Investment Q&A

• Enbridge Inc. (ENB $69.16)
  • $69.16 P/E (TTM): 24.68X Cap: $150.83B
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• Pembina Pipeline Corporation (PPL $55.67)
  • $55.67 P/E (TTM): 18.99X Cap: $32.34B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.21)
  • $37.21 Cap: $23.59B
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• Capital Power Corporation (CPX $67.58)
  • $67.58 P/E (TTM): 20.17X Cap: $10.45B
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• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.05X Cap: $10.96B
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• Parkland Corporation (PKI $38.73)
  • $38.73 P/E (TTM): 22.78X Cap: $6.75B
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• TFI International Inc. (TFII $123.87)
  • $123.87 P/E (TTM): 20.45X Cap: $10.28B
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• Kinaxis Inc. (KXS $179.00)
  • $179.00 P/E (TTM): 150.99X Cap: $5.05B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.25)
  • $46.25 P/E (TTM): 1104.94X Cap: $21.32B
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• Exchange Income Corporation (EIF $73.51)
  • $73.51 P/E (TTM): 28.59X Cap: $3.78B
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• Vanguard S&P 500 Index ETF (VFV $165.91)
  • $165.91 P/E (TTM): 28.49X Cap: $26.66B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.96)
  • $102.96 Cap: $2.24B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $614.57)
  • $614.57 P/E (TTM): 27.89X Cap: $687.67B
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• Vanguard Dividend Appreciation FTF (VIG $216.91)
  • $216.91 P/E (TTM): 24.54X Cap: $92.89B
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• Real Matters Inc. (REAL $7.25)
  • $7.25 Cap: $537M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.30)
  • $16.30 Cap: $2.24B
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• Boyd Group Services Inc. (BYD $232.24)
  • $232.24 P/E (TTM): 458.53X Cap: $4.98B
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• B2Gold Corp (Canada) (BTG $5.00)
  • $5.00 Cap: $6.41B
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Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

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Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

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Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.39)
  • $0.39 Cap: $15M
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Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

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Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $12.06)
  • $12.06 P/E (TTM): 23.67X Cap: $443M
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Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

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Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $20.31)
  • $20.31 P/E (TTM): 91.73X Cap: $5.90B
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• Sienna Senior Living Inc. (SIA $18.97)
  • $18.97 P/E (TTM): 46.62X Cap: $1.75B
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• Ballard Power Systems Inc. (BLDP $4.11)
  • $4.11 Cap: $1.23B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

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Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $351.19)
  • $351.19 P/E (TTM): 55.13X Cap: $39.39B
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Q: As a momentum\ value play would you take a crack at CLS again? Thx

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Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.62)
  • $208.62 P/E (TTM): 83.96X Cap: $271.07B
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Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

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Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $32.70)
  • $32.70 P/E (TTM): 13.41X Cap: $1.44B
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Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

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Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $32.70)
  • $32.70 P/E (TTM): 13.41X Cap: $1.44B
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Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

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Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

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Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: What do you think of the earnings and the stock going forward?

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Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $48.42)
  • $48.42 P/E (TTM): 63.69X Cap: $15.57B
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• Verizon Communications Inc. (VZ $43.83)
  • $43.83 P/E (TTM): 10.24X Cap: $184.80B
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• Ennis Inc. (EBF $18.28)
  • $18.28 P/E (TTM): 12.11X Cap: $471M
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Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

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Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

Q: Good Morning 5i, I am noticing a pickup in M&A. Your thoughts on if you think the next few months will see plenty of deals and I am very interested in which
Canadian listed companies you view as potential acquisition targets?

Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.3X Cap: $81.20B
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Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.

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Read Answer Asked by Danny-boy on May 29, 2020

• ATS Corporation (ATS $36.77)
  • $36.77 Cap: $3.59B
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Q: Comments please on ATA’s latest Q. Showing weakness even following analyst upgrade.
Thank you

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Read Answer Asked by Marty on May 29, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

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Read Answer Asked by Dave on May 29, 2020

• Manulife Financial Corporation (MFC $43.85)
  • $43.85 P/E (TTM): 13.7X Cap: $74.48B
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• Great-West Lifeco Inc. (GWO $56.32)
  • $56.32 P/E (TTM): 14.12X Cap: $52.08B
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• Sun Life Financial Inc. (SLF $83.91)
  • $83.91 P/E (TTM): 15.28X Cap: $47.69B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,429.78)
  • $2,429.78 P/E (TTM): 8.61X Cap: $52.46B
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• Intact Financial Corporation (IFC $266.91)
  • $266.91 P/E (TTM): 21.89X Cap: $47.60B
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• Power Corporation of Canada Subordinate Voting Shares (POW $59.79)
  • $59.79 P/E (TTM): 14.24X Cap: $38.34B
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Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

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Read Answer Asked by Lawrence on May 29, 2020

• WELL Health Technologies Corp. (WELL $5.32)
  • $5.32 Cap: $1.34B
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Q: Cloud MD vs Well Health: is there a choice here or should I buy both?
I sold Well at $3.43 before it collapsed. New price is tempting to get back in. Thanks.

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Read Answer Asked by george on May 29, 2020

Q: Hi 5iTeam,
Suppose I have $250k in each of my RRSP , margin, TFSA, RESP and cash for a total of $1,250k with a brokerage firm. If the firms becomes insolvent, how could CIPF cover my investments? And would CDIC come into play in the aforementioned scenario?
Cheers,

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Read Answer Asked by Harry on May 29, 2020