Investment Q&A

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $49.78)
  • $49.78 Cap: $3.40B
  • View HBB Profile
  • View Questions on HBB
• Global X S&P 500 Index Corporate Class ETF (HXS $97.27)
  • $97.27 Cap: $5.66B
  • View HXS Profile
  • View Questions on HXS
• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $83.25)
  • $83.25 Cap: $4.71B
  • View HXT Profile
  • View Questions on HXT
• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $58.56)
  • $58.56 Cap: $916M
  • View HXDM Profile
  • View Questions on HXDM

Q: I have a non-registered account, with 8-10 years before the funds are needed. To minimize tax, we would like focus on 100% capital gains, if possible. Can you recommend some ETFs or individual stocks? We have been looking at Horizon's corporate class ETFs. Thanks for your continued excellent non-biased reports!! Grant

Upvote 0

Read Answer Asked by Grant on January 24, 2020

• BMO US Preferred Share Hedged to CAD Index ETF (ZHP $16.90)
  • $16.90 P/E (TTM): 2.97X Cap: $22M
  • View ZHP Profile
  • View Questions on ZHP

Q: Would there be withholding tax on this fund if held in a non registered account since it is sold in Canadian dollars ? Joe

Upvote 0

Read Answer Asked by Joseph on January 24, 2020

• QUALCOMM Incorporated (QCOM $175.25)
  • $175.25 P/E (TTM): 34.98X Cap: $187.69B
  • View QCOM Profile
  • View Questions on QCOM

Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

Upvote 0

Read Answer Asked by Keith on January 24, 2020

• Covalon Technologies Ltd. (COV $1.71)
  • $1.71 P/E (TTM): 24.43X Cap: $46M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: hi and thanks
Covalon reported their 3rd quarter in late August. It seems they are taking a rather long time to report their year end. Your thoughts. As well the company also stated: "Company expects substantial insider participation in respect of the Offering". Did that participation take place?
thanks
Joe

Upvote 0

Read Answer Asked by Joe on January 24, 2020

• Diana Shipping inc. (DSX $1.67)
  • $1.67 Cap: $193M
  • View DSX Profile
  • View Questions on DSX

Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

Upvote 0

Read Answer Asked by Ernest on January 24, 2020

• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 35.14X Cap: $173.86B
  • View BKNG Profile
  • View Questions on BKNG

Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

Upvote 0

Read Answer Asked by Olivier on January 24, 2020

• Avita Medical Inc. (RCEL $3.46)
  • $3.46 Cap: $99M
  • View RCEL Profile
  • View Questions on RCEL

Q: Hello 5i,
Thank you for the quick reply to my question on the healthcare companies.
For some reason the ticker for Avita Medical was not accepted. Could you give me the 2020 growth estimates for it please?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on January 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
  • View PTG Profile
  • View Questions on PTG

Q: Hi,
On october 15 2019, you mentioned that Pivot's debt looks OK with a big reduction since 2017.
On november 04 you are more specific and indicate that net debt is now 22 m compared to 155 m in 2016.
Finally, today in your answer to Gary you say that debt remains high at 152 m.

I am confused.

Upvote 0

Read Answer Asked by Guy on January 24, 2020

• InterRent Real Estate Investment Trust (IIP.UN $13.21)
  • $13.21 Cap: $1.84B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $68.52)
  • $68.52 P/E (TTM): 15.55X Cap: $1B
  • View VEF Profile
  • View Questions on VEF
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.81)
  • $44.81 P/E (TTM): 7.49X Cap: $3.16B
  • View VEE Profile
  • View Questions on VEE
• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $117.00)
  • $117.00 P/E (TTM): 25.54X Cap: $1.28B
  • View VUS Profile
  • View Questions on VUS
• Mawer Global Small Cap Fund Series A (MAW150 $16.82)
  • $16.82 P/E (TTM): 17.4X Cap: $832M
  • View MAW150 Profile
  • View Questions on MAW150
• Mawer Canadian Equity Fund Series A (MAW106 $106.28)
  • $106.28 P/E (TTM): 13.8X Cap: $1.05B
  • View MAW106 Profile
  • View Questions on MAW106

Q: Awhile back you suggested the following percentages for my son's investments.IIP.UN 23%,VUS 16%,VEF 16%,VEE 10%,MAW 106 20%,MAW 150 15%.Just wondering if these percentages are still valid?If so fine, if not do you have other suggestions?Thanks.Paul

