Investment Q&A

• ARC Resources Ltd. (ARX $26.03)
  • $26.03 P/E (TTM): 6.34X Cap: $14.78B
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• Vermilion Energy Inc. (VET $15.24)
  • $15.24 Cap: $2.37B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X
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• Chemtrade Logistics Income Fund (CHE.UN $14.81)
  • $14.81 P/E (TTM): 17.79X Cap: $1.74B
  • View CHE.UN Profile
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• Ensign Energy Services Inc. (ESI $3.61)
  • $3.61 Cap: $673M
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Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.

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Read Answer Asked by George on July 25, 2019

• Alteryx Inc. Class A (AYX)
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Q: Hi Team
Any info on the numbers expected next week by AYX.
Thank-you in advance. Sam

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Read Answer Asked by sam on July 25, 2019

• State Street Technology Select Sector SPDR ETF (XLK $139.23)
  • $139.23 P/E (TTM): 39.24X Cap: $88.57B
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Q: I currently have 1/3 of my TFSA in a cash position and am underweight in Industrial, Technology, and Consumer Cyclical. What ETFs do you favour that would help me to balance out my portfolio?

Thanks,
John

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Read Answer Asked by John on July 25, 2019

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.09)
  • $10.09 Cap: $550M
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• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $2.98B
  • View PSA Profile
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• CI High Interest Savings ETF (CSAV $50.05)
  • $50.05 P/E (TTM): 37.63X Cap: $4.94B
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Q: I am looking to hold some cash for 6-12 months. My broker - RBC Direct Investing - does not allow me to purchase PSA or CSAV. Would you consider HFR to be reasonably safe, or do you have another suggestion? I am somewhat reluctant to change brokers, but maybe I should.

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Read Answer Asked by David on July 25, 2019

• Alimentation Couche-Tard Inc. (ATD $81.94)
  • $81.94 P/E (TTM): 22.17X Cap: $77.38B
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• Premium Brands Holdings Corporation (PBH $99.39)
  • $99.39 P/E (TTM): 68.59X Cap: $4.51B
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Q: I would like to increase my exposure to consumer staples. At this time would you prefer an investment in PBH or ATD.b, or perhaps there is another company you would prefer.

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Read Answer Asked by Curtis on July 25, 2019

• Daura Gold Corp. (DGC)
  • Cap: $28M
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Q: I notice that Detour Gold has been slowly increasing. What is your view on this? Thankyou.
Frank

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Read Answer Asked by Frank on July 25, 2019

Q: In one of the articles you suggested (can't remember which one), they were discussing correlations between stocks, sectors and assets. I find it an interesting way of further analyzing a portfolio. Could 5i someday provide correlation matrices for its different portfolios? Would be interesting to have a peak at it. Thank you very much

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Read Answer Asked by Julien on July 25, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.00)
  • $13.00 Cap: $1.78B
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Q: Any reason for LSPD's recent decline? Is this a good entry point? Txs for u usual great views &services

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Read Answer Asked by Peter on July 25, 2019

Q: What are your top 10 recommendations for US stocks? Looking at investing in RRSP so would be a long term hold - 10+ years.

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Read Answer Asked by Shyam on July 25, 2019

• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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Q: Hi
For 5 G exposure what would you suggest

Thank you

Mike

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Read Answer Asked by Mike on July 25, 2019

Q: Any thoughts on the IPO for Kura Sushi? (The IPO is scheduled for August 1st and the call sign is supposed to be KRUS:US which I think is already taken). I recently saw the concept in London England. There seemed to be some interest to eat there on the part of the younger generation however other restaurants were more busy. Not sure “food on the conveyor belt” concept is going to catch on with me and others.
Regards
Jim
Thanks,
Jim

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Read Answer Asked by James on July 25, 2019

• Alaris Equity Partners Income Trust (AD.UN $21.93)
  • $21.93 P/E (TTM): 6.27X Cap: $1B
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Q: Can you give me your thoughts on Alaris's 1/4ly report and your thoughts on Alaris going forward.

Thanks

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Read Answer Asked by Greg on July 25, 2019

• Precision Drilling Corporation (PD $121.29)
  • $121.29 P/E (TTM): 31.45X Cap: $1.59B
  • View PD Profile
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Q: Has your view of PD changed since last year at this time on this company? You adverted to their debt level back then.

TD seems to hold a high opinion, just like last year.

Your thoughts.

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Read Answer Asked by Kelly on July 24, 2019

• Savaria Corporation (SIS $25.85)
  • $25.85 P/E (TTM): 28.28X Cap: $6.02B
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Q: Hello 5i,
Is there any news on Savaria to explain the nice bump today and would you consider it a buy, sell or hold? Thank you.

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Read Answer Asked by Cole on July 24, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.57)
  • $18.57 P/E (TTM): 5.13X Cap: $830M
  • View XLB Profile
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $34.51)
  • $34.51 P/E (TTM): 17.47X Cap: $355M
  • View XUT Profile
  • View Questions on XUT

Q: For safety of income and income, what would be your preference between XUT and a bond ETF? Thanks, Bill

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Read Answer Asked by William J on July 24, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.57)
  • $18.57 P/E (TTM): 5.13X Cap: $830M
  • View XLB Profile
  • View Questions on XLB

Q: Good morning,
How would the drop in US interest rates effect this Canadian ETF and would this ETF be a good add to my existing XBB VAB for long term stability in an RRSP. I am retired and mostly follow the Conservative ETF portfolio from ETF and Mutual Fund 5i

Thanks
Carl

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Read Answer Asked by Carl on July 24, 2019

• Frontera Energy Corporation (FEC $12.54)
  • $12.54 Cap: $850M
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Q: Your opinion of FEC please.

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Read Answer Asked by Tom on July 24, 2019

• SFL Corporation Ltd (SFL $10.93)
  • $10.93 Cap: $1.49B
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Q: Some years ago you made reference to SFL which drew my attention to the stock and its yield. I still hold a small position, modestly underwater (no pun intended). Is it time to move on?

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Read Answer Asked by Peter on July 24, 2019

• Vermilion Energy Inc. (VET $15.24)
  • $15.24 Cap: $2.37B
  • View VET Profile
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Q: Am fed up with above, pushing my entire gains column into deep red. Question:
should I hang on and collect 10% div or take the 4000$ loss and keep it in cash.
Cash is not really the answer since Div is better , unless you fear that price may drop even further.????????????????
Art

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Read Answer Asked by Arthur on July 24, 2019

• Tidewater Midstream and Infrastructure Ltd. (TWM $8.34)
  • $8.34 Cap: $175M
  • View TWM Profile
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Q: Good afternoon,

Looking for your opinion on today's issuance of a 5.5%, Sept 20/24 cv debenture for income/ growth ?
Thank you,
Brad

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Read Answer Asked by Brad on July 24, 2019