Investment Q&A

• Apple Inc. (AAPL $230.49)
  • $230.49 P/E (TTM): 34.47X Cap: $3.40T
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• Meta Platforms Inc. (META $747.38)
  • $747.38 P/E (TTM): 27.33X Cap: $1.89T
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• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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• Namibia Critical Metals Inc. (NMI $0.09)
  • $0.09 Cap: $17M
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Q: What is your outlook on these companies for 2017?

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Read Answer Asked by Keith B. on December 02, 2016

• Spin Master Corp. Subordinate Voting Shares (TOY $22.92)
  • $22.92 P/E (TTM): 20.15X Cap: $2.32B
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Q: Please advise if this is a seasonal sensitive company and when from a seasonal aspect would be a good time to sell re the significant xmas season exposure

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Read Answer Asked by Doug on December 02, 2016

• Platform Specialty Products Corp. (PAH)
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Q: can you comment on Platform Specialty Corp. they have recently addressed their balance sheet ,although still highly levered and looking at amending their current credit arrangements. Is it an attractive high risk investment?.

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Read Answer Asked by Kim on December 02, 2016

• iShares Russell 2000 Growth ETF (IWO $308.59)
  • $308.59 P/E (TTM): 45.65X Cap: $12.35B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.16)
  • $99.16 Cap: $2.12B
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• Vanguard U.S. Total Market Index ETF (VUN $119.49)
  • $119.49 P/E (TTM): 63.32X Cap: $12.83B
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Q: My portfolio closely matches you balanced equity portfolio. As it looks like the US will outperform Canada over the next year I am thinking of picking up some US ETF's for about 20% of my portfolio. What do you think of this strategy and if you agree, what ETF's would you suggest?

Ray

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Read Answer Asked by Raymond on December 02, 2016

• iShares Core High Dividend ETF (HDV $122.89)
  • $122.89 P/E (TTM): 64.73X Cap: $11.59B
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• Invesco Aerospace & Defense ETF (PPA $148.89)
  • $148.89 P/E (TTM): 92.17X Cap: $6.25B
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Q: Bonjour, please provide general comments on these two funds (MER, growth prospects, suitability considering a 10 year time-frame.
Merci
Ronald

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Read Answer Asked by Ronald on December 02, 2016

• Lite Access Technologies Inc. (LTE $0.10)
  • $0.10 Cap: $8M
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Q: I have about a 1.5% position in LTE which includes a 60% gain. It has gone up - up since I bought it, how is the valuation today? I am wondering about adding another .5 - 1% to this position. What are your thoughts on this idea at today's price, and what is the company's outlook for the next couple of years? Thanks as always, Kim

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Read Answer Asked by Kim on December 02, 2016

• Miscellaneous (MISC)
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Q: I thought I was being careful but I've still ended up overweight in industrials ( 17%) owning the above 5 companies. Is there any chance I could relabel any of them to get down to a better level, or must I drop some? If i "relabel" ECI as consumer staples, and SIS as health, I bring my holding down to 12%. Still high, I know, but acceptable? If I must sell some of them, would you rank them in order of reverse preference ?( Keep to not keep) Many thanks for your steady hand as always. I'd be on Advil without you!

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Read Answer Asked by M.S. on December 02, 2016

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: Hello 5i,
Made a nice profit with Opsens. Is it time to move on or there is still nice growth ahead? Would you recommend to maintain a full position of this company? Thanks.

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Read Answer Asked by Jean-Bernard on December 02, 2016

• Alimentation Couche-Tard Inc. (ATD $69.80)
  • $69.80 P/E (TTM): 18.58X Cap: $65.26B
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Q: Recent guest on Market Call said ATD.B is overvalued, "watch out for a fall". Your opinion please. Thanks.

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Read Answer Asked by George on December 02, 2016

• Alimentation Couche-Tard Inc. (ATD $69.80)
  • $69.80 P/E (TTM): 18.58X Cap: $65.26B
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Q: Is there any explanation as to their recent 10% drop in share prices. Last quarter was good, something new come up? Is this a buying opportunity to increase my shares in a diversified portfolio?

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Read Answer Asked by Ric on December 02, 2016

• G6 Materials Corp. (GGG $0.04)
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Q: Follow up question re graphene if I may. I'm wondering if a better strategy would be to invest in the technology developers and patent holders rather than the raw material miners. If I understand correctly, the technology requires miniscule amounts of material so I'm not sure if the miners are the real play here. Thoughts?

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Read Answer Asked by Rick on December 02, 2016

• Thomson Reuters Corporation (TRI $241.20)
  • $241.20 P/E (TTM): 49.26X Cap: $109.13B
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Q: Hello, in which sector of the economy do you consider TRI? TMX Money put it in the industrials sector, does that make sense? I am underweight in both the consumer discretionary and industrials sector, could you suggest two names(with dividends)for each of these two sectors? Thank you, Gervais

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Read Answer Asked by Gervais on December 02, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $35.02)
  • $35.02 Cap: $23.04B
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• Northland Power Inc. (NPI $22.23)
  • $22.23 Cap: $5.81B
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Q: I have a small position in Bep.un and am considering a switch to Npi for a 2 to 3 year hold. What are your thoughts on this strategy and your analysis please? Thanx.

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Read Answer Asked by Steve on December 02, 2016

• Miscellaneous (MISC)
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Q: Just a response to the reader about DRIP. I just called webroker and asked them to put my dividend stocks on a DRIP. They can do it for just the stocks you want or for all of them. It was done in a flash. ( unlike many "please hold" calls!)

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Read Answer Asked by M.S. on December 02, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $35.02)
  • $35.02 Cap: $23.04B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.33)
  • $24.33 P/E (TTM): 40.82X Cap: $717M
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Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.

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Read Answer Asked by Audrey on December 02, 2016

• ING Group N.V. (ING $24.04)
  • $24.04 P/E (TTM): 12.75X Cap: $76.63B
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Q: what are your thoughts for ing groep nv for the next year. thank you.

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Read Answer Asked by Karl on December 02, 2016

• Boston Scientific Corporation (BSX $105.87)
  • $105.87 P/E (TTM): 62.57X Cap: $157.64B
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• Medtronic plc. (MDT $92.05)
  • $92.05 P/E (TTM): 25.5X Cap: $118.10B
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Q: Why these good stocks are going down What is your opinion about these stocks?.Thank you.Ebrahim

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Read Answer Asked by ebrahim on December 02, 2016

• Unilever PLC (UL $62.52)
  • $62.52 P/E (TTM): 23.54X Cap: $153.77B
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Q: see eric reguly article ROB magazine last saturday re "socially committed corporation"
It is currently close to a 52 week low
Please advise re pros/cons buying now for tfsa; can i buy this directly on the european exchange or must i buy as Adr ; it seems to have 2 listings i.e. UN and UL
Many thanks

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Read Answer Asked by Peter on December 02, 2016

• BCE Inc. (BCE $34.44)
  • $34.44 P/E (TTM): 74.91X Cap: $32.11B
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Q: I've read that BCE is overvalued and set for a decline by Motley Fool (a couple of times now). Do you think there is anything to this, or would you considered it a buy with the recent pullback?

Thanks,

Paul

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Read Answer Asked by Paul on December 02, 2016

• Miscellaneous (MISC)
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Q: I am working towards emulating the balanced equity portfolio across various accounts.
Would you please list the ones that would be best in a TFSA and the order was in which one would buy them.
Also, I have a RESP for my 3 year old grandchild which holds PBH and KXS. What would be a good addition to this account with next years contribution?

Thank you

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Read Answer Asked by Rose on December 02, 2016