Investment Q&A

• iShares U.S. Regional Banks ETF (IAT $51.93)
  • $51.93 P/E (TTM): 24.9X Cap: $628M
  • View IAT Profile
  • View Questions on IAT
• SPDR S&P Regional Banking ETF (KRE $63.07)
  • $63.07 P/E (TTM): 27.92X Cap: $3.43B
  • View KRE Profile
  • View Questions on KRE

Q: Peter and Ryan,
I know you're expertise is Canadian investments, but I'm interested in your thoughts regarding the future prospects for American regional banks.If you believe there is upside in the sector, are there any specific companies you could recommend, or is there an ETF you believe has upside in the future?
Thanks so much for your appreciated guidance.

Upvote 0

Read Answer Asked by Les on November 18, 2016

• The Hain Celestial Group Inc. (HAIN $1.69)
  • $1.69 Cap: $152M
  • View HAIN Profile
  • View Questions on HAIN

Q: How would you rate this food company?
Thank you!

Upvote 0

Read Answer Asked by Sigrid on November 18, 2016

• JPMorgan Chase & Co. (JPM $290.97)
  • $290.97 P/E (TTM): 14.29X Cap: $808.63B
  • View JPM Profile
  • View Questions on JPM
• Wells Fargo & Company (WFC $80.28)
  • $80.28 P/E (TTM): 14.5X Cap: $261.24B
  • View WFC Profile
  • View Questions on WFC

Q: I have owned WFC for a couple of years and purchased it because it was considered to be the best in class by some (Warren Buffet) although its reputation has been tarnished in the last few months. I know you have always preferred JPM. Would you endorse a switch over to JPM or does WFC still provide a pretty reasonable upside in your opinion?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on November 18, 2016

• Nestle SA (NESN)
  • View NESN Profile
  • View Questions on NESN

Q: In order to diversify toward the US. i would like to begin a position to this co. the interest at 3.37 is interesting,i'm 72 and plan to let it ride in my TSFA for the (long? or medium term)this stock could be considered an income?
Thank You

Upvote 0

Read Answer Asked by DANIEL on November 18, 2016

• SPDR S&P 500 ETF Trust (SPY $628.77)
  • $628.77 P/E (TTM): 24.47X Cap: $648.75B
  • View SPY Profile
  • View Questions on SPY

Q: Do the added Mer fees charged on smart or factored ETFs result in superior performance when compared to regular passive Etfs?

Upvote 0

Read Answer Asked by Jerald on November 18, 2016

• Johnson & Johnson (JNJ $164.36)
  • $164.36 P/E (TTM): 18.21X Cap: $395.46B
  • View JNJ Profile
  • View Questions on JNJ
• Bank of Nova Scotia (The) (BNS $76.00)
  • $76.00 P/E (TTM): 15.88X Cap: $94.66B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $61.01)
  • $61.01 P/E (TTM): 22.88X Cap: $133B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Greetings
Have you ever considered a list of stocks to own, dare I say it, forever? Something so enduring that you can almost set it and forget it. My list would include Berkshire Hathaway, Phillip Morris, Coca Cola. It would discourage frequent trading, focusing on price targets, hand wringing over every quarterly, etc.
Looking forward to your thoughts.
Tim

Upvote 0

Read Answer Asked by Tim on November 18, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.44X Cap: $784M
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: In a press release dated Nov.10 DH announced agreements to amend debt covenants. What does this mean? Thx

Upvote 0

Read Answer Asked by blake on November 18, 2016

• Lucara Diamond Corp. (LUC $0.24)
  • $0.24 P/E (TTM): 1.53X Cap: $106M
  • View LUC Profile
  • View Questions on LUC
• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
  • View BUS Profile
  • View Questions on BUS

Q: Hello, Lucara sent out a press release today indicating completion of sale of 12 large diamonds totalling $38+ million. Wondering how you feel this will impact the stock price.
Also, I note a large run up in price of Grande West Transportation. Anything other than recent sales (incl USA)? Could this be a New Flyer proxy?
Thank you,
Brian

