Investment Q&A

• Enbridge Inc. (ENB $66.75)
  • $66.75 P/E (TTM): 23.5X Cap: $145.84B
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• Pembina Pipeline Corporation (PPL $52.55)
  • $52.55 P/E (TTM): 17.74X Cap: $30.53B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.58)
  • $34.58 Cap: $22.64B
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• Capital Power Corporation (CPX $56.48)
  • $56.48 P/E (TTM): 17.56X Cap: $8.80B
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• Descartes Systems Group Inc. (The) (DSG $148.31)
  • $148.31 P/E (TTM): 64.2X Cap: $12.84B
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• Parkland Corporation (PKI $38.86)
  • $38.86 P/E (TTM): 22.92X Cap: $6.75B
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• TFI International Inc. (TFII $131.34)
  • $131.34 P/E (TTM): 22.41X Cap: $11.09B
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• Kinaxis Inc. (KXS $190.18)
  • $190.18 P/E (TTM): 161.07X Cap: $5.39B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.90)
  • $42.90 P/E (TTM): 1022.92X Cap: $19.48B
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• Exchange Income Corporation (EIF $70.97)
  • $70.97 P/E (TTM): 28.09X Cap: $3.67B
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• Vanguard S&P 500 Index ETF (VFV $159.40)
  • $159.40 P/E (TTM): 82.03X Cap: $24.89B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.97)
  • $99.97 Cap: $2.14B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $596.50)
  • $596.50 P/E (TTM): 81.12X Cap: $685.32B
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• Vanguard Dividend Appreciation FTF (VIG $212.72)
  • $212.72 P/E (TTM): 68.92X Cap: $92.71B
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• Real Matters Inc. (REAL $7.00)
  • $7.00 Cap: $495M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.31B
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• Boyd Group Services Inc. (BYD $232.44)
  • $232.44 P/E (TTM): 460.2X Cap: $5.03B
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• B2Gold Corp (Canada) (BTG $4.29)
  • $4.29 Cap: $5.34B
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Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

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Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

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Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.35)
  • $0.35 Cap: $16M
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Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

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Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $12.17)
  • $12.17 P/E (TTM): 23.4X Cap: $445M
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Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

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Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $19.43)
  • $19.43 P/E (TTM): 87.5X Cap: $5.60B
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• Sienna Senior Living Inc. (SIA $18.29)
  • $18.29 P/E (TTM): 45.03X Cap: $1.66B
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• Ballard Power Systems Inc. (BLDP $2.67)
  • $2.67 Cap: $826M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

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Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $337.19)
  • $337.19 P/E (TTM): 54.37X Cap: $38.68B
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Q: As a momentum\ value play would you take a crack at CLS again? Thx

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Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.90)
  • $201.90 P/E (TTM): 82.93X Cap: $264.21B
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Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

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Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $31.31)
  • $31.31 P/E (TTM): 12.84X Cap: $1.39B
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Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

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Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $31.31)
  • $31.31 P/E (TTM): 12.84X Cap: $1.39B
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Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

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Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

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Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: What do you think of the earnings and the stock going forward?

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Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $54.63)
  • $54.63 P/E (TTM): 71.53X Cap: $17.71B
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• Verizon Communications Inc. (VZ $43.32)
  • $43.32 P/E (TTM): 10.34X Cap: $187.12B
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• Ennis Inc. (EBF $18.44)
  • $18.44 P/E (TTM): 12.24X Cap: $469M
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Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

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Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

Q: Good Morning 5i, I am noticing a pickup in M&A. Your thoughts on if you think the next few months will see plenty of deals and I am very interested in which
Canadian listed companies you view as potential acquisition targets?

Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

• Constellation Software Inc. (CSU $4,579.23)
  • $4,579.23 P/E (TTM): 114.09X Cap: $97.47B
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Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.

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Read Answer Asked by Danny-boy on May 29, 2020

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.73B
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Q: Comments please on ATA’s latest Q. Showing weakness even following analyst upgrade.
Thank you

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Read Answer Asked by Marty on May 29, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

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Read Answer Asked by Dave on May 29, 2020

• Manulife Financial Corporation (MFC $42.47)
  • $42.47 P/E (TTM): 13.43X Cap: $72.15B
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• Great-West Lifeco Inc. (GWO $54.21)
  • $54.21 P/E (TTM): 13.54X Cap: $50.10B
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• Sun Life Financial Inc. (SLF $80.73)
  • $80.73 P/E (TTM): 14.62X Cap: $45.46B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,364.57)
  • $2,364.57 P/E (TTM): 8.44X Cap: $51.32B
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• Intact Financial Corporation (IFC $277.61)
  • $277.61 P/E (TTM): 22.5X Cap: $49.63B
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• Power Corporation of Canada Subordinate Voting Shares (POW $57.80)
  • $57.80 P/E (TTM): 13.7X Cap: $37.16B
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Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

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Read Answer Asked by Lawrence on May 29, 2020

• WELL Health Technologies Corp. (WELL $4.65)
  • $4.65 Cap: $1.20B
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Q: Cloud MD vs Well Health: is there a choice here or should I buy both?
I sold Well at $3.43 before it collapsed. New price is tempting to get back in. Thanks.

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Read Answer Asked by george on May 29, 2020

Q: Hi 5iTeam,
Suppose I have $250k in each of my RRSP , margin, TFSA, RESP and cash for a total of $1,250k with a brokerage firm. If the firms becomes insolvent, how could CIPF cover my investments? And would CDIC come into play in the aforementioned scenario?
Cheers,

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Read Answer Asked by Harry on May 29, 2020