Investment Q&A

• Constellation Software Inc. (CSU $4,475.27)
  • $4,475.27 P/E (TTM): 113.58X Cap: $97.10B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.30)
  • $16.30 Cap: $2.31B
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Q: Hello 5i,

Which one of those two companies do you prefer as a long-term growth story and why?

Thank you

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Read Answer Asked by Tim on December 09, 2019

• TELUS Corporation (T $21.99)
  • $21.99 P/E (TTM): 35.47X Cap: $34.84B
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Q: Could you explain in simple terms the connection between Telus and Telus International, and how the TI purchase of the call center and potential IPO might affect Telus (T) shareholders. Good, bad or non-event?
Thank-you

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Read Answer Asked by grant on December 06, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
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Q: hi, 5I
looking at Thomson R review of the company , this is what they say about valuation:
''This company does not currently meet the data requirements to calculate a score for this component.''
Could you comment,
thanks,
CDJ

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Read Answer Asked by claude on December 06, 2019

• iShares Russell 2000 Growth ETF (IWO $309.70)
  • $309.70 P/E (TTM): 45.65X Cap: $12.55B
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• BMO Low Volatility Canadian Equity ETF (ZLB $55.17)
  • $55.17 P/E (TTM): 34.63X Cap: $5.25B
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• BMO Low Volatility US Equity ETF (ZLU $57.50)
  • $57.50 P/E (TTM): 21.97X Cap: $2.19B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.18)
  • $59.18 P/E (TTM): 100.32X Cap: $3.86B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.06)
  • $45.06 P/E (TTM): 37.36X Cap: $658M
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• Vanguard S&P 500 Index ETF (VFV $160.99)
  • $160.99 P/E (TTM): 82.03X Cap: $25.03B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.13)
  • $101.13 Cap: $2.14B
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• Vanguard Total Stock Market ETF (VTI $321.81)
  • $321.81 P/E (TTM): 25.87X Cap: $500.62B
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Q: Hello Peter and colleagues
I am trying to develop a simple but effective portfolio. What would be your opinion and recommended percentages on a simple portfolio including these ETFs: XIC, VFV, VXUS
Would you recommend adding more ETFs while keeping it simple? and if so, what would be the percentage of each. Do you recommend replacing VFV with VTI? and why?
Please deduct as many points as needed.
Thanks

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Read Answer Asked by Hassan on December 06, 2019

• Toronto-Dominion Bank (The) (TD $105.20)
  • $105.20 P/E (TTM): 8.71X Cap: $178.30B
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Q: Given the quarter results and the missed earnings and the resulting lower stock price is this a good TD buying opportunity if I already own a position in BNS and am looking to add another bank for diversification in the financial space or do you prefer another Canadian bank?

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Read Answer Asked by Geoffrey on December 06, 2019

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.30)
  • $42.30 P/E (TTM): 33.38X Cap: $417M
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• Vanguard FTSE Europe ETF (VGK $78.73)
  • $78.73 P/E (TTM): 24.32X Cap: $26.25B
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Q: May I please have your opinion of FDD - First Trust Dow Jones Stoxx European Select Dividend Index Fund for European Exposure. Thanks in advance.

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Read Answer Asked by Donna on December 06, 2019

• Chartwell Retirement Residences (CSH.UN $19.54)
  • $19.54 P/E (TTM): 88.32X Cap: $5.65B
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• Granite Real Estate Investment Trust (GRT.UN $78.75)
  • $78.75 P/E (TTM): 20.85X Cap: $4.77B
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• Sienna Senior Living Inc. (SIA $18.16)
  • $18.16 P/E (TTM): 45.73X Cap: $1.68B
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Q: Hello 5i,
I have owned CSH.UN for about 18 months, am getting frustrated by the lack of growth.
Am after a REIT for income in RRIF. Am considering SIA & GRT.UN as possible replacements. Will be a long time hold, am after a decent yield with some growth possibilities. What are your thoughts including any other alternatives in the space.
Thanks as always for your advice !
Steve

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Read Answer Asked by STEVEN on December 06, 2019

• iShares Russell 2000 Growth ETF (IWO $309.70)
  • $309.70 P/E (TTM): 45.65X Cap: $12.55B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.06)
  • $45.06 P/E (TTM): 37.36X Cap: $658M
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Q: Hello Peter,
I was thinking of investing in a us small cap etf. I was leaning towards Schwab US small cap etf ,SCHA. Any comments or can you suggest one? Also, if you have a us small cap trading on tsx, would appreciate it. Thank you.

