Investment Q&A

• Cisco Systems Inc. (CSCO $67.90)
  • $67.90 P/E (TTM): 26.96X Cap: $270.04B
  • View CSCO Profile
  • View Questions on CSCO
• Johnson Controls International plc (JCI $108.66)
  • $108.66 P/E (TTM): 34.7X Cap: $71.10B
  • View JCI Profile
  • View Questions on JCI
• Novo Nordisk A/S (NVO $58.74)
  • $58.74 P/E (TTM): 16.63X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• iShares Biotechnology ETF (IBB $149.62)
  • $149.62 P/E (TTM): 18.7X Cap: $6.17B
  • View IBB Profile
  • View Questions on IBB

Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.

Upvote 0

Read Answer Asked by Marco on November 30, 2016

• Caterpillar Inc. (CAT $490.57)
  • $490.57 P/E (TTM): 24.48X Cap: $229.82B
  • View CAT Profile
  • View Questions on CAT
• Cummins Inc. (CMI $432.59)
  • $432.59 P/E (TTM): 19.78X Cap: $59.60B
  • View CMI Profile
  • View Questions on CMI

Q: Hi Folks:
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian

Upvote 0

Read Answer Asked by Brian on November 30, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
  • View NYX Profile
  • View Questions on NYX
• Vecima Networks Inc. (VCM $10.14)
  • $10.14 P/E (TTM): 64.94X Cap: $246M
  • View VCM Profile
  • View Questions on VCM

Q: Hi 5i,

What are you top picks for companies to purchase due to tax loss selling?

Thanks, Shane

Upvote 0

Read Answer Asked by SHANE on November 30, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $37.02)
  • $37.02 Cap: $24.35B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: How sensitive is BEP.UN to rising interest rates?

Upvote 0

Read Answer Asked by Douglas on November 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
  • View DHX Profile
  • View Questions on DHX
  • View Reports on DHX

Q: Hello team -

What are your thoughts on DHX Media's aggressive company purchasing plans for the upcoming year?

Is there a concern on how much debt they plan on taking on?

Is this a good opportunity to buy more shares at this level, or should one wait?

Thanks.

Jim

Upvote 0

Read Answer Asked by James on November 30, 2016

• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
  • View GXO Profile
  • View Questions on GXO

Q: Could you comment on recent downturn.Is the dividend sustainable ?

Upvote 0

Read Answer Asked by terrance on November 30, 2016

• Mastercard Incorporated (MA $577.33)
  • $577.33 P/E (TTM): 38.69X Cap: $521.91B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $345.95)
  • $345.95 P/E (TTM): 33.97X Cap: $671.12B
  • View V Profile
  • View Questions on V

Q: hi, i would like to buy btween via or master card for my finacial side . and i am looking for long tearm. thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on November 30, 2016

• Linamar Corporation (LNR $76.30)
  • $76.30 P/E (TTM): 20.93X Cap: $4.56B
  • View LNR Profile
  • View Questions on LNR
• Magna International Inc. (MG $67.69)
  • $67.69 P/E (TTM): 11.23X Cap: $19.07B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I have MG and LNR in my investment account. They are down 5% and 30%. I need to shift over some funds to my TFSA in January. Which would you sell?

Thanks

Upvote 0

Read Answer Asked by Mark on November 30, 2016

• AirBoss of America Corp. (BOS $5.10)
  • $5.10 Cap: $138M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Airboss announced early Nov. 28 an NCIB for up to 10% of the public float, to start Nov. 30, 2016 and run for a year. Do you think this might put a floor under the price, which seems has bounced off the 52-week low in the last couple of days. Would you consider this an opportunity to step into this name in a modest way or do you think there might still be additional tax loss selling over the next couple of week?

Upvote 0

Read Answer Asked by David on November 30, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: not a question, just a big thank your for your suggestions to my question and for all you do for us.

Casey

Upvote 0

Read Answer Asked by Harold on November 30, 2016

• Bank of Nova Scotia (The) (BNS $90.87)
  • $90.87 P/E (TTM): 17.32X Cap: $112.82B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $83.98)
  • $83.98 P/E (TTM): 15.34X Cap: $47.73B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Currency Exchange International Corp. (CXI $24.75)
  • $24.75 P/E (TTM): 16.26X Cap: $153M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on November 30, 2016

• Cipher Pharmaceuticals Inc. (CPH $16.19)
  • $16.19 P/E (TTM): 24.47X Cap: $411M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: How does decision to delist on NSDQ impact company? Do you see any small spur in momentum for share price come New Year? Thank you.

Upvote 0

Read Answer Asked by Joel on November 30, 2016

• Toronto-Dominion Bank (The) (TD $111.14)
  • $111.14 P/E (TTM): 9.46X Cap: $189.73B
  • View TD Profile
  • View Questions on TD

Q: I am considering buying TD because of their US exposure. What percentage of their profits are from the USA?

Thanks,
Wes

Upvote 0

Read Answer Asked by Wes on November 30, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I can't seem to find the forum section. Where do I find it?

Upvote 0

Read Answer Asked by Mike on November 29, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.59)
  • $46.59 P/E (TTM): 1114.33X Cap: $21.32B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I wonder if the drop in BIP.UN today may be the result of people thinking the offering is $32.00 CDN and not US funds?
Thanks.
Bryan

Upvote 0

Read Answer Asked by Bryan on November 29, 2016

• Three Valley Copper Corp Cl A (SRHI)
  • P/E (TTM): -0.8X Cap: $25M
  • View SRHI Profile
  • View Questions on SRHI

Q: What is your opinion of this deal (and Rick Rule- who seems to use a lot of big words in many paragraphs when smaller words in a short sentence would suffice !) I have owned SRC for years and it seems to continually circle the drain. Thanx Robbie

Upvote 0

Read Answer Asked by Robert on November 29, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX

Q: Hi 5i team. I would appreciate your thoughts on Raging River's recent aquisition. Thanks a lot.
Ed

Upvote 0

Read Answer Asked by Ed on November 29, 2016

• D-Box Technologies Inc. Class A Common Shares (DBO $0.44)
  • $0.44 P/E (TTM): 22.0X Cap: $97M
  • View DBO Profile
  • View Questions on DBO

Q: Has a decision been made regarding the share consolidation been made, I cant find any details? It's tempting to buy more at the current price, From a nice gainer, I'm currently underwater.

Upvote 0

Read Answer Asked by Charles on November 29, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX

Q: Any thoughts on Raging River Exploration. It's been on a bit of a down trend recently and I was wondering if it might be an entry point or if there is something up at the company.

As always thank you for your thoughts and analysis.

Upvote 0

Read Answer Asked by Ben on November 29, 2016

• Conifex Timber Inc. (CFF $0.27)
  • $0.27 Cap: $10M
  • View CFF Profile
  • View Questions on CFF

Q: I have been holding some of the for about 3years is it time to move on
Thanks Rick

Upvote 0

Read Answer Asked by Rick on November 29, 2016