Investment Q&A

• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.54X Cap: $146.88B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $67.90)
  • $67.90 P/E (TTM): 19.96X Cap: $34.19B
  • View FTS Profile
  • View Questions on FTS
• Empire Company Limited Non-Voting Class A Shares (EMP.A $51.54)
  • $51.54 P/E (TTM): 17.65X Cap: $11.94B
  • View EMP.A Profile
  • View Questions on EMP.A
• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR
• Exco Technologies Limited (XTC $6.73)
  • $6.73 P/E (TTM): 10.94X Cap: $258M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC
• Firm Capital Mortgage Investment Corporation (FC $12.15)
  • $12.15 P/E (TTM): 23.49X Cap: $446M
  • View FC Profile
  • View Questions on FC
• ECN Capital Corp. (ECN $3.01)
  • $3.01 Cap: $847M
  • View ECN Profile
  • View Questions on ECN
• Fiat Chrysler Automobiles N.V. (FCAU $15.23)
  • $15.23 P/E (TTM): 1.17X Cap: $47.70B
  • View FCAU Profile
  • View Questions on FCAU
• Ferrari N.V. (RACE $473.62)
  • $473.62 Cap: $114.79B
  • View RACE Profile
  • View Questions on RACE

Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.

Upvote 0

Read Answer Asked by Harold on January 27, 2020

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

Q: I am seeking to understand why it makes sense for an individual investor to limit the number of equities to about 30, when ETFs have well over 100. Due to age I am considering switching more to ETFs.

Thanks for your great service - much appreciated!!!
Cyril

Upvote 0

Read Answer Asked by Pat & Cyril on January 26, 2020

• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN
• iShares U.S. Aerospace & Defense ETF (ITA $198.90)
  • $198.90 P/E (TTM): 18.77X Cap: $9.21B
  • View ITA Profile
  • View Questions on ITA
• SPDR S&P Aerospace & Defense ETF (XAR $218.49)
  • $218.49 P/E (TTM): 104.16X Cap: $3.99B
  • View XAR Profile
  • View Questions on XAR

Q: regarding the RTN/ITA question an option is the equal-weight SPDR ETF XAR...Boeing is about 4-5% weight

Upvote 0

Read Answer Asked by Michael on January 26, 2020

• Dollarama Inc. (DOL $190.00)
  • $190.00 P/E (TTM): 41.9X Cap: $52.51B
  • View DOL Profile
  • View Questions on DOL
• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
  • View ATD.A Profile
  • View Questions on ATD.A

Q: Which of these 2 stocks would you but for growth for a 3-5 year hold

Upvote 0

Read Answer Asked by Aleem on January 26, 2020

• Kinaxis Inc. (KXS $186.58)
  • $186.58 P/E (TTM): 160.1X Cap: $5.27B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: hello team, it's quite clear that you like KXS and I am about to take a small position. However, recently an analyst at BNN raised concerns about KXS valuation, and going forward competing against SAP, a much larger and better known company around the world . . . Are these concerns justified?
Thanks ; Carlo

Upvote 0

Read Answer Asked by Carlo on January 26, 2020

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

Q: It appears that the corona virus is continuing to affect the world markets...
I realize that it is still very early in the developing story but what kind of affect did previous health situations have on the U.S. and Canadian market place???
Ed in Montreal

Upvote 0

Read Answer Asked by ed on January 26, 2020

• Tesla Inc. (TSLA $347.79)
  • $347.79 P/E (TTM): 200.56X Cap: $1.12T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

Upvote 0

Read Answer Asked by Kim on January 26, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.71)
  • $46.71 P/E (TTM): 5.95X Cap: $19.02B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Canada All Cap Index ETF (VCN $59.80)
  • $59.80 Cap: $10.82B
  • View VCN Profile
  • View Questions on VCN
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.41)
  • $101.41 Cap: $2.17B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $68.88)
  • $68.88 P/E (TTM): 24.18X Cap: $914M
  • View VGH Profile
  • View Questions on VGH

Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks

Upvote 0

Read Answer Asked by wilson on January 26, 2020

• Cipher Pharmaceuticals Inc. (CPH $16.20)
  • $16.20 P/E (TTM): 25.8X Cap: $411M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: CPH took it on the chin yesterday with Bauch Health pulling out of an agreement. Trying to find out the impact of this event to the company. Information seems to be hard to find.

