Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.34)
  • $134.34 P/E (TTM): 17.18X Cap: $29.53B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
  • View OTEX Profile
  • View Questions on OTEX

Q: Which would you choose and why.

Upvote 0

Read Answer Asked by Albert on May 05, 2020

• Air Canada Voting and Variable Voting Shares (AC $18.89)
  • $18.89 P/E (TTM): 4.9X Cap: $6.15B
  • View AC Profile
  • View Questions on AC

Q: What do you make of AC earnings and Buffet dumping stocks of the airlines?
Will it create the additional headwinds and halt the recovery?
Thank you

Upvote 0

Read Answer Asked by Nick on May 05, 2020

• Bank of Montreal (BMO $154.22)
  • $154.22 P/E (TTM): 13.56X Cap: $110.41B
  • View BMO Profile
  • View Questions on BMO
• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• BMO Covered Call Canadian Banks ETF (ZWB $21.01)
  • $21.01 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.22)
  • $11.22 P/E (TTM): 47.01X Cap: $1.85B
  • View ZWU Profile
  • View Questions on ZWU

Q: Hi gang, I am looking into buying $11,000 for my daughters TFSA Acct. Should I buy $5500. BMO & 5500. SLF. Or 11,000. Zwb.And zwu or could you suggest me otherwise. Lots of time 15-20years. Open to any thoughts. Thanks be safe.
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 05, 2020

• Global X US Dollar Currency ETF (DLR $14.08)
  • $14.08 Cap: $225M
  • View DLR Profile
  • View Questions on DLR

Q: Hi gang, can you please explain how does DLR. TO work? Who should buy it? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 05, 2020

• Suncor Energy Inc. (SU $54.05)
  • $54.05 P/E (TTM): 10.88X Cap: $66.11B
  • View SU Profile
  • View Questions on SU

Q: Your reply on May 4 stated that Bekershire Hathaway has 15.1m shares of Su--what is the percentage of total shares of SU. Also the no of shares transacted in the Q ended Mar 31 & in April 2020.Txs for u usual great services & views.

Upvote 0

Read Answer Asked by Peter on May 05, 2020

• Garmin Ltd. (Switzerland) (GRMN $228.25)
  • $228.25 P/E (TTM): 28.82X Cap: $43.41B
  • View GRMN Profile
  • View Questions on GRMN
• QUALCOMM Incorporated (QCOM $146.71)
  • $146.71 P/E (TTM): 14.32X Cap: $159.16B
  • View QCOM Profile
  • View Questions on QCOM
• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 83.43X Cap: $348.31B
  • View ABBV Profile
  • View Questions on ABBV
• Pfizer Inc. (PFE $24.75)
  • $24.75 P/E (TTM): 17.02X Cap: $133.77B
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ $42.67)
  • $42.67 P/E (TTM): 10.21X Cap: $181.09B
  • View VZ Profile
  • View Questions on VZ
• CAE Inc. (CAE $39.74)
  • $39.74 P/E (TTM): 31.04X Cap: $12.52B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Badger Infrastructure Solutions Ltd. (BDGI $52.52)
  • $52.52 P/E (TTM): 26.71X Cap: $1.77B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.33B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.

Upvote 0

Read Answer Asked by Andrew on May 04, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP
• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.50)
  • $19.50 P/E (TTM): 9.06X Cap: $1.60B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: I'm considering starting a new position in one of these companies. Can you please compare the two, including which is best positioned to weather the C19 storm. Would you recommend either, and if so which one.

Thanks

Upvote 0

Read Answer Asked by Cory on May 04, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• General Dynamics Corporation (GD $313.76)
  • $313.76 P/E (TTM): 20.87X Cap: $84.13B
  • View GD Profile
  • View Questions on GD
• Roper Technologies Inc. (ROP $537.93)
  • $537.93 P/E (TTM): 39.09X Cap: $58.80B
  • View ROP Profile
  • View Questions on ROP
• Xylem Inc. New (XYL $143.61)
  • $143.61 P/E (TTM): 38.32X Cap: $35.04B
  • View XYL Profile
  • View Questions on XYL
• RTX Corporation (RTX $156.33)
  • $156.33 P/E (TTM): 45.99X Cap: $210.65B
  • View RTX Profile
  • View Questions on RTX

Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on May 04, 2020

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

Q: I believe you have a link to dividend info but I can’t find it! help please!

