Investment Q&A

Q: Hi,
When you provide a % allocated to gold, should we add our stocks and bullion together?
For example, I own KL and WM in terms of stocks and also PHYS. I always see the stocks as an type of investment and PHYS as another (commodity/currency) and don't really add them together when looking at the % of the portfolio. is this a mistake?
I know they are closely linked but would appreciate your thoughts on how investors should view these when setting up their portfolios.
Thanks,
Dan

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Read Answer Asked by Daniel on May 26, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.85)
  • $42.85 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.38)
  • $54.38 Cap: $7.19B
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Q: Is BIP.UN looking attractive at current prices?
If held in a non-reg account, does it still get the dividend tax credit?
Is it best held in a reg or non-reg account and why?
TIA!

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Read Answer Asked by Brenda on May 26, 2020

• Bank of Nova Scotia (The) (BNS $76.85)
  • $76.85 P/E (TTM): 16.04X Cap: $95.44B
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Q: Based on quarterly results and statements from CEO Porter on BNS’s liquidity and loan losses, if I didn’t have any bank positions right now, would you start a position in BNS now or wait a bit or would you prefer a different bank?

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Read Answer Asked by Geoffrey on May 26, 2020

• TELUS Corporation (T $21.88)
  • $21.88 P/E (TTM): 27.27X Cap: $32.94B
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Q: If the Liberals join others in denouncing the use of Hussein technology in Canada, what would be the ramifications for Telus? Would they have to replace their use and what might be the cost? Thank you.

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Read Answer Asked by Steve on May 26, 2020

• Constellation Software Inc. (CSU $4,744.90)
  • $4,744.90 P/E (TTM): 98.53X Cap: $101.51B
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Q: Hi, Just a clarification on Terry's question - CP24 showing Constellation Software Flt1 trades between $125-130 - I think, these quotes are for CSU Floating Rate Debentures Series 1.

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Read Answer Asked by rajeev on May 26, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Good morning 5i
In your/my portfolio tracking which symbol should I use to track flutter shares?
Thanks
Jeremy

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Read Answer Asked by Jeremy on May 26, 2020

• IBI Group Inc. (IBG $19.48)
  • $19.48 P/E (TTM): 24.26X Cap: $1.74B
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Q: IBI has a good looking balance sheet and seems to be in a business with lots of potential upside. However, their long-term chart is abysmal. Given their predicted growth prospects, is this a reasonable, low-key speculation for the next 3 years?

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Read Answer Asked by David on May 26, 2020

• Archer-Daniels-Midland Company (ADM $57.47)
  • $57.47 P/E (TTM): 19.14X Cap: $27.68B
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• Bunge Limited (BG $82.58)
  • $82.58 P/E (TTM): 10.35X Cap: $10.48B
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Q: Hello to the team
i'm interested dip my toes on the agricultural wich of the two you wouldl side,i'm 76.
Thank You
Dan

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Read Answer Asked by DANIEL on May 26, 2020

• Vermilion Energy Inc. (VET $11.08)
  • $11.08 Cap: $1.68B
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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 $111.43)
  • $111.43 P/E (TTM): 24.06X Cap: $139.89B
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• Johnson & Johnson (JNJ $170.86)
  • $170.86 P/E (TTM): 19.03X Cap: $411.19B
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• Procter & Gamble Company (The) (PG $151.41)
  • $151.41 P/E (TTM): 23.93X Cap: $352.55B
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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 $47.59)
  • $47.59 P/E (TTM): 4.22X Cap: $1.23B
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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 $77.31)
  • $77.31 P/E (TTM): 16.21X Cap: $13.67B
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• Parkland Corporation (PKI $38.97)
  • $38.97 P/E (TTM): 34.62X Cap: $6.82B
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• Aecon Group Inc. (ARE $19.36)
  • $19.36 Cap: $1.20B
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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 $116.56)
  • $116.56 Cap: $24.13B
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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 $334.90)
  • $334.90 P/E (TTM): 58.5X 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 $278.35)
  • $278.35 P/E (TTM): 32.98X Cap: $52.05B
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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 $15.64)
  • $15.64 P/E (TTM): 21.3X Cap: $1.51B
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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 $295.20)
  • $295.20 P/E (TTM): 111.51X Cap: $1.37T
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• Duke Energy Corporation (Holding Company) (DUK $125.83)
  • $125.83 P/E (TTM): 20.59X Cap: $96.37B
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• JPMorgan Chase & Co. (JPM $291.47)
  • $291.47 P/E (TTM): 14.44X Cap: $809.74B
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• NextEra Energy Inc. (NEE $70.92)
  • $70.92 P/E (TTM): 24.66X Cap: $146.58B
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• AT&T Inc. (T $27.90)
  • $27.90 P/E (TTM): 16.98X Cap: $198.56B
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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 $5.64)
  • $5.64 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 $42.85)
  • $42.85 P/E (TTM): 522.13X Cap: $28.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.38)
  • $54.38 Cap: $7.19B
  • View BIPC Profile
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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