Investment Q&A

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.21)
  • $33.21 P/E (TTM): 12.1X Cap: $363M
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• BMO Equal Weight US Banks Index ETF (ZBK $37.89)
  • $37.89 P/E (TTM): 12.1X Cap: $637M
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Q: Is there a US bank ETF you would recommend? Or would you prefer owing one or two banks instead? if so, which ones?

Ray

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Read Answer Asked by Raymond on January 13, 2017

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.65X Cap: $4.78B
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Q: Good Day Everyone I currently own Box purely on the recent price action. I am trying to understand their "competitive advantage". Does it seem to you that they might have anything significant. Thanks John

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Read Answer Asked by john on January 13, 2017

• iShares U.S. Financials ETF (IYF $121.83)
  • $121.83 P/E (TTM): 19.21X Cap: $3.92B
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Q: Good morning<

Looking for your opinion on Vanguard US Financials ( VFH)- seems to have a lower MER than the "i shares" version (IYF), which I believe is your primary vehicle for this sector. Can you help differentiate ?


With thanks
Brad

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Read Answer Asked by Brad on January 13, 2017

• Iteris Inc. (ITI)
  • P/E (TTM): 220.24X Cap: $307M
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Q: Peter and His Wonder Team
I realize you do not cover USA stocks and may want to take a pass...I will not be offended. Iteris has just hit a new high and I am wondering if I should sell or hold for a while. So in your eyes can you give me the big picture. Does it appear to have new legs and could possibly run another 10-20% in the coming months?
Thanks for your guidance which is always valuable to us little guys!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on January 12, 2017

• Dr. Reddy's Laboratories Ltd (RDY $14.34)
  • $14.34 P/E (TTM): 18.22X Cap: $11.67B
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Q: Could I have your views on this company (long term and short term). Do you see any catalyst which would make the price to crash or shoot up?
Thanks

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Read Answer Asked by satish on January 12, 2017

• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 62.1X Cap: $48.92B
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Q: can you tell us about veeva systems and its current valuation and business prospects? it is a good time to invest?

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Read Answer Asked by Eugene on January 12, 2017

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: Based on Trump being confirmed as president in the US:
What top 3 sectors in the US and a stock in each does 5i like and the same for Canada (3 sectors and a stock in each)?
Thank you.

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Read Answer Asked by George on January 12, 2017

• Ford Motor Company (F $11.41)
  • $11.41 P/E (TTM): 14.74X Cap: $45.41B
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• MetLife Inc. (MET $79.77)
  • $79.77 P/E (TTM): 13.97X Cap: $53.04B
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Q: Hello Peter, I'm looking for a solid, long-term, US investment for my RRSP. Ford is yielding almost 4.8% with a very low P/E. Metlife is yielding around 3% with a P/E around 17. Which of these two would you favour for a decent 'sleep at night' long term hold and for a better result? Also, which US company in the military/defence area might you currently favour? Thanks!

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Read Answer Asked by James on January 12, 2017

• DryShips Inc. (DRYS $5.24)
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Q: would you be a buyer of DRYS?

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Read Answer Asked by manochehr on January 12, 2017

• Miscellaneous (MISC)
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Q: If one wanted to shift 10% of one's portfolio exposure from Canada to the U.S. is it better to convert cash from CAD to USD and then purchase stocks on an American Exchange or alternatively use CAD to purchase American Stocks (that also list on the TSX) or ETF's (holding US Stock) that list on the TSX?

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Read Answer Asked by Bob on January 11, 2017

• Consolidated Edison Inc. (ED $102.39)
  • $102.39 P/E (TTM): 18.3X Cap: $36.92B
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• Southern Company (The) (SO $98.29)
  • $98.29 P/E (TTM): 24.85X Cap: $108.12B
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Q: Hi Team, Sorry, another US question please. Yesterday a member asked about Southern Company (SO) a US utility. I have a similar question about Consolidated Edison (ED). Do you think it is a decent US holding for income? Of the two (SO and ED) do you see an obvious preference?

Many thanks.

Michael

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Read Answer Asked by Michael on January 11, 2017

• Silicon Motion Technology Corporation (SIMO $85.80)
  • $85.80 P/E (TTM): 35.42X Cap: $3.18B
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Q: Hello,
Could you please comment on todays results. I'm slightly underwater and was thinking of moving on.
Thanks
Luke

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Read Answer Asked by luke on January 10, 2017

• McDonald's Corporation (MCD $297.01)
  • $297.01 P/E (TTM): 25.18X Cap: $211.94B
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• Jack In The Box Inc. (JACK $17.34)
  • $17.34 Cap: $327M
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Q: Hi 5i,

Looking for a US fast food company with a good dividend other than McDonald's, any ideas.

Thanks,

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Read Answer Asked by Mark on January 10, 2017

• Southern Company (The) (SO $98.29)
  • $98.29 P/E (TTM): 24.85X Cap: $108.12B
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Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don

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Read Answer Asked by Donald on January 10, 2017

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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Q: Hi Guys
Just thinking with the recent cyber attacks on the US election, as well as on our own Hydro grid, if this will be a concern for the next US administration, and should be a concern for our "picture Opt" guy in Ottawa.
What would be 5I opinion on this, and if it is a concern, would you consider panw to be in a good place on this, or are there any other including Canadian listed companies.
Thanks in advance and Cheers for 2017

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Read Answer Asked by Rick on January 09, 2017

• Charles Schwab Corporation (The) (SCHW $91.96)
  • $91.96 P/E (TTM): 25.27X Cap: $166.92B
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Q: I am wanting to increase my exposure to US Financials and I am thinking of adding a US investment services company. May I have your assessment of AMTD, ETFC, RJF, and SCHW? Do you have other suggestions in this area? I already hold KRE and KBE.
Thanks, Tim.

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Read Answer Asked by tim on January 09, 2017

• Monument Circle Acquisition Corp. (MON $10.07)
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Q: MON came with earnings surprise. It is also an acquisition target. Is MON still a Buy?

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Read Answer Asked by Shah on January 09, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.24)
  • $65.24 P/E (TTM): 20.95X Cap: $180M
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Q: What is the best way to invest in US healthcare in a diversified portfolio seeing that they appear to be undervalued right now? Which ETFs/ stocks would you recommend?

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Read Answer Asked by Alka on January 09, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.00)
  • $6.00 P/E (TTM): 19.74X Cap: $639M
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• Blackstone Inc. (BX $153.77)
  • $153.77 P/E (TTM): 43.3X Cap: $113.34B
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Q: OF THE 2 WHICH ONE YOU PREFER AND WHY?THANK YOU. BRAHIM

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Read Answer Asked by ebrahim on January 09, 2017

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Texas Instruments Incorporated (TXN $171.70)
  • $171.70 P/E (TTM): 32.72X Cap: $156.09B
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• Tesla Inc. (TSLA $413.49)
  • $413.49 P/E (TTM): 251.76X Cap: $1.33T
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Q: I am just looking to expand my breadth of knowledge in the 'self driving car space.' With the exception of Texas Instruments (which I already own). Are there any other companies with exposure to this area that look like interesting investments?

Thank you,

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Read Answer Asked by Liam on January 06, 2017