Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.64)
  • $40.64 P/E (TTM): 82.74X Cap: $6.48B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Chartwell Retirement Residences (CSH.UN $17.99)
  • $17.99 P/E (TTM): 82.95X Cap: $5.26B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: You’ve mentioned that some of the more stable sectors during a recession can be utilities, telecom, and consumer staples. How might REITs like CAR and CSH do?

Thanks.

Upvote 0

Read Answer Asked by Alan on August 16, 2019

• Canopy Growth Corporation (WEED $2.01)
  • $2.01 Cap: $534M
  • View WEED Profile
  • View Questions on WEED

Q: Hi All At 5i! Is it a good time to pick up some Canopy Growth stocks considering the recent drop in price? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on August 16, 2019

• Sangoma Technologies Corporation (STC $7.95)
  • $7.95 Cap: $257M
  • View STC Profile
  • View Questions on STC
• Theratechnologies Inc. (TH $4.49)
  • $4.49 Cap: $207M
  • View TH Profile
  • View Questions on TH
• Blackline Safety Corp. (BLN $6.99)
  • $6.99 Cap: $594M
  • View BLN Profile
  • View Questions on BLN
• Namsys Inc. (CTZ $1.55)
  • $1.55 P/E (TTM): 17.67X Cap: $42M
  • View CTZ Profile
  • View Questions on CTZ
• Viemed Healthcare Inc. (VMD $7.07)
  • $7.07 P/E (TTM): 21.5X Cap: $280M
  • View VMD Profile
  • View Questions on VMD
• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $8M
  • View MTLO Profile
  • View Questions on MTLO

Q: I'm looking to add one or more of these high growth, high risk stocks to my portfolio. How would you rank these companies?

Upvote 1

Read Answer Asked by Jamie on August 16, 2019

• StorageVault Canada Inc. (SVI $4.70)
  • $4.70 Cap: $1.70B
  • View SVI Profile
  • View Questions on SVI
  • View Reports on SVI

Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian

Upvote 0

Read Answer Asked by Ian on August 16, 2019

Q: Your comment on results

Upvote 0

Read Answer Asked by Josh on August 16, 2019

• Franco-Nevada Corporation (FNV $255.88)
  • $255.88 P/E (TTM): 45.64X Cap: $48.78B
  • View FNV Profile
  • View Questions on FNV
• BMO Equal Weight Global Gold Index ETF (ZGD $185.49)
  • $185.49 P/E (TTM): 64.34X Cap: $153M
  • View ZGD Profile
  • View Questions on ZGD

Q: Hi Team,
I'm thinking of putting some money on gold and couldn't decide if I should put it on FNV or a gold etf (ZGD). Your thoughts on this would be much appreciated.
Cheers

Upvote 0

Read Answer Asked by Harry on August 16, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Any reason for the drop in A&W that you are aware of, or is it just profit taking?

Upvote 0

Read Answer Asked by David on August 16, 2019

• Sun Life Financial Inc. (SLF $80.63)
  • $80.63 P/E (TTM): 14.9X Cap: $45.76B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: With interest rates moving lower why do you still remain so positive on SLF? Why is the stock superior to GWO?

Upvote 0

Read Answer Asked by Ian on August 16, 2019

• FirstService Corporation (FSV $279.23)
  • $279.23 P/E (TTM): 64.34X Cap: $12.63B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: I saw Peter a couple of times recommending First service on TV. I purchased the stock in December/18 and sold it a couple of months ago. Would this be a good entry point to initiate a position? Would you favour First Service or CiGI at this point. Thank you for your help,

Upvote 0

Read Answer Asked by Marcela on August 16, 2019

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 16.71X Cap: $66M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: would you buy a partial position today?

Upvote 0

Read Answer Asked by Danny-boy on August 16, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
  • View MSI Profile
  • View Questions on MSI
• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR

Q: Can you recommend a mix of 5-10 good quality Canadian stocks that are not in your coverage list or portfolios. Sort of like possible replacements for all the stocks that were dropped in the last update.
Thanks again.

Upvote 0

Read Answer Asked by Derek on August 16, 2019

• NVIDIA Corporation (NVDA $181.56)
  • $181.56 P/E (TTM): 57.42X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..

Upvote 0

Read Answer Asked by El-ann on August 16, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
  • View Questions on ITC

Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?

Upvote 0

Read Answer Asked on August 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.77)
  • $16.77 Cap: $2.31B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: The share issue is being done at $35 while the stock is trading at close to $40. If one does not have access through broker dealers should you wait to purchase - seems like over paying for the stock - I thought It was more common for the market price to trade close to a new share issue price.

Upvote 0

Read Answer Asked by Aleem on August 16, 2019

• Savaria Corporation (SIS $20.94)
  • $20.94 P/E (TTM): 27.47X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 16, 2019

• Questor Technology Inc. (QST $0.45)
  • $0.45 Cap: $12M
  • View QST Profile
  • View Questions on QST
  • View Reports on QST

Q: Any reason for recent decline?Add to my 1%pos.(p/p $5.01) hold or sell?Txs for u usual great5 services & views

Upvote 0

Read Answer Asked by Peter on August 16, 2019

• Exchange Income Corporation (EIF $73.24)
  • $73.24 P/E (TTM): 28.96X Cap: $3.75B
  • View EIF Profile
  • View Questions on EIF

Q: Hi,

Any idea why the sudden drop in value ? Could it be related to the new rules regarding foreign ownership ?

thanks

Upvote 0

Read Answer Asked by Guy on August 16, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: This is in respect to your answer today to Thomas. I am not a tax expert either but here is a link to an article from Jason Heath "money sense" which clarify this situation. :

https://www.moneysense.ca/save/taxes/tax-joint-investment-account/

Upvote 0

Read Answer Asked by Saad on August 15, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.77)
  • $16.77 Cap: $2.31B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hi 5i
Considering the current price of secondary offering of lspd having been set at $35...how do you view the upcoming end of the insider share lockout period and it’s potential negative effect on share price sentiment?
I’m considering the potential combined impact of these two events.
Would you be buyers at this time? If so what price would you consider reasonable entry for 2 -3 year hold.
Thx

Upvote 0

Read Answer Asked by jim on August 15, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Peter
You may have knowledge of this issue. I want to join my and my wife's stocks from individual non-registered accounts into one joint non-registered account. Do you know if there is a deemed disposition in this case?
Thanks a lot.

Upvote 0

Read Answer Asked by TOM on August 15, 2019