Investment Q&A

• Devon Energy Corporation (DVN $36.75)
  • $36.75 P/E (TTM): 8.51X Cap: $22.01B
  • View DVN Profile
  • View Questions on DVN
• Suncor Energy Inc. (SU $59.02)
  • $59.02 P/E (TTM): 14.04X Cap: $69.74B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $64.75)
  • $64.75 P/E (TTM): 25.11X Cap: $140.10B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pason Systems Inc. (PSI $12.07)
  • $12.07 P/E (TTM): 15.45X Cap: $934M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP $127.87)
  • $127.87 P/E (TTM): 11.35X Cap: $1.75B
  • View XOP Profile
  • View Questions on XOP

Q: I have the the above exposures to the oil industry and I would like to reduce them. Can you please rank them in terms of recovery/return potential in the next year or two?

Upvote 0

Read Answer Asked by Mahdi on November 17, 2020

• WELL Health Technologies Corp. (WELL $3.93)
  • $3.93 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Re Well Health Technologies, you recently saud that it will go much higher or not at all. Why is this, and roughly what do you think the odds of it going much higher are, thanks?

Upvote 0

Read Answer Asked by Pat on November 17, 2020

• Knight Therapeutics Inc. (GUD $6.01)
  • $6.01 Cap: $606M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I keep this company and think of it as keeping cash around. Mr. Goodman and I made a lot of money on Paladin and I mean a lot but if he has plans for Knight I sure have not figured them out. Would you have anything to add? I think most investors are tired of waiting or have already moved on. Appreciate your thought. THANKS

Upvote 0

Read Answer Asked by John on November 17, 2020

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.22)
  • $44.22 P/E (TTM): 20.67X Cap: $503M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Emerging Markets ETF (VWO $53.14)
  • $53.14 P/E (TTM): 4.67X Cap: $101.10B
  • View VWO Profile
  • View Questions on VWO
• Vanguard FTSE Developed Markets ETF (VEA $62.10)
  • $62.10 P/E (TTM): 11.79X Cap: $179.13B
  • View VEA Profile
  • View Questions on VEA
• Vanguard International High Dividend Yield ETF (VYMI $89.20)
  • $89.20 P/E (TTM): 17.74X Cap: $12.74B
  • View VYMI Profile
  • View Questions on VYMI

Q: hello 5i team
i just read one of the articles you recommended to us stating that the consensus amongst money managers is that European stocks will do better than US stocks in the coming years. they give various reasons for this view. i was wondering what your thoughts were on this thesis. i am a little light on foreign equities but have been a bit hesitant to add any. But now i am rethinking this. if you see this as more or less an accurate perception of the investing reality today would you think that the etf’s mentionned would provide the coverage needed?
as always thanks for your expertise

Upvote 0

Read Answer Asked by joseph on November 17, 2020

• GoodRx Holdings Inc. (GDRX $2.77)
  • $2.77 P/E (TTM): 31.15X Cap: $947M
  • View GDRX Profile
  • View Questions on GDRX

Q: Can u discuss the huge drop in good Rx today
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion

Upvote 0

Read Answer Asked by Indra on November 17, 2020

• CAE Inc. (CAE $39.57)
  • $39.57 P/E (TTM): 29.6X Cap: $12.83B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Kinaxis Inc. (KXS $175.84)
  • $175.84 P/E (TTM): 104.8X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: CAE is down today. Based on their announcements of today, at what price would you think this should be purchased.
KXS is still reeling downward... would you suggest buying at todays price or do you believe there is still more downward stress?

Upvote 0

Read Answer Asked by ed on November 17, 2020

• Richards Packaging Income Fund (RPI.UN $28.66)
  • $28.66 P/E (TTM): 15.23X Cap: $315M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Hi Peter
Read your article in the NP on the week. Following your comment on selling some of your winners, would you consider RPI be one of them. Own for many years and had to reduce my holding in my TSFA. Still over 5% of my portfolio with a profit of over 460%.

