Investment Q&A

• Mastercard Incorporated (MA $581.70)
  • $581.70 P/E (TTM): 39.22X Cap: $525.86B
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• Visa Inc. (V $344.47)
  • $344.47 P/E (TTM): 33.64X Cap: $668.25B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Paycom Software Inc. (PAYC $217.18)
  • $217.18 P/E (TTM): 30.89X Cap: $12.56B
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Q: With more and more companies not accepting cash as payment, would you consider these companies a good bet?
Thank you.
Helen

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Read Answer Asked by Helen on August 02, 2017

• AMC Entertainment Holdings Inc. Class A (AMC $3.00)
  • $3.00 Cap: $1.53B
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Q: Can you give me the low down on what just happened to this co. Picked it up on recommendation from another analyst.based on what you see can you give me your opinion.

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Read Answer Asked by Todd on August 02, 2017

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $163.61)
  • $163.61 P/E (TTM): 102.03X Cap: $2.53B
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Q: Which would you prefer? Is there a difference between them? Thanks, Austin

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Read Answer Asked by Austin on August 02, 2017

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Could you give me your opinion on Zendesk (ZEN). How would it compare to Shopify? Thanks, Mark

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Read Answer Asked by Mark on August 02, 2017

• CSX Corporation (CSX $36.32)
  • $36.32 P/E (TTM): 22.42X Cap: $67.70B
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Q: Can I have your opinion on the share price decrease for CSX over the last month. It appears there is a lot of employee pushback to the changes as well as dissatisfied customers. Has the shine come off of Hunter Harrison?

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Read Answer Asked by Valdis on August 02, 2017

• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
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• The Boeing Company (BA $235.26)
  • $235.26 Cap: $177.89B
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• Cognex Corporation (CGNX $42.70)
  • $42.70 P/E (TTM): 61.88X Cap: $7.16B
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Q: I am considering moving part of my profit in shopify to either cognex, amazon or boeing.

Which of the 3 would you recommend today?

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Read Answer Asked by Mark on August 02, 2017

• Miscellaneous (MISC)
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Q: Can you explain currency hedging with a SIMPLE example. Maybe include when it would be advantageous to use a hedged product versus unhedged. I don't think I'm slow, but it's just not clear to me, and I may not be alone.
Len

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Read Answer Asked by Leonard on August 01, 2017

• Altria Group Inc. (MO $65.82)
  • $65.82 P/E (TTM): 12.74X Cap: $110.57B
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Q: Further to Eddie's question, would any US based companies have issues getting into the marijuana industry (even outside of the US) if the industry wasn't legal at a Federal level in the US? I have heard of US individuals avoiding investments in this area just to be cautious.

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Read Answer Asked by Christopher on August 01, 2017

• BMO Covered Call Utilities ETF (ZWU $11.38)
  • $11.38 P/E (TTM): 53.76X Cap: $1.88B
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• BMO US High Dividend Covered Call ETF (ZWH $24.11)
  • $24.11 P/E (TTM): 50.23X Cap: $1.06B
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Q: Hi 5i,

I'm thinking on adding ZWH 5%-10% to my RRSP to cover my US exposure. This is for a income portfolio.
My portfolio now consist of 50% GIC's and
5% in each of the following stock.. BNS,EMA,ECI,ENB,SRU.UN,BCE.
10% in CDV.
Can you suggest another ETF that would fit better then ZWH? Or would you consider ZWU a better position. I see 5i income portfolio doesn't have any US equity holdings.
Would the US dividend be tax excempt within the ETF?

I look foreward to your answers.
Thank for all the excellent info!!

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Read Answer Asked by Stephen on August 01, 2017

• Altaba Inc. (AABA)
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Q: Would you consider adding to this name here?

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Read Answer Asked by Kim on August 01, 2017

• 3D Systems Corporation (DDD $2.05)
  • $2.05 Cap: $262M
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Q: Do you have any favorite 3D printing related stocks? Which would you buy and why? Thanks.

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Read Answer Asked by Chris on August 01, 2017

• CDI Corporation (CDI $8.20)
  • $8.20 Cap: $154M
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Q: Peter and His Wonder Team
I see that CDI is being bought out by AEI...a private company... for $8.25 per share. So please explain what this means for CDI. Will they keep there name and become an affiliate or just become AEI? I believe AEI is a private company...if so does that mean CDI will no longer be traded on the exchange? One last question...the board seems pleased with this merger...will CDI have any ability to move higher than $8.25 in the next year...time to sell or better hold for awhile? I am perplexed...
Thanks!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on August 01, 2017

• Weyerhaeuser Company (WY $25.84)
  • $25.84 P/E (TTM): 69.84X Cap: $18.64B
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Q: I've held this stock for a couple of years, after it's q2 release,should I still hold? up about 12% and represents about 4% of portfolio. do not know if q2 results were good or bad. tkx pat

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Read Answer Asked by patrick on July 31, 2017

• Altria Group Inc. (MO $65.82)
  • $65.82 P/E (TTM): 12.74X Cap: $110.57B
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Q: Hi 5i,
My tobacco stocks are getting hit due to upcoming government regulation. In your opinion is it time to lighten up on these stocks? What are the long term implications.

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Read Answer Asked by Mark on July 31, 2017

• Miscellaneous (MISC)
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Q: I am a young, long-term investor. With the recent strength in the Canadian Dollar, could you give me some recommendations for increasing my US and International equity exposure?

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Read Answer Asked by Jonathan on July 31, 2017

• iShares Core MSCI US Quality Dividend Index ETF (XDU $32.04)
  • $32.04 P/E (TTM): 53.08X Cap: $221M
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Q: I am considering purchasing units of XDU from iShares. It is a new fund, with just over $6 000 000 in net assets. Is it safe to buy now, or should I wait until it accumulates more net assets? If safe to buy now, am I okay purchasing in one lump sum (approximately $150 000 worth). Thank you.

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Read Answer Asked by Walter on July 31, 2017

• Altria Group Inc. (MO $65.82)
  • $65.82 P/E (TTM): 12.74X Cap: $110.57B
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Q: Hello Peter and Company,

Just wondering if you can comment on MO's latest earnings and what's your outlook on MO going forward? Would you please also shed some lights on the precipitous drop in its stock price today. Much appreciated.

Harry

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Read Answer Asked by Harry on July 31, 2017

• iShares U.S. Aerospace & Defense ETF (ITA $195.08)
  • $195.08 P/E (TTM): 102.62X Cap: $9.01B
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• SPDR S&P Aerospace & Defense ETF (XAR $215.51)
  • $215.51 P/E (TTM): 92.97X Cap: $3.92B
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Q: I am looking to invest in the American Defence-Military space. Do you have a favourite Company- ETF?

Thanks Valter

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Read Answer Asked by Valter on July 31, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $64.37)
  • $64.37 P/E (TTM): 82.38X Cap: $187M
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• SPDR S&P 500 ETF Trust (SPY $643.44)
  • $643.44 P/E (TTM): 57.48X Cap: $658.45B
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Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.

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Read Answer Asked by Bill on July 28, 2017

• Starbucks Corporation (SBUX $90.60)
  • $90.60 P/E (TTM): 39.05X Cap: $102.98B
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Q: I am wondering what your thoughts are on SBUX today....is the sell off overdone (Down over 7% at time of this question)? Would you see it as a good buying opportunity or a wait and see? Thank you.

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Read Answer Asked by Josette on July 28, 2017