Investment Q&A

• Income Portfolio (Income)
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Q: Hi,

If one is looking to adopt one of your model portfolios, how do we go about doing that? That is, is there a best time to buy, is there a certain amount of money that you recommend we start with, etc.

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Read Answer Asked by Handika on August 10, 2020

• Electronic Arts Inc. (EA $153.73)
  • $153.73 P/E (TTM): 36.95X Cap: $38.54B
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Q: Hi,
In the question on video games, what does ERTS stands for ?

Thanks,

Jacques

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Read Answer Asked by Jacques on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.78)
  • $79.78 P/E (TTM): 16.62X Cap: $14.10B
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Q: Greetings 5i Team - Your thoughts on the latest earnings, please.

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Read Answer Asked by basil on August 10, 2020

• Keyera Corp. (KEY $42.87)
  • $42.87 P/E (TTM): 18.08X Cap: $9.82B
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• Gibson Energy Inc. (GEI $24.55)
  • $24.55 P/E (TTM): 24.76X Cap: $4.01B
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Q: Which one has better growth prospects?

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Read Answer Asked by Edgar on August 10, 2020

• TMX Group Limited (X $56.18)
  • $56.18 P/E (TTM): 34.86X Cap: $15.62B
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Q: Can you please comment on the TMX group recently announced earnings. Would you recommend buying at today's price? Thank You.

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Read Answer Asked by Brian on August 10, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Market does not like the quarter at all. Would you buy here?

Thanks,

Alex

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Read Answer Asked by Alex on August 10, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Do you feel that the distribution is safe?
Thanks
Bob Rose

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Read Answer Asked by Robert on August 10, 2020

• Just Energy Group Inc. 6.75% Convertible Unsecured Senior Subordinated Debentures (JE.DB.D $45.50)
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Q: Would you recommend voting in favor of the resolution that JE will be converting debt including convertible debentures into common shares?

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Read Answer Asked by Robert on August 10, 2020

• Miscellaneous (MISC)
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Q: With either Globe Investor and iTrade, I rarely get information about the date when companies will be reporting earnings. In questions when clients ask what the earnings numbers will be for the quarter coming up, 5i gives the numbers but could you elaborate by saying the numbers "look good" or "not good"? Thanks, Dennis

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Read Answer Asked by Dennis on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.78)
  • $79.78 P/E (TTM): 16.62X Cap: $14.10B
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• Winpak Ltd. (WPK $44.75)
  • $44.75 P/E (TTM): 13.97X Cap: $2.76B
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Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

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Read Answer Asked by Roy on August 07, 2020

• Constellation Software Inc. (CSU $4,844.17)
  • $4,844.17 P/E (TTM): 101.29X Cap: $102.65B
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• Kinaxis Inc. (KXS $203.19)
  • $203.19 P/E (TTM): 427.81X Cap: $5.70B
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Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

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Read Answer Asked by John on August 07, 2020

• NFI Group Inc. (NFI $19.16)
  • $19.16 Cap: $2.28B
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Q: Another miss?
Jim

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Read Answer Asked by James on August 07, 2020

• Enbridge Inc. (ENB $61.84)
  • $61.84 P/E (TTM): 22.74X Cap: $134.81B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Just wondering why companies based outside Canada -- e.g. Enbridge in USA, Brookfield subsidiaries in Bermuda -- can have their stock eligible for our dividend tax credit. Thanks.

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Read Answer Asked by James on August 07, 2020

• Gatekeeper Systems Inc. (GSI $1.35)
  • $1.35 Cap: $126M
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Q: Any idea why up 24% today

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Read Answer Asked by hal on August 07, 2020

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: Please comment the Q2 reports for CDAY if you haven't already answered this question before. Thanks

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Read Answer Asked by Michel on August 07, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.21)
  • $73.21 P/E (TTM): 38.19X Cap: $614M
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• INVESCO QQQ Trust (QQQ $563.81)
  • $563.81 P/E (TTM): 59.46X Cap: $359.48B
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• TD Global Technology Leaders Index ETF (TEC $47.70)
  • $47.70 P/E (TTM): 52.94X Cap: $3.09B
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Q: Hi gang, any ETF in canadian $$ with USA & canadian technology stocks you would recommend or international stocks. Thanks. Alnoor

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Read Answer Asked by Alnoor on August 07, 2020

• iShares Biotechnology ETF (IBB $135.41)
  • $135.41 P/E (TTM): 41.5X Cap: $5.55B
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• iShares U.S. Medical Devices ETF (IHI $61.13)
  • $61.13 P/E (TTM): 105.73X Cap: $4.38B
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Q: I own both of these ETF's. Are there duplications of companies and with the US election coming in November is it a good time to hold health care stocks or should I rotate to another sector?

Thanks
Dave.

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Read Answer Asked by David on August 07, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.30)
  • $5.30 P/E (TTM): 22.7X Cap: $230M
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Q: Your thoughts on the recent earnings report. Since there is only one analyst covering the company, it is difficult to determine results vs expectations.

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Read Answer Asked by Theodore on August 07, 2020

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $35M
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: If you were allowed, would you buy these 2 stocks ?
If so which one would you buy first ?
Which one has more upside ?
Thanks

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Read Answer Asked by Luc on August 07, 2020

• CVS Health Corporation (CVS $61.85)
  • $61.85 P/E (TTM): 14.58X Cap: $78.24B
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Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?

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Read Answer Asked by Mike on August 07, 2020