Investment Q&A

• The Boeing Company (BA $214.63)
  • $214.63 Cap: $162.29B
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• General Dynamics Corporation (GD $325.28)
  • $325.28 P/E (TTM): 21.92X Cap: $87.49B
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• Lockheed Martin Corporation (LMT $473.12)
  • $473.12 P/E (TTM): 26.57X Cap: $110.45B
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• Northrop Grumman Corporation (NOC $577.08)
  • $577.08 P/E (TTM): 21.18X Cap: $82.62B
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• Raytheon Company (RTN $116.96)
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.

Rob

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Read Answer Asked by Rob on February 28, 2017

• Canadian Solar Inc. (CSIQ $12.32)
  • $12.32 Cap: $729M
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Q: What is your current assessment of CSIQ ?

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Read Answer Asked by Bruce on February 27, 2017

• Amplify Cybersecurity ETF (HACK $85.42)
  • $85.42 P/E (TTM): 32.08X Cap: $2.28B
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Q: Greetings
As a follow up to a question from Paul, you might consider 'HACK' an ETF focused on the cyber security industry. 5i please feel free to offer your own commentary as to its suitability or performance, etc.

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Read Answer Asked by Tim on February 27, 2017

• Miscellaneous (MISC)
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Q: Could you recommend some cyber security companies please. Thanks

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Read Answer Asked by Paul on February 27, 2017

• Waste Management Inc. (WM $215.66)
  • $215.66 P/E (TTM): 32.02X Cap: $86.15B
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• Waste Connections Inc. (WCN $173.35)
  • $173.35 P/E (TTM): 70.55X Cap: $44.76B
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Q: Which do you think would be the better investment as far as growth and stability (and yes, I know they're often mutually exclusive desires). I already hold WC in a US account and was considering buying more, but would I be better off with WM?

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Read Answer Asked by John on February 27, 2017

• Meta Platforms Inc. (META $775.72)
  • $775.72 P/E (TTM): 27.75X Cap: $1.94T
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• Sony Group Corporation American Depositary Shares (SONY $29.16)
  • $29.16 P/E (TTM): 22.99X Cap: $173.64B
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Q: What do you think of Sony as a play in the VR market? Is the company's stock undervalued/overvalued, etc.

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Read Answer Asked by Grant on February 27, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Could you please give me your opinion on Square.
Thanks,

Milan

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Read Answer Asked by Milan on February 27, 2017

• Miscellaneous (MISC)
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Q: With all the talk about the future of drones with Amazon etc.. what companies are in the hardware or software space related to drones. Is it too early to invest?

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Read Answer Asked by Tim on February 24, 2017

• Hudbay Minerals Inc. (HBM $18.59)
  • $18.59 P/E (TTM): 18.59X Cap: $7.35B
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Q: I own 1300 shares of HBM in US dollar, my average price was $8.50. should I hold on or sell it when it go up to $9. and switch to US small caps stocks. Could you please recommend a couple of US small caps stocks that have good potential growth,thank you so much.

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Read Answer Asked by Hue on February 24, 2017

• ATS Corporation (ATS $38.84)
  • $38.84 Cap: $3.79B
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• Miscellaneous (MISC)
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Q: I am interested in listed companies that manufacture and sell robots for warehouse use. I think this market is going to grow substantially in the next while. Can you suggest some companies that are involved in this area ?

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Read Answer Asked by Felix on February 23, 2017

• Miscellaneous (MISC)
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Q: OCLR dropped 11 percent yesterday on a rumour it may lose ZTE as a client. Is this a buying opportunity or is the risk higher on this name now?

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Read Answer Asked by Carla on February 23, 2017

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
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Q: What's up with NVDA?

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Read Answer Asked by Elaine or Gerry on February 23, 2017

• Westlake Corporation (WLK $86.96)
  • $86.96 Cap: $11.24B
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Q: Westlake Chemical (WLK) seems to be in an upswing from the middle of 2016. Can you please let me know your thoughts on this company and if you feel it would be a good buy for a 1-2 year time frame.

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Read Answer Asked by micheal on February 23, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.17)
  • $166.17 P/E (TTM): 20.99X Cap: $383.73B
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• Baidu Inc. (BIDU $137.83)
  • $137.83 P/E (TTM): 12.4X Cap: $47.38B
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Q: Hi,

I have two questions:

1) What is your opinion on buying Alibaba and Baidu stock?
2) Do you have any US stock recommendations to hold for 5 years?

Thank you,
Lai

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Read Answer Asked by Lai Kuen on February 23, 2017

• SPDR Bloomberg High Yield Bond ETF (JNK $97.80)
  • $97.80 P/E (TTM): 75.59X Cap: $8.13B
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Q: What do you think of this high yield US bond ETF?

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Read Answer Asked by Allan on February 23, 2017

• SPDR S&P 500 ETF Trust (SPY $659.18)
  • $659.18 P/E (TTM): 26.17X Cap: $666.25B
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• INVESCO QQQ Trust (QQQ $590.00)
  • $590.00 P/E (TTM): 33.43X Cap: $373.85B
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Q: Hi Guys,

How worried will the market be when or "if" Warren Buffet steps away from the company. Will the stock be hit hard? Should I move my funds from BRK.B to either QQQ or SPY. How would you rank the 3 of them.

thanks,

Jim

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Read Answer Asked by jim on February 23, 2017

• iShares Russell 2000 Growth ETF (IWO $315.01)
  • $315.01 P/E (TTM): 20.74X Cap: $12.72B
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Q: With all these markets at record highs, what do you think about IWO here? I'm thinking of picking some up. What % would you buy here at record highs like this?

Thanks!

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Read Answer Asked by Keith on February 23, 2017

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Endo is still making money but the share price has dropped about 80 percent and they have a high debt load. How aggressively will they persue selling assets to lower the debt load and are repayments in the near future a concern? I do not own Endo but do own Knight and I was a shareholder in Palladin. THANKYOU

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Read Answer Asked by John on February 23, 2017

• Advanced Micro Devices Inc. (AMD $159.16)
  • $159.16 P/E (TTM): 92.09X Cap: $258.29B
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Q: What are your current thoughts about AMD?

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Read Answer Asked by Ryan on February 23, 2017

• CVS Health Corporation (CVS $74.00)
  • $74.00 P/E (TTM): 20.49X Cap: $93.85B
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• Health Care Select Sector SPDR (XLV $137.20)
  • $137.20 P/E (TTM): 23.54X Cap: $34.32B
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Q: Hello 5i,
I don't have much healthcare exposure right now but I'm thinking about getting back in. I noticed the resent many reasonably priced options in Canada - CRH and GUD seem like the go to names but each have massive P/E ratios.
As a result, I was thinking about buying a US retail pharma stock like CVS or just buying the XLV instead. I like CVS as it is kinda like "owning the race track instead of the the race car". Am I hitting the mark with this analogy or am I missing something? Some Bio tech names appear quite cheap due to pricing/political risk etc. But I also would never know which one to buy. Do you see any issues with the CVS in general? Would you recommend just buying the XLV instead? Thanks

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Read Answer Asked by Scott on February 23, 2017