Investment Q&A

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • Cap: $418M
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Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon

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Read Answer Asked by Sheldon on January 12, 2020

• Berkshire Hathaway Inc. (BRK.B $464.73)
  • $464.73 P/E (TTM): 0.01X Cap: $1T
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Q: Hello 5i, would you consider BRK.B:US a good place to park 50K (instead of a GIC) for 2-3 years?
It seem to be at a all-time high!

thanks
f

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Read Answer Asked by Fernando on January 12, 2020

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.46)
  • $4.46 P/E (TTM): 21.78X Cap: $42M
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Q: Hi team do you see any reason for the drop in the share price recently.
Thank you,
Frank

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Read Answer Asked by Frank on January 12, 2020

• Brookfield Real Assets Income Fund Inc. (RA $13.10)
  • $13.10 P/E (TTM): 30.96X Cap: $726M
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Q: Please explain tax implications if held in cash and RRSP accounts.
Thank you

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Read Answer Asked by Luc on January 12, 2020

• The Boeing Company (BA $225.96)
  • $225.96 Cap: $170.86B
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• Exchange Income Corporation (EIF $68.05)
  • $68.05 P/E (TTM): 27.49X Cap: $3.49B
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Q: There is a lot of negative news out on Boeing and some companies ,GE for one hurting because of the falling investors are showing. Exchange (EIF) is also in the aeronautics business and do you think it could follow suit with a lets say sympathy drop??

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Read Answer Asked by Alan on January 12, 2020

• Imperial Oil Limited (IMO $114.97)
  • $114.97 P/E (TTM): 12.96X Cap: $58.52B
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Q: Hello Peter, a 'Market Call' guest whom I've learned to listen to closely over many years (you are the other; hence my 5i membership) recommended Imperial Oil in that sector, largely because he perceived its downside risk to be minimal due to its current price relative to book value. I have a large position in CNQ and a smaller one in Tourmaline. But I'd like to add to my O&G holdings with a stock with a 'lowish' downside. Would you concur with the IMO recommendation for this purpose, or would you suggest I just add to the CNQ and/or Tourmaline. Thank you!

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Read Answer Asked by James on January 12, 2020

• Apple Inc. (AAPL $227.18)
  • $227.18 P/E (TTM): 34.8X Cap: $3.37T
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• Microsoft Corporation (MSFT $521.77)
  • $521.77 P/E (TTM): 38.27X Cap: $3.87T
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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 $71.33)
  • $71.33 Cap: $5.21B
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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 $16.53)
  • $16.53 Cap: $2.27B
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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 $79.10)
  • $79.10 P/E (TTM): 1.27X Cap: $664M
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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 $34.01)
  • $34.01 Cap: $22.38B
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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 $82.10)
  • $82.10 P/E (TTM): 8.9X Cap: $1.78B
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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 $5.59)
  • $5.59 P/E (TTM): 6.43X Cap: $2.86B
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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 $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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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 $6.49)
  • $6.49 P/E (TTM): 62.67X Cap: $646M
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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 $13.21)
  • $13.21 Cap: $1.84B
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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 $190.44)
  • $190.44 P/E (TTM): 221.11X Cap: $4.08B
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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 $112.55)
  • $112.55 P/E (TTM): 22.94X Cap: $202.35B
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• Linamar Corporation (LNR $69.19)
  • $69.19 P/E (TTM): 16.16X Cap: $4.13B
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• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.74B
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• Enghouse Systems Limited (ENGH $22.11)
  • $22.11 P/E (TTM): 15.87X Cap: $1.21B
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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