Investment Q&A

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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Q: Hi,
Can you please let me know your opinion on this ? I know this has been beaten down and this may not fit in your investment style. However based on the cash in hand and net assets do you think it's trading less than it's book value , ignoring other factors such as law suits, possible re-instatement of the licence, etc. Thanks

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Read Answer Asked by Dineth on December 30, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.73)
  • $15.73 P/E (TTM): 80.26X Cap: $1.52B
  • View GOOS Profile
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• Brookfield Office Properties Inc. Class AAA Preference Shares Series R (BPO.PR.R $17.17)
  • $17.17 Cap: $9.16B
  • View BPO.PR.R Profile
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Q: Hello 5i, I have a small position in the above listed stocks. I am down about 10%. Would you suggest that I keep them or take my losses and move on.? I appreciate your comments.
Carlo

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Read Answer Asked by Carlo on December 30, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.42)
  • $2.42 Cap: $574M
  • View ERE.UN Profile
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Q: Hi,

I am looking for a suitable replacement for Dream Global. What are your thoughts on European Residential Re Investment Trust as a replacement based on its current price?

Or, would you recommend a different one (outside Canada/USA)?

Thanks,

Craig

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Read Answer Asked by Craig on December 30, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.01)
  • $45.01 P/E (TTM): 79.12X Cap: $21.89B
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• Lundin Mining Corporation (LUN $15.74)
  • $15.74 Cap: $13.56B
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Q: If I felt I needed a copper miner in my portfolio, which would be the best company to add?

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Read Answer Asked by Edgar on December 30, 2019

• The AES Corporation (AES $12.99)
  • $12.99 P/E (TTM): 8.95X Cap: $9.19B
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• Alimentation Couche-Tard Inc. (ATD $70.34)
  • $70.34 P/E (TTM): 18.77X Cap: $66.04B
  • View ATD Profile
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Q: Could I have your top 5 Canadian and USA blue Chip stocks that fit the following critea: low payout ratios,dividend growth, strong cash flow in non cyclical parts of the market. Thanks as usual.

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Read Answer Asked by Lawrence on December 30, 2019

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
  • View PWF Profile
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• Power Corporation of Canada Subordinate Voting Shares (POW $56.94)
  • $56.94 P/E (TTM): 13.62X Cap: $36.62B
  • View POW Profile
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Q: I use the BTSX system in two of my portfolios. Its soon time to adjust for the new year. I have held PWF for a number of years due to its higher yield over POW.
I understand PWF will be merging with POW-any idea when?
Will that mean no more PWF? Will all shares be now be POW at the lower yield?
Will there be a premium for PWF shares?
Would you suggest a switch if there are still going to be two companies? Why?
Thanks
Jeff

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Read Answer Asked by JEFF on December 30, 2019

Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim

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Read Answer Asked by jim on December 30, 2019

• Acasti Pharma Inc. (ACST $0.58)
  • $0.58 Cap: $7M
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Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020

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Read Answer Asked by Peter on December 30, 2019

Q: What is the cost of the ETF news letter for a year?
Thanks
Dave

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Read Answer Asked by Dave on December 30, 2019

• Funko Inc. (FNKO $2.96)
  • $2.96 Cap: $135M
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Q: Dear Ryan and Peter,
I have quite some high tech and biomedical related stocks in my portfolio. I am wondering whether I can add FNKO to diversify my portfolio. I would like to get your opinions on FNKO.
Thank you,
Yiwen

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Read Answer Asked by Yiwen on December 30, 2019

• Cincinnati Bell Inc. Preferred Stock (CBB.P.B $49.98)
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Q: I was thinking of buying this for income before Brookfield bought CBB. It is still trading below par but I am concerned, that Brookfield could somehow "convert" the prefs to their common stock (BIP). I am not worried about it being called. Is this possible or am I being irrational?
Thanks

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Read Answer Asked by David on December 30, 2019

