Investment Q&A

• Bank of Nova Scotia (The) (BNS $104.77)
  • $104.77 P/E (TTM): 25.56X Cap: $129.54B
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• Descartes Systems Group Inc. (The) (DSG $92.50)
  • $92.50 P/E (TTM): 39.41X Cap: $7.77B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Kinaxis Inc. (KXS $125.98)
  • $125.98 P/E (TTM): 75.18X Cap: $3.46B
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• Magna International Inc. (MG $89.90)
  • $89.90 P/E (TTM): 18.43X Cap: $25.75B
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• The Trade Desk Inc. (TTD $25.35)
  • $25.35 P/E (TTM): 29.31X Cap: $12.20B
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Q: Appears this is a good time to prune stocks for tax loss to then buy best in class. Would you pls. offer your best choices in various or obvious.

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Read Answer Asked by Joseph on March 02, 2020

• Husky Energy Inc. (HSE $6.76)
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Q: thoughts on huskys quarter and investible qualities as cotrarian thanks

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Read Answer Asked by cliff on March 02, 2020

• BMO US Dividend ETF (ZDY $53.40)
  • $53.40 P/E (TTM): 20.56X Cap: $789M
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Q: Greetings 5i,

What a week! Looking to sort through the rubble next week and start picking away at a few hammerd down blue chips. I have a question regarding ZDY and its dividend as I have 3 different postings for it.
TD states its $1.29/year = 4.32%
5i show its $0.20/month which should = $2.40 or 8% and yet states its 3.743%.
To make it more confusing Morning Star states 3.25%.

Hmmm.. everyone can't be correct? What are the true numbers here?

Cheers!

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Read Answer Asked by Duane on March 02, 2020

• Quarterhill Inc. (QTRH $0.96)
  • $0.96 Cap: $110M
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Q: It seems in QTRH's earnings release the numbers are quite varied - rev's up 90% yoy? Working capital up $ 22 mil yet cash and cash equivalents virtually unchanged? Please help me understand what looks like a good quarter. Question is ... how good?

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Read Answer Asked by Harry on March 02, 2020

• Harmony Gold Mining Company Limited (HMY $20.58)
  • $20.58 P/E (TTM): 13.99X Cap: $13.32B
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Q: Peter and His Wonder Team
HMY has crashed today along with the whole gold sector. I wonder why. I thought gold was a safe haven. Your thoughts please. Thank you

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Read Answer Asked by Ernest on March 02, 2020

• Pembina Pipeline Corporation (PPL $59.67)
  • $59.67 P/E (TTM): 20.63X Cap: $34.57B
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Q: Hi, could you please comment on PPL’s earnings and payout ratio please. Thanks

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Read Answer Asked by Gary on March 02, 2020

• AltaGas Ltd. (ALA $45.22)
  • $45.22 P/E (TTM): 17.86X Cap: $13.50B
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Q: Your thoughts on AltaGas quarter, and outlook for a 2-3 year hold.
Thanks

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Read Answer Asked by Greg on March 02, 2020

• Vanguard Dividend Appreciation FTF (VIG $226.44)
  • $226.44 P/E (TTM): 25.07X Cap: $101.90B
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Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!

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Read Answer Asked by Pat on March 02, 2020

Q: Thoughts on the ETF REM? I know you are focused on Canada, but would I lose withholding taxes on dividends since this is the US? Likely would be held in RRSP.

thank you.

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Read Answer Asked by Marilou on March 02, 2020

• Advanced Micro Devices Inc. (AMD $201.41)
  • $201.41 P/E (TTM): 98.58X Cap: $331.09B
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• Apollo Global Management Inc. (APO $119.54)
  • $119.54 P/E (TTM): 18.27X Cap: $72.46B
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Q: I am thinking to buy these. What is your opinion?

Thanks,
Milan

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Read Answer Asked by Milan on March 02, 2020

• Miscellaneous (MISC)
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Q: technically speaking, where are the support levels for S+P 500,the Dow and the TSX if I were to let some funds go to work in this current downdraft? support levels please...and thanks as always...I know that aiming at a target sometimes misses its mark..

