Investment Q&A

• ING Group N.V. (ING $24.64)
  • $24.64 P/E (TTM): 12.98X Cap: $78.30B
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Q: I use a big bank trading platform but possess limited skill sets in setting up the stock screeners. We can recognize however, this book value to stock price. (aware of the temporary dividend suspension).
How can I more easily find investments like this one ?

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Read Answer Asked by Cacey on April 23, 2020

• Tyson Foods Inc. (TSN $56.17)
  • $56.17 P/E (TTM): 22.1X Cap: $20.20B
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Q: My timing in purchasing was terrible, and now I am just watching my investment lose value every day. Should one expect a timely turnaround here ? I fear Tyson’s mega chicken plant in Sioux City will have the same issues as the Waterloo pork facility ... I feel like I am waiting for more bad news to murder my investment ,.. please advise .

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Read Answer Asked by Thomas on April 23, 2020

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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Q: Thoughts on earnings and guidance?? I bought this stock a few quarters ago as a 5G play. Would you consider this as a good holding for 5G exposure or are there some better options??

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Read Answer Asked by Keith on April 23, 2020

• Constellation Software Inc. (CSU $4,388.90)
  • $4,388.90 P/E (TTM): 107.98X Cap: $92.25B
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• Enghouse Systems Limited (ENGH $22.36)
  • $22.36 P/E (TTM): 15.61X Cap: $1.22B
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Q: Hi- CSU or ENGH to start a position today for 5+ year hold

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Read Answer Asked by Jordan on April 23, 2020

• Canadian Crude Oil Index ETF (CCX $4.27)
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Q: HI Team
I see that Auspice has warned investors about buying this unit, since it winds up may 22 and it is trading way above it's net asset value, trading about $5 and net asset value about $ 2.50, would not shorting the stock at this price be a good move. I understand it is a gamble, but as long as oil dosn't move up in a big way, it's a "sure bet"
Thanks

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Read Answer Asked by auftar on April 22, 2020

• Dynamic Active Global Dividend ETF (DXG $74.59)
  • $74.59 P/E (TTM): 59.27X Cap: $839M
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• Dynamic Dollar-Cost Averaging Fund Series A (DYN800 $9.46)
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• Dynamic Active Global Financial Services ETF (DXF $52.93)
  • $52.93 P/E (TTM): 40.94X Cap: $17M
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• Dynamic Active Global Infrastructure ETF (DXN $23.72)
  • $23.72 P/E (TTM): 31.02X Cap: $30M
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• Dynamic Active International Dividend ETF (DXW $25.05)
  • $25.05 P/E (TTM): 4.39X Cap: $41M
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Q: Hello 5i,

I have about 30k in some terrible mutual funds (don’t ask) but would like to keep it simple and put this into one ETF without concern to sectors or risk. I know they are very new but are you able to comment on DXN or DXW? I’m also looking as DXG and DXF. And an advisor recommended moving some money into DYN800 – is there any good reason for an investor to put money into this fund? Please take as many credits as you see fit.

Thanks for this great service.
John

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Read Answer Asked by John on April 22, 2020

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.84)
  • $166.84 P/E (TTM): 17.18X Cap: $9B
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Q: Whenever we recover from the current Covid-19 crisis, and business starts to return to some semblance of normal, how much growth do you see in
- New Store Openings for CTC's various retail franchises?
- In growing the membership in Triangle credit cards?
- In growth in sales through e-Commerce?
Collectively, does the growth potential post-Covid 19 look sizeable, or do you see CTC as pretty much a low-growth business?
Thank you.
Edward

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Read Answer Asked by Edward on April 22, 2020

• Sylogist Ltd. (SYZ $8.18)
  • $8.18 Cap: $191M
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Q: What do you think of SYZ's announcement this morning that they made an acquisition? Looks like it's right up their alley (good fit) but not sure how material it is.

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Read Answer Asked on April 22, 2020

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: What are the prospects for this bank in light of the collapse in oil prices?

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Read Answer Asked by Edgar on April 22, 2020

• Questor Technology Inc. (QST $0.48)
  • $0.48 Cap: $12M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: I have positions in both companies in my TFSA. With the turmoil in the oil industry, the damage to oil companies and the likelihood that it will continue for a while, I have been thinking about selling QST and buying more XBC. Individual stock weightings is not an issue. Your thoughts ?

