Investment Q&A

• Enbridge Inc. (ENB $66.32)
  • $66.32 P/E (TTM): 23.42X Cap: $145.47B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $70.76)
  • $70.76 P/E (TTM): 17.63X Cap: $74.43B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $52.66)
  • $52.66 P/E (TTM): 17.6X Cap: $30.55B
  • View PPL Profile
  • View Questions on PPL

Q: Hi, solely in terms of dividend sustainability could you please rank TRP, ENB and PPL and briefly why. Thanks.

Upvote 0

Read Answer Asked by Gary on October 26, 2020

• NuLegacy Gold Corporation (NUG $0.05)
  • $0.05 Cap: $1M
  • View NUG Profile
  • View Questions on NUG

Q: Any reason for jump today?

Upvote 0

Read Answer Asked by hal on October 26, 2020

• Apple Inc. (AAPL $228.04)
  • $228.04 P/E (TTM): 34.3X Cap: $3.33T
  • View AAPL Profile
  • View Questions on AAPL

Q: With the market cap up having doubled in less than a year, with the stock going down for the last 2 weeks and earnings to be reported coming Thursday, how likely is it for the stock to fall - say 10% or more in the immediate future.

Upvote 0

Read Answer Asked by SAMAR on October 26, 2020

• Manulife Financial Corporation (MFC $42.55)
  • $42.55 P/E (TTM): 13.19X Cap: $70.99B
  • View MFC Profile
  • View Questions on MFC
• Great-West Lifeco Inc. (GWO $55.31)
  • $55.31 P/E (TTM): 13.76X Cap: $50.97B
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF $81.70)
  • $81.70 P/E (TTM): 14.85X Cap: $46.42B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi, purely in terms of dividend sustainability could you please SLF, MFC and GWO and briefly why? Thanks.

Upvote 0

Read Answer Asked by Gary on October 26, 2020

• Theratechnologies Inc. (TH $4.50)
  • $4.50 Cap: $208M
  • View TH Profile
  • View Questions on TH

Q: In order to increase my holdings in Healthcare, I bought Theratechnologies 2 years ago at $7.21 when 5i was bullish on the stock. The stock did quite well for awhile and I was very happy. It closed on Friday at $2.68 (not so happy anymore). Is this company expected to recover or should I accept my losses and sell?

Upvote 0

Read Answer Asked by Ray on October 26, 2020

• Canoe EIT Income Fund (EIT.UN $15.29)
  • $15.29 P/E (TTM): 50.26X Cap: $2.42B
  • View EIT.UN Profile
  • View Questions on EIT.UN

Q: Please comment on the recent news release. Is this just a warning that they may at some point reduce or cut the dividend payment ? How likely is it that the share price decreases as a result of such a new release ?

Upvote 0

Read Answer Asked by Pierre on October 26, 2020

• Constellation Software Inc. (CSU $4,560.00)
  • $4,560.00 P/E (TTM): 108.15X Cap: $94.04B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Do you have any information on the timing of Topicus shares being available for purchase?

Upvote 0

Read Answer Asked by David on October 26, 2020

• Microbix Biosystems Inc. (MBX $0.23)
  • $0.23 P/E (TTM): 23.5X Cap: $32M
  • View MBX Profile
  • View Questions on MBX

Q: May I please have your thoughts on this corporation. It has been slowly climbing and looks interesting

John

Upvote 0

Read Answer Asked by John on October 26, 2020

• TFI International Inc. (TFII $134.34)
  • $134.34 P/E (TTM): 21.01X Cap: $10.51B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: In the industrial sector I have a weighting of 19.41%. I know this is over weight, but I like the stocks I own for future growth. For colour I own CAE 3.97% up 14.22% recent addition. EIF 4.31% up 20.31%: TFII 5:47% up 105.97%: : WSP 3.75% up 4.79%:
My concern is with TFII, after reading a copy of the conference call I’m not exactly excited about the future. Seems to be tough sledding from here on.What are your thoughts?

