Investment Q&A

• American International Group Inc. (AIG $78.15)
  • $78.15 Cap: $44.14B
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Q: Could I please have your thoughts on AIG.

John

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Read Answer Asked by John on January 06, 2020

• Ross Stores Inc. (ROST $145.05)
  • $145.05 P/E (TTM): 23.15X Cap: $47.47B
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Q: What is your opinion of the discount retailer space in the US in general and Ross Stores specifically. I'm considering this for a well diversified RRSP and mostly a buy and hold investor.

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Read Answer Asked by Todd on January 06, 2020

• Zebra Technologies Corporation (ZBRA $321.97)
  • $321.97 P/E (TTM): 29.17X Cap: $15.67B
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• Veeva Systems Inc. Class A (VEEV $279.40)
  • $279.40 P/E (TTM): 60.01X Cap: $45.71B
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• Coupa Software Incorporated (COUP)
  • Cap: $6.16B
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• Okta Inc. (OKTA $91.11)
  • $91.11 P/E (TTM): 150.38X Cap: $16.38B
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• MongoDB Inc. (MDB $214.47)
  • $214.47 Cap: $18.61B
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Q: Hello 5i
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave

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Read Answer Asked by Dave on January 06, 2020

• Royal Bank of Canada (RY $182.51)
  • $182.51 P/E (TTM): 19.65X Cap: $256.70B
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• National Bank of Canada (NA $146.37)
  • $146.37 P/E (TTM): 13.83X Cap: $57.13B
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Q: What banks were the best performers and worst performers in 2019?

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Read Answer Asked by Ian on January 06, 2020

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.81)
  • $4.81 Cap: $1.19B
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Q: Hi Guys, what do you think of NORTHWEST HEALTH CARE Properties?

It pays 6% yield, but the share price just kind of stagnates.

Thanks in advance.

Dave

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Read Answer Asked by David M. on January 06, 2020

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $219M
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• Suncor Energy Inc. (SU $53.84)
  • $53.84 P/E (TTM): 10.89X Cap: $65.82B
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• Enbridge Inc. (ENB $64.82)
  • $64.82 P/E (TTM): 22.71X Cap: $141.17B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $160.18)
  • $160.18 P/E (TTM): 17.11X Cap: $9.12B
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• Laurentian Bank of Canada (LB $30.50)
  • $30.50 P/E (TTM): 13.46X Cap: $1.34B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I did a screen on "undervalued" companies with growing dividends. My aim is income and dividend growth. Possibly a DRIP if available. Which 2 companies would you choose and why?

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Read Answer Asked by Jean-Bernard on January 06, 2020

• Alimentation Couche-Tard Inc. (ATD $70.53)
  • $70.53 P/E (TTM): 19.0X Cap: $66.61B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.36)
  • $5.36 P/E (TTM): 23.96X Cap: $234M
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Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

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Read Answer Asked by Ray on January 06, 2020

• Miscellaneous (MISC)
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Q: Hi Team,
There have been numerous corrections on Wall Street between the great depression of the 30s and to end of 2019. I would like to know the timeline and the extent of such pullbacks in excess of 15% during this period.
Cheers,

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Read Answer Asked by Harry on January 06, 2020

• Tata Motors Ltd Limited (TTM)
  • Cap: $19.25B
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Q: hello 5i:
Despite being one of the largest auto manufacturers, there are NO questions on Tata Motors. While the charts for this company are not pretty, the upside looks huge to me. For a very small position (1-2%), can you give me your take on this company, please.
thanks
Paul L

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Read Answer Asked by Paul on January 06, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: My question is about GC. Am reviewing my TFSA positions and am trying to decide whether to continue to hold or move on to something else. Short term seems to be "dead money" but longer term may see return to good growth. I am okay waiting for 3-5 yrs, but not if there is little growth over that time frame. What level of comfort do you have with the management team's near term execution and capex returns? The money laundering issues have seemed to die down somewhat. Do you think that there could be a take-over because of the current valuation?
Thanks

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Read Answer Asked by Rudy on January 06, 2020

