Investment Q&A

• Global X Equal Weight Canadian REITs Index ETF (REIT $21.81)
  • $21.81 Cap: $3M
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Q: Hello, what are a few REITs you like that have less commercial exposure but has been beaten up perhaps unfairly. I have made a decision to stay away from Calgary heavy/ commercial heavy REITS. But still looking for "value"

Thanks.

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Read Answer Asked by Jordan on May 01, 2020

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.16)
  • $12.16 P/E (TTM): 27.37X Cap: $3.55B
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Q: Hi,
I am interested in DIR but not totally sure what qualifies as "industrial" / how affected it is from the economy. Is industrial mostly amazon type delivery stuff? I'm just trying to figure out how much COVID impacts DIR... because amazon/online shipping seems to be fine (other than people spending less due to having less money), but what other uses are industrial?

Would you suggest switching CSH (even at a loss) to DIR at this time?

Thank you as always

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Read Answer Asked by Max on May 01, 2020

• Open Text Corporation (OTEX $38.65)
  • $38.65 P/E (TTM): 11.77X Cap: $10.57B
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Q: May I please have your comments on earnings. Keep safe

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Read Answer Asked by Margot on May 01, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $22.96B
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Q: I must have have missed the notice of a split. What is the proposal? Stay safe

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Read Answer Asked by Margot on May 01, 2020

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.00)
  • $53.00 P/E (TTM): 30.95X Cap: $2.06B
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Q: This new listing shows up trending chart. Can you explain what they do and would you endorse a purchase. As a former Portfolio manager did you participate in new listings.
Best Regards,
Harold

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Read Answer Asked by Harold on May 01, 2020

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 223.74X Cap: $4.02B
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Q: Hello 5i,

I currently hold BYD as a representative company of the Consumer Discretionary sector. I am looking to add another one in the same field.

Can you provide a list of companies in Consumer Discretionary that you like in order of preference?

Thank you

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Read Answer Asked by Anna on May 01, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: The CRA just charged me 50% of the value of my SDX shares (which aren’t really worth that much )because they apparently aren’t on the TSX anymore and I hold them in an RRSP.
Please tell me that the same thing isn’t going to happen with the TSGI shares when the deal goes through with Flutter.
Thanks
Randy

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Read Answer Asked by Randall on May 01, 2020

• Bird Construction Inc. (BDT $28.73)
  • $28.73 P/E (TTM): 15.73X Cap: $1.60B
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Q: Hello 5i team

What are your present thoughts please about Bird Construction?

John

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Read Answer Asked by John on April 30, 2020

• iShares Russell 2000 Growth ETF (IWO $291.06)
  • $291.06 P/E (TTM): 4.55X Cap: $11.71B
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• BMO MSCI Emerging Markets Index ETF (ZEM $24.48)
  • $24.48 P/E (TTM): 0.15X Cap: $1.54B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $43.16)
  • $43.16 P/E (TTM): 10.83X Cap: $13.03B
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• CI Morningstar Canada Momentum Index ETF (WXM $37.61)
  • $37.61 P/E (TTM): 27.0X Cap: $678M
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• Vanguard Global Momentum Factor ETF (VMO $71.35)
  • $71.35 P/E (TTM): 44.16X Cap: $246M
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• INVESCO QQQ Trust (QQQ $569.24)
  • $569.24 P/E (TTM): 59.46X Cap: $363.74B
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• iShares U.S. Medical Devices ETF (IHI $60.64)
  • $60.64 P/E (TTM): 105.73X Cap: $4.23B
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• Vanguard Global Value Factor ETF (VVL $55.00)
  • $55.00 P/E (TTM): 22.96X Cap: $460M
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• CI MSCI Canada Quality Index Class ETF (FQC $34.96)
  • $34.96 P/E (TTM): 0.57X
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• iShares Core S&P 500 ETF (IVV $635.44)
  • $635.44 P/E (TTM): 57.87X Cap: $642.93B
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Q: Thank you for answering my question yesterday. You guys are the best. If you could choose 5 ETF's for a 40,000 RESP for a 8 and 10 year to hold and continual buy for the next number of years - which are they?
I appreciate it,
Brent

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Read Answer Asked by Brent on April 30, 2020

• iShares Biotechnology ETF (IBB $131.23)
  • $131.23 P/E (TTM): 41.5X Cap: $5.38B
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• Vanguard Health Care ETF (VHT $239.12)
  • $239.12 P/E (TTM): 62.55X Cap: $14.83B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $240.84)
  • $240.84 P/E (TTM): 59.85X Cap: $13.72B
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• VanEck Vectors Semiconductor ETF (SMH $291.12)
  • $291.12 P/E (TTM): 80.77X Cap: $26.98B
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Q: Which Biotech and Semiconductor ETFs would you recommended, in order of preference? I do not have any exposure to these sectors.

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Read Answer Asked by Satish on April 30, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $22.96B
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Q: Hi,
I have less than 3% of my portfolio invested in this stock. Is this a good time to add more?
The split date has yet to be announced. What could be the delay and is there any likelihood that the split could be cancelled?
Thanks again for your advice.
Keith

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Read Answer Asked by Keith on April 30, 2020

Q: In todays list, you mentioned to a subscriber to consider VOM.

This ETF has a tracking error of 5.03%, is this important?

Can you please explain "Tracking Error" for everyone, including me.

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Read Answer Asked by Peter on April 30, 2020

Q: Do you have a list of companies that have cut their dividends/distributions?

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Read Answer Asked by Graham on April 30, 2020

• Gildan Activewear Inc. (GIL $71.86)
  • $71.86 P/E (TTM): 16.9X Cap: $10.86B
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Q: Hi Peter, Ryan, and Team,

Yikes! Sure didn't see their dividend cut coming!

If one wanted to sell Gildan, what would you replace it with:
(a) in the same sector?
(b) in any sector? (in an otherwise balanced portfolio)

Thanks for your guidance in such turbulent times.

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Read Answer Asked by Jerry on April 30, 2020

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $8M
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Q: Curious on your thoughts on their recent acquisition? I notice there are a few analysts all with BUY ratings. Is this a worthy investment with material upside potential over the next 12 months? Thanks.

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Read Answer Asked by Gianluca on April 30, 2020

Q: J&J Is slipping . is this related to its not he lead candidate for Covid the Oxford group is ?
Gilead as a treatment how far will it go

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Read Answer Asked by thambirajah on April 30, 2020

• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 53.39X
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Q: What are the future prospects for this company. Do you suggest a buy, if so, for what reasons?
Thank's

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Read Answer Asked by Ronald on April 30, 2020

• Strad Inc. (SDY $2.38)
  • $2.38 P/E (TTM): 119.0X Cap: $129M
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Q: Would you have any news on this stock? Has it been halted or what. It shows no movement in the last few days and can't find any news. Tnx

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Read Answer Asked by Jacques on April 30, 2020

• Paychex Inc. (PAYX $140.52)
  • $140.52 P/E (TTM): 30.46X Cap: $50.62B
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Q: What are thoughts on this company? It falls under industrials but is more about financial/tech so would a 1/3 allocation to each sector make sense?

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Read Answer Asked by Dan on April 30, 2020

• Gildan Activewear Inc. (GIL $71.86)
  • $71.86 P/E (TTM): 16.9X Cap: $10.86B
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Q: Please provide your view on Gildan's quarterly results and decision to cut dividend. Thanks.

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Read Answer Asked by Gerry on April 30, 2020