Investment Q&A

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.15)
  • $40.15 P/E (TTM): 14.87X Cap: $1.04B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.23)
  • $103.23 Cap: $2.25B
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• Invesco BuyBack Achievers ETF (PKW $132.77)
  • $132.77 P/E (TTM): 15.09X Cap: $1.51B
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Q: Very useful. Do you have a suggestion for a ETF that uses both filters ( buyback and increased dividend ) to sort companys.
Great work.

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Read Answer Asked by Peter on September 15, 2016

• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 52.86X Cap: $4.49T
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Q: Hello 5i,
Which would you choose for greater growth over the next 2-3 years NVDA or QCOMM?
Thanks
Dave

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Read Answer Asked by Dave on September 15, 2016

• North Shore Uranium Ltd. (NSU $0.19)
  • $0.19 Cap: $14M
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Q: Good value ?

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Read Answer Asked by j stuart on September 15, 2016

• Miscellaneous (MISC)
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Q: 5i

Appreciate your comments in regard to the next USA President. What do you beleive the markets in general will do and what will happen with commodities, oil, gas and gold if Hillary gets elected or
if Trump gets elected. Some pundants Are saying gold will soar if Trump wins and markets will drop 20%. If Hillary wins then markets will be volatile as people do not trust the establishment.

Wayne

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Read Answer Asked by Wayne on September 15, 2016

• iShares Russell 2000 Growth ETF (IWO $324.23)
  • $324.23 P/E (TTM): 21.85X Cap: $13.14B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.56)
  • $46.56 P/E (TTM): 16.97X Cap: $659M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.23)
  • $103.23 Cap: $2.25B
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Q: Hello 5i: Can you provide me with two Canadian ETFs equivalent to VIG and IWO.
I believe the foreign exchange rate + 15% withholding tax (clipped at source) + CAD dollar uptrend (It could happen), are sufficient reasons not to go US-bound
Thanks

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Read Answer Asked by Fernando on September 15, 2016

• Skechers U.S.A. Inc. (SKX)
  • P/E (TTM): 14.43X Cap: $9.48B
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Q: Hi, While US stocks are not your mandate can you help me with this one? Down almost 40% from when I bought it, it keeps going down tho you said earlier it's "growth prospects are good." Why? Should I give up or hold on?

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Read Answer Asked by Graeme on September 15, 2016

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Please let me know what you think of Sierra Wireless.
Thanks

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Read Answer Asked by DEBORAH on September 15, 2016

• Sylogist Ltd. (SYZ $6.21)
  • $6.21 Cap: $145M
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Q: SYZ has been weak the past few days. Anything to be concerned about? Is this a good point to buy to complete a full position?

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Read Answer Asked on September 15, 2016

• Miscellaneous (MISC)
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Q: Hi 5i , I guess when you talk about growth of a company, you are referring to their estimated future earning. Do you have a list of top 10 growth companies and their rates of growth?

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Read Answer Asked by victor on September 15, 2016

• Algonquin Power & Utilities Corp. (AQN $8.09)
  • $8.09 Cap: $6.20B
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Q: My portfolio consists of 6-7% Utilities. I would like to add AQN. With everyone targeting Utilities as a sector to suffer under higher rates, is this a good idea? If so would you suggest the common or the Investment receipts and how big a position.

Thanks to the Team


.

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Read Answer Asked by Warren on September 15, 2016

• McKesson Corporation (MCK $750.13)
  • $750.13 P/E (TTM): 29.69X Cap: $93.30B
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Q: Hello.
With the big drop in this company and the insider selling would you suggest selling or holding. Your advice will be appreciated

Thank you
Barbara

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Read Answer Asked by Barbara on September 15, 2016

• Great-West Lifeco Inc. (GWO $57.50)
  • $57.50 P/E (TTM): 14.35X Cap: $53.17B
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• Sun Life Financial Inc. (SLF $84.87)
  • $84.87 P/E (TTM): 15.58X Cap: $48.24B
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Q: Hello Guys,

How do you feel about these two insurance companies ? Currently, my position in insurance companies is strictly GWO. I am considering taking my loss in GWO, selling some GWO and purchasing SLF to better balance that sector.

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Read Answer Asked by Robbie on September 15, 2016

• First Solar Inc. (FSLR $227.89)
  • $227.89 P/E (TTM): 19.62X Cap: $24.44B
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Q: Hi 5i,
What would you do with First Solar given the factors behind its recent plummeting? Is it an outright sell? I can afford to take a 3-5 year view with it, if it makes sense to do so. I am down substantially on the position but it is in a registered account so there is no tax loss angle to it. Nominally I think of the holding as part of a relatively small speculative pool within my portfolio so there are no real sector balancing consequences one way or another. Grateful for any thoughts. Thanks!

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Read Answer Asked by Lance on September 15, 2016

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: I modeled my income fund portfolio on the 5IR portfolio. One opening is an AGU position. I am hesitating taking a position because of merger with Potash. Question...what is the down$ide risk of getting into AGU now, in particular to market share price, aka the book value, or is there a substitute TSX name or ETF?
......Thanks......Tom

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Read Answer Asked by Tom on September 15, 2016

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: I recently purchased PIH based on its growth prospects and low multiple. I'm down 20% in two weeks and wondering if I missed something. I know that they have had huge run and that the quarter was only okay but it still looks cheap to me. I would like to hold PIH for a minimum of 4 quarters. I appreciate your thoughts.

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Read Answer Asked by Brad on September 15, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $126.41)
  • $126.41 P/E (TTM): 16.9X Cap: $28.36B
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• Open Text Corporation (OTEX $53.16)
  • $53.16 P/E (TTM): 23.41X Cap: $13.51B
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Q: Would you advise a full position for both OTC and GIB.A at this time ?

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Read Answer Asked by Serge on September 15, 2016

• Sylogist Ltd. (SYZ $6.21)
  • $6.21 Cap: $145M
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• Stella-Jones Inc. (SJ $79.95)
  • $79.95 P/E (TTM): 13.63X Cap: $4.41B
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Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views

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Read Answer Asked by Peter on September 15, 2016

• Sylogist Ltd. (SYZ $6.21)
  • $6.21 Cap: $145M
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Q: Can you please comment on this Seeking Alpha article from September 6th?

http://seekingalpha.com/article/4004343-sylogist-curious-buyback-behavior

Regards,

Robert

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Read Answer Asked by Robert on September 14, 2016

• QHR Corporation (QHR $3.09)
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Q: Given that Telus has been working closely with QHR; I had been wondering even before the Loblaw offer why Telus would not just buy QHR. Is Telus an aquisitive sort of company? What are the odds on a last minute offer from Telus? Is QHR worth more than $3.10/share?
Thank you for your honest advice and opinions
Clarence

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Read Answer Asked by Clarence on September 14, 2016

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Could I get your analysis on MNW and would you consider it a buy at this time.
Thank You Dave

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Read Answer Asked by DAVID on September 14, 2016