Investment Q&A

• Constellation Software Inc. (CSU $2,671.00)
  • $2,671.00 P/E (TTM): 56.43X Cap: $54.39B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $24.48)
  • $24.48 P/E (TTM): 29.94X Cap: $1.80B
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• goeasy Ltd. (GSY $104.85)
  • $104.85 P/E (TTM): 7.89X Cap: $1.70B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.58)
  • $12.58 Cap: $1.73B
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Q: I have half positions in these stocks,purchased at lower prices, thanks to 5i.In what order would you add to increase my positions today?

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Read Answer Asked by Allen on November 14, 2019

• Mattr Corp. (MATR $8.37)
  • $8.37 P/E (TTM): 15.0X Cap: $519M
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Q: Good Morning

Is the Shawcor dividend secure? Is it a reasonable value stock if one is patient?

Peter

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Read Answer Asked by Peter on November 14, 2019

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X
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Q: Morning fellas:
What do you guys think of this name?
Thank u
Mark

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Read Answer Asked by Mark on November 14, 2019

• Savaria Corporation (SIS $24.48)
  • $24.48 P/E (TTM): 29.94X Cap: $1.80B
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Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!

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Read Answer Asked by Michael on November 14, 2019

• Minto Apartment Real Estate Investment Trust (MI.UN $17.58)
  • $17.58 Cap: $1.09B
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Q: Thoughts on most recent earnings? What is price/affo?

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Read Answer Asked by Cory on November 14, 2019

• GR Silver Mining Ltd. (GRSL $0.42)
  • $0.42 Cap: $203M
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Q: Fundamental research Corp said;
pleased to see management increasing their equity ownership... used to continue resource expansion at the San Marcial project in
Mexico... Recent exploration has resulted in delineating multiple new high-grade silver and gold targets.

5i thoughts on GPLY plz

Thanks for all you do

gm

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Read Answer Asked by Gord on November 14, 2019

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.82)
  • $23.82 P/E (TTM): 8.28X Cap: $556M
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Q: Hi 5i,
Looks like a solid break out today on higher volumes for Chorus Aviation. Would you please comment on CHR results and if you consider it a buy here. Thanks

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Read Answer Asked by Gordon on November 14, 2019

• Occidental Petroleum Corporation (OXY $54.43)
  • $54.43 P/E (TTM): 32.57X Cap: $53.46B
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Q: What do you think of oxy as a dividend and growth company
Phil

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Read Answer Asked by philip on November 14, 2019

• Cisco Systems Inc. (CSCO $78.85)
  • $78.85 P/E (TTM): 27.96X Cap: $313.70B
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• Altria Group Inc. (MO $68.15)
  • $68.15 P/E (TTM): 13.17X Cap: $114.84B
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• Philip Morris International Inc (PM $177.30)
  • $177.30 P/E (TTM): 25.79X Cap: $286.14B
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• Total Energy Services Inc. (TOT $18.43)
  • $18.43 P/E (TTM): 11.54X Cap: $684M
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Q: On the US side, we've owned TOT, CSCO, MO and PM for some time now and they have languished. Is patience merited or should I sell these positions and replace them with other US stocks? We're retired and want to preserve capital but do like dividend income. thanks

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Read Answer Asked by alex on November 14, 2019

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Hi,

Could you comment on pivot's latest results ?

Thanks

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Read Answer Asked by Guy on November 14, 2019

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 20.29X
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Q: Can you please comment about company’s growth? Would you buy it at current price level?

Thanks!

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Read Answer Asked by Nick on November 14, 2019

• Enbridge Inc. (ENB $73.95)
  • $73.95 P/E (TTM): 27.44X Cap: $160.85B
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Q: I see Enbridge down close to 3% today as I write this. Are you aware of any news related to this drop. Could you please give me your current opinion on this stock and whether or not you think this is a good time to buy. Thanks.

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Read Answer Asked by Donald on November 14, 2019

• Canopy Growth Corporation (WEED $1.45)
  • $1.45 Cap: $545M
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Q: Weed is trading near $20. Is it a interesting speculation near that price? Thanks for your previous advice on that stock; you saved me thousands of $.

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Read Answer Asked by George on November 14, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.90)
  • $13.90 Cap: $12.25B
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• BMO Short Corporate Bond Index ETF (ZCS $14.04)
  • $14.04 Cap: $4.13B
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• BMO Ultra Short-Term Bond ETF (ZST $49.04)
  • $49.04 Cap: $3.78B
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• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.08)
  • $10.08 Cap: $545M
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• iShares U.S. High Yield Fixed Income Index ETF (CAD-Hedged) (CHB $14.86)
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Q: Hello 5i team, I am slowly reducing my exposure to equities for two reasons: position my portfolios ( US + CDN) for a possible recession or slowdown and also, I am 66 year old and my portfolios are 80% equities.
I have taken small positions to above bonds ETFs.. May I have your comments and also, would you recommend short/long or medium bonds and treasuries? As well, do you have other recommendations for someone my age? Thanks CR

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Read Answer Asked by Carlo on November 14, 2019

• CRH Medical Corporation (CRH $4.99)
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Q: How do you feel about the future of CRH after earnings and the call? Greetings, Peter.

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Read Answer Asked by peter on November 14, 2019

• iShares Core Balanced ETF Portfolio (XBAL $34.00)
  • $34.00 P/E (TTM): 14.83X Cap: $2.91B
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Q: Portfolio Analytics suggests we increase our US and International allocation to 35% and 25% (Currently much lower in both) and also decrease our equities and increase our fixed income to achieve a 60/40% split . (Currently we are at 85/15%). Looking at XBAL as a simple way to help achieve this, using some cash and proceeds of TSGI which I plan on selling soon. Any concerns or other suggestions ?
Thanks as always.

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Read Answer Asked by Alexandra on November 14, 2019

• Questor Technology Inc. (QST $0.30)
  • $0.30 Cap: $8M
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Q: With their last Q results, do you agree, the stock is a better buy today than was yesterday.
Do you see the SP reaching it’s all time high again soon ?
Thanks

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Read Answer Asked by Luc on November 14, 2019

• Superior Plus Corp. (SPB $6.70)
  • $6.70 P/E (TTM): 97.6X Cap: $1.45B
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Q: Comments on their results please.
Continue holding for income or move on ?
Thanks.

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Read Answer Asked by Luc on November 14, 2019

• Cintas Corporation (CTAS $201.43)
  • $201.43 P/E (TTM): 42.93X Cap: $80.61B
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Q: Spruce Point Capital has issued a report against Cintas. Can you give any comment on the reputation of Spruce Point or how seriously we should take their report?

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Read Answer Asked by Elliott on November 14, 2019

Q: Hi, could you please comment on BAM.a earnings. Thanks

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Read Answer Asked by rajeev on November 14, 2019