Investment Q&A

• Miscellaneous (MISC)
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Q: Hi Team,
There have been numerous corrections on Wall Street between the great depression of the 30s and to end of 2019. I would like to know the timeline and the extent of such pullbacks in excess of 15% during this period.
Cheers,

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Read Answer Asked by Harry on January 06, 2020

• Tata Motors Ltd Limited (TTM)
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Q: hello 5i:
Despite being one of the largest auto manufacturers, there are NO questions on Tata Motors. While the charts for this company are not pretty, the upside looks huge to me. For a very small position (1-2%), can you give me your take on this company, please.
thanks
Paul L

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Read Answer Asked by Paul on January 06, 2020

• Great Canadian Gaming Corporation (GC)
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Q: My question is about GC. Am reviewing my TFSA positions and am trying to decide whether to continue to hold or move on to something else. Short term seems to be "dead money" but longer term may see return to good growth. I am okay waiting for 3-5 yrs, but not if there is little growth over that time frame. What level of comfort do you have with the management team's near term execution and capex returns? The money laundering issues have seemed to die down somewhat. Do you think that there could be a take-over because of the current valuation?
Thanks

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Read Answer Asked by Rudy on January 06, 2020

• Gildan Activewear Inc. (GIL)
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• Descartes Systems Group Inc. (The) (DSG)
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• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Happy New Year. What do you expect from bad and gil in the coming year? Are you ok with starting a position in bam and dsg today or would you wait for a pullback? T Steve

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Read Answer Asked by Stephen on January 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: BNN just had an analyst on who is shorting LSPD because of another round of insider selling coming up near future he also stated that LSPD is vastly overpriced and is high risk. Are you still recommending this stock if so why?

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Read Answer Asked by Terence on January 06, 2020

• iShares Russell 2000 Growth ETF (IWO)
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Q: I noticed in the latest BlackRock circular that IWY (iShares Russell Top 200 Growth) has significantly outperformed IWO (iShares Russell 2000 Growth) based on the latest 1 year, 5 year, and 10 year published returns. I assume you like IWO since it is in your growth portfolio. Can you elaborate a little on if/why you might prefer IWO to IWY and would you endorse a switch to IWY at this time for someone already holding IWO?

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Read Answer Asked by Steven on January 06, 2020

Q: Helllo 5i,
My wife and I have about $20,000 each free in our TFSA. We are 73 yrs, value investors with a 5 year GIC ladder mostly in our TFSA. Should we fill it with more GIC's, move some stocks over to the TFSA from a non-registered account, buy new value stock, put in NFI and PSI (5-10 year outlook) or have a mix of all of the above?
Thank you
Stanley

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Read Answer Asked by STANLEY on January 06, 2020

• TFI International Inc. (TFII)
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• Savaria Corporation (SIS)
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Q: I currently hold TFII in my portfolio and am considering a switch to SIS for a long term hold. Which of the these two look best over the next 2 or 3 years to you? Is it worth a change?

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Read Answer Asked by Lyle on January 06, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?

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Read Answer Asked by Lyle on January 06, 2020

• TC Energy Corporation (TRP)
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• Inter Pipeline Ltd. (IPL)
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Q: Your thoughts and preferences between these 2 pipeline companies. (TRP & IPL)

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Read Answer Asked by Nino on January 06, 2020

• EPR Properties (EPR)
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Q: Can I get your opinion on EPR Properties as a core holding in an RRSP? I like the yield but am not sure how risky it might be going forward.

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Read Answer Asked by BRYAN on January 06, 2020

• Boyd Group Income Fund (BYD.UN)
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Q: This stock had a great run in 2019. I missed buying it then although it was a great recommendation back around March. Given the appreciation in the stock would you still recommend to Initiate a position at these levels. Has the p/e expanded a lot in the last 12 months

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Read Answer Asked by Aleem on January 06, 2020

• NFI Group Inc. (NFI)
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• Boyd Group Services Inc. (BYD)
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Q: In a TFSA account (growth oriented) would exchange NFI for BYD for a 3 to 5 years time frame? Thank you.

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Read Answer Asked by Yves on January 06, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U)
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Q: Hi any reason for the toboggan ride on this reit?
Kind Regards
Stan

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Read Answer Asked by Stan on January 06, 2020

Q: Have the fundamentals on gold changed in the last couple of years? Is owning gold or a big gold company a good hedge? Hoping you can give me insights on what place gold or minors have in a portfolio today.
Thanks
t

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Read Answer Asked by treva on January 06, 2020

Q: What would you suggest looking to buy in anticipation of a potential crisis in the Middle East which unfortunately now seems imminent. Oil and gold I suppose are the obvious sectors that come to mind. Thanks.

Jason

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Read Answer Asked by Jason on January 06, 2020

• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A)
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Q: Happy new Year.

I always thought CCL paid their dividends in US dollars but it is not on your list of companies. Can you confirm the currency they pay in?

Thanks

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Read Answer Asked by kelly on January 06, 2020

• Pembina Pipeline Corporation (PPL)
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• Inter Pipeline Ltd. (IPL)
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Q: IPL dividend percentage increases since 2004 have been 4.17, 4, 7.7, 8.3, 6.6, 8.2, 12.4, 11.9, 12.8, 5.3, 3.8 and 1.8. Current yield 7.57. Payout ratio 30% using op cash flow and 244% using free cash flow.

PPL dividend increases since 2004 have been, 8.5, 5.3, 10, 9.1, 8.3, 0, 0, 0, 2.6, 3.1 7.3, 4.7, 5.6, 7.4, 9.8 and 5.3. Current yield 4.94. Payout ratio based on op cash flow = 55%, on free cash flow 121%
Do you see a worrisome trend here especially for IPL and how secure do you feel the dividends are for both companies.? In your experience does the decreasing yearly percentage increases especially now for IPL, trending to zero, predicate a 0 % increase eventually or a dividend cut?

Thanks
Jeff

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Read Answer Asked by JEFF on January 06, 2020

• Fission Uranium Corp. (FCU)
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Q: Another uranium question. How are the finances of Fission? How long can they survive with their current cash and rate of spending? Will they need to finance in the next 2-3 years? Thanks!

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Read Answer Asked by Donald on January 06, 2020

• CRH Medical Corporation (CRH)
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Q: Please rank these companies on a best bang for the buck over a 5 year + investment time frame. Thank you. Dave

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Read Answer Asked by Dave on January 06, 2020