Investment Q&A

• PrairieSky Royalty Ltd. (PSK $24.19)
  • $24.19 Fwd P/E: 26.66X Cap: $5.78B
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• Mattr Corp. (MATR $12.81)
  • $12.81 Cap: $792M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $7.01)
  • $7.01 Fwd P/E: 22.03X Cap: $757M
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Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K

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Read Answer Asked by Paul on November 14, 2019

• Live Oak Bancshares Inc. (LOB $31.74)
  • $31.74 Fwd P/E: 24.97X Cap: $1.46B
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• Kinsale Capital Group Inc. (KNSL $480.18)
  • $480.18 Fwd P/E: 27.85X Cap: $11.27B
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Q: Hi, your thoughts on KNSL and LOB?

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Read Answer Asked by Colin I on November 14, 2019

• MediPharm Labs Corp. (LABS $0.07)
  • $0.07 Cap: $29M
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Q: Hello Peter,
Medipharm labs reported a strong quarter and yet the stock took a tumble. Any comments please?

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Read Answer Asked by umedali on November 14, 2019

• Hardwoods Distribution Inc. (HDI)
  • Fwd P/E: 3.2X Cap: $633M
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Q: May I have your take on recent earnings, please. Also, your thoughts on HDI’s outlook given US housing starts, interest rates, etc.

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Read Answer Asked by Theodore on November 14, 2019

• Boyd Group Income Fund (BYD.UN)
  • Fwd P/E: 47.0X
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• Roku Inc. (ROKU $93.29)
  • $93.29 Cap: $13.68B
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Q: Is there currently a stock that 5I considers a "screaming buy" in Canada or the US for a short or long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 14, 2019

• Balanced Equity Portfolio (BEPORT)
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Q: From a valuation/prospects perspective (leaving aside portfolio considerations), what would you buy in BE today? Thanks!

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Read Answer Asked by Chris on November 14, 2019

• Global X Global Sustainability Leaders Index ETF (ETHI $54.34)
  • $54.34 Fwd P/E: 43.5X Cap: $113M
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Q: Is there a US equivalent to ETHI with a higher AUM? I like the etf but it’s still really small.

Thanks

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Read Answer Asked by Dennis on November 14, 2019

• CubeSmart (CUBE $41.08)
  • $41.08 Fwd P/E: 24.17X Cap: $9.36B
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Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.

cheers

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Read Answer Asked by kelly on November 13, 2019

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $602M
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Q: I have a half position in GUD. Would this be a good time to top up to a full position?

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Read Answer Asked by Larry M. on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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Q: Hi,
I have a 1% starter position in Goose. I was holding off on adding till after they reported. Would you add now during this pull back? Is the growth story still intact?
Thanks,
Kerri

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Read Answer Asked by KERRI on November 13, 2019

• Gildan Activewear Inc. (GIL $71.90)
  • $71.90 Fwd P/E: 20.68X Cap: $10.87B
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Q: BGE,BPY.UN ,COV, GIL ,LSPD ,MFI ,PBH ,QSR,ALL TSE stocks,which one to sell for tax loss
and which has a potential to comeback

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Read Answer Asked by Nizar on November 13, 2019

• Amarin Corporation plc (AMRN $15.82)
  • $15.82 Cap: $327M
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Q: FDA apparently has positive views on AMARIN's new drug Vascepa so approval for broad use seems likely; hence the recent pop. How much more upside does the stock have in the medium term.
Thanks for your insight.
Ian

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Read Answer Asked by Ian on November 13, 2019

Q: I'd be grateful to know of 5-10 stocks which can be purchased on the LSE. Blue chip, good dividend, long term hold (10-30 years), consistent past growth and future potential. For my neice in the UK. Many thanks in advance.

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Read Answer Asked by TOM on November 13, 2019

Q: Hello,

The following REITs make up 25% of my TFSA: NVU, NWU, CSH, DIR, HR
The following make up 10% of my TFSA: AD, SIA, AW

Other Holdings: AQN, BCE, BNS, BIP, BEP, ENB, FTS,SLF & T.

Am I too concentrated in REIT's? I am in my mid 60's.

Thank You.

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Read Answer Asked by Larry on November 13, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Hmm. Why did the shares tank today. The financials didn’t seem to look that bad.
Mike

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Read Answer Asked by Mike on November 13, 2019

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 Fwd P/E: 9.39X Cap: $1.69B
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Q: i have owned home capital since 20.00, their earnings were excellent, but up 5.00 seems excessive, i had a position, sold a little. whats do you think. dave

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Read Answer Asked by david on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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Q: Just to polish off the answer to Adam's question on GOOS, what do you reccomend to those holding the stock given all of the new info brought to light?

Sheldon

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Read Answer Asked by Sheldon on November 13, 2019

• Fortis Inc. (FTS $64.85)
  • $64.85 Fwd P/E: 19.51X Cap: $32.52B
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• Emera Incorporated (EMA $62.68)
  • $62.68 Fwd P/E: 21.02X Cap: $18.67B
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• Algonquin Power & Utilities Corp. (AQN $8.12)
  • $8.12 Cap: $6.23B
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Q: Why the sudden jump in these stocks today? I must have missed something?!

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Read Answer Asked by John on November 13, 2019

• Whitecap Resources Inc. (WCP $9.93)
  • $9.93 Fwd P/E: 6.33X Cap: $5.83B
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• Surge Energy Inc. (SGY $6.84)
  • $6.84 Cap: $681M
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Cardinal Energy Ltd. (CJ $7.06)
  • $7.06 Fwd P/E: 10.06X Cap: $1.13B
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Q: Please comment on their result and general assessment  or the stock.Also could you compare with SGY,TOG and WCP .
Thanks
Yossi

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Read Answer Asked by JOSEPH on November 13, 2019

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.42)
  • $17.42 Cap: $520M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.25)
  • $18.25 Cap: $1.19B
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Q: Hello 5i
I have CLF at 6% weight, the highest of the portfolio. I am tired of seeing it constantly dropping over these many years. Would it be of a benefit to exchange this for XLB with the higher dividends and what appears to be an up trend over time? I am 73 with a 60 /40 split, value investor seeking dividends holding some growth equities among the blue chips.
Thank you
Stanley

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Read Answer Asked by STANLEY on November 13, 2019