Investment Q&A

Q: Good morning gang
I am thinking of tax loss but also that that these may? fall more with tax loss season approaching. I am down on VET - 50%, SYZ - 14%, PBH - 15%, and SIS 17% in on of my non Registered accounts. (as of today Sep 18). Which, if not all would you sell and which would you buy back in 30 plus days ( or more depending on tax loss time and the depth of selling)
Thanks for all you do to keep me on track

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Read Answer Asked by El-ann on September 19, 2019

• Dollarama Inc. (DOL $189.06)
  • $189.06 P/E (TTM): 41.45X Cap: $52.25B
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• Alimentation Couche-Tard Inc. (ATD $72.20)
  • $72.20 P/E (TTM): 19.42X Cap: $67.91B
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Q: Insiders have announced sale of shares last night. Will there be an affect on
the prices of these stocks?
Thanks

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Read Answer Asked by Herm on September 19, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.41)
  • $17.41 Cap: $2.39B
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Q: Good afternoon,
Do you happen to know /think the recent declines are tied to selling of " cheap' stock by the principals when would this show ( ie reported) as insider selling?
Thank you.

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Read Answer Asked by Brad on September 19, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.41)
  • $17.41 Cap: $2.39B
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Q: What's the support price level for Lspd? Would you top up to full position? Thanks

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Read Answer Asked by Hue on September 19, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.16X Cap: $264.51B
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Q: Trump is threatening to pull out of an international postal treaty.
Apparently, many US shippers use Shopify, and an increase in fees could be damaging. Not sure if this is Trump flag-waving again. What are your thoughts?

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Read Answer Asked by Elaine or Gerry on September 18, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, Could you please comment on the company's intention to convert from income trust to corporate structure. They also mentioned that this move will help improve liquidity in daily trading as well as allow investors outside Canada to own the shares. Besides the tax implications, do you see this move impacting the share price in near/ long term or make comapny shares more attractive to institutions to own. Thank You

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Read Answer Asked by rajeev on September 17, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.16X Cap: $264.51B
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Q: I have a question about Shopify US. Due to price drop in Shopify shares, I sold off 100 shares yesterday morning to maintain profits. I am still holding 50 Shares that I purchased the end of August for 394.00. With yesterday's offering which looks like it will reduce price further, would you advise to sell and buy back at what would hopefully be lesser price or just ride it out.? Thank you.

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Read Answer Asked by Nancy on September 17, 2019

• Parkland Corporation (PKI $38.39)
  • $38.39 P/E (TTM): 22.82X Cap: $6.69B
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• Alimentation Couche-Tard Inc. (ATD $72.20)
  • $72.20 P/E (TTM): 19.42X Cap: $67.91B
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Q: Hello Peter, Any thoughts about the ongoing middle east geopolitical risk on ATD and PKI? Thanks.

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Read Answer Asked by yun on September 17, 2019

• Alimentation Couche-Tard Inc. (ATD $72.20)
  • $72.20 P/E (TTM): 19.42X Cap: $67.91B
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Q: ATD.B dropped $3.20 today.Any reasons? Is it due to the huge spike in oil price,which can be a negative factor?Thanks for u usual great views & advices

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Read Answer Asked by Peter on September 17, 2019

• Parkland Corporation (PKI $38.39)
  • $38.39 P/E (TTM): 22.82X Cap: $6.69B
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• Alimentation Couche-Tard Inc. (ATD $72.20)
  • $72.20 P/E (TTM): 19.42X Cap: $67.91B
  • View ATD Profile
  • View Questions on ATD
• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: What would be your top pick for a consumer defensive in any of the 5I portfolios please? Thanks Rick

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Read Answer Asked by Richard on September 16, 2019

• Methanex Corporation (MX $53.99)
  • $53.99 P/E (TTM): 11.54X Cap: $3.63B
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Q: Any idea for the big bump in Methanex this morning?

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Read Answer Asked by Rick on September 16, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi group have you noticed that Byd has bounced off its 52 week high (188) several times in the last several mths only to fall back. Why is there so much resistance at this level?- is the stock range bound or?

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Read Answer Asked by Terence on September 16, 2019

• Suncor Energy Inc. (SU $59.02)
  • $59.02 P/E (TTM): 12.69X Cap: $71.60B
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Q: How do you think Suncor will perform over the next five years?

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Read Answer Asked by William on September 16, 2019

• Methanex Corporation (MX $53.99)
  • $53.99 P/E (TTM): 11.54X Cap: $3.63B
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Q: Looking at the chart of MX and an ETF or INDEX of oil and gas, they are pretty much idnetical. This can't be a coincidence. What does MX correlate so closely to oil stocks?

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Read Answer Asked by Herm on September 13, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi 5i team:
I have planning to buy BYD , in view of the recent pull back, how "recession proof" is BYD (beta ?) and what would you say it is a good entry price .
thanks

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Read Answer Asked by Alejandro (Alex) on September 13, 2019

• Dollarama Inc. (DOL $189.06)
  • $189.06 P/E (TTM): 41.45X Cap: $52.25B
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Q: Your thoughts on their 1/4, thanks.

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Read Answer Asked by Greg on September 12, 2019

• Methanex Corporation (MX $53.99)
  • $53.99 P/E (TTM): 11.54X Cap: $3.63B
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Q: Would methanex be a good candidate for tax loss selling? How much further could it be driven down (although, I see it may have turned a corner and swings around quite a bit)? Does it require a strong economy to do well?
Thank you.

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Read Answer Asked by Kat on September 12, 2019

• CAE Inc. (CAE $37.05)
  • $37.05 P/E (TTM): 28.81X Cap: $11.88B
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• Badger Infrastructure Solutions Ltd. (BDGI $58.91)
  • $58.91 P/E (TTM): 25.9X Cap: $1.98B
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Q: Looking at adding one of these two to a diversified RSP. At this time, which way would you lean, and why, please . Many thanks as always.

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Read Answer Asked by Alexandra on September 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: As the SOXX, iShares PHLX Semiconductor ETF is approaching it's all time high, PHO is bouncing along close to it's 52 week low. I understand the lag in spending from the semi companies showing up in PHO earnings, though it seems to me investors are paying up for forward earnings in semi companies but not PHO? Are similar companies to PHO experiencing the same fate or is this company specific? Do you have examples of similar companies to share?

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Read Answer Asked by Charles on September 09, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.16X Cap: $264.51B
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Q: Please comment on Shopify’s acquisition and how you feel about the company going forward.
Thank you.

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Read Answer Asked by Ann Marie on September 09, 2019