Investment Q&A

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $28.16)
  • $28.16 P/E (TTM): 19.45X Cap: $357M
  • View XMH Profile
  • View Questions on XMH

Q: Would you initiate a full position in XMH for a long term hold in an RESP, thinking its a good way to get some diversification outside of Canada?

Upvote 0

Read Answer Asked by Darby on June 25, 2018

• Vanguard S&P 500 Index ETF (VFV $165.23)
  • $165.23 P/E (TTM): 27.07X Cap: $26.98B
  • View VFV Profile
  • View Questions on VFV

Q: Any concerns with tech representing 26% of the S&P500 ? Is it time to move to a DOW etf which has a more reasonable 15% tech weighting?

Upvote 0

Read Answer Asked by Albert on June 25, 2018

• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 30.67X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• CSX Corporation (CSX $34.28)
  • $34.28 P/E (TTM): 22.01X Cap: $63.83B
  • View CSX Profile
  • View Questions on CSX
• Norfolk Southern Corporation (NSC $286.29)
  • $286.29 P/E (TTM): 21.36X Cap: $64.23B
  • View NSC Profile
  • View Questions on NSC

Q: I have owned NSC and CSX for many years and have done quite well. I am thinking about trimming some profit and diverting into Amazon. I want to own Amazon but wonder if I am getting into it too late and where the valuation is excessively high. How might you approach this scenario? Would you consider selling profit off of CSX and NSC and buying amazon or stay put? I am a long term investor.

Thank you

Upvote 0

Read Answer Asked by Darrin on June 22, 2018

• CI Tech Giants Covered Call ETF (TXF $22.27)
  • $22.27 P/E (TTM): 37.32X Cap: $678M
  • View TXF Profile
  • View Questions on TXF

Q: What do you think of TXF ?

Upvote 0

Read Answer Asked by Charles on June 22, 2018

• Parker-Hannifin Corporation (PH $839.57)
  • $839.57 P/E (TTM): 29.19X Cap: $105.94B
  • View PH Profile
  • View Questions on PH

Q: PH has pulled back from January highs. Why and is there more pain coming for the company?

Upvote 0

Read Answer Asked by Greg on June 22, 2018

• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 72.95X Cap: $201.32B
  • View ISRG Profile
  • View Questions on ISRG
• Stryker Corporation (SYK $368.27)
  • $368.27 P/E (TTM): 47.37X Cap: $140.83B
  • View SYK Profile
  • View Questions on SYK

Q: Hi team, I would like to add some US health care (which I know you don't cover) to my non-registered account for a long term hold and was wondering which one you like better between SYK and ISRG. I am ok with some risk.
Thanks

Upvote 0

Read Answer Asked by Nancy on June 22, 2018

• iShares Russell 2000 Growth ETF (IWO $308.52)
  • $308.52 P/E (TTM): 22.39X Cap: $12.43B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $235.60)
  • $235.60 P/E (TTM): 17.3X Cap: $68.07B
  • View IWM Profile
  • View Questions on IWM
• iShares Russell 1000 Value ETF (IWD $203.04)
  • $203.04 P/E (TTM): 19.02X Cap: $65.57B
  • View IWD Profile
  • View Questions on IWD

Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.

Upvote 0

Read Answer Asked by Ken on June 22, 2018

• Toronto-Dominion Bank (The) (TD $115.59)
  • $115.59 P/E (TTM): 9.68X Cap: $197.33B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $94.00)
  • $94.00 P/E (TTM): 18.0X Cap: $116.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• VersaBank (VBNK $16.43)
  • $16.43 P/E (TTM): 17.5X Cap: $528M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

Q: Hello 5i team. I own TD and BNS. I'm up over 20% on TD this year while I'm generally flat on BNS. Should I rotate out of TD to another bank or does it have more legs to run. I also own a half position in VB and own BAC and C in the US. Thoughts?

