Investment Q&A

Q: I have a question about a Canadian Heat map for stocks like the excellent Finviz.com
The two that I've found ...
http://www.watchstockprices.com/tsx/
http://www.digitallook.com/dlmedia/investing/visual_tools/heat_maps?&username=&ac=&country_id=25
... are not visual or user friendly like Finviz.com. Can you recommend one?

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Read Answer Asked by Graeme on January 29, 2019

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
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Q: What is your current view on GrubHub? I like the company. The stock has been pretty beaten up. Is it a buy, hold or sell?

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Read Answer Asked by Grant on January 29, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: What is happening with Square today?...Catherine

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Read Answer Asked by Victor on January 29, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
  • View SNC Profile
  • View Questions on SNC

Q: What do you think about SNC earning warning today, due to problem with project in Saudi Arabia, what about the acquisition they make last year of a UK engineering company, at that time everyone though was a good deal?

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Read Answer Asked by OSCAR on January 29, 2019

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
  • View SNC Profile
  • View Questions on SNC

Q: I own a full position of SNC in my TFSA and am now down almost 40%. With today's large pull back what would you recommend (Buy, sell or hold) and why

Thank you

Sean

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Read Answer Asked by Sean on January 29, 2019

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
  • View AQN Profile
  • View Questions on AQN

Q: Can you advise on level of ownership by AQN senior mgmnt of their stock?
They have preferred series A shares which pay higher dividend. Does AQN pay dividend only in USD. Is there dividend which is not eligible for the Canadian div tax credit? Am trying to figure out which series to buy. Many thx for the great services.

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Read Answer Asked by TOM on January 29, 2019

• Sun Life Financial Inc. (SLF $85.48)
  • $85.48 P/E (TTM): 15.89X Cap: $48.95B
  • View SLF Profile
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Q: Hi Peter, Ryan, and team,

In a recent post in Stock Chase, Barry Schwartz was commenting on MFC and gave it a "Don't Buy" rating, for reasons similar to 5i's. He then goes on to say that "he avoids this sector".

Is there a compelling reason to own SLF (or any other insurer) in the Financial Sector?

Our sector holdings across all accounts are BNS at 2%, GSY at 3.8%, SLF at 2%, TD at 6%, and TRI at 0.9%.

Should we 'stay the course' and keep things as they are, or should changes be made?

As always, I really value your advice.

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Read Answer Asked by Jerry on January 29, 2019

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
  • View AC Profile
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• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.65B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Hi,
I recently sold my AC shares (kind of reluctantly since I had done well on them) and exchanged them for NFI, which I think have more upside. Do you think this was a reasonable move?

Thanks

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Read Answer Asked by Scott on January 29, 2019

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
  • View ENGH Profile
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Q: I learned from TD Waterhouse that Enghouse did a 2 for 1 stock split in December. I discovered it when I saw, what I thought, was a drastic fall in the share value to $37. My question is: should I not have received some sort of advise about the stock split from the Company?? To my knowledge I did no receive any such advice. And, also can you give me some background about the split?? Thanks

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Read Answer Asked by Bob on January 29, 2019

• AutoCanada Inc. (ACQ $24.75)
  • $24.75 Cap: $578M
  • View ACQ Profile
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Q: I have a question about AutoCanada Inc

They have entered into a strategic relationship with Quorum Information Technologies Inc. (QIS). Your thoughts on how this might help AutoCanada? Is QIS a company to consider making an investment in?

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Read Answer Asked by Mauro on January 29, 2019

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.35B
  • View IWO Profile
  • View Questions on IWO
• BMO Aggregate Bond Index ETF (ZAG $13.99)
  • $13.99 Cap: $11.73B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.18)
  • $48.18 P/E (TTM): 6.15X Cap: $19.61B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $45.01)
  • $45.01 P/E (TTM): 7.38X Cap: $17.85B
  • View XIU Profile
  • View Questions on XIU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
  • View VEE Profile
  • View Questions on VEE
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.71)
  • $103.71 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Total Market Index ETF (VUN $126.99)
  • $126.99 P/E (TTM): 26.28X Cap: $14.17B
  • View VUN Profile
  • View Questions on VUN
• Vanguard Total International Stock (VXUS $74.81)
  • $74.81 P/E (TTM): 0.75X Cap: $82.83B
  • View VXUS Profile
  • View Questions on VXUS
• iShares S&P/TSX Completion Index ETF (XMD $49.88)
  • $49.88 P/E (TTM): 3.61X Cap: $518M
  • View XMD Profile
  • View Questions on XMD

Q: Hi Peter, Ryan & Team
In addition to my current 5i Balanced portfolio I want to build an additional RRSP ETF portfolio.Time horizon 3-5 Years and my risk level is moderate.
I am thinking to invest in the following ETF. Appreciate you advise on the distribution, concentration and risk level.
XMD 30%
VUN 20%
XIU 10%
VEE 10%
VXUS 10%
IXC 10%
IWO 10%

Thanks,

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Read Answer Asked by Yousef on January 29, 2019

• GE Aerospace (GE $310.75)
  • $310.75 P/E (TTM): 43.21X Cap: $333.27B
  • View GE Profile
  • View Questions on GE

Q: Your recommendation on GE as a buy at current levels.

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Read Answer Asked by James Douglas on January 29, 2019

Q: Hi 5i

I would like your opinion on BAM.A
Risk level? scale from 1 to 10 with 10 being the best.
What sector would you class this stock under?
Is this a stock I can buy and forget?
Is this stock at a good buy point today?

Thanks

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Read Answer Asked by Stephen on January 29, 2019

• Dollar General Corporation (DG $99.58)
  • $99.58 P/E (TTM): 18.87X Cap: $21.99B
  • View DG Profile
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Q: Has your outlook changed at all for DG? Analysts seem to think it's a buy.
Thanks

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Read Answer Asked by steve on January 29, 2019

• Cronos Group Inc. (CRON $3.41)
  • $3.41 P/E (TTM): 49.66X Cap: $1.30B
  • View CRON Profile
  • View Questions on CRON

Q: Hi 5I I'm 've watched this pot stock of which I know absolutely nothing go from 19.00 on Thursday to 23.00 today. What do you think of it? Are there any fundamentals? Do you have it on a Watchlist? Market Cap etc? Would you put money into it at this time?
Please deduct as many questions as you see fit to. Thanks in advance david

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Read Answer Asked by David on January 29, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Hi everyone. Do you think KL still has room to run based on fundamentals? I'm up almost 100% and wondering how much I should trim (if any).

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Read Answer Asked by Rick on January 29, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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Q: some quite bitten stocks are coming back,I am looking for potential growth stocks risk is acceptable.Sector not a problem

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Read Answer Asked by Nizar on January 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Would you continue to hold SHOP?

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Read Answer Asked by Dennis on January 29, 2019

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
  • View PL Profile
  • View Questions on PL

Q: Hi 5i,

Thank you for the great work. Pinnacle Renewable is a business I've had my eye on for several months. Do you see the pullback in the stock to below the IPO price as a good entry opportunity?

Any thoughts you have on the business are greatly appreciated.

Thank you,
G

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Read Answer Asked by Greg on January 29, 2019

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Imperial Bank Of Commerce (CM $115.25)
  • $115.25 P/E (TTM): 14.11X Cap: $107.20B
  • View CM Profile
  • View Questions on CM

Q: Can you please rate these four banks in terms of growth and least affected by a downturn.
.

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Read Answer Asked by James on January 29, 2019