Investment Q&A

• BMO Monthly Income ETF (ZMI $18.51)
  • $18.51 P/E (TTM): 17.93X Cap: $180M
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• BMO US Dividend Hedged to CAD ETF (ZUD $33.53)
  • $33.53 P/E (TTM): 20.74X Cap: $142M
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• iShares Diversified Monthly Income ETF (XTR $11.75)
  • $11.75 P/E (TTM): 19.12X Cap: $364M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.86)
  • $16.86 Cap: $936M
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.44)
  • $18.44 P/E (TTM): 13.4X Cap: $3.79B
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Q: whats are your top 5 income etfs hedged Canadian Thanks Barry

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Read Answer Asked by BARRY on August 14, 2019

• K-Bro Linen Inc. (KBL $38.40)
  • $38.40 P/E (TTM): 22.07X Cap: $498M
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Q: Hi, 5i
Could you confirm the gross margin appearing on your data providerP&l
78%!
...Better than cosmetics, is it for real?
Tanks

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Read Answer Asked by claude on August 14, 2019

• CAE Inc. (CAE $40.15)
  • $40.15 P/E (TTM): 31.12X Cap: $12.87B
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Q: What are your thoughts on CAE's earnings, announced this morning?

Thanks.

John

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Read Answer Asked by john on August 14, 2019

• Farfetch Ltd - Class A (FTCH)
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Q: Hello, I know this company is not covered by your team, nevertheless what would be your take on it? Thanks, Gervais

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Read Answer Asked by Gervais on August 14, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.26)
  • $6.26 P/E (TTM): 20.19X Cap: $667M
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Q: Comments please on Fiera's most recent quarter. What is holding the stock back? How concerned should I be about their debt level?
Thanks

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Read Answer Asked by Robert on August 14, 2019

• Pfizer Inc. (PFE $24.76)
  • $24.76 P/E (TTM): 13.17X Cap: $140.77B
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Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks

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Read Answer Asked by JOHN on August 14, 2019

• Income Portfolio (Income)
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Q: Hi
What in your view are the 6 most promising stocks in your growth portfolio and why?

Also, out of your income portfolio, what are the 6 highest paying dividend stocks, and frequency of payout?

Thanks!

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Read Answer Asked by Mitchell on August 14, 2019

• CI Energy Giants Covered Call ETF (NXF $5.41)
  • $5.41 P/E (TTM): 11.72X Cap: $111M
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Q: Could I please have your thoughts on the ETF, which seems to contain several of the largest oil producers. Is this a case where a large portion of the distribution is a return of capital as the dividend seems very high.

Thanks, David

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Read Answer Asked by david on August 14, 2019

• Corning Incorporated (GLW $87.41)
  • $87.41 P/E (TTM): 92.99X Cap: $74.87B
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• Viavi Solutions Inc. (VIAV $13.75)
  • $13.75 P/E (TTM): 91.67X Cap: $3.06B
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Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

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Read Answer Asked by jim on August 14, 2019

• Methanex Corporation (MX $50.05)
  • $50.05 P/E (TTM): 10.53X Cap: $3.37B
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Q: Looking for a dividend payer of minimum 3% with your highest conviction of a capital gain please? I need to replace some losers in my taxable account.

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Read Answer Asked by Charles on August 14, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.66)
  • $13.66 P/E (TTM): 7.35X Cap: $1.05B
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Q: Why is CPD taking such a hit right now?

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Read Answer Asked by Maria on August 14, 2019

• NFI Group Inc. (NFI $13.73)
  • $13.73 Cap: $1.63B
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Q: comments on the quarter please?

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Read Answer Asked by blake on August 14, 2019

• AltaGas Canada Inc. (ACI $33.49)
  • $33.49 P/E (TTM): 22.3X Cap: $1B
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Q: Hi,
I'm up 50% on AltaGas Canada so far this year, and I am thinking of trimming some off the top. Can you give me you thoughts on their latest 1/4, and thoughts about it's future.

Thanks

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Read Answer Asked by Greg on August 14, 2019

• Cipher Pharmaceuticals Inc. (CPH $14.49)
  • $14.49 P/E (TTM): 22.48X Cap: $367M
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Q: CPH just released Q results, do you see things turning around? They have more cash and less debt than last quarter and they continue to make a profit - please evaluate these metrics. Finally, would you comment on the initiatives outlined in the strategic update?

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Read Answer Asked by Harry on August 14, 2019

• Invesco Ltd (IVZ $23.00)
  • $23.00 P/E (TTM): 24.73X Cap: $10.25B
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Q: What do u think of this company for a 1-2 year hold ,specifically management,dividend safety,and any growth possibilities thanks

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Read Answer Asked by Greg on August 14, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I see PLC just released results which fell short of analyst expectations. Had a quick look through the latest financials and noticed increase in revenue and net income, decrease in long term debt levels however this looked to be funded by a share issue. I get that PLC is acquisitive and doesn't have the cash flow to fund all of the acquisitions. But does the constant issuance of shares concern the team at 5i? I guess stock performance to date indicates market is not worried about it. Any concerns with starting a position held in a TFSA?

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Read Answer Asked by Richard on August 14, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
  • $17.01 Cap: $2.34B
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Q: Am I likely to pay more for subscribing to new issue or should I wait and buy on the open market after the price is announced

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Read Answer Asked by hal on August 14, 2019

• Ag Growth International Inc. (AFN $36.26)
  • $36.26 Cap: $681M
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Q: Down 33% on AFN in a taxable account, time to bail?

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Read Answer Asked by Charles on August 14, 2019

Q: #1. Are there any key indicators that would suggest a recession ?
#2. Would it be a good idea for an investor to get out of the market and buy back in later, thinking there will be a recession soon and a downward stock market.

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Read Answer Asked by Martin on August 14, 2019

Q: Peter; I searched the Tax questions first but couldn’t find a answer- Re the 30 day rule- is the count of 30 days from the day it was sold or the settlement day? Thanks. Rod

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Read Answer Asked by Rodney on August 14, 2019