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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings. Latest results look improved. Is the worst behind them and do you think this is a reasonable investment at this stage. I currently own WSP global but am looking to add another position. With the questionable action on Aecon and Stantec's results, SNC seems to be a better option with more global exposure.
Your thoughts.
Read Answer Asked by kelly on March 09, 2018
Q: If I wanted to invest in a theme where the real US economy begins to see robust growth from the benefit of the Trump admin's policies that benefit the working class and domestic economic activity, are there any US stocks that you could suggest that may benefit from such a scenario?
Read Answer Asked by Rick on March 09, 2018
Q: Good morning 5i team,

I was wondering what your view would be on the changes that the drop in a utility like enbridge might be finished or whether there is more to come. It is an attractive price at the moment. But, there are a number of rate hikes coming in the coming year. Would these already be written in, or is there more carnage to come? Just looking for an educated guess.
thanks
Read Answer Asked by joseph on March 09, 2018
Q: I would appreciate insight as to when international bonds should be considered as part of the fixed income portfolio, as presently my fixed income is largely Canadian (VAB) and US (VCSH, VGIT). I have an interest in having non-Canadian exposure to balance the risks to the Canadian economy posed by NAFTA changes and high Canadian household debts which could present the possibility of a lower CAD. The number of developed market international bond ETFs seem to be limited. Is there value as a portfolio stabilizer in being invested in a fund such as BNDX-Q to gain international government bond exposure, and are there better options to investigate?
Read Answer Asked by Jeffrey on March 09, 2018
Q: Hello 5I
Linamar (LNR) and Magna (MG) have had significant gains in the last year and are both near their all-time highs.
I got in both at much lower price and was wondering if this is a good time to sell and take the profit or do you see both reaching new highs in 2018?

Thanks
Bob
Read Answer Asked by Bob on March 09, 2018
Q: I read the news release and liked their last Quarter also. However the outlook has me considering selling this stock on valuation versus go-forward growth potential.

From the outlook: "they expect gross product sales to be in the mid to high single digits in the next year ". So they now expect growth going forward to be less than 10%? This is a company that has been growing revenues of over 30% and I expected that they still had enough new regions to grow into to keep revenue growth high.

So if they now expect growth to be less than 10% per annum, can we assume they are transitioning from a growth company to a more stable income generating company? Nothing wrong with this of course, but it does then bring into question the current valuation: at about $1/share in earnings the current PE is about 60. If growth is 10% wouldn't a PEG of 6 be considered very high, even for a high quality company?
Read Answer Asked by Kel on March 09, 2018
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