• BMO Equal Weight Banks Index ETF (ZEB $47.81)
  • $47.81 P/E (TTM): 12.49X Cap: $3.96B
  • View ZEB Profile
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.23)
  • $60.23 P/E (TTM): 24.19X Cap: $325M
  • View XST Profile
  • View Questions on XST
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.16)
  • $78.16 P/E (TTM): 1.27X Cap: $664M
  • View XIT Profile
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• Global X Marijuana Life Sciences Index ETF (HMMJ $8.57)
  • $8.57 P/E (TTM): 31.87X Cap: $53M
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Q: 5I Team,
I own IHI etf, I like it's limited number of stocks (10 top stocks 70%)
Can you please suggest few ETF that have limited number of stocks (any sector, US, Can, Global) ?
Thanks
Best regards

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Read Answer Asked by Djamel on December 27, 2019

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.76)
  • $41.76 P/E (TTM): 1011.41X Cap: $27.36B
  • View BIP.UN Profile
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• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $5.90)
  • $5.90 P/E (TTM): 17.59X Cap: $103M
  • View BGI.UN Profile
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Q: Bgi recently announced a change to the fund manager. Is this a good or indifferent change? Also, the fund has done quite well recently is there a reason such as recent buy back of shares or us this increase sustainable. Along with Bgi I also own Bip.un In the same riff account ( as a result of the Enercare takeout) I wonder if I should own both or is there an overlap?

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Read Answer Asked by Maggie on December 27, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.51)
  • $205.51 P/E (TTM): 83.42X Cap: $267B
  • View SHOP Profile
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  • View Reports on SHOP

Q: I'm a bit confused. Rumors say SHOP may be taken over by ??? Ebay, or others.
SHOP may be interested in acquiring FEDEX.
What is an investor to believe in any of this. On one hand if taken over there might be a 40% premium on their shares. On the other hand there will be a big hit on the shares if they buy FEDEX. How can there be such conflicting opinions/views/rumors/thoughts on this company?
What are 5i's opinions/views/rumors/thoughts?

Thanks
Jeff

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Read Answer Asked by JEFF on December 27, 2019

Q: If it's not too late, these books don't address all Jame's questions but are excellent books:

Retirement Income for Life, Frederick Vettesse
and
Your Retirement Income Blueprint Daryl Diamond

Cheers,
Michael

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Read Answer Asked by Michael on December 27, 2019

• Finning International Inc. (FTT $59.25)
  • $59.25 P/E (TTM): 12.26X Cap: $7.89B
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• Toromont Industries Ltd. (TIH $142.86)
  • $142.86 P/E (TTM): 23.68X Cap: $11.54B
  • View TIH Profile
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  • View Reports on TIH

Q: Hi,

What's your thoughts on FTT? I've held it for several years and I'm flat. Is there a better pick in this sector?
Thanks
Robert

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Read Answer Asked by Robert on December 27, 2019

• Catalent Inc. (CTLT)
  • Cap: $11.52B
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Q: Realizing [again] that this is an American listed co., can you provide an opinion on suitability for holding in a US$ RRIF? Is it a good company in your opinion?

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Read Answer Asked by steve on December 27, 2019

• Wallbridge Mining Company Limited (WM $0.07)
  • $0.07 Cap: $71M
  • View WM Profile
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Q: What is your opinion of the closing of the $7.9 million flow through for Wallbridge Mining? It looks like Eric Sprott has increased his holdings?

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Read Answer Asked by james on December 27, 2019

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
  • View PAT Profile
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Q: Why did PAT take such a hit after the deal with LAFC was announced?

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Read Answer Asked by terry on December 24, 2019

• Vermilion Energy Inc. (VET $10.00)
  • $10.00 Cap: $1.55B
  • View VET Profile
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Q: Hello, I'm looking to sell Vermilion for tax loss purposes and am looking to maintain similar sector exposure by replacing it with Whitecap. Do you think this a reasonable move or is there a name you would prefer over Whitecap in this scenario? Or would it be better to simply wait the 30 days and repurchase Vermilion? Thanks and Happy Holidays!

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Read Answer Asked by Nick on December 24, 2019