Investment Q&A

• Netflix Inc. (NFLX $96.71)
  • $96.71 P/E (TTM): 4.04X Cap: $409.79B
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• Enbridge Inc. (ENB $65.87)
  • $65.87 P/E (TTM): 25.55X Cap: $143.68B
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• Keyera Corp. (KEY $44.25)
  • $44.25 P/E (TTM): 33.86X Cap: $10.14B
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• lululemon athletica inc. (LULU $182.28)
  • $182.28 P/E (TTM): 12.49X Cap: $20.68B
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• Spotify Technology S.A. (SPOT $589.67)
  • $589.67 Cap: $120.20B
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• Under Armour Inc. Class A (UAA $4.31)
  • $4.31 Cap: $1.92B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.85)
  • $63.85 Cap: $8.43B
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Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

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Read Answer Asked by Kris on May 29, 2020

• Enbridge Inc. (ENB $65.87)
  • $65.87 P/E (TTM): 25.55X Cap: $143.68B
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• Pembina Pipeline Corporation (PPL $54.50)
  • $54.50 P/E (TTM): 19.2X Cap: $31.66B
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• Brookfield Renewable Partners L.P. (BEP.UN $39.09)
  • $39.09 Cap: $25.72B
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• Capital Power Corporation (CPX $65.53)
  • $65.53 P/E (TTM): 22.17X Cap: $10.19B
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• Descartes Systems Group Inc. (The) (DSG $127.08)
  • $127.08 P/E (TTM): 54.09X Cap: $10.92B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TFI International Inc. (TFII $136.78)
  • $136.78 P/E (TTM): 25.64X Cap: $11.25B
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• Kinaxis Inc. (KXS $176.87)
  • $176.87 P/E (TTM): 104.13X Cap: $4.96B
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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 $48.38)
  • $48.38 P/E (TTM): 53.59X Cap: $22.31B
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• Exchange Income Corporation (EIF $82.61)
  • $82.61 P/E (TTM): 29.82X Cap: $4.48B
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• Vanguard S&P 500 Index ETF (VFV $168.34)
  • $168.34 P/E (TTM): 27.07X Cap: $27.62B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.91)
  • $103.91 Cap: $2.27B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $628.10)
  • $628.10 P/E (TTM): 27.51X Cap: $759.24B
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• Vanguard Dividend Appreciation FTF (VIG $220.41)
  • $220.41 P/E (TTM): 24.09X Cap: $97.32B
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• Real Matters Inc. (REAL $6.24)
  • $6.24 Cap: $463M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.14)
  • $16.14 Cap: $2.19B
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• Boyd Group Services Inc. (BYD $228.80)
  • $228.80 P/E (TTM): 224.78X Cap: $6.36B
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• B2Gold Corp (Canada) (BTG $4.57)
  • $4.57 Cap: $6.05B
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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 $0.51)
  • $0.51 Cap: $22M
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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 $11.64)
  • $11.64 P/E (TTM): 11.25X Cap: $427M
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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 $19.82)
  • $19.82 P/E (TTM): 90.23X Cap: $6.02B
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• Sienna Senior Living Inc. (SIA $20.19)
  • $20.19 P/E (TTM): 44.89X Cap: $1.89B
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• Ballard Power Systems Inc. (BLDP $3.89)
  • $3.89 Cap: $1.16B
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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 $473.96)
  • $473.96 P/E (TTM): 55.91X Cap: $54.52B
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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 $221.76)
  • $221.76 P/E (TTM): 88.05X Cap: $288.57B
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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 $39.88)
  • $39.88 P/E (TTM): 13.01X Cap: $1.77B
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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 $39.88)
  • $39.88 P/E (TTM): 13.01X Cap: $1.77B
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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 $42.78)
  • $42.78 Cap: $13.76B
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• Verizon Communications Inc. (VZ $40.14)
  • $40.14 P/E (TTM): 8.82X Cap: $169.24B
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• Ennis Inc. (EBF $17.68)
  • $17.68 P/E (TTM): 10.76X Cap: $458M
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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 $3,341.58)
  • $3,341.58 P/E (TTM): 75.76X Cap: $70.81B
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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 $37.64)
  • $37.64 Cap: $3.69B
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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 $48.82)
  • $48.82 P/E (TTM): 15.22X Cap: $82.26B
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• Great-West Lifeco Inc. (GWO $64.54)
  • $64.54 P/E (TTM): 14.56X Cap: $59.61B
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• Sun Life Financial Inc. (SLF $81.89)
  • $81.89 P/E (TTM): 20.27X Cap: $45.64B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.21)
  • $2,401.21 P/E (TTM): 8.05X Cap: $51.21B
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• Intact Financial Corporation (IFC $276.36)
  • $276.36 P/E (TTM): 22.9X Cap: $49.13B
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• Power Corporation of Canada Subordinate Voting Shares (POW $71.40)
  • $71.40 P/E (TTM): 14.92X Cap: $45.48B
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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 $4.02)
  • $4.02 Cap: $1.02B
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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