Investment Q&A

• CAE Inc. (CAE)
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• TFI International Inc. (TFII)
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Q: I sense that your positivity toward CAE has become somewhat muted. In response to their quarterly report, you stated their "future looks highly uncertain" and that currently, TFII might be the better industrial sector choice. I don't want to parse your every word but I am wondering if you have more concern for CAE now than you did two weeks ago, for example? Is CAE best looked at as a value play and in that context, a good choice for a long term hold?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 25, 2020

• Park Lawn Corporation (PLC)
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Q: Bought Absolute Software and Park Lawn in March, up 42% and 26% respectively. Both about 1.5% of overall portfolio. Any reason to take profits now or just let them ride?

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Read Answer Asked by Kelly on May 25, 2020

• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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Q: Why has MFC not held up as well as SLF in the current circumstances/

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Read Answer Asked by Michael on May 25, 2020

• Mattr Corp. (MATR)
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Q: SCL’s 52 week high of $18.89 occurred end of Q1 2019 and its prospects looked good for next 2 years, however it has since lost 85% of its value. Is there a potential/likely condition that would cause a bounce back or would you sell now and accept the loss?

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Read Answer Asked by Steven on May 25, 2020

• Parkland Corporation (PKI)
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• Boyd Group Services Inc. (BYD)
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Q: I currently both both the above at 7% and 5.5% of portfolio - up 58% and 38% resp. in the recent past (thanks for your advice). Hold or reduce? I am fairly risk-tolerant but I see the dreaded word euphoria in your recent comments. Thanks Jim

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Read Answer Asked by jim on May 25, 2020

• Cineplex Inc. (CGX)
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Q: What are your current thoughts on the purchase by cineworld?

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Read Answer Asked by Daniel on May 25, 2020

Q: I hold AQN. FTS. BEP.UN. All in TFSA. I am looking to add to 1 for balance. BEP.UN Is up significantly for me and also to purchase. Is the spinoff coming for sure? As this could benefit account location. Longterm hold as well. Is it worth adding at these prices for a full position?
TYVM

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Read Answer Asked by Adam on May 25, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: Could you recommend some Technology stocks, they seem to be popular these days, Shopify is to pricey for me.

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Read Answer Asked by Marinus on May 25, 2020

Q: It looks like stores that are reopening have their counters retrofited with plexiglass shields. Can you identify companies listed on the market that would profit of an increase in demand for this material?
Thank you

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Read Answer Asked by Jean on May 25, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Good morbing 5i team,

LSPD has been on my radar for awhile. I missed the opportunity @18 bucks. Worried about pulling the trigger lol. Is it still the right time jumping in @33? Worth the momentum upside? Longterm holding. As it coukd take another hit.

Thank you and this site looks great.ove the Q & A

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Read Answer Asked by Adam on May 25, 2020

• Intact Financial Corporation (IFC)
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Q: IFC's share price has been trending downwards of late. What seems to be the cause? As well, is it worth my while to wait for it to rebound - if I give it until the end of 2020? Thanks.

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Read Answer Asked by Victor on May 25, 2020

Q: Hello Team
What's your thoughts or best guesswork, IF "money" flow out from China Corp sector listed in U.S markets, which market or sectors would be benefit from it? The H.K market dropped 5% yesterday, moving day is coming ?
THANKS for the amazing services and valuable lessons we learned from 5i our family portfolio value recovered from March lows, it turned all time high a few days ago. takeaways we learned from 5i : Tech is the lead, Non Hedged, BIG picture
HXQ: 80% the rest of 20% equally mixed with FAASGM (FB, APPLE, AMAZON, SOXX, GOOGLE, MSFT. )

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Read Answer Asked by LEI on May 25, 2020

• Canadian National Railway Company (CNR)
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• TELUS Corporation (T)
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• Methanex Corporation (MX)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Chartwell Retirement Residences (CSH.UN)
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• Home Capital Group Inc. (HCG)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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• Automotive Properties Real Estate Investment Trust (APR.UN)
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• Cobalt 27 Capital Corp. (KBLT)
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• Nutrien Ltd. (NTR)
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• iShares MSCI Japan ETF (EWJ)
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Q: Hello Peter,
If you owned these as full-positioned laggards in your portfolio, but were also a patient, long-term investor and appreciated the dividends, which of the following would you currently hold, sell or add to at this time? FSZ, AW.UN, CSH.UN, T, EWJ, HCG, MX, KBL, APR.UN, ZPR, NTR, TECK.B and CN?

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Read Answer Asked by James on May 25, 2020

• Procter & Gamble Company (The) (PG)
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Q: The share price of PG has been taking a bit of a nose-dive since they issued results in April. I would have guessed that a large consumer products company like this would have held up much better. Can you tell me what is causing this price action and your short term prospects for it.
Many thanks
Ian

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Read Answer Asked by Ian on May 25, 2020

• Green Organic Dutchman Holdings Ltd. (The) (TGOD)
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Q: TGOD announced a Shoppers deal with and the stock surged over 100% same day as high as .64 cents and closed at .50. Then the next day the company announced a bought deal to raise $15m at .40 cents and the stock went down as low as .37 cents. Why would they dilute like that with great news, I am sure they could raise money at a higher price, please elaborate. Is it a good time to buy and hold for a few years? Is there any big risks I am not aware of?
Thanks,
George

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Read Answer Asked by George on May 25, 2020

• PRA Group Inc. (PRAA)
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• Encore Capital Group Inc (ECPG)
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Q: Are there any companies similar to ECPG and PRAA in Canada? Looking at ways to play the upcoming wave of credit issues in Canada.

Any other Canadian company beneficiaries?

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Read Answer Asked by dean on May 25, 2020

Q: Hi Guys
I also have a subscription to Simply Wall Street. I find their APP excellent, and like their analysis of companies.
Can you give me your opinion of what you think generally of their information, and specifically about their calculation of Fair Value.
Thanks !

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Read Answer Asked by Gordon on May 25, 2020

Q: BAM.A is recovering slower than I expected given the very favorable opinions by most experts. Is there a good reason to be cautious given the current uncertainties or it is a great buying opportunity.
Peter

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Read Answer Asked by Peter on May 25, 2020

• Goodfood Market Corp. (FOOD)
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• Papa John's International Inc. (PZZA)
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• Lyft Inc. (LYFT)
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• Uber Technologies Inc. (UBER)
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Q: Hi Team,
Your recommendations on "Food Delivery Service" companies trade in Canadian and/or US exchanges or ETF?
Thank you for your help and appreciate your good services !!
Tak

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Read Answer Asked by Tak on May 25, 2020

Q: Dear 5i,

Many MSCI Index ETF's rebalance and reconstitute semi-annually at the end of May and November. In your opinion, would this move the prices for the following MSCI ETF's; ZUQ, ZEQ and ZGQ? These three ETF's have relatively low assets under management with BMO.

thanks

Ian

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Read Answer Asked by Ian on May 25, 2020