Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $292.98)
  • $292.98 P/E (TTM): 4.55X Cap: $11.73B
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• Vanguard Dividend Appreciation FTF (VIG $206.00)
  • $206.00 P/E (TTM): 53.74X Cap: $90.49B
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• INVESCO QQQ Trust (QQQ $560.27)
  • $560.27 P/E (TTM): 59.46X Cap: $360.45B
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• Vanguard Total Stock Market ETF (VTI $309.16)
  • $309.16 P/E (TTM): 53.77X Cap: $480.73B
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• Vanguard High Dividend Yield Indx ETF (VYM $134.27)
  • $134.27 P/E (TTM): 45.23X Cap: $59.57B
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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 $21.17)
  • $21.17 P/E (TTM): 16.49X Cap: $9.36B
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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 $13.76)
  • $13.76 Cap: $11.16B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.92)
  • $22.92 Cap: $5.67B
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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 $44.02)
  • $44.02 P/E (TTM): 5.54X Cap: $17.57B
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• Vanguard FTSE Canada Index ETF (VCE $60.08)
  • $60.08 P/E (TTM): 31.44X Cap: $2.39B
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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

• Rocky Mountain Dealerships Inc. (RME $7.40)
  • $7.40 P/E (TTM): 15.8X Cap: $142M
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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 $2,418.63)
  • $2,418.63 P/E (TTM): 10.02X Cap: $51.83B
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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 $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
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• Microsoft Corporation (MSFT $527.75)
  • $527.75 P/E (TTM): 40.53X Cap: $3.98T
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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 $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.86B
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• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.41B
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• Box Inc. Class A (BOX $31.57)
  • $31.57 P/E (TTM): 24.49X Cap: $4.57B
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• Rapid7 Inc. (RPD $20.17)
  • $20.17 P/E (TTM): 50.9X Cap: $1.33B
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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 $39.04)
  • $39.04 P/E (TTM): 11.8X Cap: $9.17B
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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

• Walmart Inc. (WMT $99.31)
  • $99.31 P/E (TTM): 42.09X Cap: $794.76B
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Q: Judging by this mornings pre-market action, investors don’t seem to like the Flipkart deal. Is this because of the hit on the earnings in the short/mid term?

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Read Answer Asked by John on May 09, 2018

• Cognex Corporation (CGNX $41.86)
  • $41.86 P/E (TTM): 59.51X Cap: $7.02B
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018

• TD International Equity Index ETF (TPE $25.11)
  • $25.11 P/E (TTM): 16.72X Cap: $3.12B
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Q: I own TD International Index-e, which has been a solid low-MER performer; however, I noticed that TD now has a new ETF called TD International Equity Index ETF (TPE) which has even lower MER. Does it make sense to switch from the fund to the ETF (in registered accounts, where no capital gain would be triggered)?

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Read Answer Asked by M on May 09, 2018

• Calfrac Well Services Ltd. (CFW $3.86)
  • $3.86 P/E (TTM): 19.4X Cap: $333M
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Q: Can you please give me your opinion of Calfrac for a buy right now?

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Read Answer Asked by Susan and Philip on May 09, 2018

• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
  • View ENF Profile
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Q: how does today's sale of some assets for over $1bln maximize shareholder value for ENF holders?
or did they just sell and give the money to ENB?

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Read Answer Asked by adam on May 09, 2018

• AltaGas Ltd. (ALA $40.80)
  • $40.80 P/E (TTM): 21.84X Cap: $12.20B
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Q: Peter,

Could you please advise whether ala.r still makes more sense as an investment than ala. Correct me if I've got anything wrong here: Given the share price difference between when receipts were issued ($31) and today's share price (~$25). If the WGL merger fails, one gets the $31, right? If it succeeds, one gets equivalent shares in ala which appears to be making a decent recovery in share price. Meanwhile, one collects the ~9% dividend.

The only downside I see to ala.r versus ala is that the bid/ask spread is wider (is this because it trades more thinly). In this case, do you recommend a limit order?

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Read Answer Asked by David on May 09, 2018