Investment Q&A

• Applied Materials Inc. (AMAT $182.82)
  • $182.82 P/E (TTM): 21.9X Cap: $146.71B
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• Walgreens Boots Alliance Inc. (WBA $11.66)
  • $11.66 Cap: $10.09B
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• Cardinal Health Inc. (CAH $158.62)
  • $158.62 P/E (TTM): 24.38X Cap: $37.85B
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• Invesco Ltd (IVZ $21.00)
  • $21.00 P/E (TTM): 16.49X Cap: $9.36B
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• AT&T Inc. (T $27.68)
  • $27.68 P/E (TTM): 17.02X Cap: $197.92B
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Q: Hello,
Once a while 5i Research Blog has posted some articles from Mr. Nick Mccallum. I am wondering how is his Sure Dividend track records. Does 5i Research endorse Nick Mccallum’s recommendations. Like most recent one, he give 5 best dividend stocks in S&P 500 (IVZ, AMAT, T, WBA, CAH) to buy. I would like to know your thought for these 5 stocks. To me the wording sounds promotional.
Thanks
Victor

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Read Answer Asked by Victor on June 06, 2018

• Miscellaneous (MISC)
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Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please

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Read Answer Asked by Terry on June 06, 2018

• Vanguard Total International Stock (VXUS $69.08)
  • $69.08 P/E (TTM): 0.45X Cap: $93.07B
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Q: I am thinking of switching a high fee low performing global mutual fund to a lower fee ETF to try to improve performance while maintaining global exposure for the long term.

Do you have any suggestions?

Doug

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Read Answer Asked by Doug on June 06, 2018

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
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• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
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Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice

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Read Answer Asked by thambirajah on June 06, 2018

Q: Unfortunately, I inherited this penny stock a few years ago. The latest news release looks like all smoke and mirrors. Essentially the company is selling one of the companies under its AAO (Foxtek) to another company that the CEO runs (Mooncor). I know this is a penny venture stock but could I get an opinion it just looks very fishy and its all promises of future earnings and shareholders will benefit down the road. Is this common? It looks like he is doing something that we only see on the Venture exchange.

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Read Answer Asked by David on June 06, 2018

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
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Q: Hi,
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert

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Read Answer Asked by Robert on June 06, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Evolve Cyber Security Index Fund (CYBR $54.96)
  • $54.96 P/E (TTM): 154.33X Cap: $153M
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Q: Can you provide a general opinion of the following 2 potential longer terms holds:

CYBR Cyber security ETF)
ECI (Enercare)

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Read Answer Asked by Darrin on June 06, 2018

• Evolve Cyber Security Index Fund (CYBR $54.96)
  • $54.96 P/E (TTM): 154.33X Cap: $153M
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Q: Hi there,

I read an article in the globe a few days ago mentioning that this was one of the top performing Canadian listed ETFs. What are your thoughts on this sector and this ETF particularly? If one were going to purchase, would a hedged or unhedged version perform better in the long term?

Thanks!

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Read Answer Asked by Michael on June 06, 2018

• Xtreme Drilling Corp. (XDC $1.90)
  • $1.90 Cap: $142M
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• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $2.31)
  • $2.31 P/E (TTM): 4.91X Cap: $91M
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Q: Could I get your opinion on the combining of Xtreme and Akita. I hold Akita and used to hold Xtreme.

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Read Answer Asked by Doug on June 06, 2018

Q: I have held stock since 1997 and I am very happy to continue to hold the stock. Why is the stock price lagging the overall stock market?

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Read Answer Asked by Clayton on June 06, 2018

• North Shore Uranium Ltd. (NSU $0.06)
  • $0.06 Cap: $2M
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• Euro Sun Mining Inc. (ESM $0.15)
  • $0.15 Cap: $60M
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Q: what are your views on Euro Sun Mining.
Will they get the permit from RO govt.?
What do you think of F& M, the promoters of this company?
They made an offer to buy out NSU, is it realistic or whimsical?
Thanks

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Read Answer Asked by Subbu on June 06, 2018

• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.86X Cap: $69.38B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Greetings! I need to buy some safe dividend growth stocks for income, and a very long term hold. I already own plenty of bank stocks, telecom, ENB, ENF, IPL, MSI, FTS, AQN, CU.
This for a non-registered account, so .UN stocks are not of benefit. I have looked at the Income Model Portfolio. What would you consider to be good buys right now, whether or not the stocks are in the Model Portfolio? I also have a curiosity about EIF. Thank you.

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Read Answer Asked by Helen on June 06, 2018

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

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Read Answer Asked by Pat on June 06, 2018

• Chartwell Retirement Residences (CSH.UN $17.69)
  • $17.69 P/E (TTM): 84.24X Cap: $5B
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• Sienna Senior Living Inc. (SIA $17.92)
  • $17.92 P/E (TTM): 42.67X Cap: $1.65B
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Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

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Read Answer Asked by Chris on June 06, 2018

• Miscellaneous (MISC)
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Q: An interesting essay, make public if you want

http://www.collaborativefund.com/blog/the-psychology-of-money/

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Read Answer Asked by Peter on June 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

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Read Answer Asked by Kenny on June 06, 2018

Q: Peter and Team:

Could you please explain (if not to complex) why the halving on the discount between WCS and WTI did not result in a decent bounce in Canadian Oil Producing Stocks.

Thanks

Phil

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Read Answer Asked by Phil on June 05, 2018

• Wynn Resorts Limited (WYNN $107.05)
  • $107.05 P/E (TTM): 28.86X Cap: $11.19B
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Q: Any insight as to the downturn on Wynn ?

Thanks

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Read Answer Asked by Theresa on June 05, 2018

• Element Fleet Management Corp. (EFN $35.99)
  • $35.99 P/E (TTM): 27.37X Cap: $14.55B
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Q: Any idea why EFN jumped today? I can't find any recent news at all. Thanks

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Read Answer Asked by Alex on June 05, 2018

• Xtreme Drilling Corp. (XDC $1.90)
  • $1.90 Cap: $142M
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Q: Any idea what caused the significant jump in price today?

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Read Answer Asked by Rick on June 05, 2018