Investment Q&A

• Elbit Systems Ltd. (ESLT $468.57)
  • $468.57 Cap: $20.90B
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Q: Hello Gentlemen,

With what is going on in the world right now what do you think of Elbit Systems Ltd? Would you be a buyer? It seems it has the right mix of business.

Thanks as always!

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Read Answer Asked by Saeed on January 27, 2017

• Sunco Logistics Partners LP (SXL)
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Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

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Read Answer Asked by Richard on January 27, 2017

• Starbucks Corporation (SBUX $85.57)
  • $85.57 P/E (TTM): 36.88X Cap: $97.26B
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Q: Hello there. New member here asking first question. Based on recent earnings report would you hold on to SBUX long term? Thx/Rob

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Read Answer Asked by Robert on January 27, 2017

• VanEck Morningstar Wide Moat ETF (MOAT $100.02)
  • $100.02 P/E (TTM): 22.9X Cap: $12.57B
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Q: What is your opinion of MOAT ? Ty

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Read Answer Asked by Indra on January 27, 2017

• Silicon Motion Technology Corporation (SIMO $93.71)
  • $93.71 P/E (TTM): 35.36X Cap: $3.35B
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Q: Hi, SIMO is off about 30% from it's high and the short interest looks high. Are you aware of any particular concern with this company going forward? I'm down 10% and concerned if it breaks through $40 it could go much lower. Your thoughts are appreciated.
Thanks.

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Read Answer Asked by Mike on January 26, 2017

• CI Morningstar US Value Index ETF (XXM $14.57)
  • $14.57 P/E (TTM): 3.87X
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Q: Would you consider XXM (First Asset Morningstar US Value Index Etf
CDN Hedged) as a suitable hold regarding the U.S. market. XXM.B is the unhedged version. If not, do you have another choice.

Thank you.
Denis

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Read Answer Asked by Denis on January 26, 2017

• iShares MSCI Multifactor USA Index ETF (CAD-Hedged) (XFA $33.13)
  • $33.13 P/E (TTM): 14.9X
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Q: What is your opinion on XFA which selects stocks based on momentum, quality, value and small cap size. Could you please suggest a balanced portfolio using smart etf's. Do you think this is a good strategy? Thank you for all you advice.

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Read Answer Asked by Ian on January 26, 2017

• Vanguard Dividend Appreciation FTF (VIG $215.64)
  • $215.64 P/E (TTM): 24.48X Cap: $91.70B
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Q: Can you tell me your favorite ETFs for USA income growth - Looking for stability with focus on income growth - I have 10 years horizon - thanks

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Read Answer Asked by Ron on January 26, 2017

• Cineplex Inc. (CGX $11.89)
  • $11.89 Cap: $748M
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• Cinemark Holdings Inc Inc. (CNK $28.58)
  • $28.58 P/E (TTM): 26.71X Cap: $3.31B
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Q: In a fairly diversified RRSP account with both US$ and Cdn$ to deploy can you comment on your preference between Cinemark and Cineplex? I know you like Cineplex but wonder if you would consider Cinemark in similarly?

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Read Answer Asked by Todd on January 26, 2017

• Mattel Inc. (MAT $18.73)
  • $18.73 P/E (TTM): 14.19X Cap: $5.82B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.90)
  • $19.90 P/E (TTM): 25.82X Cap: $2B
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Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

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Read Answer Asked by Gooding on January 26, 2017

• Clorox Company (The) (CLX $107.36)
  • $107.36 P/E (TTM): 16.47X Cap: $13.09B
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• SLB Limited (SLB $36.66)
  • $36.66 P/E (TTM): 14.15X Cap: $49.53B
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Q: Hello Folks:
What is your opinion of Clorox CLS, as one of my choices is between it and SLB (I understand they are 2 different animals)?
This question relates to the question I just submitted concerning SLB. I apologize for my confusion.
Thanks again
brian

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Read Answer Asked by Brian on January 26, 2017

• Costco Wholesale Corporation (COST $922.74)
  • $922.74 P/E (TTM): 66.24X Cap: $408.93B
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Q: Thank you so much for what you do. 5i benefits people of modest means as well as the wealthy. (A rising market doesn't hurt)!