Upvote 0

Read Answer Asked by ray on November 17, 2020

• TerrAscend Corp. (TER $2.38)
  • $2.38 Cap: $576M
  • View TER Profile
  • View Questions on TER

Q: Could you comment on TER

Upvote 0

Read Answer Asked by tom on November 17, 2020

• WELL Health Technologies Corp. (WELL $3.93)
  • $3.93 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: What would you suggest as a good entry point for WELL for a longterm hold
Thank you

Upvote 0

Read Answer Asked by Josette on November 17, 2020

• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
  • View SAFM Profile
  • View Questions on SAFM

Q: Would you be able to explain the pop in SAFM today?
Tyson Foods has been mentioned as a possible acquirer. They reported good results today. Could this affect a possible acquisition or did SAFM just increase with expectation of a similar good qtr? SAFM reports in mid December.
Thanks for your great insights.
Ian

Upvote 0

Read Answer Asked by Ian on November 17, 2020

• NIO Inc. American depositary shares each representing one Class A (NIO $4.90)
  • $4.90 Cap: $11.29B
  • View NIO Profile
  • View Questions on NIO

Q: Despite the massive gain this year, could you see starting a small position with a 5 year plus outlook? Would you expect a drop at year end with large players locking in some gains? Thx as always for outstanding advice.

Upvote 0

Read Answer Asked by Brian on November 17, 2020

• GURU Organic Energy Corp. (GURU $4.80)
  • $4.80 Cap: $154M
  • View GURU Profile
  • View Questions on GURU

Q: Any insight?
thanks great service!!

Upvote 0

Read Answer Asked by BENOIT on November 17, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.99)
  • $31.99 P/E (TTM): 4.66X Cap: $2.74B
  • View XEI Profile
  • View Questions on XEI
• iShares Diversified Monthly Income ETF (XTR $11.69)
  • $11.69 P/E (TTM): 16.83X Cap: $365M
  • View XTR Profile
  • View Questions on XTR
• Vanguard Retirement Income ETF Portfolio (VRIF $26.34)
  • $26.34 P/E (TTM): 15.68X Cap: $301M
  • View VRIF Profile
  • View Questions on VRIF

Q: Hey there,
All of these etfs pay good dividends for a retiree. Can you compare/contrast the risks associated with each and in particular, and is there any compelling reason to switch to VRIF?

Thanks

Upvote 0

Read Answer Asked by kelly on November 17, 2020

• Constellation Software Inc. (CSU $3,320.72)
  • $3,320.72 P/E (TTM): 77.12X Cap: $69.08B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: What do we make of the CSU release this morning?
Thanks

Upvote 0

Read Answer Asked by Herm on November 17, 2020

• BMO Canadian Dividend ETF (ZDV $27.01)
  • $27.01 P/E (TTM): 13.11X Cap: $1.39B
  • View ZDV Profile
  • View Questions on ZDV
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.09)
  • $50.09 P/E (TTM): 20.73X Cap: $21.26B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $60.99)
  • $60.99 P/E (TTM): 5.9X Cap: $5.40B
  • View VDY Profile
  • View Questions on VDY

Q: Hi, if I hold ZDV, VDY or XIC in a TFSA are there any tax implications whatsoever. Do I need to keep track of ACB? Thanks.

Upvote 0

Read Answer Asked by Gary on November 17, 2020

• Moderna Inc. (MRNA $30.31)
  • $30.31 Cap: $11.67B
  • View MRNA Profile
  • View Questions on MRNA

Q: Following the news release from Moderna regarding their interim analysis of their Covid vaccine what is your opinion of this stock going forward?
Geoff

Upvote 0

Read Answer Asked by Geoffrey on November 17, 2020

• Enbridge Inc. (ENB $64.75)
  • $64.75 P/E (TTM): 25.11X Cap: $140.10B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: In light of all news lately can we still hold , dividend safe? there talk of buy backs..

Upvote 0

Read Answer Asked by Gilles on November 17, 2020

• Real Matters Inc. (REAL $5.84)
  • $5.84 Cap: $426M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Do you have any concerns with the insider selling recently at Real?

Thanks for your help.

Upvote 0

Read Answer Asked by Ron on November 17, 2020

• Gilead Sciences Inc. (GILD $121.80)
  • $121.80 P/E (TTM): 18.54X Cap: $147.36B
  • View GILD Profile
  • View Questions on GILD

Q: Hi 5i,
In their latest quarter results, they did beat the estimates. Remdesivir is still a one of the most used drug treatment. My opinion is that it will still be continued to be used for treatment till a better one is found.
Not sure why market is not so excited about the results and future prospects. Can you clarify.
Thanks for your sound advise.

Upvote 0

Read Answer Asked by Vinod on November 17, 2020

• Costco Wholesale Corporation (COST $861.92)
  • $861.92 P/E (TTM): 61.78X Cap: $381.30B
  • View COST Profile
  • View Questions on COST

Q: I hold Costco in my TFSA and with the news of a special dividend I am debating on selling ahead and rebuying after to avoid losing 15% withholding tax as I am assuming a special dividend is subject to the same 15% withholding treatment. Thanks

Upvote 0

Read Answer Asked by David on November 17, 2020