Investment Q&A

• Sylogist Ltd. (SYZ $3.19)
  • $3.19 Cap: $74M
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• Welltower Inc. (WELL $202.09)
  • $202.09 P/E (TTM): 144.52X Cap: $140.18B
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• Veeva Systems Inc. Class A (VEEV $171.82)
  • $171.82 P/E (TTM): 33.91X Cap: $28.52B
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• Real Matters Inc. (REAL $5.68)
  • $5.68 Cap: $435M
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Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram

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Read Answer Asked by Ray on July 07, 2020

• National Bank of Canada (NA $187.37)
  • $187.37 P/E (TTM): 17.77X Cap: $72.22B
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Q: Hi group is there an ETF that has most of the Bio Tech Pharma companies that are working on a Vaccine for Covid -19? Thanks

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Read Answer Asked by Terence on July 07, 2020

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Teladoc Health Inc. (TDOC $5.29)
  • $5.29 Cap: $949M
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• WELL Health Technologies Corp. (WELL $3.83)
  • $3.83 Cap: $1B
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Q: I wonder if you could give me some recommendations for an investment in virtual health care/telemedicine in Canada and the US. Thanks!

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Read Answer Asked by David on July 07, 2020

• Pfizer Inc. (PFE $26.99)
  • $26.99 P/E (TTM): 20.82X Cap: $158.30B
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• Verizon Communications Inc. (VZ $48.88)
  • $48.88 P/E (TTM): 12.17X Cap: $207.29B
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• goeasy Ltd. (GSY $33.78)
  • $33.78 P/E (TTM): 2.54X Cap: $563M
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• CGI Inc. (GIB $72.55)
  • $72.55 P/E (TTM): 13.81X Cap: $15.76B
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• RTX Corporation (RTX $197.86)
  • $197.86 P/E (TTM): 39.56X Cap: $267.05B
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Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

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Read Answer Asked by Ray on July 07, 2020

• Knight Therapeutics Inc. (GUD $7.64)
  • $7.64 Cap: $753M
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• Jamieson Wellness Inc. (JWEL $34.59)
  • $34.59 P/E (TTM): 24.04X Cap: $1.45B
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• Teladoc Health Inc. (TDOC $5.29)
  • $5.29 Cap: $949M
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• Xebec Adsorption Inc. (XBC $0.51)
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• WELL Health Technologies Corp. (WELL $3.83)
  • $3.83 Cap: $1B
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Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.

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Read Answer Asked by umedali on July 07, 2020

• Kraken Robotics Inc. (PNG $8.45)
  • $8.45 P/E (TTM): 139.5X Cap: $2.64B
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Q: Can you provide some analysis on Kraken robotics with the recent announcement of 40 Million orders which is nearly 2X of their current annual revenue. Is the price supposed to increase 2X as well?

Thanks,

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Read Answer Asked by Adam on July 07, 2020

Q: I'm interested in learning about technical analysis. What resources would you recommend?

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Read Answer Asked by Brenda on July 07, 2020

• Artemis Gold Inc. (ARTG $38.94)
  • $38.94 P/E (TTM): 25.87X Cap: $9.10B
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Q: Could you please update status on Artg? It’s gone up a lot since last year. What do you think about Artg now.? Is it a buy more , sell or hold?
Many thanks

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Read Answer Asked by Hue on July 07, 2020

• iShares Canadian Real Return Bond Index ETF (XRB $22.68)
  • $22.68 Cap: $252M
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Q: Do you see any need to include real return bonds as part of a fixed income portion of a portfolio? If so what percentage of ones fixed income portion makes sense?
Are there any unexpected risks to holding real return bonds compared to normal bonds? e.g. compared to zag/xbb/vab.

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Read Answer Asked by Mike on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG)
  • P/E (TTM): 17.05X Cap: $8.92B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• Constellation Software Inc. (CSU $2,398.25)
  • $2,398.25 P/E (TTM): 74.13X Cap: $51.76B
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• Northland Power Inc. (NPI $23.93)
  • $23.93 Cap: $6.23B
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• Premium Brands Holdings Corporation (PBH $83.20)
  • $83.20 P/E (TTM): 56.27X Cap: $4.39B
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Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,

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Read Answer Asked by Stefan on July 07, 2020

• Vanguard Global Liquidity Factor ETF Units (VLQ $32.40)
  • $32.40 P/E (TTM): 14.5X
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Q: Received Notice Of Termination from Vanguard. Should I sell now ( if possible) or wait until termination date. , Thanks

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Read Answer Asked by David on July 07, 2020

• ATS Corporation (ATS $38.81)
  • $38.81 Cap: $3.91B
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Q: Are you surprised this company is not trading near it’s 52 week high? With so many businesses having to shutdown because of COVID, I thought It would make what ATS has to offer even more attractive.

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Read Answer Asked by Curtis on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $9.43)
  • $9.43 P/E (TTM): 29.0X Cap: $986M
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Q: good for income at this level ????. risks ??????

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Read Answer Asked by JOSEPH on July 07, 2020

• CAE Inc. (CAE $37.06)
  • $37.06 P/E (TTM): 31.39X Cap: $11.99B
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Q: It appears that CAE is a company that still has room for bounce back in the recovery, can you name other favourites that you are surprised haven’t gone up more significantly. Thank Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Aurora Spine Corporation (ASG $0.28)
  • $0.28 Cap: $20M
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Q: Can you please review Liberty All-Star Growth Fund (ASG:US). Net assets of approximately $ 193 million, Expense ratio 1.22%. Would you consider it investible?
Thank you for considering my question.

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Read Answer Asked by Gail on July 07, 2020

• Atlantica Sustainable Infrastructure plc (AY)
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Q: Hi Guys,

Can you please update your opinion of Atlantica Sustainable (AY:US).

Thanks

Dave

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Read Answer Asked by David on July 07, 2020

• iShares S&P/TSX SmallCap Index ETF (XCS $34.36)
  • $34.36 P/E (TTM): 15.16X Cap: $234M
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Q: Good Morning All,
I'm trying to find a largish cap Canadian equity fund or ETF that does not contain any Banks. can you recommend one or more?
Thanks,
Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Miscellaneous (MISC)
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Q: I am trying to access an article that 5i wrote I think in late March or early April about the 10 or 20 stocks to buy in the midst of the pandemic? Thanks for all your excellent advice?

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Read Answer Asked by Bryan on July 07, 2020

• Desert Star Resources (DSR)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.84)
  • $100.84 P/E (TTM): 13.81X Cap: $21.98B
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• Descartes Systems Group Inc. (The) (DSG $97.46)
  • $97.46 P/E (TTM): 43.28X Cap: $8.48B
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• Open Text Corporation (OTEX $31.06)
  • $31.06 P/E (TTM): 13.56X Cap: $7.92B
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Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,

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Read Answer Asked by Harry on July 07, 2020