Upvote 0

Read Answer Asked by Roy on October 26, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.22)
  • $39.22 P/E (TTM): 5.55X Cap: $1.01B
  • View CDZ Profile
  • View Questions on CDZ

Q: Hi,
are the dividends paid by CDZ all eligible for the dividend tax credit or is there a portion that is return of capital? Sorry, I couldn't find it on Blackrock's web site.
Also, what would explain the negative performance of this ETF's in the past year as compared to say the XIC or XIU?
Thanks,
Dan

Upvote 0

Read Answer Asked by Daniel on October 26, 2020

• TMX Group Limited (X $56.03)
  • $56.03 P/E (TTM): 37.06X Cap: $15.56B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.28)
  • $5.28 P/E (TTM): 23.43X Cap: $233M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Do you have a preference of TMX Group over Andrew Peller for growth over a 5 year period. They both pay a similar Dividend but TMX has had better dividend growth.Thanks

Upvote 0

Read Answer Asked by John on October 26, 2020

• CloudMD Software & Services Inc. - Warrants (DOC.WT $0.01)
  • $0.01 Cap: $1M
  • View DOC.WT Profile
  • View Questions on DOC.WT

Q: Assuming you can still buy warrants for this company and the expiration is June 2 2022 and you buy 1000 warrants at $ 1.00 and hypothetically it was $ 4.00 on that date, would those warrants be worth $ 4000.0 or is it a percentage, and if so do you know what that percentage is?....thank you

Upvote 0

Read Answer Asked by Greg on October 26, 2020

• Keyera Corp. (KEY $45.39)
  • $45.39 P/E (TTM): 18.87X Cap: $10.41B
  • View KEY Profile
  • View Questions on KEY

Q: What is your opinion of Keyera's Dividend sustainability going forward.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on October 26, 2020

Q: With respect to Shyam questioning your answer regarding US Tech stocks seeing tax loss selling in January. I believe the portion of your original answer that he is referencing related to selling tech stocks in January to crystallize capital gains, not losses, as a result of the huge run in tech stocks this year. The reason people will hold off selling tech stocks till January, both in Canada and US, is that it is the start of a new tax year and they may not want to incur capital gains until the new tax year starts. A corresponding drop in Tech prices may occur if this sell off is large enough.

Upvote 0

Read Answer Asked by Bruce on October 23, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Do you know of a site that I can list all my stocks, the cost price, and number of shares and get the following information: gain or loss, with the percentage and the dollar amounts. I would like it to be in real time. I have used the TXS Money but as I have used it in the past it is not very consistent and I have had troubles with it. Hopefully you can suggest a different site. Thanks very much Dorothy

Upvote 0

Read Answer Asked by Dorothy on October 23, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.46)
  • $196.46 P/E (TTM): 77.67X Cap: $247B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.

I agree with the thesis that it’s worth paying more for good companies that are growing.

What is your view on SHOP as a growth stock for now and the future, 3-5 years .

Thanks,

Upvote 0

Read Answer Asked by ilie on October 23, 2020

• Emera Incorporated (EMA $66.47)
  • $66.47 P/E (TTM): 22.54X Cap: $20.05B
  • View EMA Profile
  • View Questions on EMA
• Fortis Inc. (FTS $50.71)
  • $50.71 P/E (TTM): 20.74X Cap: $25.56B
  • View FTS Profile
  • View Questions on FTS
• Hyatt Hotels Corporation Class A (H $144.00)
  • $144.00 P/E (TTM): 17.35X Cap: $13.47B
  • View H Profile
  • View Questions on H

Q: Hello, which is your order of preference for long term hold, future price and dividend appreciation. Thanks.

Upvote 0

Read Answer Asked by Cameron on October 23, 2020

• Union Pacific Corporation (UNP $227.77)
  • $227.77 P/E (TTM): 19.61X Cap: $133.61B
  • View UNP Profile
  • View Questions on UNP

Q: Hello Peter, Union Pacific, after some fairly steady improvement since COVID and over recent years, despite being a large and not overly expensive company, has dropped about 12 percent in the last few days. I know stocks don't just go up, but this seemed unexpected and company-specific. I am thinking of adding. Any thoughts - either to account for the drop or whether you think it might be a good purchase at this time. Thanks!

Upvote 0

Read Answer Asked by James on October 23, 2020

• iShares Russell 2000 Growth ETF (IWO $307.50)
  • $307.50 P/E (TTM): 45.65X Cap: $11.97B
  • View IWO Profile
  • View Questions on IWO

Q: Helping my son to start to invest in the stock market. What five stocks would you suggest right now for a 10+ year TFSA account?

thanks,

Upvote 0

Read Answer Asked by John on October 23, 2020

• Savaria Corporation (SIS $21.18)
  • $21.18 P/E (TTM): 26.97X Cap: $1.48B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: a while back in a Q&A, I recall 5iR suggesting not letting SIS exceed a 4% weight which really resonated with me.....my position is now more that....Question - should I trim back SIS or is 5iR now inclined to increase this target weighting?....Tom

Upvote 0

Read Answer Asked by Tom on October 23, 2020