Investment Q&A

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $63.72)
  • $63.72 P/E (TTM): 82.38X Cap: $183M
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• SPDR S&P 500 ETF Trust (SPY $643.33)
  • $643.33 P/E (TTM): 57.48X Cap: $657.68B
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Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.

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Read Answer Asked by Bill on July 28, 2017

• Starbucks Corporation (SBUX $94.02)
  • $94.02 P/E (TTM): 39.54X Cap: $106.13B
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Q: I am wondering what your thoughts are on SBUX today....is the sell off overdone (Down over 7% at time of this question)? Would you see it as a good buying opportunity or a wait and see? Thank you.

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Read Answer Asked by Josette on July 28, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Do you think Interpipe can sustain it's dividend?

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Read Answer Asked by hugh on July 28, 2017

• Emblem Corp (EMC $1.88)
  • $1.88 Cap: $245M
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Q: Hi 5iTeam,

Can you tell me how much stock insiders own and any other insights you may offer on this company?

Thanks

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Read Answer Asked by Keith on July 28, 2017

• Genuine Parts Company (GPC $137.40)
  • $137.40 P/E (TTM): 22.96X Cap: $18.74B
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Q: Good morning from the West Coast.
May I have your view for the long term for GPC Thanks

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Read Answer Asked by Richard on July 28, 2017

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $131.41)
  • $131.41 P/E (TTM): 19.34X Cap: $1.57B
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Q: Any thoughts on their earnings report? Looks like a good quarter and demand is picking up. Good buy at these levels?

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Read Answer Asked by John on July 28, 2017

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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Q: What are your thoughts on Input Capital? Was thinking of initiating a small position. What is the main risk to this business and what would be the catalyst to move the stock forward?

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Read Answer Asked by Rudy on July 28, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: MDA just reported, please provide comments, perception going forward of company. Some of their sales divisions were up nicely, and others were down. Any and all feedback is appreciated. Thank you.

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Read Answer Asked by william on July 28, 2017

• Pembina Pipeline Corporation (PPL $49.84)
  • $49.84 P/E (TTM): 16.1X Cap: $28.55B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Vermilion Energy Inc. (VET $9.96)
  • $9.96 Cap: $1.55B
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Q: The 3 above are my only energy holdings. Total about 10% of portfolio. Hold or sell? If sell suggested replacements? Maybe renewable energy?? Take appropriate credits.
Thanks Jim

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Read Answer Asked by jim on July 28, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Please may I have your view on MNW's results & acquisition today.Price @ $9.86 up 579%.Thanks for u usual great services & views

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Read Answer Asked by Peter on July 28, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.41)
  • $131.41 P/E (TTM): 17.32X Cap: $29.05B
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• Constellation Software Inc. (CSU $4,547.10)
  • $4,547.10 P/E (TTM): 100.28X Cap: $99.20B
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• Open Text Corporation (OTEX $42.03)
  • $42.03 P/E (TTM): 12.42X Cap: $10.80B
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Q: Hi Peter and Company,

I have looked at metrics (beta, market cap, p/cash flow ratio, p/e ratio, dividend rate) for the above 3 mentioned IT/tech companies and feel that OTEX seems to have the best metrics among them. Would you please comments on these companies and rank them accordingly.

Cheers,
Harry

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Read Answer Asked by Harry on July 28, 2017

Q: Please comment on G latest report. Looked ok but Market hated it!

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Read Answer Asked by george on July 28, 2017

• Alimentation Couche-Tard Inc. (ATD $70.14)
  • $70.14 P/E (TTM): 18.77X Cap: $66.04B
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Q: Can you please provide your analysis re: current valuation of this company. Is it a good time to buy this stock at current levels? Do you see any specific company initiatives / acquisition opportunities that will drive growth in short to mid term? Thank you.

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Read Answer Asked by Linda on July 28, 2017

• Loblaw Companies Limited (L $228.28)
  • $228.28 P/E (TTM): 28.34X Cap: $69.53B
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Q: With recent guidance warning regarding minimum wage increases, is this a good time to buy Loblaws?

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Read Answer Asked by richard on July 28, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $164.71)
  • $164.71 P/E (TTM): 15.99X Cap: $9.04B
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Q: Hi 5i Research Team, Can you please provide current analysis of Canadian Tire, including economic trends that could impact retail sales of this company, and your expectation for growth, stock price and dividend valuation. Is this a good time to buy Canadian Tire?

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Read Answer Asked by Linda on July 28, 2017

• Cobalt 27 Capital Corp. (KBLT $4.40)
  • $4.40 Cap: $376M
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Q: Any reason for the rapid decline of KBLT stock price,following a nice increase following the recent IPO? Is it related to the expiration of a insider "lock-up" period?
Thanks!

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Read Answer Asked by Gregory on July 28, 2017

• Miscellaneous (MISC)
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Q: I have seen my investments total value in US stocks and non hedged ETFs going down lately, although individual stock price are doing OK.
I know it is very difficult to predict currency fluctuations, I would like your view and recommendation on how to protect my portfolio. Is buying hedged ETFs is the solution and what about your view on the Canadian dollar against the US $ and the Euro.
I value your opinion
Raouf

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Read Answer Asked by Raoul on July 28, 2017

• SPDR S&P Regional Banking ETF (KRE $62.19)
  • $62.19 P/E (TTM): 28.8X Cap: $2.98B
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• Manulife U.S. Regional Bank Trust Class A Units (MBK.UN $6.26)
  • $6.26 P/E (TTM): 2.84X Cap: $20M
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Q: I am thinking of getting exposure to the US regional Banks by way of MBK.UN. I could do the same thru an ETF, what would be your recommendation?
Thanks

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Read Answer Asked by John on July 28, 2017

• Cardinal Health Inc. (CAH $147.59)
  • $147.59 P/E (TTM): 24.63X Cap: $34.91B
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• Dave & Buster's Entertainment Inc. (PLAY $26.41)
  • $26.41 P/E (TTM): 21.94X Cap: $896M
  • View PLAY Profile
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• Ambarella Inc. (AMBA $68.69)
  • $68.69 Cap: $2.65B
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Q: Could you provide some comments on CAH, PLAY, and AMBA?

Thanks

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Read Answer Asked by Adam on July 28, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.19)
  • $20.19 P/E (TTM): 51.4X Cap: $669M
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• BMO US High Dividend Covered Call ETF (ZWH $23.97)
  • $23.97 P/E (TTM): 50.23X Cap: $1.05B
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Q: What is 5I's current position on hedging the C$ when buying/holding Int'l ETFs. Do you suspect that this is a short-lived situation?

Carl

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Read Answer Asked by Carl on July 28, 2017