Upvote 0

Read Answer Asked by Paul on January 24, 2020

• Tahoe Resources Inc. (THO $4.95)
  • View THO Profile
  • View Questions on THO
• Pan American Silver Corp. (PAAS $71.13)
  • $71.13 P/E (TTM): 29.84X Cap: $30.02B
  • View PAAS Profile
  • View Questions on PAAS

Q: Had some Tahoe shares awhile back which turned into PAAS. I sold PAAS after the THO acquisition. Some shares of PAASF have now showed up my account at a price of 0.60 per share. What is PAASF and how did I end up acquiring it? Whats 5i view on this penny stock? Would you advise to just sell it? Thanks.

Upvote 0

Read Answer Asked by Loren on January 24, 2020

• Costco Wholesale Corporation (COST $855.62)
  • $855.62 P/E (TTM): 61.42X Cap: $379.78B
  • View COST Profile
  • View Questions on COST
• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $24.35B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Alimentation Couche-Tard Inc. (ATD $74.15)
  • $74.15 P/E (TTM): 19.57X Cap: $68.64B
  • View ATD Profile
  • View Questions on ATD

Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??

Upvote 0

Read Answer Asked by Chris on January 24, 2020

Q: Hello team: what are the advantages or disadvantages of purchasing Canadian Stocks listed on a USA Exchange-- using USA dollars? thank you for your time- jane

Upvote 0

Read Answer Asked by jane on January 24, 2020

• AltaGas Ltd. (ALA $41.08)
  • $41.08 P/E (TTM): 16.3X Cap: $12.30B
  • View ALA Profile
  • View Questions on ALA

Q: Hi
Normal volume is about 900,000/ day, today, Jan. 23, volume spiked to over 17 million shares. I can not find any news, any thing at your end?
Thanks

Upvote 0

Read Answer Asked by Greg on January 24, 2020

• NXP Semiconductors N.V. (NXPI $226.27)
  • $226.27 P/E (TTM): 28.0X Cap: $56.94B
  • View NXPI Profile
  • View Questions on NXPI

Q: Hi Everyone at 5i! What are your thoughts on this company as a growth investment? Is seems to have gone up quite a bit already. Does it have further to run do you think? What would be its competition? And how is the semiconductor industry faring in general now a days? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on January 24, 2020

Q: Can you please comment on this gold producer. They bough Canadian company Atlantic Gold last summer. Does it have the kind of management and metrics that make it a good holding for gold exposure?

Upvote 0

Read Answer Asked by Joel on January 24, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.57)
  • $16.57 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: LSPD is a medium sized cap stock, less than $10 billon in market value. In general terms what does that mean for investment managers like: market size, investment strategies, company sector categories etc. When it gets to be a large cap stock, greater than $10 billon market cap, what does that mean for investment managers. Will more managers be buying the the stock to get their sector quota or and will it be followed by international investment firms etc,

Clayton

Upvote 0

Read Answer Asked by Clayton on January 24, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 148.84X Cap: $304.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I am above my "sleep well at night" allocation of SHOP and happily I must reduce....thanks, I would like to re invest in a Canadian tech company that trades at a lower valuation, I have ABT,LSPD already, what Canadian Tech company do you suggest?

Upvote 0

Read Answer Asked by Jean on January 24, 2020

• Strathcona Resources Ltd. (SCR $39.55)
  • $39.55 P/E (TTM): 7.71X Cap: $8.47B
  • View SCR Profile
  • View Questions on SCR

Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri

Upvote 0

Read Answer Asked by KERRI on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $20.39)
  • $20.39 P/E (TTM): 26.91X Cap: $2.05B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

Upvote 0

Read Answer Asked by Stephen on January 24, 2020

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.45)
  • $29.45 P/E (TTM): 16.73X Cap: $692M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: I own Boyd and BAM but I'm also interest in your thoughts on GDI? I also ownTelus, RY, ENB,AQN, BIP.un, ZLU, and TRP. I'm wondering if you think I should lighten up on these safe income stocks and go for more growth with GDI? As someone who is bad at volatility, I'm impressed with GDI's low BETA. Comments?

Upvote 0

Read Answer Asked by Graeme on January 24, 2020