Investment Q&A

• Parkland Corporation (PKI $38.63)
  • $38.63 P/E (TTM): 22.84X Cap: $6.74B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• TFI International Inc. (TFII $132.35)
  • $132.35 P/E (TTM): 22.44X Cap: $10.88B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Open Text Corporation (OTEX $44.83)
  • $44.83 P/E (TTM): 13.38X Cap: $11.36B
  • View OTEX Profile
  • View Questions on OTEX
• Alimentation Couche-Tard Inc. (ATD $69.45)
  • $69.45 P/E (TTM): 18.6X Cap: $65.98B
  • View ATD Profile
  • View Questions on ATD

Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks

Upvote 0

Read Answer Asked by Bonnie on June 03, 2019

• Johnson & Johnson (JNJ $176.21)
  • $176.21 P/E (TTM): 19.18X Cap: $426.54B
  • View JNJ Profile
  • View Questions on JNJ

Q: With the recent problems JNJ is facing regarding opioids, would a switch to NVS {novartis] make sense? Held in a US$ RRIF.
Thanks

Upvote 0

Read Answer Asked by steve on June 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.82)
  • $16.82 Cap: $2.31B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: how come you do not have lightspeed in your growth portfolio, i am sure it has crossed your mind.
furthermore it seems to have everything you like about a company,from mgmt on down.
dave

Upvote 0

Read Answer Asked by david on June 03, 2019

• Western Forest Products Inc. (WEF $12.50)
  • $12.50 Cap: $131M
  • View WEF Profile
  • View Questions on WEF

Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?

Upvote 0

Read Answer Asked by Jeff on June 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.54)
  • $194.54 P/E (TTM): 80.15X Cap: $253.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.

Upvote 0

Read Answer Asked by Rob on June 03, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?

Upvote 0

Read Answer Asked by Liam on May 31, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.82)
  • $16.82 Cap: $2.31B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: were those lapd earnings ok.
i think they beat a lot on revenue, but the loss was more than expected.
their guidance looks ok.
dave

Upvote 0

Read Answer Asked by david on May 31, 2019

• Keysight Technologies Inc. (KEYS $166.74)
  • $166.74 P/E (TTM): 39.08X Cap: $28.45B
  • View KEYS Profile
  • View Questions on KEYS

Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!

Upvote 0

Read Answer Asked by Issaku on May 31, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?

Upvote 0

Read Answer Asked by Reg on May 31, 2019

• North West Company Inc. (The) (NWC $50.62)
  • $50.62 P/E (TTM): 17.98X Cap: $2.40B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Hi team,

Just wanted to let Stuart know that people in the North used to order many things on Amazon until the company started charging for deliveries a few years ago. All Amazon shopping stopped after that as the cost of shipping often was more than that of the item itself. I am not an investor in NWC, but I can assure you that they have a stronghold in most of the communities North of the 60. I live in the Arctic!

Hope this helps!

Upvote 0

Read Answer Asked by Saeed on May 30, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.49)
  • $13.49 P/E (TTM): 23.81X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Aggregate Bond Index ETF (ZAG $13.68)
  • $13.68 Cap: $11.12B
  • View ZAG Profile
  • View Questions on ZAG

Q: Good morning,

I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.

Upvote 0

Read Answer Asked by Jeff on May 30, 2019

Q: Could you give some ideas, refer some websites and books regarding how to select an ETF. I need to give a presentation for learning purpose in a share club meeting. Feel free to subtract additional credits if needed.

Upvote 0

Read Answer Asked by Dexter on May 30, 2019

• BMO Low Volatility Canadian Equity ETF (ZLB $54.56)
  • $54.56 P/E (TTM): 34.63X Cap: $5.19B
  • View ZLB Profile
  • View Questions on ZLB
• Vanguard FTSE Canada All Cap Index ETF (VCN $57.79)
  • $57.79 P/E (TTM): 15.43X Cap: $10.43B
  • View VCN Profile
  • View Questions on VCN

Q: The performance of ZLB has strongly outperformed VCN over the short and long term. ZLB will likely survive a recession better then holding VCN. If I own both, should i just sell VCN and own ZLB but would their be a case to own VCN instead? thanks

Upvote 0

Read Answer Asked by Thomas on May 30, 2019

• Restaurant Brands International Inc. (QSR $87.20)
  • $87.20 P/E (TTM): 23.92X Cap: $39.57B
  • View QSR Profile
  • View Questions on QSR

Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.

Upvote 0

Read Answer Asked by Victor on May 30, 2019

• BRP Inc. Subordinate Voting Shares (DOO $80.21)
  • $80.21 Cap: $5.82B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Thoughts on DOO earnings release?

Upvote 0

Read Answer Asked by Michael on May 30, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: My Question is on General market conditions from Technical point of view

Its seems looking at the technical charts for $INDU (DOW index) it has formed a TRIPLE TOPs with divergence in RSI and MACD with lower lows at each tops and $INDU now breaking off 200MA and from todays action its seems $INDU may run down to 20,000 or even 18,000 unless it jumps back above its 200MA
5i expert comment on this please

Upvote 0

Read Answer Asked by Francis on May 30, 2019

Q: Plus Products is the only company I know of that produces cannabis gummy bears (Cdn company operating in US). Does 5i know of others?

Upvote 0

Read Answer Asked by Bob on May 30, 2019

• Freehold Royalties Ltd. (FRU $13.34)
  • $13.34 P/E (TTM): 17.57X Cap: $2.20B
  • View FRU Profile
  • View Questions on FRU

Q: How would you value fru and how relevant are those metrics to todays price?

Upvote 0

Read Answer Asked by Mike on May 30, 2019

• Descartes Systems Group Inc. (The) (DSG $137.91)
  • $137.91 P/E (TTM): 61.32X Cap: $11.80B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: comments please on the quarter and what weighting would you keep ?

Upvote 0

Read Answer Asked by blake on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO $306.42)
  • $306.42 P/E (TTM): 45.65X Cap: $12.25B
  • View IWO Profile
  • View Questions on IWO

Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

Upvote 0

Read Answer Asked by Danny-boy on May 30, 2019