Investment Q&A

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $32.33)
  • $32.33 P/E (TTM): 4.69X Cap: $1.84B
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Q: Again another follow up on the XEC holdings.I have looked at three different financial websites. Yahoo, morningstar and TMX.
I cannot see anywhere that XEC holds IEMG as the US listed ETF.
Isn't this quite concerning as a DIY investor if one is trying to select ETF for account tax advantages? Why would we have to go to the prospectus to find out this information? Do you know of another site which might have this information?
Thanks
Jeff

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Read Answer Asked by JEFF on August 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.70)
  • $17.70 Cap: $2.43B
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Q: I’ve bought lightspeed .....apparently late.....in the mid 40’s....do I average down on this 2 day 20% drawdown ....risk is not an immediate concern

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Read Answer Asked by Kim on August 16, 2019

• Newmont Corporation (NEM $61.30)
  • $61.30 P/E (TTM): 13.45X Cap: $66.62B
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Q: Generally, are gold miners good buys right now, and specifically, is Newmont likewise?
Thanks, David

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Read Answer Asked by David on August 16, 2019

Q: If a recession is upon us, would it be better to lighten up on bank stocks at this time. I'm at about 30% in total weight when I combine all my accounts due to the stock splits and DRIPS. Thinking about selling some and buying some Emera and BAM.A and adding to BEP.UN, AQN and TRP. Would a gold stock like AEM or FNV be suitable at this time ? Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on August 16, 2019

• Americold Realty Trust Inc. (COLD $17.00)
  • $17.00 Cap: $4.68B
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Q: I have a small position in this company and I am thinking of building on it. It seems to have nice moat and their business is growing. What are thoughts on it? Thanks

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Read Answer Asked by Kevin on August 16, 2019

• Chubb Limited (CB $276.73)
  • $276.73 P/E (TTM): 13.2X Cap: $109.80B
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• Progressive Corporation (The) (PGR $245.85)
  • $245.85 P/E (TTM): 16.53X Cap: $143.70B
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Q: 5 eyes - why is the bid 10% less than the ask on this US insurer? If I want to sell shares (I don't actually) then do I take a 10% haircut? David Fingold's fav insurer - which would you buy between PGR and Chubb and secondly would you recommend a buy at this time of a US insurer generally? Delighted as always - Ken

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Read Answer Asked by Ken on August 16, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.70)
  • $45.70 P/E (TTM): 64.3X Cap: $7.44B
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• Chartwell Retirement Residences (CSH.UN $17.86)
  • $17.86 P/E (TTM): 85.38X Cap: $5.08B
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Q: You’ve mentioned that some of the more stable sectors during a recession can be utilities, telecom, and consumer staples. How might REITs like CAR and CSH do?

Thanks.

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Read Answer Asked by Alan on August 16, 2019

• Canopy Growth Corporation (WEED $1.60)
  • $1.60 Cap: $165M
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Q: Hi All At 5i! Is it a good time to pick up some Canopy Growth stocks considering the recent drop in price? Cheers, Tamara

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Read Answer Asked by Tamara on August 16, 2019

• Sangoma Technologies Corporation (STC $8.04)
  • $8.04 Cap: $266M
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• Theratechnologies Inc. (TH $4.30)
  • $4.30 Cap: $197M
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• Blackline Safety Corp. (BLN $6.51)
  • $6.51 Cap: $563M
  • View BLN Profile
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• Namsys Inc. (CTZ $1.53)
  • $1.53 P/E (TTM): 17.11X Cap: $42M
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• Viemed Healthcare Inc. (VMD $6.53)
  • $6.53 P/E (TTM): 21.63X Cap: $255M
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• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $8M
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Q: I'm looking to add one or more of these high growth, high risk stocks to my portfolio. How would you rank these companies?

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Read Answer Asked by Jamie on August 16, 2019

• StorageVault Canada Inc. (SVI $4.22)
  • $4.22 Cap: $1.54B
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Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian

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Read Answer Asked by Ian on August 16, 2019

Q: Your comment on results

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Read Answer Asked by Josh on August 16, 2019

• Franco-Nevada Corporation (FNV $217.23)
  • $217.23 P/E (TTM): 48.35X Cap: $41.10B
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• BMO Equal Weight Global Gold Index ETF (ZGD $162.54)
  • $162.54 P/E (TTM): 23.97X Cap: $109M
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Q: Hi Team,
I'm thinking of putting some money on gold and couldn't decide if I should put it on FNV or a gold etf (ZGD). Your thoughts on this would be much appreciated.
Cheers

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Read Answer Asked by Harry on August 16, 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: Any reason for the drop in A&W that you are aware of, or is it just profit taking?

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Read Answer Asked by David on August 16, 2019

• Sun Life Financial Inc. (SLF $84.75)
  • $84.75 P/E (TTM): 15.6X Cap: $47.60B
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Q: With interest rates moving lower why do you still remain so positive on SLF? Why is the stock superior to GWO?

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Read Answer Asked by Ian on August 16, 2019

• FirstService Corporation (FSV $248.08)
  • $248.08 P/E (TTM): 61.69X Cap: $11.17B
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Q: I saw Peter a couple of times recommending First service on TV. I purchased the stock in December/18 and sold it a couple of months ago. Would this be a good entry point to initiate a position? Would you favour First Service or CiGI at this point. Thank you for your help,

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Read Answer Asked by Marcela on August 16, 2019

• Covalon Technologies Ltd. (COV $2.61)
  • $2.61 P/E (TTM): 18.5X Cap: $70M
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Q: would you buy a partial position today?

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Read Answer Asked by Danny-boy on August 16, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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• Nutrien Ltd. (NTR $81.52)
  • $81.52 P/E (TTM): 56.18X Cap: $39.51B
  • View NTR Profile
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Q: Can you recommend a mix of 5-10 good quality Canadian stocks that are not in your coverage list or portfolios. Sort of like possible replacements for all the stocks that were dropped in the last update.
Thanks again.

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Read Answer Asked by Derek on August 16, 2019

• NVIDIA Corporation (NVDA $166.83)
  • $166.83 P/E (TTM): 55.28X Cap: $4.18T
  • View NVDA Profile
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Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..

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Read Answer Asked by El-ann on August 16, 2019

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
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Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?

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Read Answer Asked on August 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.70)
  • $17.70 Cap: $2.43B
  • View LSPD Profile
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Q: The share issue is being done at $35 while the stock is trading at close to $40. If one does not have access through broker dealers should you wait to purchase - seems like over paying for the stock - I thought It was more common for the market price to trade close to a new share issue price.

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Read Answer Asked by Aleem on August 16, 2019