Investment Q&A

• Apple Inc. (AAPL $274.62)
  • $274.62 P/E (TTM): 37.28X Cap: $4.03T
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• Alphabet Inc. (GOOG $324.40)
  • $324.40 P/E (TTM): 29.89X Cap: $3.90T
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• International Business Machines Corporation (IBM $296.34)
  • $296.34 P/E (TTM): 35.67X Cap: $276.99B
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Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.

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Read Answer Asked by Brad on June 13, 2016

Q: Dear Sirs,

I would appreciate any insights you may have into "Thorium" as an investment, as well as any specific recommendations.
With thanks,

Brad

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Read Answer Asked by Brad on June 13, 2016

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.73)
  • $52.73 P/E (TTM): 14.32X Cap: $23.87B
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• iShares S&P/TSX SmallCap Index ETF (XCS $34.90)
  • $34.90 P/E (TTM): 2.33X Cap: $234M
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Q: I have made some good gains on XCS(24%) and XIC (10.5%) from the market runup from January. Thanks to your article about small caps stocks from last year. Now I am wondering if I should take the gains, wait for a sell off and buy in again. With most of my stocks I never time the market and its all buy and hold but with XCS and perhaps XIC I am considering taking profits. Or mayble I should just take profits from XCS..Note that the holdings are in a registerd account so tax is not an issue. Your opinion is most valued. cheers, Shyam

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Read Answer Asked by Shyam on June 13, 2016

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.34)
  • $50.34 Cap: $3.51B
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Q: Your opinion for this stock is appreciated.Thanks.Ebrahim

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Read Answer Asked by ebrahim on June 13, 2016

• American International Group Inc. (AIG $74.90)
  • $74.90 P/E (TTM): 13.75X Cap: $40.41B
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Q: What is your opinion about holding AIG? Would it be best to sell?

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Read Answer Asked by Dennis on June 13, 2016

• Miscellaneous (MISC)
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Q: Although I have an idea of what the term Current Ratio means, could you give your interpretation of the term. I have read that it has importance in determining the value of a company. Could you please comment on this. If it does have value then what would be a good benchmark to use. Thanks.

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Read Answer Asked by Rob on June 13, 2016

• Empire Industries Ltd. (EIL)
  • P/E (TTM): -1.3X Cap: $64M
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Q: What is opinion of this solid company, its pending changes and future potential considering its Western Canada base, etc. Thank you

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Read Answer Asked by Ryczard on June 13, 2016

• Republic Services Inc. (RSG $224.08)
  • $224.08 P/E (TTM): 32.73X Cap: $69.36B
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• Waste Connections Inc. (WCN $171.85)
  • $171.85 P/E (TTM): 69.2X Cap: $43.48B
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Q: When BIN got taken over I used the money to buy RSG over WCN. I have no complaints with either performance or dividend, but wonder which of the two you would prefer going forward and why.
Thanks you

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Read Answer Asked by Kyle on June 12, 2016

• Miscellaneous (MISC)
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Q: In today's Globe there is a lot of doom and gloom news about Bonds, especially from Bill Gross, the bond Guru.
As (an almost) a senior, should I worry about my bond ETFs? I a well diversified in Bonds, Short/medium term, Corporate, US and International.
If I have to sell them now, where can I divert that money?!!
I have preferreds ETFs, dividend ETFs, REITs. Should I increase my % in these areas? Or take the risk and increase the equity portion of my portfolio?

Thanks in advance.

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Read Answer Asked by Savalai on June 12, 2016

• Miscellaneous (MISC)
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Q: Sorry, I should have clarified in my previous question, that I was looking for a Dow etf on the U.S. exchange as I want to purchase it in usd. Can you recommend one?

Since I currently only own IWO i thought the Dow would add a bit more stability and income than an s and p etf. Is this a good strategy?

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Read Answer Asked by Carla on June 12, 2016

• Hudson's Bay Company (HBC $10.99)
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Q: I would be interested in your current opinion of HBC in light of their latest quarter.
Do their real estate interests and joint ventures w/ Simons in the US and RioCan in Canada represent a significant opportunity going forward?
Thanks,
NA

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Read Answer Asked by Nicholas on June 12, 2016

• FirstService Corporation (FSV $222.80)
  • $222.80 P/E (TTM): 52.28X Cap: $10.18B
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Q: Is this recent drop in FSV a good entry point to add to my existing 2% position? Thanks and have a great weekend.

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Read Answer Asked by Ford on June 12, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X
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Q: Except for Peter, all of the analysts commenting on about HCG on BNN in the last few months are negative on this stock. What are they missing?
Tanks

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Read Answer Asked by Hans on June 12, 2016

• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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Q: Hi , if Britain leaves , will the "market" perceive it as a negative to ATD.B
- would it make more sense to sit on the sidelines for June , or maybe scale in on dips

Thanks,
David

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Read Answer Asked by David on June 12, 2016

• Sirius XM Canada Holdings Inc. Class A Subordinate Voting Shares (XSR $4.49)
  • $4.49 P/E (TTM): 11.2X
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Q: Hi I currently own some of this stock. The company is being sold to it's American parent company. Do you recommend selling the stock at it's current price, wait to see if price goes higher, or keep the stock and convert it into the American stock? Thank you for your response.

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Read Answer Asked by Alan on June 12, 2016

• Precious Metals and Mining Trust (MMP.UN $4.23)
  • $4.23 P/E (TTM): 31.83X Cap: $49M
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Q: A long time ago, long before 5i, I bought MMP.UN as a way of owning some gold exposure for insurance. I have held it far too long. Looking at it now, I see it has a high MER, mostly junior golds, and a bit of a dividend, much less than when I bought it. Would I be better off to have XGD for this portion of my portfolio? ZJG probably has all the same juniors as MMP.UN
Thanks. Until I joined 5i I never used to look at details like this

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Read Answer Asked by John on June 12, 2016

• Miscellaneous (MISC)
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Q: Re: the questions of max percentage small caps for a long-term investor that does not need the capital (answer: 30% max) - what do you consider a small cap? what do you consider mid caps? I am not sure but my understanding is that definitions range on that front. Would the 30% include mid caps too? Many thanks!

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Read Answer Asked by Derek on June 12, 2016

• Amazon.com Inc. (AMZN $208.72)
  • $208.72 P/E (TTM): 29.33X Cap: $2.24T
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: I'm trying to understand the above 2 companies which has a really high P/E, and yet has been refer to as a favorite. What other measurement should I be watching aside from P/E.

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Read Answer Asked by DAVID on June 12, 2016

• iShares Core Canadian Universe Bond Index ETF (XBB $28.31)
  • $28.31 Cap: $9.46B
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Q: If Harry Dent is right and we are in for a few years of deflation, which Canadian stocks/ETF's do you recommend to see us through it?

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Read Answer Asked by Ed on June 12, 2016

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: Just a short question about your search engine. I tried to view past comments about SVC (Sandvine ) and found no record of any questions and answers. Strange because I seem to recall a question being asked previously,( perhaps I am mistaken). Your comment please. Thanks.

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Read Answer Asked by John on June 12, 2016