Investment Q&A

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Good morning Peter & Team,
Part of GM's rationale (so they say) for closing the Oshawa plant and others is to focus on 'autonomous' vehicles that, according to a GM spokesperson, "don't hit each other". How will this affect the core business of Boyd in the medium and long term? Thanks to 5i, I have some fabulous gains on this stock and am wondering if and when I should take some profits. (BYD.UN is 2.55% of our overall portfolio).
Thanks as always for your guidance.

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Read Answer Asked by Jerry on November 29, 2018

• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: Do you think it is likely that there will be a cut or do you think that the dividend is safe?
Thanks,
Philip

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Read Answer Asked by Philip on November 29, 2018

• goeasy Ltd. (GSY $206.49)
  • $206.49 P/E (TTM): 12.28X Cap: $3.28B
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• VersaBank (VBNK $14.60)
  • $14.60 P/E (TTM): 13.72X Cap: $481M
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Q: Hi there, which of the 2 names would you prefer in the financial space? Which would do you consider to be less risky of the 2? Thanks!

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Read Answer Asked by Michael on November 29, 2018

• Blackstone Inc. (BX $169.22)
  • $169.22 P/E (TTM): 51.85X Cap: $126.49B
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• Brookfield Business Partners L.P. (BBU.UN $36.80)
  • $36.80 Cap: $7.32B
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Q: Which would you prefer? I'm looking for stability and growth over yield and if BX, is it best held in an RSP for tax treatment? Thank you.

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Read Answer Asked by Michael on November 29, 2018

• Sapiens International Corporation N.V. (SPNS $42.68)
  • $42.68 Cap: $1.64B
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Q: Appreciate it's a very volatile equity & time. Any news that would account for > 5% hike yesterday?

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Read Answer Asked by Joel on November 29, 2018

• Firm Capital Apartment Real Estate Inves (FCA.U $3.62)
  • $3.62 Cap: $27M
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Q: May I have your opinions on this company please

John

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Read Answer Asked by John on November 29, 2018

• Meta Platforms Inc. (META $767.37)
  • $767.37 P/E (TTM): 28.49X Cap: $1.97T
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Q: I'm considering tax loss for FB and returning to it in a month.

It looks like its price is stabilizing now, but I imagine my crystal ball is working as well as anyone elses.

I'm a big fan of the stock but can't see how it can overcome such steady bad press.

Your thoughts please.

Thanks for all your support.

Update; I no longer have a loss on it.

Mark

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Read Answer Asked by Mark on November 29, 2018

• Intuitive Surgical Inc. (ISRG $481.28)
  • $481.28 P/E (TTM): 66.89X Cap: $172.16B
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Q: 1) Please comment on the current market conditions - going up or down? Dependent on the US/China tarrif talks?
2) If you had $120,000.00 to deploy in the market now what 3 to 5 stocks/ETF's would you buy now in 1)Canada and 3 to 5 stocks/ETF's in the US?
3)What companies would u recommend to buy as a play on 5G in the communications world? - Telcos? developers? support companies?
Thank you.

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Read Answer Asked by George on November 29, 2018

• Micron Technology Inc. (MU $123.55)
  • $123.55 P/E (TTM): 21.7X Cap: $135.26B
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• Methanex Corporation (MX $46.87)
  • $46.87 P/E (TTM): 10.17X Cap: $3.19B
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• Magna International Inc. (MG $60.81)
  • $60.81 P/E (TTM): 10.43X Cap: $17.24B
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Q: Which stocks are undervalue or cheap as of today?.

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Read Answer Asked by Nizar on November 29, 2018

• goeasy Ltd. (GSY $206.49)
  • $206.49 P/E (TTM): 12.28X Cap: $3.28B
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Q: Your outlook on this stock please

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Read Answer Asked by Sheryl on November 29, 2018

• Miscellaneous (MISC)
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Q: I have a Tax Free Saving Account government regulation question. In January 2019, I contribute $6,000.00 dollars, the new possible limit per year. Then, in January 2019, I transfer in-kind from regular account to my TFSA a stock worth $6,000.00 dollars. Now, can I buy another stock in the TFSA with the $6,000.00 dollars in cash in the account?

