Investment Q&A

• CT Real Estate Investment Trust (CRT.UN $15.66)
  • $15.66 P/E (TTM): 13.44X Cap: $3.73B
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Q: What is your read on the deal announced today by Canadian Tire?

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Read Answer Asked by roland on September 12, 2019

• Canadian Natural Resources Limited (CNQ $42.27)
  • $42.27 P/E (TTM): 11.72X Cap: $87.56B
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Q: I bought this stock 2 years ago at 40.00 now it is 33.00 has done nothing. Should I sell and buy back at lower price . Larry

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Read Answer Asked by Larry on September 12, 2019

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 109.51X Cap: $844M
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Q: ECN recently doubled their dividend. This equates to a payout ratio of approximately 25% based on the midpoint of ECN’s 2019 EPS guidance. Did ECN simply double their payout ratio, or is the payout ratio staying about the same and ECN's profits have doubled?

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Read Answer Asked by PAUL on September 12, 2019

• Global X Marijuana Life Sciences Index ETF (HMMJ $7.48)
  • $7.48 P/E (TTM): 16.7X Cap: $58M
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Q: Would you have a preference between HMMJ or a marijuana stock and what stock would it be. Thanks, Bill

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Read Answer Asked by William J on September 12, 2019

• Canadian Imperial Bank Of Commerce (CM $101.22)
  • $101.22 P/E (TTM): 12.52X Cap: $93.93B
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• Methanex Corporation (MX $46.91)
  • $46.91 P/E (TTM): 11.28X Cap: $3.10B
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Q: CIBC and Methanex both look cheap, with reasonable dividends, prices bottomed??? would you consider either or both a buy here? Or suggest better similar situations?? Thanks, Jim

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Read Answer Asked by jim on September 12, 2019

• Savaria Corporation (SIS $20.28)
  • $20.28 P/E (TTM): 28.52X Cap: $1.40B
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Q: Is it time to add to my 3% pos.(p/p $17.28)?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.02)
  • $18.02 Cap: $2.43B
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Q: This is not a questions. I am sharing an article that I came across on the Motley Fool about LSPD . This might be of interest to some members. Post it if you think it is relevant.

Cheers,
Joseph

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Read Answer Asked by Joseph on September 12, 2019

• Amazon.com Inc. (AMZN $227.70)
  • $227.70 P/E (TTM): 37.35X Cap: $2.43T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $120.36)
  • $120.36 P/E (TTM): 16.09X Cap: $277.73B
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Q: AMZN has been pretty flat for the last year. I've held BABA for a while now and am around the break even point. Would you advise selling BABA and buying Amazon?

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Read Answer Asked by Bruce on September 12, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $120.36)
  • $120.36 P/E (TTM): 16.09X Cap: $277.73B
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Q: Hello - any idea when the purported split will occur?

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Read Answer Asked by Margot on September 12, 2019

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: What is happening with JE? Is there any news?

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Read Answer Asked by Dev on September 12, 2019

• Stryker Corporation (SYK $394.87)
  • $394.87 P/E (TTM): 52.34X Cap: $148.02B
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• Zoetis Inc. Class A (ZTS $150.79)
  • $150.79 P/E (TTM): 26.46X Cap: $65.61B
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• Brookfield Asset Management Inc Class A Limited (BAM $60.64)
  • $60.64 P/E (TTM): 43.26X Cap: $97.06B
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Q: Hi group the drop in SYK and ZTS over the last 2 days is baffling they are off 10% plus also Bam not acting well what am I missing thanks for your insight

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Read Answer Asked by Terence on September 12, 2019

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: What's your opinion on HEO? Thanks, Fooklin

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Read Answer Asked by Fooklin on September 12, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.68)
  • $13.68 Cap: $6.98B
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.43)
  • $18.43 Cap: $728M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.46)
  • $17.46 Cap: $522M
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• Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK)
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Q: Hi 5i
I purchased this etf for my mom. Can you tell me:
1) would 5i expect it to trade below its one year expected yield return from dec 31,2019 to dec 31 2020?
2) Mom’s capital position is currently underwater. What is 5is best guess for the closing price of each share dec 31, 2020?
3. I’m trying to assess the overall risk of the etf. How would this ETF do if a recession broke out in 2020?
4. Can you recommend a better replacement? Why is this better?
Thank you.

