Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.51)
  • $42.51 P/E (TTM): 524.69X Cap: $27.83B
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Q: Bip.un has been on a bit of freefall the last month-could you comment ?

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Read Answer Asked by terrance on December 30, 2019

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $30.91)
  • $30.91 P/E (TTM): 524.69X Cap: $20.49B
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Q: Dear 5i,
I initially purchased BIP.UN on the Canadian exchange and "journalled" it to BIP on the American exchange because BIP.UN pays a dividend in US dollars.

When BIPC gets created from BIP.UN:
1. will BIPC be traded on the Canadian exchange?
2. will BIPC pay dividends in Canadian dollars?

thanks and season greetings!

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Read Answer Asked by Ian on December 30, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: When is the next quarterly report for TSGI, and what are the expected numbers compared to the last period? Also, can you provide similar numbers for Flutter and the date expected?
Thank you, and happy holidays to all.

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Read Answer Asked by Alvin on December 30, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Is January 2nd the first day that it will trade under a new symbol?
If we have BYD.UN, will it will be about a week that we see
it in our accounts. I think it take about a week for the shares to enter our account with
the new symbol?

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Read Answer Asked by Herm on December 30, 2019

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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Q: Hi,
Can you please let me know your opinion on this ? I know this has been beaten down and this may not fit in your investment style. However based on the cash in hand and net assets do you think it's trading less than it's book value , ignoring other factors such as law suits, possible re-instatement of the licence, etc. Thanks

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Read Answer Asked by Dineth on December 30, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.54)
  • $15.54 P/E (TTM): 21.38X Cap: $1.50B
  • View GOOS Profile
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• Brookfield Office Properties Inc. Class AAA Preference Shares Series R (BPO.PR.R $17.00)
  • $17.00 Cap: $9.05B
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Q: Hello 5i, I have a small position in the above listed stocks. I am down about 10%. Would you suggest that I keep them or take my losses and move on.? I appreciate your comments.
Carlo

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Read Answer Asked by Carlo on December 30, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.59)
  • $2.59 Cap: $607M
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Q: Hi,

I am looking for a suitable replacement for Dream Global. What are your thoughts on European Residential Re Investment Trust as a replacement based on its current price?

Or, would you recommend a different one (outside Canada/USA)?

Thanks,

Craig

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Read Answer Asked by Craig on December 30, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.52)
  • $44.52 P/E (TTM): 79.95X Cap: $22.17B
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• Lundin Mining Corporation (LUN $14.16)
  • $14.16 Cap: $12.28B
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Q: If I felt I needed a copper miner in my portfolio, which would be the best company to add?

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Read Answer Asked by Edgar on December 30, 2019

• The AES Corporation (AES $12.84)
  • $12.84 P/E (TTM): 6.96X Cap: $9.14B
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• Alimentation Couche-Tard Inc. (ATD $70.79)
  • $70.79 P/E (TTM): 19.07X Cap: $67.11B
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Q: Could I have your top 5 Canadian and USA blue Chip stocks that fit the following critea: low payout ratios,dividend growth, strong cash flow in non cyclical parts of the market. Thanks as usual.

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Read Answer Asked by Lawrence on December 30, 2019

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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• Power Corporation of Canada Subordinate Voting Shares (POW $56.82)
  • $56.82 P/E (TTM): 13.51X Cap: $36.47B
  • View POW Profile
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Q: I use the BTSX system in two of my portfolios. Its soon time to adjust for the new year. I have held PWF for a number of years due to its higher yield over POW.
I understand PWF will be merging with POW-any idea when?
Will that mean no more PWF? Will all shares be now be POW at the lower yield?
Will there be a premium for PWF shares?
Would you suggest a switch if there are still going to be two companies? Why?
Thanks
Jeff

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Read Answer Asked by JEFF on December 30, 2019

Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim

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Read Answer Asked by jim on December 30, 2019

• Acasti Pharma Inc. (ACST $0.58)
  • $0.58 Cap: $7M
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Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020

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Read Answer Asked by Peter on December 30, 2019

Q: What is the cost of the ETF news letter for a year?
Thanks
Dave

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Read Answer Asked by Dave on December 30, 2019

• Funko Inc. (FNKO $3.59)
  • $3.59 Cap: $197M
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Q: Dear Ryan and Peter,
I have quite some high tech and biomedical related stocks in my portfolio. I am wondering whether I can add FNKO to diversify my portfolio. I would like to get your opinions on FNKO.
Thank you,
Yiwen

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Read Answer Asked by Yiwen on December 30, 2019

• Cincinnati Bell Inc. Preferred Stock (CBB.P.B $49.98)
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Q: I was thinking of buying this for income before Brookfield bought CBB. It is still trading below par but I am concerned, that Brookfield could somehow "convert" the prefs to their common stock (BIP). I am not worried about it being called. Is this possible or am I being irrational?
Thanks

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Read Answer Asked by David on December 30, 2019

• BMO Equal Weight Banks Index ETF (ZEB $46.87)
  • $46.87 P/E (TTM): 12.51X Cap: $3.90B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.32)
  • $60.32 P/E (TTM): 23.92X Cap: $322M
  • View XST Profile
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.35)
  • $79.35 P/E (TTM): 1.27X Cap: $666M
  • View XIT Profile
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• Global X Marijuana Life Sciences Index ETF (HMMJ $7.10)
  • $7.10 P/E (TTM): 17.71X Cap: $46M
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Q: 5I Team,
I own IHI etf, I like it's limited number of stocks (10 top stocks 70%)
Can you please suggest few ETF that have limited number of stocks (any sector, US, Can, Global) ?
Thanks
Best regards

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Read Answer Asked by Djamel on December 27, 2019

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.51)
  • $42.51 P/E (TTM): 524.69X Cap: $27.83B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $5.96)
  • $5.96 P/E (TTM): 17.59X Cap: $105M
  • View BGI.UN Profile
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Q: Bgi recently announced a change to the fund manager. Is this a good or indifferent change? Also, the fund has done quite well recently is there a reason such as recent buy back of shares or us this increase sustainable. Along with Bgi I also own Bip.un In the same riff account ( as a result of the Enercare takeout) I wonder if I should own both or is there an overlap?

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Read Answer Asked by Maggie on December 27, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 104.82X Cap: $276.10B
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Q: I'm a bit confused. Rumors say SHOP may be taken over by ??? Ebay, or others.
SHOP may be interested in acquiring FEDEX.
What is an investor to believe in any of this. On one hand if taken over there might be a 40% premium on their shares. On the other hand there will be a big hit on the shares if they buy FEDEX. How can there be such conflicting opinions/views/rumors/thoughts on this company?
What are 5i's opinions/views/rumors/thoughts?

Thanks
Jeff

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Read Answer Asked by JEFF on December 27, 2019

Q: If it's not too late, these books don't address all Jame's questions but are excellent books:

Retirement Income for Life, Frederick Vettesse
and
Your Retirement Income Blueprint Daryl Diamond

Cheers,
Michael

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Read Answer Asked by Michael on December 27, 2019

• Finning International Inc. (FTT $58.13)
  • $58.13 P/E (TTM): 17.36X Cap: $7.82B
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• Toromont Industries Ltd. (TIH $143.64)
  • $143.64 P/E (TTM): 24.05X Cap: $11.67B
  • View TIH Profile
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Q: Hi,

What's your thoughts on FTT? I've held it for several years and I'm flat. Is there a better pick in this sector?
Thanks
Robert

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Read Answer Asked by Robert on December 27, 2019