• Gildan Activewear Inc. (GIL $71.54)
  • $71.54 P/E (TTM): 16.9X Cap: $10.86B
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• Descartes Systems Group Inc. (The) (DSG $139.75)
  • $139.75 P/E (TTM): 62.71X Cap: $12.08B
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• Badger Infrastructure Solutions Ltd. (BDGI $53.68)
  • $53.68 P/E (TTM): 26.89X Cap: $1.81B
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Q: Happy New Year. What do you expect from bad and gil in the coming year? Are you ok with starting a position in bam and dsg today or would you wait for a pullback? T Steve

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Read Answer Asked by Stephen on January 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.52)
  • $16.52 Cap: $2.32B
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Q: BNN just had an analyst on who is shorting LSPD because of another round of insider selling coming up near future he also stated that LSPD is vastly overpriced and is high risk. Are you still recommending this stock if so why?

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Read Answer Asked by Terence on January 06, 2020

• iShares Russell 2000 Growth ETF (IWO $290.77)
  • $290.77 P/E (TTM): 4.55X Cap: $11.71B
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Q: I noticed in the latest BlackRock circular that IWY (iShares Russell Top 200 Growth) has significantly outperformed IWO (iShares Russell 2000 Growth) based on the latest 1 year, 5 year, and 10 year published returns. I assume you like IWO since it is in your growth portfolio. Can you elaborate a little on if/why you might prefer IWO to IWY and would you endorse a switch to IWY at this time for someone already holding IWO?

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Read Answer Asked by Steven on January 06, 2020

Q: Helllo 5i,
My wife and I have about $20,000 each free in our TFSA. We are 73 yrs, value investors with a 5 year GIC ladder mostly in our TFSA. Should we fill it with more GIC's, move some stocks over to the TFSA from a non-registered account, buy new value stock, put in NFI and PSI (5-10 year outlook) or have a mix of all of the above?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 06, 2020

• TFI International Inc. (TFII $118.84)
  • $118.84 P/E (TTM): 20.79X Cap: $9.99B
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• Savaria Corporation (SIS $20.64)
  • $20.64 P/E (TTM): 29.45X Cap: $1.52B
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Q: I currently hold TFII in my portfolio and am considering a switch to SIS for a long term hold. Which of the these two look best over the next 2 or 3 years to you? Is it worth a change?

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Read Answer Asked by Lyle on January 06, 2020

• Descartes Systems Group Inc. (The) (DSG $139.75)
  • $139.75 P/E (TTM): 62.71X Cap: $12.08B
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• Kinaxis Inc. (KXS $201.45)
  • $201.45 P/E (TTM): 416.79X Cap: $5.50B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.52)
  • $16.52 Cap: $2.32B
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Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?

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Read Answer Asked by Lyle on January 06, 2020

• TC Energy Corporation (TRP $68.11)
  • $68.11 P/E (TTM): 16.77X Cap: $71.02B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Your thoughts and preferences between these 2 pipeline companies. (TRP & IPL)

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Read Answer Asked by Nino on January 06, 2020

• EPR Properties (EPR $54.49)
  • $54.49 P/E (TTM): 32.83X Cap: $4.18B
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Q: Can I get your opinion on EPR Properties as a core holding in an RRSP? I like the yield but am not sure how risky it might be going forward.

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Read Answer Asked by BRYAN on January 06, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: This stock had a great run in 2019. I missed buying it then although it was a great recommendation back around March. Given the appreciation in the stock would you still recommend to Initiate a position at these levels. Has the p/e expanded a lot in the last 12 months

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Read Answer Asked by Aleem on January 06, 2020

• NFI Group Inc. (NFI $18.15)
  • $18.15 Cap: $2.18B
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• Boyd Group Services Inc. (BYD $186.96)
  • $186.96 P/E (TTM): 227.01X Cap: $4.02B
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Q: In a TFSA account (growth oriented) would exchange NFI for BYD for a 3 to 5 years time frame? Thank you.

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Read Answer Asked by Yves on January 06, 2020