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Read Answer Asked by adam on March 02, 2020

• PrairieSky Royalty Ltd. (PSK $30.42)
  • $30.42 P/E (TTM): 43.67X Cap: $7.11B
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Q: Hi, can you please provide some oil and gas names with significant upside potential if prices improve.
it would be better if company is Cash flow positive, pays dividend, and have a good balance sheet.
Thanks,

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Read Answer Asked by Harpinder on March 02, 2020

• Argonaut Gold Inc. (AR $0.52)
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Q: Natural gas has declined over the past 5 years or so and I am considering taking a position. I believe that LNG has a longer term very bright future especially exports.
Can you comment on AR:US, DVN:US ( producers) and UNG:US (natural gas pricing etf) or any other natural gas security.
Thank you

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Read Answer Asked by JACK on March 02, 2020

• BCE Inc. (BCE $35.01)
  • $35.01 P/E (TTM): 5.29X Cap: $32.64B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $52.38)
  • $52.38 P/E (TTM): 4.25X Cap: $28.29B
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• TELUS Corporation (T $18.54)
  • $18.54 P/E (TTM): 24.13X Cap: $28.94B
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Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,

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Read Answer Asked by Willie on March 02, 2020

• Pembina Pipeline Corporation (PPL $59.67)
  • $59.67 P/E (TTM): 20.63X Cap: $34.57B
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Q: Thoughts on earnings? If you back out the $300 mil impairment charge what does it look like? A comment on their guidance going forward?

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Read Answer Asked by Harry on March 02, 2020

• S&P/TSX Composite Index (TSX $33,594.98)
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Q: Hi Team,

I've been through many of these events over past 35 years and I really like to avg in while people are throwing the baby out with the bath water.

Could you guys start a list of 5i stocks which should torque back after this selloff, ie stocks like Shop, LSPD, or any others in your universe that fit this criteria.

I'm certain you will start to get similar questions and it would nice if you could publish an updated list online like the tax selloff list.

For now I'd like your top 5 that have potential for a strong bounce.

Thanks again for all your great work!

Chris M.

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Read Answer Asked by Christopher on March 02, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Canadian Solar Inc. (CSIQ $20.22)
  • $20.22 Cap: $1.29B
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• SolarEdge Technologies Inc. (SEDG $37.06)
  • $37.06 Cap: $2.09B
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• Enphase Energy Inc. (ENPH $45.39)
  • $45.39 P/E (TTM): 35.69X Cap: $5.80B
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Q: Hi 5iR Team, Recently, I asked a question on Solar Technology stocks and the team gave me 4 names to follow up on: CSIQ, TSLA, FSLR, and SPWR. After doing some more research I would like to add to the list; SEDG and ENPH and drop SPWR and TSLA. OK, we now have 4 names; CSIQ, FSLR, SEDG, and ENPH. Could you rank order these names for me, perhaps with a few comments on why. Thanks very much team. Cheers, Chris

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Read Answer Asked by Chris on March 02, 2020

• Storm Resources Ltd. (SRX $6.27)
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Q: Hi, could you please comment on Storm Resources earnings release? Is it a strong stock in its field and would you recommend holding, I am down significantly on it and deciding whether to take a loss? Thank-you.

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Read Answer Asked by Kimberely on March 02, 2020

• Western Forest Products Inc. (WEF $14.38)
  • $14.38 Cap: $142M
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Q: Hello Peter, Ryan, and Team,

I read that US housing data is relatively positive at the moment, and am wondering if this is a plus for them and if their lofty 7.895% dividend could be considered safe.

Thanks as always for your insight.

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Read Answer Asked by Jerry on March 02, 2020

• BMO Canadian High Dividend Covered Call ETF (ZWC $21.74)
  • $21.74 P/E (TTM): 12.59X Cap: $2.11B
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Q: Can you please tell my if 100% of ZWC monthly income received is eligible for the dividend tax credit?
Thanks!!

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Read Answer Asked by Grant on March 02, 2020