Investment Q&A

Q: What is your opinion of the Wisdom Tree International Quality Dividend Growth Variably Hedged Index ETF, DQI, and the Wisdom Tree Global Equity ETF, ONEQ, as international/global investment ETFs.
Thanks.

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Read Answer Asked by Gerry on May 09, 2018

Q: Going forward what would be your top 4 sectors and a large cap and a small/mid cap name in each of the 4 sectors. If REITS are not one of your top 4 what two name do you like in REITS.
Thanks

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Read Answer Asked by George on May 09, 2018

• Sherritt International Corporation (S $0.13)
  • $0.13 Cap: $64M
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Q: Hello 5i team! Can I please have your opinion on S. Would you buy it at this price? What are your thoughts on the outlook for nickle in general? Base metals?

Thanks!

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Read Answer Asked by David on May 09, 2018

• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.38X Cap: $93.30B
  • View CNQ Profile
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Q: Given the recent news, is CNQ a BUY now? Thanks!

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Read Answer Asked by Austin on May 09, 2018

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
  • View IWO Profile
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• Vanguard Dividend Appreciation FTF (VIG $217.82)
  • $217.82 P/E (TTM): 24.54X Cap: $92.02B
  • View VIG Profile
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• INVESCO QQQ Trust (QQQ $626.05)
  • $626.05 P/E (TTM): 36.04X Cap: $408.05B
  • View QQQ Profile
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• Vanguard Total Stock Market ETF (VTI $334.08)
  • $334.08 P/E (TTM): 26.9X Cap: $498.94B
  • View VTI Profile
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• Vanguard High Dividend Yield Indx ETF (VYM $140.85)
  • $140.85 P/E (TTM): 19.21X Cap: $60.74B
  • View VYM Profile
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Q: In our RRSP we hold the above etfs for US exposure. Does 5i see any sector not covered with these ETFs?
Or would you recommend selling any of these ETFs due to too much overlap? We are approaching retirement, but I don’t think that would be a factor in this question. Thank you

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Read Answer Asked by Kim on May 09, 2018

• Invesco Ltd (IVZ $23.48)
  • $23.48 P/E (TTM): 25.91X Cap: $10.47B
  • View IVZ Profile
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Q: Should i consider IVZ a good long therm fairly safe for income as part of my foreign exposure,i'm74.
Very comfortable with your service.
Dan

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Read Answer Asked by DANIEL on May 09, 2018

• BMO Aggregate Bond Index ETF (ZAG $13.99)
  • $13.99 Cap: $11.73B
  • View ZAG Profile
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.77B
  • View XBB Profile
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.38)
  • $23.38 Cap: $6.30B
  • View VAB Profile
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Q: As between the two Canadian Fixed Income ETFs - XBB, VAB and ZAG - which ones) would be your choice? Or would it make sense to have exposure to all?

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Read Answer Asked by M on May 09, 2018

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.18)
  • $48.18 P/E (TTM): 6.15X Cap: $19.69B
  • View XIC Profile
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• Vanguard FTSE Canada Index ETF (VCE $65.15)
  • $65.15 P/E (TTM): 16.72X Cap: $2.76B
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Q: As between the two Canadian Equity ETFs - XIC and VCE - which one would be your choice?

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Read Answer Asked by M on May 09, 2018

• Roland Mineral Enterprises Corp. (RME $0.26)
  • $0.26 Cap: $39M
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Q: Hi 5i,
Please comment on Q1 results. The stock appears to be taking a little hit this morning.
Love your service!
Al

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Read Answer Asked by Al on May 09, 2018

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: How does it compare to other Industrial REITS? Is this area becoming over-built compared to Office, Residental etc.

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Read Answer Asked by Gordon on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
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Q: Feel free to ignore this if you are getting a bunch of questions about LIQ. But, can you comment on earnings, the overall direction of the business and trust in the management team?

Thank you.

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Read Answer Asked by Alex on May 09, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
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Q: Can you please comment on the earnings release.

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Read Answer Asked by Janice on May 09, 2018

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,278.03)
  • $2,278.03 P/E (TTM): 7.86X Cap: $49.18B
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Q: Hi Peter, Prem is certainly a smart cookie, but what does he see in Torstar that makes him such a fan ? Thanks, Paul

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Read Answer Asked by Paul on May 09, 2018

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.7X Cap: $3.90T
  • View MSFT Profile
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Q: I would like to purchase either Microsoft or Google. I am looking at a five year or more time period. Which of the two would you recommend purchasing and your reasons and comments would be appreciated. Thanks

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Read Answer Asked by Brian on May 09, 2018

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
  • View CWX Profile
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Q: Can you tell me your general thoughts about canwel? Is this divvy safe? Would they get hit in a housing slowdown?

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Read Answer Asked by Cory on May 09, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on May 09, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 141.19X Cap: $4.76B
  • View KXS Profile
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  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
  • View PBH Profile
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
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• Box Inc. Class A (BOX $31.85)
  • $31.85 P/E (TTM): 25.54X Cap: $4.61B
  • View BOX Profile
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• Rapid7 Inc. (RPD $18.24)
  • $18.24 P/E (TTM): 43.52X Cap: $1.18B
  • View RPD Profile
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Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!

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Read Answer Asked by Rick on May 09, 2018

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $44.74)
  • $44.74 P/E (TTM): 13.31X Cap: $10.27B
  • View QBR.B Profile
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Q: Could comment on their earnings today.
The fact that they have doubled their dividend seems very bullish.Would you recommend taking a initial position at this time?
What is the payout ratio?
Thanks

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Read Answer Asked by Thomas on May 09, 2018

• Walmart Inc. (WMT $102.23)
  • $102.23 P/E (TTM): 38.52X Cap: $815.06B
  • View WMT Profile
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Q: Judging by this mornings pre-market action, investors don’t seem to like the Flipkart deal. Is this because of the hit on the earnings in the short/mid term?

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Read Answer Asked by John on May 09, 2018

• Cognex Corporation (CGNX $41.31)
  • $41.31 P/E (TTM): 65.89X Cap: $6.93B
  • View CGNX Profile
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018