Upvote 0

Read Answer Asked by David on January 24, 2020

Q: I am receiving some shares in Lantronix Inc. (LTRX) listed on the Nasdaq for the takeover of Intrinsyc Technologies. What is 5i's opinion of LTRX? The growth in revenues and adjusted earnings from Managment's guidance seems positive with inclusion of Intrinsyc.

Upvote 0

Read Answer Asked by Charles on January 24, 2020

• Parkland Corporation (PKI $38.88)
  • $38.88 P/E (TTM): 23.05X Cap: $6.78B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What's the reason behind the PKI sell off in the past few days? Any bad news?

Upvote 0

Read Answer Asked by Victor on January 24, 2020

• Temple Hotels Inc. (TPH $2.10)
  • $2.10 Cap: $157M
  • View TPH Profile
  • View Questions on TPH

Q: Another loser in my RRSP thanks to lack of pipelines. Dump or hold on?

Upvote 0

Read Answer Asked by Jean on January 24, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $20.24)
  • $20.24 P/E (TTM): 108.58X Cap: $1.96B
  • View GOOS Profile
  • View Questions on GOOS

Q: RBC shows the short interest at almost 30%. Comments please?

Upvote 0

Read Answer Asked by Charles on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $22.03)
  • $22.03 P/E (TTM): 19.26X Cap: $2.23B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi 5I
Can you provide 3 or 4 recommendations to replace Toy with?

Thx,
Chris

Upvote 0

Read Answer Asked by Christopher on January 24, 2020

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $56.11)
  • $56.11 P/E (TTM): 95.56X Cap: $27.62B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Is today's fall not a bit excessive? Good entry point?

Upvote 0

Read Answer Asked by Robert on January 24, 2020

• Questor Technology Inc. (QST $0.53)
  • $0.53 Cap: $14M
  • View QST Profile
  • View Questions on QST
  • View Reports on QST
• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: The federal government has has recently been signalling it was going to step up action on the environment. I’m interested in your take on this as it relates to these 2 companies. Looking to initiate a position in either or both for a high growth play. Your thoughts?

Upvote 0

Read Answer Asked by Warren on January 24, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.06)
  • $41.06 P/E (TTM): 83.0X Cap: $6.50B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.37)
  • $13.37 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Which would be your preferred reits that are invested in rental units?
Thanks

Upvote 0

Read Answer Asked by deirdre on January 24, 2020

• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN
• iShares U.S. Aerospace & Defense ETF (ITA $198.90)
  • $198.90 P/E (TTM): 18.77X Cap: $9.21B
  • View ITA Profile
  • View Questions on ITA

Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

Upvote 0

Read Answer Asked by Peter on January 24, 2020

• Capital Product Partners L.P. (CPLP)
  • P/E (TTM): 6.4X Cap: $928M
  • View CPLP Profile
  • View Questions on CPLP

Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

Upvote 0

Read Answer Asked by Gary on January 24, 2020

• C.H. Robinson Worldwide Inc. (CHRW $127.64)
  • $127.64 P/E (TTM): 28.65X Cap: $15.07B
  • View CHRW Profile
  • View Questions on CHRW
• Cognizant Technology Solutions Corporation (CTSH $69.16)
  • $69.16 P/E (TTM): 14.39X Cap: $33.77B
  • View CTSH Profile
  • View Questions on CTSH
• Big Lots Inc. (BIG)
  • Cap: $14M
  • View BIG Profile
  • View Questions on BIG

Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

Upvote 0

Read Answer Asked by Luc on January 24, 2020