Investment Q&A

• 3M Company (MMM $144.41)
  • $144.41 P/E (TTM): 18.84X Cap: $79.47B
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Q: When a company like 3 M has a day like this one dropping by over 25 %, how should one react.

I am trying to think calmly in terms of fundamentals.

So is this still a good company with safe dividends ?

Are earnings moving in the right direction, if not why, isn't it ?

Is there a fundamental change in the business that is longer lasting?

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Read Answer Asked by Ernest on April 26, 2019

• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.16X Cap: $6.14B
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• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.35X Cap: $2.25B
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Q: Your thoughts on both? Would you buy either of these names today?

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Read Answer Asked by David on April 26, 2019

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.36X Cap: $12.65B
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Q: Hi Ryan any reason for the big decline in CAE today/
There is no news that I know od
Kid Regards
Stan

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Read Answer Asked by Stan on April 26, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.21)
  • $19.21 P/E (TTM): 9.09X Cap: $1.61B
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Q: Hi All At 5i! I have held Transcontinental for more than 10 years.....rode the stock up and now down...believe it or not I am still ahead. It pays a good dividend....do you still think it is a long term hold?....I am Sitting on the fence and getting splinters...Cheers, Tamara

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Read Answer Asked by Tamara on April 26, 2019

• iShares Global Healthcare ETF (IXJ $83.57)
  • $83.57 P/E (TTM): 64.56X Cap: $3.62B
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• iShares U.S. Medical Devices ETF (IHI $59.66)
  • $59.66 P/E (TTM): 105.73X Cap: $4.25B
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Q: Like a lot of investors I am looking at increasing my U S holdings. Is targeting the medical sector advisable given the politics that could come into play in the U S? If advisable would you put 2% (sector weight) in each one or prefer 4% in a single ETF?

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Read Answer Asked by Lynda on April 26, 2019

• Sabre Corporation (SABR $2.93)
  • $2.93 Cap: $1.17B
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Q: I have $US available in a RIF account to initiate an additional 4% position. My other US holdings are at 4 or 5% and consist of BDX, LVS, MCD, PAYX, and AOS. What are your views on SABR at this time? Any other suggestions that might be a better fit would be appreciated. Thank you.

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Read Answer Asked by Harvey on April 26, 2019

• Valero Energy Corporation (VLO $133.18)
  • $133.18 P/E (TTM): 46.86X Cap: $42.65B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.73)
  • $38.73 P/E (TTM): 26.46X Cap: $10.48B
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Q: Hello
Could you comment on VLO and CU earnings?
Thank you.
Stephane

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Read Answer Asked by Stephane on April 26, 2019

• Black Diamond Group Limited (BDI $11.68)
  • $11.68 P/E (TTM): 24.67X Cap: $725M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary

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Read Answer Asked by Gary on April 26, 2019

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.75B
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Q: Peter; VET’s earnings looked really good- could you comment on the conference call ? Thanks. Rod

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Read Answer Asked by Rodney on April 26, 2019

• Jefferies Financial Group Inc. (JEF $55.91)
  • $55.91 P/E (TTM): 21.68X Cap: $11.89B
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Q: i have this in unregisered account. for years, did not move or down slightly., the only thing, if I sell I am still liable for capital gains because exchange change. Do you suggest anything with more potential, i do not need the dividends.
Thanks

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Read Answer Asked by francois on April 26, 2019

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 60.3X Cap: $606M
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Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks

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Read Answer Asked by Luc on April 26, 2019

• Aecon Group Inc. (ARE $19.34)
  • $19.34 Cap: $1.17B
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Q: Hello your thoughts on earnings?

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Read Answer Asked by Cory on April 26, 2019

• Caterpillar Inc. (CAT $428.69)
  • $428.69 P/E (TTM): 21.37X Cap: $206.32B
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Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?

Thanks in advance!

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Read Answer Asked by Jane on April 26, 2019

• Vanguard FTSE Emerging Markets ETF (VWO $49.54)
  • $49.54 P/E (TTM): 20.78X Cap: $83.54B
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• iShares Core MSCI Emerging Markets ETF (IEMG $59.90)
  • $59.90 P/E (TTM): 7.2X Cap: $97.97B
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Q: I am looking for a US dollar Emerging Market ETF that I can purchase for my portfolio

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Read Answer Asked by Roy on April 26, 2019

• Keysight Technologies Inc. (KEYS $158.68)
  • $158.68 P/E (TTM): 38.39X Cap: $28.21B
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Q: Can I have your opinion on Keysight and how the next year looks?
Thank You
Peter

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Read Answer Asked by Peter on April 26, 2019

• Valens Groworks Corp (VGW)
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Q: Thoughts on recent results please?

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Read Answer Asked by Tim on April 26, 2019

• Stryker Corporation (SYK $377.79)
  • $377.79 P/E (TTM): 53.07X Cap: $150.08B
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• Visa Inc. (V $339.35)
  • $339.35 P/E (TTM): 34.72X Cap: $670.19B
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Q: Can I please have your thoughts and analysis on these two U.S. companies. Are they both long term holds? I presently own Visa and have done very well and am thinking of adding Stryker. Thank You.

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Read Answer Asked by Brian on April 26, 2019

Q: Are there any water rights funds in Canada that you’re aware of, or farm land reits?
What would you suggest for warehouse/industrial land reits in Canada and US?
Thanks.

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Read Answer Asked by Mark on April 26, 2019

• Okta Inc. (OKTA $95.13)
  • $95.13 P/E (TTM): 150.46X Cap: $17.12B
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Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks

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Read Answer Asked by Ian on April 26, 2019

• HEXO Corp. (HEXO $0.88)
  • $0.88 Cap: $38M
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• Auxly Cannabis Group Inc. (XLY $0.14)
  • $0.14 P/E (TTM): 8.12X Cap: $171M
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Q: I have a small holding in Auxly Cannabis and am wondering if it would be worthwhile to increase my holding or just dispose of it.
Also I would like your opinion on Hexo.

Thanks,
NA

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Read Answer Asked by Nicholas on April 26, 2019