Investment Q&A

• Workday Inc. (WDAY $232.87)
  • $232.87 P/E (TTM): 110.2X Cap: $62.17B
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• ServiceNow Inc. (NOW $934.68)
  • $934.68 P/E (TTM): 117.98X Cap: $189.63B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave

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Read Answer Asked by Dave on February 05, 2019

Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?

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Read Answer Asked by Josh on February 05, 2019

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.12X Cap: $3.20B
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• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.01X Cap: $110.03B
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Q: What are your top 2 picks in the materials sector? For a long term hold.
Thanks.

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Read Answer Asked by John on February 05, 2019

Q: What is your opinion on these two Enbridge capital structures? ENS, although riskier, offers currently a higher dividend than the issue price. I could not find the current value of the preferred shares.
Thank you for your input!

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Read Answer Asked by Sigrid on February 05, 2019

Q: Peter; Could you comment on this Enbridge hybrid as to safety of dividend and just generally your opinion of it ? Thanks. Rod

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Read Answer Asked by Rodney on February 05, 2019

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: The market does not like these securities. 5i does like these securities. There must be better stocks on the Canadian market that you could replace these with. Thank you. Dennis

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Read Answer Asked by Dennis on February 05, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: Hi folks,
Do you see ATE's bought deal positively because the company is setting the stage for Phase 3 development, or negatively because the company has yet to attract big pharma interest? Would you consider the current price weakness a buying opportunity or just another dilution?
Thanks,
Glen

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Read Answer Asked by Glen on February 05, 2019

• Canadian Pacific Kansas City Limited (CP $101.63)
  • $101.63 P/E (TTM): 23.1X Cap: $94.89B
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Q: Hi Guys,
I like to own one of the railways. Which one would you prefer?

Thanks, Henry

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Read Answer Asked by Henry on February 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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Q: The stock I love to hate. With it now being close to 8% of the growth portfolio do we trim prior to earnings release.

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Read Answer Asked by andrew on February 05, 2019

• CI Enhanced Government Bond ETF (FGO $10.12)
  • $10.12 Cap: $546M
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Q: GREETINGS:
Barry Allan was on Berman's call Jan 28. He has launched a new ETF
FGO, which is designed to outperform in times of recession. Only 125 mil
now, mer .60%. They are targeting 5-6% return after fees if we have a recession and 3-4 %, if not. He says that he is very cautious on prep
shares and floating rate instruments at this time. please comment.
Thanks, BEN. I would appreciate as much criticism of the ETF as you
will offer.

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Read Answer Asked by BEN on February 05, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Hi 5i - can you see a total return of 10% per year over 5-10 years on BEP.UN (currently yields 7%)? Thanks, Neil

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Read Answer Asked by Neil on February 05, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.48X Cap: $673M
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Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.

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Read Answer Asked by Stella on February 05, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Can you provide the short interest on TSGI from last July, 1 month ago & now. Thanks

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Read Answer Asked by Darcy on February 05, 2019

• iShares S&P/TSX Capped REIT Index ETF (XRE $15.49)
  • $15.49 P/E (TTM): 16.98X Cap: $1.09B
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Q: I have a question about XRE and the real estate stocks in general

I noted that the above has been going up recently
is there a fundamental reason for it ?

I have REI.un, I am thinking of selling it and putting it in XRE

thanks
Michael

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Read Answer Asked by Michael on February 05, 2019

• Cardinal Health Inc. (CAH $189.84)
  • $189.84 P/E (TTM): 25.24X Cap: $39.27B
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Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks

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Read Answer Asked by steve on February 05, 2019

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
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Q: I have noticed a lot of press about fund managers shorting Canadian banks. I have TD, Royal and BNS. Is this a time to unload them?

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Read Answer Asked by Howie on February 05, 2019

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?

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Read Answer Asked by Allen on February 05, 2019

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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• Surge Energy Inc. (SGY $6.56)
  • $6.56 P/E (TTM): 14.7X Cap: $660M
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Q: I am considering borrowing to invest in these two companies to take advantage of a rise in the oil price,if it ever happens.Perhaps SU or CNQ would be safer choices.What do you think?

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Read Answer Asked by Allen on February 05, 2019

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: I own some TRP.PR.E (TransCanada rate reset preferred shares) which have taken a beating over the past 6 months (down around 20%)
What is the prognosis for recovery? Should I hold for long term or sell and move on?
Your good advice is greatly appreciated.

Thanks

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Read Answer Asked by Todd on February 05, 2019

Q: Would appreciate your assistance in finding a list (preferably US) of large cap Cos. that offer pref. shares covering broad market segments. Thank you.

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Read Answer Asked by Robert on February 05, 2019