Investment Q&A

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX

Q: Hey Guys,

What exactly causes a Bubble? I have read and heard so many different things, so I was wondering what your thoughts were.

I know things get over valued, but how do they get over valued and why?

Thanks

Upvote 0

Read Answer Asked by David Michael on January 12, 2020

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: The DOO shares have had a ~3.3% drop. Dividends were paid out today (~.69% DY) yet I cannot find any news related to the decline which hopefully will recover. Any thoughts? Thank you

Upvote 0

Read Answer Asked by Martin on January 12, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

Upvote 0

Read Answer Asked by wilson on January 12, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
  • View XIT Profile
  • View Questions on XIT

Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!

Upvote 0

Read Answer Asked by Bruce on January 12, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?

Happy New Year from the wet coast:
IslandJohn

Upvote 0

Read Answer Asked by John on January 12, 2020

• Cymbria Corporation (CYB)
  • View CYB Profile
  • View Questions on CYB

Q: Your thoughts on CYB? Would you buy tht these levels? Better in a RRSP or TFSA?

Thanks

Dave

Upvote 0

Read Answer Asked by David on January 12, 2020

• Athabasca Oil Corporation (ATH)
  • View ATH Profile
  • View Questions on ATH

Q: Could I have your comments on Athabasca Oil's press release late yesterday with their Operational Update and 2020 budget. What is the life of their reserves? I am correct in interpreting from the release that for every US$5 increase in WTI above US$45 WTI (considering a $17.50 WCS differential) the company stands to benefit CDN$70 million? At $0.53 this morning is this company worth taking a risk. Thanks

Upvote 0

Read Answer Asked by Gordon on January 12, 2020

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

Upvote 0

Read Answer Asked by Dennis on January 12, 2020

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

Upvote 0

Read Answer Asked by Robert on January 12, 2020

• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: What do you think about Inter Rent? It recently posted a very good quarter "Operating revenues for the quarter increased by $3.8 million, or 12.4%, over Q2 2018."

I was thinking of just buying this and holding long term.

Upvote 0

Read Answer Asked by David Michael on January 12, 2020

• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

Upvote 0

Read Answer Asked by Jeff on January 12, 2020

• The Walt Disney Company (DIS)
  • View DIS Profile
  • View Questions on DIS
• Linamar Corporation (LNR)
  • View LNR Profile
  • View Questions on LNR
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

Upvote 0

Read Answer Asked by Larry on January 12, 2020

Q: I am interested in bitcoin. Perhaps something like Coinbase not GBTC. I realize that this is more gambling as apposed to investing but it is possible for large gains and I would appreciate any guidance that you can give me. Thanks, James

Upvote 0

Read Answer Asked by JAMES on January 12, 2020

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

Upvote 0

Read Answer Asked by Marvin on January 12, 2020

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: You answered a question on the disposition price for BYD.UN conversion to BYD saying that the company has announced the conversion price and that the last trading price for BYD,UN was $202. I own some BYD.un in a TD Direct account and TD indicates that the price on disposition is $215.77 and that is the ACB on new BYD shares. I cannot find a reference to disposition/conversion price on any releases or on the BYD website.. Would you have a reference for the correct price?
Thanks

Upvote 0

Read Answer Asked by richard on January 12, 2020

• Kirkland Lake Gold Ltd. (KL)
  • View KL Profile
  • View Questions on KL

Q: Hi 5i,

Can you please comment on the quarter.

Thank you!

Upvote 0

Read Answer Asked by David on January 12, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Just a follow up to Terry's question regarding the coverage summary report, I think the PDF file is posted on 1/6 but the Excel file is still missing.
Thanks

Upvote 0

Read Answer Asked by Steve on January 12, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
  • View GOOS Profile
  • View Questions on GOOS

Q: Good day what is your take on Goos today ,it seems to be losing a lot of feathers these days is it time to buy Thanks Norm

Upvote 0

Read Answer Asked by Norman on January 12, 2020

• OCP Credit Strategy Fund (OCS.UN)
  • View OCS.UN Profile
  • View Questions on OCS.UN

Q: Can You advise me what is going to happen to OSC.UN Is it closing out, will I receive Cash?
Thanks
Cec

Upvote 0

Read Answer Asked by Cecil on January 12, 2020

• Cineplex Inc. (CGX)
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

Upvote 0

Read Answer Asked by gene on January 12, 2020