Investment Q&A

• Gildan Activewear Inc. (GIL $72.37)
  • $72.37 P/E (TTM): 19.96X Cap: $10.66B
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• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.25B
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• CAE Inc. (CAE $39.74)
  • $39.74 P/E (TTM): 31.04X Cap: $12.52B
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Q: I have a little money. Aqn or cae for growth over the next 3 years or other suggestions.
Is it time to cash in Gil . Did Gil drop their dividend. I follow your BEP
Thanks as always for your great guidance.
Steve

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Read Answer Asked by Stephen on May 05, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.34)
  • $134.34 P/E (TTM): 17.18X Cap: $29.53B
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• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
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Q: Which would you choose and why.

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Read Answer Asked by Albert on May 05, 2020

• Air Canada Voting and Variable Voting Shares (AC $18.89)
  • $18.89 P/E (TTM): 4.9X Cap: $6.15B
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Q: What do you make of AC earnings and Buffet dumping stocks of the airlines?
Will it create the additional headwinds and halt the recovery?
Thank you

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Read Answer Asked by Nick on May 05, 2020

• Bank of Montreal (BMO $154.22)
  • $154.22 P/E (TTM): 13.56X Cap: $110.41B
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• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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• BMO Covered Call Canadian Banks ETF (ZWB $21.01)
  • $21.01 P/E (TTM): 12.51X
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• BMO Covered Call Utilities ETF (ZWU $11.22)
  • $11.22 P/E (TTM): 47.01X Cap: $1.85B
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Q: Hi gang, I am looking into buying $11,000 for my daughters TFSA Acct. Should I buy $5500. BMO & 5500. SLF. Or 11,000. Zwb.And zwu or could you suggest me otherwise. Lots of time 15-20years. Open to any thoughts. Thanks be safe.
Alnoor

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Read Answer Asked by Alnoor on May 05, 2020

• Global X US Dollar Currency ETF (DLR $14.08)
  • $14.08 Cap: $225M
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Q: Hi gang, can you please explain how does DLR. TO work? Who should buy it? Thanks
Alnoor

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Read Answer Asked by Alnoor on May 05, 2020

• Suncor Energy Inc. (SU $54.05)
  • $54.05 P/E (TTM): 10.88X Cap: $66.11B
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Q: Your reply on May 4 stated that Bekershire Hathaway has 15.1m shares of Su--what is the percentage of total shares of SU. Also the no of shares transacted in the Q ended Mar 31 & in April 2020.Txs for u usual great services & views.

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Read Answer Asked by Peter on May 05, 2020

• Garmin Ltd. (Switzerland) (GRMN $228.25)
  • $228.25 P/E (TTM): 28.82X Cap: $43.41B
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• QUALCOMM Incorporated (QCOM $146.71)
  • $146.71 P/E (TTM): 14.32X Cap: $159.16B
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• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 83.43X Cap: $348.31B
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• Pfizer Inc. (PFE $24.75)
  • $24.75 P/E (TTM): 17.02X Cap: $133.77B
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• Verizon Communications Inc. (VZ $42.67)
  • $42.67 P/E (TTM): 10.21X Cap: $181.09B
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• CAE Inc. (CAE $39.74)
  • $39.74 P/E (TTM): 31.04X Cap: $12.52B
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• Badger Infrastructure Solutions Ltd. (BDGI $52.52)
  • $52.52 P/E (TTM): 26.71X Cap: $1.77B
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• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.35B
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Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.

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Read Answer Asked by Andrew on May 04, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.50)
  • $19.50 P/E (TTM): 9.06X Cap: $1.60B
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Q: I'm considering starting a new position in one of these companies. Can you please compare the two, including which is best positioned to weather the C19 storm. Would you recommend either, and if so which one.

