Investment Q&A

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Morguard Corporation (MRC $117.84)
  • $117.84 P/E (TTM): 6.7X Cap: $1.26B
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Q: Hi Guys
I hold both these companies, both of which are trading at about half of book value. I was thinking of selling one of these and using the proceeds to top up the other holding. Looking forward a couple of years, and seeing which company has delivered better returns, which company would you favour and why.

Thanks

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Read Answer Asked by Stuart on September 24, 2020

• Constellation Software Inc. (CSU $4,909.70)
  • $4,909.70 P/E (TTM): 96.06X Cap: $97.47B
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Q: When will the Topicus be shares be listed on the venture and how long would you have to hold CSU in order to be eligible for the 1.86 Topicus shares for 1 CSU share?

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Read Answer Asked by JEFF on September 24, 2020

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.11)
  • $20.11 P/E (TTM): 50.74X Cap: $667M
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Q: Which account type is best from a withholding tax perspective?

Canadian listed US equity ETFs - RRSP or TFSA

Canadian listed International Equity ETFs(ZWE) - RRSP or TFSA

US listed US equity ETFs - RRSP or TSFA

US listed US stocks - RRSP or TFSA

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Read Answer Asked by EVAN on September 24, 2020

• Nomad Royalty Company Ltd. (NSR $9.67)
  • $9.67 P/E (TTM): 572.39X Cap: $594M
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Q: Your thoughts on the gold royalty company NSR.Thanks.

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Read Answer Asked by maurice on September 24, 2020

• Jacobs Solutions Inc. (J $148.56)
  • $148.56 P/E (TTM): 40.93X Cap: $17.71B
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Q: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks

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Read Answer Asked by Paul on September 24, 2020

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX $40.48)
  • $40.48 Cap: $549M
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Q: Hi Folks
I read in Bloomberg "investors are pricing in expectations of higher volatility around the elections ... In the stock market, investors have been purchasing volatility protection extending beyond November."
Can you please guide me what that volatility protection purchasing would actually be ? Is volatility protection only for investors who don't want to stomach the turbulence, or is there a broader interest in it? Many thanks for sharing your market wisdom.

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Read Answer Asked by TOM on September 24, 2020

• Nikola Corporation (NKLA)
  • Cap: $15M
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• Kensington Capital Acquisition Corp. Class A (KCAC)
  • P/E (TTM): -90.1X Cap: $579M
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Q: Could you provide an opinion on QuantumScape and its merger with KCAC as part of going public? Is this something you would endorse starting a small position in before the merged listing completes? Thank you as always.

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Read Answer Asked by Laxmyharan on September 24, 2020

• Appili Therapeutics Inc. (APLI $0.02)
  • $0.02 Cap: $2M
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Q: Your thoughts on APLI. Thanks

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Read Answer Asked by Charles on September 24, 2020

• Constellation Software Inc. (CSU $4,909.70)
  • $4,909.70 P/E (TTM): 96.06X Cap: $97.47B
  • View CSU Profile
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Q: hello 5i Research team,
Probably a very easy question: who are the “Jorday Group” and Ussel in the CSU spinoff? How would you rate them as significant shareholders? Do current Topicus.com B.V. CEO Daan Dijkhuizen who will be appointed CEO, and current TSS head Robin van Poelje future Chair have good pedigree?
Thank you for your collaboration, Eric

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Read Answer Asked by Eric on September 24, 2020

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I would like to start a position even though the IPO is quite new.
the price seems to be slowly creeping up. Thoughts?

Thanks, Lesley

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Read Answer Asked by Lesley on September 24, 2020

• Expedia Group Inc. (EXPE $195.76)
  • $195.76 P/E (TTM): 23.3X Cap: $24.82B
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• Uber Technologies Inc. (UBER $90.91)
  • $90.91 P/E (TTM): 15.68X Cap: $186.77B
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Q: Can You give your opinion on these two stocks in terms of valuation and potential returns within the next three years
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you

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Read Answer Asked by Indra on September 24, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Greenlane Renewables Inc. (GRN $0.10)
  • $0.10 Cap: $15M
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Q: Hello,do you think these 2 stocks will benefit from Trudeau's clean tech announcement and if not are their companies you would reccomend that could benefit from this...thanks

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Read Answer Asked by Greg on September 24, 2020

• XPEL Inc. (XPEL $33.98)
  • $33.98 P/E (TTM): 19.64X Cap: $928M
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Q: I'd like to get your more recent thoughts on a position in XPEL? Fundamentals look pretty good here. Thanks

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Read Answer Asked by Adam on September 24, 2020

• Cineplex Inc. (CGX $10.34)
  • $10.34 Cap: $660M
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• Cinemark Holdings Inc Inc. (CNK $25.20)
  • $25.20 P/E (TTM): 16.01X Cap: $2.86B
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• AMC Entertainment Holdings Inc. Class A (AMC $3.03)
  • $3.03 Cap: $1.26B
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• Imax Corporation (IMAX $25.43)
  • $25.43 P/E (TTM): 54.06X Cap: $1.33B
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Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.

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Read Answer Asked by Denis on September 24, 2020

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.10)
  • $55.10 Cap: $7.21B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.76)
  • $45.76 Cap: $17.45B
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Q: In your opinion which one would offer the best return over the next 5 years?

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Read Answer Asked by Terry on September 24, 2020

• RBC Quant U.S. Equity Leaders (CAD Hedged) ETF (RUEH $36.38)
  • $36.38 P/E (TTM): 16.9X
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Q: Could I get your opinion of this ETF, what it does, and why it seems to be standing up so well in the latest market unpleasantness?

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Read Answer Asked by John on September 24, 2020

• Air Canada Voting and Variable Voting Shares (AC $19.15)
  • $19.15 P/E (TTM): 5.25X Cap: $6.23B
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• NFI Group Inc. (NFI $18.56)
  • $18.56 Cap: $2.19B
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Q: Hi, I own NFI, which is down almost 50%. Would you recommend selling it for AC if dividend and sector are not my primary concerns? Thanks.

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Read Answer Asked by Keith on September 24, 2020

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you provide any info on the sale of shares. In your view, is this good or unusual and what does it say about the company going forward?

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Read Answer Asked by Keith on September 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Has this company been sold? Should I sell my shares now or should I wait for a certain date regarding the dividend?
Thank you

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Read Answer Asked by patricia on September 24, 2020

• Royal Bank of Canada (RY $184.29)
  • $184.29 P/E (TTM): 19.72X Cap: $257.05B
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• Toronto-Dominion Bank (The) (TD $100.31)
  • $100.31 P/E (TTM): 10.31X Cap: $173.55B
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• Bank of Nova Scotia (The) (BNS $77.39)
  • $77.39 P/E (TTM): 16.15X Cap: $95.94B
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Q: What is the current stock price per book value of the above 3 banks? The

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Read Answer Asked by Terry on September 24, 2020