Investment Q&A

• Costco Wholesale Corporation (COST $946.51)
  • $946.51 P/E (TTM): 66.76X Cap: $414.62B
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• NVIDIA Corporation (NVDA $180.03)
  • $180.03 P/E (TTM): 52.18X Cap: $4.57T
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• AbbVie Inc. (ABBV $229.13)
  • $229.13 P/E (TTM): 110.29X Cap: $406.83B
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• Medtronic plc. (MDT $96.54)
  • $96.54 P/E (TTM): 26.37X Cap: $122.59B
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• Nike Inc. (NKE $67.64)
  • $67.64 P/E (TTM): 33.45X Cap: $99.60B
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• Loblaw Companies Limited (L $57.03)
  • $57.03 P/E (TTM): 6.98X Cap: $67.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
  • $214.84 P/E (TTM): 85.84X Cap: $274.67B
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Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks

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Read Answer Asked by ralph on October 13, 2020

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.25B
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• BMO BBB Corporate Bond Index ETF (ZBBB $29.20)
  • $29.20 Cap: $21M
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Q: With Bank GIC rates down close to 0.5% how do you feel about a bond ETF such as BMO ZBBB as an alternative? May I have your opinion on pros and cons, please.
Thanks for all you do.

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Read Answer Asked by David on October 13, 2020

Q: What is the implication, if any, when you see the c-suite taking shares in lieu of compensation?

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Read Answer Asked by Tim on October 13, 2020

• Suncor Energy Inc. (SU $55.31)
  • $55.31 P/E (TTM): 11.86X Cap: $67.06B
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• Enbridge Inc. (ENB $66.75)
  • $66.75 P/E (TTM): 23.47X Cap: $145.62B
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• TC Energy Corporation (TRP $73.10)
  • $73.10 P/E (TTM): 18.12X Cap: $76.83B
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• Pembina Pipeline Corporation (PPL $54.71)
  • $54.71 P/E (TTM): 18.43X Cap: $31.72B
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Q: ENB. SU,TRP and PPL are my current energy holdings and I am down on all four. I have held for a long time and I am concerned energy is not coming back quickly. What would you suggest.? Reduce in all, cut 1 or 2 , if so which would you suggest I sell. As usual your input is respected.

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Read Answer Asked by John on October 13, 2020

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
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Q: Which of two would be a better investment( Total return) for a 5year hold
Thanks...Cec

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Read Answer Asked by Cecil on October 13, 2020

• Northwest Copper Corp Com (SIR)
  • P/E (TTM): -13.5X Cap: $54M
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Q: Hi,

Can you please comment on the most recent press release on Oct 7, 2020?
What are your thoughts on this?

Craig

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Read Answer Asked by Craig on October 13, 2020

• Miscellaneous (MISC)
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Q: Good morning
Can you recommend a safe site for downloading quarterly/annual financial statements (suitable for importing into excel) US and Canadian companies?
Thanks
Peter

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Read Answer Asked by Peter on October 13, 2020

• Enbridge Inc. (ENB $66.75)
  • $66.75 P/E (TTM): 23.47X Cap: $145.62B
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• Fortis Inc. (FTS $71.58)
  • $71.58 P/E (TTM): 21.02X Cap: $35.98B
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.48)
  • $13.48 P/E (TTM): 7.16X Cap: $1.04B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.95)
  • $32.95 P/E (TTM): 21.22X Cap: $287M
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Q: Hi Team,

I'm considering reducing my fixed income portfolio allocation in favour of adding some Preferred shares/ ETFs And some Utility stocks. What investments would you make to accomplish this portfolio change?

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Read Answer Asked by Ian on October 13, 2020

• NexGen Energy Ltd. (NXE $13.20)
  • $13.20 Cap: $7B
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• Denison Mines Corp. (DML $4.49)
  • $4.49 Cap: $3.61B
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• UEX Corporation (UEX $0.50)
  • $0.50 Cap: $275M
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Q: I have full positions in the three uranium companies and want to reduce these to two positions. Which one would you sell or would you have an alternate suggestion?

