Investment Q&A

• Corning Incorporated (GLW $82.98)
  • $82.98 P/E (TTM): 92.76X Cap: $71.08B
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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 $186.68)
  • $186.68 P/E (TTM): 67.14X Cap: $87.41B
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• Amplify Cybersecurity ETF (HACK $86.17)
  • $86.17 P/E (TTM): 33.85X Cap: $2.30B
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• ROBO Global Robotics and Automation Index ETF (ROBO $65.31)
  • $65.31 P/E (TTM): 1.77X Cap: $1.14B
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• SPDR Semiconductors ETF (XSD $315.61)
  • $315.61 P/E (TTM): 41.26X Cap: $1.54B
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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 $109.19)
  • $109.19 P/E (TTM): 17.37X Cap: $196.31B
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• Genuine Parts Company (GPC $130.34)
  • $130.34 P/E (TTM): 22.64X Cap: $18.12B
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• Home Depot Inc. (The) (HD $375.75)
  • $375.75 P/E (TTM): 25.68X Cap: $374.01B
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• Gildan Activewear Inc. (GIL $83.19)
  • $83.19 P/E (TTM): 19.6X Cap: $12.42B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.77B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.35X Cap: $1.88B
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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 $22.90)
  • $22.90 P/E (TTM): 14.95X Cap: $961M
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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 $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
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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 $75.48)
  • $75.48 P/E (TTM): 34.63X Cap: $10.99B
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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 $889.25)
  • $889.25 P/E (TTM): 45.35X Cap: $20.44B
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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 $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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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 $210.73)
  • $210.73 Cap: $159.34B
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• Raytheon Company (RTN $116.96)
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.68X Cap: $6.84B
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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 $318.00)
  • $318.00 P/E (TTM): 32.25X Cap: $61.65B
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.68X Cap: $6.84B
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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 $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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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 $182.50)
  • $182.50 P/E (TTM): 54.68X Cap: $40.33B
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• Celgene Corporation (CELG $108.24)
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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)
  • P/E (TTM): 7.25X Cap: $35M
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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 $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 24.18X Cap: $13.74B
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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

• Mylan N.V. (MYL)
  • Cap: $8.58B
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Q: Hi Peter
can you revisit this company . Is it a buy at this point ?

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Read Answer Asked by Candi on June 19, 2017

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.41X Cap: $98.80B
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• Home Depot Inc. (The) (HD $375.75)
  • $375.75 P/E (TTM): 25.68X Cap: $374.01B
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Q: I currently hold CVS and am down 21%. In a response today to a question about WBA, you indicate that a switch from WBA to HD would be okay given the structural change being brought about by AMZN on the purchase of Whole Foods. While the person asking the question had a good gain on WBA, would your response be the same for my position in CVS?......thanks....Tom

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Read Answer Asked by Tom on June 19, 2017