Investment Q&A

• QUALCOMM Incorporated (QCOM $130.47)
  • $130.47 P/E (TTM): 26.09X Cap: $140.40B
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• Duke Energy Corporation (Holding Company) (DUK $130.75)
  • $130.75 P/E (TTM): 21.19X Cap: $103.45B
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• JPMorgan Chase & Co. (JPM $287.74)
  • $287.74 P/E (TTM): 14.3X Cap: $773.75B
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• Coca-Cola Company (The) (KO $75.97)
  • $75.97 P/E (TTM): 25.6X Cap: $333.91B
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• 3M Company (MMM $145.08)
  • $145.08 P/E (TTM): 24.99X Cap: $78.50B
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• Pfizer Inc. (PFE $27.32)
  • $27.32 P/E (TTM): 19.57X Cap: $156.14B
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• Procter & Gamble Company (The) (PG $146.71)
  • $146.71 P/E (TTM): 22.54X Cap: $352.03B
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• BMO Aggregate Bond Index ETF (ZAG $13.71)
  • $13.71 Cap: $12.25B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.95)
  • $42.95 P/E (TTM): 16.81X Cap: $1.13B
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• Schwab US Dividend Equity ETF (SCHD $30.58)
  • $30.58 P/E (TTM): 16.74X Cap: $83.82B
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Q: I just retired with no pension and living off my portfolio. I’m sitting on a lot of cash right now with very little US investments. I would like to start buying slowly. What would you suggest. Preferably ETF’s listed on the TSX with the odd US stock. Thanks

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Read Answer Asked by HEATH on September 21, 2020

Q: To what do you attribute this mornings sharp sell-off?

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Read Answer Asked by Don on September 21, 2020

• Valeo Pharma Inc - Ordinary Shares (VPH $0.66)
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Q: Valeo's business model seems to be to acquire rights to drugs in niche markets that wouldn't appeal to the larger drug companies.
What would be your outlook on the company and its strategy. Many thanks.

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Read Answer Asked by Don on September 21, 2020

• Roku Inc. (ROKU $95.66)
  • $95.66 Cap: $14.19B
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• DocuSign Inc. (DOCU $48.90)
  • $48.90 P/E (TTM): 32.74X Cap: $9.52B
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• ARK Innovation ETF (ARKK $71.41)
  • $71.41 P/E (TTM): 42.21X Cap: $6.77B
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Q: For a 5 yr hold, what are your 3 favourite companies in this ETF ? I'd appreciate your thoughts about these 3 companies. Thanks.

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Read Answer Asked by Norman on September 21, 2020

Q: Dear 5i,

Re Peter's article in the Financial Post article Sept. 17;
A comment was made about how an individual investor might
make a simple structured investment product using T-bills and call options. This interests me and I would like to learn more about how to do this and the risk and return behind this strategy. Can you please suggest some good reading material.

thanks
Ian

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Read Answer Asked by Ian on September 21, 2020

• Chevron Corporation (CVX $198.61)
  • $198.61 P/E (TTM): 29.69X Cap: $395.02B
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Q: What is your opinion on the safety of Chevron's dividend?

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Read Answer Asked by Brett on September 21, 2020

• American Well Corporation Class A (AMWL $5.59)
  • $5.59 Cap: $92M
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Q: Thoughts on AMWL and the IPO? Did not double or run up too crazy like some of the other recent IPOs. Thinking in 3-5 years a sub $25 purchase price may look good. I like the Google backing and the optionality with what they can do together with the Google technology and Fitbit acquisition. Any interest in this company or is TDOC the go to name?

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Read Answer Asked by Sal on September 21, 2020

• Novo Resources Corp. (NVO $0.10)
  • $0.10 Cap: $31M
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• New Found Gold Corp. (NFG $2.66)
  • $2.66 Cap: $715M
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Q: Hi crew, when I conduct a search for NFG it does not appear as an option - why is that?
Secondly, could you please provide your quick analysis on the stock?

Thank you, Kevin

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Read Answer Asked by Kevin on September 21, 2020

• BigCommerce Holdings Inc. (BIGC)
  • Cap: $382M
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Q: Can you please give some insight into the big drop on BIGC? Is this a good price to buy in right now? What’s your short term and long-term outlook for this company? Thank you for your help!

