Investment Q&A

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Q: Hi Guys,

What do you think of this company?

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Read Answer Asked by Elliott on December 13, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.21)
  • $75.21 P/E (TTM): 43.8X Cap: $218M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $16.94)
  • $16.94 P/E (TTM): 37.74X Cap: $1.52B
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Q: Please advise what etf. could cover US energy stocks both can. and us// Thanks and MERRY XMAS TO ALL..CLIFF

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Read Answer Asked by cliff on December 13, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO $75.21)
  • $75.21 P/E (TTM): 43.8X Cap: $218M
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Q: Dear 5i Staff,
I would like to participate in the energy price recovery and the expected new US Administration favorable bias toward energy companies.
My question is it better to invest in Canadian or US energy companies now
Which of these stock you favor: Duke, Exxon, Chevron or maybe an ETF is better. Any other suggestion.
Thank you and best wishes for the season.
Raouf
Is my strategy makes sense.

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Read Answer Asked by Raoul on December 13, 2016

• Service Corporation International (SCI $81.68)
  • $81.68 P/E (TTM): 22.28X Cap: $11.32B
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Q: Hi Peter and Team! I know the Us is not usually covered, but what are your thoughts on a long term holding in this company. I will not be without customers ( sorry, I could not help,that one😄😄😄) Cheers, Tamara

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Read Answer Asked by Tamara on December 13, 2016

• Cencora Inc. (COR $294.71)
  • $294.71 P/E (TTM): 33.89X Cap: $56.29B
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Q: Can you give me your opinion on CorSite. I see they raised the dividend 50% and am wondering if there might be decent growth here as well.

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Read Answer Asked by Kyle on December 12, 2016

• Wabash (WNC $10.88)
  • $10.88 Cap: $451M
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Q: On December 6th's edition of the Globe & Mail John Reese recommended Wabash (WNC). Is it a good stock? He noted its P/E to be seven and earnings per share growth of 30%. Does the company have a high debt and do insiders own stock?
Thanks
Jim

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Read Answer Asked by James on December 12, 2016

• Johnson & Johnson (JNJ $177.80)
  • $177.80 P/E (TTM): 18.89X Cap: $424.46B
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• Richards Packaging Income Fund (RPI.UN $32.63)
  • $32.63 P/E (TTM): 15.87X Cap: $352M
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.11)
  • $34.11 P/E (TTM): 43.41X Cap: $335M
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Q: I am currently up 30 to 60% on these companies, all are held in an RSP or RIF account. Would you add, take profits, or sell full position in any of these funds. I have about $20,000 to invest currently in my RRSP and am wondering if it is to late to start a new US position. I am considering facebook or google? Thanks for your input!

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Read Answer Asked by diane joan on December 12, 2016

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $68.58)
  • $68.58 P/E (TTM): 66.38X Cap: $393M
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Q: Recent article in Barron's suggested the DOW Jones industrial index will outperform relative to other indexes due to beneficial effects of Trump policies. Can you suggest an ETF that captures the DOW index and its companies.

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Read Answer Asked by Uthaman on December 12, 2016

• Pfizer Inc. (PFE $25.32)
  • $25.32 P/E (TTM): 18.22X Cap: $142.53B
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Q: Holding modest amount of funds in trust for kids w/5 year time frame. What do you think of Bayer today as lynchpin holding for US funds? Is there a difference tax wise for dividends vs US company like PFE? Thanks as always for the great service!

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Read Answer Asked by Joel on December 12, 2016

• Citigroup Inc. (C $93.74)
  • $93.74 P/E (TTM): 14.82X Cap: $173.44B
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Q: interesting blog on p/bvps and p/tbvps, what do you think of citi using these metrics as a value play? seems to me it might be a good investment. tkx pat

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Read Answer Asked by patrick on December 11, 2016

• Duluth Holdings Inc. (DLTH $2.14)
  • $2.14 Cap: $83M
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Q: Could you give any reason for the down day for Duluth

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Read Answer Asked by Eric on December 09, 2016

• Flex Ltd. (FLEX $49.77)
  • $49.77 P/E (TTM): 21.59X Cap: $18.67B
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Q: I have good gains in two US positions. One is GSE systems (GVP) (3.7% of total portfolio)and the other is Flextronics (5%).

Both up over 100%. Is it time to trim these, sell, or wait till January for tax purposes.

I appreciate your guidance.

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Read Answer Asked by Colin on December 09, 2016

• Cisco Systems Inc. (CSCO $66.76)
  • $66.76 P/E (TTM): 27.02X Cap: $265.12B
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• Rockwell Automation Inc. (ROK $343.51)
  • $343.51 P/E (TTM): 43.11X Cap: $38.54B
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Q: I've seen an article recently that speculates that the next paradigm shift will be a faster expansion of the "Internet of Things", especially by large industrial companies that over the next 30-40 years will automate more processes using equipment and sensors provided and monitored by outside companies. Names mentioned that are expected to benefit most were GE, Honeywell, Rockwell, Cisco and IBM. I'd appreciate your opinion on whether this seems like a good idea for long-term investment.

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Read Answer Asked by Chris on December 09, 2016

• Cal-Maine Foods Inc. (CALM $110.06)
  • $110.06 P/E (TTM): 4.43X Cap: $5.33B
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Q: Hi,

I know US holdings aren't your main focus. I'm currently about 20% down on CALM. Do you think they're worth holding onto or do you think there's a different US company in the same sector that I would be better off owning? My time frame is very long on this one.

Thanks!

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Read Answer Asked by Chris on December 09, 2016

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Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

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Read Answer Asked by Greg on December 09, 2016

• Mohawk Industries Inc. (MHK $127.79)
  • $127.79 P/E (TTM): 17.01X Cap: $8.23B
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Q: Not your bailiwick but could you give me your assessment of Mohawk Industries and it's prospects under a Trump administration?

TIA

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Read Answer Asked by Gerald on December 08, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $64.58)
  • $64.58 P/E (TTM): 82.38X Cap: $188M
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• iShares U.S. Medical Devices ETF (IHI $61.89)
  • $61.89 P/E (TTM): 164.7X Cap: $4.34B
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Q: Large-cap healthcare ETFs are giving-up their post-election bump, in some cases (for example, HHL) approaching nine-month lows. Are there any that are becoming interesting, or is this sector just too instrinsically volatile? In the past, 5i has spoken well of IHI (NYSE), do you still like it?

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Read Answer Asked by John on December 08, 2016

• Celgene Corporation (CELG $108.24)
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• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
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• Johnson & Johnson (JNJ $177.80)
  • $177.80 P/E (TTM): 18.89X Cap: $424.46B
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Q: Hi Peter
I am looking to switch my Giliad for JNJ or Celgene in a retirement portfolio. Please advise THank you
Hamish

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Read Answer Asked by Hamish on December 08, 2016

• American International Group Inc. (AIG $81.29)
  • $81.29 Cap: $44.53B
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Q: Do you have an opinion on this U.S. Financial stock?

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Read Answer Asked by Peter on December 08, 2016

• iShares Russell 2000 Growth ETF (IWO $296.60)
  • $296.60 P/E (TTM): 51.69X Cap: $12.12B
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• Vanguard Dividend Appreciation FTF (VIG $209.63)
  • $209.63 P/E (TTM): 68.92X Cap: $92.26B
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Q: Hi there
What would be a good compliment etf to VIG for us growth exposure
In u.s. Dollars
Thanks for the help
Sam

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Read Answer Asked by Sam on December 08, 2016