Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $37.20)
  • $37.20 Cap: $24.57B
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Q: Hi Ryan I hold a full position in bep on the us side of my cash account as I need us income.
This stock has been hitting 12 month lows daily .
My question is we’re do you see support for this stock and what catalyst would reverse this downward spiral .
Kind regards
Stan

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Read Answer Asked by Stan on April 26, 2018

Q: Hi All everyone at 5i!
If you were to pick a source of good business and stock information available to the retail investor, what would it be ( besides 5i of course)! Cheers, Tamara

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Read Answer Asked by Tamara on April 26, 2018

• Miscellaneous (MISC)
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Q: what do you think of david rosenbergs column in todays globe, why this rise in interest rates has me very concerned.
personally i think he is far more correct than wrong.
and please do not answer with for every viewpoint there is an opposing view.
rosenberg backs up his article with facts. dave

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Read Answer Asked by david on April 26, 2018

• Black Box Corporation (BBOX $1.09)
  • $1.09 Cap: $16M
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Q: Could you please give me your opinion on this stock. New CEO and a past pick by Benj Gallander. Thank you for you analysis.

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Read Answer Asked by Ian on April 26, 2018

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $133B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently own kwh in rrsp,Thinking i should trade for enb on a risk reward basis considering div. on enb is north of 7% now. Thoughts on both cos.?will both sink in a rising rate enviroment. Thanks in advance, Mike

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Read Answer Asked by michael on April 26, 2018

Q: Is ABT a buy at these levels?

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Read Answer Asked by George on April 26, 2018

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $133B
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Q: You are still holding ENB even though the stock has declined over 20%. At what level would you be selling at this point considering interests rates will be rising which should add pressure to the stock?

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Read Answer Asked by George on April 26, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Is GC in the running for the management of the Niagara casinos?

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Read Answer Asked by Michael on April 26, 2018

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Can you shed any light on why they were down almost 12% today ?

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Read Answer Asked by BOYD on April 26, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Good Morning Team,

Is it wise to go overweight on Square at these levels given its potential and upcoming earning report? Why or Why not?

Thank you for your continued support!

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Read Answer Asked by Saeed on April 26, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: THERE are reports on MTY, PRI.UN , MAXR , my question is how come they are not included in either portfolios (balanced, geowth and income ) WHAT i am doing wrong , something i don`t understand , thanks

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Read Answer Asked by Donald on April 25, 2018

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $104.49B
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Q: CSU's
Q1 looks pretty solid. Please comment on it. Include your thoughts on 0% adjusted organic growth and if there is anything negative.

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Read Answer Asked by sandy on April 25, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: I am wondering why your BEPORT is so high in Materials and Industrials and why it holds no Telecommunications, Utilities or Real Estate? I believe that most of 5i's recommendations have a much lower percentage in Materials and Industrials and suggest that most people hold stocks in all eleven sectors.

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Read Answer Asked by stephen on April 25, 2018

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $133B
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Q: I have owned this security since inception would you suggest to continue to hold till maturity or just sell with the issues now facing enbridge?

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Read Answer Asked by Marcel on April 25, 2018

• Profound Medical Corp. (PRN $8.00)
  • $8.00 Cap: $227M
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Q: In response to Dennis' question on Profound Medical, when you say you "consider it one of the more interesting small caps in the space currently." Do you mean the medical device space or small caps stocks generally?

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Read Answer Asked by James on April 25, 2018

• WSP Global Inc. (WSP $281.68)
  • $281.68 P/E (TTM): 51.93X Cap: $37.10B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Spin Master Corp. Subordinate Voting Shares (TOY $26.20)
  • $26.20 P/E (TTM): 17.99X Cap: $2.61B
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• Waste Connections Inc. (WCN $184.78)
  • $184.78 P/E (TTM): 74.84X Cap: $46.96B
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Q: Greetings.

How would you rank the above companies against the backdrop of a rising interest rate environment?

Thank you.

John

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Read Answer Asked by john on April 25, 2018

Q: Hi Peter
Recently several high profile investment advisors have predicted an "eminent crash" in the markets. Any suggestions on how to protect oneself in these uncertain times. Do you believe a crash is eminent.
Thanks.
Cam

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Read Answer Asked by Cam on April 25, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $54.07)
  • $54.07 P/E (TTM): 27.2X Cap: $1.80B
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Q: Hi. Is there any news on BAD. It has lost quite a bit of ground over the last couple of days. Thanks.

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Read Answer Asked by Alan on April 25, 2018

• Wynn Resorts Limited (WYNN $107.71)
  • $107.71 P/E (TTM): 28.44X Cap: $11.12B
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• Check Point Software Technologies Ltd. (CHKP $222.89)
  • $222.89 Cap: $24.12B
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Q: What are your thoughts on CHKP and WYNN after recent earnings. Are they worth holding as part of a balanced portfolio or is it time to let them go as there may be better opportunities elsewhere.

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Read Answer Asked by Paul on April 25, 2018

• Hydro One Limited (H $48.86)
  • $48.86 P/E (TTM): 23.78X Cap: $28.99B
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Q: Hi Peter,
I’m wondering if it’s possible to access your past comments made when you add or remove stocks from the 5i portfolios. Specifically, right now I’d like to be reminded of what you said regarding Hydro One, but it would be nice to be able to retrieve your comments on companies you pick but have not done reports on.
If such a tool isn’t available now, perhaps you might consider it at some point? Thanks a lot.
Molly

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Read Answer Asked by Molly on April 25, 2018