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Read Answer Asked by Ken on April 22, 2020

• Descartes Systems Group Inc. (The) (DSG $136.14)
  • $136.14 P/E (TTM): 59.35X Cap: $11.64B
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• Kinaxis Inc. (KXS $198.78)
  • $198.78 P/E (TTM): 167.12X Cap: $5.59B
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Q: I currently have a full position in Kinaxis. I see that you continue to like Descartes. Do you see benefit in owning both, do their businesses overlap?
Thank you

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Read Answer Asked by Marty on April 22, 2020

• goeasy Ltd. (GSY $205.88)
  • $205.88 P/E (TTM): 12.28X Cap: $3.28B
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Q: Good morning,

I read that Lenderclub in the US laid off 30percent of there workforce yesterday with considerably fewer loans. Similar companies or not? Would you expect a similar decrease for GSY, and do you believe that is already priced in? Thanks in advance.

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Read Answer Asked by Brian on April 22, 2020

• CI MSCI Canada Quality Index Class ETF (FQC $34.96)
  • $34.96 P/E (TTM): 0.57X
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Q: Is this the right etf symbol for your recommended Canadian Quality ETF? what is it?

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Read Answer Asked by M.S. on April 22, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.72)
  • $41.72 P/E (TTM): 83.72X Cap: $6.87B
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• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.21)
  • $12.21 P/E (TTM): 25.46X Cap: $3.57B
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Q: what are your suggested canadian reits for income and some growth?

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Read Answer Asked by Sam on April 22, 2020

• ONEX Corporation Subordinate Voting Shares (ONEX $113.28)
  • $113.28 P/E (TTM): 13.33X Cap: $8B
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Q: Would appreciate your thoughts regarding ONEX.

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Read Answer Asked by Bruce on April 22, 2020

• Aritzia Inc. Subordinate Voting Shares (ATZ $76.78)
  • $76.78 P/E (TTM): 38.28X Cap: $8.74B
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Q: Hello 5i,
Thanks for all your great work.
I've been impressed with the unique way that Aritzia has carved out a place for itself in the Canadian retail sector. I've been thinking about stepping in and buying some discounted shares. Can you please comment on your overall thoughts on the company, it's financial strength and it's ability to make it to the other side of the virus disruption.
Thanks so much,
Murray

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Read Answer Asked by Murray on April 22, 2020

• Zoetis Inc. Class A (ZTS $154.09)
  • $154.09 P/E (TTM): 27.67X Cap: $68.29B
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Q: So apparently dog shelters have few if any rescues available and breeders also are without puppies now that folks are homebound and seeking furry companions. What do you think about Zoetis as an investment at this time from a risk reward perspective - would you recommend it as a buy, is its debt a problem - any other cautions. It hasn't dropped very much in this environment so would you average in gradually? Many thanks for the help. Ken

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Read Answer Asked by Ken on April 22, 2020

• Cracker Barrel Old Country Store Inc. (CBRL $59.83)
  • $59.83 P/E (TTM): 24.2X Cap: $1.38B
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• Texas Roadhouse Inc. (TXRH $172.92)
  • $172.92 P/E (TTM): 26.39X Cap: $11.48B
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Q: When I go in Florida in the winter I really like this restaurant chain, They have the best steaks for a really good price ! They have over 500 restaurants in all the states and they have no debt and over 100 millions in cash. They cut their dividend and the big bosses have all cut their salaries for this crisis. Do you think it is a good investment at the present price and do you prefer other chains for investments ? Thanks

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Read Answer Asked by jean on April 22, 2020

Q: Gran -Son with 12,000 to invest LONG term (10) yrs--he says !
Q-Do you feel this market will re-test the March low ?
Q-- Your top 3-picks in the Can. Mkt for long term
Thanks for the great service

Don

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Read Answer Asked by Dr. Donald on April 22, 2020

• Global X US Dollar Currency ETF (DLR $14.14)
  • $14.14 Cap: $226M
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Q: Hi, is there a security or ETF available to buy/short the Canadian or U.S. dollar but denominated in Canadian dollars? Thanks.

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Read Answer Asked by Gary on April 22, 2020