Investment Q&A

• CAE Inc. (CAE $38.52)
  • $38.52 P/E (TTM): 30.27X Cap: $12.35B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Do you think this is an opportunity to buy CAE?

Upvote 0

Read Answer Asked by heather on August 14, 2019

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 31.91X Cap: $1.78B
  • View SPB Profile
  • View Questions on SPB

Q: SPB is taking quite a hit today. Was the last quarter that bad, or is something else happening?

Upvote 0

Read Answer Asked by Ted on August 14, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
  • View CPD Profile
  • View Questions on CPD
• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.64)
  • $18.64 Cap: $776M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Corporate Bond Index ETF (XCB $20.44)
  • $20.44 Cap: $2.55B
  • View XCB Profile
  • View Questions on XCB
• iShares Convertible Bond Index ETF (CVD $18.11)
  • $18.11 Cap: $105M
  • View CVD Profile
  • View Questions on CVD
• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 P/E (TTM): 19.12X Cap: $360M
  • View XTR Profile
  • View Questions on XTR

Q: Hello 5i Research...I have a very elderly family member who needs to re-structure her TFSA . Investment horizon may be under 3 years. GIC's are used in other accounts. We are looking for an ETF solution that will provide a decent level of capital safety and some monthly income (above GIC levels).
We were thinking a combo of XTR , CVD, CPD . XCB and CBO. Is there a one fund solution solution that you might endorse? What percentage split of funds might be appropriate in the current environment?

thanks/art

Upvote 0

Read Answer Asked by Arthur on August 14, 2019

• BMO Monthly Income ETF (ZMI $18.37)
  • $18.37 P/E (TTM): 17.93X Cap: $179M
  • View ZMI Profile
  • View Questions on ZMI
• BMO US Dividend Hedged to CAD ETF (ZUD $33.34)
  • $33.34 P/E (TTM): 20.74X Cap: $141M
  • View ZUD Profile
  • View Questions on ZUD
• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 P/E (TTM): 19.12X Cap: $360M
  • View XTR Profile
  • View Questions on XTR
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.72)
  • $16.72 Cap: $931M
  • View XHY Profile
  • View Questions on XHY
• PIMCO Monthly Income Fund (Canada) (PMIF $18.41)
  • $18.41 P/E (TTM): 13.4X Cap: $3.82B
  • View PMIF Profile
  • View Questions on PMIF

Q: whats are your top 5 income etfs hedged Canadian Thanks Barry

Upvote 0

Read Answer Asked by BARRY on August 14, 2019

• K-Bro Linen Inc. (KBL $37.74)
  • $37.74 P/E (TTM): 22.21X Cap: $488M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: Hi, 5i
Could you confirm the gross margin appearing on your data providerP&l
78%!
...Better than cosmetics, is it for real?
Tanks

Upvote 0

Read Answer Asked by claude on August 14, 2019

• CAE Inc. (CAE $38.52)
  • $38.52 P/E (TTM): 30.27X Cap: $12.35B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: What are your thoughts on CAE's earnings, announced this morning?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 14, 2019

• Farfetch Ltd - Class A (FTCH)
  • View FTCH Profile
  • View Questions on FTCH

Q: Hello, I know this company is not covered by your team, nevertheless what would be your take on it? Thanks, Gervais

Upvote 0

Read Answer Asked by Gervais on August 14, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
  • $6.27 P/E (TTM): 20.48X Cap: $673M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Comments please on Fiera's most recent quarter. What is holding the stock back? How concerned should I be about their debt level?
Thanks

Upvote 0

Read Answer Asked by Robert on August 14, 2019

• Pfizer Inc. (PFE $24.29)
  • $24.29 P/E (TTM): 12.92X Cap: $138.10B
  • View PFE Profile
  • View Questions on PFE

Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks

Upvote 0

Read Answer Asked by JOHN on August 14, 2019

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income

Q: Hi
What in your view are the 6 most promising stocks in your growth portfolio and why?

Also, out of your income portfolio, what are the 6 highest paying dividend stocks, and frequency of payout?

Thanks!

Upvote 0

Read Answer Asked by Mitchell on August 14, 2019

• CI Energy Giants Covered Call ETF (NXF $5.40)
  • $5.40 P/E (TTM): 11.72X Cap: $111M
  • View NXF Profile
  • View Questions on NXF

Q: Could I please have your thoughts on the ETF, which seems to contain several of the largest oil producers. Is this a case where a large portion of the distribution is a return of capital as the dividend seems very high.

Thanks, David

Upvote 0

Read Answer Asked by david on August 14, 2019

• Corning Incorporated (GLW $90.28)
  • $90.28 P/E (TTM): 96.05X Cap: $77.33B
  • View GLW Profile
  • View Questions on GLW
• Viavi Solutions Inc. (VIAV $17.10)
  • $17.10 P/E (TTM): 93.33X Cap: $3.80B
  • View VIAV Profile
  • View Questions on VIAV

Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

Upvote 0

Read Answer Asked by jim on August 14, 2019

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
  • View MX Profile
  • View Questions on MX

Q: Looking for a dividend payer of minimum 3% with your highest conviction of a capital gain please? I need to replace some losers in my taxable account.

Upvote 0

Read Answer Asked by Charles on August 14, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
  • View CPD Profile
  • View Questions on CPD

Q: Why is CPD taking such a hit right now?

Upvote 0

Read Answer Asked by Maria on August 14, 2019

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.65B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: comments on the quarter please?

Upvote 0

Read Answer Asked by blake on August 14, 2019

• AltaGas Canada Inc. (ACI $33.49)
  • $33.49 P/E (TTM): 22.3X Cap: $1B
  • View ACI Profile
  • View Questions on ACI

Q: Hi,
I'm up 50% on AltaGas Canada so far this year, and I am thinking of trimming some off the top. Can you give me you thoughts on their latest 1/4, and thoughts about it's future.

Thanks

Upvote 0

Read Answer Asked by Greg on August 14, 2019

• Cipher Pharmaceuticals Inc. (CPH $14.32)
  • $14.32 P/E (TTM): 22.65X Cap: $362M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: CPH just released Q results, do you see things turning around? They have more cash and less debt than last quarter and they continue to make a profit - please evaluate these metrics. Finally, would you comment on the initiatives outlined in the strategic update?

Upvote 0

Read Answer Asked by Harry on August 14, 2019

• Invesco Ltd (IVZ $23.48)
  • $23.48 P/E (TTM): 25.76X Cap: $10.74B
  • View IVZ Profile
  • View Questions on IVZ

Q: What do u think of this company for a 1-2 year hold ,specifically management,dividend safety,and any growth possibilities thanks

Upvote 0

Read Answer Asked by Greg on August 14, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: I see PLC just released results which fell short of analyst expectations. Had a quick look through the latest financials and noticed increase in revenue and net income, decrease in long term debt levels however this looked to be funded by a share issue. I get that PLC is acquisitive and doesn't have the cash flow to fund all of the acquisitions. But does the constant issuance of shares concern the team at 5i? I guess stock performance to date indicates market is not worried about it. Any concerns with starting a position held in a TFSA?

Upvote 0

Read Answer Asked by Richard on August 14, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Am I likely to pay more for subscribing to new issue or should I wait and buy on the open market after the price is announced

Upvote 0

Read Answer Asked by hal on August 14, 2019