Investment Q&A

• Manulife Financial Corporation (MFC $43.86)
  • $43.86 P/E (TTM): 13.77X Cap: $74B
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• BMO Covered Call Canadian Banks ETF (ZWB $22.89)
  • $22.89 P/E (TTM): 11.56X
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $36.06)
  • $36.06 P/E (TTM): 12.1X Cap: $361M
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• CI U.S. & Canada Lifeco Covered Call ETF (FLI $11.51)
  • $11.51 P/E (TTM): 9.01X Cap: $90M
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Q: Banks-increase in interest rates, no increase in savings rates, spread widening.
Insurance Co’s-increase in yield on long term bonds,thus spreads widening.
What is your opinion on owning the above securities. I currently own all except FLI. Thinking of buyingFLI to diversify into insurance Co’s. Thank you for your help

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Read Answer Asked by Roy on February 02, 2018

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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• Paycom Software Inc. (PAYC $220.10)
  • $220.10 P/E (TTM): 30.81X Cap: $12.53B
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Q: Can I get your opinion on PAYC and current views of CLCT.

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Read Answer Asked by Nino on February 02, 2018

• Sun Life Financial Inc. (SLF $82.77)
  • $82.77 P/E (TTM): 15.18X Cap: $47.18B
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• CI U.S. & Canada Lifeco Covered Call ETF (FLI $11.51)
  • $11.51 P/E (TTM): 9.01X Cap: $90M
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Q: I would like your opinion as to whether you like SLF over FLI for exposure to insurance, FLI being somewhat diversified in Canada and the US? Do they hedge their US exposure?

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Read Answer Asked by Edgar on February 02, 2018

• Volatus Aerospace Inc. (FLT $0.59)
  • $0.59 Cap: $329M
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Q: My rich boss was told to invest in this stock at 23 cents and I bought some at 43 cents doubled my money and sold around 90 cents in a two month run because that's two weeks salary and I was happy. Now this thing is over 2 dollars with lots of volume when it went to venture exchange.do you see any reason for this new valuation.... I know they have increased testing areas to the states etc. What is your take on this company that makes no money and just increased 1000 % on little news.should I jump back in ??

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Read Answer Asked by Brad on February 02, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.25)
  • $5.25 P/E (TTM): 23.17X Cap: $231M
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Q: Can you please tell me the forward PE multiple on this stock. I am looking at the investor fact sheet and its YOY EPS growth is 39%. Would it be reasonable to add this growth rate to 2017 eps and come up with the forward pe? thanks

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Read Answer Asked by David on February 02, 2018

Q: Hi 5-i:
I read somewhere that the volumes in the stock markets are generally highest at the open and near the close , because etf's are investing any
overages. Any truth in this? Could I assume that this is a good time or
bad time to trade. When in your opinion is the ideal time of day, if any?
Thanks,
BEN.

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Read Answer Asked by BEN on February 02, 2018

• Miscellaneous (MISC)
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Q: The stock market performance of the TSE for 2017 was poor compared to other world stock markets including the USA. Do you expect more of the same and if so, what major world exchanges would you invest in 2018. With thanks, Bill

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Read Answer Asked by William J on February 02, 2018

• San Lorenzo Gold Corp. (SLG $0.56)
  • $0.56 Cap: $44M
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Q: What is going on with this company ? I do not understand the dividend yield .

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Read Answer Asked by Sean on February 02, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.63X Cap: $18.39B
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Q: Do you have a replacement for Avigilon, a tech-oriented industrial, and one relatively volativity-resistant should there be a near-term correction.

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Read Answer Asked by Doug on February 02, 2018

• ARC Resources Ltd. (ARX $25.09)
  • $25.09 P/E (TTM): 5.87X Cap: $14.49B
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Q: your opinion on Arc Resources (ARX). bought it at $20.xx a year ago and it is down significantly. should i wait out a bit or is it time to sell? i have a long way to retirement.

