Investment Q&A

• Costco Wholesale Corporation (COST $975.39)
  • $975.39 P/E (TTM): 57.9X Cap: $432.56B
  • View COST Profile
  • View Questions on COST
• Premium Brands Holdings Corporation (PBH $94.12)
  • $94.12 P/E (TTM): 45.03X Cap: $4.20B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• The Hain Celestial Group Inc. (HAIN $1.86)
  • $1.86 Cap: $167M
  • View HAIN Profile
  • View Questions on HAIN

Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.

Upvote 0

Read Answer Asked by William on November 13, 2019

• iShares Canadian Value Index ETF (XCV $44.10)
  • $44.10 P/E (TTM): 3.61X Cap: $79M
  • View XCV Profile
  • View Questions on XCV
• CI Morningstar Canada Value Index ETF (FXM $29.68)
  • $29.68 P/E (TTM): 2.41X Cap: $313M
  • View FXM Profile
  • View Questions on FXM

Q: Hi, I have been increasingly hearing that after a long period of growth stocks significantly outperforming value stocks that the tide may be turning and a major shift to value stocks may be underway and in the early stages. Time will tell if this is correct but meantime would you be able to recommend some value oriented Canadian ETF’s that would most benefit frommsuch a rotation? Thanks.

Upvote 0

Read Answer Asked by Gary on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $33.56)
  • $33.56 Cap: $22.07B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: When BEP.UN trades with the new listing will the two listings be trading at the same price. They will both be trading essentially the same assets yet traded by different investor groups. Will this work as an arbitrage trade. Just Curious.
Thanks, Peter

Upvote 0

Read Answer Asked by Peter on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.36)
  • $15.36 P/E (TTM): 82.74X Cap: $1.49B
  • View GOOS Profile
  • View Questions on GOOS

Q: GOOS looked to have a good quarter, reiterated guidance, was trading higher in pre-markets this morning and now is getting hammered. Obviously I missed something... Where do you see GOOS going from here and what is dragging it down today?

Thanks!

Upvote 0

Read Answer Asked by Adam on November 13, 2019

• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
  • View CCLA Profile
  • View Questions on CCLA

Q: Stability and steady growth? Acknowledge early trading but down 10%. This thing is a dog. My fault, should have sold prior to earnings, but have to say a tad frustrated with these responses which don’t in my opinion critically assess potential alternatives and the reluctance to call a dog a dog.

Upvote 0

Read Answer Asked by Patrick on November 13, 2019

• Bragg Gaming Group Inc. (BRAG $4.21)
  • $4.21 Cap: $105M
  • View BRAG Profile
  • View Questions on BRAG

Q: Can you please comment on results and company going forward. Thanks

Upvote 0

Read Answer Asked by Bruce on November 13, 2019

• Aegon Ltd. New York Registry Shares (AEG $7.51)
  • $7.51 Cap: $14.90B
  • View AEG Profile
  • View Questions on AEG
• ING Group N.V. (ING $24.96)
  • $24.96 P/E (TTM): 12.76X Cap: $78.55B
  • View ING Profile
  • View Questions on ING

Q: Hi,may a have your thoughts on those banks? I own both besides can financial and .want to sell one of them.

thanks

Upvote 0

Read Answer Asked by margit on November 13, 2019

• High Arctic Energy Services Inc. (HWO $0.81)
  • $0.81 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: HWO's US and PNG operations are bright spots in an otherwise bleak report. Can they be a buyer when others are sellers? Their costs of dividends - as compared, say, to EBITDA - seems manageable. Your thoughts?

Upvote 0

Read Answer Asked by John on November 13, 2019

Q: Hello
I recently sold some SU and one lot filled at 42.745. I thought stocks of this value trade at even penny increments. Is this normal or did broker make mistake?

Upvote 0

Read Answer Asked by Greg on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $33.56)
  • $33.56 Cap: $22.07B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: The payout ratio is about 100% of AFFO. What is your view as to the sustainability of the distribution including guidance for increases? Is this level of payout consistent with peers?

Upvote 0

Read Answer Asked by Carl on November 13, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Your thoughts on Boyd's results please.

Upvote 0

Read Answer Asked by bill on November 13, 2019

• iShares S&P/TSX Global Gold Index ETF (XGD $35.25)
  • $35.25 P/E (TTM): 106.6X Cap: $2.48B
  • View XGD Profile
  • View Questions on XGD
• Sprott Physical Gold Trust Unit (PHYS $25.62)
  • $25.62 P/E (TTM): 24.9X Cap: $10.33B
  • View PHYS Profile
  • View Questions on PHYS

Q: Hi 5i Team.
Can you suggest some companies, or ETF's, that have a high leverage to the prices of gold and silver? Any other suggestions on how to play that market is immensely appreciated? Is your opinion on the strength of gold and silver, positive, for the near/intermediate future? Thank you!

Upvote 0

Read Answer Asked by Conrad L on November 13, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.06)
  • $28.06 Cap: $8.18B
  • View XBB Profile
  • View Questions on XBB
• PIMCO Monthly Income Fund (Canada) (PMIF $18.21)
  • $18.21 P/E (TTM): 22.17X Cap: $3.36B
  • View PMIF Profile
  • View Questions on PMIF

Q: For an investor with a high equity tilt (e.g. 90% equity - 10% bonds), can you recommend one fund as a one-stop-shop for the bond component? PMIF currently has my attention.

Upvote 0

Read Answer Asked by Andrew on November 13, 2019

Q: your view on the quarter for abt

Upvote 0

Read Answer Asked by Josh on November 13, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
  • View Questions on CHW

Q: Chesswood reported last evening and I would appreciate your feedback on their earnings trend. The dividend (7.77%) and cashflow seem OK. Any concerns? Are there alternatives you would consider?

Thank you

Upvote 0

Read Answer Asked by Martin on November 13, 2019

• NFI Group Inc. (NFI $19.18)
  • $19.18 Cap: $2.28B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: NFI reported last night. Based on the report, are you more optimistic about its prospects or less? I am looking at purchasing in my TFSA and selling from my Cash account in 30 days. Or would you wait for another Quarter?

Upvote 0

Read Answer Asked by Kelly on November 13, 2019

• Knight Therapeutics Inc. (GUD $6.25)
  • $6.25 P/E (TTM): 63.56X Cap: $632M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Knight finally does the "transformative" deal everyone has been waiting for and now it's up only 3% from early Sept (and going straight down every day). As a long suffering shareholder, any comments on this situation.

Upvote 0

Read Answer Asked by Darcy on November 13, 2019

• GE Aerospace (GE $269.70)
  • $269.70 P/E (TTM): 39.0X Cap: $285.10B
  • View GE Profile
  • View Questions on GE

Q: What is wrong with ge could they revovere after important decrease in valu

Upvote 0

Read Answer Asked by Aurelian on November 13, 2019

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $15.25)
  • $15.25 P/E (TTM): 21.8X Cap: $432M
  • View CSW.A Profile
  • View Questions on CSW.A

Q: What is your opinion of Corby's Class A for dividend income? The price keeps dropping and it looks interesting at close to $15

Upvote 0

Read Answer Asked by Ian on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $33.56)
  • $33.56 Cap: $22.07B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Just curious. Who are those that can't buy limited partnerships like BEP.UN? Thanks.

Upvote 0

Read Answer Asked by Charles on November 13, 2019