Investment Q&A

• Microsoft Corporation (MSFT $366.14)
  • $366.14 P/E (TTM): 23.15X Cap: $2.74T
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• NVIDIA Corporation (NVDA $174.89)
  • $174.89 P/E (TTM): 35.59X Cap: $4.27T
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Q: Good Morning, in your opinion which company is a better investment for my RRSP? NVDA or MSFT? Thanks

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Read Answer Asked by Colette on January 10, 2018

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.90)
  • $35.90 P/E (TTM): 12.47X Cap: $376M
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $161.99)
  • $161.99 P/E (TTM): 32.54X Cap: $2.52B
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• State Street Financial Select Sector SPDR ETF (XLF $49.00)
  • $49.00 P/E (TTM): 16.77X Cap: $48.53B
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• Vanguard Information Technology ETF (VGT $701.29)
  • $701.29 P/E (TTM): 36.76X Cap: $113.52B
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Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley

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Read Answer Asked by Shirley on January 10, 2018

• Ichor Holdings (ICHR $48.30)
  • $48.30 Cap: $1.65B
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Q: Hello,
Any thoughts on the weakness in Ichor? Could you please comment on its valuation and growth. Do you still like it as small cap in semiconductor sector? Is this a buying opportunity.
Thanks
Victor

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Read Answer Asked by Victor on January 10, 2018

• NVIDIA Corporation (NVDA $174.89)
  • $174.89 P/E (TTM): 35.59X Cap: $4.27T
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• Cognex Corporation (CGNX $48.57)
  • $48.57 P/E (TTM): 72.04X Cap: $8.24B
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Q: Hello 5i: I am hoping to add one or two growth US companies to my TSFA and best with no dividend. I know this is not your focus but would appreciate advice if possible. Thank you Barb

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Read Answer Asked by Barbara on January 10, 2018

• Microsoft Corporation (MSFT $366.14)
  • $366.14 P/E (TTM): 23.15X Cap: $2.74T
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• NVIDIA Corporation (NVDA $174.89)
  • $174.89 P/E (TTM): 35.59X Cap: $4.27T
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Q: Which company would you choose for a three to five year hold.

Clayton

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Read Answer Asked by Clayton on January 10, 2018

• Vanguard Dividend Appreciation FTF (VIG $214.50)
  • $214.50 P/E (TTM): 24.38X Cap: $107.44B
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• Vanguard International Dividend Appreciation ETF (VIGI $88.53)
  • $88.53 P/E (TTM): 21.86X Cap: $9.65B
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• iShares Floating Rate Bond ETF (FLOT $50.68)
  • $50.68 Cap: $9.23B
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Q: I have US$ in my RIF that I would like to invest defensively given general high valuations and the potential for a correction. Would VIG and VIGI be good choices or would you have other suggestions. Thanks for the help. Doug

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Read Answer Asked by Doug on January 10, 2018

• Miscellaneous (MISC)
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Q: Is there any disadvantage or consequences with having many US investments in my TFSA or RIF.?
Margita

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Read Answer Asked by Margita Elisabet on January 10, 2018

• Miscellaneous (MISC)
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Q: Hello Peter!
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.

Thanks Andrew.

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Read Answer Asked by Andrzej on January 09, 2018

• NVIDIA Corporation (NVDA $174.89)
  • $174.89 P/E (TTM): 35.59X Cap: $4.27T
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Q: Hi 5i Team! Considering the high value of NVIDIA at this time, would you still consider it Ok to start a long term position in it now? Thanks, Tamara

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Read Answer Asked by Tamara on January 09, 2018

• Sienna Senior Living Inc. (SIA $22.17)
  • $22.17 P/E (TTM): 44.18X Cap: $2.19B
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• Sabra Health Care REIT Inc. (SBRA $19.68)
  • $19.68 P/E (TTM): 30.05X Cap: $4.94B
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Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?

Upvote 1

Read Answer Asked by Kel on January 09, 2018

• Miscellaneous (MISC)
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Q: Hi Peter and Team,
I have some cash sitting in a US account that I want to leave on the sidelines for now. I was thinking I should put this in something that gives me a bit of return but won't crash with markets if they crash. Is there a good proxy for cash that provides some yield that you can suggest which would be US Dollar denominated?

Thanks,

Marc

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Read Answer Asked by Marc on January 09, 2018

• General Motors Company (GM $71.92)
  • $71.92 P/E (TTM): 22.78X Cap: $67.83B
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Q: GM your view please. Do you agree with Morningstar as to $50 fair value.


44.22 NOW
50.51 FAIR VALUE

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Read Answer Asked by JOSEPH on January 09, 2018

• Meta Platforms Inc. (META $568.05)
  • $568.05 P/E (TTM): 24.36X Cap: $1.46T
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• Alphabet Inc. (GOOGL $294.64)
  • $294.64 P/E (TTM): 26.6X Cap: $3.59T
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Q: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.

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Read Answer Asked by Greg on January 09, 2018

• Ford Motor Company (F $11.40)
  • $11.40 Cap: $46.84B
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Q: Would you buy ford,
Thanks Phil

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Read Answer Asked by philip on January 09, 2018

• EVI Industries Inc. (EVI $20.72)
  • $20.72 P/E (TTM): 43.79X Cap: $275M
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Q: I'm wondering whether your opinion of EVI has changed over the last few quarters?

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Read Answer Asked by Elaine or Gerry on January 09, 2018

• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $56.81)
  • $56.81 P/E (TTM): 20.22X Cap: $241M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.65)
  • $101.65 Cap: $2.26B
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Q: Would you pick CUD or VGG or is there another alternative that you prefer? Would you switch from one to the other?

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Read Answer Asked by William on January 08, 2018

• Bank of America Corporation (BAC $48.56)
  • $48.56 P/E (TTM): 12.9X Cap: $348.35B
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• JPMorgan Chase & Co. (JPM $290.97)
  • $290.97 P/E (TTM): 14.7X Cap: $796.64B
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Q: I currently hold Bank of America and would like to add a second US Bank. What would be your recommendations?

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Read Answer Asked by Raymond on January 08, 2018

• Vanguard S&P 500 ETF (VOO $598.17)
  • $598.17 P/E (TTM): 26.2X Cap: $900.99B
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• State Street SPDR S&P 500 ETF Trust (SPY $650.65)
  • $650.65 P/E (TTM): 26.17X Cap: $657.61B
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• INVESCO QQQ Trust (QQQ $579.17)
  • $579.17 P/E (TTM): 33.2X Cap: $372.45B
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Q: Hi All at 5i! Could you tell me what the difference in holdings are in these broad ETF S ..which would be the better to hold for the best broad exposure ? And a second question ..could you suggest a Us Money Market ETF. Thanks, Tamara

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Read Answer Asked by Tamara on January 08, 2018

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.90)
  • $35.90 P/E (TTM): 12.47X Cap: $376M
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• BMO US High Dividend Covered Call ETF (ZWH $24.87)
  • $24.87 P/E (TTM): 19.98X Cap: $1.04B
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Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?

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Read Answer Asked by Richard on January 08, 2018

• Constellation Brands Inc. (STZ $151.60)
  • $151.60 P/E (TTM): 23.44X Cap: $26.19B
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Q: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks

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Read Answer Asked by rajeev on January 08, 2018