Investment Q&A

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
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Q: Do earnings estimates and projected rates of growth justify present prices on these stocks?? I have a nervous feeling that a small miss on earnings could trigger a significant correction. Your thoughts, please - Thanks Jim

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Read Answer Asked by jim on January 12, 2020

• S&P 500 (SPX)
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Q: Hey Guys,

What exactly causes a Bubble? I have read and heard so many different things, so I was wondering what your thoughts were.

I know things get over valued, but how do they get over valued and why?

Thanks

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Read Answer Asked by David M. on January 12, 2020

• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.53B
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Q: The DOO shares have had a ~3.3% drop. Dividends were paid out today (~.69% DY) yet I cannot find any news related to the decline which hopefully will recover. Any thoughts? Thank you

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Read Answer Asked by Martin on January 12, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

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Read Answer Asked by wilson on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73)
  • $86.73 P/E (TTM): 42.06X Cap: $789M
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Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

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Read Answer Asked by Bruce on January 12, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?

Happy New Year from the wet coast:
IslandJohn

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Read Answer Asked by John on January 12, 2020

• Cymbria Corporation (CYB $83.85)
  • $83.85 P/E (TTM): 7.1X Cap: $1.82B
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Q: Your thoughts on CYB? Would you buy tht these levels? Better in a RRSP or TFSA?

Thanks

Dave

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Read Answer Asked by David on January 12, 2020

• Athabasca Oil Corporation (ATH $6.87)
  • $6.87 P/E (TTM): 7.84X Cap: $3.51B
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Q: Could I have your comments on Athabasca Oil's press release late yesterday with their Operational Update and 2020 budget. What is the life of their reserves? I am correct in interpreting from the release that for every US$5 increase in WTI above US$45 WTI (considering a $17.50 WCS differential) the company stands to benefit CDN$70 million? At $0.53 this morning is this company worth taking a risk. Thanks

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Read Answer Asked by Gordon on January 12, 2020

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

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Read Answer Asked by Dennis on January 12, 2020

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

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Read Answer Asked by Robert on January 12, 2020

• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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Q: What do you think about Inter Rent? It recently posted a very good quarter "Operating revenues for the quarter increased by $3.8 million, or 12.4%, over Q2 2018."

I was thinking of just buying this and holding long term.

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Read Answer Asked by David M. on January 12, 2020

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 400.79X Cap: $4.75B
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Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

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Read Answer Asked by Jeff on January 12, 2020

• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.25X Cap: $201.08B
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• Linamar Corporation (LNR $75.07)
  • $75.07 P/E (TTM): 21.59X Cap: $4.48B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 52.83X Cap: $10.75B
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 14.98X Cap: $1.12B
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Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

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Read Answer Asked by Larry on January 12, 2020

Q: I am interested in bitcoin. Perhaps something like Coinbase not GBTC. I realize that this is more gambling as apposed to investing but it is possible for large gains and I would appreciate any guidance that you can give me. Thanks, James

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Read Answer Asked by JAMES on January 12, 2020

• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

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Read Answer Asked by Marvin on January 12, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: You answered a question on the disposition price for BYD.UN conversion to BYD saying that the company has announced the conversion price and that the last trading price for BYD,UN was $202. I own some BYD.un in a TD Direct account and TD indicates that the price on disposition is $215.77 and that is the ACB on new BYD shares. I cannot find a reference to disposition/conversion price on any releases or on the BYD website.. Would you have a reference for the correct price?
Thanks

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Read Answer Asked by richard on January 12, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi 5i,

Can you please comment on the quarter.

Thank you!

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Read Answer Asked by David on January 12, 2020

• Miscellaneous (MISC)
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Q: Just a follow up to Terry's question regarding the coverage summary report, I think the PDF file is posted on 1/6 but the Excel file is still missing.
Thanks

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Read Answer Asked by Steve on January 12, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 102.05X Cap: $1.86B
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Q: Good day what is your take on Goos today ,it seems to be losing a lot of feathers these days is it time to buy Thanks Norm

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Read Answer Asked by Norman on January 12, 2020

• OCP Credit Strategy Fund (OCS.UN $5.34)
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Q: Can You advise me what is going to happen to OSC.UN Is it closing out, will I receive Cash?
Thanks
Cec

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Read Answer Asked by Cecil on January 12, 2020