Investment Q&A

• Kinaxis Inc. (KXS $199.84)
  • $199.84 P/E (TTM): 437.0X Cap: $5.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.82)
  • $210.82 P/E (TTM): 97.92X Cap: $227.24B
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Q: i predicted shop would do a secondary and sold all my shop 2 days ago.
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave

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Read Answer Asked by david on May 08, 2020

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: ABC reported 2nd Qtr this morning. I would appreciate your reaction and thoughts about this stock. Also; do you think covid-19 has any impact on this company's results.
Thanks as always for your great advice.
Ian

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Read Answer Asked by Ian on May 08, 2020

• Enbridge Inc. (ENB $64.35)
  • $64.35 P/E (TTM): 23.56X Cap: $140.39B
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Q: Good morning,
Are you concerned about the $1.9 billion in derivatives losses taken in the last quarter?
Thanks,
George

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Read Answer Asked by George on May 08, 2020

• Restaurant Brands International Inc. (QSR $93.78)
  • $93.78 P/E (TTM): 23.44X Cap: $42.70B
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• TFI International Inc. (TFII $121.69)
  • $121.69 P/E (TTM): 19.83X Cap: $10.27B
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Q: I have enough cash to start a new position and am trying to decide between TFI and QSR. Which would you chose and a couple of reasons why? Thanks Ron

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Read Answer Asked by Ronald on May 08, 2020

• Atlassian Corporation (TEAM $187.30)
  • $187.30 Cap: $48.67B
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Q: I would like to start a position in TEAM. What do you think of it’s current valuation? Wait for pullback?
Thanks

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Read Answer Asked by Curtis on May 08, 2020

• Enbridge Inc. (ENB $64.35)
  • $64.35 P/E (TTM): 23.56X Cap: $140.39B
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• TC Energy Corporation (TRP $67.18)
  • $67.18 P/E (TTM): 16.36X Cap: $70.06B
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Q: What is your preference ENB vs TRP and why?

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Read Answer Asked by Thomas on May 08, 2020

• Sienna Senior Living Inc. (SIA $18.31)
  • $18.31 P/E (TTM): 42.67X Cap: $1.68B
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Q: Hi 5i Team:

I own less than one percent market value of SIA in my portfolio, which is down 32%. I am thinking to take the loss and buy something else. What is your take to sell or hold.

Thank you.

L

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Read Answer Asked by LOUISA on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.87)
  • $42.87 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.48)
  • $54.48 Cap: $7.19B
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Q: I was surprised and now curious as to how come BIP. UN is listed as a utility and BIPC.CA is listed as a financial services? I thought that they were identical except for the structure.
Your comments would be appreciated.

Ron

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Read Answer Asked by Ron on May 08, 2020

• Victoria Gold Corp. (VGCX $0.48)
  • $0.48 P/E (TTM): 2.06X Cap: $32M
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Q: Could you provide me with an overview on this company and your thoughts on it going forward
Thanks

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Read Answer Asked by Robert on May 08, 2020

Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave

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Read Answer Asked by Dave on May 08, 2020

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.62)
  • $18.62 Cap: $831M
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• PH&N High Yield Bond Fund Series D (RBF1280 $11.66)
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Q: Hi Guys
I own this fund. My understanding on the High Yield bond funds is not very good. When would you guys view as a good time to possibly add more money.
Thanks Gord

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Read Answer Asked by Gordon on May 08, 2020

• International Business Machines Corporation (IBM $250.46)
  • $250.46 P/E (TTM): 43.22X Cap: $233.50B
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• CGI Inc. (GIB $97.08)
  • $97.08 P/E (TTM): 17.39X Cap: $21.88B
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Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.

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Read Answer Asked by David on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.87)
  • $42.87 P/E (TTM): 522.13X Cap: $28.23B
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Q: Would appreciate your comments on this fund. In which type of account would it best be purchased in - rrsp, tfsa, non registered corporate or unreg cash? Why?
thank you for providing your support. Looking for dividend paying capital preservation fund.

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Read Answer Asked by Lorraine on May 08, 2020

Q: Hi 5i Team
I have some US cash in my Rif account that I would like to park for 3-6 months, can you suggest a safe place to place it.
Thanks for all help..

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Read Answer Asked by William on May 08, 2020

• Apple Inc. (AAPL $210.10)
  • $210.10 P/E (TTM): 31.67X Cap: $3.01T
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• Amazon.com Inc. (AMZN $214.41)
  • $214.41 P/E (TTM): 34.47X Cap: $2.27T
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• Alphabet Inc. (GOOG $195.06)
  • $195.06 P/E (TTM): 21.85X Cap: $2.36T
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• Intuitive Surgical Inc. (ISRG $479.59)
  • $479.59 P/E (TTM): 70.77X Cap: $170.99B
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• Microsoft Corporation (MSFT $527.45)
  • $527.45 P/E (TTM): 41.43X Cap: $3.92T
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• Salesforce Inc. (CRM $248.44)
  • $248.44 P/E (TTM): 39.49X Cap: $236.60B
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• Honeywell International Inc. (HON $219.41)
  • $219.41 P/E (TTM): 25.38X Cap: $140.35B
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Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert

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Read Answer Asked by ALBERT on May 08, 2020

• StoneCo Ltd. (STNE $13.25)
  • $13.25 Cap: $3.48B
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Q: Your thoughts on this company and the move to digital payments with paypals beat and trend, and maybe the effects on visa and master card.

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Read Answer Asked by dennis on May 08, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.82)
  • $210.82 P/E (TTM): 97.92X Cap: $227.24B
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Q: Hi, Do you have details of 1.85 mln secondary offering of Class A subordinate shares, like offering price, closing date etc. Thanks

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Read Answer Asked by rajeev on May 08, 2020

• Constellation Software Inc. (CSU $4,765.14)
  • $4,765.14 P/E (TTM): 98.53X Cap: $101.51B
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Q: Please comment on Constellation's Q1 in general and EPS (seems to be a big miss) in particular

Thanks

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Read Answer Asked by sandy on May 08, 2020

• Constellation Software Inc. (CSU $4,765.14)
  • $4,765.14 P/E (TTM): 98.53X Cap: $101.51B
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• Roku Inc. (ROKU $85.82)
  • $85.82 Cap: $12.64B
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Q: Comments please on the latest earnings of Constellation and Roku.
Thank you

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Read Answer Asked by Marty on May 08, 2020

• Constellation Software Inc. (CSU $4,765.14)
  • $4,765.14 P/E (TTM): 98.53X Cap: $101.51B
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Q: Thoughts on the quarter please. Thx

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Read Answer Asked by francis on May 08, 2020