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Read Answer Asked by umedali on December 06, 2019

• Vertex Pharmaceuticals Incorporated (VRTX $390.02)
  • $390.02 P/E (TTM): 28.01X Cap: $101.65B
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Q: Hi,
What do you think of Vertex? How is it valued relative to peers and what do you think of its growth outlook? Would you buy at these levels?

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Read Answer Asked by Max on December 06, 2019

• Reitmans (Canada) Limited (RET $2.05)
  • $2.05 P/E (TTM): 12.81X Cap: $101M
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Q: Hello, I would like your opinion on Reitmans (RET.A). The stock is at its lowest level in 37 years. The latest results are not good and the competition is very strong, but on the other hand, the debt is not very high and the managers have a lot of experience. Is there any hope in your opinion? Are we trying to catch a falling knife? Thank you.

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Read Answer Asked by Stéphane on December 06, 2019

Q: Good morning- I have canadian gold dollar one ounce coins. Can you suggest where I can sell them for an appropriate price? Thank you.

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Read Answer Asked by alex on December 06, 2019

• WSP Global Inc. (WSP $281.62)
  • $281.62 P/E (TTM): 45.48X Cap: $36.55B
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• Stantec Inc. (STN $150.26)
  • $150.26 P/E (TTM): 39.09X Cap: $17.04B
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• Toromont Industries Ltd. (TIH $145.89)
  • $145.89 P/E (TTM): 24.43X Cap: $11.87B
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Q: Greetings 5i team,
I recently read an article that talked about these three companies.
Q1. Please comment on Toromont Industries as an investment.
Q2. Please compare the investment qualities of Stantec Inc with one of 5i favourites; WSP.
Thanks again for all of your good work.
SP

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Read Answer Asked by Steve on December 06, 2019

• Toronto-Dominion Bank (The) (TD $105.20)
  • $105.20 P/E (TTM): 8.71X Cap: $178.30B
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Q: Hello,
TD quarter results seems not good. I have TD stocks. I am wondering if I should sell TD and buy other banks.
Thanks
Victor

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Read Answer Asked by Victor on December 06, 2019

• Abitibi Royalties Inc. (RZZ $27.00)
  • $27.00 Cap: $336M
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• Sandstorm Gold Ltd. (SSL $16.10)
  • $16.10 P/E (TTM): 96.74X Cap: $4.66B
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• Metalla Royalty & Streaming Ltd. (MTA $7.71)
  • $7.71 Cap: $719M
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Q: For a 2-5 years holding period, which of these Royalty companies has the best growth profile? Are the risks in the two smaller companies significantly higher? My understanding is that Royalty companies are "safer" than exploration and mining companies. Thanks

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Read Answer Asked by Jean-Bernard on December 06, 2019

• Costco Wholesale Corporation (COST $959.74)
  • $959.74 P/E (TTM): 56.77X Cap: $434.27B
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• The Walt Disney Company (DIS $115.75)
  • $115.75 P/E (TTM): 18.6X Cap: $211.02B
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Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret

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Read Answer Asked by Margaret on December 06, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $89.91)
  • $89.91 P/E (TTM): 13.59X Cap: $8.44B
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• iShares International Dividend Growth ETF (IGRO $79.58)
  • $79.58 P/E (TTM): 12.88X Cap: $1.18B
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• Brompton Global Dividend Growth ETF (BDIV $23.18)
  • $23.18 P/E (TTM): 25.73X Cap: $102M
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• CI International Quality Dividend Growth Index ETF (IQD $34.70)
  • $34.70 P/E (TTM): 0.04X Cap: $216M
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Q: Hello Crew
I'm looking for a Canadian domiciled etf similar to IGRO or VIGI.
thank you. gary

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Read Answer Asked by Gary on December 06, 2019

• Canadian Imperial Bank Of Commerce (CM $109.00)
  • $109.00 P/E (TTM): 17.13X Cap: $100.57B
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Q: Would you continue to hold CM if you had it. If not what would you swap it with.

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Read Answer Asked by George on December 06, 2019

• Roku Inc. (ROKU $94.35)
  • $94.35 Cap: $14.28B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Guardant Health Inc. (GH $57.09)
  • $57.09 Cap: $7.41B
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Q: What are your favorite three US companies in the 5 to 20 billion market cap range?

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Read Answer Asked by Liam on December 06, 2019

• Standard Lithium Ltd. (SLL)
  • P/E (TTM): -25.0X Cap: $975M
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Q: Hi Team - thoughts on the stock and industry overall going into 2020. Thanks.

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Read Answer Asked by Lawrence on December 06, 2019

• AstraZeneca PLC (AZN $80.70)
  • $80.70 P/E (TTM): 35.74X Cap: $251.56B
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Q: Do you currently have an opinion on AZN?

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Read Answer Asked by chris on December 06, 2019