Investment Q&A

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.63)
  • $41.63 P/E (TTM): 0.16X Cap: $2.69B
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• Vanguard FTSE Emerging Markets ETF (VWO $50.38)
  • $50.38 P/E (TTM): 20.78X Cap: $86.45B
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Q: In your response to a previous question where I was looking to replace VWO with a Canadian equivalent, you suggested VEE. The TD Webbroker site shows VWO with a dividend yield of 2.15% and VEE with 1.34%. Can you confirm these numbers and if they track the same index why would there be any noteworthy difference?

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Read Answer Asked by Steven on January 04, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Hi Peter and team,

Can you kindly let me know the business model of the company. What is the potential growth in the space. Do you think it will still be around in 5 years. In addition, it is a takeout candidate. Thank you in advance.

Norwood

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Read Answer Asked by Norwood on January 04, 2018

• CorEnergy Infrastructure Trust Inc. (CORR)
  • Cap: $3M
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Q: Happy New Year to you all !
I would like your opinion for CORR Energy Trust , specifically the sustainability of the dividend .
Thanks
Rick

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Read Answer Asked by Richard on January 04, 2018

• Engagement Labs Inc. (EL $0.02)
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• Enterprise Group Inc. (E $1.54)
  • $1.54 P/E (TTM): 35.68X Cap: $122M
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Q: Happy New Year.
Two stocks I currently hold are Engagement Labs and Enterprise Group. Both are being held at a significant loss.
Is there any point in continuing to hold either of these companies or is it time to simply move on?
Thanks, Rick

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Read Answer Asked by Richard on January 04, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Swiss Water Decaffeinated Coffee Inc. (SWP $4.45)
  • $4.45 P/E (TTM): 19.81X Cap: $42M
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Q: I know this is a difficult question, but can you think of some companies where downside is limited, but upside is large? I think GUD might be one since they have so much cash - are there other companies with similar attributes?

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Read Answer Asked by Mike on January 04, 2018

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: BPY-UN has been in decline since October 2017. Thoughts on where the stock will be going in 2018. Would you consider it a buy / hold / sell?
Thank you

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Read Answer Asked by Stephen on January 03, 2018

• Miscellaneous (MISC)
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Q: Happy New Years 5i!

I'd like to know what your three favourite sectors for 2018 would be?

Also, I often hear about sector rotation as one area of the market cools and another heats up. How do you at 5i track these shifts in sector sentiment? Is it as simple as just observing the share price movements in the different sectors?

Thanks again!

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Read Answer Asked by Tristan on January 03, 2018

• Mason Resources Inc. (LLG $0.09)
  • $0.09 Cap: $13M
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Q: What is the prospects of this company?
George Mani

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Read Answer Asked by George on January 03, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: I own the above stock which has gone down recently. Should I get out of it now?

George Mani

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Read Answer Asked by George on January 03, 2018

• iShares Russell 2000 Growth ETF (IWO $291.82)
  • $291.82 P/E (TTM): 4.55X Cap: $11.79B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.78)
  • $96.78 Cap: $2.06B
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• Vanguard U.S. Total Market Index ETF (VUN $116.19)
  • $116.19 P/E (TTM): 58.02X Cap: $12.42B
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Q: I have very little invested outside of Canada and would like to increase foreign investments. What are the tax ramifications if any, of investing in index funds such as Vanguard or Ishares in a taxable account? I suspect that there may be a withholding tax.

What would your 3 favourites be for investing outside of North America?

Thanks
Ron

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Read Answer Asked by Ron on January 03, 2018

• Electrovaya Inc. (EFL)
  • Cap: $159M
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Q: is there any hope for this company? should I take my loss in a rif thanx

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Read Answer Asked by rick on January 03, 2018

• Microsoft Corporation (MSFT $524.94)
  • $524.94 P/E (TTM): 41.43X Cap: $3.92T
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• Oracle Corporation (ORCL $256.43)
  • $256.43 P/E (TTM): 58.19X Cap: $718.13B
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Q: I am considering a move from Microsoft to Oracle. While both are good companies I wonder if Oracle's upside is a little stronger. Your thoughts are appreciated.

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Read Answer Asked by Alex on January 03, 2018

• Exchange Income Corporation (EIF $66.51)
  • $66.51 P/E (TTM): 26.83X Cap: $3.42B
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Q: EIF has been drifting lower the past few trading days any word as why? Don

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Read Answer Asked by DONALD on January 03, 2018

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.26B
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Q: Any reason/news for the 3% drop in the stock.

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Read Answer Asked by domenic on January 03, 2018

• Miscellaneous (MISC)
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Q: Hey 5i,
Is there a preference, benefit or detriment between these two scenarios? Assuming allocation, growth, risk etc. are all comaprable. What would positives/negatives be of each?
1)invest $100 in 1 $100 share of company A and have it grow 10%
2)invest $100 in 10 $10 shares of company B and have it grow 10%

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Read Answer Asked by david on January 03, 2018

• iShares S&P/TSX Capped Materials Index ETF (XMA $28.80)
  • $28.80 P/E (TTM): 95.2X Cap: $252M
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• Vanguard Materials ETF (VAW $196.35)
  • $196.35 P/E (TTM): 58.26X Cap: $2.54B
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Q: Good Morning: I sent this question in last week but am assuming it got lost in cyberspace somehow. I am looking for a recommendation on a materials etf since I am very light in this space. My only holding at the moment is BHP. Also, is this a space that you would consider it necessary or important to have some exposure to at this time or in the near future. Thanks.

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Read Answer Asked by Donald on January 03, 2018

• Artis Real Estate Investment Trust (AX.UN $7.40)
  • $7.40 Cap: $718M
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Q: Would it be a good time to sell Artis? It has a good dividend but growth does not seem to be happening. What would be a better REIT to be in that would have around the same yield?

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Read Answer Asked by Kevin on January 03, 2018

• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • $5.92 Cap: $59M
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Q: I am primarily interested in income but do not want to risk my capital. If interest rates move up, say 75 basis points this year, how detrimental would that be to the stock price. Would they consider reducing the distribution? Thank you, Bob

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Read Answer Asked by Bob on January 03, 2018

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: Hello, this is in regard of the Income Portfolio. Are you going to keep Absolute Software (ABT) in the portfolio? The stock seems to perform poorly, do you see a brighter future for ABT? Knowing that AGU is now Nutrien (NTR), are you going to keep NTR in the portfolio? Do you know the dividend yield of NTR? Regards, Gervais

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Read Answer Asked by Gervais on January 03, 2018

• Miscellaneous (MISC)
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Q: I am wondering if the current bull market has a lot to do with new investors coming into the market. As it becomes cheaper and easier to invest, and the importance of utilizing TSFA's becomes more apparent, it seems to me more and more people are opening TSFA's and buying stocks. As volumes increase does that not necessitate higher valuations in general?

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Read Answer Asked by John on January 03, 2018