Investment Q&A

• Pembina Pipeline Corporation (PPL $52.56)
  • $52.56 P/E (TTM): 17.29X Cap: $30.30B
  • View PPL Profile
  • View Questions on PPL
• Algonquin Power & Utilities Corp. (AQN $8.09)
  • $8.09 Cap: $6.19B
  • View AQN Profile
  • View Questions on AQN
• Capital Power Corporation (CPX $60.02)
  • $60.02 P/E (TTM): 18.56X Cap: $9.20B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Freehold Royalties Ltd. (FRU $13.36)
  • $13.36 P/E (TTM): 17.1X Cap: $2.16B
  • View FRU Profile
  • View Questions on FRU
• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

Upvote 0

Read Answer Asked by DANIEL on July 27, 2018

• McDonald's Corporation (MCD $313.14)
  • $313.14 P/E (TTM): 27.44X Cap: $223.41B
  • View MCD Profile
  • View Questions on MCD
• Restaurant Brands International Inc. (QSR $88.28)
  • $88.28 P/E (TTM): 25.12X Cap: $40.22B
  • View QSR Profile
  • View Questions on QSR

Q: Hi Team, based on todays results and the stock price drop should I add shares here in an RRSP?
Is the growth profile still intact.
Would you look at another Consumer Discretionary company instead of MCD. Thank-you in advance! Sam

Upvote 0

Read Answer Asked by sam on July 27, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT
• Vitalhub Corp. (VHI $12.96)
  • $12.96 P/E (TTM): 283.78X Cap: $711M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Hello,

How similar/different are vhi and rht to one another?

Cheers,

Robert

Upvote 0

Read Answer Asked by Robert on July 27, 2018

• AT&T Inc. (T $29.46)
  • $29.46 P/E (TTM): 16.47X Cap: $209.36B
  • View T Profile
  • View Questions on T
• H&R Real Estate Investment Trust (HR.UN $12.00)
  • $12.00 Cap: $3.28B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG
• Chemtrade Logistics Income Fund (CHE.UN $13.05)
  • $13.05 P/E (TTM): 12.02X Cap: $1.45B
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.

Upvote 0

Read Answer Asked by Harold on July 27, 2018

• Aimia Inc. (AIM $3.19)
  • $3.19 Cap: $294M
  • View AIM Profile
  • View Questions on AIM

Q: We have 1000 shares at issue price of $25. Thoughts on selling these here or holding?
Thanks.
Ted

Upvote 0

Read Answer Asked by Ted on July 27, 2018

• Aimia Inc. (AIM $3.19)
  • $3.19 Cap: $294M
  • View AIM Profile
  • View Questions on AIM

Q: Why did the AIM preferreds go up in such a disproportionate way? Thank you.

Upvote 0

Read Answer Asked by Kurt W on July 27, 2018

• Invesco Water Resources ETF (PHO $72.36)
  • $72.36 P/E (TTM): 48.33X Cap: $2.25B
  • View PHO Profile
  • View Questions on PHO

Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

Upvote 0

Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $86.59)
  • $86.59 P/E (TTM): 44.14X Cap: $17.09B
  • View TRU Profile
  • View Questions on TRU

Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

Upvote 0

Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $164.26)
  • $164.26 Cap: $43.69B
  • View TEAM Profile
  • View Questions on TEAM
• Box Inc. Class A (BOX $31.18)
  • $31.18 P/E (TTM): 24.43X Cap: $4.56B
  • View BOX Profile
  • View Questions on BOX
• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
  • View Questions on GRUB
• Spotify Technology S.A. (SPOT $691.34)
  • $691.34 Cap: $143.46B
  • View SPOT Profile
  • View Questions on SPOT
• Rapid7 Inc. (RPD $20.09)
  • $20.09 P/E (TTM): 50.33X Cap: $1.31B
  • View RPD Profile
  • View Questions on RPD

Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis

Upvote 0

Read Answer Asked by Dennis on July 27, 2018

• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 P/E (TTM): 19.93X Cap: $78M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

Upvote 0

Read Answer Asked by Hue on July 27, 2018

• Apple Inc. (AAPL $224.64)
  • $224.64 P/E (TTM): 34.99X Cap: $3.35T
  • View AAPL Profile
  • View Questions on AAPL
• Gilead Sciences Inc. (GILD $116.10)
  • $116.10 P/E (TTM): 24.79X Cap: $147.32B
  • View GILD Profile
  • View Questions on GILD
• Garmin Ltd. (Switzerland) (GRMN $229.53)
  • $229.53 P/E (TTM): 28.82X Cap: $44.30B
  • View GRMN Profile
  • View Questions on GRMN
• QUALCOMM Incorporated (QCOM $153.92)
  • $153.92 P/E (TTM): 15.1X Cap: $167.71B
  • View QCOM Profile
  • View Questions on QCOM
• JPMorgan Chase & Co. (JPM $291.27)
  • $291.27 P/E (TTM): 14.26X Cap: $803.58B
  • View JPM Profile
  • View Questions on JPM
• McDonald's Corporation (MCD $313.14)
  • $313.14 P/E (TTM): 27.44X Cap: $223.41B
  • View MCD Profile
  • View Questions on MCD

Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

Upvote 0

Read Answer Asked by RUPINDER on July 27, 2018

• Peyto Exploration & Development Corp. (PEY $18.90)
  • $18.90 P/E (TTM): 11.3X Cap: $3.73B
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU $57.34)
  • $57.34 P/E (TTM): 14.21X Cap: $21.35B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $281.92)
  • $281.92 P/E (TTM): 45.97X Cap: $36.43B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $149.91)
  • $149.91 P/E (TTM): 39.19X Cap: $16.78B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Aecon Group Inc. (ARE $20.37)
  • $20.37 P/E (TTM): 57.4X Cap: $1.26B
  • View ARE Profile
  • View Questions on ARE
• Birchcliff Energy Ltd. (BIR $6.20)
  • $6.20 P/E (TTM): 21.5X Cap: $1.65B
  • View BIR Profile
  • View Questions on BIR
• Black Diamond Group Limited (BDI $11.36)
  • $11.36 P/E (TTM): 23.79X Cap: $743M
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI
• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
  • View HNL Profile
  • View Questions on HNL

Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

Upvote 0

Read Answer Asked by Denis on July 27, 2018

• Vermilion Energy Inc. (VET $10.08)
  • $10.08 Cap: $1.51B
  • View VET Profile
  • View Questions on VET

Q: Unsure if this was sent a few mins ago.Reportedly VET reports on July 30(opening or closing?) with estimated 0.22 EPS & $375.01m revenue.Does the results include the acquisition of SPE? 2)What are the whisper numbers,if any? 3)Is this a good time to start a position? 4)Between VET & PXT,which would you choose?Thanks for u usual great services & opinions.

Upvote 0

Read Answer Asked by Peter on July 27, 2018

• Constellation Software Inc. (CSU $4,429.60)
  • $4,429.60 P/E (TTM): 107.5X Cap: $92.40B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

Upvote 0

Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $4,429.60)
  • $4,429.60 P/E (TTM): 107.5X Cap: $92.40B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi, could you please comment on Constellation Software earnings release. Thanks

Upvote 0

Read Answer Asked by rajeev on July 27, 2018

• Constellation Software Inc. (CSU $4,429.60)
  • $4,429.60 P/E (TTM): 107.5X Cap: $92.40B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Please comment on CSU's Q2.

Upvote 0

Read Answer Asked by sandy on July 27, 2018

• Constellation Software Inc. (CSU $4,429.60)
  • $4,429.60 P/E (TTM): 107.5X Cap: $92.40B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

Upvote 0

Read Answer Asked by Michael on July 27, 2018

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP
• Magellan Aerospace Corporation (MAL $15.50)
  • $15.50 P/E (TTM): 22.14X Cap: $864M
  • View MAL Profile
  • View Questions on MAL
  • View Reports on MAL

Q: Hello 5i Team,
What are your thoughts on these two securities?

Thank you in advance,

Massimo

Upvote 0

Read Answer Asked by Massimo on July 26, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.39)
  • $57.39 P/E (TTM): 98.54X Cap: $3.77B
  • View XQQ Profile
  • View Questions on XQQ
• First Trust Dow Jones Internet Index Fund (FDN $267.69)
  • $267.69 P/E (TTM): 90.36X Cap: $7.08B
  • View FDN Profile
  • View Questions on FDN

Q: Hi,
Is there an ETF that holds only a higher concentration of the FAANG stocks? I looked at the FNG but it does not seem to hold FB (could only find top 10 holdings). I’d like exposure to these growth names and maybe now good time to start a position with the declines in Netflix, and FB.
Thanks,
K.

Upvote 0

Read Answer Asked by KERRI on July 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $91.16)
  • $91.16 Cap: $4.70B
  • View HXS Profile
  • View Questions on HXS
• Vanguard S&P 500 ETF (VOO $584.08)
  • $584.08 P/E (TTM): 81.12X Cap: $677.13B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Total Stock Market ETF (VTI $312.66)
  • $312.66 P/E (TTM): 71.88X Cap: $494.30B
  • View VTI Profile
  • View Questions on VTI

Q: I'm looking for some US exposure. Is this ETF suitable for a RRSP account. Other US ETF's suggestions ? Thanks

Upvote 0

Read Answer Asked by David on July 26, 2018