Investment Q&A

• Bed Bath & Beyond Inc. (BBBY)
  • Cap: $32M
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Q: The last time you commented on Bed Bath Beyond was 6 months ago priced at $17. Now it is $10. Inventory is 40% of assets when looking at the 0.5x BV. Does it look at all interesting to you? Thanks

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Read Answer Asked by Patrick on July 19, 2019

• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
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• Verizon Communications Inc. (VZ $43.69)
  • $43.69 P/E (TTM): 10.07X Cap: $182.35B
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• Orange (ORAN)
  • P/E (TTM): 11.71X Cap: $29.65B
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• T-Mobile US Inc. (TMUS $252.05)
  • $252.05 P/E (TTM): 23.5X Cap: $283.92B
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Q: Hi,
The portfolio Analytics suggests that I hold 8% in communication. Currently I only have 2%, all in Telus. Could you please suggest 2-3 names in the sector, both in U.S. and international? thanks.

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Read Answer Asked by Martin on July 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO $77.10)
  • $77.10 Cap: $5.52B
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Q: Any reason for the drop of $1.71 to $47.09 today? When does the buy back($44-62)starts? Txs for u usual great views & services

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Read Answer Asked by Peter on July 19, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Savaria Corporation (SIS $21.29)
  • $21.29 P/E (TTM): 30.9X Cap: $1.50B
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Q: Both SIS & TSGI continue to be pounded,SIS $12.54 down 0.11,1yr low $11.41. TSGI $20.80 down 0.86,1yr low $20.25.Any reasons?Is it time to start a position in TSGI & add to my 3% position in SIS(p/p $17.28) Txs for u usual great services & views

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Read Answer Asked by Peter on July 19, 2019

• Vermilion Energy Inc. (VET $10.07)
  • $10.07 Cap: $1.55B
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Q: Hi Ryan Can I have your current take on Vet looking other energy companies the decline is moderate .
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan

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Read Answer Asked by Stan on July 18, 2019

• Vermilion Energy Inc. (VET $10.07)
  • $10.07 Cap: $1.55B
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Q: VET is in the red today on high volume. I don't see any news.
What are your current thoughts on the company?

Thanks
E.

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Read Answer Asked by EVAN on July 18, 2019

• Netflix Inc. (NFLX $1,217.76)
  • $1,217.76 P/E (TTM): 51.91X Cap: $520.65B
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Q: Thoughts on earnings and potential for the stock going forward?

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Read Answer Asked by dan on July 18, 2019

• Bitfarms Ltd. (BITF $1.80)
  • $1.80 Cap: $956M
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Q: Helllo,

What are your thoughts on Bitfarm. The stock more than tripled since this IPO two days ago.

Thanks

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Read Answer Asked by Guylain on July 18, 2019

• Wheaton Precious Metals Corp. (WPM $131.52)
  • $131.52 P/E (TTM): 71.57X Cap: $60.29B
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Q: Your thoughts please on the future of silver. Do you consider WPM a good investment at this time?

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Read Answer Asked by Dana on July 18, 2019

• Bank of Nova Scotia (The) (BNS $77.93)
  • $77.93 P/E (TTM): 16.21X Cap: $96.79B
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• Canadian Imperial Bank Of Commerce (CM $100.86)
  • $100.86 P/E (TTM): 12.49X Cap: $94.10B
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Q: Is there an economical / fundamental reason why banks have dipped this week ?

Between BNS AND CM which would you deem to be a better value buy at the present time ?

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Read Answer Asked by Ernest on July 18, 2019

• ARC Resources Ltd. (ARX $27.20)
  • $27.20 P/E (TTM): 6.51X Cap: $15.97B
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Q: Hi Team,

What do you think of ARX at this point? How safe is it?


Thanks!

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Read Answer Asked by Issaku on July 18, 2019

• Miscellaneous (MISC)
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Q: Your comment on CARL re return of capital was that CAR>UN 42% BPY 0% ....and CSH 97%
I appreciate clarify the meaning of return of capital significance and of the 4 IIP and CSH was the highest and BPY the lowest ,so which is better.
Thank you
ebrahim

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Read Answer Asked by ebrahim on July 18, 2019

Q: Do you have any guidelines for individual stock weightings based on market cap using less than 1 billion for small cap, 1 to 10 as mid cap and greater than 10 billion as large cap? Would the weightings apply to both the initial purpose and current market value?

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Read Answer Asked by Lynda on July 18, 2019

• Miscellaneous (MISC)
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Q: Hi 5i Group,
Does the CRA allow a person to hold a US dollar account within a RRSP or RRIF ?
Thanks,
Ken

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Read Answer Asked by kenneth on July 18, 2019

• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Hi 5i,

Could I get your current opinion on WORK and a potential investment in the company?

Thanks!

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Read Answer Asked by David on July 18, 2019

Q: With respect to ROC and reits. Should I as an investor with most assets in registered accounts avoid as a rule those reits with high ROC.
I assume ROC lowers the value of the company with each distribution . In a non registered account tax provisions allow one to offset the original coast by the same , this advantage is lost in a registered account.
Not being an accountant - am I missing something here?

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Read Answer Asked by Leon on July 18, 2019

• Cisco Systems Inc. (CSCO $70.91)
  • $70.91 P/E (TTM): 28.84X Cap: $282.66B
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• Open Text Corporation (OTEX $41.78)
  • $41.78 P/E (TTM): 12.42X Cap: $10.80B
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Q: Looking to start a position in 1 of these companies for a 2-4 year hold could you give me the pros and con of each and which you would select and why thanks

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Read Answer Asked by Greg on July 18, 2019

• Tesla Inc. (TSLA $344.70)
  • $344.70 P/E (TTM): 195.97X Cap: $1.09T
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Q: May I have your thoughts on Tesla? I was considering buying it for a short term trade to try to ride any waive of short covering—the short float seems high at 30% and I assume that there will have to be some degree of covering if the stock continues to recover a bit on good news. Can I have your opinion on such a trade? Thanks.

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Read Answer Asked by Jason on July 18, 2019

• Mandalay Resources Corporation (MND $5.40)
  • $5.40 P/E (TTM): 6.43X Cap: $507M
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Q: Peter and His Wonder Team
MND seems to be doing better recently and is up 13% today. Is it a contrarian buy, definite sell on this strength or a cautious hold. Your opinion please! Thank you as always!

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Read Answer Asked by Ernest on July 18, 2019

• Horizons US Marijuana ETF (HMUS)
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Q: Your thoughts on Horizons ETF HMUS.
As the states edges toward potential federal legalization.
Curaleaf's buying Grassroots, Constellation giving Linton the boot from Canopy.
It seems like focus is getting off the Canadian MJ market as the US grows.
ETF is down 30% since IPO
Thx Tim

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Read Answer Asked by Tim on July 18, 2019