Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $325.46)
  • $325.46 P/E (TTM): 21.85X Cap: $13.13B
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• BMO Aggregate Bond Index ETF (ZAG $13.94)
  • $13.94 Cap: $11.67B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.60)
  • $48.60 Cap: $19.78B
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• iShares S&P/TSX 60 Index ETF (XIU $45.49)
  • $45.49 Cap: $18.82B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.97)
  • $45.97 P/E (TTM): 0.21X Cap: $3.08B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.50)
  • $103.50 Cap: $2.25B
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• Vanguard U.S. Total Market Index ETF (VUN $125.08)
  • $125.08 P/E (TTM): 26.28X Cap: $13.78B
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• Vanguard Total International Stock (VXUS $74.66)
  • $74.66 Cap: $98.71B
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• iShares S&P/TSX Completion Index ETF (XMD $49.90)
  • $49.90 P/E (TTM): 1.26X Cap: $454M
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Q: Hi Peter, Ryan & Team
In addition to my current 5i Balanced portfolio I want to build an additional RRSP ETF portfolio.Time horizon 3-5 Years and my risk level is moderate.
I am thinking to invest in the following ETF. Appreciate you advise on the distribution, concentration and risk level.
XMD 30%
VUN 20%
XIU 10%
VEE 10%
VXUS 10%
IXC 10%
IWO 10%

Thanks,

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Read Answer Asked by Yousef on January 29, 2019

• GE Aerospace (GE $297.00)
  • $297.00 P/E (TTM): 41.42X Cap: $314.95B
  • View GE Profile
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Q: Your recommendation on GE as a buy at current levels.

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Read Answer Asked by James Douglas on January 29, 2019

Q: Hi 5i

I would like your opinion on BAM.A
Risk level? scale from 1 to 10 with 10 being the best.
What sector would you class this stock under?
Is this a stock I can buy and forget?
Is this stock at a good buy point today?

Thanks

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Read Answer Asked by Stephen on January 29, 2019

• Dollar General Corporation (DG $100.21)
  • $100.21 P/E (TTM): 18.56X Cap: $22.05B
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Q: Has your outlook changed at all for DG? Analysts seem to think it's a buy.
Thanks

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Read Answer Asked by steve on January 29, 2019

• Cronos Group Inc. (CRON $3.62)
  • $3.62 P/E (TTM): 52.33X Cap: $1.38B
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Q: Hi 5I I'm 've watched this pot stock of which I know absolutely nothing go from 19.00 on Thursday to 23.00 today. What do you think of it? Are there any fundamentals? Do you have it on a Watchlist? Market Cap etc? Would you put money into it at this time?
Please deduct as many questions as you see fit to. Thanks in advance david

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Read Answer Asked by David on January 29, 2019

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: Hi everyone. Do you think KL still has room to run based on fundamentals? I'm up almost 100% and wondering how much I should trim (if any).

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Read Answer Asked by Rick on January 29, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: some quite bitten stocks are coming back,I am looking for potential growth stocks risk is acceptable.Sector not a problem

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Read Answer Asked by Nizar on January 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.89)
  • $224.89 P/E (TTM): 91.32X Cap: $292.21B
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Q: Would you continue to hold SHOP?

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Read Answer Asked by Dennis on January 29, 2019

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
  • View PL Profile
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Q: Hi 5i,

Thank you for the great work. Pinnacle Renewable is a business I've had my eye on for several months. Do you see the pullback in the stock to below the IPO price as a good entry opportunity?

Any thoughts you have on the business are greatly appreciated.

Thank you,
G

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Read Answer Asked by Greg on January 29, 2019

• Royal Bank of Canada (RY $205.06)
  • $205.06 P/E (TTM): 20.69X Cap: $288.10B
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• Toronto-Dominion Bank (The) (TD $113.26)
  • $113.26 P/E (TTM): 9.56X Cap: $193.35B
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• Bank of Nova Scotia (The) (BNS $91.03)
  • $91.03 P/E (TTM): 17.51X Cap: $113.02B
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• Canadian Imperial Bank Of Commerce (CM $113.65)
  • $113.65 P/E (TTM): 18.04X Cap: $105.63B
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Q: Can you please rate these four banks in terms of growth and least affected by a downturn.
.

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Read Answer Asked by James on January 29, 2019

• Sylogist Ltd. (SYZ $6.62)
  • $6.62 Cap: $154M
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Q: Can you comment on SYZ latest earning?
Thanks

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Read Answer Asked on January 29, 2019

• Pacific Gas & Electric Co. (PCG $15.90)
  • $15.90 P/E (TTM): 14.59X Cap: $34.94B
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Q: Please share any thoughts you have on this company and it’s predicament with respect to the California wildfires and possible bankruptcy filing. Thanks.