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Read Answer Asked by Geoff on October 13, 2020

• BMO Covered Call Utilities ETF (ZWU $11.55)
  • $11.55 P/E (TTM): 18.8X Cap: $1.93B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.95)
  • $32.95 P/E (TTM): 21.22X Cap: $287M
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Q: Hello why is ZWU still down nearly 20% from peak, but XUT is only down about 5%? Does it have something to do with the large yield on ZWU?

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Read Answer Asked by Cory on October 13, 2020

• Huami Corporation American Depositary Shares each representing four Class A (HMI)
  • P/E (TTM): 22.6X Cap: $1.05B
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Q: Hello, could I please get your views on this Company particularly their potential connection to Tesla and possible growth over the next 3-5 years.

Thanks

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Read Answer Asked by John on October 13, 2020

• Northland Power Inc. (NPI $24.42)
  • $24.42 Cap: $6.50B
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• Invesco Solar ETF (TAN $46.89)
  • $46.89 P/E (TTM): 19.82X Cap: $874M
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.13)
  • $55.13 Cap: $19.70B
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• First Trust Global Wind Energy ETF (FAN $20.11)
  • $20.11 P/E (TTM): 52.54X Cap: $187M
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Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.

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Read Answer Asked by Richard on October 13, 2020

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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• CryoPort Inc. (CYRX $9.32)
  • $9.32 Cap: $470M
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Q: I heard a comment on TV that any COVID-19 vaccine will have to be maintained at a very low temperature. Is this true ? If so, how significant do you think this could be for ABC and/or CYRX.
Thanks for your thoughts.
Ian

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Read Answer Asked by Ian on October 13, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
  • $214.84 P/E (TTM): 85.84X Cap: $274.67B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.22)
  • $16.22 Cap: $2.12B
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Q: is LSPD a shopify in the making

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Read Answer Asked by Susan on October 13, 2020

• Meta Platforms Inc. (META $708.65)
  • $708.65 P/E (TTM): 25.59X Cap: $1.79T
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• Real Matters Inc. (REAL $7.24)
  • $7.24 Cap: $539M
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• Lyft Inc. (LYFT $20.13)
  • $20.13 P/E (TTM): 80.21X Cap: $8.12B
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• Uber Technologies Inc. (UBER $94.25)
  • $94.25 P/E (TTM): 15.91X Cap: $196.19B
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Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?

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Read Answer Asked by sam on October 13, 2020

• ECN Capital Corp. (ECN $2.79)
  • $2.79 Cap: $759M
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Q: I am thinking of selling Ecn and replacing it with Abt.ca in your opinion is this a good move?

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Read Answer Asked by Larry on October 13, 2020

• Restaurant Brands International Inc. (QSR $96.42)
  • $96.42 P/E (TTM): 25.32X Cap: $42.55B
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Q: I have a sizable piece of QSR and am a little concerned going forward. What is your view. Should I ride it out or move on? perhaps trim?

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Read Answer Asked by John on October 13, 2020

Q: I just read this article in the G&M and was wondering your thoughts - “ The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) invests in all Big Six bank stocks.

But what’s novel here is that the fund employs 25-per-cent leverage. For every $100 invested you will get $125 worth of exposure to the Big Six. The sweetener: Leverage will boost the dividend, to more than 6 per cent based on current bank stock prices.

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Read Answer Asked by Cam on October 13, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $37.70)
  • $37.70 Cap: $24.32B
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• Magna International Inc. (MG $63.14)
  • $63.14 P/E (TTM): 10.35X Cap: $17.18B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Boyd Group Services Inc. (BYD $220.41)
  • $220.41 P/E (TTM): 427.96X Cap: $4.70B
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Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?

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Read Answer Asked by Roy on October 13, 2020

• Apple Inc. (AAPL $247.77)
  • $247.77 P/E (TTM): 37.22X Cap: $3.67T
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Q: I have a 100 post split in my TFSA and Dividend stocks are not recommended for TFSA. But the AAPL dividend is so very small so does it matter?
Thanks.

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Read Answer Asked by Austin on October 13, 2020