Investment Q&A

• Lexington Biosciences Inc (LNB)
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Q: Hi Peter and team,
This is a company that will soon go for FDA trials for a medical device which will attempt to measure non invasively the extent of heart disease a person has. Its early days I know, but sounds quite unique. Can you give me your take on this company for a very small initial purchase. Gerry

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Read Answer Asked by Gerry on March 09, 2018

• Wayfair Inc. Class A (W $103.51)
  • $103.51 Cap: $13.34B
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Q: Hello 5i,
Could I have your current assessment of Wayfair. They have lots of cash and seem to be investing heavily in future growth. I already own Amazon and find W intriguing.
Thanks
Dave

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Read Answer Asked by Dave on March 09, 2018

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.73)
  • $20.73 P/E (TTM): 49.74X Cap: $725M
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• BMO US High Dividend Covered Call ETF (ZWH $24.94)
  • $24.94 P/E (TTM): 19.44X Cap: $1.07B
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Q: Hi 5I.

I'm looking for ETFs that are comparable to ZWH and ZWE..
I have these in my RRSP now and would like similar ETFs for my TFSA for more diversification or these are diversified enough?

Thanks

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Read Answer Asked by Stephen on March 09, 2018

• Blockchain Technologies ETF (HBLK $29.80)
  • $29.80 P/E (TTM): 22.09X Cap: $30M
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Q: Hello 5I, thanks for your great information.
I am probably not looking in the right place but I seek to find some of your thoughts about blockchain technology and where you think an investment could be made in this field.
Regards Bob

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Read Answer Asked by Robert on March 09, 2018

• American Hotel Income Properties REIT LP (HOT.UN $0.34)
  • $0.34 Cap: $27M
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Q: Hi can you give me your opinion of their latest results is it safe to add a bit more here is the div ok

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Read Answer Asked by Dale on March 09, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.17)
  • $60.17 P/E (TTM): 108.33X Cap: $29.52B
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• Hudbay Minerals Inc. (HBM $22.48)
  • $22.48 P/E (TTM): 22.14X Cap: $8.79B
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Q: Hi 5i,

Why does Teck trade at much cheaper P/E multiple when compared to HBM (for example)?

Thanks!

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Read Answer Asked by David on March 09, 2018

• Bank of Montreal (BMO $174.23)
  • $174.23 P/E (TTM): 14.61X Cap: $123.95B
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Q: BANK OF MONTREAL 1.81% NON CUM 5YR RT RST CL B PFD SER 25
BMO.PR.Q
How do rate reset like THIS horrible thing work? How does value react to interest rate changes? Specifically, is the above security, which is down substantially, worth keeping now that it has already lost much value? OR are the funds better deployed elsewhere if one is conservative and looking for Canadian dollar income, preferably dividend?

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Read Answer Asked by Adam on March 09, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.17)
  • $60.17 P/E (TTM): 108.33X Cap: $29.52B
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Q: Hello,
Any reason for the 5% drop yesterday for TECK? Is this a good entry point?

Thanks.

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Read Answer Asked by Douglas on March 09, 2018

• Miscellaneous (MISC)
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Q: Good day,

For a long-term horizon including dividends into retirement (about 10 years away), what level of investments in banks, Canadian and foreign, would you consider to be the maximum for an otherwise diversified portfolio? My only foreign bank is ING.

Thanks for the help!

Derek

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Read Answer Asked by Derek on March 09, 2018

• Chartwell Retirement Residences (CSH.UN $20.67)
  • $20.67 P/E (TTM): 92.64X Cap: $5.93B
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• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $581M
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• Savaria Corporation (SIS $22.01)
  • $22.01 P/E (TTM): 28.34X Cap: $1.56B
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• Novo Nordisk A/S (NVO $49.46)
  • $49.46 P/E (TTM): 14.59X Cap: $363.68B
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Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

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Read Answer Asked by David on March 09, 2018

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Please let me know your thoughts on MSI's earnings.
Thanks.

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Read Answer Asked by Gregory on March 09, 2018

• Enghouse Systems Limited (ENGH $20.81)
  • $20.81 P/E (TTM): 14.98X Cap: $1.12B
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Q: any news of value on the cc that you can share? Thx

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Read Answer Asked by blake on March 09, 2018

• Baylin Technologies Inc. (BYL $0.31)
  • $0.31 Cap: $47M
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Q: can you comment on this company?

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Read Answer Asked by kelly on March 09, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $20.83)
  • $20.83 P/E (TTM): 16.41X Cap: $2.15B
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Q: Hi 5i! What is your take on the weakness after what seemed to be good Q4 results. Could it be the results were already priced in? Disappointing 2018 guidance? Multiple contraction? General market conditions?
Thank you!

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Read Answer Asked by Stéphane on March 09, 2018

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.34)
  • $48.34 P/E (TTM): 6.15X Cap: $19.69B
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• SPDR S&P 500 ETF Trust (SPY $682.06)
  • $682.06 P/E (TTM): 27.29X Cap: $686.61B
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• ProShares Short S&P500 -1x Shares (SH $36.27)
  • $36.27 Cap: $1.24B
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Q: A guest on BNN said he hedged his equity positions by index hedges.What are they and could you give me an example. thanks James

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Read Answer Asked by JAMES on March 09, 2018

• Leggett & Platt Incorporated (LEG $9.34)
  • $9.34 P/E (TTM): 8.05X Cap: $1.28B
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Q: Do you consider LEG.us a value stock or value AND growth? Is it reasonable to buy at current levels for a conservative investor with an eye to long term growth and some dividend? Its ROE seems good, but PEG is almost 2 (1.95, I think). If you have other suggestions I would appreciate them very much

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Read Answer Asked by Adam on March 09, 2018

• New Gold Inc. (NGD $10.33)
  • $10.33 P/E (TTM): 37.23X Cap: $8.16B
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Q: Can you give me an updated opinion on New Gold. Is it a buy at this level and in your opinion what can we expect going forward?
Thank you.

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Read Answer Asked by Martin on March 09, 2018

• Covalon Technologies Ltd. (COV $2.29)
  • $2.29 P/E (TTM): 28.75X Cap: $62M
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• Baylin Technologies Inc. (BYL $0.31)
  • $0.31 Cap: $47M
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Q: Good morning. From where they are now which one has the greatest growth potential? COV or BYL? Thanks

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Read Answer Asked by Colette on March 09, 2018

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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Q: Greetings. Latest results look improved. Is the worst behind them and do you think this is a reasonable investment at this stage. I currently own WSP global but am looking to add another position. With the questionable action on Aecon and Stantec's results, SNC seems to be a better option with more global exposure.
Your thoughts.

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Read Answer Asked by kelly on March 09, 2018

• Covalon Technologies Ltd. (COV $2.29)
  • $2.29 P/E (TTM): 28.75X Cap: $62M
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Q: Do you know if anything of interest came up at the annual meeting , yesterday?

Thanks

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Read Answer Asked by Robert on March 09, 2018