Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $78.32)
  • $78.32 Cap: $5.75B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.21B
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Q: Dear Peter and Ryan.
I have limited cash in CAD RRSP account now. I think the each of above four stocks will be good additions to diversify my current portfolio. But I may add only two of three of the above. Can you please rank them?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on May 22, 2020

• Sun Life Financial Inc. (SLF $79.89)
  • $79.89 P/E (TTM): 14.81X Cap: $45.31B
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Q: Curiosity leads me to use a question credit- any idea what is behind the massive SLF volume today? Only twice before, in the last twenty years, has the stock seen something like this.

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Read Answer Asked by Robert on May 22, 2020

• Fortis Inc. (FTS $68.02)
  • $68.02 P/E (TTM): 20.26X Cap: $34.72B
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Q: Do you know why the price of Fortis has dropped over the past few days? Thanks for your comments.

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Read Answer Asked by Grant on May 22, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.07)
  • $17.07 Cap: $2.32B
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Q: Hi, what is the short interest in Lightspeed ? Besides good results, do you think that the sharp 38% spike in the share price Thursday, could also have been fueled by short covering ? In your view, is the worst behind the company and is it safe to add to a 2.5% position now ? Thanks

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Read Answer Asked by rajeev on May 22, 2020

• Constellation Software Inc. (CSU $4,334.23)
  • $4,334.23 P/E (TTM): 108.96X Cap: $93.22B
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Q: Why isn’t CSU is the growth portfolio?

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Read Answer Asked by Mike on May 22, 2020

• Sun Life Financial Inc. (SLF $79.89)
  • $79.89 P/E (TTM): 14.81X Cap: $45.31B
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• Dollarama Inc. (DOL $185.20)
  • $185.20 P/E (TTM): 43.85X Cap: $51.30B
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• Restaurant Brands International Inc. (QSR $86.33)
  • $86.33 P/E (TTM): 23.68X Cap: $39.28B
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• Descartes Systems Group Inc. (The) (DSG $137.26)
  • $137.26 P/E (TTM): 59.27X Cap: $11.79B
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• Kinaxis Inc. (KXS $188.45)
  • $188.45 P/E (TTM): 160.42X Cap: $5.34B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Premium Brands Holdings Corporation (PBH $94.28)
  • $94.28 P/E (TTM): 45.5X Cap: $4.24B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $80.37)
  • $80.37 P/E (TTM): 39.82X Cap: $9.16B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.30)
  • $18.30 P/E (TTM): 88.47X Cap: $1.89B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.21B
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Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)

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Read Answer Asked by Peter on May 22, 2020

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $129M
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Q: Hello 5i team,
As per their Q1 report today, Quarterhill announced $20 million in share repurchases with money on hand. With a new CEO in June, what is your opinion going forward?
Andrew

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Read Answer Asked by Andrew on May 21, 2020

• Royal Bank of Canada (RY $200.38)
  • $200.38 P/E (TTM): 20.58X Cap: $282B
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• Toronto-Dominion Bank (The) (TD $100.12)
  • $100.12 P/E (TTM): 10.65X Cap: $180.87B
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Q: Hi All:

With the negative feeling about banks for loan loss, etc. I wonder if I should let go either TD or RY or both and take the loss, then watch to buy back later. the total market value is about 3.7% of my total portfolio, and each one is almost equal in market value. The loss in TD is 19+% and RY 15+%. I also own NA with a gain and only 1.5+% in my portfolio.

Thank you.
L

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Read Answer Asked by LOUISA on May 21, 2020

• Miscellaneous (MISC)
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Q: Hi 5i Team,
If stock Ex-Div date is tomorrow and I buy stock today will 2 days Settlement date prevent me from getting dividend pay for this month?
Thanks in advance for your clarification

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Read Answer Asked by Hali on May 21, 2020

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,375.00)
  • $2,375.00 P/E (TTM): 8.34X Cap: $50.86B
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Q: Your thoughts on the Fairfax/Kennedy Wilson mortgage platform. Is it significant to Fairfax. Thank You.

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Read Answer Asked by Lawrence on May 21, 2020

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $129M
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Q: Please comment on their results and plans to buy back shares. Would you consider this a buy, hold or sell? Thank you.

Stella

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Read Answer Asked by Stella on May 21, 2020

• Apple Inc. (AAPL $232.65)
  • $232.65 P/E (TTM): 34.8X Cap: $3.42T
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• Alphabet Inc. (GOOG $212.16)
  • $212.16 P/E (TTM): 22.17X Cap: $2.51T
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Q: Hi 5i - I have been thinking of starting a half position in Apple, looking at a 3-5 year hold. Do you think the timing is OK or would I be better to add to my current holding in Alphabet which is only a quarter position. Or should I hold off and wait for another market dip. Thanks,

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Read Answer Asked by Martha on May 21, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.07)
  • $17.07 Cap: $2.32B
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Q: Was there anything in the report or the Conference Call that showed a 20% upside?
Would you know what impressed investors?
Thanks

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Read Answer Asked by Herm on May 21, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Is PEO a buy at these levels or still too risky?

