Investment Q&A

• VanEck Vectors Gaming ETF (BJK $44.86)
  • $44.86 P/E (TTM): 29.59X Cap: $27M
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• Maple Gold Mines Ltd. (MGM $0.09)
  • $0.09 Cap: $36M
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Q: Greetings,

A few questions here so deduct as apprioriate.

What is 5i's thoughts on dipping into the Gaming and Resort industry. Too soon?

MGM looks like iniders have been accumulating? What are your thoughts on MGM going forward? Debt? Still too soon?

Perhaps BJK would be a better play reducing risk etc. What are your thoughts here? Is "the bottom in"?

Cheers!

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Read Answer Asked by Duane on May 08, 2020

• The Rubicon Project Inc. (RUBI)
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Q: Good morning 5i,

Can you give the results some color?

TIA!

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Read Answer Asked by Wayne on May 08, 2020

• Kinaxis Inc. (KXS $199.23)
  • $199.23 P/E (TTM): 432.19X Cap: $5.65B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
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Q: i predicted shop would do a secondary and sold all my shop 2 days ago.
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave

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Read Answer Asked by david on May 08, 2020

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: ABC reported 2nd Qtr this morning. I would appreciate your reaction and thoughts about this stock. Also; do you think covid-19 has any impact on this company's results.
Thanks as always for your great advice.
Ian

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Read Answer Asked by Ian on May 08, 2020

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $134.07B
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Q: Good morning,
Are you concerned about the $1.9 billion in derivatives losses taken in the last quarter?
Thanks,
George

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Read Answer Asked by George on May 08, 2020

• Restaurant Brands International Inc. (QSR $97.05)
  • $97.05 P/E (TTM): 23.36X Cap: $44.12B
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• TFI International Inc. (TFII $122.27)
  • $122.27 P/E (TTM): 19.45X Cap: $10.13B
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Q: I have enough cash to start a new position and am trying to decide between TFI and QSR. Which would you chose and a couple of reasons why? Thanks Ron

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Read Answer Asked by Ronald on May 08, 2020

• Atlassian Corporation (TEAM $198.44)
  • $198.44 Cap: $52.09B
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Q: I would like to start a position in TEAM. What do you think of it’s current valuation? Wait for pullback?
Thanks

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Read Answer Asked by Curtis on May 08, 2020

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $134.07B
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• TC Energy Corporation (TRP $65.24)
  • $65.24 P/E (TTM): 15.41X Cap: $67.80B
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Q: What is your preference ENB vs TRP and why?

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Read Answer Asked by Thomas on May 08, 2020

• Sienna Senior Living Inc. (SIA $18.18)
  • $18.18 P/E (TTM): 44.29X Cap: $1.71B
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Q: Hi 5i Team:

I own less than one percent market value of SIA in my portfolio, which is down 32%. I am thinking to take the loss and buy something else. What is your take to sell or hold.

Thank you.

L

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Read Answer Asked by LOUISA on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.81)
  • $43.81 P/E (TTM): 538.8X Cap: $28.99B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.53)
  • $56.53 Cap: $7.46B
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Q: I was surprised and now curious as to how come BIP. UN is listed as a utility and BIPC.CA is listed as a financial services? I thought that they were identical except for the structure.
Your comments would be appreciated.

Ron

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Read Answer Asked by Ron on May 08, 2020

• Victoria Gold Corp. (VGCX $0.48)
  • $0.48 P/E (TTM): 2.06X Cap: $32M
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Q: Could you provide me with an overview on this company and your thoughts on it going forward
Thanks

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Read Answer Asked by Robert on May 08, 2020

Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave

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Read Answer Asked by Dave on May 08, 2020

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.46)
  • $18.46 Cap: $1.20B
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• PH&N High Yield Bond Fund Series D (RBF1280 $11.60)
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Q: Hi Guys
I own this fund. My understanding on the High Yield bond funds is not very good. When would you guys view as a good time to possibly add more money.
Thanks Gord

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Read Answer Asked by Gordon on May 08, 2020

• International Business Machines Corporation (IBM $281.96)
  • $281.96 P/E (TTM): 48.84X Cap: $262.05B
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• CGI Inc. (GIB $101.29)
  • $101.29 P/E (TTM): 17.95X Cap: $22.51B
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Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.

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Read Answer Asked by David on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.81)
  • $43.81 P/E (TTM): 538.8X Cap: $28.99B
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Q: Would appreciate your comments on this fund. In which type of account would it best be purchased in - rrsp, tfsa, non registered corporate or unreg cash? Why?
thank you for providing your support. Looking for dividend paying capital preservation fund.

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Read Answer Asked by Lorraine on May 08, 2020

Q: Hi 5i Team
I have some US cash in my Rif account that I would like to park for 3-6 months, can you suggest a safe place to place it.
Thanks for all help..

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Read Answer Asked by William on May 08, 2020

• Apple Inc. (AAPL $214.40)
  • $214.40 P/E (TTM): 33.1X Cap: $3.20T
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• Amazon.com Inc. (AMZN $227.47)
  • $227.47 P/E (TTM): 37.35X Cap: $2.41T
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• Alphabet Inc. (GOOG $192.11)
  • $192.11 P/E (TTM): 21.33X Cap: $2.33T
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• Intuitive Surgical Inc. (ISRG $511.00)
  • $511.00 P/E (TTM): 75.57X Cap: $183.15B
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• Microsoft Corporation (MSFT $505.27)
  • $505.27 P/E (TTM): 39.45X Cap: $3.75T
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• Salesforce Inc. (CRM $263.59)
  • $263.59 P/E (TTM): 41.05X Cap: $250.73B
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• Honeywell International Inc. (HON $236.58)
  • $236.58 P/E (TTM): 27.04X Cap: $151.17B
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Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert

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Read Answer Asked by ALBERT on May 08, 2020

• StoneCo Ltd. (STNE $14.02)
  • $14.02 Cap: $3.65B
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Q: Your thoughts on this company and the move to digital payments with paypals beat and trend, and maybe the effects on visa and master card.

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Read Answer Asked by dennis on May 08, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
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Q: Hi, Do you have details of 1.85 mln secondary offering of Class A subordinate shares, like offering price, closing date etc. Thanks

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Read Answer Asked by rajeev on May 08, 2020

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $102.78B
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Q: Please comment on Constellation's Q1 in general and EPS (seems to be a big miss) in particular

Thanks

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Read Answer Asked by sandy on May 08, 2020