Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $41.47)
  • $41.47 Cap: $28.61B
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• Algonquin Power & Utilities Corp. (AQN $8.75)
  • $8.75 Cap: $6.59B
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• Boralex Inc. Class A Shares (BLX $27.32)
  • $27.32 Cap: $2.80B
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Q: What are your top renewable energy picks
Thanks for the great work

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Read Answer Asked by James on October 23, 2019

Q: Gentlemen,
Your thoughts on Purpose Speciality Lending Trust as alternative investment.
Thanks

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Read Answer Asked by Djamel on October 23, 2019

Q: Hi folks, what is typically the best week to pick up quality companies that have been subject to tax selling? I'm sure waiting until end of December is too long, but right now likely too early. Is there a typical week where these stocks are at their bottom?

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Read Answer Asked by Kel on October 23, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Magna International Inc. (MG $76.54)
  • $76.54 P/E (TTM): 19.62X Cap: $21.68B
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Q: I realize that these two companies are in cyclical industries, and are both currently in a down cycle, but roughly how long before either company will be back in an upward cycle, thanks?

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Read Answer Asked by Pat on October 23, 2019

• Alteryx Inc. Class A (AYX)
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Q: What was the reason for the big drop in AYX yesterday?

Thanks.

Donna

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Read Answer Asked by Donna on October 23, 2019

• Alphabet Inc. (GOOG $300.56)
  • $300.56 P/E (TTM): 28.53X Cap: $3.67T
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• Microsoft Corporation (MSFT $396.40)
  • $396.40 P/E (TTM): 25.32X Cap: $2.98T
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• NVIDIA Corporation (NVDA $181.30)
  • $181.30 P/E (TTM): 37.97X Cap: $4.45T
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• Atlassian Corporation (TEAM $74.18)
  • $74.18 Cap: $19.34B
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• Alteryx Inc. Class A (AYX)
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Q: Hi and thanks for your great info.

Would you please provide me with recommended US stocks to give me growth which have a good balance sheet .

Thanks

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Read Answer Asked by Donna on October 23, 2019

• Mastercard Incorporated (MA $498.31)
  • $498.31 P/E (TTM): 30.51X Cap: $443.50B
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• Visa Inc. (V $308.26)
  • $308.26 P/E (TTM): 29.01X Cap: $587.25B
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Q: Both of these stocks have dropped significantly today. Do you have any insight? A buying opportunity? Thank You.

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Read Answer Asked by Brian on October 23, 2019

Q: I have heard a number of analysts talking about a rotation into cyclical stocks. What is your opinion? What are your recommendations in that space? Is there an ETF that tracks the space, either in CAN or US?
Thank you,

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Read Answer Asked by Marcela on October 23, 2019

• Restaurant Brands International Inc. (QSR $100.02)
  • $100.02 P/E (TTM): 30.77X Cap: $44.70B
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Q: Would you be comfortable buying here?

Thank you!

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Read Answer Asked by Yong Mei on October 23, 2019

• Gildan Activewear Inc. (GIL $81.04)
  • $81.04 P/E (TTM): 23.57X Cap: $14.97B
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• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Cap: $608M
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Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks

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Read Answer Asked by Willie on October 23, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $2M
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Q: Is this a good time to buy this stock? Do you still recommend it for an aggressive investor?

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Read Answer Asked by Josette on October 23, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.67)
  • $13.67 Cap: $12.12B
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Q: For my fixed income side of my portfolio I've just been keeping cash in a high interest savings account (Achieva Financial in Manitoba). It pays 2.3% interest. I just checked the yield to maturity of BND the US Vanguard bond ETF and it's 2.3%. The YTM for ZAG the Canadian BMO bond ETF is 2.2%. Hardly seems worth paying an MER and risking price fluctuations. What do you think, am I missing something here?

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Read Answer Asked by Andrew on October 23, 2019

• ARC Resources Ltd. (ARX $27.74)
  • $27.74 P/E (TTM): 6.68X Cap: $15.82B
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• Tourmaline Oil Corp. (TOU $67.20)
  • $67.20 P/E (TTM): 90.26X Cap: $25.80B
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Q: Hi 5i:

I have $10,000 that would like to invest in the Canadian oil patch. (Nuts eh)
Which would be better to invest in: Arc Re or Tourmaline Oil? This is for at least 5 years.

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Read Answer Asked by James on October 23, 2019

• Gildan Activewear Inc. (GIL $81.04)
  • $81.04 P/E (TTM): 23.57X Cap: $14.97B
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Q: Have you been able to gather any more information about the Gildan annoucement that was recently announced?

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Read Answer Asked by blake on October 23, 2019

• Birchcliff Energy Ltd. (BIR $7.22)
  • $7.22 P/E (TTM): 26.41X Cap: $1.97B
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• High Arctic Energy Services Inc. (HWO $0.92)
  • $0.92 Cap: $11M
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Q: I would like to sell one or both of the above for a tax loss. Which would be your preference to sell? Or should I let them both go? Would you recommend buying back after 30 days?
Thank you.

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Read Answer Asked by Lois on October 23, 2019

• Netflix Inc. (NFLX $94.54)
  • $94.54 P/E (TTM): 37.52X Cap: $398.19B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello Peter
I have 2 questions on Tax Loss Strategy:
1. Would they be good tax loss candidates as I am down 22% on SQ and down 25% on NFLX , then buy back after 30 days, or would you leave them where they are.

2. When selling stock to crystallize a loss how much can one allowed to moving stock
up before the back buying price offsets benefits of tax loss.
example: Bought NFLX at $358.98 sold at $269.40 which is 25% loss.
What max price could I back again after 30 days before it offsets my benefits of tax
tax loss.

Thanks Andrew

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Read Answer Asked by Andrzej on October 23, 2019

• Restaurant Brands International Inc. (QSR $100.02)
  • $100.02 P/E (TTM): 30.77X Cap: $44.70B
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Q: What's with the big drop of QSR in the last week or so? I am talking about two days in particular - the 10/15 823K shares 2.3% down and 10/22 (today) 725K shares 2.5% down. Both days have abnormal big volumes and big price drops. Is some major shareholders doing an exit at some negotiated prices?

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Read Answer Asked by Victor on October 23, 2019

• Mattr Corp. (MATR $9.05)
  • $9.05 P/E (TTM): 14.24X Cap: $500M
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• Mullen Group Ltd. (MTL $16.15)
  • $16.15 P/E (TTM): 17.2X Cap: $1.55B
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Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !

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Read Answer Asked by Christian on October 23, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $18.61)
  • $18.61 P/E (TTM): 25.23X Cap: $1.86B
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Q: I am considering doubling down on this stock, I know all the falling knife stories... I am being cautious. It is coming close to its 52 week low. May I have your thoughts, fundamentally and technically speaking.

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Read Answer Asked by Harry on October 23, 2019

• Pason Systems Inc. (PSI $12.61)
  • $12.61 P/E (TTM): 19.07X Cap: $984M
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• Alteryx Inc. Class A (AYX)
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Q: Hi
Any reason not to start a new position in either Ayx or Psi. I am considering both for a long term hold with expectation of high volatility for Ayx in the near term.

Thanks
Mike

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Read Answer Asked by mike on October 23, 2019