Investment Q&A

Q: Further to Harrys question on CIPF insurance with brokerage firm. We have 3 acccounts one joint and one in my name and one in spouses name, (1 cash acct, and two TFSA's) Does the one million apply to each account or for all 3 combined.?
I really appreciate your help at all times

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Read Answer Asked by Shirley on June 01, 2020

• Biogen Inc. (BIIB $137.18)
  • $137.18 P/E (TTM): 13.26X Cap: $20.32B
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Q: The company financials are straight up and profit margins seem reasonable. Can I have your opinion for a 3 to 5 year hold
GUY

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Read Answer Asked by Guy R. on June 01, 2020

• Biogen Inc. (BIIB $137.18)
  • $137.18 P/E (TTM): 13.26X Cap: $20.32B
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• Illumina Inc. (ILMN $100.30)
  • $100.30 Cap: $15.38B
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• Medtronic plc. (MDT $92.89)
  • $92.89 P/E (TTM): 25.77X Cap: $119.18B
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Q: Hello. Looking to allocate some more capital to health care. What are your top 3 growth stock recommendations in US health care. Already own ILMN, BIIB, and MDT. Need some small to mid cap names that have good 5-10 year runways!

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Read Answer Asked by Ryan on June 01, 2020

• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
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Q: INTERRENT REIT HAD AN OFFERING RECENTLY. WHAT WAS THE PRICE AND IS OR WAS IT AVAILABLE TO THE PUBIC OR JUST PRIVATE INSTITUTIONS? CASH FROM THE OFFERINGS, WAS IT A GOOD THING OR NOT? WHAT IS THE REAL ESTATE THEY WOULD BE BUYING WITH THE CASH/

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Read Answer Asked by Herbert on June 01, 2020

• Biogen Inc. (BIIB $137.18)
  • $137.18 P/E (TTM): 13.26X Cap: $20.32B
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• Costco Wholesale Corporation (COST $976.68)
  • $976.68 P/E (TTM): 56.78X Cap: $431.07B
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• Alphabet Inc. (GOOG $203.84)
  • $203.84 P/E (TTM): 21.85X Cap: $2.47T
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• Microsoft Corporation (MSFT $515.74)
  • $515.74 P/E (TTM): 38.14X Cap: $3.86T
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• Starbucks Corporation (SBUX $92.83)
  • $92.83 P/E (TTM): 39.05X Cap: $102.98B
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• JPMorgan Chase & Co. (JPM $290.91)
  • $290.91 P/E (TTM): 14.25X Cap: $798.77B
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• Procter & Gamble Company (The) (PG $155.71)
  • $155.71 P/E (TTM): 24.5X Cap: $361.56B
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• Roper Technologies Inc. (ROP $532.14)
  • $532.14 P/E (TTM): 37.19X Cap: $56.99B
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• Verizon Communications Inc. (VZ $44.39)
  • $44.39 P/E (TTM): 10.31X Cap: $186.53B
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• Atlassian Corporation (TEAM $169.47)
  • $169.47 Cap: $43.83B
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Q: Hello Peter,
If you were starting a new account with 100k and wanted to build a somewhat balanced portfolio of 10 US equities, with a 10 year timeframe, which 10 would you currently choose, including considering current price?

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Read Answer Asked by James on June 01, 2020

• Macy's, Inc. (M $13.22)
  • $13.22 P/E (TTM): 6.5X Cap: $3.47B
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Q: Hi 5i,
Macys recently announced an offering of $1.3b senior secured notes and judging from share price spike the markets seem to like something about it.
Can you tell me why this happened and if this stock is investable with potential at current price, for a 2 year time horizon. Why/why not?

Thx

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Read Answer Asked by jim on June 01, 2020

• The Valens Company Inc. (VLNS $1.01)
  • $1.01 Cap: $81M
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Q: Hi
Is it a good time to take a full position 3% in the stock vlns.
Thank you

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Read Answer Asked by Edward on June 01, 2020

• Network Media Group Inc. (NTE $0.15)
  • $0.15 Cap: $2M
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Q: Market didn’t seem to like their recent earnings report, I thought they weren’t so bad. With the rise in streaming services and customers for their products, what are your thoughts on the company’s prospects?

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Read Answer Asked by Allen on June 01, 2020

• First National Financial Corporation (FN $48.25)
  • $48.25 P/E (TTM): 15.82X Cap: $2.89B
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Q: Peter, my wife is interested in enhancing her annual returns while staying relatively conservative. She already has a balanced stock portfolio and for new funds she is considering mortgages. Can you suggest any publicly-traded mortgage investment companies with a good track record and reputation?