Upvote 0

Read Answer Asked by Brian on November 18, 2016

• Novartis AG (NVS $114.14)
  • $114.14 P/E (TTM): 19.46X Cap: $225.43B
  • View NVS Profile
  • View Questions on NVS

Q: I have held Novartis for a few years and still show a profit of ~33%. However it has dropped significantly in the last 18 months. In the pharma space, I also hold Knight Therapeutic (GUD) and Johnson & Johnson (JNJ). I wonder if Novartis is still worth keeping or should I consider switching to something else (or increasing my holding in J&J or GUD). It represents ~1% of my portfolio which is well diversified but light on pharma. Although not your primary field of expertise, I would still appreciate any light you could shed on the company. Thank you for your valuable insights.

Upvote 0

Read Answer Asked by jacques on November 18, 2016

• Northern Dynasty Minerals Ltd. (NDM $1.23)
  • $1.23 Cap: $661M
  • View NDM Profile
  • View Questions on NDM

Q: Hi team,

Do you have any thoughts on Northern Dynasty's recent earnings? Is there a solid reason for the big gains? Would you buy or sell at this point?

Upvote 0

Read Answer Asked by Bill on November 18, 2016

• Unilever PLC (UL $59.66)
  • $59.66 P/E (TTM): 22.38X Cap: $146.04B
  • View UL Profile
  • View Questions on UL

Q: Hi 5i Team,

Would you consider Unilever PLC "cheap" now, and a good buy for next year?

Thanks, Shane

Upvote 0

Read Answer Asked by SHANE on November 18, 2016

• Hydrogenics Corporation (HYG $19.59)
  • $19.59 P/E (TTM): 12.31X Cap: $2.77B
  • View HYG Profile
  • View Questions on HYG

Q: Hi 5i,

Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?

Thanks again, Shane

Upvote 0

Read Answer Asked by SHANE on November 18, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Can you give me three hedge fund names you would consider strong investments for next 5-10 years .i am retiring in 10 years and have most of my money in a variety of hedge funds and wondering what your guys opinion would be good picks for a tfsa,rsp, and a non registered account individually.

Upvote 0

Read Answer Asked by Brad on November 18, 2016

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: How do you interpret the announcement the company made today on one of their products?

Is this just a pop or a longer term effect?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 18, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Gentlemen I was advised to keep all the Canadian stocks that pay a $US dividend in $US accounts.

Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.

Thanks very much

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 18, 2016

• Element Fleet Management Corp. (EFN $35.70)
  • $35.70 P/E (TTM): 27.23X Cap: $14.44B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• ECN Capital Corp. (ECN $3.00)
  • $3.00 P/E (TTM): 109.51X Cap: $844M
  • View ECN Profile
  • View Questions on ECN

Q: would you suggest moving efn into ecn

Upvote 0

Read Answer Asked by andrew on November 18, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi there,

is there any way to know the target price for above companies you have recommended.

is there any source that would provide the target price for these companies or any other companies you cover.

also, what's the usual timing of your stock recommendations.

Thank you for your service.

Upvote 0

Read Answer Asked by RUFAT on November 18, 2016

• GoGold Resources Inc. (GGD $2.20)
  • $2.20 P/E (TTM): 156.24X Cap: $832M
  • View GGD Profile
  • View Questions on GGD

Q: Hi 5i,

Can you tell me about GoGold Resources (GGD.TO) and your opinion of them?

Thank you, Shane

Upvote 0

Read Answer Asked by SHANE on November 18, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP

Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.

Upvote 0

Read Answer Asked by Margot on November 18, 2016

• Alaris Equity Partners Income Trust (AD.UN $19.05)
  • $19.05 P/E (TTM): 4.63X Cap: $868M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Trying to figure out if I should hold waiting for the turn around or buy something like

Upvote 0

Read Answer Asked by Leo on November 18, 2016