A reader mentioned grocers earlier today. We went to COSTCO yesterday and the place was packed. They don't have the distribution of the local grocery stores but in a way they don't need to as customers are willing to drive to them. COSTCO is still more of a wholeseller compared to a company like Loblaws and they don't carry all the small products but no doubt they are one reason why grocery stores are finding it difficult to stay profitable.

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Read Answer Asked by James on January 25, 2017

• Chartwell Retirement Residences (CSH.UN $19.74)
  • $19.74 P/E (TTM): 89.73X Cap: $5.99B
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Q: I'm looking at US specialty REITS and wonder what you guys think of the numbers for SBRA (Sabra Healthcare Reit). Could you suggest anything better in the healthcare or senior care sector?

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Read Answer Asked by John on January 25, 2017

• BMO S&P 500 Index ETF (ZSP $103.36)
  • $103.36 P/E (TTM): 26.73X Cap: $20.62B
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• BMO Equal Weight Banks Index ETF (ZEB $53.63)
  • $53.63 P/E (TTM): 11.77X Cap: $4.66B
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Q: I am not comfortable purchasing individual stocks in a small account, with my go to name being ZEB, can you recommend any others that provide the diversification? I'm thinking the US indices hedged back to CAD, is that a good idea and which ETFs would you recommend in that case?

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Read Answer Asked by David on January 25, 2017

• Vanguard Dividend Appreciation FTF (VIG $215.64)
  • $215.64 P/E (TTM): 24.48X Cap: $91.70B
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Q: I have about 110,000 dollar that I will be investing in your balanced portfolio and the etf ViG. About 45,000 dollars will be in a non registered account and 65,000 in TFSA. I am avoiding RRSP because I have a good pension. My tax person said that I would save tax by putting the non dividend equities to the non=registered account. I plan to leave the investments in for 7-8 year As well will vig be taxed at a higher rate because it is non-Canadian if it is in the non-registered?

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Read Answer Asked by Stephen on January 25, 2017

• iShares Russell 2000 Growth ETF (IWO $321.04)
  • $321.04 P/E (TTM): 22.13X Cap: $12.90B
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• Coty Inc. Class A (COTY $3.75)
  • $3.75 Cap: $3.27B
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Q: Hi, I have a small position on Coty ( previusly held P&G). But this transfer has not fared so well down 20%. Wondering if I should hold onto to this or move to a small cap etf like IWO or IJR. Thanks. Shyam

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Read Answer Asked by Shyam on January 25, 2017

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $23.97)
  • $23.97 Cap: $27.50B
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Q: What's the outlook for this company in the next two years? Thanks.

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Read Answer Asked by Fooklin on January 25, 2017

• LyondellBasell Industries NV Class A (Netherlands) (LYB $43.02)
  • $43.02 Cap: $13.84B
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Q: I have a 2% position in Lyondellbasell Industries. I bought it as an RBC Top Pick but it never went anywhere and I'm now even on my purchase price with gains only on the dividend. What is your opinion on this stock moving forward and would a switch into Dow Chemical be a better opportunity for growth + dividend? Thanks

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Read Answer Asked by Gooding on January 24, 2017

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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Q: It has been since last summer since you commented on WBA. Do you like this a go-to name in consumer staples? Outside of Jean Coutu, there really isn't an equivalent any longer in Canada, is it worthwhile to hold long-term? Divi is only about 1.8%

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Read Answer Asked by Warren on January 24, 2017

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.6X Cap: $4.57T
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• QUALCOMM Incorporated (QCOM $170.89)
  • $170.89 P/E (TTM): 34.11X Cap: $183.02B
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Q: I have about 22% of my portfolio in tech and would like to trim back. QCOM makes up about 3.1% of the total and NVDA, 4.3%. At this point would you sell one of these or sell some of each?

BTW, my other tech holdings are: CSU (3.8%) KXS (2.4%) SHOP (4.2%) GOOGL (3.5%)
Thanks for everything you do!!

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Read Answer Asked by Jim on January 24, 2017