Investment Q&A

• Freeport-McMoRan Inc. (FCX $61.02)
  • $61.02 P/E (TTM): 43.94X Cap: $90.23B
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• Honeywell International Inc. (HON $243.18)
  • $243.18 P/E (TTM): 25.44X Cap: $153.24B
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• State Street Industrial Select Sector SPDR ETF (XLI $175.58)
  • $175.58 P/E (TTM): 26.42X Cap: $30.42B
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Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick

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Read Answer Asked by Patrick on November 02, 2020

• Amgen Inc. (AMGN $373.98)
  • $373.98 P/E (TTM): 28.51X Cap: $198.80B
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• AbbVie Inc. (ABBV $233.02)
  • $233.02 P/E (TTM): 176.72X Cap: $409.14B
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• Vanguard Health Care ETF (VHT $290.95)
  • $290.95 P/E (TTM): 24.28X Cap: $17.30B
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• iShares U.S. Healthcare ETF (IYH $65.80)
  • $65.80 P/E (TTM): 23.71X Cap: $3.34B
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• Guardant Health Inc. (GH $108.46)
  • $108.46 Cap: $13.21B
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Q: RE; Healthcare,
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick

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Read Answer Asked by Patrick on November 02, 2020

• Descartes Systems Group Inc. (The) (DSG $89.80)
  • $89.80 P/E (TTM): 39.04X Cap: $7.70B
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• goeasy Ltd. (GSY $122.57)
  • $122.57 P/E (TTM): 8.85X Cap: $1.95B
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• Real Matters Inc. (REAL $6.27)
  • $6.27 Cap: $458M
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Q: I am interested in starting a position in one or two of the above three companies. I know that Goeasy is a financial company and also pays a dividend. I therefore have a slight leaning toward Goeasy first.

Could you rate the 3 companies, best first with any pros and cons that you feel are noteworthy. What company do you feel might have the most upside in the next two or three years. Thanks for your wisdom and guidance. It has helped me on many occasions in purchasing good companies, such as Kinaxis and Lightspeed.
John

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Read Answer Asked by John on November 02, 2020

Q: On Oct 31st/2020, Terrance asked why you are not listing GUD / BYD:CA in your must own stocks. Can you tell me where your list of 'must own' stocks is?
thanks

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Read Answer Asked by Mary on November 02, 2020

• Pivotal Acquisition Corp. Class A (PVT)
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Q: Pivotree a tech ecommerce IPO soon to start trading . Could you give an opinion of the company please?
Thanks D.B.

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Read Answer Asked by D.B. on November 02, 2020

• MercadoLibre Inc. (MELI $1,972.98)
  • $1,972.98 P/E (TTM): 48.53X Cap: $100.79B
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Q: Your current assesment on this venture please.

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Read Answer Asked by Mark on November 02, 2020

Q: Are there etfs that hold and focus on dividend growers ex-US and ex-Canada? I am looking for same where I can put both Canadian and US dollars. Thank you. Bill

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Read Answer Asked by Bill on November 01, 2020

• Fortinet Inc. (FTNT $81.77)
  • $81.77 P/E (TTM): 35.21X Cap: $63.62B
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Q: Fortinet Q3 and guidance look solid to me, but the market doesn't seem to think so with the recent decline accelerating this morning. what is your opinion please.

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Read Answer Asked by sandy on October 31, 2020

• BMO Global Infrastructure Index ETF (ZGI $57.46)
  • $57.46 P/E (TTM): 10.66X Cap: $492M
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• BMO US Dividend ETF (ZDY $53.15)
  • $53.15 P/E (TTM): 20.56X Cap: $782M
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $58.91)
  • $58.91 P/E (TTM): 8.95X Cap: $755M
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• Capital Group Global Equity Fund (Canada) Ser A (CIF843 $59.46)
  • $59.46 P/E (TTM): 18.8X Cap: $4.17B
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Q: My full service advisor has suggested I sell passive ETF's ZDY, ZGI & VDU and buy active fund Capital Goup Global International Equity (CIF 843). The passive holdings have no trailing commission the active fund does. But it seems the active fund performance is much better? Could please give me your opinion if this would be advisable - thanks for your usual great advice.

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Read Answer Asked by Reg on October 31, 2020

Q: Can you please give me your opinion on Onespan - OSPN

Thanks

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Read Answer Asked by philip on October 31, 2020

• General Dynamics Corporation (GD $344.79)
  • $344.79 P/E (TTM): 22.5X Cap: $93.99B
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Q: hello 5i:
can you discuss GD's earnings report and outlook?
thanks
Paul L

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Read Answer Asked by Paul on October 31, 2020

Q: Looking to make further investments in the renewable energy sector. Can you please comment on the following: Schneider Electric (SBGSF), Innergex Renewables (INE-T), Canadian Solar (CSIQ-N), Air Products and Chemical(APD-N), Plug Power (PLUG-N), Ballard Power (BLDP-N),
Boralex Inc (BLX-T), and Northland Power (NPI-T)

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Read Answer Asked by Howie on October 31, 2020

• At Home Group Inc. (HOME $9.65)
  • $9.65 P/E (TTM): 7.79X
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Q: Just wondering if you can add any colour on the quarterly results and market reaction.

Thanks for all you do.

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Read Answer Asked by Leo on October 31, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $55.78)
  • $55.78 Cap: $18.54B
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Q: How was their earnings that came out this morning>
tnx u.

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Read Answer Asked by tom on October 31, 2020

• Switch Inc. Class A (SWCH)
  • P/E (TTM): 14.08X
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Q: YOUR THOUGHTS ON THIS COMPANY PLEASE?

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Read Answer Asked by John on October 31, 2020

• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X
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Q: Some analysts give ERF a valuation half that of Arc and Peyto. Why is market giving such a low value to this company that has such low debt and decent dividend/payout ratio?
Thank you.

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Read Answer Asked by JACK on October 31, 2020

• Trulieve Cannabis Corp (TRUL $8.55)
  • $8.55 Cap: $1.65B
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Q: Good morning 5i Team, I'd appreciate if you could recommend how to invest in cannabis industry in US?
Thanks!

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Read Answer Asked by Le on October 31, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.25)
  • $43.25 P/E (TTM): 15.96X Cap: $1.13B
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Q: Since CDZ holds dividend aristocrats where the dividend has increased for the past 5 years, what will happen to their holdings this year with many companies reducing dividends? Do they sell them off at some point? How will this affect the ETF overall?

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Read Answer Asked by Maria on October 31, 2020

• Knight Therapeutics Inc. (GUD $6.34)
  • $6.34 Cap: $630M
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• Boyd Group Services Inc. (BYD $231.30)
  • $231.30 P/E (TTM): 229.25X Cap: $6.40B
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Q: Hi group I see you are not listing GUD / BYD:CA in your must own stocks please explain your views in these 2 stocks (buy ,sell hold Thanks

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Read Answer Asked by Terence on October 31, 2020

• H2O Innovation Inc. (HEO $4.25)
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• iShares Global Water Index ETF (CWW $68.98)
  • $68.98 P/E (TTM): 31.82X Cap: $315M
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Q: From what I could see HEO is not part of CWW etf. Any idea what it would take for them to do to get added? E.g minimum market cap?

Looking in to your crystal ball, would you suspect that HEO may try and apply to the TSX exchange from the venture within the next 12-24 months?

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Read Answer Asked by Jeff on October 31, 2020