Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Chartwell Retirement Residences (CSH.UN $19.50)
  • $19.50 P/E (TTM): 88.32X Cap: $5.65B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $42.38)
  • $42.38 P/E (TTM): 1038.16X Cap: $19.50B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hello 5i
The P/E for BIP BEP and CSH seem a bit odd. Would you please explain the reasoning of these P/E's?
Thank you
Stanley

Upvote 0

Read Answer Asked by STANLEY on May 22, 2019

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
  • View OSB Profile
  • View Questions on OSB

Q: Hi 5i - Guys
OSB is taking a pounding. Is it time to get out or should I just hold my nose and wait for better days?
Your opinions are appreciated.

Upvote 0

Read Answer Asked by Thomas on May 22, 2019

• Tucows Inc. (TC $24.17)
  • $24.17 Cap: $272M
  • View TC Profile
  • View Questions on TC

Q: What do you think of Tucows after the recent blowout? Amazing ROE on the 5 and 10 yr.

Upvote 0

Read Answer Asked by Don on May 22, 2019

• goeasy Ltd. (GSY $209.38)
  • $209.38 P/E (TTM): 12.79X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi,

If you had to initiate an opening position into GSY, what % would you allocate?
Considering I hold half of the growth portfolio and various etf's for diversification.
Thank you.

Upvote 0

Read Answer Asked by Rino on May 22, 2019

• High Liner Foods Incorporated (HLF $15.84)
  • $15.84 P/E (TTM): 7.23X Cap: $461M
  • View HLF Profile
  • View Questions on HLF
  • View Reports on HLF

Q: I own a small position in HLF (775 shares). Would you suggest dumping them even if at small loss to get that money working somewhere smarter or is there hope for a share price recovery in the near-term (next 12 months)? My take is that there have been some decisions made to correct the course but I am not super optimistic. Any thoughts appreciated.
Thx,
M.

Upvote 0

Read Answer Asked by Marilou on May 22, 2019

• Pan American Silver Corp. (PAAS $50.27)
  • $50.27 P/E (TTM): 24.73X Cap: $17.78B
  • View PAAS Profile
  • View Questions on PAAS

Q: I currently hold PAAS. Since the gold/silver ratio is at record highs and there is ' blood in the streets ' for silver stocks is PAAS a strong buy for a long term hold ?

Upvote 0

Read Answer Asked by Christopher on May 22, 2019

• Senvest Capital Inc. (SEC $335.00)
  • $335.00 P/E (TTM): 5.14X Cap: $874M
  • View SEC Profile
  • View Questions on SEC

Q: Hello,
Can you please comment on recent earnings for Senvest Capital. It is off its highs from around $250 and I was wondering if maybe this is a good entry point to buy assuming you feel recent earnings were solid.

Thank you for your opinion,
Jerry

Upvote 0

Read Answer Asked by jerry on May 22, 2019

• Granite Real Estate Investment Trust (GRT.UN $78.28)
  • $78.28 P/E (TTM): 20.85X Cap: $4.77B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
  • View SMU.UN Profile
  • View Questions on SMU.UN
  • View Reports on SMU.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
  • $12.26 P/E (TTM): 25.6X Cap: $3.61B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim

Upvote 0

Read Answer Asked by yun on May 22, 2019

• Stamps.com Inc. (STMP $329.61)
  • $329.61 P/E (TTM): 50.13X Cap: $6.07B
  • View STMP Profile
  • View Questions on STMP

Q: What is this stock's strategy for stepping back from the U.S. Postal Service and what are it's long-term goals. Will the drop in price be short-term? Will there be a buying opportunity again at some point? Thank you for any insight.

Upvote 0

Read Answer Asked by Sandy on May 22, 2019

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
  • View GEN Profile
  • View Questions on GEN
• Twilio Inc. Class A (TWLO $104.25)
  • $104.25 P/E (TTM): 1090.8X Cap: $16.41B
  • View TWLO Profile
  • View Questions on TWLO
• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
  • View SPLK Profile
  • View Questions on SPLK

Q: Hi 5I,
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen

Upvote 0

Read Answer Asked by Jennifer on May 22, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Can you please explain why there is tax withholding on these shares? Also, what percentage was withheld? Is the company domiciled in Bermuda?

