Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $36.14)
  • $36.14 Cap: $23.55B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $43.01)
  • $43.01 P/E (TTM): 522.13X Cap: $28.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: What percentage ownership does Brookfield Asset Management have in the other 2 companies?

Upvote 0

Read Answer Asked by jacques on November 04, 2019

• Bank of Nova Scotia (The) (BNS $77.03)
  • $77.03 P/E (TTM): 16.04X Cap: $95.44B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

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.

Upvote 0

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
  • View BCI Profile
  • View Questions on BCI
  • View Reports on BCI

Q: hi there.

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

thanks

Upvote 0

Read Answer Asked by kelly on November 04, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.60)
  • $2.60 Cap: $607M
  • View ERE.UN Profile
  • View Questions on ERE.UN

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.

Upvote 0

Read Answer Asked by Greg on November 04, 2019

• CurrencyShares Canadian Dollar ETF (FXC)
  • View FXC Profile
  • View Questions on FXC

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

Upvote 0

Read Answer Asked by Hector on November 04, 2019

• iShares Diversified Monthly Income ETF (XTR $11.42)
  • $11.42 P/E (TTM): 9.62X Cap: $357M
  • View XTR Profile
  • View Questions on XTR

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.

Upvote 0

Read Answer Asked by Alex on November 04, 2019

• BRP Inc. Subordinate Voting Shares (DOO $69.96)
  • $69.96 Cap: $5.12B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

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

Upvote 0

Read Answer Asked by Peter on November 04, 2019

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
  • View CDAY Profile
  • View Questions on CDAY

Q: would you buy this company momentum is strong. dave

Upvote 0

Read Answer Asked by david on November 04, 2019

• iShares Global Healthcare ETF (IXJ $83.61)
  • $83.61 P/E (TTM): 64.56X Cap: $3.67B
  • View IXJ Profile
  • View Questions on IXJ
• Health Care Select Sector SPDR (XLV $131.46)
  • $131.46 P/E (TTM): 65.74X Cap: $32.54B
  • View XLV Profile
  • View Questions on XLV
• iShares U.S. Medical Devices ETF (IHI $60.35)
  • $60.35 P/E (TTM): 105.73X Cap: $4.28B
  • View IHI Profile
  • View Questions on IHI

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.

Upvote 0

Read Answer Asked by Willie on November 04, 2019

• Constellation Software Inc. (CSU $4,765.14)
  • $4,765.14 P/E (TTM): 98.53X Cap: $101.51B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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

Upvote 0

Read Answer Asked by Patrick on November 04, 2019

• Kinaxis Inc. (KXS $200.74)
  • $200.74 P/E (TTM): 437.0X Cap: $5.80B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: kxs did a wonderful run on Friday. Do you see more upside or is it time to sell?

Donna

Upvote 0

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

Upvote 0

Read Answer Asked by Ronald on November 04, 2019

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

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

Upvote 0

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.

Upvote 0

Read Answer Asked by Tom on November 04, 2019

• Triton International Limited (TRTN)
  • Cap: $4.38B
  • View TRTN Profile
  • View Questions on TRTN

Q: Good day your thoughts on TRTN:US

Upvote 0

Read Answer Asked by George on November 04, 2019

• Dollarama Inc. (DOL $192.70)
  • $192.70 P/E (TTM): 43.3X Cap: $53.42B
  • View DOL Profile
  • View Questions on DOL
• Alimentation Couche-Tard Inc. (ATD $70.90)
  • $70.90 P/E (TTM): 18.84X Cap: $67.34B
  • View ATD Profile
  • View Questions on ATD

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.

Upvote 0

Read Answer Asked by Steve on November 04, 2019

• Ovintiv Inc. (OVV $55.79)
  • $55.79 P/E (TTM): 17.57X Cap: $14.37B
  • View OVV Profile
  • View Questions on OVV

Q: What are your thoughts on ECA from an investment point of view now that they are moving away from Canada

Upvote 0

Read Answer Asked by Norman on November 04, 2019

• Eagle Graphite Incorporated (EGA)
  • P/E (TTM): -8.5X Cap: $3M
  • View EGA Profile
  • View Questions on EGA

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

Upvote 0

Read Answer Asked by Rick on November 04, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Using Fri. closing prices for TSGI, Flutter & exch. rates
my math shows TSGI trading at a premium.
Pls. show your math to confirm.

Upvote 0

Read Answer Asked by Joseph on November 04, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.28)
  • $17.28 Cap: $2.35B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: TD has a 1 year price target of $52. Is that price fair?
Clayton

Upvote 0

Read Answer Asked by Clayton on November 04, 2019