Investment Q&A

• Exco Technologies Limited (XTC)
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Q: With XTC's 4th Q report yesterday, would you be comfortable taking a small position for growing income?

I see they have increased their dividend every year since 2010, but the share price has declined about 50% since 2016, so not friendly to capital in this particular time frame! What would turn things around over the next few years?

Also comments on the quarter please. Thanks!

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Read Answer Asked by Robert on November 29, 2019

• dynaCERT Inc. (DYA)
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Q: Thoughts on Dya news thanks

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Read Answer Asked by Jo-Anne on November 29, 2019

• Brookfield Renewable Partners L.P. (BEP)
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: What are your thoughts on these companies? Looking at investing in hard assets at this stage in the cycle. Will they hold up better in the event of a recession?

Thanks,
Jason

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Read Answer Asked by Jason on November 29, 2019

• Redishred Capital Corp. (KUT)
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Q: May I have your review of the most recent earnings? Thanks

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Read Answer Asked by Dennis on November 29, 2019

• Clovis Oncology Inc. (CLVS)
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Q: Hi Peter and Ryan,

I noticed CLVS had a good run lately. I am wondering whether the fundamental has been changed. Is it a good buy now?
Please also provide a few (CAD and US) names that are stable for long investment in the next few months, particularly with good valuation. It is almost RRSP season.
Thanks,
Yiwen

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Read Answer Asked by Yiwen on November 29, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: What are your thoughts on Transcontinental's latest move on the selling some assets. Strategically is this the right move? Thanks.

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Read Answer Asked by Gerry on November 29, 2019

Q: Is this a good time to buy Cannabis stocks? If so which do you recommend?
Thank you
dorothy

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Read Answer Asked by Dorothy on November 29, 2019

• Park Lawn Corporation (PLC)
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• Boyd Group Income Fund (BYD.UN)
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Q: Good morning 5i,
Once again thank you for the excellent service and advice that you give so generously. This morning there was a question about putting Boyd into a TFSA. I had been wondering the same thing. But, you mention that you dont really see it as a high growth stock. I imagine I would be better to put Google in, if I want growth. That means another capital gain, however. The beauty of Boyd is that you have to take the cap gain anyway. Getting to be a long story here. But, how would Parklawn compare with Boyd in putting in a TFSA?
thanks

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Read Answer Asked by joseph on November 29, 2019

• Antibe Therapeutics Inc. (ATE)
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Q: Stock down on heavy volume but I can't see any trigger. What do you think?

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Read Answer Asked by hal on November 29, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: I bought PBH on the pull back after they reported earnings. I'm quickly up 10%. Should I sell and take the gain or is there more upside? Shares are in a registered account so capital gain tax is not a consideration. Thanks.

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Read Answer Asked by Brian on November 29, 2019

• Chartwell Retirement Residences (CSH.UN)
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Q: Sector for CSH.UN is shown as Healthcare in Income portfolio but as Real Estate in Portfolio Analytics. Please clarify if it is 50/50% split between Helthcare / Real Estate.

Thank you

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Read Answer Asked by Hali on November 29, 2019

• Restaurant Brands International Inc. (QSR)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi team I asked a question on LSPD re claiming a loss. While that question was answered I also asked for a analysis of the company over the short term. Unfortunately the second part of the question did not get answered please analyze LSPD short term/long term also am looking at buying QSR can you also give your opinion thanks

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Read Answer Asked by Terence on November 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I was wondering what the target is for Shopify for the next few months. I bought it at $425 and now it`s finally starting to climb again. Not sure if I should be in a sell at $480, and take my 10%, or stay around longer

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Read Answer Asked by Howie on November 29, 2019

• ECN Capital Corp. (ECN)
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Q: In an otherwise well balanced portfolio, which one of BAM or ECN would you choose for growth and some stability for a one to two year hold.
Thank you for your excellent advise over the past 3 years.

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Read Answer Asked by Ian on November 29, 2019

• Methanex Corporation (MX)
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• Vermilion Energy Inc. (VET)
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• NFI Group Inc. (NFI)
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• Great Canadian Gaming Corporation (GC)
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• Magna International Inc. (MG)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Which 6 top Canadian companies do you consider the best tax year selling purchase for this year?

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Read Answer Asked by john on November 29, 2019

• Guardant Health Inc. (GH)
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Q: Is there an error in your response to Tim, Nov 26,2019? Does GH “offer a break through in cancer detection”?
Thank you,
Sharon

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Read Answer Asked by Sharon on November 29, 2019

Q: This stock KSHB is trading at a very low price to sales and had been take down a lot along with the Cannabis names and the vaping scare. What would be your thoughts on owning this name - new buy

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Read Answer Asked by Aleem on November 29, 2019

• Canopy Growth Corporation (WEED)
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Q: Do you see this stock recovering and if so what level would you see it trading back up to. Is there any fundemental support at any level. For the long term 3-5 years would you be comfortable holding this name here?

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Read Answer Asked by Aleem on November 29, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Are you still a buyer of goose it is up a few points from around $47 when you recently recommended it. Thanks

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Read Answer Asked by Aleem on November 29, 2019

• QUALCOMM Incorporated (QCOM)
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• Xilinx Inc. (XLNX)
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• Marvell Technology Inc. (MRVL)
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Q: In anticipation of migration and implementation of 5G next year, what would you recommend as the top 3 semiconductor companies on your action buy list at the point in time
thank you

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Read Answer Asked by rajinderpl on November 29, 2019