Investment Q&A

• Enbridge Inc. (ENB $64.30)
  • $64.30 P/E (TTM): 24.73X Cap: $140.53B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL $50.91)
  • $50.91 P/E (TTM): 18.02X Cap: $29.58B
  • View PPL Profile
  • View Questions on PPL
• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $24.20B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Capital Power Corporation (CPX $59.62)
  • $59.62 P/E (TTM): 20.88X Cap: $9.26B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Descartes Systems Group Inc. (The) (DSG $123.64)
  • $123.64 P/E (TTM): 52.75X Cap: $10.53B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• TFI International Inc. (TFII $144.01)
  • $144.01 P/E (TTM): 27.56X Cap: $12.25B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 105.39X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.93)
  • $47.93 P/E (TTM): 52.58X Cap: $21.95B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $84.32)
  • $84.32 P/E (TTM): 30.8X Cap: $4.55B
  • View EIF Profile
  • View Questions on EIF
• Vanguard S&P 500 Index ETF (VFV $167.56)
  • $167.56 P/E (TTM): 27.07X Cap: $27.37B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.59)
  • $103.59 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
  • View ATE Profile
  • View Questions on ATE
• Vanguard S&P 500 ETF (VOO $627.56)
  • $627.56 P/E (TTM): 27.51X Cap: $756.46B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Dividend Appreciation FTF (VIG $220.66)
  • $220.66 P/E (TTM): 24.09X Cap: $96.66B
  • View VIG Profile
  • View Questions on VIG
• Real Matters Inc. (REAL $5.80)
  • $5.80 Cap: $439M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.57)
  • $16.57 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Boyd Group Services Inc. (BYD $221.56)
  • $221.56 P/E (TTM): 217.31X Cap: $6.20B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• B2Gold Corp (Canada) (BTG $4.54)
  • $4.54 Cap: $5.97B
  • View BTG Profile
  • View Questions on BTG

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

Upvote 0

Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

Upvote 0

Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.40)
  • $0.40 Cap: $16M
  • View GRB Profile
  • View Questions on GRB

Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

Upvote 0

Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $11.80)
  • $11.80 P/E (TTM): 11.31X Cap: $431M
  • View FC Profile
  • View Questions on FC

Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

Upvote 0

Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $20.66)
  • $20.66 P/E (TTM): 91.0X Cap: $6.24B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Sienna Senior Living Inc. (SIA $21.03)
  • $21.03 P/E (TTM): 45.24X Cap: $1.98B
  • View SIA Profile
  • View Questions on SIA
• Ballard Power Systems Inc. (BLDP $3.61)
  • $3.61 Cap: $1.08B
  • View BLDP Profile
  • View Questions on BLDP
• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

Upvote 0

Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 45.82X Cap: $42.91B
  • View CLS Profile
  • View Questions on CLS

Q: As a momentum\ value play would you take a crack at CLS again? Thx

Upvote 0

Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 142.22X Cap: $299.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

Upvote 0

Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $40.00)
  • $40.00 P/E (TTM): 14.08X Cap: $1.78B
  • View LB Profile
  • View Questions on LB

Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

Upvote 0

Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $40.00)
  • $40.00 P/E (TTM): 14.08X Cap: $1.78B
  • View LB Profile
  • View Questions on LB

Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

Upvote 0

Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
  • View QUIS Profile
  • View Questions on QUIS

Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

Upvote 0

Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
  • View QUIS Profile
  • View Questions on QUIS

Q: What do you think of the earnings and the stock going forward?

Upvote 0

Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $43.09)
  • $43.09 Cap: $13.85B
  • View LYB Profile
  • View Questions on LYB
• Verizon Communications Inc. (VZ $39.82)
  • $39.82 P/E (TTM): 8.74X Cap: $170.38B
  • View VZ Profile
  • View Questions on VZ
• Ennis Inc. (EBF $18.07)
  • $18.07 P/E (TTM): 11.2X Cap: $464M
  • View EBF Profile
  • View Questions on EBF

Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

Upvote 0

Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

Upvote 0

Read Answer Asked by Robert on May 29, 2020

Q: Good Morning 5i, I am noticing a pickup in M&A. Your thoughts on if you think the next few months will see plenty of deals and I am very interested in which
Canadian listed companies you view as potential acquisition targets?

Thanks
Rob

Upvote 0

Read Answer Asked by Robert on May 29, 2020

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 76.7X Cap: $70.47B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.

Upvote 0

Read Answer Asked by Danny-boy on May 29, 2020

• ATS Corporation (ATS $38.38)
  • $38.38 Cap: $3.73B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Comments please on ATA’s latest Q. Showing weakness even following analyst upgrade.
Thank you

Upvote 0

Read Answer Asked by Marty on May 29, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
  • View MMX Profile
  • View Questions on MMX

Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

Upvote 0

Read Answer Asked by Dave on May 29, 2020

• Manulife Financial Corporation (MFC $49.92)
  • $49.92 P/E (TTM): 15.42X Cap: $84.03B
  • View MFC Profile
  • View Questions on MFC
• Great-West Lifeco Inc. (GWO $66.90)
  • $66.90 P/E (TTM): 15.2X Cap: $61.93B
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF $84.86)
  • $84.86 P/E (TTM): 21.09X Cap: $47.13B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,540.97)
  • $2,540.97 P/E (TTM): 8.39X Cap: $53.04B
  • View FFH Profile
  • View Questions on FFH
• Intact Financial Corporation (IFC $283.72)
  • $283.72 P/E (TTM): 23.46X Cap: $50.50B
  • View IFC Profile
  • View Questions on IFC
• Power Corporation of Canada Subordinate Voting Shares (POW $72.42)
  • $72.42 P/E (TTM): 15.21X Cap: $46.44B
  • View POW Profile
  • View Questions on POW

Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

Upvote 0

Read Answer Asked by Lawrence on May 29, 2020

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $985M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Cloud MD vs Well Health: is there a choice here or should I buy both?
I sold Well at $3.43 before it collapsed. New price is tempting to get back in. Thanks.

Upvote 0

Read Answer Asked by george on May 29, 2020

Q: Hi 5iTeam,
Suppose I have $250k in each of my RRSP , margin, TFSA, RESP and cash for a total of $1,250k with a brokerage firm. If the firms becomes insolvent, how could CIPF cover my investments? And would CDIC come into play in the aforementioned scenario?
Cheers,

Upvote 0

Read Answer Asked by Harry on May 29, 2020