Upvote 0

Read Answer Asked by Margot on May 04, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.94)
  • $43.94 P/E (TTM): 62.47X Cap: $7.18B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $11.77)
  • $11.77 P/E (TTM): 26.77X Cap: $3.36B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....

Upvote 0

Read Answer Asked by Bruce on May 04, 2020

• BMO Covered Call Canadian Banks ETF (ZWB $21.01)
  • $21.01 P/E (TTM): 12.51X
  • View ZWB Profile
  • View Questions on ZWB

Q: Hello Team, I have quite amount of ZWB in registered account. I am thinking of selling and purchase individual holdings in the ETF - 4 banks ( TD , RY, BMO, BNS ), SLF, IFC, BAM.
Do you a see material benefit to this move from overall return perspective or just keep holding ZWB.
Thanks

Upvote 0

Read Answer Asked by RUPINDER on May 04, 2020

• AltaGas Ltd. (ALA $40.80)
  • $40.80 P/E (TTM): 21.84X Cap: $12.34B
  • View ALA Profile
  • View Questions on ALA

Q: Could I get your thoughts on AltaGas's latest 1/4, and your thoughts about the company going forward.
Thanks

Upvote 0

Read Answer Asked by Greg on May 04, 2020

• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $6.95B
  • View CGNX Profile
  • View Questions on CGNX

Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

Upvote 0

Read Answer Asked by mike on May 04, 2020

• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.02B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Zebra Technologies Corporation (ZBRA $302.60)
  • $302.60 P/E (TTM): 31.72X Cap: $16.90B
  • View ZBRA Profile
  • View Questions on ZBRA
• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $6.95B
  • View CGNX Profile
  • View Questions on CGNX
• ROBO Global Robotics and Automation Index ETF (ROBO $63.00)
  • $63.00 P/E (TTM): 99.0X Cap: $1.08B
  • View ROBO Profile
  • View Questions on ROBO

Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

Upvote 0

Read Answer Asked by jacques on May 04, 2020

• Biogen Inc. (BIIB $132.89)
  • $132.89 P/E (TTM): 13.04X Cap: $19.38B
  • View BIIB Profile
  • View Questions on BIIB
• Regeneron Pharmaceuticals Inc. (REGN $569.90)
  • $569.90 P/E (TTM): 14.21X Cap: $60.57B
  • View REGN Profile
  • View Questions on REGN

Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

Upvote 0

Read Answer Asked by BRYAN on May 04, 2020

• Choice Properties Real Estate Investment Trust (CHP.UN $14.26)
  • $14.26 Cap: $10.27B
  • View CHP.UN Profile
  • View Questions on CHP.UN
• First Capital Real Estate Investment Trust (FCR.UN $18.88)
  • $18.88 P/E (TTM): 20.25X Cap: $3.95B
  • View FCR.UN Profile
  • View Questions on FCR.UN

Q: If you had to choose one of them for long term income, which one would you prefer and why?

Upvote 0

Read Answer Asked by Daniel on May 04, 2020

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 12.1X Cap: $7.87B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: Comments about Q1 results?

Upvote 0

Read Answer Asked by Carl on May 04, 2020

• Berkshire Hathaway Inc. (BRK.B $464.19)
  • $464.19 P/E (TTM): 12.6X Cap: $990.45B
  • View BRK.B Profile
  • View Questions on BRK.B

Q: What did you think of the earnings report of BRK.B? What do you think about Warren Buffets comments?

Interested to know what your thoughts of this market moving foward (e.g. re-test the lows in March, low downward drag, best to continue to buy small and steady over time, sell anything that might have been bought too high at the rally)? I ask this question as I assume all your subscribers are wondering as these markets are difficult to navigate.

Thanks so much for your fantastic service. Best investment decision I have ever made. Hope you and yours remain safe and healthy.

Upvote 0

Read Answer Asked by Justin on May 04, 2020

• Decisive Dividend Corporation (DE $7.67)
  • $7.67 P/E (TTM): 58.66X Cap: $147M
  • View DE Profile
  • View Questions on DE

Q: What do the most recent financial statements look like.
What do you think their current financial position is.
Their huge dividend has recently been cut.
Perhaps an acquisition in the future?

Upvote 0

Read Answer Asked by JACK on May 04, 2020

• Sonos Inc. (SONO $10.86)
  • $10.86 Cap: $1.30B
  • View SONO Profile
  • View Questions on SONO

Q: What do you think of this company at this price. Acquisition target with a « more time at home » long trend?

Upvote 0

Read Answer Asked by Olivier on May 04, 2020