Investment Q&A

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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Q: In your opinion does Brexit have a negative effect on VET and how would you compare it with ENB. Which one would you favor.
PB

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Read Answer Asked by Peter on January 24, 2019

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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Q: Reading your recent answers I am considering averaging down on VET, todays stock action gives me pause, big drop on big volume. Wondering if being ex dividend today has something to do with it?

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Read Answer Asked by Charles on January 23, 2019

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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Q: any company reason for the big drop today? thanks.

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Read Answer Asked by Curtis on January 23, 2019

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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Q: Yesterday you answered Dave’s Artis question. Do you have any more comments about the quantity or signifigance of insider buying or company buybacks?

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Read Answer Asked by James on January 23, 2019

• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.03X Cap: $15.08B
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• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.62B
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Q: How would you compare NPI and ARX going foward ?

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Read Answer Asked by terrance on January 23, 2019

• Canopy Growth Corporation (WEED $1.72)
  • $1.72 Cap: $457M
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Q: I keep on thinking that I am missing the boat by not having pot stocks in my portfolio of stocks. Does 5I ever wonder if it might be a good idea to incorporate one or two pot stocks in your growth portfolio. Thanks, Bill

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Read Answer Asked by William J on January 23, 2019

• Alphabet Inc. (GOOGL $281.48)
  • $281.48 P/E (TTM): 28.51X Cap: $3.40T
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Q: How seriously should investors be taking the recent European data privacy decision? How will it impact their business model? How similar is it to FB in terms of the decision and will Google also need to spend extraordinary time and money to satisfy regulators.

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Read Answer Asked by Albert on January 23, 2019

• Currency Exchange International Corp. (CXI $24.00)
  • $24.00 P/E (TTM): 15.85X Cap: $148M
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Q: Just wondering what you thought of their numbers?

TIA

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Read Answer Asked by Gerald on January 23, 2019

• United Natural Foods Inc. (UNFI $38.13)
  • $38.13 Cap: $2.39B
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Q: So we have a new Canada Food Guide. Moving towards a more plant based diet. Seems there's lots of science to prove this is a more healthy direction to move. This brings me to my question. Do you see any investment opportunities related to this new food guide? On the negative side, are there companies that may be impacted negatively?

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Read Answer Asked by Les on January 23, 2019

Q: Would you be able to give an update on AT and whether one could step into this one at this time? Thanks so much for your valuable service!

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Read Answer Asked by patricia on January 23, 2019

• VanEck Morningstar Wide Moat ETF (MOAT $101.07)
  • $101.07 P/E (TTM): 22.9X Cap: $12.75B
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Q: Could you please give me your opinion of MOAT and MOTI etfs.
And are proceeds considered capital gains, dividends or interest?
Thanks
AJ

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Read Answer Asked by Joyce on January 23, 2019

• First Trust ISE Cloud Computing Index Fund (SKYY $139.39)
  • $139.39 P/E (TTM): 37.14X Cap: $3.34B
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• GLOBAL X FDS (BOTZ $37.41)
  • $37.41 P/E (TTM): 60.14X Cap: $3.24B
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Q: Hi Team,
I wish you great investing success in 2019.
Could you please recommend an etf focused on strong cloud companies. In addition is there an AI etf that you like.
Many thanks,
Nancy

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Read Answer Asked by Nancy on January 23, 2019

• Exco Technologies Limited (XTC $6.51)
  • $6.51 P/E (TTM): 10.82X Cap: $250M
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Q: Hello 5i crew
Could you please give your interpretation of the news about the ALC subsidarary in Bulgaria liquidation and the future impact if any on EXCO?
Thank you
J

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Read Answer Asked by Jeremy on January 23, 2019

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.55X Cap: $64.51B
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• Amplify Cybersecurity ETF (HACK $86.10)
  • $86.10 P/E (TTM): 34.6X Cap: $2.31B
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• Zscaler Inc. (ZS $322.04)
  • $322.04 Cap: $50.97B
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• Evolve Cyber Security Index Fund (CYBR $60.90)
  • $60.90 P/E (TTM): 36.57X Cap: $182M
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Q: looking for an ETF in the cybersecurity space, that will give me some growth

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Read Answer Asked by Howie on January 23, 2019

• BMO Tactical Dividend ETF Fund (ZZZD $29.70)
  • $29.70 Cap: $22M
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Q: What's your opinion of Larry Berman's new sleep at night Dividend fund ZZZD ?

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Read Answer Asked by Bernie on January 23, 2019

• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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Q: Good morning 5i
I would like your views on this morning offer from Green Groth to buy Aphria.
I hold 500 shares at $8.39 a share.
Should i tender the shares or wait & see.
Is there a possibility of an other offer from the competition.
Thank you
Guy

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Read Answer Asked by Guy on January 23, 2019

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.26X Cap: $191.26B
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Q: Please recommend a 5G etf or favorite FG companies.
Thank you !

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Read Answer Asked by Nancy on January 23, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 76.32X Cap: $6.08B
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• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 92.64X Cap: $5.93B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.20)
  • $17.20 P/E (TTM): 4.0X Cap: $2.13B
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Q: Hello 5i Research Team,
I would like to invest into a few REIT's. Do you have any recommendations for 3-4 of the top ones.
Thank you.

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Read Answer Asked by John on January 23, 2019

• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 92.64X Cap: $5.93B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.20)
  • $17.20 P/E (TTM): 4.0X Cap: $2.13B
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Q: Good Morning,
Your thoughts on Killam Apartments developing new buildings and expanding into the Kitchener/ Waterloo area, thinking it might be a good long term hold with Laurier and U of Waterloo so close? Or do you have another REIT in your area you like? Thanks so much

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Read Answer Asked by Darby on January 23, 2019

• Harvest Healthcare Leaders Income ETF (HHL $7.47)
  • $7.47 P/E (TTM): 23.19X Cap: $1.57B
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Q: Could I please have your comments on HHL.
Is it a buy for income and capital preservation for a retired investor?
Thank you

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Read Answer Asked by Isabel on January 23, 2019