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Read Answer Asked by TRINA on September 21, 2020

• Illumina Inc. (ILMN $122.95)
  • $122.95 P/E (TTM): 21.81X Cap: $18.47B
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Q: How much further might Illumina stock fall if the rumoured buy of Gral takes place? Also, why is the market taking such an adverse view of thIs transaction or are other factors at play?

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Read Answer Asked by Barbara on September 21, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
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• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $87.64)
  • $87.64 P/E (TTM): 19.22X Cap: $15.17B
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• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $25.60)
  • $25.60 P/E (TTM): 11.55X Cap: $1.96B
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Q: CCL used to be a high flyer. not now . did something change.
if i want to replace it would ITPgood .it has an attractive yield and a manager had it as his top pick on BNN.
if not any suggestion

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Read Answer Asked by thambirajah on September 21, 2020

• iShares Diversified Monthly Income ETF (XTR $11.88)
  • $11.88 P/E (TTM): 18.54X Cap: $368M
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Q: What is your view of return of capital ETF's, like XTR...in particular, do you think they are sustainable and are there any risks that stand out which do not apply to other ETF models? Thank you.

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Read Answer Asked by Curtis on September 21, 2020

• Chorus Aviation Inc. 5.75% Senior Unsecured Debentures due December 31 2024 (CHR.DB.A $99.96)
  • $99.96 P/E (TTM): 5.29X
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Q: Would you know of any reason that there is a further decline in this debenture? The review of the company's financials and other news on their website has provided no indication of any financial issues, on the contrary, there appears to be sufficient liquidity. I thought debentures from established companies would have stability...
Thank you for further clarification!

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Read Answer Asked by Sigrid on September 21, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.45)
  • $100.45 Cap: $2.26B
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Q: Good Day Team,
Looking at VGG and it seems to look quite well. Would this be a good time to purchase?

Thank you,
John G.

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Read Answer Asked by John on September 21, 2020

• BMO Equal Weight REITs Index ETF (ZRE $22.52)
  • $22.52 P/E (TTM): 25.68X Cap: $599M
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.09)
  • $36.09 P/E (TTM): 13.77X Cap: $3.49B
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.77)
  • $15.77 P/E (TTM): 63.09X Cap: $1.10B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.44)
  • $66.44 P/E (TTM): 12.53X Cap: $6.64B
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Q: Hi

I am retiring in the near future and am looking at increasing my income based positions. I am looking for a REIT or ETF. Can you suggest any? Currently I am not holding any.

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Read Answer Asked by Stuart on September 21, 2020

• Franco-Nevada Corporation (FNV $333.52)
  • $333.52 P/E (TTM): 53.57X Cap: $67.32B
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Q: On Friday the stock dropped . Factors that may be responsible could be:
- Triple witching expiry
- US Dollar trend down
- Gold price is moving up but slowing
There was a large volume.

Your thoughts on what may explain the drop.

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Read Answer Asked by Doug on September 21, 2020

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $22.59)
  • $22.59 P/E (TTM): 7.54X Cap: $530M
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Q: How long should I hold CHR waiting for rebound? selling now would create a huge loss for me. I have 40,000 shares book price ...cost $6.18......selling now at $2.50 ..I don't need capital or diividends (they have been suspended)

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Read Answer Asked by JAMES on September 21, 2020

• Graycliff Exploration Limited (GRAY $0.19)
  • $0.19 Cap: $2M
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Q: Hi gang. thoughts on Graycliff Exporation as a speculative gold play.
Thanks
Rob

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Read Answer Asked by Robert on September 21, 2020

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.68)
  • $46.68 P/E (TTM): 23.12X Cap: $18.84B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.24)
  • $44.24 P/E (TTM): 1.18X Cap: $9.08B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.75)
  • $44.75 P/E (TTM): 6.04X Cap: $3.67B
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Q: Hi 5i
I am looking to add international exposure to my portfolio and would like your recommendations

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Read Answer Asked by Peter on September 21, 2020

Q: Am I able to buy shares in Samsung, and if so how would I do so ?....please and thank you...Cheers

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Read Answer Asked by Cam on September 21, 2020