Upvote 0

Read Answer Asked by Cory on May 22, 2019

• RBC Canadian Equity Income Class Series T5 (RBF3077 $15.84)
  • $15.84 P/E (TTM): 14.1X
  • View RBF3077 Profile
  • View Questions on RBF3077
• PH&N Monthly Income Class Series T5 (RBF3316 $9.95)
  • $9.95 P/E (TTM): 16.5X
  • View RBF3316 Profile
  • View Questions on RBF3316
• Manulife Dividend Income Class Series T6 (MMF9108 $17.18)
  • $17.18 P/E (TTM): 32.0X Cap: $28M
  • View MMF9108 Profile
  • View Questions on MMF9108
• Manulife Monthly High Income Class Series T6 (MMF9733 $12.05)
  • $12.05 P/E (TTM): 23.5X Cap: $37M
  • View MMF9733 Profile
  • View Questions on MMF9733

Q: Gentlemen,
I have 15% PF to invest. Can you please suggest at least 4 corporate class mutual funds for income. (deferred tax for corporate account)
Thanks,
Regards

Upvote 0

Read Answer Asked by Djamel on May 21, 2019

• Atlassian Corporation (TEAM $174.32)
  • $174.32 Cap: $47.83B
  • View TEAM Profile
  • View Questions on TEAM
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

Upvote 0

Read Answer Asked by Brad on May 21, 2019

Q: Can you comment on the above company? Would it be safe for a small holding? Thank you rose

Upvote 0

Read Answer Asked by Rose on May 21, 2019

• Obsidian Energy Ltd. (OBE $8.66)
  • $8.66 Cap: $576M
  • View OBE Profile
  • View Questions on OBE

Q: With the recent news on Obsidian energy seeking $100 million of unsecured fixed income, How does one find out what OBE's bond rating is? B plus or higher or lower?
Not an investor of this company, I just find this strange in the present environment, but understand why they would pursue this avenue.

Thanks, Barry

Upvote 0

Read Answer Asked by Barry on May 21, 2019

• Maple Gold Mines Ltd. (MGM $1.31)
  • $1.31 Cap: $65M
  • View MGM Profile
  • View Questions on MGM
• Brightstar Lottery Ord Shs (IGT)
  • Cap: $3.29B
  • View IGT Profile
  • View Questions on IGT

Q: Hello 5i
Please give your thoughts/opinions on MGM Resorts and International Game Technology, presently, and their prospects going forward. Would you own them today? Thank you, Bill

Upvote 0

Read Answer Asked by William on May 21, 2019

• Restaurant Brands International Inc. (QSR $85.81)
  • $85.81 P/E (TTM): 23.4X Cap: $38.81B
  • View QSR Profile
  • View Questions on QSR

Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?

Upvote 0

Read Answer Asked by Aleem on May 21, 2019

• Allied Properties Real Estate Investment Trust (AP.UN $19.88)
  • $19.88 Cap: $2.53B
  • View AP.UN Profile
  • View Questions on AP.UN
• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
  • View SMU.UN Profile
  • View Questions on SMU.UN
  • View Reports on SMU.UN
• Morguard North American Residential Real Estate Investment Trust (MRG.UN $18.46)
  • $18.46 P/E (TTM): 24.01X Cap: $972M
  • View MRG.UN Profile
  • View Questions on MRG.UN

Q: I would like to add one of AP.UN, MRG.UN, or SMU.UN to my REIT holdings. Can you rank them in terms of which one will likely provide the best combined return (on yield and growth) for a three year hold? Or if there others I should also consider? Thanks.

Upvote 0

Read Answer Asked by Victor on May 21, 2019

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $39.95)
  • $39.95 P/E (TTM): 0.66X Cap: $1.49B
  • View XIN Profile
  • View Questions on XIN
• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $35.30)
  • $35.30 P/E (TTM): 32.43X Cap: $256M
  • View XEH Profile
  • View Questions on XEH

Q: XIN makes-up 1.50% of my portfolio. Should I add to it or purchase shares of XEH as suggested?
Thank's for your comments.
Ron

Upvote 0

Read Answer Asked by Ronald on May 21, 2019

Q: My question is about deciding when to invest. I've used your resources to come up with an income portfolio; however, I'm curious if you have any sort of outlook on the optimal time to begin? Also, as a student, would you advise I hold off until I have more disposable income?
Thanks!

Upvote 0

Read Answer Asked by Broedy on May 21, 2019