Investment Q&A

Q: Your thoughts on this company
Thank you

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Read Answer Asked by Peter on February 13, 2017

• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 34.21X Cap: $64.53B
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Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark

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Read Answer Asked by Mark on February 13, 2017

• Manulife Financial Corporation (MFC $44.97)
  • $44.97 P/E (TTM): 14.47X Cap: $77.11B
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Q: Is this a good entry point for MFC? Tx

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Read Answer Asked by hugh on February 13, 2017

• ServiceNow Inc. (NOW $934.68)
  • $934.68 P/E (TTM): 117.98X Cap: $189.63B
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Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?

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Read Answer Asked by Mark on February 13, 2017

Q: I just read that a Brazilian federal court suspended the sale of the Brasileiro SA's pipeline. How mighr this affect BAM?
Thanks

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Read Answer Asked by Nancy on February 13, 2017

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• Seagate Technology Holdings PLC (STX $268.34)
  • $268.34 P/E (TTM): 33.09X Cap: $56.49B
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Q: Would you switch from NVDA to STX here?

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Read Answer Asked by John on February 13, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 16.24X Cap: $26.91B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: For a TFSA. any one of these preferable

Choosing only GUD a sound choice, if one wanted maximum result

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Read Answer Asked by Serge on February 13, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $43.73)
  • $43.73 P/E (TTM): 24.49X Cap: $3.20B
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Q: What are your thoughts on gold as a hedge for inflation and rising rates? If favourable, what would be the best way to play it -- gold company stock, gold ETF or physical gold? Any suggestions on gold ETF's or stocks that look good to buy currently?

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Read Answer Asked by Tony on February 13, 2017

• Dell Technologies Inc. Class V (DVMT $80.00)
  • $80.00 Cap: $15.94B
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Q: There was an article in the Globe & Mail today about Dell Technologies' merger with EMC Corp. They call it the biggest tech deal in history. Do you view this as a good time to hit Dell? What are your thoughts?

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Read Answer Asked by Grant on February 13, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93)
  • $33.93 P/E (TTM): 12.42X Cap: $359M
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• BMO Equal Weight US Banks Index ETF (ZBK $38.71)
  • $38.71 P/E (TTM): 12.42X Cap: $629M
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• Dynamic Active U.S. Dividend ETF (DXU $73.48)
  • $73.48 P/E (TTM): 37.87X Cap: $88M
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Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.

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Read Answer Asked by diane joan on February 13, 2017

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Hello,

A guest of BNN market call recently mentioned MSI which was one of his previous picks and did well for him. Could you please elaborate this company? will you be comfortable to buy at this level? what will be the key risks? Thanks.

Lin

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Read Answer Asked by Lin on February 13, 2017

• Aegis Brands Inc Com (SCU)
  • Cap: $17M
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Q: Second Cup is now just a pale comparison of itself. Do you think there is a chance of a turnaround here?

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Read Answer Asked by Francois on February 13, 2017

• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 93.45X Cap: $5.92B
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• Sienna Senior Living Inc. (SIA $18.84)
  • $18.84 P/E (TTM): 48.23X Cap: $1.75B
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Q: can you please compare these two companies and which one would you suggest to invest in for income?

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Read Answer Asked by adam on February 13, 2017

• Miscellaneous (MISC)
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Q: Hi Peter & Team: For a growth portfolio, what % would you allocate to Cdn,US,EM and other developed mkt. ? What ETF's would you suggest for EM & other dev.mkt, hedged or not hedged to the loony? Thanks. Fooklin

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Read Answer Asked by Fooklin on February 13, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Since you added this company to your income portfolio, this has shot up like crazy. There has been no other news and the company was not moving anywhere for a long time. Is your membership base that big that it can drive the price of one stock that much higher in a two week period and reach all time high's. Isnt there risk that if someone enters now, they will end up losing capital. Also my question balance dropped to 23 from 24 even though I had asked a question about DBO. Why is that?

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Read Answer Asked by Imtiaz on February 13, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I checked some recent answers concerning the Dividend payout & I am still confused. Exactly, what is the split between an allowable DIVIDEND under our tax rules & RETURN of Capital?
Thank you.

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Read Answer Asked by Robert on February 13, 2017

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: Hello 5i
Would you please offer thoughts on Sylogist given we seem to be in a price decline phase - starting with an uptrend break in Sept-16?
Sure feels more than just drifting when a stock falls so hard in a single day. The charts (1&5 yr) are showing a technically broken-down stock not firmly in a downdraft. Am I being lulled to sleep with 5i positive tone and 5 year hypothical viewpoint - when I should really be taking action to protect my Capital?
Thanks
Dave

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Read Answer Asked by David on February 13, 2017

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.49X Cap: $192.78B
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Q: WHAT IS YOUR OPINION THESE DAYS ABOUT THIS STOCK.IS IT A GOOD TIME TO BUY?.THANK YOU.EBRAHIM

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Read Answer Asked by ebrahim on February 13, 2017

• Vanguard FTSE Canada All Cap Index ETF (VCN $61.56)
  • $61.56 P/E (TTM): 6.36X Cap: $11.68B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.72)
  • $69.72 P/E (TTM): 24.48X Cap: $918M
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Q: Hello, I've just opened an RESP for my son and it has $2500 in it and should see $2500 added to it each year plus the gov't portion. Looking at a time frame of about 18-20 years, can you recommend an initial approach? Would a couple ETF's be best for now? or is it better to work toward the income model portfolio? or a few good dividend paying equities for the long term? Thank you.

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Read Answer Asked by Jeff on February 13, 2017

• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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Q: Good morning 5i Team.
Do you believe in stocks to hold forever?
If you do, which ones would make your short list?
I look forward to reading the questions and comments daily.
Thank You.

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Read Answer Asked by David on February 13, 2017