Investment Q&A

• US Dollar ($USD)
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Q: Follow up to my question “repatriation of US dollars”.

Should have been more specific: Other things being equal would the repatriation strengthen the USD against the CAD?

Thanks again.

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Read Answer Asked by Donald on January 15, 2018

• S&P 500 (SPX)
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Q: Hello 5i team,
In light of the uncertainty in NAFTA. If a company is exposed to the states in any way and they wish to give guidance as to the impact of a NAFTA collapse, would this be given in the MD&A for a company?

Andrew

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Read Answer Asked by Andrew on January 15, 2018

• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.5X Cap: $2M
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• Glance Technologies Inc. (GET)
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Q: Have been doing some research on some micro cap block chain scratch and wins(haha)and have noticed that FTEC really stands with a PE of 6.5 and .05 EPS was wandering if you could give me your thoughts
Also most of these trade on the venture exchange except for this GET do you know where it trades and why?Thanks a lot you guys do great job!!

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Read Answer Asked by Greg on January 15, 2018

• Ravelin Properties REIT (SOT.UN $0.38)
  • $0.38 Cap: $32M
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Q: What do you think of this company for income and growth. How does the last company they acquired look.

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Read Answer Asked by don on January 15, 2018

• Plaza Retail REIT (PLZ.UN $4.16)
  • $4.16 P/E (TTM): 18.74X Cap: $474M
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Q: What is your opinion of Plaza Retail REIT (PLZ.UN) now that it is significantly down from its 52 week high of $5.18.
Per my research, they buy under-performing retail properties and fix them up.

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Read Answer Asked by David on January 15, 2018

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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Q: Hello Team,
Would you consider Facebook's change in direction announced today and it's price drop problematic enough to sell the stock? If so, would Cisco be a better place to be going forward?
Thank You,
Barry

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Read Answer Asked by Barry on January 15, 2018

• Red Hat Inc. (RHT $187.71)
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Q: What do you think of RHT? Kubernetes is growing extremely fast and their OpenShift platform is strong.

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Read Answer Asked by Tanner on January 15, 2018

• iShares Canadian Financial Monthly Income ETF (FIE $8.76)
  • $8.76 P/E (TTM): 19.14X Cap: $1.13B
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Q: Hi 5i,
I currently own 23 stocks (non reg. and RSP) including the following which in some cases I've owned for over a decade: HR.un,AP.un, T, BCE, H, IPL, ENF, VET, ESN, CSU, GIB.a, ATD.b, WSP, TD, FIE. Which of these above positions would you consider candidates for replacement considering 2018 market conditions(rising interest rates, NAFTA, etc.) And, regardless of specific selection criteria, how would you rate the following replacement candidates or others: AQN, PKI, ERF, PBH, AFN, CM,KXS, PHO?

Please consider # of credits you deem appropriate.
Thanks,
Dean

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Read Answer Asked by Dean on January 15, 2018

Q: is the home page dated dec 15 or am i missing something??

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Read Answer Asked by michael on January 15, 2018

• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $94.77)
  • $94.77 P/E (TTM): 229.59X Cap: $27.96B
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Q: I'm contemplating replacing my WPC.N with IRM.N. Could you please give me your view on which you feel would be the better choice going forward for a dividend growth investor. IRM has had better growth than WPC but their debt is higher. Would this make them a greater risk in the rising interest rate environment?

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Read Answer Asked by Bernie on January 15, 2018

• ONEX Corporation Subordinate Voting Shares (ONEX $110.80)
  • $110.80 P/E (TTM): 13.07X Cap: $7.79B
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• Icahn Enterprises L.P. (IEP $8.95)
  • $8.95 Cap: $4.88B
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• Blackstone Inc. (BX $170.50)
  • $170.50 P/E (TTM): 51.48X Cap: $124.40B
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Q: There have been concerns lately over private equity valuations and ONEX's premium to NAV has shrunk. Is it late in the cycle for this co/group and what are some US comparables? Thank You.

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Read Answer Asked by Michael on January 15, 2018

• Assure Holdings Corp. (IOM $5.40)
  • $5.40 Cap: $29M
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Q: This stock has been trending down of late. What is the short interest and has it increased over the past few weeks? What do you think of this stock? I have a small speculative position. Thanks

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Read Answer Asked by Scott on January 15, 2018

• Exact Sciences Corporation (EXAS $46.83)
  • $46.83 Cap: $8.83B
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• ABAXIS Inc. (ABAX $83.00)
  • $83.00 Cap: $1.89B
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Q: Hi 5i,
Looking to increase US exposure to healthcare stocks and narrowed down to EXAS, , NVRO, NUVA and ABAX. In your opinion which companies offer healthy growth in short to long term and given a choice which 2 companies would you pick based on forward P/E, PEG and price momentum? Thanks so much.

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Read Answer Asked by Sean on January 15, 2018

• CounterPath Corporation (PATH $4.20)
  • $4.20 P/E (TTM): 31.38X Cap: $27M
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Q: This company is shooting up like a rocket, not clear why. Your opinion, please?

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Read Answer Asked by Kurt W on January 15, 2018

• Miscellaneous (MISC)
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Q: Do you have any thoughts on this new company in the cannabis space? Do insiders own a reasonable part?

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Read Answer Asked by Alan on January 15, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Crescent Point has bounced nicely from its lows, far more than other cdn oil names, any thoughts about reviewing your negative disposition toward the company?

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Read Answer Asked by Curtis on January 15, 2018

• Miscellaneous (MISC)
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Q: Hi
I do not find the entire list of the covered stocks. I must try randomly.
With the "old version", i think i was able to see the list of cies coverted. Is that true?

Thanks

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Read Answer Asked by BENOIT on January 15, 2018

• ProShares Short S&P500 -1x Shares (SH $39.11)
  • $39.11 Cap: $1.06B
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Q: Good morning 5i Team.
I'm starting to be concerned about the potential for a significant correction in the markets. I'm interested in your opinion on using a bear ETF on the TSX or S&P as a cost effective way to at least partially protect investments from significant correction? I've read that these tend to decay over time and should only be used for short periods. Is that correct? Does it apply only to the leveraged bear/bull etfs or all?
If the etf idea is not advisable, what would you suggest?
I've got a few questions in there so please take as many credits as necessary.
Thanks
Peter

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Read Answer Asked by Peter on January 15, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $157.00)
  • $157.00 P/E (TTM): 72.82X Cap: $2.43B
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• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
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Q: Your thoughts on ZQQ as a long term (10+ years) RESP hold or would you just buy a low fee S&P 500 (maybe VFV) ?

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Read Answer Asked by Darby on January 15, 2018

• Miscellaneous (MISC)
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Q: For diversification I would like to buy a global fund. I have quite a few GICs. but they are still trying to sell me Edgepoint Global Growth and Income. I wondered if Edgepoint Global Growth would be better. since the GIC make up my income portion of my portfolio. I think the MER is the same for both funds, so I am paying a higher fee for the bond portion.
I appreciate your opinion.
Shirley

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Read Answer Asked by Shirley on January 15, 2018