Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1139.26X Cap: $21.93B
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Q: I hold a position in BEP.UN and was thinking of either adding to it or starting a new position in either BIP.UN or BAM. I'm a conservative long term investor and would reinvest any dividend income. I will hold it in a registered account. Which of these companies do you think offers the best value now.
Thanks

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Read Answer Asked by Gary on June 20, 2019

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
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• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.62B
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Q: I have about 3/4 positions in the above utility stocks in my non-registered portfolio. I also have some money to add to this sector. Would you suggest I top up one or more of these stocks or open a new position in ACI? Thanks for your advice.

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Read Answer Asked by Ken on June 20, 2019

• Champion Iron Limited Ordinary Shares (CIA $4.98)
  • $4.98 P/E (TTM): 26.87X Cap: $2.65B
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Q: whats your take on champions earnings. stocks down. dave

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Read Answer Asked by david on June 20, 2019

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.

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Read Answer Asked by Cameron on June 20, 2019

• Agnico Eagle Mines Limited (AEM $227.54)
  • $227.54 P/E (TTM): 32.07X Cap: $114.38B
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Q: I've been holding AEM for 3 years and basically am down 10%.

Can you suggest a couple of gold stocks that are real up and comers like KL was a few years ago.

I've purchased NVO @1.9 and NUAG has not hit my price of $1.6.

Your 'growth' suggestions in the segment would be appreciated.

Thanks

Sheldon

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Read Answer Asked by Sheldon on June 20, 2019

• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Do you like this company and why? Would you own it and if yes what would your entry point target be

Thanks

Sheldon

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Read Answer Asked by Sheldon on June 20, 2019

• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Any opionions of Slack as an investment? We use it at work and it's critical to our internal office comms.....security conscious e-commerce company.
Dan

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Read Answer Asked by Daniel on June 20, 2019

• BluEnergies Ltd. (BLU)
  • Cap: $61M
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Q: Reason for BLU's spectacular share price jump today?

Thank you,

Walter

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Read Answer Asked by Walter on June 20, 2019

• Gildan Activewear Inc. (GIL $82.24)
  • $82.24 P/E (TTM): 19.1X Cap: $12.27B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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• Winpak Ltd. (WPK $42.34)
  • $42.34 P/E (TTM): 13.82X Cap: $2.56B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

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Read Answer Asked by Michael on June 20, 2019

• OR Royalties Inc. (OR $45.63)
  • $45.63 P/E (TTM): 104.75X Cap: $8.56B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: I am about to change focus in my portfolio and concidering gold as a replacement for REITs. Can you suggest some gold equities?
Thanks
Terry

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Read Answer Asked by TERRY on June 20, 2019

• BMO Equal Weight Oil & Gas Index ETF (ZEO $77.93)
  • $77.93 P/E (TTM): 7.02X Cap: $217M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $18.24)
  • $18.24 P/E (TTM): 1.62X Cap: $1.31B
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• Vanguard Energy ETF (VDE $123.86)
  • $123.86 P/E (TTM): 15.45X Cap: $6.95B
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• The Energy Select Sector SPDR Fund (XLE $87.49)
  • $87.49 P/E (TTM): 15.97X Cap: $26.18B
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Q: Morning..best oil ETF in CDN and US to benefit from increased oil prices...

Thanks

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Read Answer Asked by Matthew on June 20, 2019

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
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Q: This stock has preformed quite well recently, is there anything that you identify that would point to this be a sustainable rally?

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Read Answer Asked by Maurice on June 20, 2019

• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
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Q: Am wondering if you know the reason the stock is down more than 2 % today

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Read Answer Asked by Kristelle on June 20, 2019

• Macro Enterprises Inc. (MCR $4.00)
  • $4.00 Cap: $126M
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• Questor Technology Inc. (QST $0.50)
  • $0.50 Cap: $13M
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Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig

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Read Answer Asked by Craig on June 20, 2019

• Western Forest Products Inc. (WEF $11.80)
  • $11.80 Cap: $124M
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Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.

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Read Answer Asked by Donald on June 20, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.

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Read Answer Asked by Lin on June 20, 2019

• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $42.14B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Can you please recommend your favorite 3-5 US growth stocks right now for a TFSA, 3-5 year hold.
THX

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Read Answer Asked by Nancy on June 20, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.23)
  • $19.23 Cap: $899M
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• iShares 20+ Year Treasury Bond ETF (TLT $90.56)
  • $90.56 Cap: $49.46B
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Q: Hi Team,

Under current market/economic conditions with interest rate background would you prefer short term or long term bonds and what is recommendation for CDN and US markets.

Thanks
Ninad

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Read Answer Asked by Ninad on June 20, 2019

• Miscellaneous (MISC)
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Q: https://www.investingforme.com/data-room/rate-reset-preferred-shares

In response to Joseph's question on where investors can find some info on preferreds, here's a site I use for the prospectus of some pref securities.One of the banks also publish a monthly report which includes prices and features of each.

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Read Answer Asked by adam on June 20, 2019

Q: Hi Team,
any explanation for the sudden rise in Gold?
Thank you

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Read Answer Asked by Frank on June 20, 2019