Investment Q&A

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.84X Cap: $784M
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• Magna International Inc. (MG $58.48)
  • $58.48 P/E (TTM): 10.02X Cap: $16.76B
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• AirBoss of America Corp. (BOS $5.33)
  • $5.33 Cap: $144M
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Q: I know 5i's focus is not value investing but could I get the top 3 picks from your coverage universe that would fit or somewhat fit the criteria of a "value" stock at current prices.

Thanks

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Read Answer Asked by Rob on January 06, 2017

• Premium Brands Holdings Corporation (PBH $92.42)
  • $92.42 P/E (TTM): 35.01X Cap: $4.14B
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• Colabor Group Inc. (GCL $0.79)
  • $0.79 Cap: $80M
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Q: Happy holidays to staff and members.

Would it ever make sense for pbh to purchase gcl? Does the ownership structure of gcl make that a possibility? Gcl has such a low market cap but has significant revenue, I wonder if pbh would be able to ring value out of the company?

Regards,

Robert

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Read Answer Asked by Robert on January 06, 2017

• Cameco Corporation (CCO $106.00)
  • $106.00 P/E (TTM): 86.18X Cap: $46.14B
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• Denison Mines Corp. (DML $2.93)
  • $2.93 Cap: $2.62B
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Q: Happy New Year to all at 5I!

What`s going on with the uranium sector. Seems to be on fire.

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Read Answer Asked by Irshad on January 06, 2017

• Miscellaneous (MISC)
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Q: I want to put some money in semiconductor stocks. Do you have a company name or ETF that you would recommend? thanks

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Read Answer Asked by Brian on January 06, 2017

• Miscellaneous (MISC)
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Q: Hello 5i

Can you give me 4 names for Artifical Intelligence as that area looks good moving forward

Thanks Mike B

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Read Answer Asked by Mike on January 06, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: can you give me your opinion on PIH any reason for its recent move

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Read Answer Asked by paul on January 06, 2017

• AirBoss of America Corp. (BOS $5.33)
  • $5.33 Cap: $144M
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Q: Hello 5i,

Just wondering if there is any company specific new on BOS recent recovery or is it likely related to an industrial Trump Bump and tax loss selling recovery? Is it still worth holding on to for a higher exit price?

Thanks,
Angelo

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Read Answer Asked by Angelo on January 06, 2017

• Miscellaneous (MISC)
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Q: What are your favorite blogs that you read everyday? Trying to increase my market awareness. If you were to devote one hour per day to your investments what would you do to "stay in the loop"?
Thank You Ron

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Read Answer Asked by Ronald on January 06, 2017

• Nike Inc. (NKE $74.19)
  • $74.19 P/E (TTM): 34.35X Cap: $109.57B
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Q: I am considering taking a position in Nike, using the thesis that its better value to buy a strong company beat up rather than a momentum play. Your opinion gentlemen.

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Read Answer Asked by Leo on January 06, 2017

• Data Communications Management Corp. (DCM $1.51)
  • $1.51 P/E (TTM): 12.58X Cap: $83M
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Q: Do you think DCM is financially strong enough to pay back the principal on their convertible debentures maturing 30/06/17? Do you think it is a reasonable buying opportunity at current levels?

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Read Answer Asked by Robert on January 06, 2017

• BMO US High Dividend Covered Call ETF (ZWH $23.67)
  • $23.67 P/E (TTM): 42.96X Cap: $1.04B
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• BMO US Put Write ETF (ZPW $15.28)
  • $15.28 P/E (TTM): 63.3X Cap: $72M
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Q: Hi 5i team,
My US portfolio is currently about 9% and consists of GOOG, FB, SBUX, GE, MCD, PM & DEO. I want to buy ETFs to bring the % up to around 20%. In a recent newspaper article about the high valuation of US stocks and possible volatility, the author recommended ZWH and ZPW instead of buying broad base market ETF.
What are your opinions of these two ETFs? Would they be useful tool to reduce risk while still participate in the US stock market if it goes up and also earn some dividends? Which one of the two is more effective or they should be employed as a pair? Many thanks.

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Read Answer Asked by Willie on January 06, 2017

• Tembec Inc. (TMB $5.18)
  • $5.18 P/E (TTM): 11.4X
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Q: The price for tembec had been incresed 100% for last 1 & 1/2 months with above average volume. Is there any specific events that can explain for hugh jump ?

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Read Answer Asked by denis on January 06, 2017

• Diamedica Therapeutics Inc. (DMA $4.63)
  • $4.63 Cap: $198M
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Q: I have recently purchased this company and would like your opinion.

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Read Answer Asked by Bill on January 06, 2017

• Celestica Inc. (CLS $285.87)
  • $285.87 P/E (TTM): 46.48X Cap: $32.87B
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Q: Hi 5i! It has been a long time since anybody asked about Celestica. Don't even hear it talked about on bnn these days. Any new thoughts? Is this one to consider for some tech exposure? Thank you.

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Read Answer Asked by Adam on January 06, 2017

• iShares U.S. Preferred Stock (PFF $31.16)
  • $31.16 P/E (TTM): 18.67X Cap: $14.18B
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Q: I would like to hold PFF in my US$ portfolio for at least one to two years in my RRSP. Do envision any serious risks by way of interest rates over this term?

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Read Answer Asked by Greg on January 06, 2017

• BMO Covered Call Utilities ETF (ZWU $11.26)
  • $11.26 P/E (TTM): 47.01X Cap: $1.86B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.39)
  • $24.39 P/E (TTM): 38.82X Cap: $719M
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Q: I'm interested in buying into the utility sector through an ETF. ZUT holds Canadian stocks and has a yield of 4.98%. 99% of the distribution are eligible dividends.

ZWU holds a mix of Canadian and US stocks with about 45% each of eligible dividends and ROC along with 10% foreign income. The yield is 6.64%.

If we factor in the DTC, there's not a lot of yield difference. What are the reasons for your choice of ETFs? Thanks

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Read Answer Asked by Tim on January 06, 2017

• Helius Medical Technologies Inc. Class A common shares (HSM $18.35)
  • $18.35 Cap: $12M
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Q: Happy New Year. I have a small position in this company, and I am up nicely. I am aware of the risks associated with this type of investment, however, I feel it is worth a small position (1%. Your thought on catalysts that would move this stock. If they succeed I am hoping for a double from here.

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Read Answer Asked by william on January 06, 2017

• MINT Income Fund (MID.UN $7.22)
  • $7.22 P/E (TTM): 15.83X Cap: $92M
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• iShares Diversified Monthly Income ETF (XTR $11.43)
  • $11.43 P/E (TTM): 9.62X Cap: $357M
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Q: Hello Gentlemen,

What is your opinion of MID.UN and XTR at this time !

Thank you

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Read Answer Asked by Frank on January 06, 2017

• CenturyLink Inc. (CTL)
  • P/E (TTM): 9.7X Cap: $12.07B
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Q: What do you think of CTL as an income play in a well diversified portfolio, assuming the Level 3 merger goes ahead?

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Read Answer Asked by David on January 06, 2017

• Hanesbrands Inc. (HBI $4.84)
  • $4.84 Cap: $1.71B
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Q: I read your 29 Aug 16 comments on HBI. There SP may have found some level of support. I would appreciate your quick analysis of their fundamentals.

Thanks in advance.

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Read Answer Asked by Bob on January 06, 2017