Investment Q&A

• CAE Inc. (CAE $42.65)
  • $42.65 P/E (TTM): 32.45X Cap: $13.77B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
  • $150.55 P/E (TTM): 92.54X Cap: $195.90B
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• goeasy Ltd. (GSY $121.54)
  • $121.54 P/E (TTM): 9.34X Cap: $1.95B
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• Real Matters Inc. (REAL $6.14)
  • $6.14 Cap: $455M
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Q: How would you rank these stocks for growth as well as risk profile?

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Read Answer Asked by Roy on May 14, 2020

Q: Hi, Covid19, China vs USA trade, Upcoming USA Elections, etc. How do you see the markets behaving to the end of 2020, should We be alert and think about selling/parking some cash for next year?
Thanks 5i.

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Read Answer Asked by Fernando on May 14, 2020

• Toronto-Dominion Bank (The) (TD $130.18)
  • $130.18 P/E (TTM): 11.42X Cap: $222.24B
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• Bank of Nova Scotia (The) (BNS $103.28)
  • $103.28 P/E (TTM): 25.91X Cap: $128.22B
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• Canadian Imperial Bank of Commerce (CM $95.30)
  • $95.30 P/E (TTM): 15.34X Cap: $88.23B
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Q: Morning
Currently I hold CIBC. BNS. TD ROYAL
All are down
Would it make sense to sell cibc and top up TD and BNS.?
Thank you for your calm approach these days
Michael

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Read Answer Asked by Michael on May 14, 2020

• H&R Real Estate Investment Trust (HR.UN $10.50)
  • $10.50 Cap: $2.98B
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Q: Hi I am concerned with my losses in this stock I paid 18.33 a share should I buy more hold or sell and reason for doing so Thank you

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Read Answer Asked by Jo-Anne on May 14, 2020

• BlackRock Inc. (BLK $1,055.63)
  • $1,055.63 P/E (TTM): 27.96X Cap: $168B
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Q: Hi 5iTeam,
Given the announcement this past Monday by PNC Financial Services that is exiting its investment in BlackRock Inc. and that BlackRock has agreed to buy back shares worth $1.1billion, how do you think this is going to affect BlackRock's share price going forward.
Cheers,

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Read Answer Asked by Harry on May 14, 2020

• Big Pharma Split Corp. Class A Shares (PRM $14.80)
  • $14.80 Cap: $22M
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Q: Would appreciate your analysis on this company.

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Read Answer Asked by Paul W on May 14, 2020

• Shake Shack Inc. Class A (SHAK $88.93)
  • $88.93 P/E (TTM): 92.96X Cap: $4.14B
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Q: Hi 5i team,
Stock has beaten down a lot from March, Is this a good entry point?

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Read Answer Asked by Kate on May 14, 2020

• Lyft Inc. (LYFT $13.05)
  • $13.05 P/E (TTM): 36.82X Cap: $5.19B
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• Uber Technologies Inc. (UBER $71.22)
  • $71.22 P/E (TTM): 9.13X Cap: $147.98B
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• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
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Q: What is your view on the Transportation as a Service (TaaS) space and what would be your recommendation for investment. I am interested in both Canadian and US companies.
Your insight is greatly appreciated.
Peter

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Read Answer Asked by Peter on May 14, 2020

Q: With the potential of a declining US dollar in the coming year(s), what impact, if any, would this have on Canadian companies that pay their dividends in USD? As a Canadian shareholder holding such stocks, the dividend return in Canadian dollars would be negatively affected. Do you anticipate these companies could begin to pay dividends in Canadian dollars instead? Thank you.

Thanks!

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Read Answer Asked by Tim on May 14, 2020

• Slack Technologies Inc. Class A (WORK $45.20)
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Q: Hi Peter and Ryan.
Can you please provide some comments on Slack.? They had earning release today. I think the growth is amazing. But the valuations seem high too.

Thank you,
Yiwen

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Read Answer Asked by Yiwen on May 14, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
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Q: Earnings release coincided with a large drop in the stock. What is your take on the news.

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Read Answer Asked by Doug on May 14, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
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Q: ITP forecasts a ~13% (+/- 2%) revenue decline for Q2; given today's ~15% share price decline, is it getting interesting? Or is it still too expensive given what may be an indefinite lack of growth?

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Read Answer Asked by John on May 14, 2020

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $39.31)
  • $39.31 P/E (TTM): 12.09X Cap: $357M
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Q: Hi,

What is your outlook on US banks for the next 3-5 years?

Thanks,

Craig

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Read Answer Asked by Craig on May 14, 2020

• Argonaut Gold Inc. (AR $0.52)
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Q: Hi,

What are your thoughts on Argonaut Gold at these price levels?

Thanks

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Read Answer Asked by Craig on May 14, 2020

• Miscellaneous (MISC)
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Q: Hi there,

I have been a member of 5i for a few years now and love the service you provide. I know you don't provide US coverage at the moment, but are there any services similar to 5i with US coverage that you know of that you would recommend? I would like to start purchasing US equities but am looking for a service similar to 5i, but for US equities.

Thank you!

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Read Answer Asked by Michael on May 14, 2020

Q: What do you think is the probability the Bank of Canada will resort to a negative interest rate, and if so, what would be the best investment strategy? What ratio of cash, bonds, gold, silver, and stocks? Thank you. Bob

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Read Answer Asked by Bob on May 14, 2020

• Exchange Income Corporation (EIF $97.66)
  • $97.66 P/E (TTM): 36.44X Cap: $5.28B
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Q: Was there any details in the cc and how much stock do insiders own? In particular the CEO. Thx

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Read Answer Asked by blake on May 14, 2020

• Premium Brands Holdings Corporation (PBH $103.93)
  • $103.93 P/E (TTM): 68.52X Cap: $4.53B
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• MTY Food Group Inc. (MTY $42.48)
  • $42.48 P/E (TTM): 30.13X Cap: $970M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Ruth's Hospitality Group Inc. (RUTH)
  • P/E (TTM): 6.97X
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Q: Good day! If as and when this pandemic passes, most couples will want to go out and enjoy themselves at some restaurants (ex. steak houses,fast food, etc). Can you please give me two choices of some big names and pls provide their three top revenue producing divisions that will deliver good growth over next 3-5 yrs.. too.. thanks again..

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Read Answer Asked by adam on May 14, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Read your report on PHO. Thought there backlog was closer to up 50%
not 75%. What am I missing?

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Read Answer Asked by Joseph on May 14, 2020

Q: Is there someplace on this site that shows me when my membership expires ?

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Read Answer Asked by Robert on May 14, 2020