Investment Q&A

• Magna International Inc. (MG $63.51)
  • $63.51 P/E (TTM): 10.84X Cap: $17.97B
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Q: Hi Peter and 5i:
May I have your opinion about the MG Outlook statement today. The EPS growth will come from share buybacks for the foreseeable future (3 years)? 5i went to half position in September 2019 in Balanced portfolio. Would you still hold MG going forward at a half position? MG has had nice dividend increases and do you anticipate this would continue?
Thank you for stellar advice. Thank you.

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Read Answer Asked by Dennis on January 20, 2020

• Boralex Inc. Class A Shares (BLX $27.86)
  • $27.86 Cap: $2.86B
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Q: What do you think of this stock for a long term (5yr) investment ? As always, I appreciate excellent guidance.

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Read Answer Asked by Norman on January 20, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.41)
  • $101.41 Cap: $2.14B
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Q: Do you have any recommendations for ETF"s for an RRSP

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Read Answer Asked by Ernest on January 20, 2020

• Graham Holdings Company (GHC $1,138.85)
  • $1,138.85 P/E (TTM): 8.08X Cap: $4.93B
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Q: Hi gang, just would like your opinion about this co:GHC . Do you see growth? Is it safe co? How about earnings? Would you buy at today’s price? Thanks. Alnoor

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Read Answer Asked by Alnoor on January 20, 2020

• Freeport-McMoRan Inc. (FCX $44.88)
  • $44.88 P/E (TTM): 35.08X Cap: $63.01B
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• Methanex Corporation (MX $53.34)
  • $53.34 P/E (TTM): 11.53X Cap: $3.61B
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• Nutrien Ltd. (NTR $79.67)
  • $79.67 P/E (TTM): 185.45X Cap: $38.02B
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Q: I am looking to take a position in a commodity. Can you suggest one or two companies you expect to do well over the next 2-3 years?

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Read Answer Asked by Danny on January 20, 2020

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: What do you think of this stock for a long term (5yr) investment ? Thanks.

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Read Answer Asked by Norman on January 20, 2020

• Commander Resources Ltd. (CMD $0.10)
  • $0.10 P/E (TTM): 1.36X Cap: $4M
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Q: What is your opinion about this stock? I've been told it's a well managed company, but the stock price seems to be heading downward lately in a continuing bull market. Has this got anything to do with a recent acquisition which was not liked by an analyst? Or, a change on growth prospects? Someone dumping their position?Thanks for your opinion.

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Read Answer Asked by Alfred on January 20, 2020

• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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Q: What do you think of the recent transaction of Crew? Thanks!

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Read Answer Asked by Donald on January 20, 2020

• Broadcom Inc. (AVGO $369.57)
  • $369.57 P/E (TTM): 129.46X Cap: $1.73T
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• QUALCOMM Incorporated (QCOM $158.95)
  • $158.95 P/E (TTM): 15.48X Cap: $171.19B
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• Advanced Micro Devices Inc. (AMD $159.54)
  • $159.54 P/E (TTM): 86.52X Cap: $258.90B
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Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.

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Read Answer Asked by tim on January 20, 2020

• High Liner Foods Incorporated (HLF $15.84)
  • $15.84 P/E (TTM): 7.23X Cap: $461M
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• Hardwoods Distribution Inc. (HDI)
  • P/E (TTM): 3.2X Cap: $633M
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• Evertz Technologies Limited (ET $12.24)
  • $12.24 P/E (TTM): 15.49X Cap: $911M
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Q: I need to raise some cash. Please rank in order which company is worth holding onto for potential growth?
Thanks

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Read Answer Asked by Curtis on January 20, 2020

• ECN Capital Corp. (ECN $3.01)
  • $3.01 Cap: $830M
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Q: I noticed that you do not cover ECN, why is this? What rating would you give this stock?
Thanks

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Read Answer Asked on January 20, 2020

• Canadian Dollar ($CAD)
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Q: We’re do you see the Canadian dollar in relation to the US dollar this year? Weakening, same as it is today or strengthening? Also would it be stable or with volatility?
Clayton

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Read Answer Asked by Clayton on January 20, 2020

• Gildan Activewear Inc. (GIL $75.21)
  • $75.21 P/E (TTM): 17.8X Cap: $11.37B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I have owned Boyd for the past year in a non registered account and have realized capital gains due to the conversion this month. I also own GIL in the same account. Just wondering for tax loss selling if I should sell GIL now to offset the Boyd gain a bit. I intend to buy back GIL after the 30 days. Do you think I should wait a bit or is now a good time to do this?

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Read Answer Asked by Everett on January 20, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Peter; With the recent cold snaps and heavy snow would this not benefit Boyd more than usual. I live in the Vancouver area and ICBC has had over 14,000 accident claims in the past three days - and now NL is getting plus many US
regions.
Rod

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Read Answer Asked by Rodney on January 20, 2020

• Diamond Estates Wines & Spirits Inc. (DWS $0.17)
  • $0.17 P/E (TTM): 8.25X Cap: $10M
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Q: In September 2019 there was an announcement of a consolidation. Any further news re this?

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Read Answer Asked by Del on January 20, 2020

Q: do you still publish 5i research SUMMARY

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Read Answer Asked by Donald on January 20, 2020

• Vanguard U.S. Total Market Index ETF (VUN $121.22)
  • $121.22 P/E (TTM): 25.82X Cap: $12.98B
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Q: would a 10% weight of this ETF be too high as this would be the only US ETF in a RRSP account for a young person.

Thanks

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Read Answer Asked on January 20, 2020

• NFI Group Inc. (NFI $18.26)
  • $18.26 Cap: $2.19B
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Q: in your report you down graded NFI. So is the dividend safe for a dividend investor. What would indicate the dividend was going to be cut.

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Read Answer Asked by Ross on January 20, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
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Q: Hello! I often see BAM.A mentioned as being the more growth-oriented stock versus BEP.UN being the more income-oriented stock. Historically, this has been the case. However, last year, BEP.UN showed more growth than BAM.A. With the growing interest in renewable energy (both from a media coverage perspective and also, I think, from actual industry development/momentum), do you feel BEP.UN's outperformance against BAM.A last year is a trend to continue into the future?

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Read Answer Asked by Laxmyharan on January 17, 2020

• Kinaxis Inc. (KXS $186.58)
  • $186.58 P/E (TTM): 160.54X Cap: $5.36B
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Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon

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Read Answer Asked by Sharon on January 17, 2020