Investment Q&A

• Knight Therapeutics Inc. (GUD $6.32)
  • $6.32 P/E (TTM): 63.56X Cap: $632M
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• Jamieson Wellness Inc. (JWEL $36.78)
  • $36.78 P/E (TTM): 30.63X Cap: $1.54B
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• Teladoc Health Inc. (TDOC $7.34)
  • $7.34 Cap: $1.31B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $5.18)
  • $5.18 Cap: $1.25B
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Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.

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Read Answer Asked by umedali on July 07, 2020

• Kraken Robotics Inc. (PNG $3.84)
  • $3.84 P/E (TTM): 53.57X Cap: $1.01B
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Q: Can you provide some analysis on Kraken robotics with the recent announcement of 40 Million orders which is nearly 2X of their current annual revenue. Is the price supposed to increase 2X as well?

Thanks,

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Read Answer Asked by Adam on July 07, 2020

Q: I'm interested in learning about technical analysis. What resources would you recommend?

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Read Answer Asked by Brenda on July 07, 2020

• Artemis Gold Inc. (ARTG $28.31)
  • $28.31 Cap: $6.38B
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Q: Could you please update status on Artg? It’s gone up a lot since last year. What do you think about Artg now.? Is it a buy more , sell or hold?
Many thanks

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Read Answer Asked by Hue on July 07, 2020

• iShares Canadian Real Return Bond Index ETF (XRB $22.88)
  • $22.88 Cap: $256M
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Q: Do you see any need to include real return bonds as part of a fixed income portion of a portfolio? If so what percentage of ones fixed income portion makes sense?
Are there any unexpected risks to holding real return bonds compared to normal bonds? e.g. compared to zag/xbb/vab.

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Read Answer Asked by Mike on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG $25.76)
  • $25.76 P/E (TTM): 21.42X Cap: $9.59B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• Constellation Software Inc. (CSU $4,552.21)
  • $4,552.21 P/E (TTM): 97.21X Cap: $95.52B
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• Northland Power Inc. (NPI $21.21)
  • $21.21 P/E (TTM): 22.24X Cap: $5.78B
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• Premium Brands Holdings Corporation (PBH $93.25)
  • $93.25 P/E (TTM): 45.03X Cap: $4.20B
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Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,

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Read Answer Asked by Stefan on July 07, 2020

• Vanguard Global Liquidity Factor ETF Units (VLQ $32.40)
  • $32.40 P/E (TTM): 14.5X
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Q: Received Notice Of Termination from Vanguard. Should I sell now ( if possible) or wait until termination date. , Thanks

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Read Answer Asked by David on July 07, 2020

• ATS Corporation (ATS $39.26)
  • $39.26 Cap: $3.88B
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Q: Are you surprised this company is not trading near it’s 52 week high? With so many businesses having to shutdown because of COVID, I thought It would make what ATS has to offer even more attractive.

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Read Answer Asked by Curtis on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $9.14)
  • $9.14 P/E (TTM): 41.87X Cap: $958M
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Q: good for income at this level ????. risks ??????

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Read Answer Asked by JOSEPH on July 07, 2020

• CAE Inc. (CAE $38.53)
  • $38.53 P/E (TTM): 32.38X Cap: $12.31B
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Q: It appears that CAE is a company that still has room for bounce back in the recovery, can you name other favourites that you are surprised haven’t gone up more significantly. Thank Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Aurora Spine Corporation (ASG $0.30)
  • $0.30 Cap: $23M
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Q: Can you please review Liberty All-Star Growth Fund (ASG:US). Net assets of approximately $ 193 million, Expense ratio 1.22%. Would you consider it investible?
Thank you for considering my question.

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Read Answer Asked by Gail on July 07, 2020

• Atlantica Sustainable Infrastructure plc (AY)
  • Cap: $2.55B
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Q: Hi Guys,

Can you please update your opinion of Atlantica Sustainable (AY:US).

Thanks

Dave

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Read Answer Asked by David on July 07, 2020

• iShares S&P/TSX SmallCap Index ETF (XCS $24.65)
  • $24.65 P/E (TTM): 26.42X Cap: $148M
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Q: Good Morning All,
I'm trying to find a largish cap Canadian equity fund or ETF that does not contain any Banks. can you recommend one or more?
Thanks,
Dennis

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Read Answer Asked by Dennis on July 07, 2020

• Miscellaneous (MISC)
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Q: I am trying to access an article that 5i wrote I think in late March or early April about the 10 or 20 stocks to buy in the midst of the pandemic? Thanks for all your excellent advice?

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Read Answer Asked by Bryan on July 07, 2020

• Desert Star Resources (DSR)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.94)
  • $130.94 P/E (TTM): 17.11X Cap: $29.52B
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• Descartes Systems Group Inc. (The) (DSG $136.78)
  • $136.78 P/E (TTM): 59.91X Cap: $11.73B
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• Open Text Corporation (OTEX $42.57)
  • $42.57 P/E (TTM): 12.04X Cap: $11.29B
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Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,

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Read Answer Asked by Harry on July 07, 2020

• Sylogist Ltd. (SYZ $8.91)
  • $8.91 Cap: $213M
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Q: Why is sylogist down 5% today. Is it a good company?

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Read Answer Asked by Thomas on July 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $33.72)
  • $33.72 Cap: $22.50B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.85)
  • $41.85 P/E (TTM): 1011.54X Cap: $27.45B
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Q: Have you compared BIP.UN and BEP.UN before?
I hold BIP.UN and see that you recommend BEP.UN in your income model portfolio.
Thanks, Gary

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Read Answer Asked by Gary on July 07, 2020

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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• Baylin Technologies Inc. (BYL $0.28)
  • $0.28 Cap: $42M
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Q: Could you recommend a Canadian stock that would take advantage of growth in 5G inforstructure.

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Read Answer Asked by Stan on July 07, 2020

• Akamai Technologies Inc. (AKAM $74.42)
  • $74.42 P/E (TTM): 24.15X Cap: $10.31B
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• Twilio Inc. Class A (TWLO $99.86)
  • $99.86 Cap: $15.60B
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• Fastly Inc. Class A (FSLY $7.09)
  • $7.09 Cap: $1.06B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020