Investment Q&A

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: TV announced they are releasing 1st quarter results May 6th, with a warning " annual zinc treatment charges (“TC”) have increased significantly since the Company’s 2019 cost guidance was set, resulting in increased off-site costs at Trevali’s operations.
They also have appointed a new President and CEO, how do you see these affecting the share price? Thanks for your insights...

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Read Answer Asked by Kerry on April 24, 2019

Q: Peter; What does the BOC statement mean for the institutional side re no rate hike . Thanks. Rod

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Read Answer Asked by Rodney on April 24, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.37)
  • $169.37 P/E (TTM): 101.94X Cap: $219.73B
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Q: Could I have your top 3 growth names(US and CA) please.
thanks!

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Read Answer Asked by Issaku on April 24, 2019

• Pembina Pipeline Corporation (PPL $51.50)
  • $51.50 P/E (TTM): 16.77X Cap: $29.91B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Hi Peter, would like to buy a pipeline between this 2 . Any thoughts? Thanks. Alnoor

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Read Answer Asked by Alnoor on April 24, 2019

• North West Company Inc. (The) (NWC $47.56)
  • $47.56 P/E (TTM): 17.04X Cap: $2.27B
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Q: Hi Peter, how safe is this company and it’s div. Would you buy today? Mid-term 3-5 years. Thanks. Alnoor

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Read Answer Asked by Alnoor on April 24, 2019

• QUALCOMM Incorporated (QCOM $146.76)
  • $146.76 P/E (TTM): 16.23X Cap: $158.35B
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• Bank of America Corporation (BAC $47.27)
  • $47.27 P/E (TTM): 14.32X Cap: $356.03B
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• Verizon Communications Inc. (VZ $42.76)
  • $42.76 P/E (TTM): 10.14X Cap: $180.29B
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Q: I'm thinking of selling my postion in BAC. What would you suggest as a replacement, not just banking, decent dividend yield?

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Read Answer Asked by Dennis on April 24, 2019

• Endo International plc (ENDP)
  • Cap: $72M
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Q: A guest on Market Call commented on Endo as a possible generic drug winner, albeit somewhat speculative as other small caps in this category. I would appreciate your assessment on this stock. Thank you!

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Read Answer Asked by Sigrid on April 24, 2019

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
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Q: Currently underwater on this one and not sure if I should hold onto for another 3-6 months to see if it picks up any traction. Would you buy more, hold or sell.
Do you see any catalysts in that time frame for any appreciation?
Thanks Gary

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Read Answer Asked by Gary on April 24, 2019

• Elevance Health Inc Com (ANTM)
  • P/E (TTM): 18.5X Cap: $116.34B
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• The Cigna Group (CI $267.38)
  • $267.38 P/E (TTM): 16.6X Cap: $71.42B
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• CVS Health Corporation (CVS $62.10)
  • $62.10 P/E (TTM): 14.87X Cap: $78.55B
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• Humana Inc. (HUM $249.87)
  • $249.87 P/E (TTM): 18.45X Cap: $30.05B
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• UnitedHealth Group Incorporated (DE) (UNH $249.56)
  • $249.56 P/E (TTM): 11.14X Cap: $226.38B
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Q: Hello team,

In your answer to Peter, you listed the above companies for a healthcare watch list. Sorry to corner you by asking about your favorite and why?

CVS is cheap and has long-term promise, but I bet your choice will be between ANTM and HUM based on management. Will you endorse both for purchase in the near future? Why or why not?

Or will you prefer something completely outside this list?

Many thanks for your invaluable objectivity and guidance!

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Read Answer Asked by Saeed on April 24, 2019

• Sangoma Technologies Corporation (STC $7.85)
  • $7.85 Cap: $263M
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Q: Sangoma has sprung back to life lately on high volume. Any news or analyst recommendations that may have spurred the move? I have a half position and was looking to fill below 1.50 but it looks like I may not get the opportunity. What do you think?

