Investment Q&A

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.24)
  • $48.24 P/E (TTM): 6.15X Cap: $19.69B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $61.60)
  • $61.60 P/E (TTM): 6.36X Cap: $11.68B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.57)
  • $103.57 Cap: $2.25B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.51)
  • $69.51 P/E (TTM): 24.48X Cap: $918M
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Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks

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Read Answer Asked by wilson on January 26, 2020

• Cipher Pharmaceuticals Inc. (CPH $14.48)
  • $14.48 P/E (TTM): 22.12X Cap: $362M
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Q: CPH took it on the chin yesterday with Bauch Health pulling out of an agreement. Trying to find out the impact of this event to the company. Information seems to be hard to find.

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Read Answer Asked by David on January 24, 2020

Q: I am receiving some shares in Lantronix Inc. (LTRX) listed on the Nasdaq for the takeover of Intrinsyc Technologies. What is 5i's opinion of LTRX? The growth in revenues and adjusted earnings from Managment's guidance seems positive with inclusion of Intrinsyc.

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Read Answer Asked by Charles on January 24, 2020

• Parkland Corporation (PKI $40.17)
  • $40.17 P/E (TTM): 23.91X Cap: $6.96B
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Q: What's the reason behind the PKI sell off in the past few days? Any bad news?

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Read Answer Asked by Victor on January 24, 2020

• Temple Hotels Inc. (TPH $2.10)
  • $2.10 Cap: $157M
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Q: Another loser in my RRSP thanks to lack of pipelines. Dump or hold on?

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Read Answer Asked by Jean on January 24, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.32)
  • $19.32 P/E (TTM): 102.05X Cap: $1.86B
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Q: RBC shows the short interest at almost 30%. Comments please?

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Read Answer Asked by Charles on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $20.49)
  • $20.49 P/E (TTM): 16.41X Cap: $2.15B
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Q: Hi 5I
Can you provide 3 or 4 recommendations to replace Toy with?

Thx,
Chris

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Read Answer Asked by Christopher on January 24, 2020

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.75)
  • $59.75 P/E (TTM): 108.33X Cap: $29.52B
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Q: Is today's fall not a bit excessive? Good entry point?

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Read Answer Asked by Robert on January 24, 2020

• Questor Technology Inc. (QST $0.50)
  • $0.50 Cap: $13M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: The federal government has has recently been signalling it was going to step up action on the environment. I’m interested in your take on this as it relates to these 2 companies. Looking to initiate a position in either or both for a high growth play. Your thoughts?

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Read Answer Asked by Warren on January 24, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.18)
  • $38.18 P/E (TTM): 76.32X Cap: $6.08B
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• InterRent Real Estate Investment Trust (IIP.UN $13.38)
  • $13.38 Cap: $1.87B
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Q: Which would be your preferred reits that are invested in rental units?
Thanks

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Read Answer Asked by deirdre on January 24, 2020

• Raytheon Company (RTN $116.96)
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• iShares U.S. Aerospace & Defense ETF (ITA $215.36)
  • $215.36 P/E (TTM): 20.79X Cap: $12.41B
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Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

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Read Answer Asked by Peter on January 24, 2020

• Capital Product Partners L.P. (CPLP)
  • P/E (TTM): 6.4X Cap: $928M
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Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

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Read Answer Asked by Gary on January 24, 2020

• C.H. Robinson Worldwide Inc. (CHRW $154.46)
  • $154.46 P/E (TTM): 29.4X Cap: $18.28B
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• Cognizant Technology Solutions Corporation (CTSH $72.08)
  • $72.08 P/E (TTM): 14.57X Cap: $34.84B
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• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

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Read Answer Asked by Luc on January 24, 2020

• Kinross Gold Corporation (K $32.73)
  • $32.73 P/E (TTM): 18.26X Cap: $40.93B
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• Equinox Gold Corp. (EQX $15.38)
  • $15.38 P/E (TTM): 108.53X Cap: $11.74B
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Q: Hi Guys
Interested in your opinion on which of the above 2 stocks you would prefer to own at today's price
Thanks Gord

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Read Answer Asked by Gordon on January 24, 2020

• European Residential Real Estate Investment Trust (ERE.UN $1.08)
  • $1.08 Cap: $253M
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Q: Could you expand on your answer to Craig on Dec 30.

How much exposure does ERE have to Europe and how much of their debt is sourced in Europe.

Thanks, Fred

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Read Answer Asked by Fred on January 24, 2020

• PowerShares S&P SmallCap Information Tech Ptf (PSCT $58.06)
  • $58.06 P/E (TTM): 20.21X Cap: $329M
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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Q: Can you recommend a small/medium cap tech ETF?
Thank you for considering my question

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Read Answer Asked by Gail on January 24, 2020

• Harvest Healthcare Leaders Income ETF (HHL $7.40)
  • $7.40 P/E (TTM): 23.19X Cap: $1.57B
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Q: HLL ETF. I cannot find any details on what is in this ETF. Hope you can help me with some information

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Read Answer Asked by James on January 24, 2020

• Intuitive Surgical Inc. (ISRG $535.00)
  • $535.00 P/E (TTM): 74.87X Cap: $189.99B
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Q: Can you please comment on earnings ? Good time to initiate a position ?

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Read Answer Asked by Karim on January 24, 2020

• VanEck Vectors Semiconductor ETF (SMH $365.69)
  • $365.69 P/E (TTM): 34.16X Cap: $36.11B
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Q: Van you recommend an ETF which is mainly comprised of US chip makers - AMD, Micron etc. Thanks

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Read Answer Asked by gary on January 24, 2020

Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks

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Read Answer Asked by Gregory on January 24, 2020