Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $300.90)
  • $300.90 P/E (TTM): 51.69X Cap: $12.06B
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• BMO Low Volatility US Equity ETF (ZLU $57.11)
  • $57.11 P/E (TTM): 56.99X Cap: $2.19B
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• BMO S&P 500 Index ETF (ZSP $97.44)
  • $97.44 P/E (TTM): 80.29X Cap: $19.45B
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• INVESCO QQQ Trust (QQQ $576.18)
  • $576.18 P/E (TTM): 59.46X Cap: $365.31B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.43)
  • $48.43 P/E (TTM): 32.43X Cap: $3.12B
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• Vanguard Total Stock Market ETF (VTI $316.30)
  • $316.30 P/E (TTM): 71.88X Cap: $503.97B
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• iShares Core S&P 500 ETF (IVV $645.98)
  • $645.98 P/E (TTM): 80.15X Cap: $657.47B
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Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks

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Read Answer Asked by Barbara on January 24, 2020

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $48.93)
  • $48.93 Cap: $3.06B
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• Global X S&P 500 Index Corporate Class ETF (HXS $91.63)
  • $91.63 Cap: $4.72B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $73.16)
  • $73.16 Cap: $4.29B
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• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $55.73)
  • $55.73 Cap: $833M
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Q: I have a non-registered account, with 8-10 years before the funds are needed. To minimize tax, we would like focus on 100% capital gains, if possible. Can you recommend some ETFs or individual stocks? We have been looking at Horizon's corporate class ETFs. Thanks for your continued excellent non-biased reports!! Grant

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Read Answer Asked by Grant on January 24, 2020

• BMO US Preferred Share Hedged to CAD Index ETF (ZHP $17.16)
  • $17.16 P/E (TTM): 21.44X Cap: $20M
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Q: Would there be withholding tax on this fund if held in a non registered account since it is sold in Canadian dollars ? Joe

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Read Answer Asked by Joseph on January 24, 2020

• QUALCOMM Incorporated (QCOM $159.12)
  • $159.12 P/E (TTM): 15.25X Cap: $170.32B
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Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

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Read Answer Asked by Keith on January 24, 2020

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 P/E (TTM): 18.79X Cap: $72M
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Q: hi and thanks
Covalon reported their 3rd quarter in late August. It seems they are taking a rather long time to report their year end. Your thoughts. As well the company also stated: "Company expects substantial insider participation in respect of the Offering". Did that participation take place?
thanks
Joe

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Read Answer Asked by Joe on January 24, 2020

• Diana Shipping inc. (DSX $1.62)
  • $1.62 Cap: $179M
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Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

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Read Answer Asked by Ernest on January 24, 2020

• Booking Holdings Inc. (BKNG $5,498.46)
  • $5,498.46 P/E (TTM): 38.02X Cap: $176.77B
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Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

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Read Answer Asked by Olivier on January 24, 2020

• Avita Medical Inc. (RCEL $5.37)
  • $5.37 Cap: $153M
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Q: Hello 5i,
Thank you for the quick reply to my question on the healthcare companies.
For some reason the ticker for Avita Medical was not accepted. Could you give me the 2020 growth estimates for it please?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Hi,
On october 15 2019, you mentioned that Pivot's debt looks OK with a big reduction since 2017.
On november 04 you are more specific and indicate that net debt is now 22 m compared to 155 m in 2016.
Finally, today in your answer to Gary you say that debt remains high at 152 m.

I am confused.