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Read Answer Asked by Adi on February 02, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.63X Cap: $18.39B
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Q: Great news on avigilon, one of my largest holdings at over 10000 shares but i think the 27 dollar offer is low. What is your opinion. Dave

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Read Answer Asked by david on February 01, 2018

• Stella-Jones Inc. (SJ $77.54)
  • $77.54 P/E (TTM): 13.14X Cap: $4.30B
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Q: is this a good time to buy into SJ?

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Read Answer Asked by david on February 01, 2018

• Stella-Jones Inc. (SJ $77.54)
  • $77.54 P/E (TTM): 13.14X Cap: $4.30B
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Q: What are the proceeds from the secondary offering going to be used for? Is is only to reduce the inside ownership of SJ?

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Read Answer Asked by Darcy on February 01, 2018

• Costco Wholesale Corporation (COST $943.26)
  • $943.26 P/E (TTM): 55.56X Cap: $421.81B
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• CVS Health Corporation (CVS $75.13)
  • $75.13 P/E (TTM): 20.9X Cap: $95.02B
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• Walmart Inc. (WMT $102.82)
  • $102.82 P/E (TTM): 43.73X Cap: $815.86B
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Q: About a year about, I purchased CVS as a hedge against a downturn in the US health care. Since then CVS price dropped nearly 20 since then....first attributed to Amazon purchasing a grocer retailer, then recovered somewhat but then declined because of the news of three large parties, including Amazon planning to get into the health care sector to reduce costs to consumers. Seems CVS is out of favour...and could be so for sometime. Question - do I hold or do I let it go and focus on another US stock and what names would you suggest?

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Read Answer Asked by Tom on February 01, 2018

• Automotive Properties Real Estate Investment Trust (APR.UN $11.49)
  • $11.49 P/E (TTM): 38.8X Cap: $571M
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Q: I'd appreciate your updated opinion on the company. Would you rate it a buy at current levels?

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Read Answer Asked by Bernie on February 01, 2018

• MKS Inc. (MKSI $127.90)
  • $127.90 P/E (TTM): 32.56X Cap: $8.63B
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Q: Hello,
Could you please comments on MKSI 4Q result and 2018 outlook? Is MKSI valuation cheap? Which one is a better buy among BOX, MKSI, BRKS, ICHR?
Thanks
Victor

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Read Answer Asked by Victor on February 01, 2018

• Vanadiumcorp Resource Inc. (VRB $0.13)
  • $0.13 Cap: $1M
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Q: Hello Peter and gang
Any insight on this company would be appreciated and vanadium in general.
Mike

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Read Answer Asked by mike on February 01, 2018

• Novra Technologies Inc. (NVI $0.07)
  • $0.07 P/E (TTM): 7.5X Cap: $2M
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Q: Hi there, one of the small cap blogs I follow has recently initiated a position on Novra Technologies (NVI) on the venture exchange. The blog's top ideas seems to perform well over time. I know names this small usually isn't on your radar, but what were your thoughts on this company? I am interested in putting a little bit of mad money to work in this name (About a 1.5% of my portfolio). Do you see any concerns with this approach? Thank you!

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Read Answer Asked by Michael on February 01, 2018

• Lithium Americas Corp. (LAC $4.56)
  • $4.56 Cap: $1.09B
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Q: Hi 5I
Could I have a current opinion on LAC and lithium generally. I've seen a pullback here but not sure if it is company specific issues or across the board the lithium space
Thanks

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Read Answer Asked by mike on February 01, 2018

• Dream Office Real Estate Investment Trust (D.UN $19.26)
  • $19.26 Cap: $306M
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Q: Hi 5I
This appears to have recovered well with the restructuring and dividend cuts. Can you provide a current opinion please?
Would swapping out now for a more stable name make sense or would this be a little premature given their recovery ?

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Read Answer Asked by mike on February 01, 2018