Investment Q&A

• CannTrust Holdings Inc. (TRST)
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Q: Hello, 3rd request in 2 days
What is the outlook for this company going forward? Thank you

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Read Answer Asked by Frank on May 03, 2019

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
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Q: Good day,
Your views please on this cannabis stock and on the purchase today which propelled the price 15% ?
Is it advisable to buy more in this high growth phase, or just how or sell ?

Thank you for being so helpful and efficient,

Jacques D.

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Read Answer Asked by Jacques on May 03, 2019

• Gildan Activewear Inc. (GIL)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: What would be your preference today of these two stocks in the consumer sector?

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Read Answer Asked by Mark on May 03, 2019

• Xylem Inc. New (XYL)
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• Global Water Resources Inc. (GWR)
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• Invesco S&P Global Water Index ETF (CGW)
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Q: Hello 5i: I hold GWR and would like to add to Water specifically. Your ideas would be appreciated. Thank you. Barbara

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Read Answer Asked by Barbara on May 03, 2019

• Constellation Software Inc. (CSU)
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• Open Text Corporation (OTEX)
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Q: If you already had a 3.5% weighting in OTEX and none in CSU, now that earnings have come out, would you add to OTEX up to 6% weighting or start a CSU position instead?...& please explain your preference and if quarterly results hadn’t just come out would you have made a different choice.
Please consider that I am looking to hold for 5 or more years.

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Read Answer Asked by Geoffrey on May 03, 2019

• BMO Aggregate Bond Index ETF (ZAG)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: Good Morning, I have been watching ZAG and XBB in order to deploy cash. Not sure when is a good entry point? I know we cannot time the market but what would you suggest I should look for (e.g.. off it's 52 wk high, net asset value etc). Which one would you prefer ZAG or XBB. Thank you. Heather

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Read Answer Asked by Heather on May 03, 2019

• Tesla Inc. (TSLA)
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Q: Do you think the bottom is in on Tesla? Trading way below 200 day moving average, and share issuance just announced should silence concerns of cash crunch for next while.

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Read Answer Asked by Jason on May 03, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: The access I have to consensus estimates shows Couche-Tard is expected to make $3.42US in 2019 and $3.37US in 2020. Can I get you to confirm if this is accurate? If accurate, what accounts for the drop in earnings expected in 2020?

Thanks.

John

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Read Answer Asked by john on May 03, 2019

• AltaGas Ltd. (ALA)
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Q: Hi 5i Guys,
What is your opinion on ALA's results and what do you think the outlook is for the stock going forward?
Would you suggest a Buy, Sell or Hold for the stock? What would you consider as "Danger Signals" that would suggest it may be time to exit the stock?
Thanks
Tom

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Read Answer Asked by Thomas on May 03, 2019

Q: Hi 5i team,
To clarify your answer to James’ question today (May 1) regarding cannabis ETFs with some US holdings. In your answer, you mentioned MJ, HMMJ and HMUS. How about MJJ? Would your answer be different with MJJ being most suitable for James’ desire for cannibis ETF with more US exposure?

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Read Answer Asked by Willie on May 03, 2019

• Madalena Energy Inc. (MVN)
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Q: Hi guys. what are your thoughts on MADALENA ENERGY INC (MVN) ? Thanks a lot.

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Read Answer Asked by Stéphane on May 03, 2019

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
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Q: If a Canadian stock listed on a Canadian exchange why did I just pay U.S. dollars for it ? The stock is FIH.U... It makes no sense to me to not trade in the currency of the country that both the company of origin and the stock is sold in. Are there other stocks like this ? I've never run into this before.

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Read Answer Asked by Garth on May 03, 2019

• Questor Technology Inc. (QST)
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Q: Questor recently posted on their website a presentation to Altacorp in April. In the presentation they state that in the first quarter (Jan 1, 2019 -March 31. 2019) they shipped 39% of their rental fleet to a new customer in the Bakken. This would seem to be significant news yet no press release was issued. Are companies obliged to disclose material contracts or is that at their discretion?

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Read Answer Asked by Murray on May 03, 2019

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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Q: I have a half position in both of these companies. I am looking to increase one of them to a full position. Which one would you choose and why?

Thanks Ken

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Read Answer Asked by Ken on May 03, 2019

• Suncor Energy Inc. (SU)
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• Gildan Activewear Inc. (GIL)
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Q: Hello 5i,

I only have enough cash for one position. Which of SU or GIL would you pick up first?

Or would you wait for the dust to settle. I will be purchasing both eventually once I dispose of other holdings.

In order of preference please.

Thanks,

KC

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Read Answer Asked by Kelly on May 03, 2019

• Alphabet Inc. (GOOG)
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• STEP Energy Services Ltd. (STEP)
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Q: STEP has gone down substantially hold,buy or sell?
GOOG is it a good buy?
I am burnt in both

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Read Answer Asked by Nizar on May 03, 2019

• Fortis Inc. (FTS)
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Q: Could you share your thoughts on Earnings Report. Adjusted earnings +5.7% and debt repayment looked positive. Now a 99% regulated utility, is this a good thing in your opinion?

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Read Answer Asked by Ted on May 03, 2019

• Garmin Ltd. (Switzerland) (GRMN)
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Q: Hello Peter,
Could you give your opinion on Garmin. It is taking a hit today. The stock is a bit expensive. The quarterly results were marginally better and the company maintained its guidance. However the stock has been in a decline past few weeks. Is it time to cash in the profits?

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Read Answer Asked by Rajiv on May 03, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• MEG Energy Corp. (MEG)
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• Kelt Exploration Ltd. (KEL)
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Q: Hi group appreciate your comments on energy I recently bought Kelt + Meg (ahead of earnings) both stocks almost instantly dropped 10% +> what's you thoughts on these two buy sell or hold (earnings just starting on energy companies and they are expected to be positive for most part. Also comment on on Cigi the quarterly results were not well received and the stock has been hit accordingly- sell or continue to hold - deduct credits accordingly and thanks for your help

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Read Answer Asked by Terence on May 03, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Summit Industrial Income REIT (SMU.UN)
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• WPT Industrial Real Estate Investment Trust (WIR.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree

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Read Answer Asked by Desiree on May 03, 2019