Investment Q&A

• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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Q: What are your views of the management changes at Vermillion. I do not thinks running a company by committee is a very good idea. Your thoughts please.

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Read Answer Asked by Gerry on May 26, 2020

• Gilead Sciences Inc. (GILD $112.46)
  • $112.46 P/E (TTM): 23.78X Cap: $142.44B
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• Johnson & Johnson (JNJ $170.74)
  • $170.74 P/E (TTM): 18.61X Cap: $411.92B
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• Procter & Gamble Company (The) (PG $150.51)
  • $150.51 P/E (TTM): 23.91X Cap: $353.46B
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Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

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Read Answer Asked by thambirajah on May 26, 2020

• Invesco China Technology ETF (CQQQ $47.29)
  • $47.29 P/E (TTM): 4.22X Cap: $1.22B
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Q: With the impending delisting of Chinese companies in the US mkt., what is your opinion on CQQQ, Chinese tech ETF.? Thank you, Fooklin

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Read Answer Asked by Fooklin on May 26, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.37)
  • $77.37 P/E (TTM): 16.21X Cap: $13.46B
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• Parkland Corporation (PKI $39.14)
  • $39.14 P/E (TTM): 34.62X Cap: $6.70B
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• Aecon Group Inc. (ARE $19.14)
  • $19.14 Cap: $1.21B
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Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.

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Read Answer Asked by David on May 26, 2020

• Dollar Tree Inc. (DLTR $115.66)
  • $115.66 Cap: $24.15B
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Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N

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Read Answer Asked by ron on May 26, 2020

• Wingstop Inc. (WING $338.57)
  • $338.57 P/E (TTM): 60.81X Cap: $9.45B
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Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn

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Read Answer Asked by Dawn on May 26, 2020

• L3Harris Technologies Inc. (LHX $278.22)
  • $278.22 P/E (TTM): 33.01X Cap: $52.02B
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Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!

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Read Answer Asked by Michael on May 26, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.61)
  • $15.61 P/E (TTM): 21.3X Cap: $1.50B
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Q: What are your thoughts on GOOS? Would you buy it today?

Thanks

Dave

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Read Answer Asked by David on May 26, 2020

• Broadcom Inc. (AVGO $292.93)
  • $292.93 P/E (TTM): 108.1X Cap: $1.40T
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• Duke Energy Corporation (Holding Company) (DUK $124.00)
  • $124.00 P/E (TTM): 20.38X Cap: $96.51B
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• JPMorgan Chase & Co. (JPM $291.37)
  • $291.37 P/E (TTM): 14.2X Cap: $817.77B
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• NextEra Energy Inc. (NEE $71.18)
  • $71.18 P/E (TTM): 24.62X Cap: $145.24B
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• AT&T Inc. (T $27.77)
  • $27.77 P/E (TTM): 17.02X Cap: $197.92B
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Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

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Read Answer Asked by Mark on May 26, 2020

• First National Financial Corporation (FN $48.16)
  • $48.16 P/E (TTM): 15.75X Cap: $2.88B
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Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.

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Read Answer Asked by David on May 26, 2020

• Real Matters Inc. (REAL $5.55)
  • $5.55 P/E (TTM): 197.85X Cap: $398M
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Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

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Read Answer Asked by kenneth on May 26, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.45)
  • $54.45 Cap: $7.19B
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Q: Can you please explain why BIPC trades at such a significant premium to BIP.UN. I hold both now in rrif and tfsa accounts and read BIPC is structured to provide equivalent returns to BIP.UN. Yet as I’m writing this BIP.UN is $55.65 while BIPC is $62.06. I thought both units held the same securities and differed only in structure- partnership versus corporation for some tax reasons. BIPC is said to be exchangeable to BIP.UN yet why do this at a current loss of close to $7 /unit.
Thanks for your help,
Steve

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Read Answer Asked by Steve on May 26, 2020

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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• Loblaw Companies Limited (L $226.87)
  • $226.87 P/E (TTM): 27.63X Cap: $67.45B
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• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $101.51B
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• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.50B
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• WSP Global Inc. (WSP $285.34)
  • $285.34 P/E (TTM): 51.42X Cap: $36.74B
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• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.25B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Boyd Gaming Corporation (BYD $83.25)
  • $83.25 P/E (TTM): 13.71X Cap: $6.69B
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Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.

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Read Answer Asked by Dona on May 26, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.45)
  • $54.45 Cap: $7.19B
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Q: Hi 5i,

I'm quite surprised at the premium of BIPC vs the LP. I am tempted to sell all my BIPC and buy the LP units to get more units and the higher dividend yield. If I don't make the trade, do you think the premium would persist? Or, is there something the company could/would do to remove the premium (e.g. issue more shares of BIPC only or make the units exchangeable both ways). Is that a risk of losing the premium then?

TIA!

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Read Answer Asked by Wayne on May 26, 2020

• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 83.43X Cap: $348.31B
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Q: Looking at some of the data under the company tab, I see good profitably ratios but the book value is negative and the return on equity is -111. %. What does a negative ROE mean - is at an artifact of the negative book value?

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Read Answer Asked by Ross on May 26, 2020

• LiveRamp Holdings Inc. (RAMP $32.05)
  • $32.05 Cap: $2.16B
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Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons

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Read Answer Asked by Olivier on May 26, 2020

Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.

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Read Answer Asked by Ross on May 26, 2020

• Killam Apartment Real Estate Investment Trust (KMP.UN $18.23)
  • $18.23 P/E (TTM): 3.47X Cap: $2.17B
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Q: Hi,
It is it a good entry point for KMP or will they be effected by the COVID-19 situation?
Also can you indicate the top 3 residential REIT, that would be safe to buy now?

Thank you

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Read Answer Asked by Edward on May 26, 2020

• Amgen Inc. (AMGN $300.08)
  • $300.08 P/E (TTM): 27.06X Cap: $162.35B
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• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
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• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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• PayPal Holdings Inc. (PYPL $67.83)
  • $67.83 P/E (TTM): 15.08X Cap: $64.97B
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• QUALCOMM Incorporated (QCOM $146.71)
  • $146.71 P/E (TTM): 14.32X Cap: $159.16B
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• Regeneron Pharmaceuticals Inc. (REGN $569.90)
  • $569.90 P/E (TTM): 14.21X Cap: $60.57B
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• Roper Technologies Inc. (ROP $537.93)
  • $537.93 P/E (TTM): 39.09X Cap: $58.80B
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• Atlassian Corporation (TEAM $185.44)
  • $185.44 Cap: $48.74B
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• Twilio Inc. Class A (TWLO $124.65)
  • $124.65 Cap: $19.20B
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• Veeva Systems Inc. Class A (VEEV $281.46)
  • $281.46 P/E (TTM): 59.73X Cap: $46.61B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• RTX Corporation (RTX $156.33)
  • $156.33 P/E (TTM): 45.99X Cap: $210.65B
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Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

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Read Answer Asked by Michael on May 26, 2020

• Viemed Healthcare Inc. (VMD $6.32)
  • $6.32 P/E (TTM): 19.77X Cap: $239M
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Q: Like the TV detective Columbo I have "one more question". Why does VMD only have one analyst and PTQ has 5. Even though there seems to be more interest (volume and $) /activity in VMD shares than the PTQ shares.

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Read Answer Asked by mike on May 26, 2020