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Read Answer Asked by christianne on May 21, 2020

• Valero Energy Corporation (VLO $151.19)
  • $151.19 P/E (TTM): 58.78X Cap: $46.83B
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Q: What are your thoughts on holding VLO?
It had what I thought was a good 1st quarter.

Thank you
Stephane

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Read Answer Asked by Stephane on May 21, 2020

• Amgen Inc. (AMGN $285.88)
  • $285.88 P/E (TTM): 23.66X Cap: $155.03B
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• Biogen Inc. (BIIB $133.77)
  • $133.77 P/E (TTM): 13.08X Cap: $19.99B
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• Gilead Sciences Inc. (GILD $112.89)
  • $112.89 P/E (TTM): 24.11X Cap: $141.35B
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• Medtronic plc. (MDT $91.93)
  • $91.93 P/E (TTM): 25.53X Cap: $118.07B
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Q: Comments on earnings for MDT please. Should I top up a 2% position? The only other healthcare stock I own is GUD. What other healthcare stock (US) would you add currently?
Also a comment on your service. It has paid for itself many times over! Just yesterday saved $1200 by using Norberts gambit. Something I would not have done if not for being part of the 5i community. Thanks for educating the individual investor.

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Read Answer Asked by Paul on May 21, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Would like an analysis of Xebec Canada and your thoughts/opinion of the growth future of the stock. Thank you!

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Read Answer Asked by Michael on May 21, 2020

• Ovid Therapeutics Inc. (OVID $1.22)
  • $1.22 Cap: $89M
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Q: Hi 5iTeam, would you please comment on this company and do you see it as buy, sell or hold?
Cheers

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Read Answer Asked by Harry on May 21, 2020

• Amazon.com Inc. (AMZN $231.75)
  • $231.75 P/E (TTM): 34.86X Cap: $2.44T
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• Microsoft Corporation (MSFT $507.89)
  • $507.89 P/E (TTM): 36.81X Cap: $3.76T
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• Abbott Laboratories (ABT $130.54)
  • $130.54 P/E (TTM): 16.51X Cap: $228.80B
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• Eli Lilly and Company (LLY $729.80)
  • $729.80 P/E (TTM): 59.89X Cap: $694.86B
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• Constellation Software Inc. (CSU $4,334.23)
  • $4,334.23 P/E (TTM): 108.96X Cap: $93.22B
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• Franco-Nevada Corporation (FNV $255.28)
  • $255.28 P/E (TTM): 45.85X Cap: $49.38B
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• Kinaxis Inc. (KXS $188.45)
  • $188.45 P/E (TTM): 160.42X Cap: $5.34B
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• Agnico Eagle Mines Limited (AEM $192.40)
  • $192.40 P/E (TTM): 28.79X Cap: $96.73B
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• iShares S&P/TSX Global Gold Index ETF (XGD $37.23)
  • $37.23 P/E (TTM): 106.6X Cap: $2.63B
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $63.49)
  • $63.49 P/E (TTM): 75.18X Cap: $478M
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• iShares Gold Bullion ETF (CGL $26.54)
  • $26.54 Cap: $1.54B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $77.35)
  • $77.35 P/E (TTM): 1.29X Cap: $644M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• SPDR Gold Shares ETF (GLD $314.44)
  • $314.44 Cap: $104.44B
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• Health Care Select Sector SPDR (XLV $136.10)
  • $136.10 P/E (TTM): 83.99X Cap: $33.47B
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• Technology Select Sector SPDR ETF (XLK $265.80)
  • $265.80 P/E (TTM): 94.08X Cap: $84.57B
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• Vanguard Information Technology ETF (VGT $705.99)
  • $705.99 P/E (TTM): 32.97X Cap: $95.02B
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• Vanguard Health Care ETF (VHT $252.85)
  • $252.85 P/E (TTM): 82.92X Cap: $15.22B
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Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.

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Read Answer Asked by Terence on May 21, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.69)
  • $13.69 Cap: $11.13B
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• iShares Core Canadian Universe Bond Index ETF (XBB $27.94)
  • $27.94 Cap: $8.12B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.31)
  • $18.31 Cap: $812M
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Q: Good morning! I would like to add to the fixed income side of my portfolio ... pls recommend the best fixed income investment today (retired, long-term hold, dividend investor). Thank you for this Q&A service!

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Read Answer Asked by Patrik on May 21, 2020