Investment Q&A

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Constellation Software Inc. (CSU $3,869.05)
  • $3,869.05 P/E (TTM): 93.3X Cap: $81.20B
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• Descartes Systems Group Inc. (The) (DSG $128.89)
  • $128.89 P/E (TTM): 56.05X Cap: $10.96B
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• Parkland Corporation (PKI $38.52)
  • $38.52 P/E (TTM): 22.78X Cap: $6.75B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Kinaxis Inc. (KXS $180.00)
  • $180.00 P/E (TTM): 150.99X Cap: $5.05B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.88)
  • $208.88 P/E (TTM): 83.96X Cap: $271.07B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.24)
  • $16.24 Cap: $2.24B
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Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave

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Read Answer Asked by Dave on October 23, 2019

• Bank of Nova Scotia (The) (BNS $89.91)
  • $89.91 P/E (TTM): 17.31X Cap: $111.82B
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Q: I have BNS at 3% in my TFSA and have been considering switching to BAM.A.CA for diversification in the financial sector and for possible increased growth. I realize the dividend from BAM is less than BNS and am not aware of which currency BAM is paid out in. I would appreciate your input re pro /con of making this switch.

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Read Answer Asked by Elizabeth on October 23, 2019

Q: Are there any ETF that cover Germany, India, China
Thanks for the help

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Read Answer Asked by James on October 23, 2019

• goeasy Ltd. (GSY $167.68)
  • $167.68 P/E (TTM): 10.42X Cap: $2.70B
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Q: Where would you put new money to work in a TFSA as of today? My portfolio is fairly well balanced and I won"t need the money even at 74 years of age for a long time. (Ever the optimist).

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Read Answer Asked by Cathy on October 23, 2019

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: What are your thoughts on Osb buy sell hold thanks

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Read Answer Asked by Jo-Anne on October 23, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.23)
  • $37.23 Cap: $23.59B
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• Algonquin Power & Utilities Corp. (AQN $7.95)
  • $7.95 Cap: $6.12B
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• Boralex Inc. Class A Shares (BLX $27.40)
  • $27.40 Cap: $2.84B
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Q: What are your top renewable energy picks
Thanks for the great work

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Read Answer Asked by James on October 23, 2019

Q: Gentlemen,
Your thoughts on Purpose Speciality Lending Trust as alternative investment.
Thanks

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Read Answer Asked by Djamel on October 23, 2019

Q: Hi folks, what is typically the best week to pick up quality companies that have been subject to tax selling? I'm sure waiting until end of December is too long, but right now likely too early. Is there a typical week where these stocks are at their bottom?

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Read Answer Asked by Kel on October 23, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Magna International Inc. (MG $66.82)
  • $66.82 P/E (TTM): 11.19X Cap: $18.64B
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Q: I realize that these two companies are in cyclical industries, and are both currently in a down cycle, but roughly how long before either company will be back in an upward cycle, thanks?

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Read Answer Asked by Pat on October 23, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: What was the reason for the big drop in AYX yesterday?

Thanks.

Donna

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Read Answer Asked by Donna on October 23, 2019

• Alphabet Inc. (GOOG $244.56)
  • $244.56 P/E (TTM): 25.96X Cap: $2.94T
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• Microsoft Corporation (MSFT $511.67)
  • $511.67 P/E (TTM): 37.97X Cap: $3.86T
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• NVIDIA Corporation (NVDA $189.85)
  • $189.85 P/E (TTM): 53.16X Cap: $4.54T
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• Atlassian Corporation (TEAM $151.17)
  • $151.17 Cap: $39.23B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi and thanks for your great info.

Would you please provide me with recommended US stocks to give me growth which have a good balance sheet .

Thanks

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Read Answer Asked by Donna on October 23, 2019

• Mastercard Incorporated (MA $573.51)
  • $573.51 P/E (TTM): 38.36X Cap: $518.69B
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• Visa Inc. (V $344.63)
  • $344.63 P/E (TTM): 33.34X Cap: $674.76B
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Q: Both of these stocks have dropped significantly today. Do you have any insight? A buying opportunity? Thank You.

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Read Answer Asked by Brian on October 23, 2019

Q: I have heard a number of analysts talking about a rotation into cyclical stocks. What is your opinion? What are your recommendations in that space? Is there an ETF that tracks the space, either in CAN or US?
Thank you,

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Read Answer Asked by Marcela on October 23, 2019

• Restaurant Brands International Inc. (QSR $93.85)
  • $93.85 P/E (TTM): 24.3X Cap: $40.61B
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Q: Would you be comfortable buying here?

Thank you!

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Read Answer Asked by Yong Mei on October 23, 2019

• Gildan Activewear Inc. (GIL $81.89)
  • $81.89 P/E (TTM): 18.51X Cap: $12.34B
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• Knight Therapeutics Inc. (GUD $5.86)
  • $5.86 Cap: $590M
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Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks

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Read Answer Asked by Willie on October 23, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $8M
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Q: Is this a good time to buy this stock? Do you still recommend it for an aggressive investor?

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Read Answer Asked by Josette on October 23, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.95)
  • $13.95 Cap: $11.53B
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Q: For my fixed income side of my portfolio I've just been keeping cash in a high interest savings account (Achieva Financial in Manitoba). It pays 2.3% interest. I just checked the yield to maturity of BND the US Vanguard bond ETF and it's 2.3%. The YTM for ZAG the Canadian BMO bond ETF is 2.2%. Hardly seems worth paying an MER and risking price fluctuations. What do you think, am I missing something here?

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Read Answer Asked by Andrew on October 23, 2019

• ARC Resources Ltd. (ARX $25.99)
  • $25.99 P/E (TTM): 6.01X Cap: $15.09B
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• Tourmaline Oil Corp. (TOU $60.61)
  • $60.61 P/E (TTM): 15.01X Cap: $22.96B
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Q: Hi 5i:

I have $10,000 that would like to invest in the Canadian oil patch. (Nuts eh)
Which would be better to invest in: Arc Re or Tourmaline Oil? This is for at least 5 years.

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Read Answer Asked by James on October 23, 2019

• Gildan Activewear Inc. (GIL $81.89)
  • $81.89 P/E (TTM): 18.51X Cap: $12.34B
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Q: Have you been able to gather any more information about the Gildan annoucement that was recently announced?

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Read Answer Asked by blake on October 23, 2019

• Birchcliff Energy Ltd. (BIR $5.74)
  • $5.74 P/E (TTM): 20.46X Cap: $1.58B
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• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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Q: I would like to sell one or both of the above for a tax loss. Which would be your preference to sell? Or should I let them both go? Would you recommend buying back after 30 days?
Thank you.

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Read Answer Asked by Lois on October 23, 2019