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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there. I was looking at your CAE report, and I was curious about how you develop your Peer Based Target Price which appears to be a weighted blend of the Fwd P/E, EV/EBITDA, FWD EV/EBITDA, P/B Ratio, Price to Sales Ratio, Fwd Price to Sales Ratio, Dividend Yield and possibly the historical relative averages. How do you determine the best metrics to place weight on? Does this view change depending on the subindustry?

Thank you!
Read Answer Asked by Liam on January 30, 2020
Q: I have both MPC and VLO. I understand that VLO is purely a refiner and not hostage to world oil prices, but MPC does have some exploration and production assets.
1. Is my understanding correct?
2. If yes, to what extent are MPC’s earnings and cash flow DEPENDANT on oil prices? I am trying to assess the extent to which MPC’s prospects are completely out of MPC’s control.
3. Are dividends well covered?
4. Is interest coverage adequate?
5. Based on your view of each of these company’s prospects going forward, is each of these companies worth holding?
6. You previously (Maureen December 9) you identified MPC as a beneficiary of the new rule requiring ships to use more refined oil. Is VLO also a beneficiary?
Read Answer Asked by Adam on January 30, 2020
Q: LSPD previous high was in August of last year at a price near $50. Recently there has been positive news, such as M and A, expanded offices and services in Toronto and Vancouver. They are expanding the platform and business using LSPD grow significantly more than business that have other platforms.
When the price goes and stays above $50 should I add to my position for a long term hold?
Clayton
Read Answer Asked by Clayton on January 30, 2020
Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.
Read Answer Asked by Ozzie on January 30, 2020
Q: Hello 5i Team,

I am looking to add a second stock in the Industrials sector of my TSX holdings.
I currently hold CNR. What would be your top 3 suggestions ?

Thank you,
TL

Read Answer Asked by Tony on January 30, 2020
Q: You continue to comment favorably about this company but they never make money. Latest quarter was a loss of $2.7m - up from $1.5m a year ago. Why do you never mention this? If you take out Goodwill and Intangible assets the equity is a negative $144m. I know you will say a lot of this is because of acquistions but if they can not make those turn a profit why do you give them such good ratings an commentary?
Read Answer Asked by gary on January 30, 2020
Q: Hello,
I have a full position of Disney in my investement account..I am down about 10% I had bought this for the long term..but I am wondering if I should sell it for a capital loss and perhaps come back later. Or should I wait for results..Can you tell me when they report..I was also thinking that the Coronavirus wouldn't go too well for disney but disney ++ will be good...Thanks.

Shyam
Read Answer Asked by Shyam on January 30, 2020
Q: I would appreciate your opinion of the two ETF's above. They seem to be doing very well, but not a large Market Cap for an ETF, and very small average volume. I am looking for an Emerging Markets ETF with monthly income, and good returns. FDE fits the bill, but I am not sure about the volume and Market Cap. I would appreciate your insight. Thanks for your help.
Read Answer Asked by Donna on January 29, 2020
Q: My wife has this mutual fund with a 2% MER, very little growth and a small dividend. Would you kindly suggest a couple of replacements (ETF or Index fund or Mutual fund) with a similar risk level and sector coverage but without the high MER.
Many thanks
Read Answer Asked by TOM on January 29, 2020
Q: what are your favoured Precious metals ETFs and you favoured CDN Dividend ETFs?
Read Answer Asked by john on January 29, 2020
Q: For a 10% of my portfolio:
Which one would you prefer? Or do you think a basket your favorite Gold/Material companies is better than these ETFs? Example: FNV,AEM,KL, plus add a few others that come up often in your answers.
Read Answer Asked by Savalai on January 29, 2020
Q: In the Macro economy numbers you publish, is the Canada GDP Growth Rate including inflation? In other words, is that a nominal growth rate or a real growth rate?

Thank you.
Read Answer Asked by wayne on January 29, 2020
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