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Read Answer Asked by Scott on April 24, 2019

• Westrock Company (WRK)
  • P/E (TTM): 43.61X Cap: $13.29B
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Q: Would like your opinion on this stock a lot of the fundamentals look good low pe ,good dividend growth although it’s at a 52 week low would you consider this a good entry point or value trap?Also do you know if dividend is sustainable,EPS is 3.51 and paying out 1.80 looks good,also any near term catalysts and anything you know abouT management [ownership] thanks take as many questions as needed

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Read Answer Asked by Greg on April 24, 2019

• Miscellaneous (MISC)
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Q: I would very much like your thoughts on "NBC Auto Callable Contingent Income Note Securities (Maturity-Monitored Barrier)" linked to the American market.
https://nbcstructuredsolutions.ca/detailProduit.aspx?lequel=04361&langue=en.
i see the principal is not protected if XSP-t drops 40%.

Thanks.

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Read Answer Asked by Danny-boy on April 24, 2019

• Zoom Communications Inc. (ZM $74.05)
  • $74.05 P/E (TTM): 22.29X Cap: $22.46B
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Q: HI 5i team,

Zoom Video Communication started public trading in the US last Thurday, 18th.

Pls give your thought of this company and its outlook. Today it trades already more than 80% above its IPO price.

If you like it, what price range would you buy ?

Thank you for your help as always.

Upvote 0

Read Answer Asked by Pui on April 24, 2019

• Global X S&P 500 Index Corporate Class ETF (HXS $90.42)
  • $90.42 Cap: $4.65B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $71.73)
  • $71.73 Cap: $4.21B
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• Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $59.29)
  • $59.29 Cap: $169M
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• iShares Core S&P 500 Index ETF (XUS $54.45)
  • $54.45 P/E (TTM): 57.87X Cap: $9.25B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.57)
  • $43.57 P/E (TTM): 5.54X Cap: $17.74B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.69)
  • $57.69 P/E (TTM): 55.7X Cap: $3.79B
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• iShares 7-10 Year Treasury Bond ETF (IEF $94.90)
  • $94.90 Cap: $34.79B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $92.32)
  • $92.32 P/E (TTM): 27.96X Cap: $1.14B
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Q: Since the tax benefits for HXT, HXQ, HTB, HXS have or will be diminished, is there any reason to continue to hold them or should we be switching to other etf's, is so which ones would you recommend?
Thanks for your service.

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Read Answer Asked by Ozzie on April 24, 2019

• Miscellaneous (MISC)
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Q: Hi 5i Team, If a portfolio is made up of ETF's how many is too much. I am worried about the MER's, since a few sector etf's have to be added to improve the sector allocation. Also how are the MER's calculated, is it a percentage of the total invested in that fund per year or something else.
Thanks guys. Have a great day.
Ivan

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Read Answer Asked by Ivan on April 24, 2019

• Horizons US Marijuana ETF (HMUS)
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Q: Further to Bob's and your comments on HMUS - TMX website says the symbol is not valid. Is it not yet trading?

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Read Answer Asked by chris on April 24, 2019

• Bank of Nova Scotia (The) (BNS $77.09)
  • $77.09 P/E (TTM): 16.25X Cap: $96.54B
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Q: Can you suggest the top three picks from your income portfolio that are cheap to buy today?

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Read Answer Asked by Mahdi on April 24, 2019

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.95)
  • $59.95 P/E (TTM): 23.96X Cap: $320M
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• Vanguard Consumer Staples ETF (VDC $216.12)
  • $216.12 P/E (TTM): 40.13X Cap: $7.58B
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Q: Hello 5i,
I am holding 293 shares of XSTbought at $52.53 and up over $2000. Should I sell and buy VDC. I am 72 and use the portfolio for dividends and some growth.
thank you
Stanley

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Read Answer Asked by STANLEY on April 24, 2019

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.69)
  • $57.69 P/E (TTM): 55.7X Cap: $3.79B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $92.32)
  • $92.32 P/E (TTM): 27.96X Cap: $1.14B
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Q: Hi there,

I've heard a about a new government regulation effecting swapped based ETFs. Does this new regulation effect HXQ and if so, would would be a good alternative to HXQ?

Thanks!

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Read Answer Asked by Michael on April 24, 2019

Q: re: Bob's question about a new Horizon's ETF U.S. marijuana companies. What is the ticker ?

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Read Answer Asked by chris on April 24, 2019