Investment Q&A

• Chemtrade Logistics Income Fund (CHE.UN $13.37)
  • $13.37 P/E (TTM): 12.55X Cap: $1.50B
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Q: Further to your response on CHE.UN. I own the Convertible debentures that are due in 06/2021.
Given their balance sheet etc, do you feel these are safe to hold?

Thanks

Sheldon

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Read Answer Asked by Sheldon on February 14, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 102.05X Cap: $1.86B
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Q: Looked like a good Q, would you be buying on the dip? Sell-on news sort of situation?

Thanks!
Dave

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Read Answer Asked by David on February 14, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 102.05X Cap: $1.86B
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Q: Re your answer to Kim today on this company and its earnings.

Pre market the stock was up 5% or so. Then the retail sales announcment came out and in real time the stock is down 10%.

Does the terribly weak retail sales announcement overshadow the great earnings, because the market feels this weakness will breach GOOS earnings in the future?

Should this change my investment outlook on the stock? Would you recommend holding at this point?

Thanks

Sheldon

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Read Answer Asked by Sheldon on February 14, 2019

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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Q: another quarter of fantastic earnings, dividend raise , roe incredible etcetc,
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave

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Read Answer Asked by david on February 14, 2019

• Chemtrade Logistics Income Fund (CHE.UN $13.37)
  • $13.37 P/E (TTM): 12.55X Cap: $1.50B
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Q: Please comment on price reaction to (lack of) earnings report. Seems to be an over reaction or was there a major surprise?
Happy Valentines Day Ladies and Gentlemen.
Gord

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Read Answer Asked by gord on February 14, 2019

• New Gold Inc. (NGD $10.31)
  • $10.31 P/E (TTM): 37.23X Cap: $8.16B
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Q: Any colour on today's announcement would be appreciated

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Read Answer Asked by Leo on February 14, 2019

• Miscellaneous (MISC)
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Q: Hello 5i, In response to Keith' question on Feb. 14 about setting up his RRIF. Two books he might find useful would be: Your Retirement Income Blueprint by Daryl Diamond, also Retirement Income for Life by Frederick Vettese.

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Read Answer Asked by Frank on February 14, 2019

• Canadian Tire Corporation Limited (CTC $246.46)
  • $246.46 P/E (TTM): 18.02X Cap: $13.32B
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Q: CTC earnings don't seem as bad as all that. I am tempted to add a bit. Your thoughts please. Thank-you.

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Read Answer Asked by Alex on February 14, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 16.41X Cap: $2.15B
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Q: Good morning 5i,

Could you comment on news out of TOY?

Thanks!

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Read Answer Asked by David on February 14, 2019

Q: Very interesting!!
WHY DOLLAR COST AVERAGING BEATS BUYING THE DIP!
A Josh Brown YouTube.
https://www.youtube.com/watch?v=4dswzb-8nHk&t=311s

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Read Answer Asked by Joseph on February 14, 2019

• Ivanhoe Mines Ltd. (IVN $14.41)
  • $14.41 P/E (TTM): 35.87X Cap: $19.49B
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Q: Can I get your opinion on this co. thanks

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Read Answer Asked by jim on February 14, 2019

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.64)
  • $18.64 Cap: $777M
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• Cohen & Steers Quality Income Realty Fund Inc (RQI $12.04)
  • $12.04 Cap: $1.61B
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Q: Greetings,

I am currently reviewing holdings as i have taken over management of my own US 401K. I generally prefer to hold the individual stocks over paying management fees, however, as I research this fund, the fees seem to be worth it in this case and i certainly like the monthly dividend as i head into retirement in the next couple of years. Your thoughts on this one?

Thanks

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Read Answer Asked by kelly on February 14, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Any thoughts on their planned conversion to a REIT and effect on the way they view their business, future interest rate increases, etc. Will it likely become another H&R style REIT?

Thanks for your expertise.

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Read Answer Asked by Stephen on February 14, 2019

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.83)
  • $51.83 P/E (TTM): 4.95X Cap: $3.46B
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• Vanguard Growth ETF Portfolio (VGRO $42.84)
  • $42.84 P/E (TTM): 1.08X Cap: $8.19B
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Q: Hi, could u tell me if there is much overlap between these two funds, XAW and VGRO, if not, do u think they would compliment each other, thanks?

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Read Answer Asked by Pat on February 14, 2019

• Victoria Gold Corp. (VIT)
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Q: what is your opinion of victoria gold as an investment

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Read Answer Asked by daniel on February 14, 2019

• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 92.64X Cap: $5.93B
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.61X Cap: $31.05B
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Q: Hello,question concerning the changes on the Income portfolio, H and CSH are been added to the portfolio jan.16,why we are not been notified on the change in real time, i've also noticed the change on the chart the Yearly dosen't give me the performance since Inception why the changes ?
Thank You
Daniel

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Read Answer Asked by DANIEL on February 14, 2019

• Saputo Inc. (SAP $33.31)
  • $33.31 Cap: $13.72B
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• RioCan Real Estate Investment Trust (REI.UN $18.67)
  • $18.67 P/E (TTM): 19.78X Cap: $5.50B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.20)
  • $17.20 P/E (TTM): 4.0X Cap: $2.13B
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Q: Hello, could you comment on REI and KMP reits, and Saputo earnings?
Thank you
Stephane

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Read Answer Asked by Stephane on February 14, 2019

• Atlantica Sustainable Infrastructure plc (AY)
  • Cap: $2.55B
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Q: Any opinion on this and its sponsor - AQN?
Are its dividends treated like "normal" US dividends for tax purposes - that is I'm assuming NOT as an MLP with ~35% w/h tax for Canadians?

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Read Answer Asked by David on February 14, 2019

• Brookfield Property REIT Inc. (BPR)
  • P/E (TTM): 0.5X
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• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
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Q: Which one is a better buy ? BPY or BPR

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Read Answer Asked by Qurban on February 14, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $223.61)
  • $223.61 P/E (TTM): 73.77X Cap: $11.29B
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Q: Hi there, can I please get your opinion on Colliers' quarterly results? Also, your thoughts on Colliers as a company? Thanks!

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Read Answer Asked by Michael on February 14, 2019