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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5iResearch Team,

Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).

Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?

Cheers,
Harry
Read Answer Asked by Harry on July 20, 2017
Q: I have 2 questions. I am down 20% on clr and I would like your outlook for the next 6 months to a year. Time to sell or do you see upside? Would you look under the hood of xsi and comment on this etf as fixed income for a 1 to 2 year hold and what the influence of higher interest rates might be on the components? Thanx.
Read Answer Asked by Steve on July 20, 2017
Q: With the recent strength of the CDN$ I am looking for opportunities to take advantage of this. One thought is to sell current dual listed holdings and convert from Cdn to US and the other thought is to look for other undervalued foreign investments. Would appreciate your input and suggestions.

Thank-you and appreciate the great service your team provides.
Read Answer Asked by Alex on July 20, 2017
Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex
Read Answer Asked by Alex on July 20, 2017
Q: I am retired and living on dividend income. 80% of my funds are in my income portfolio, which is focused on dividends and yield (approx. 20 stocks) and meet my income needs.
So I am considering investing the remaining 20% of my funds in your balanced portfolio for more capital appreciation. How would you recommend I go about this? If I also mirror your balanced portfolio, I would have 40+ stocks in my portfolio.
Would you therefore recommend 5 stocks that look most attractive at current valuations and invest equally in each?
Read Answer Asked by Curtis on July 20, 2017
Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.
Read Answer Asked by Scott on July 20, 2017
Q: I would like to ask for your opinion and comment on my investment approach with reference to hedged to CAD or un-hedged versions of ETF's available from Canadian issuers. My approach has been the following:
- keep US equity ETF un-hedged;
- keep developed and emerging international equity ETF's hedged to CAD;
- keep US bond ETF's hedged to CAD.
I am aware that this approach was not too benefitial during the past month or two, and I am starting to have second thoughts, but I figure I better ask for a second opinion from a pro before I make any changes. This is where you guys step in...
Thank you.
Read Answer Asked by Rudolf on July 20, 2017
Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken
Read Answer Asked by Ken on July 20, 2017
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