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Read Answer Asked by Herbert on November 29, 2018

• Descartes Systems Group Inc. (The) (DSG $136.21)
  • $136.21 P/E (TTM): 59.35X Cap: $11.64B
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Q: Your comment on earnings would be appreciated.

Sheldon

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Read Answer Asked by Sheldon on November 29, 2018

• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $44.22)
  • $44.22 P/E (TTM): 26.38X Cap: $547M
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $70.16)
  • $70.16 P/E (TTM): 40.84X Cap: $2.56B
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Q: Which ETF ex North America, would you recommend for global exposure?

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Read Answer Asked by Peter on November 29, 2018

• Bank of Nova Scotia (The) (BNS $78.53)
  • $78.53 P/E (TTM): 16.45X Cap: $97.73B
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• BCE Inc. (BCE $35.28)
  • $35.28 P/E (TTM): 76.89X Cap: $32.98B
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• Enbridge Inc. (ENB $64.44)
  • $64.44 P/E (TTM): 22.85X Cap: $141.78B
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• Hydro One Limited (H $50.79)
  • $50.79 P/E (TTM): 25.02X Cap: $30.51B
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Q: I bought BCE two or three years ago and watched its value peak about 3 times before settling back down now to levels pretty much where I bought it. In the meantime, I've had the benefit of a good dividend.

When I look at the 3 year chart, it is beginning to look encouraging again. so I was thinking that maybe some folks are buying into the telecoms because they like the stability offered in an economic downturn. I was about ready to sell and look for something with a bit more growth. Maybe I should hang on?

Would you recommend anything else with a similar dividend and stability in this economic environment?

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Read Answer Asked by John on November 29, 2018

• COSCIENS Biopharma Inc. (AEZS)
  • Cap: $7M
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Q: Analysts have recently become quite positive about AEZS. Morningstars sees 38 per cent upside to fair value; Thomson Reuters rates is a 10/10 with a trailing P/E of 5.7 with a net margin of 34 per cent. Has your opinion changed since your last reply?

Thank you.

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Read Answer Asked by Kurt W on November 29, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $23.06)
  • $23.06 P/E (TTM): 19.91X Cap: $2.34B
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Q: SIS and Toy are continuously going down is there any other reason than tax sell,Are they good buys today?. Or something wrong with them?.

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Read Answer Asked by Nizar on November 29, 2018

• NFI Group Inc. (NFI $19.12)
  • $19.12 Cap: $2.23B
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• Savaria Corporation (SIS $21.04)
  • $21.04 P/E (TTM): 30.75X Cap: $1.51B
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Q: Ryan and Peter,
I'm looking to buy a company that has good rebound potential once the market turns. SIS AND NFI both seem to be oversold. In your opinion, which one looks like it is poised to impove its share price the most once this market improves. Which other companies, (sector doesn't matter) have excellent rebound potential. Thanks for your advice.

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Read Answer Asked by Les on November 29, 2018

• Vanguard S&P 500 Index ETF (VFV $158.07)
  • $158.07 P/E (TTM): 82.03X Cap: $24.68B
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Q: I have a question about VFV and index ETFs generally. If equity markets are facing headwinds in the next year or so as some analysts believe, would this be the wrong time to sell individual stocks in my investment account and go to index funds? My goal is to simplify and de-risk my portfolio and reduce some volatility. Thanks for your help, Ron

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Read Answer Asked by RON on November 29, 2018

• Bank of America Corporation (BAC $47.92)
  • $47.92 P/E (TTM): 13.77X Cap: $347.68B
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• Bank of Nova Scotia (The) (BNS $78.53)
  • $78.53 P/E (TTM): 16.45X Cap: $97.73B
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Q: Good morning 5i,
I believe you have said somewhere that you would prefer the American banks at the current moment. I am wondering if I am remembering correctly and if so, would you stand by that, and again if so, would you buy bac now instead of BNS, all things being equal.
thanks as always

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Read Answer Asked by joseph on November 29, 2018

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.55)
  • $19.55 P/E (TTM): 9.25X Cap: $1.64B
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Q: Is having a good day. Anything 5 i sees to account for this. Thx

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Read Answer Asked by blake on November 28, 2018