Investment Q&A

• Netflix Inc. (NFLX $99.17)
  • $99.17 P/E (TTM): 38.63X Cap: $418.71B
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• Enbridge Inc. (ENB $73.63)
  • $73.63 P/E (TTM): 28.26X Cap: $160.66B
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• Keyera Corp. (KEY $53.02)
  • $53.02 P/E (TTM): 28.01X Cap: $12.15B
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• lululemon athletica inc. (LULU $173.18)
  • $173.18 P/E (TTM): 12.05X Cap: $19.42B
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• Spotify Technology S.A. (SPOT $552.12)
  • $552.12 Cap: $113.64B
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• Under Armour Inc. Class A (UAA $6.72)
  • $6.72 Cap: $3.16B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.33)
  • $64.33 Cap: $8.49B
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Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

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Read Answer Asked by Kris on May 29, 2020

• Enbridge Inc. (ENB $73.63)
  • $73.63 P/E (TTM): 28.26X Cap: $160.66B
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• Pembina Pipeline Corporation (PPL $60.58)
  • $60.58 P/E (TTM): 21.28X Cap: $35.21B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.43)
  • $41.43 Cap: $28.25B
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• Capital Power Corporation (CPX $62.92)
  • $62.92 P/E (TTM): 21.51X Cap: $9.80B
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• Descartes Systems Group Inc. (The) (DSG $97.89)
  • $97.89 P/E (TTM): 40.55X Cap: $8.41B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TFI International Inc. (TFII $159.99)
  • $159.99 P/E (TTM): 41.69X Cap: $13.14B
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• Kinaxis Inc. (KXS $134.64)
  • $134.64 P/E (TTM): 79.19X Cap: $3.72B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.00)
  • $52.00 P/E (TTM): 106.92X Cap: $24.49B
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• Exchange Income Corporation (EIF $101.71)
  • $101.71 P/E (TTM): 34.98X Cap: $5.70B
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• Vanguard S&P 500 Index ETF (VFV $165.83)
  • $165.83 P/E (TTM): 26.01X Cap: $28.26B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.95)
  • $103.95 Cap: $2.30B
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• Antibe Therapeutics Inc. (ATE $0.30)
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• Vanguard S&P 500 ETF (VOO $626.81)
  • $626.81 P/E (TTM): 26.2X Cap: $833.19B
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• Vanguard Dividend Appreciation FTF (VIG $223.45)
  • $223.45 P/E (TTM): 24.38X Cap: $100.05B
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• Real Matters Inc. (REAL $6.16)
  • $6.16 Cap: $457M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.98)
  • $12.98 Cap: $1.78B
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• Boyd Group Services Inc. (BYD $229.58)
  • $229.58 P/E (TTM): 229.21X Cap: $6.38B
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• B2Gold Corp (Canada) (BTG $5.21)
  • $5.21 Cap: $7B
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Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

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Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

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Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.50)
  • $0.50 Cap: $20M
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Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

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Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $12.21)
  • $12.21 P/E (TTM): 11.84X Cap: $448M
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Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

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Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $21.40)
  • $21.40 P/E (TTM): 109.25X Cap: $6.81B
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• Sienna Senior Living Inc. (SIA $23.10)
  • $23.10 P/E (TTM): 47.67X Cap: $2.29B
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• Ballard Power Systems Inc. (BLDP $2.88)
  • $2.88 Cap: $866M
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• Xebec Adsorption Inc. (XBC $0.51)
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Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

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Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $363.33)
  • $363.33 P/E (TTM): 36.08X Cap: $42.44B
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Q: As a momentum\ value play would you take a crack at CLS again? Thx

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Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.26)
  • $184.26 P/E (TTM): 132.0X Cap: $240.29B
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Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

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Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $40.39)
  • $40.39 P/E (TTM): 26.83X Cap: $1.80B
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Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

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Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $40.39)
  • $40.39 P/E (TTM): 26.83X Cap: $1.80B
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Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

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Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

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Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: What do you think of the earnings and the stock going forward?

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Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $65.88)
  • $65.88 Cap: $21.22B
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• Verizon Communications Inc. (VZ $51.18)
  • $51.18 P/E (TTM): 12.61X Cap: $215.86B
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• Ennis Inc. (EBF $21.21)
  • $21.21 P/E (TTM): 12.84X Cap: $543M
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Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

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Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

Q: Good Morning 5i, I am noticing a pickup in M&A. Your thoughts on if you think the next few months will see plenty of deals and I am very interested in which
Canadian listed companies you view as potential acquisition targets?

Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

• Constellation Software Inc. (CSU $2,796.99)
  • $2,796.99 P/E (TTM): 63.13X Cap: $59.27B
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Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.

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Read Answer Asked by Danny-boy on May 29, 2020

• ATS Corporation (ATS $42.67)
  • $42.67 Cap: $4.18B
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Q: Comments please on ATA’s latest Q. Showing weakness even following analyst upgrade.
Thank you

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Read Answer Asked by Marty on May 29, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
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Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

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Read Answer Asked by Dave on May 29, 2020

• Manulife Financial Corporation (MFC $47.01)
  • $47.01 P/E (TTM): 15.62X Cap: $78.82B
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• Great-West Lifeco Inc. (GWO $63.25)
  • $63.25 P/E (TTM): 14.59X Cap: $57.32B
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• Sun Life Financial Inc. (SLF $89.54)
  • $89.54 P/E (TTM): 14.53X Cap: $49.59B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,280.01)
  • $2,280.01 P/E (TTM): 7.99X Cap: $48.62B
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• Intact Financial Corporation (IFC $255.59)
  • $255.59 P/E (TTM): 14.04X Cap: $45.38B
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• Power Corporation of Canada Subordinate Voting Shares (POW $67.30)
  • $67.30 P/E (TTM): 14.29X Cap: $42.87B
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Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

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Read Answer Asked by Lawrence on May 29, 2020

• WELL Health Technologies Corp. (WELL $4.44)
  • $4.44 Cap: $1.12B
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Q: Cloud MD vs Well Health: is there a choice here or should I buy both?
I sold Well at $3.43 before it collapsed. New price is tempting to get back in. Thanks.

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Read Answer Asked by george on May 29, 2020