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Read Answer Asked by Marco on January 28, 2019

• Toronto-Dominion Bank (The) (TD $113.26)
  • $113.26 P/E (TTM): 9.56X Cap: $193.35B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $91.03)
  • $91.03 P/E (TTM): 17.51X Cap: $113.02B
  • View BNS Profile
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• Enbridge Inc. (ENB $69.88)
  • $69.88 P/E (TTM): 24.56X Cap: $152.40B
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• Fortis Inc. (FTS $70.14)
  • $70.14 P/E (TTM): 20.63X Cap: $35.32B
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Q: Hello, I am looking at making some adjustments to my portfolio over the next few months as I am concerned about the possibility of the next recession perhaps coming by the end of 2019 or early 2020. I would appreciate your recommendations for some defensive stocks which would weather a recession without too big of a drop. I already hold ENB, FTS, BNS and TD which I intend to keep but am looking to replace some of my other stocks with more defensive names.
thanks for your advice.
Paula

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Read Answer Asked by Paula on January 28, 2019

• Biogen Inc. (BIIB $159.88)
  • $159.88 P/E (TTM): 15.3X Cap: $23.44B
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• Costco Wholesale Corporation (COST $915.38)
  • $915.38 P/E (TTM): 53.47X Cap: $405.95B
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• Alphabet Inc. (GOOG $246.45)
  • $246.45 P/E (TTM): 26.27X Cap: $2.96T
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• NVIDIA Corporation (NVDA $187.62)
  • $187.62 P/E (TTM): 53.45X Cap: $4.55T
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• NextEra Energy Inc. (NEE $80.06)
  • $80.06 P/E (TTM): 27.99X Cap: $164.86B
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• Constellation Brands Inc. (STZ $142.20)
  • $142.20 Cap: $25.06B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $43.67)
  • $43.67 P/E (TTM): 10.18X Cap: $184.12B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $150.49)
  • $150.49 Cap: $39.47B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi 5i,

What would be your top 10 names for a U.S. growthy balanced portfolio?

TIA

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Read Answer Asked by Wayne on January 28, 2019

• Chartwell Retirement Residences (CSH.UN $20.35)
  • $20.35 P/E (TTM): 92.5X Cap: $5.92B
  • View CSH.UN Profile
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  • View Reports on CSH.UN

Q: Good morning 5i.
I'm looking for a reit for my wifes RRSP.
CSH.UN is the only reit she has at the moment.
Could you suggest some reits that would fit with this for diversification and that are at a good buy point today. 4.5% Dividend or greater would be desirable.

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Read Answer Asked by Stephen on January 28, 2019

• Kelt Exploration Ltd. (KEL $6.85)
  • $6.85 P/E (TTM): 19.03X Cap: $1.36B
  • View KEL Profile
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Q: What do you think of Kelt going forward. Do you think it is positioned for growth when the sector recovers?

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Read Answer Asked by William on January 28, 2019

Q: 5G is a popular investment topic. I would appreciate if you would recommend a company or companies that you feel will benefit from the 5G network. Thank You.

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Read Answer Asked by Brian on January 28, 2019

• Methanex Corporation (MX $53.82)
  • $53.82 P/E (TTM): 11.48X Cap: $3.62B
  • View MX Profile
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Q: The latest EIA natural gas weekly report outlines the construction of several new methanol plants in the US. Is this an issue for MX with possible oversupply?

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Read Answer Asked by Greg on January 28, 2019

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: What is 5i's thoughts about Quorum Information Technologies and the Auto Canada agreement for its subsidiary Dealermine? Quorum seems to have a lot of good things happening, growing quickly from recent acquisitions, lots of recurring revenue and two new analysts picking up coverage with buy recommendations.

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Read Answer Asked by Charles on January 28, 2019

• TFI International Inc. (TFII $127.19)
  • $127.19 P/E (TTM): 21.23X Cap: $10.55B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Western Forest Products Inc. (WEF $12.23)
  • $12.23 Cap: $129M
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• Alimentation Couche-Tard Inc. (ATD $74.79)
  • $74.79 P/E (TTM): 19.95X Cap: $70.34B
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• Knight Therapeutics Inc. (GUD $5.85)
  • $5.85 Cap: $582M
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 16.94X Cap: $2B
  • View TOY Profile
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Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?

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Read Answer Asked by David on January 28, 2019