Investment Q&A

• Verizon Communications Inc. (VZ $39.32)
  • $39.32 P/E (TTM): 9.17X Cap: $169.53B
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Q: Your thoughts on Verizon would be appreciated.
Thanks so much.

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Read Answer Asked by Anne on July 27, 2016

• Apple Inc. (AAPL $268.96)
  • $268.96 P/E (TTM): 40.82X Cap: $4T
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• Alphabet Inc. (GOOG $289.11)
  • $289.11 P/E (TTM): 28.62X Cap: $3.32T
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Q: I feel as if I have owned Apple forever! I am now down 20% on the stock and just about ready to throw in the towel. Can you suggest a replacement in the same space with more growth potential? SIMO perhaps, which you have recommended before?

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Read Answer Asked by Michael on July 26, 2016

• Gilead Sciences Inc. (GILD $119.28)
  • $119.28 P/E (TTM): 23.44X Cap: $147.03B
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Q: Where Gilead's earnings bad enough to justify the drubbing they are Taking? Hold on to shares at this point or has something fundamentally changed?

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Read Answer Asked by Kel on July 26, 2016

• Dr. Reddy's Laboratories Ltd (RDY $13.47)
  • $13.47 P/E (TTM): 19.12X Cap: $11.19B
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Q: Why is RDY down more than 10%. Any news?

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Read Answer Asked by satish on July 26, 2016

• American Water Works Company Inc. (AWK $129.50)
  • $129.50 P/E (TTM): 24.29X Cap: $25.37B
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Q: Hello,

What are your thoughts about AWK stock? I have read numerous investing articles illustrating the water will be the new "oil" in 20-30 years. Is it a good time to start investing in this sector?

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Read Answer Asked by troy on July 26, 2016

• 3M Company (MMM $169.08)
  • $169.08 P/E (TTM): 23.2X Cap: $87.68B
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Q: Your thoughts on 3M would be appreciated.
Thanks so much.

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Read Answer Asked by Anne on July 26, 2016

• Cohen & Steers REIT and Preferred and Income Fund Inc. (RNP $21.40)
  • $21.40 P/E (TTM): 30.05X Cap: $1.06B
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Q: The distribution yield is ~7 to 8% and the SEC yield at the end of March was 3.9%. The SEC yield is supposed to reflect current performance and yet the distribution appears not to have changed for a while. Since C&S publish the SEC yield I assume this to be the more accurate representation of "real" current yield and the difference is made up from ROC. At 85% fixed rate and 15% variable rate what do you think of its prospects? - I am happy with the real estate basis.
Thanks

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Read Answer Asked by David on July 26, 2016

• GE Aerospace (GE $314.27)
  • $314.27 P/E (TTM): 43.21X Cap: $333.27B
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• Honeywell International Inc. (HON $204.67)
  • $204.67 P/E (TTM): 24.39X Cap: $135.16B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Which one of these large industrials would you choose to be in your portfolio at this time ? Am I over diversifying if I selected two of them?

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Read Answer Asked by Albert on July 26, 2016

• Miscellaneous (MISC)
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Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.

Thank you,

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Read Answer Asked by Liam on July 25, 2016

• Apple Inc. (AAPL $268.96)
  • $268.96 P/E (TTM): 40.82X Cap: $4T
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Q: I'm concerned that aapl will become another blackberry with ever declining revenues and earnings disappointments. Do you think growth catalysts are on the horizon?

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Read Answer Asked by hal on July 25, 2016

• Amsurg Corp. (AMSG $67.75)
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Q: Can I have your opinion on AmSurg. It's on a high growth projectory and seems reasonably valued. Also how concerned should I be about it's heavy reliance on third party reimbursments(medicare and medicade) and debt level.
Thank-you.

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Read Answer Asked by Albert on July 25, 2016

• Atlassian Corporation (TEAM $162.88)
  • $162.88 Cap: $41.78B
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Q: Any thoughts on Atlassian? (ticker is 'TEAM' on the Nasdaq)? I work in the software industry and I know that their products are fantastic and growing in popularity with large companies. Is it too early to get in as an investment?

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Read Answer Asked by David on July 25, 2016

• Greenbrier Companies Inc. (The) (GBX $41.88)
  • $41.88 P/E (TTM): 6.41X Cap: $1.30B
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Q: GBX seems cheap-rising trend. Has the correction relative to loss of tank-car business been overdone? Would you consider this a buy?

Thanks Jim

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Read Answer Asked by jim on July 25, 2016

• Yahoo! Inc. (YHOO $52.58)
  • $52.58 Cap: $50.38B
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Q: Hi Guys, any thoughts on the Announcement by YAHOO? I hold a fair chunk of shares at a cost of $41.

Many Thanks!

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Read Answer Asked by Austin on July 25, 2016

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.37)
  • $23.37 Cap: $6.29B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $61.77)
  • $61.77 P/E (TTM): 6.36X Cap: $11.76B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $46.46)
  • $46.46 P/E (TTM): 0.19X Cap: $609M
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• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
  • Cap: $921M
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• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $117.41)
  • $117.41 P/E (TTM): 24.8X Cap: $1.30B
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Q: Hi,
My son is taking a break from active stock picking and has gone with this ETF model: VUS(15%), VBU(5%), VCN(22.5%), VAB(5%), VI(22.5%). His investing horizon is very long (10-20 years). Your thoughts on the individual ETFs? How about sector & geographic diversity? Any other concerns?
Thanks!

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Read Answer Asked by Gordon on July 25, 2016

• iShares Future Exponential Technologies ETF (XT $74.87)
  • $74.87 P/E (TTM): 39.56X Cap: $3.75B
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Q: XT-N
iShares Exponential Technologies

I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?

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Read Answer Asked by David on July 25, 2016

• Visa Inc. (V $349.50)
  • $349.50 P/E (TTM): 33.88X Cap: $662.06B
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Q: Can you please comment on VISA earnings. Can you please clarify when do I qualify for dividend.
I buy stock on ex-dividend date do i get dividend. If not how many days in advance i need to buy inorder to get dividend.

Thanks for the great service.

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Read Answer Asked by Hector on July 22, 2016

• PAR Technology Corporation (PAR $35.09)
  • $35.09 Cap: $1.47B
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Q: I would be thankful for your comment on the long-term growth prospects of PAR Technology symbol PAR.us (on NYSE). It looks to be a possibly good candidate for takeover by a better capitalized strategic buyer in the same industry . At its present size PAR would have difficulty combating competitive forces. Is management under pressure from cash-burn (that you can tell) such that they might be pushed to look for a buyer ?

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Read Answer Asked by Adam on July 22, 2016

• QUALCOMM Incorporated (QCOM $178.41)
  • $178.41 P/E (TTM): 17.49X Cap: $192.78B
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Q: Qualcomm has had a nice run up - do you think its a good long term hold or would you sell and buy a Canadian Tech company (e.g CSU / Kinaxis / ESL)? I realize a small profit if I sell now. Thanks, Neil

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Read Answer Asked by Neil on July 22, 2016

• Unilever PLC (UL $60.77)
  • $60.77 P/E (TTM): 23.25X Cap: $150.74B
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Q: Hi All at 5i!! I was considering buying some Unilever. Your thoughts on the company would be welcome. Cheers, Tamara

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Read Answer Asked by Tamara on July 22, 2016