Investment Q&A

• Pembina Pipeline Corporation (PPL $55.34)
  • $55.34 P/E (TTM): 18.61X Cap: $32.03B
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• Algonquin Power & Utilities Corp. (AQN $7.53)
  • $7.53 Cap: $5.78B
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• Capital Power Corporation (CPX $65.28)
  • $65.28 P/E (TTM): 20.06X Cap: $10.05B
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• Freehold Royalties Ltd. (FRU $13.65)
  • $13.65 P/E (TTM): 17.58X Cap: $2.22B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

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Read Answer Asked by DANIEL on July 27, 2018

• McDonald's Corporation (MCD $303.66)
  • $303.66 P/E (TTM): 25.91X Cap: $215.77B
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• Restaurant Brands International Inc. (QSR $89.01)
  • $89.01 P/E (TTM): 24.06X Cap: $39.95B
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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

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Read Answer Asked by sam on July 27, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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• Vitalhub Corp. (VHI $11.38)
  • $11.38 P/E (TTM): 134.94X Cap: $643M
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Q: Hello,

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

Cheers,

Robert

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Read Answer Asked by Robert on July 27, 2018

• AT&T Inc. (T $28.81)
  • $28.81 P/E (TTM): 16.48X Cap: $207.43B
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• H&R Real Estate Investment Trust (HR.UN $11.99)
  • $11.99 Cap: $3.32B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Chemtrade Logistics Income Fund (CHE.UN $13.33)
  • $13.33 P/E (TTM): 12.19X Cap: $1.45B
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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.

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Read Answer Asked by Harold on July 27, 2018

• Aimia Inc. (AIM $3.21)
  • $3.21 Cap: $293M
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Q: We have 1000 shares at issue price of $25. Thoughts on selling these here or holding?
Thanks.
Ted

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Read Answer Asked by Ted on July 27, 2018

• Aimia Inc. (AIM $3.21)
  • $3.21 Cap: $293M
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Q: Why did the AIM preferreds go up in such a disproportionate way? Thank you.

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Read Answer Asked by Kurt W on July 27, 2018

• Invesco Water Resources ETF (PHO $71.76)
  • $71.76 P/E (TTM): 28.38X Cap: $2.22B
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Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

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Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $87.84)
  • $87.84 P/E (TTM): 44.97X Cap: $17.51B
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Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

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Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $172.03)
  • $172.03 Cap: $44.34B
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• Box Inc. Class A (BOX $32.48)
  • $32.48 P/E (TTM): 25.94X Cap: $4.66B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Spotify Technology S.A. (SPOT $736.75)
  • $736.75 Cap: $149.80B
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• Rapid7 Inc. (RPD $20.77)
  • $20.77 P/E (TTM): 48.31X Cap: $1.31B
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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

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Read Answer Asked by Dennis on July 27, 2018

• Covalon Technologies Ltd. (COV $2.18)
  • $2.18 P/E (TTM): 27.5X Cap: $60M
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Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

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Read Answer Asked by Hue on July 27, 2018

• Apple Inc. (AAPL $255.17)
  • $255.17 P/E (TTM): 37.25X Cap: $3.64T
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• Gilead Sciences Inc. (GILD $112.81)
  • $112.81 P/E (TTM): 22.68X Cap: $141.56B
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• Garmin Ltd. (Switzerland) (GRMN $235.83)
  • $235.83 P/E (TTM): 29.03X Cap: $45.25B
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• QUALCOMM Incorporated (QCOM $169.53)
  • $169.53 P/E (TTM): 16.12X Cap: $180.03B
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• JPMorgan Chase & Co. (JPM $312.09)
  • $312.09 P/E (TTM): 16.14X Cap: $865.56B
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• McDonald's Corporation (MCD $303.66)
  • $303.66 P/E (TTM): 25.91X Cap: $215.77B
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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

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Read Answer Asked by RUPINDER on July 27, 2018

• Peyto Exploration & Development Corp. (PEY $18.44)
  • $18.44 P/E (TTM): 10.92X Cap: $3.59B
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• Tourmaline Oil Corp. (TOU $61.78)
  • $61.78 P/E (TTM): 15.2X Cap: $22.77B
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• WSP Global Inc. (WSP $284.81)
  • $284.81 P/E (TTM): 46.86X Cap: $37.58B
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• Stantec Inc. (STN $153.31)
  • $153.31 P/E (TTM): 39.8X Cap: $17.25B
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• Aecon Group Inc. (ARE $23.12)
  • $23.12 P/E (TTM): 66.91X Cap: $1.47B
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• Birchcliff Energy Ltd. (BIR $5.93)
  • $5.93 P/E (TTM): 20.89X Cap: $1.59B
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• Black Diamond Group Limited (BDI $13.22)
  • $13.22 P/E (TTM): 24.41X Cap: $820M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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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

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Read Answer Asked by Denis on July 27, 2018

• Vermilion Energy Inc. (VET $10.62)
  • $10.62 Cap: $1.59B
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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.

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Read Answer Asked by Peter on July 27, 2018

• Constellation Software Inc. (CSU $4,218.89)
  • $4,218.89 P/E (TTM): 109.08X Cap: $93.60B
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Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

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Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $4,218.89)
  • $4,218.89 P/E (TTM): 109.08X Cap: $93.60B
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Q: Hi, could you please comment on Constellation Software earnings release. Thanks

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Read Answer Asked by rajeev on July 27, 2018

• Constellation Software Inc. (CSU $4,218.89)
  • $4,218.89 P/E (TTM): 109.08X Cap: $93.60B
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Q: Please comment on CSU's Q2.

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Read Answer Asked by sandy on July 27, 2018

• Constellation Software Inc. (CSU $4,218.89)
  • $4,218.89 P/E (TTM): 109.08X Cap: $93.60B
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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!

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Read Answer Asked by Michael on July 27, 2018

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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• Magellan Aerospace Corporation (MAL $16.78)
  • $16.78 P/E (TTM): 25.38X Cap: $957M
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Q: Hello 5i Team,
What are your thoughts on these two securities?

Thank you in advance,

Massimo

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Read Answer Asked by Massimo on July 26, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.34)
  • $61.34 P/E (TTM): 33.61X Cap: $4.05B
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• First Trust Dow Jones Internet Index Fund (FDN $286.68)
  • $286.68 P/E (TTM): 35.31X Cap: $7.94B
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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.

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Read Answer Asked by KERRI on July 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $95.28)
  • $95.28 Cap: $4.93B
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• Vanguard S&P 500 ETF (VOO $614.57)
  • $614.57 P/E (TTM): 27.75X Cap: $691.01B
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• Vanguard Total Stock Market ETF (VTI $329.74)
  • $329.74 P/E (TTM): 27.72X Cap: $504.75B
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Q: I'm looking for some US exposure. Is this ETF suitable for a RRSP account. Other US ETF's suggestions ? Thanks

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Read Answer Asked by David on July 26, 2018