Investment Q&A

• Unilever PLC (UL $60.87)
  • $60.87 P/E (TTM): 23.25X Cap: $150.74B
  • View UL Profile
  • View Questions on UL

Q: Is Uniliver oversold today? Is it a buy at this price?

Thanks.

Liping

Upvote 0

Read Answer Asked by Liping on December 18, 2019

• Stella-Jones Inc. (SJ $78.70)
  • $78.70 P/E (TTM): 13.3X Cap: $4.32B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Whats the near term (one to two yrs) for these Companies
Sell any of them?

Upvote 0

Read Answer Asked by thambirajah on December 18, 2019

• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 83.55X Cap: $9.39B
  • View CS Profile
  • View Questions on CS

Q: Would you average down on CS? Would it go back up to $1.50 in January.? What do you think of copper for next year? Many thanks

Upvote 0

Read Answer Asked by Hue on December 18, 2019

• StoneCo Ltd. (STNE $18.69)
  • $18.69 Cap: $5.17B
  • View STNE Profile
  • View Questions on STNE

Q: What can you tell me about this Berkshire backed company for a 1-3 year hold your thoughts about management,growth etc thanks

Upvote 0

Read Answer Asked by Greg on December 18, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX

Q: What are the tax implications for the spinoff of OTIS and Carrier for Canadians?
i.e. Will they be taxable as income or will the spin-off be eligible under section 86.1 such that the ACB is allocated between the original shares and the spin-offs.

Thanks

Upvote 0

Read Answer Asked by Lynda on December 18, 2019

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?

Upvote 0

Read Answer Asked by Steven on December 18, 2019

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
  • View MDF Profile
  • View Questions on MDF
  • View Reports on MDF

Q: Hi 5i Team - Could you provide me with an up-to-date evaluation of Mediagrif as an investment with a one to three year time horizon. Also any details on debt, revenue and earnings, insider holdings/buying etc. Thank you.

Upvote 0

Read Answer Asked by Rob on December 18, 2019

• Logistec (LGTA)
  • P/E (TTM): 30.71X
  • View LGTA Profile
  • View Questions on LGTA

Q: Hi 5i Team - Could you give me your opinion on Logistec as a growth company and also any fundamentals that would be relevant. Thanks

Upvote 0

Read Answer Asked by Rob on December 18, 2019

• The Rubicon Project Inc. (RUBI)
  • View RUBI Profile
  • View Questions on RUBI

Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks

Upvote 0

Read Answer Asked by Neil on December 18, 2019

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
  • View VET Profile
  • View Questions on VET

Q: I was listening to some comments on VET on BNN Fri. What was mentioned was instability in the European gas market. I believe something about Russia messing around with the market and therefore putting on question on Vet's gas business in Europe. Do you have any insight into this?

TIA

Upvote 0

Read Answer Asked by Gerald on December 18, 2019

• Akumin Inc. (AKU.U $2.90)
  • $2.90 P/E (TTM): 58.0X Cap: $259M
  • View AKU.U Profile
  • View Questions on AKU.U
• Akumin Inc. (AKU $0.53)
  • $0.53 Cap: $48M
  • View AKU Profile
  • View Questions on AKU

Q: why does aku have 2 listings both in canada , one in u.s. funds and one in cdn funds. dave

Upvote 0

Read Answer Asked by david on December 18, 2019

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
  • View AQN Profile
  • View Questions on AQN
• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
  • View H Profile
  • View Questions on H

Q: Need to add stock or ETF in Utility space. Is it good time to start position at Hydro? Any other suggestions are mostly appreciated. Looking for income and growth, RRSP and TFSA.

Thank you

Upvote 0

Read Answer Asked by Hali on December 18, 2019

• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: The 7% CVD is being called early. It is in my RRIF and converts to 121 shares per thousand.

Do you suggest converting into the common shares which are now selling at $12.53 or would you sell the CVD for $151?

In other words, do you like TVK as a RRIF holding or do you think I could do better.
And if so what would you suggest with the proceeds?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on December 18, 2019

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.66B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Badger Infrastructure Solutions Ltd. (BDGI $72.81)
  • $72.81 P/E (TTM): 30.79X Cap: $2.45B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.61)
  • $19.61 P/E (TTM): 9.52X Cap: $1.64B
  • View TCL.A Profile
  • View Questions on TCL.A
• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?

Upvote 0

Read Answer Asked by Eric on December 18, 2019

• Frontera Energy Corporation (FEC $5.36)
  • $5.36 Cap: $386M
  • View FEC Profile
  • View Questions on FEC

Q: COULD I HAVE YOUR OPINION

Upvote 0

Read Answer Asked by wayne on December 18, 2019

Q: When will the buying of stocks begin for 2020. Most of the stocks that I hold have traded below their averages for more than two weeks.
Appreciate your service.
Clayton

Upvote 0

Read Answer Asked by Clayton on December 18, 2019

• Parex Resources Inc. (PXT $17.80)
  • $17.80 P/E (TTM): 10.43X Cap: $1.80B
  • View PXT Profile
  • View Questions on PXT

Q: How material is the discovery announced after hours?

Upvote 0

Read Answer Asked by Patrick on December 18, 2019

Q: From your balanced and income portfolios, can you pick the top 5 names that you think are down due to tax loss selling and have growth potentials?

Upvote 0

Read Answer Asked by Mahdi on December 18, 2019

• Alaris Equity Partners Income Trust (AD.UN $19.59)
  • $19.59 P/E (TTM): 6.38X Cap: $881M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: The ALARIS stock is classified as Industrial in Portfolio Tracking. Shouldn't it be classified as financial since providing alternative financing to various companies is its sole business.

Upvote 0

Read Answer Asked by Miroslaw on December 18, 2019

• Cineplex Inc. (CGX $12.45)
  • $12.45 Cap: $793M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX
• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
  • View DRG.UN Profile
  • View Questions on DRG.UN

Q: Hi,

Having sold DRG.UN & CGX, I'm sitting on some cash.

Could you give me your top 5 relatively safe, relatively high dividend/distribution paying choices to replace these?

Sector is not important. Getting a benefit from companies whose price is depressed due to tax loss selling is a bonus but not critical.

Thanks,

Gord

Upvote 0

Read Answer Asked by Gordon on December 17, 2019