Investment Q&A

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.26)
  • $12.26 P/E (TTM): 25.6X Cap: $3.61B
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• Morguard Real Estate Investment Trust (MRT.UN $5.75)
  • $5.75 Cap: $373M
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Q: I am retired and have held MRT.UN in a RIF for a number of years, but it has dropped 20% in value in that time and although I appreciate the 7%+ yield, it is just languishing there with what seems very little prospect of growth. It does seem to have stopped dropping in value though.

On the other hand, DIR.UN has been on a bit of a tear in the last 3 months and also offers a high dividend. I am considering switching to DIR.UN, but wonder if this rally is played out and if it's likely to maintain its value or slump under profit taking. I'm a bit wary of switching from a loss position in one stock to buying high and losing more on the next one.

Do you have any thoughts on making this switch?

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Read Answer Asked by John on May 09, 2018

• Micron Technology Inc. (MU $140.00)
  • $140.00 P/E (TTM): 23.6X Cap: $151.35B
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Q: I have been a member long enough to recognize that "ok" is a downgrade from "fine" when you comment on stocks.
That is what has transpired between Aprill 11 and 25 in responses regarding Micron.
Would you recommend Micron for a 4-5 year hold with the hope that it is closer to the two separate $100 targets rather than the recent $35 target due to pricing concerns.
Thank you.

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Read Answer Asked by Steven on May 09, 2018

Q: What is your opinion of the Wisdom Tree International Quality Dividend Growth Variably Hedged Index ETF, DQI, and the Wisdom Tree Global Equity ETF, ONEQ, as international/global investment ETFs.
Thanks.

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Read Answer Asked by Gerry on May 09, 2018

Q: Going forward what would be your top 4 sectors and a large cap and a small/mid cap name in each of the 4 sectors. If REITS are not one of your top 4 what two name do you like in REITS.
Thanks

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Read Answer Asked by George on May 09, 2018

• Sherritt International Corporation (S $0.13)
  • $0.13 Cap: $62M
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Q: Hello 5i team! Can I please have your opinion on S. Would you buy it at this price? What are your thoughts on the outlook for nickle in general? Base metals?

Thanks!

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Read Answer Asked by David on May 09, 2018

• Canadian Natural Resources Limited (CNQ $43.24)
  • $43.24 P/E (TTM): 10.62X Cap: $89.43B
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Q: Given the recent news, is CNQ a BUY now? Thanks!

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Read Answer Asked by Austin on May 09, 2018

• iShares Russell 2000 Growth ETF (IWO $309.69)
  • $309.69 P/E (TTM): 45.65X Cap: $12.55B
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• Vanguard Dividend Appreciation FTF (VIG $214.63)
  • $214.63 P/E (TTM): 24.05X Cap: $92.56B
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• INVESCO QQQ Trust (QQQ $580.70)
  • $580.70 P/E (TTM): 32.64X Cap: $367.25B
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• Vanguard Total Stock Market ETF (VTI $321.80)
  • $321.80 P/E (TTM): 25.87X Cap: $500.62B
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• Vanguard High Dividend Yield Indx ETF (VYM $140.78)
  • $140.78 P/E (TTM): 18.83X Cap: $61.11B
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Q: In our RRSP we hold the above etfs for US exposure. Does 5i see any sector not covered with these ETFs?
Or would you recommend selling any of these ETFs due to too much overlap? We are approaching retirement, but I don’t think that would be a factor in this question. Thank you

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Read Answer Asked by Kim on May 09, 2018

• Invesco Ltd (IVZ $22.16)
  • $22.16 P/E (TTM): 23.66X Cap: $9.91B
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Q: Should i consider IVZ a good long therm fairly safe for income as part of my foreign exposure,i'm74.
Very comfortable with your service.
Dan

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Read Answer Asked by DANIEL on May 09, 2018

• BMO Aggregate Bond Index ETF (ZAG $13.92)
  • $13.92 Cap: $11.29B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.47)
  • $28.47 Cap: $8.26B
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.22)
  • $23.22 Cap: $5.73B
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Q: As between the two Canadian Fixed Income ETFs - XBB, VAB and ZAG - which ones) would be your choice? Or would it make sense to have exposure to all?

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Read Answer Asked by M on May 09, 2018

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.71)
  • $46.71 P/E (TTM): 5.95X Cap: $18.93B
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• Vanguard FTSE Canada Index ETF (VCE $63.34)
  • $63.34 Cap: $2.56B
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Q: As between the two Canadian Equity ETFs - XIC and VCE - which one would be your choice?

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Read Answer Asked by M on May 09, 2018

• Roland Mineral Enterprises Corp. (RME $0.22)
  • $0.22 Cap: $32M
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Q: Hi 5i,
Please comment on Q1 results. The stock appears to be taking a little hit this morning.
Love your service!
Al

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Read Answer Asked by Al on May 09, 2018

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: How does it compare to other Industrial REITS? Is this area becoming over-built compared to Office, Residental etc.

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Read Answer Asked by Gordon on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Feel free to ignore this if you are getting a bunch of questions about LIQ. But, can you comment on earnings, the overall direction of the business and trust in the management team?

Thank you.

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Read Answer Asked by Alex on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Can you please comment on the earnings release.

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Read Answer Asked by Janice on May 09, 2018

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,421.00)
  • $2,421.00 P/E (TTM): 8.39X Cap: $52.17B
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Q: Hi Peter, Prem is certainly a smart cookie, but what does he see in Torstar that makes him such a fan ? Thanks, Paul

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Read Answer Asked by Paul on May 09, 2018

• Alphabet Inc. (GOOG $239.56)
  • $239.56 P/E (TTM): 24.96X Cap: $2.89T
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• Microsoft Corporation (MSFT $500.37)
  • $500.37 P/E (TTM): 36.52X Cap: $3.70T
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Q: I would like to purchase either Microsoft or Google. I am looking at a five year or more time period. Which of the two would you recommend purchasing and your reasons and comments would be appreciated. Thanks

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Read Answer Asked by Brian on May 09, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Can you tell me your general thoughts about canwel? Is this divvy safe? Would they get hit in a housing slowdown?

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Read Answer Asked by Cory on May 09, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on May 09, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Kinaxis Inc. (KXS $186.58)
  • $186.58 P/E (TTM): 160.54X Cap: $5.36B
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• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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• Savaria Corporation (SIS $20.48)
  • $20.48 P/E (TTM): 27.16X Cap: $1.46B
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• Box Inc. Class A (BOX $32.70)
  • $32.70 P/E (TTM): 26.7X Cap: $4.86B
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• Rapid7 Inc. (RPD $19.47)
  • $19.47 P/E (TTM): 49.05X Cap: $1.32B
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Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!

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Read Answer Asked by Rick on May 09, 2018

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $43.96)
  • $43.96 P/E (TTM): 13.12X Cap: $9.97B
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Q: Could comment on their earnings today.
The fact that they have doubled their dividend seems very bullish.Would you recommend taking a initial position at this time?
What is the payout ratio?
Thanks

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Read Answer Asked by Thomas on May 09, 2018