Investment Q&A

• BMO US Dividend ETF (ZDY $50.48)
  • $50.48 P/E (TTM): 20.74X Cap: $698M
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• BMO US High Dividend Covered Call ETF (ZWH $25.12)
  • $25.12 P/E (TTM): 19.44X Cap: $1.08B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.16)
  • $104.16 Cap: $2.26B
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• iShares Core S&P Total U.S. Stock Market ETF (ITOT $148.14)
  • $148.14 P/E (TTM): 27.15X Cap: $79.22B
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• BMO Covered Call US Banks ETF (ZWK $25.40)
  • $25.40 P/E (TTM): 12.52X Cap: $319M
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Q: Hi
Would it be a wise to replace the 4 mentioned above with ITOT in my RRSP.

Thank you Mike.

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Read Answer Asked by Mike on June 02, 2020

• Evertz Technologies Limited (ET $12.63)
  • $12.63 P/E (TTM): 15.66X Cap: $952M
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Q: Hi Peter.
What is your thoughts on Evertz business and the current valuation.

They generate alot of free cash flow, have no debt, post high returns on invested capital and have shown modest growth.

Why does the market not give this tech beauty a little more love ? Seems like the price gets "stuck" and there is not a fundamental group of investors behind the equity who will bridge the value into the price. Your thoughts please.

Respect

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Read Answer Asked by Patrick on June 02, 2020

• BioSyent Inc. (RX $11.20)
  • $11.20 P/E (TTM): 15.57X Cap: $128M
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Q: Please comment on the most recent results. Thanks.

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Read Answer Asked by Murray on June 02, 2020

• Salesforce Inc. (CRM $254.83)
  • $254.83 P/E (TTM): 37.07X Cap: $242.59B
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Q: The same mad money programme that featured PYPL Ceo also featured Sales force Ceo. I get the sense the Sales force is an unconvential innovative Company and again don't quite understand the Companies( Salesforce )strength future prospects

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Read Answer Asked by thambirajah on June 02, 2020

• GameSquare Holdings Inc. (GAME $1.80)
  • $1.80 Cap: $178M
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Q: Hi 5i Team. Any update or insight on GAME at this time? Thank you and stay safe.

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Read Answer Asked by Greg on June 02, 2020

Q: I understand the US is moving forward a bill that may cause the delisting of Chinese companies currently listed in US exchanges. I am holding BABA and ZTO (Cayman) for a few years now with good gains. What is going to happen to these currently listed companies if I continue to hold these stocks? Thanks.

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Read Answer Asked by Ford on June 02, 2020

• Heico Corporation (HEI $316.77)
  • $316.77 P/E (TTM): 69.34X Cap: $44.09B
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Q: Good morning guys:
Would you guys buy this name ?

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Read Answer Asked by Mark on June 02, 2020

• International Business Machines Corporation (IBM $307.46)
  • $307.46 P/E (TTM): 46.12X Cap: $287.39B
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Q: Hi, Could I please get your thoughts on this company? As a long term holder, do you think right now is a good time to start a position? Thank you!

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Read Answer Asked by David on June 02, 2020

Q: There's getting to be way to many questions on US stocks,this site was originally supposed to be unbiassed opinions on Canadian stocks.

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Read Answer Asked by terry on June 02, 2020

• Ventas Inc. (VTR $70.39)
  • $70.39 P/E (TTM): 162.7X Cap: $31.99B
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Q: What is your take on first quarter results.
What is your view going forward.
thank you

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Read Answer Asked by JACK on June 02, 2020

• Cemtrex Inc. (CETX $5.49)
  • $5.49 Cap: $3M
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Q: Hi,
Could you comment on CETX?
Thanks!

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Read Answer Asked by Yongwei on June 02, 2020

• Reaves Utility Income Fund of Beneficial Interest (UTG $38.51)
  • $38.51 P/E (TTM): 21.28X Cap: $2.98B
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Q: Hello your thoughts on UTG US

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Read Answer Asked by George on June 02, 2020

• Franco-Nevada Corporation (FNV $266.00)
  • $266.00 P/E (TTM): 46.88X Cap: $51.25B
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Q: GLD is up 0.5% in the last week but FNV is down nearly 10% during this time (and down on the month). Is there a logical explanation for this? Isn't their stock price mainly guided by the price of gold?

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Read Answer Asked by John on June 02, 2020

• Pfizer Inc. (PFE $24.76)
  • $24.76 P/E (TTM): 13.12X Cap: $140.77B
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Q: With the news today about Ibrance, what do you see for PFE going forward? How big is the bad news? Time to exit?

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Read Answer Asked on June 02, 2020

• Sangoma Technologies Corporation (STC $7.39)
  • $7.39 Cap: $246M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi 5i,
Would you recommend starting a new position in the above companies, and if so, which two would you recommend today?
Thank you

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Read Answer Asked by Terry on June 02, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Descartes Systems Group Inc. (The) (DSG $134.95)
  • $134.95 P/E (TTM): 57.26X Cap: $11.59B
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• Open Text Corporation (OTEX $55.10)
  • $55.10 P/E (TTM): 23.61X Cap: $14.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.01)
  • $17.01 Cap: $2.34B
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Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?

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Read Answer Asked by John on June 02, 2020

• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
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Q: I am considering Investing in a couple of Uranium ETFs (US or Canadian), one for producers and one that is more speculative. I would appreciate your suggestions.
With appreciatiopn,
Ed

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Read Answer Asked by Ed on June 02, 2020

• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
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Q: Ignoring considerations such as sector weights, is now a good time to start a position in NVDA, say as ~2% of a portfolio? Also, how do you see risk affected for NVDA in the current market?
Thanks.

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Read Answer Asked by Robert on June 02, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: I am wondering what your thoughts are on XBC's announcement.

Thanks for the great service!

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Read Answer Asked by Justin on June 02, 2020

• FedEx Corporation (FDX $241.15)
  • $241.15 P/E (TTM): 13.96X Cap: $56.90B
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• Honeywell International Inc. (HON $216.14)
  • $216.14 P/E (TTM): 25.1X Cap: $137.22B
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• Lockheed Martin Corporation (LMT $485.41)
  • $485.41 P/E (TTM): 27.4X Cap: $113.32B
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• Mastercard Incorporated (MA $573.67)
  • $573.67 P/E (TTM): 38.69X Cap: $518.60B
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• Toronto-Dominion Bank (The) (TD $113.35)
  • $113.35 P/E (TTM): 9.55X Cap: $193.51B
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• Bank of Nova Scotia (The) (BNS $90.68)
  • $90.68 P/E (TTM): 17.34X Cap: $112.58B
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• Canadian National Railway Company (CNR $133.43)
  • $133.43 P/E (TTM): 18.49X Cap: $83.28B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.06)
  • $81.06 P/E (TTM): 17.11X Cap: $13.30B
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• NFI Group Inc. (NFI $13.73)
  • $13.73 Cap: $1.63B
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• TMX Group Limited (X $50.55)
  • $50.55 P/E (TTM): 32.62X Cap: $14.05B
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• Berkshire Hathaway Inc. (BRK.B $492.10)
  • $492.10 P/E (TTM): 16.8X Cap: $1.06T
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Q: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?

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Read Answer Asked by Steven on June 02, 2020