Investment Q&A

• S&P/TSX Composite Index (TSX $27,020.43)
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Q: Hello,
Read your article about the economy is not the market and vice versa, you said “just remember that 46% of companies in the Russell 2000 and 35% on the TSX are down over 30% this year”. I was wondering if you had any insight into the real bargains of those stocks that are down in those two indices. Thanks, Rick

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Read Answer Asked by Rick on May 28, 2020

• GE Aerospace (GE $276.23)
  • $276.23 P/E (TTM): 41.89X Cap: $292.92B
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Q: Hello team,

Has GE bottomed? Do you think the worst is REALLY over? Would you buy at these levels given its over all balance sheet and future potential?

I guess I am asking you to elaborate on the pros and cons of this dog from here on?

Thanks a lot!

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Read Answer Asked by Saeed on May 28, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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Q: Just trying to understand the short term effect on the market of the 10 million units in the secondary offering. I read that the underwriters committed to selling the shares for $48.85 USD. Does this mean selling in the open market or do they typically have buyers of big blocks lined up to soak up the units? I'm assuming that, if the units are to be sold in the open market, this will put a ceiling on the SP for quite a while since the 20 day avg volume of the US and Canadian markets is about 600,000 units.

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Read Answer Asked by Peter on May 28, 2020

• Route1 Inc. (ROI $0.07)
  • $0.07 Cap: $2M
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Q: Roi just reported is it a buy sell or hold in your opinion and why Thanks

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Read Answer Asked by Jo-Anne on May 28, 2020

• H&R Real Estate Investment Trust (HR.UN $11.54)
  • $11.54 Cap: $3.18B
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• SmartCentres Real Estate Investment Trust (SRU.UN $25.40)
  • $25.40 P/E (TTM): 14.92X Cap: $4.52B
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN $18.17)
  • $18.17 P/E (TTM): 8.78X Cap: $956M
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• True North Commercial Real Estate Investment Trust (TNT.UN $9.40)
  • $9.40 Cap: $135M
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• First Capital Real Estate Investment Trust (FCR.UN $18.63)
  • $18.63 P/E (TTM): 20.25X Cap: $3.95B
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Q: What is your opinion and outlook on the above noted REITs? Is now a good time to buy? If you where to get into REITs now what order would you put the above companies in?

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Read Answer Asked by Frank on May 28, 2020

• Green Organic Dutchman Holdings Ltd. (The) (TGOD)
  • P/E (TTM): -0.6X Cap: $89M
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Q: Please comment on recent earning. Does insider own a lots of shares?

Thank you,

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Read Answer Asked by Kate on May 28, 2020

• Torstar Corporation Class B Non-voting Shares (TS.B $0.74)
  • $0.74 Cap: $60M
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Q: Good morning 5i team,
What is you opinion of the sale of Torstar for .63 /share. It appears to be below cash on hand and below book value of the company. Only Vertical Scope has BV of $115.3 million . Why would Fairfax support the deal when they paid a much higher price for their 40% and be willing to take a massive loss ?? Something does not feel right about this transaction.
Thanks,
George
George

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Read Answer Asked by George on May 28, 2020

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: Can you see any insider buys since the stock went down since March? Thx

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Read Answer Asked by blake on May 28, 2020

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
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• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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Q: Hi 5i.
Thanks in advance love you guys! Recommend you to everyone I know. :) For RRSP if youcould buy one US stock which would it be?
I am well diversified, just have cash to dispence.
THansk P

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Read Answer Asked by Paulette on May 28, 2020

• Regeneron Pharmaceuticals Inc. (REGN $571.54)
  • $571.54 P/E (TTM): 14.21X Cap: $60.57B
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Q: Hi 5i
What will Sanofi’s sale of its’ stake in Regeneron do to the price of regeneron? What is the $$ value and % of the REGN market cap? (about $12b?) Will Sanofi keep any of its regeneron interests). 5i pls look at the technicals and suggest an entry point? As the sale is to be completed by December (or the lock up) should one wait?
Many thanks,

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Read Answer Asked by Kat on May 28, 2020

• Frontline Plc (FRO $19.23)
  • $19.23 Cap: $4.28B
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Q: Frontline is a shadow of its former self a decade ago. It has finally shown some signs of life in the last year: shows a 34% dividend. The fact that it actually still has a dividend seems remarkable.

Is this company buyable here? Is it better managed and is that dividend likely to continue. Was the dividend cut over the last 10 year or eliminated at all during this time/

Thanks for your insights here.

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Read Answer Asked by Donald on May 28, 2020

• Sienna Senior Living Inc. (SIA $17.92)
  • $17.92 P/E (TTM): 42.67X Cap: $1.65B
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Q: Do you have an opinion on management? As a shareholder, I was very disappointed to see that one of its homes, Altamont, was called out among the 5 Ontario homes where conditions are deplorable.

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Read Answer Asked by Carl on May 28, 2020

Q: What are some good companies to buy now with a dividend of over 6%. For context I'm in my 20s and have been investing mainly for growth but I'd like to add some more yield to my overall portfolio so safety is not a huge concern.

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Read Answer Asked by Danielle on May 28, 2020

• EQB Inc. (EQB $102.85)
  • $102.85 P/E (TTM): 10.54X Cap: $3.93B
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Q: Could you please comment on their outlook. What is their balance sheet?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on May 28, 2020

• Frontera Energy Corporation (FEC $6.29)
  • $6.29 P/E (TTM): 38.27X Cap: $486M
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Q: Could you update on FEC, do they have debt issues.

Thanks

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Read Answer Asked by Doug on May 28, 2020

• NetApp Inc. (NTAP $103.23)
  • $103.23 P/E (TTM): 17.77X Cap: $20.97B
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Q: Could you please comment on their results and outlook.

Thanks,
Milan

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Read Answer Asked by Milan on May 28, 2020

• National Bank of Canada (NA $143.40)
  • $143.40 P/E (TTM): 13.66X Cap: $56.11B
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Q: May I please have your comments on earnings. Thank you

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Read Answer Asked by Margot on May 28, 2020

• Just Energy Group Inc. 6.75% convertible unsecured senior subordinated debentures (JE.DB.C $47.00)
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Q: I own these Just Energy debentures that are trading around $.17 cents on the dollar. Where would you put the odds that this company ends up either filing for creditor protection or does a debt restructuring within say the next year.

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Read Answer Asked by Steven on May 28, 2020

• Sangoma Technologies Corporation (STC $7.83)
  • $7.83 Cap: $262M
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Q: Please comment on STC's results.Txs for u usual great services & views

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Read Answer Asked by Peter on May 28, 2020

• Miscellaneous (MISC)
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Q: If one was to place some stop loss points to various parts of a portfolio,
1. Would you base the number on a moving average and if so what time frame? 100 day moving average?
2. For ETFs?
3. For Canadian equities?
4. For US equities?

Thank you............Ron

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Read Answer Asked by Ronald on May 27, 2020