Investment Q&A

• Cisco Systems Inc. (CSCO $67.56)
  • $67.56 P/E (TTM): 26.36X Cap: $265.73B
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• Johnson Controls International plc (JCI $108.17)
  • $108.17 P/E (TTM): 34.1X Cap: $70.02B
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• Novo Nordisk A/S (NVO $55.51)
  • $55.51 P/E (TTM): 15.63X Cap: $363.68B
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• iShares Biotechnology ETF (IBB $142.32)
  • $142.32 P/E (TTM): 18.7X Cap: $5.63B
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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.

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Read Answer Asked by Marco on November 30, 2016

• Caterpillar Inc. (CAT $471.96)
  • $471.96 P/E (TTM): 23.71X Cap: $218.19B
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• Cummins Inc. (CMI $419.10)
  • $419.10 P/E (TTM): 19.47X Cap: $57.60B
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Q: Hi Folks:
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian

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Read Answer Asked by Brian on November 30, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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• Vecima Networks Inc. (VCM $10.32)
  • $10.32 P/E (TTM): 64.81X Cap: $252M
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Q: Hi 5i,

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

Thanks, Shane

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Read Answer Asked by SHANE on November 30, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $36.45)
  • $36.45 Cap: $23.76B
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Q: How sensitive is BEP.UN to rising interest rates?

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Read Answer Asked by Douglas on November 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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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

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Read Answer Asked by James on November 30, 2016

• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
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Q: Could you comment on recent downturn.Is the dividend sustainable ?

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Read Answer Asked by terrance on November 30, 2016

• Mastercard Incorporated (MA $568.03)
  • $568.03 P/E (TTM): 38.11X Cap: $510.88B
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• Visa Inc. (V $340.38)
  • $340.38 P/E (TTM): 32.95X Cap: $654.47B
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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

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Read Answer Asked by Alnoor on November 30, 2016

• Linamar Corporation (LNR $74.90)
  • $74.90 P/E (TTM): 21.33X Cap: $4.49B
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• Magna International Inc. (MG $65.46)
  • $65.46 P/E (TTM): 11.02X Cap: $18.30B
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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

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Read Answer Asked by Mark on November 30, 2016

• AirBoss of America Corp. (BOS $5.22)
  • $5.22 Cap: $137M
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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?

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Read Answer Asked by David on November 30, 2016

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

Casey

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Read Answer Asked by Harold on November 30, 2016

• Bank of Nova Scotia (The) (BNS $90.12)
  • $90.12 P/E (TTM): 17.26X Cap: $111.43B
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• Sun Life Financial Inc. (SLF $82.74)
  • $82.74 P/E (TTM): 15.01X Cap: $46.66B
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• Currency Exchange International Corp. (CXI $24.49)
  • $24.49 P/E (TTM): 15.51X Cap: $146M
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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

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Read Answer Asked by Bill on November 30, 2016

• Cipher Pharmaceuticals Inc. (CPH $15.75)
  • $15.75 P/E (TTM): 25.16X Cap: $406M
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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.

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Read Answer Asked by Joel on November 30, 2016

• Toronto-Dominion Bank (The) (TD $110.93)
  • $110.93 P/E (TTM): 9.31X Cap: $188.38B
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Q: I am considering buying TD because of their US exposure. What percentage of their profits are from the USA?

Thanks,
Wes

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Read Answer Asked by Wes on November 30, 2016

• Miscellaneous (MISC)
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Q: I can't seem to find the forum section. Where do I find it?

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Read Answer Asked by Mike on November 29, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.06)
  • $46.06 P/E (TTM): 1110.96X Cap: $21.26B
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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

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Read Answer Asked by Bryan on November 29, 2016

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

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Read Answer Asked by Robert on November 29, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi 5i team. I would appreciate your thoughts on Raging River's recent aquisition. Thanks a lot.
Ed

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Read Answer Asked by Ed on November 29, 2016

• D-Box Technologies Inc. Class A Common Shares (DBO $0.43)
  • $0.43 P/E (TTM): 21.25X Cap: $94M
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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.

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Read Answer Asked by Charles on November 29, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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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.

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Read Answer Asked by Ben on November 29, 2016

• Conifex Timber Inc. (CFF $0.26)
  • $0.26 Cap: $11M
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Q: I have been holding some of the for about 3years is it time to move on
Thanks Rick

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Read Answer Asked by Rick on November 29, 2016