Investment Q&A

• STORE Capital Corporation (STOR)
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Q: Hi Peter and Team,
Could you please give me your update comment on store capital corp. Warren Buffett Berkshire Hathaway has just taken 9.8% stake of STOR. Is STOR debt high as a REIT? IS a good or a OK investment after share price up $2? Thanks

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Read Answer Asked by Victor on June 27, 2017

• iShares Core MSCI US Quality Dividend Index ETF (XDU)
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG)
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Q: I know these iShares ETFs were just released, but wondering if you were able to form an opinion on these based on its current holdings. The MER seems quite reasonable and am wondering you feel these would be suitable to gain diversification outside of Canada.

Thank you!

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Read Answer Asked by Mike on June 26, 2017

• Corning Incorporated (GLW)
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Q: Corning seems reasonably priced with rising trend. Your thoughts, please Thanks Jim

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Read Answer Asked by jim on June 26, 2017

• American Tower Corporation (REIT) (AMT)
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• Amplify Cybersecurity ETF (HACK)
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• ROBO Global Robotics and Automation Index ETF (ROBO)
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• SPDR Semiconductors ETF (XSD)
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Q: What is your opinion of buying any or all of the above at this time for some US exposure generally and for these sectors specifically.Please rank them in the order you'd recommend them and I understand the limitation of your opinion regarding US equities. Thanks - Ken

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Read Answer Asked by Ken on June 26, 2017

• The Walt Disney Company (DIS)
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• Genuine Parts Company (GPC)
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• Home Depot Inc. (The) (HD)
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• Gildan Activewear Inc. (GIL)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Stars Group Inc. (The) (TSGI)
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• NFI Group Inc. (NFI)
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• Boyd Group Income Fund (BYD.UN)
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• Magna International Inc. (MG)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim

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Read Answer Asked by jim on June 26, 2017

• Global X SuperDividend ETF (SDIV)
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Q: What do you think of SDIV as an income and diversity vehicle?
Thanks
Don

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Read Answer Asked by Don on June 23, 2017

• Costco Wholesale Corporation (COST)
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Q: Hi 5i team,

Costco has been taking a beating ever since Amazon announced its bid for Whole Foods Market (WFM) three days ago. At the time, it was selling at a premium but today it dropped well below its 200 MA. How much lower would it have to go before you would consider it an attractive buy?
Somehow, I don't see an Amazon-WFM tie up as being particularly threatening to Costco. I would appreciate you view on what the impact might be?
Robert

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Read Answer Asked by Robert on June 23, 2017

• Miscellaneous (MISC)
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Q: Hi there, I currently only own Canadian equities and am thinking of investing in a few US companies for diversification. What would be your top 3 ideas from the US that would be good additions to your Balanced Equity portfolio? I am okay with names with a tilt towards growth but not super high risky - probably similar to names to CSU, SHOP, KXS, SIS, NFI, TOY, PBH etc.

Thanks!

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Read Answer Asked by Michael on June 23, 2017

• First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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Q: Can you give me your thoughts on CIBR. Thankyou.

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Read Answer Asked by Bruce on June 23, 2017

• Texas Pacific Land Corporation (TPL)
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Q: Was interested in your view on TEXAS PACIFIC LAND TRUST. Looks like a boring play that keeps grinding higher year after year. They seem to have a unique situation with their land holdings.

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Read Answer Asked by Sean on June 22, 2017

• NVIDIA Corporation (NVDA)
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Q: Nvidia is one of your favorite US stocks. Yet it is almost 51x forward earnings. I own some but am hesitant about taking a full position in case the stock suddenly crashes back to earth. Is it really worth so much higher a value than AVGO, which is only at 15x forward earnings?

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Read Answer Asked by John on June 22, 2017

• The Boeing Company (BA)
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• Raytheon Company (RTN)
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• Cognex Corporation (CGNX)
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Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob

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Read Answer Asked by Robert on June 22, 2017

• Cencora Inc. (COR)
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• Cognex Corporation (CGNX)
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Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.

Many thanks

Scott

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Read Answer Asked by Scott on June 22, 2017

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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Q: Hello If I where to buy 3 stocks for my grandson to hold for 10 years what would be your suggestions. Would Amazon be one?

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Read Answer Asked by Gordon on June 21, 2017

• Alexion Pharmaceuticals Inc. (ALXN)
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• Celgene Corporation (CELG)
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Q: Dear Team,
It appears that biotech companies receive increasingly more attention again. How would you rate above companies and their growth potential over the next two years.
Thank you, as always!

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Read Answer Asked by Sigrid on June 21, 2017

• Ebix Inc. (EBIX)
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Q: Good day team,

Could you please give me your analysis on Ebix Inc.? Is this a good buying opportunity for a long term hold?

Thank you,
Marco

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Read Answer Asked by Marco on June 21, 2017

• Bank of the Ozarks Inc. (OZRK)
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Q: Gentlemen, any opinions on this US regional bank? The metrics look pretty impressive.

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Read Answer Asked by Leo on June 20, 2017

• Microsoft Corporation (MSFT)
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• Open Text Corporation (OTEX)
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Q: I have room for one more Teck stock in my portfolio. Would you recommend Open Text or Microsoft and your comments please. Brian

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Read Answer Asked by Brian on June 20, 2017

• Miscellaneous (MISC)
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Q: I hold the following ETF’s in a Non-Registered account. It is sort of a general purpose portfolio with a bit of emphasis on the health care sector (just because I think it is coming due). My question is with additional cash to add should I look for another ETF or add to the existing ones? I guess I am saying do I need more diversification or is there another particular sector I could emphasize?

Canada
iShares S&P/TSX 60 Index Fund

US
Vanguard US Total Mkt Ind ETF
AdvisorShares Focused Equity

Europe
Vangrd FTSE Dev Europe All Cap

Health Care
BMO EqWt US HthCare Hedged CAD
iShares Global Healthcare ETF

Emerging Markets
BMO India Equity Index ETF
Fairfax India Holdings
Fairfax Africa Holdings

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Read Answer Asked by David on June 20, 2017

• Miscellaneous (MISC)
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Q: KED P/E 2.2X, P/B 0.8X EPS $7.70 Div. 9.26% Debt/Capital 30.6% ROE 43% yet the share price keeps falling ? Why doesn't the market like this company, I think, fundamentally it s/b be closer to $30/share rather than the current $17.28. Please help me understand, would you think its a screaming buy ?

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Read Answer Asked by Ed on June 19, 2017