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Read Answer Asked by Kat on September 12, 2019

• Workday Inc. (WDAY $238.79)
  • $238.79 P/E (TTM): 129.84X Cap: $62.40B
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Q: Hello Team,
This company has taken a beating lately. Could you comment on your opinion going forward and is it still a buy, or has it slipped in your view?
Thank You,
Barry

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Read Answer Asked by Barry on September 12, 2019

• Teranga Gold Corporation (TGZ $12.33)
  • $12.33 P/E (TTM): 161.61X Cap: $2.06B
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Q: Hello Team,
What are your thoughts on TGZ with respect to value in comparison with other gold mining stocks of similar tier?

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Read Answer Asked by ANDREW on September 12, 2019

• Methanex Corporation (MX $46.91)
  • $46.91 P/E (TTM): 11.28X Cap: $3.10B
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Q: Would methanex be a good candidate for tax loss selling? How much further could it be driven down (although, I see it may have turned a corner and swings around quite a bit)? Does it require a strong economy to do well?
Thank you.

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Read Answer Asked by Kat on September 12, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: $43.63 p/p,down 11% to a 2% position.Is it time to add some? Any news?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Greenlane Renewables Inc. Warrants (GRN.WT $1.32)
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Q: Would you provide more information about the company?
I bought some in name of Greenland Renewables Inc. (GRN) Please comment.
Thanks
Kwokwaima

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Read Answer Asked by kwokwai on September 12, 2019

• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• Walmart Inc. (WMT $95.82)
  • $95.82 P/E (TTM): 40.88X Cap: $763.48B
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• Enbridge Inc. (ENB $61.47)
  • $61.47 P/E (TTM): 22.55X Cap: $133B
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• Pembina Pipeline Corporation (PPL $50.58)
  • $50.58 P/E (TTM): 16.4X Cap: $29.18B
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• AltaGas Ltd. (ALA $40.22)
  • $40.22 P/E (TTM): 21.36X Cap: $12.07B
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• ARC Resources Ltd. (ARX $26.80)
  • $26.80 P/E (TTM): 11.92X Cap: $15.76B
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• Algonquin Power & Utilities Corp. (AQN $8.33)
  • $8.33 Cap: $6.35B
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• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.64B
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• Capital Power Corporation (CPX $60.40)
  • $60.40 P/E (TTM): 12.9X Cap: $8.39B
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• Chartwell Retirement Residences (CSH.UN $17.54)
  • $17.54 P/E (TTM): 85.52X Cap: $5.08B
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• Parkland Corporation (PKI $38.20)
  • $38.20 P/E (TTM): 34.35X Cap: $6.65B
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• Aecon Group Inc. (ARE $19.53)
  • $19.53 Cap: $1.23B
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• Alaris Equity Partners Income Trust (AD.UN $19.04)
  • $19.04 P/E (TTM): 4.61X Cap: $868M
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• Savaria Corporation (SIS $20.28)
  • $20.28 P/E (TTM): 28.52X Cap: $1.40B
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• Exchange Income Corporation (EIF $66.02)
  • $66.02 P/E (TTM): 26.78X Cap: $3.38B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.92)
  • $4.92 Cap: $1.21B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.74)
  • $95.74 Cap: $1.67B
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• Kraken Robotics Inc. (PNG $3.64)
  • $3.64 P/E (TTM): 54.57X Cap: $1B
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• BeWhere Holdings Inc. (BEW $0.81)
  • $0.81 Cap: $69M
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • $24.99 Cap: $6.14B
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Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

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Read Answer Asked by Roy on September 12, 2019

• Miscellaneous (MISC)
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Q: Hi, 5i team
just a quick question, I'm trying to follow your Balanced Portfolio, for each stock, how many percentage you guys consider is full position? Is it the general rule we'd better to follow in any portfolios?

Thanks!
Jane

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Read Answer Asked by Jane on September 11, 2019