Upvote 0

Read Answer Asked by David on June 22, 2018

• Starbucks Corporation (SBUX $85.35)
  • $85.35 P/E (TTM): 35.61X Cap: $97.05B
  • View SBUX Profile
  • View Questions on SBUX

Q: Hi
I have a small position in Starbucks. It is down significantly over the last 2 days. Is a buying opportunity or should I sell

Upvote 0

Read Answer Asked by Lakis on June 21, 2018

• Salesforce Inc. (CRM $227.11)
  • $227.11 P/E (TTM): 32.76X Cap: $216.20B
  • View CRM Profile
  • View Questions on CRM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

Upvote 0

Read Answer Asked by Saeed on June 21, 2018

• Wayfair Inc. Class A (W $105.04)
  • $105.04 Cap: $13.69B
  • View W Profile
  • View Questions on W

Q: Our household is buying more and more products from Wayfair. Can you give me opinion of this stock.
As always thanks for your help.
Clayton

Upvote 0

Read Answer Asked by Clayton on June 21, 2018

• Appian Corporation (APPN $41.34)
  • $41.34 Cap: $3.05B
  • View APPN Profile
  • View Questions on APPN

Q: I picked some Appian u ,s tech ldont understand he technology it looked a mini Shopify type. How do you see this Company.

GC any reason for the significant drop

Upvote 0

Read Answer Asked by thambirajah on June 21, 2018

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.8X Cap: $304.81B
  • View GE Profile
  • View Questions on GE

Q: GE has been going down for years but does a lot of business. Is it a turn around at these levels?

Upvote 0

Read Answer Asked by Dennis on June 21, 2018

• Micron Technology Inc. (MU $207.37)
  • $207.37 P/E (TTM): 26.53X Cap: $232.76B
  • View MU Profile
  • View Questions on MU

Q: Could you please comment on their results.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on June 21, 2018

• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 73.14X Cap: $69.75B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• PowerShares S&P SmallCap Information Tech Ptf (PSCT $53.09)
  • $53.09 P/E (TTM): 20.6X Cap: $303M
  • View PSCT Profile
  • View Questions on PSCT

Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

Upvote 0

Read Answer Asked by Robert on June 20, 2018

• Starbucks Corporation (SBUX $85.35)
  • $85.35 P/E (TTM): 35.61X Cap: $97.05B
  • View SBUX Profile
  • View Questions on SBUX

Q: Are these earnings and store closures a temporary setback or do you think it might be better to move on from Starbucks (SBUX)?

Upvote 0

Read Answer Asked by Andrew on June 20, 2018

• Las Vegas Sands Corp. (LVS $64.31)
  • $64.31 P/E (TTM): 28.85X Cap: $43.48B
  • View LVS Profile
  • View Questions on LVS

Q: Any opinion on this gambling Co. ?? Thanks, Jim

Upvote 0

Read Answer Asked by jim on June 20, 2018

• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 101.25X Cap: $4.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• RadNet Inc. (RDNT $83.00)
  • $83.00 Cap: $6.19B
  • View RDNT Profile
  • View Questions on RDNT

Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry

Upvote 0

Read Answer Asked by Barry on June 20, 2018

• AbbVie Inc. (ABBV $236.28)
  • $236.28 P/E (TTM): 109.78X Cap: $417.59B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $203.90)
  • $203.90 P/E (TTM): 19.6X Cap: $491.06B
  • View JNJ Profile
  • View Questions on JNJ
• Knight Therapeutics Inc. (GUD $6.12)
  • $6.12 Cap: $610M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.34X Cap: $1.50B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• iShares U.S. Medical Devices ETF (IHI $62.70)
  • $62.70 P/E (TTM): 27.61X Cap: $4.21B
  • View IHI Profile
  • View Questions on IHI

Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

Upvote 0

Read Answer Asked by Stephen on June 20, 2018

• Corcept Therapeutics Incorporated (CORT $77.29)
  • $77.29 P/E (TTM): 86.26X Cap: $8B
  • View CORT Profile
  • View Questions on CORT

Q: I know you don't have much info. on use co. but was wondering if anyone had anything on this co. Thank for valuable information and guidance over the years.I have been a member from the start and without your guidance I would have quit the stock market.I'm 81 years old and won't quit unless you do. Cheers Jim

Upvote 0

Read Answer Asked by jim on June 20, 2018