Thanks

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Read Answer Asked by Cory on May 04, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• General Dynamics Corporation (GD $313.76)
  • $313.76 P/E (TTM): 20.87X Cap: $84.13B
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• Roper Technologies Inc. (ROP $537.93)
  • $537.93 P/E (TTM): 39.09X Cap: $58.80B
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• Xylem Inc. New (XYL $143.61)
  • $143.61 P/E (TTM): 38.32X Cap: $35.04B
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• RTX Corporation (RTX $156.33)
  • $156.33 P/E (TTM): 45.99X Cap: $210.65B
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Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L

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Read Answer Asked by Paul on May 04, 2020

• Miscellaneous (MISC)
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Q: I believe you have a link to dividend info but I can’t find it! help please!

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Read Answer Asked by Margot on May 04, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.94)
  • $43.94 P/E (TTM): 62.47X Cap: $7.18B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.77)
  • $11.77 P/E (TTM): 26.77X Cap: $3.44B
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Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....

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Read Answer Asked by Bruce on May 04, 2020

• BMO Covered Call Canadian Banks ETF (ZWB $21.01)
  • $21.01 P/E (TTM): 12.51X
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Q: Hello Team, I have quite amount of ZWB in registered account. I am thinking of selling and purchase individual holdings in the ETF - 4 banks ( TD , RY, BMO, BNS ), SLF, IFC, BAM.
Do you a see material benefit to this move from overall return perspective or just keep holding ZWB.
Thanks

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Read Answer Asked by RUPINDER on May 04, 2020

• AltaGas Ltd. (ALA $40.80)
  • $40.80 P/E (TTM): 21.84X Cap: $12.34B
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Q: Could I get your thoughts on AltaGas's latest 1/4, and your thoughts about the company going forward.
Thanks

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Read Answer Asked by Greg on May 04, 2020

• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $6.95B
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Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

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Read Answer Asked by mike on May 04, 2020

• ATS Corporation (ATS $41.72)
  • $41.72 Cap: $4.02B
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• Zebra Technologies Corporation (ZBRA $302.60)
  • $302.60 P/E (TTM): 31.72X Cap: $16.90B
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• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $6.95B
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• ROBO Global Robotics and Automation Index ETF (ROBO $63.00)
  • $63.00 P/E (TTM): 99.0X Cap: $1.08B
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Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

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Read Answer Asked by jacques on May 04, 2020

• Biogen Inc. (BIIB $132.89)
  • $132.89 P/E (TTM): 13.04X Cap: $19.38B
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• Regeneron Pharmaceuticals Inc. (REGN $569.90)
  • $569.90 P/E (TTM): 14.21X Cap: $60.57B
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Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

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Read Answer Asked by BRYAN on May 04, 2020

• Choice Properties Real Estate Investment Trust (CHP.UN $14.26)
  • $14.26 Cap: $10.27B
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• First Capital Real Estate Investment Trust (FCR.UN $18.88)
  • $18.88 P/E (TTM): 20.25X Cap: $3.95B
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Q: If you had to choose one of them for long term income, which one would you prefer and why?

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Read Answer Asked by Daniel on May 04, 2020

• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 12.1X Cap: $7.87B
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Q: Comments about Q1 results?

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Read Answer Asked by Carl on May 04, 2020

• Berkshire Hathaway Inc. (BRK.B $464.19)
  • $464.19 P/E (TTM): 12.6X Cap: $990.45B
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Q: What did you think of the earnings report of BRK.B? What do you think about Warren Buffets comments?

Interested to know what your thoughts of this market moving foward (e.g. re-test the lows in March, low downward drag, best to continue to buy small and steady over time, sell anything that might have been bought too high at the rally)? I ask this question as I assume all your subscribers are wondering as these markets are difficult to navigate.

Thanks so much for your fantastic service. Best investment decision I have ever made. Hope you and yours remain safe and healthy.

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Read Answer Asked by Justin on May 04, 2020

• Decisive Dividend Corporation (DE $7.67)
  • $7.67 P/E (TTM): 58.66X Cap: $147M
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Q: What do the most recent financial statements look like.
What do you think their current financial position is.
Their huge dividend has recently been cut.
Perhaps an acquisition in the future?

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Read Answer Asked by JACK on May 04, 2020