P/E (TTM): 16.31X Cap: $12.69B
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Q: Last week or so the co. sold $1.3 billion of non core assets. Has this materially improved the balance sheet to warrant buying this stock at recent prices? H.

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Read Answer Asked by Harry on February 19, 2019