Investment Q&A

• Netflix Inc. (NFLX $93.64)
  • $93.64 P/E (TTM): 38.94X Cap: $396.18B
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• Enbridge Inc. (ENB $64.88)
  • $64.88 P/E (TTM): 24.63X Cap: $141.76B
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• Keyera Corp. (KEY $43.89)
  • $43.89 P/E (TTM): 32.71X Cap: $10.09B
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• lululemon athletica inc. (LULU $210.40)
  • $210.40 P/E (TTM): 14.78X Cap: $23.86B
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• Spotify Technology S.A. (SPOT $586.57)
  • $586.57 Cap: $118.10B
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• Under Armour Inc. Class A (UAA $4.62)
  • $4.62 Cap: $1.92B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.45)
  • $63.45 Cap: $8.40B
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Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

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Read Answer Asked by Kris on May 29, 2020

• Enbridge Inc. (ENB $64.88)
  • $64.88 P/E (TTM): 24.63X Cap: $141.76B
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• Pembina Pipeline Corporation (PPL $51.69)
  • $51.69 P/E (TTM): 17.85X Cap: $30.13B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.55)
  • $37.55 Cap: $24.56B
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• Capital Power Corporation (CPX $59.51)
  • $59.51 P/E (TTM): 20.63X Cap: $9.27B
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• Descartes Systems Group Inc. (The) (DSG $121.96)
  • $121.96 P/E (TTM): 52.8X Cap: $10.49B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TFI International Inc. (TFII $144.98)
  • $144.98 P/E (TTM): 27.54X Cap: $11.90B
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• Kinaxis Inc. (KXS $175.27)
  • $175.27 P/E (TTM): 106.01X Cap: $4.90B
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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 $47.84)
  • $47.84 P/E (TTM): 53.64X Cap: $22.07B
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• Exchange Income Corporation (EIF $84.09)
  • $84.09 P/E (TTM): 31.43X Cap: $4.58B
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• Vanguard S&P 500 Index ETF (VFV $168.40)
  • $168.40 P/E (TTM): 26.41X Cap: $27.68B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.90)
  • $103.90 Cap: $2.26B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $634.78)
  • $634.78 P/E (TTM): 26.09X Cap: $768.43B
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• Vanguard Dividend Appreciation FTF (VIG $222.39)
  • $222.39 P/E (TTM): 25.2X Cap: $98.11B
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• Real Matters Inc. (REAL $5.86)
  • $5.86 Cap: $432M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.28B
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• Boyd Group Services Inc. (BYD $221.38)
  • $221.38 P/E (TTM): 217.52X Cap: $6.17B
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• B2Gold Corp (Canada) (BTG $4.73)
  • $4.73 Cap: $5.97B
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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 $0.41)
  • $0.41 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 $11.81)
  • $11.81 P/E (TTM): 11.48X Cap: $434M
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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 $20.03)
  • $20.03 P/E (TTM): 93.77X Cap: $6.19B
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• Sienna Senior Living Inc. (SIA $20.60)
  • $20.60 P/E (TTM): 46.87X Cap: $1.96B
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• Ballard Power Systems Inc. (BLDP $3.68)
  • $3.68 Cap: $1.10B
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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 $422.88)
  • $422.88 P/E (TTM): 50.72X Cap: $47.82B
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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 $231.76)
  • $231.76 P/E (TTM): 148.46X Cap: $302.05B
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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 $40.30)
  • $40.30 P/E (TTM): 14.14X Cap: $1.79B
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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 $40.30)
  • $40.30 P/E (TTM): 14.14X Cap: $1.79B
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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 $42.87)
  • $42.87 Cap: $13.72B
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• Verizon Communications Inc. (VZ $40.32)
  • $40.32 P/E (TTM): 8.54X Cap: $168.31B
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• Ennis Inc. (EBF $18.13)
  • $18.13 P/E (TTM): 11.25X Cap: $464M
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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 $3,316.17)
  • $3,316.17 P/E (TTM): 76.34X Cap: $70.59B
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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 $38.78)
  • $38.78 Cap: $3.82B
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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 $50.12)
  • $50.12 P/E (TTM): 15.78X Cap: $84.85B
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• Great-West Lifeco Inc. (GWO $67.43)
  • $67.43 P/E (TTM): 15.37X Cap: $62.32B
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• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.36X Cap: $47.75B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,584.28)
  • $2,584.28 P/E (TTM): 8.6X Cap: $54.78B
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• Intact Financial Corporation (IFC $283.83)
  • $283.83 P/E (TTM): 23.71X Cap: $50.76B
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• Power Corporation of Canada Subordinate Voting Shares (POW $73.46)
  • $73.46 P/E (TTM): 15.52X Cap: $46.54B
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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 $3.97)
  • $3.97 Cap: $1B
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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