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Read Answer Asked by James on June 01, 2020

• Roper Technologies Inc. (ROP $532.14)
  • $532.14 P/E (TTM): 37.19X Cap: $56.99B
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• Finning International Inc. (FTT $57.11)
  • $57.11 P/E (TTM): 12.16X Cap: $7.50B
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Q: Thank you for the great service you provide.
I would like to increased my industry sector holdings. I presently have TRI, BBU.UN,HON, (full position of CNR and CPR combined), FTT,
STN and NFI ( in the portfolio analysis summary NFI is listed as consumer spending cyclical. Should it not be listed as industrial? )
Goal is growth and income. 2 to 3 year hold.
Are there any you would sell?
Are there any you would add to?
Need to increase US funds as well.
Thanks so much.

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Read Answer Asked by Lorraine on June 01, 2020

• Enghouse Systems Limited (ENGH $22.32)
  • $22.32 P/E (TTM): 15.61X Cap: $1.22B
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• Open Text Corporation (OTEX $43.69)
  • $43.69 P/E (TTM): 12.98X Cap: $11.64B
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Q: Over the past year ENGH has done much better than OTEX. I need two tech stocks. After CSU which one would you recommend?

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Read Answer Asked by Danny-boy on June 01, 2020

• MediPharm Labs Corp. (LABS $0.08)
  • $0.08 Cap: $33M
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• The Valens Company Inc. (VLNS $1.01)
  • $1.01 Cap: $81M
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Q: Of the two above how do you view their future and which one do you prefer for stability and growth? Thanks

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Read Answer Asked by Michael on June 01, 2020

Q: "...digitizing the delivery of healthcare by providing patients access to all points of their care from their phone, tablet or desktop computer." Purely speculative at this point, the concept is interesting in today's world and beyond where avoiding waiting rooms full of potentially sick people is preferred. Anyone at 5i looked at this little stock? Got any thoughts?
Much Appreciated as always,
Stephen

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Read Answer Asked by Stephen on June 01, 2020

• Bank of Nova Scotia (The) (BNS $78.40)
  • $78.40 P/E (TTM): 16.45X Cap: $97.73B
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• Canadian Imperial Bank Of Commerce (CM $101.66)
  • $101.66 P/E (TTM): 12.7X Cap: $95.27B
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• Laurentian Bank of Canada (LB $30.77)
  • $30.77 P/E (TTM): 13.51X Cap: $1.36B
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Q: I own all of these (similar amounts) and bought LB to boost income. Now its yield is less than the other two do you think it makes sense to switch into the other two? Thanks.

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Read Answer Asked by David on June 01, 2020

• Enghouse Systems Limited (ENGH $22.32)
  • $22.32 P/E (TTM): 15.61X Cap: $1.22B
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Q: what is expected from ENGH next week for earnings? Thx

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Read Answer Asked by blake on June 01, 2020

• Questor Technology Inc. (QST $0.48)
  • $0.48 Cap: $12M
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Q: I had added QST as a more speculative name with hopes for a 1-2 year move, but it sounds like they might be muted for some time. Would you agree? Could you recommend a couple of names to replace it with better short term growth prospects, or at least with a clearer runway ahead of them?

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Read Answer Asked by Rick on June 01, 2020

• Capstone Infrastructure Corporation cumulative five-year rate reset preferred shares series A (CSE.PR.A $17.50)
  • $17.50 Cap: $3.65B
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Q: in answer to Stephen's question today did you mean Capstone was acquired; if so by whom?
Hugh

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Read Answer Asked by Hugh on June 01, 2020

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Hi
How is the debt level and is it a good entry time for FLY.
Regards

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Read Answer Asked by Edward on June 01, 2020

• H&R Real Estate Investment Trust (HR.UN $11.82)
  • $11.82 Cap: $3.26B
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Q: Do you know why we got a 6%+ drop in this name on Friday? Did I miss something? Thanks for your help.
Dennis

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Read Answer Asked by Dennis on June 01, 2020

• Chartwell Retirement Residences (CSH.UN $18.50)
  • $18.50 P/E (TTM): 87.43X Cap: $5.34B
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Q: Do you have any information about how Chartwell is faring in the present crisis, compared to other companies in this industry? Are any of its residences among the 5 disaster cases in Ontario? What about in Quebec and the other provinces? In other words, is there information available that lets us assess how a particular long-term retirement residence company is doing relative to the others?

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Read Answer Asked by Philip on June 01, 2020