Investment Q&A

• Restaurant Brands International Inc. (QSR $86.88)
  • $86.88 P/E (TTM): 23.67X Cap: $39.52B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $21.70)
  • $21.70 P/E (TTM): 13.39X Cap: $524M
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• Pizza Pizza Royalty Corp. (PZA $16.41)
  • $16.41 P/E (TTM): 35.35X Cap: $544M
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!

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Read Answer Asked by Kim on November 04, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.11B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.37)
  • $43.37 P/E (TTM): 1033.08X Cap: $19.87B
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Q: What percentage ownership does Brookfield Asset Management have in the other 2 companies?

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Read Answer Asked by jacques on November 04, 2019

• Bank of Nova Scotia (The) (BNS $85.86)
  • $85.86 P/E (TTM): 16.67X Cap: $105.84B
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Q: With the social unrest in many South American countries, do you expect BNS to be adversely impacted in view of its significant presence in the region? If so, would you suggest switching to a different bank such as TD? Thank you for your insights.

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Read Answer Asked by jacques on November 04, 2019

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: hi there.

Can i get your current views on this one. Hasn't done much and growth seems to be slowing.

thanks

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Read Answer Asked by kelly on November 04, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.42)
  • $2.42 Cap: $571M
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Q: Hello,

Can you provide your views on the prospects for this REIT and whether you would recommend a purchase at this point.

Thank you.

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Read Answer Asked by Greg on November 04, 2019

• CurrencyShares Canadian Dollar ETF (FXC)
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Q: Financial Post: Posthaste: Canadian dollar poised to become the ‘hottest money’ in the industrialized world.
https://business.financialpost.com/executive/posthaste-canadian-dollar-poised-to-be-the-hottest-money-in-the-industrialized-world

What are your thoughts and is there an ETF in Canada where I can hedge so I can benefits if Canadian dollar rises

Thanks for your great service
Hector

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Read Answer Asked by Hector on November 04, 2019

• iShares Diversified Monthly Income ETF (XTR $11.50)
  • $11.50 P/E (TTM): 9.16X Cap: $359M
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Q: Can you please explain how XTR pays out such a high yield when not one single of its constituent ETFs pays this much? Thank-you.

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Read Answer Asked by Alex on November 04, 2019

• BRP Inc. Subordinate Voting Shares (DOO $78.94)
  • $78.94 Cap: $5.75B
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Q: Your expert comment on its conference call on Oct.29.,& u overall opinion.It did initially spike its price to a $60.60H,but closed lower @ $57.96 Currently trading @ $58.79 today.CIBC upgraded TP to$64 from $56.Thanks for u recommendation @ a much lower price.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 04, 2019

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: would you buy this company momentum is strong. dave

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Read Answer Asked by david on November 04, 2019

• iShares Global Healthcare ETF (IXJ $87.56)
  • $87.56 P/E (TTM): 75.18X Cap: $3.81B
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• Health Care Select Sector SPDR (XLV $137.15)
  • $137.15 P/E (TTM): 83.99X Cap: $33.49B
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• iShares U.S. Medical Devices ETF (IHI $62.24)
  • $62.24 P/E (TTM): 164.7X Cap: $4.32B
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Q: Hi 5i team,

Given the volatile market and demographic, what will be the suggested % for healthcare sector? Currently I don't have much in healthcare and I want to add healthcare etf to my TFSA account, what's the differences between XLV , IHI and IXJ? In terms of valuation and growth, which one will be best to buy now for TFSA? Thanks.

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Read Answer Asked by Willie on November 04, 2019

• Constellation Software Inc. (CSU $4,394.70)
  • $4,394.70 P/E (TTM): 110.89X Cap: $93.09B
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Q: I have been in and out of this stock often and typically sell when I’m up and rebuy it when it comes down. Made over 100% again and thinking of selling the entire position. Can you advise as to how expensive it has become and how that compares historically. Thx

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Read Answer Asked by Patrick on November 04, 2019

• Kinaxis Inc. (KXS $189.51)
  • $189.51 P/E (TTM): 162.26X Cap: $5.37B
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Q: kxs did a wonderful run on Friday. Do you see more upside or is it time to sell?

Donna

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Read Answer Asked by Donna on November 04, 2019

Q: Could I have your general comment on the proposed IPO. Will it be possible for Canadians to purchase the shares?
Thank"s
RM

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Read Answer Asked by Ronald on November 04, 2019

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi 5i,
I see on Friday Nov 1, that Xebec Adsorption Inc (XBC) was up more than 150% on volumes and more than 12% on price. I can't find any publicly released information that would contribute to this change and wondered if you have any thoughts for this significant price and volume increase? Thanks

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Read Answer Asked by Gordon on November 04, 2019

Q: about the recent Update about companies and portfolio....it hit the mark...clear and informative, aka well written executive summary ...appreciated...Tom.

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Read Answer Asked by Tom on November 04, 2019

• Triton International Limited (TRTN)
  • Cap: $4.38B
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Q: Good day your thoughts on TRTN:US

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Read Answer Asked by George on November 04, 2019

• Dollarama Inc. (DOL $185.18)
  • $185.18 P/E (TTM): 44.08X Cap: $53.24B
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• Alimentation Couche-Tard Inc. (ATD $69.27)
  • $69.27 P/E (TTM): 18.58X Cap: $65.26B
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Q: Which of these 2 stocks would you start a small position in with a 2 to 3 year hold?I’m looking for some growth,stability of earnings and being somewhat recession defensive. Thanx. Great service.

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Read Answer Asked by Steve on November 04, 2019

• Ovintiv Inc. (OVV $57.53)
  • $57.53 P/E (TTM): 18.36X Cap: $14.54B
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Q: What are your thoughts on ECA from an investment point of view now that they are moving away from Canada

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Read Answer Asked by Norman on November 04, 2019

• Eagle Graphite Incorporated (EGA)
  • P/E (TTM): -8.5X Cap: $3M
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Q: You made a comment on this company a year ago, could you please update. I understand there may be some major contract in the pipe.
Thanks
Rick

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Read Answer Asked by Rick on November 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Using Fri. closing prices for TSGI, Flutter & exch. rates
my math shows TSGI trading at a premium.
Pls. show your math to confirm.

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Read Answer Asked by Joseph on November 04, 2019