Investment Q&A

• QTS Realty Trust Inc. Class A (QTS $77.98)
  • $77.98 Cap: $6.01B
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Q: Hello 5iR....What is your take on this company, QTS Realty Trust Inc Class A, especially for a long-term position for a US diversified portfolio?
.......Thanks....Tom

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Read Answer Asked by Tom on February 12, 2020

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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• Village Farms International Inc. (VFF $8.12)
  • $8.12 Cap: $912M
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Q: Hi Team,

Can you please provide comments on those two stocks? What are the earnings expectation? I hold both name in my TFSA fund and current deeply under the water. Does the valuation look attractive at this level? Thank you,

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Read Answer Asked by kate on February 12, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.42)
  • $41.42 P/E (TTM): 504.0X Cap: $27.11B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.89)
  • $24.89 Cap: $16.38B
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Q: Hello. I think my queries submitted have gone AWOL! May I have your comments on earning please

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Read Answer Asked by Margot on February 12, 2020

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.89)
  • $24.89 Cap: $16.38B
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Q: Hi 5i,
My BEP holding is up 70% and represents 5.2% of my portfolio. I see you are recommending trimming in your model portfolio. I was considering a trim sometime this year but I was thinking it would make sense to wait for the "free" new company shares that are being allocated later this year (1 for every 4 shares). Does this thinking make sense?

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Read Answer Asked by Martha on February 12, 2020

• Alaris Equity Partners Income Trust (AD.UN $18.05)
  • $18.05 P/E (TTM): 4.37X Cap: $822M
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Q: Can you be more specific about “the 1 or 2 portfolio issues they are dealing with?”

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Read Answer Asked by Paul on February 12, 2020

• goeasy Ltd. (GSY $200.63)
  • $200.63 P/E (TTM): 13.19X Cap: $3.30B
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Q: Can you please comment on their $GSY earnings.

Thanks Valter

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Read Answer Asked by Valter on February 12, 2020

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.30)
  • $53.30 P/E (TTM): 31.17X Cap: $2.08B
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Q: Good morning:
Thoughts on this company please . Is it a buy?
Thx
Mark

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Read Answer Asked by Mark on February 12, 2020

• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• PPL Corporation (PPL $36.35)
  • $36.35 P/E (TTM): 27.15X Cap: $26.88B
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• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Capital Power Corporation (CPX $60.00)
  • $60.00 P/E (TTM): 18.52X Cap: $8.35B
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• Descartes Systems Group Inc. (The) (DSG $139.26)
  • $139.26 P/E (TTM): 61.25X Cap: $11.94B
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• Parkland Corporation (PKI $38.14)
  • $38.14 P/E (TTM): 22.57X Cap: $6.65B
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• Aecon Group Inc. (ARE $20.25)
  • $20.25 Cap: $1.27B
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• Alaris Equity Partners Income Trust (AD.UN $18.05)
  • $18.05 P/E (TTM): 4.37X Cap: $822M
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Knight Therapeutics Inc. (GUD $6.33)
  • $6.33 P/E (TTM): 62.67X Cap: $630M
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• Exchange Income Corporation (EIF $67.62)
  • $67.62 P/E (TTM): 27.49X Cap: $3.47B
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• Vanguard S&P 500 Index ETF (VFV $155.93)
  • $155.93 P/E (TTM): 59.73X Cap: $24.33B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.87)
  • $96.87 Cap: $2.07B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $585.74)
  • $585.74 P/E (TTM): 57.82X Cap: $673.02B
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• Vanguard Dividend Appreciation FTF (VIG $207.17)
  • $207.17 P/E (TTM): 51.22X Cap: $90.66B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• Kraken Robotics Inc. (PNG $3.72)
  • $3.72 P/E (TTM): 53.14X Cap: $977M
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• Akumin Inc. (AKU $0.53)
  • $0.53 Cap: $48M
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • $24.99 Cap: $6.14B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.59)
  • $16.59 Cap: $2.27B
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Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.

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Read Answer Asked by Roy on February 12, 2020

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi guys can I have your take on the results
Kind regards
Stan

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Read Answer Asked by Stan on February 12, 2020

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Could you comment on today’s earnings news

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Read Answer Asked by David on February 12, 2020

• Aecon Group Inc. (ARE $20.25)
  • $20.25 Cap: $1.27B
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Q: Interested in buying ARE. Your thoughts and thanks!

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Read Answer Asked by Bruce on February 12, 2020

• Bank of Nova Scotia (The) (BNS $77.03)
  • $77.03 P/E (TTM): 16.15X Cap: $95.94B
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Q: Please, what are earnings expectations for the next Q results for BNS, TD, NA.
I have not found a web site that would give that info, can you suggest one ?
Thanks,

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Read Answer Asked by Luc on February 12, 2020

• Mainstreet Equity Corp. (MEQ $194.96)
  • $194.96 P/E (TTM): 7.4X Cap: $1.81B
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Q: Could you comment please on this morning's
first quarter earnings report.
Thanks
Bob Rose

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Read Answer Asked by Robert on February 12, 2020

• Western Forest Products Inc. (WEF $12.38)
  • $12.38 Cap: $130M
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Q: WEF and Steelworkers have reached a tentative agreement and the stock has reacted accordingly, currently reaching the top of its trading range over the past six months. However, of other forest product stocks, only ADN seems to be improving; is most of WEF's appreciation potential (for, say, the next year) baked-in now?

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Read Answer Asked by John on February 12, 2020

Q: Hi
I am looking for a good Canadian REIT ETF and a US REIT ETF from the US. I understand that the Canadian REIT will have less diversification but am interested anyways. Thanks, Len

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Read Answer Asked by Leonard on February 12, 2020

• CAE Inc. (CAE $39.33)
  • $39.33 P/E (TTM): 31.21X Cap: $12.59B
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• Kinaxis Inc. (KXS $199.65)
  • $199.65 P/E (TTM): 428.71X Cap: $5.60B
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Q: In our RESP we now have: MX, NFI, BNS, PIF, ABT, TRP, ENB and BEP.UN. The kids are still young (6 and 5). We have ~4K to invest now and wonder what you might think would be a good addition. Are there some you would delete?

Thanks for your wonderful service, Bob.

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Read Answer Asked by Lynn on February 12, 2020

• Enbridge Inc. (ENB $64.69)
  • $64.69 P/E (TTM): 22.74X Cap: $141.02B
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• Fortis Inc. (FTS $69.91)
  • $69.91 P/E (TTM): 20.56X Cap: $35.06B
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Q: Can you please suggest a few names in the utility sector that are non-energy to complement ENB and FTS on the energy transportation and generation side. Thanks.

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Read Answer Asked by Benjamin on February 12, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.97X Cap: $1.04B
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.52)
  • $17.52 Cap: $595M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.66)
  • $16.66 Cap: $822M
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• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.09)
  • $86.09 Cap: $426M
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Q: I purchased XBB and am looking for another fixed income etf to compliment it. Thanks, Len

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Read Answer Asked by Leonard on February 12, 2020

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Your thoughts on the recent 40 mil contract received by BUS. Thanks

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Read Answer Asked by george on February 12, 2020

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $216.31)
  • $216.31 P/E (TTM): 55.41X Cap: $10.88B
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Q: Can you comment on earnings. Overall, is the revenue miss a big deal?

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Read Answer Asked on February 12, 2020