Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.00)
  • $43.00 P/E (TTM): 62.4X Cap: $7.01B
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• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.85B
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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 $198.44)
  • $198.44 P/E (TTM): 78.83X Cap: $9.05B
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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 $117.59)
  • $117.59 P/E (TTM): 28.1X Cap: $13.91B
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• Cognizant Technology Solutions Corporation (CTSH $68.92)
  • $68.92 P/E (TTM): 14.92X Cap: $33.75B
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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 $26.30)
  • $26.30 P/E (TTM): 19.17X Cap: $31.67B
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• Equinox Gold Corp. (EQX $9.19)
  • $9.19 P/E (TTM): 9.99X Cap: $4.10B
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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 $2.47)
  • $2.47 Cap: $579M
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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 $45.98)
  • $45.98 P/E (TTM): 48.95X Cap: $251M
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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 $6.94)
  • $6.94 P/E (TTM): 56.1X Cap: $1.35B
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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 $470.06)
  • $470.06 P/E (TTM): 69.41X Cap: $168.41B
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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 $293.00)
  • $293.00 P/E (TTM): 80.77X Cap: $26.98B
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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

• BMO Low Volatility US Equity ETF (ZLU $56.70)
  • $56.70 P/E (TTM): 45.0X Cap: $2.16B
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Q: Can you suggest a unhedged etf for USA market exposure and low volatility and low mer

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Read Answer Asked by parmjit on January 24, 2020

• iShares Russell 2000 Growth ETF (IWO $292.32)
  • $292.32 P/E (TTM): 4.55X Cap: $11.71B
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• BMO Low Volatility US Equity ETF (ZLU $56.70)
  • $56.70 P/E (TTM): 45.0X Cap: $2.16B
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• BMO S&P 500 Index ETF (ZSP $95.90)
  • $95.90 P/E (TTM): 57.09X Cap: $19.01B
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• INVESCO QQQ Trust (QQQ $572.58)
  • $572.58 P/E (TTM): 59.46X Cap: $363.74B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.11)
  • $48.11 P/E (TTM): 32.43X Cap: $3.08B
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• Vanguard Total Stock Market ETF (VTI $312.34)
  • $312.34 P/E (TTM): 59.24X Cap: $481.56B
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• iShares Core S&P 500 ETF (IVV $638.18)
  • $638.18 P/E (TTM): 57.87X Cap: $642.93B
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Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks

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Read Answer Asked by Barbara on January 24, 2020

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $49.34)
  • $49.34 Cap: $3.08B
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• Global X S&P 500 Index Corporate Class ETF (HXS $90.00)
  • $90.00 Cap: $4.61B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $73.09)
  • $73.09 Cap: $4.27B
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• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $54.39)
  • $54.39 Cap: $807M
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Q: I have a non-registered account, with 8-10 years before the funds are needed. To minimize tax, we would like focus on 100% capital gains, if possible. Can you recommend some ETFs or individual stocks? We have been looking at Horizon's corporate class ETFs. Thanks for your continued excellent non-biased reports!! Grant

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Read Answer Asked by Grant on January 24, 2020

• BMO US Preferred Share Hedged to CAD Index ETF (ZHP $17.03)
  • $17.03 P/E (TTM): 13.08X Cap: $20M
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Q: Would there be withholding tax on this fund if held in a non registered account since it is sold in Canadian dollars ? Joe

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Read Answer Asked by Joseph on January 24, 2020

• QUALCOMM Incorporated (QCOM $147.53)
  • $147.53 P/E (TTM): 14.09X Cap: $157.42B
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Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

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Read Answer Asked by Keith on January 24, 2020

• Covalon Technologies Ltd. (COV $2.42)
  • $2.42 P/E (TTM): 17.14X Cap: $66M
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Q: hi and thanks
Covalon reported their 3rd quarter in late August. It seems they are taking a rather long time to report their year end. Your thoughts. As well the company also stated: "Company expects substantial insider participation in respect of the Offering". Did that participation take place?
thanks
Joe

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Read Answer Asked by Joe on January 24, 2020

• Diana Shipping inc. (DSX $1.53)
  • $1.53 Cap: $178M
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Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

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Read Answer Asked by Ernest on January 24, 2020

• Booking Holdings Inc. (BKNG $5,409.49)
  • $5,409.49 P/E (TTM): 34.52X Cap: $176.05B
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Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

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Read Answer Asked by Olivier on January 24, 2020

• Avita Medical Inc. (RCEL $3.95)
  • $3.95 Cap: $141M
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Q: Hello 5i,
Thank you for the quick reply to my question on the healthcare companies.
For some reason the ticker for Avita Medical was not accepted. Could you give me the 2020 growth estimates for it please?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020