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Read Answer Asked by Guy on January 24, 2020

• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $63.27)
  • $63.27 P/E (TTM): 26.91X Cap: $888M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.91)
  • $42.91 P/E (TTM): 0.16X Cap: $2.76B
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• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $110.82)
  • $110.82 P/E (TTM): 67.18X Cap: $1.22B
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• Mawer Global Small Cap Fund Series A (MAW150 $16.63)
  • $16.63 P/E (TTM): 17.4X Cap: $823M
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• Mawer Canadian Equity Fund Series A (MAW106 $108.56)
  • $108.56 P/E (TTM): 13.8X Cap: $1.07B
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Q: Awhile back you suggested the following percentages for my son's investments.IIP.UN 23%,VUS 16%,VEF 16%,VEE 10%,MAW 106 20%,MAW 150 15%.Just wondering if these percentages are still valid?If so fine, if not do you have other suggestions?Thanks.Paul

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Read Answer Asked by Paul on January 24, 2020

• Tahoe Resources Inc. (THO $4.95)
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• Pan American Silver Corp. (PAAS $43.42)
  • $43.42 P/E (TTM): 36.59X Cap: $15.86B
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Q: Had some Tahoe shares awhile back which turned into PAAS. I sold PAAS after the THO acquisition. Some shares of PAASF have now showed up my account at a price of 0.60 per share. What is PAASF and how did I end up acquiring it? Whats 5i view on this penny stock? Would you advise to just sell it? Thanks.

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Read Answer Asked by Loren on January 24, 2020

• Costco Wholesale Corporation (COST $976.85)
  • $976.85 P/E (TTM): 56.78X Cap: $431.07B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.45)
  • $34.45 Cap: $22.34B
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• Alimentation Couche-Tard Inc. (ATD $70.41)
  • $70.41 P/E (TTM): 18.69X Cap: $66.38B
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Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??

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Read Answer Asked by Chris on January 24, 2020

Q: Hello team: what are the advantages or disadvantages of purchasing Canadian Stocks listed on a USA Exchange-- using USA dollars? thank you for your time- jane

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Read Answer Asked by jane on January 24, 2020

• AltaGas Ltd. (ALA $41.54)
  • $41.54 P/E (TTM): 15.99X Cap: $12.48B
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Q: Hi
Normal volume is about 900,000/ day, today, Jan. 23, volume spiked to over 17 million shares. I can not find any news, any thing at your end?
Thanks

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Read Answer Asked by Greg on January 24, 2020

• NXP Semiconductors N.V. (NXPI $231.21)
  • $231.21 P/E (TTM): 27.27X Cap: $57.67B
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Q: Hi Everyone at 5i! What are your thoughts on this company as a growth investment? Is seems to have gone up quite a bit already. Does it have further to run do you think? What would be its competition? And how is the semiconductor industry faring in general now a days? Cheers, Tamara

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Read Answer Asked by Tamara on January 24, 2020

Q: Can you please comment on this gold producer. They bough Canadian company Atlantic Gold last summer. Does it have the kind of management and metrics that make it a good holding for gold exposure?

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Read Answer Asked by Joel on January 24, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.04)
  • $17.04 Cap: $2.35B
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Q: LSPD is a medium sized cap stock, less than $10 billon in market value. In general terms what does that mean for investment managers like: market size, investment strategies, company sector categories etc. When it gets to be a large cap stock, greater than $10 billon market cap, what does that mean for investment managers. Will more managers be buying the the stock to get their sector quota or and will it be followed by international investment firms etc,

Clayton

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Read Answer Asked by Clayton on January 24, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.03)
  • $197.03 P/E (TTM): 79.78X Cap: $254.15B
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Q: I am above my "sleep well at night" allocation of SHOP and happily I must reduce....thanks, I would like to re invest in a Canadian tech company that trades at a lower valuation, I have ABT,LSPD already, what Canadian Tech company do you suggest?

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Read Answer Asked by Jean on January 24, 2020

• Strathcona Resources Ltd. (SCR $37.83)
  • $37.83 P/E (TTM): 11.06X Cap: $7.89B
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Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri

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Read Answer Asked by KERRI on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $23.26)
  • $23.26 P/E (TTM): 19.91X Cap: $2.34B
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Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

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Read Answer Asked by Stephen on January 24, 2020