Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TFI International Inc. (TFII $172.31)
  • $172.31 P/E (TTM): 43.66X Cap: $14.07B
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• Open Text Corporation (OTEX $30.65)
  • $30.65 P/E (TTM): 12.47X Cap: $7.62B
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• Alimentation Couche-Tard Inc. (ATD $77.37)
  • $77.37 P/E (TTM): 20.81X Cap: $70.20B
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Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks

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Read Answer Asked by Bonnie on June 03, 2019

• Johnson & Johnson (JNJ $240.10)
  • $240.10 P/E (TTM): 21.62X Cap: $573.15B
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Q: With the recent problems JNJ is facing regarding opioids, would a switch to NVS {novartis] make sense? Held in a US$ RRIF.
Thanks

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Read Answer Asked by steve on June 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.50)
  • $12.50 Cap: $1.68B
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Q: how come you do not have lightspeed in your growth portfolio, i am sure it has crossed your mind.
furthermore it seems to have everything you like about a company,from mgmt on down.
dave

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Read Answer Asked by david on June 03, 2019

• Western Forest Products Inc. (WEF $14.72)
  • $14.72 Cap: $155M
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Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?

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Read Answer Asked by Jeff on June 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.03)
  • $162.03 P/E (TTM): 121.38X Cap: $206.88B
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Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.

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Read Answer Asked by Rob on June 03, 2019

• Miscellaneous (MISC)
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Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?

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Read Answer Asked by Liam on May 31, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.50)
  • $12.50 Cap: $1.68B
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Q: were those lapd earnings ok.
i think they beat a lot on revenue, but the loss was more than expected.
their guidance looks ok.
dave

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Read Answer Asked by david on May 31, 2019

• Keysight Technologies Inc. (KEYS $330.46)
  • $330.46 P/E (TTM): 58.2X Cap: $56.78B
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Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!

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Read Answer Asked by Issaku on May 31, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?

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Read Answer Asked by Reg on May 31, 2019

• North West Company Inc. (The) (NWC $53.58)
  • $53.58 P/E (TTM): 18.82X Cap: $2.57B
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Q: Hi team,

Just wanted to let Stuart know that people in the North used to order many things on Amazon until the company started charging for deliveries a few years ago. All Amazon shopping stopped after that as the cost of shipping often was more than that of the item itself. I am not an investor in NWC, but I can assure you that they have a stronghold in most of the communities North of the 60. I live in the Arctic!

Hope this helps!

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Read Answer Asked by Saeed on May 30, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.79)
  • $13.79 P/E (TTM): 6.96X Cap: $1.05B
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• BMO Aggregate Bond Index ETF (ZAG $13.77)
  • $13.77 Cap: $11.80B
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Q: Good morning,

I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.

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Read Answer Asked by Jeff on May 30, 2019

Q: Could you give some ideas, refer some websites and books regarding how to select an ETF. I need to give a presentation for learning purpose in a share club meeting. Feel free to subtract additional credits if needed.

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Read Answer Asked by Dexter on May 30, 2019

• BMO Low Volatility Canadian Equity ETF (ZLB $59.23)
  • $59.23 P/E (TTM): 0.71X Cap: $5.93B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $69.35)
  • $69.35 P/E (TTM): 18.1X Cap: $15.03B
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Q: The performance of ZLB has strongly outperformed VCN over the short and long term. ZLB will likely survive a recession better then holding VCN. If I own both, should i just sell VCN and own ZLB but would their be a case to own VCN instead? thanks

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Read Answer Asked by Thomas on May 30, 2019

• Restaurant Brands International Inc. (QSR $108.24)
  • $108.24 P/E (TTM): 32.65X Cap: $49.02B
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Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.

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Read Answer Asked by Victor on May 30, 2019

• BRP Inc. Subordinate Voting Shares (DOO $108.04)
  • $108.04 Cap: $7.75B
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Q: Thoughts on DOO earnings release?

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Read Answer Asked by Michael on May 30, 2019

• Miscellaneous (MISC)
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Q: My Question is on General market conditions from Technical point of view

Its seems looking at the technical charts for $INDU (DOW index) it has formed a TRIPLE TOPs with divergence in RSI and MACD with lower lows at each tops and $INDU now breaking off 200MA and from todays action its seems $INDU may run down to 20,000 or even 18,000 unless it jumps back above its 200MA
5i expert comment on this please

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Read Answer Asked by Francis on May 30, 2019

Q: Plus Products is the only company I know of that produces cannabis gummy bears (Cdn company operating in US). Does 5i know of others?

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Read Answer Asked by Bob on May 30, 2019

• Freehold Royalties Ltd. (FRU $16.96)
  • $16.96 P/E (TTM): 30.09X Cap: $2.82B
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Q: How would you value fru and how relevant are those metrics to todays price?

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Read Answer Asked by Mike on May 30, 2019

• Descartes Systems Group Inc. (The) (DSG $94.26)
  • $94.26 P/E (TTM): 37.98X Cap: $7.88B
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Q: comments please on the quarter and what weighting would you keep ?

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Read Answer Asked by blake on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO $345.88)
  • $345.88 P/E (TTM): 22.36X Cap: $13.13B
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Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

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Read Answer Asked by Danny-boy on May 30, 2019