Investment Q&A

• MFC Bancorp Ltd. (MFCB)
  • P/E (TTM): 1.9X
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Q: This company trades on the NYSE but is headquartered in Canada. It has been a disappointment for shareholders, especially after it shifted its business model a couple of years ago.

Do you have any insight into the soundness of its business model or opinion on its prospects?

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Read Answer Asked by Marc on May 02, 2017

• trivago N.V. (TRVG $3.16)
  • $3.16 Cap: $222M
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Q: Trivago with its ubiquitous advertising is up 53% this year yet not one question has been asked in 5i and articles are even scant in seeking alpha. Acknowledging that it's a U.S. company with a 3 digit forward PE do you have any perspectives on it at this time?

Thanks!

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Read Answer Asked by Kim on May 02, 2017

• GlobalSCAPE Inc. (GSB $9.48)
  • $9.48 P/E (TTM): 13.68X Cap: $178M
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Q: Can you comment on GSB's q1 results please.

Thanks

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Read Answer Asked by Scott on May 02, 2017

Q: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.

Regards

Wayne

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Read Answer Asked by Wayne on May 02, 2017

• Celestica Inc. (CLS $430.15)
  • $430.15 P/E (TTM): 52.68X Cap: $48.97B
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• Flex Ltd. (FLEX $58.77)
  • $58.77 P/E (TTM): 25.13X Cap: $21.23B
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Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on May 01, 2017

• TJX Companies Inc. (The) (TJX $150.06)
  • $150.06 P/E (TTM): 34.43X Cap: $166.63B
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Q: Hi Peter
May I have your opinion on this company . As I wonder through the malls around Montreal I see empty retail space . I also see more Winners, Marshalls, Homesenses. Is this a good time to invest in this retailer ?

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Read Answer Asked by Candi on May 01, 2017

• Washington Prime Group Inc. (WPG)
  • P/E (TTM): -0.1X Cap: $20M
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Q: What are your thoughts on Washington Prime?

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Read Answer Asked by Garth on May 01, 2017

• DuPont de Nemours Inc. (DD $39.66)
  • $39.66 Cap: $16.55B
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• Dow Inc. (DOW $23.76)
  • $23.76 Cap: $16.88B
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Q: Hi 5i,

Do you think these companies are good for growth? If so, would you buy before or after the merger? Do you have the details on the new shares for holders after the merger? I am looking specifically at them for their ag businesses.

Thanks in advance!

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Read Answer Asked by Wayne on May 01, 2017

• QUALCOMM Incorporated (QCOM $175.07)
  • $175.07 P/E (TTM): 33.54X Cap: $187.49B
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Q: May I have your thoughts wrt to their earnings and their potential going forward? Hold or buy?

Thanks for your great service!

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Read Answer Asked by Rick on May 01, 2017

• Monster Beverage Corporation (MNST $73.99)
  • $73.99 P/E (TTM): 43.15X Cap: $72.99B
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Q: What is your assesment on this company for a staple growth company? Any specific problem you would see?Is it to expensive? They will be using coca cola's network for expansion.Not very good at beating estimates.Or would an industrial company you could suggest at this time be better ?
Thank you much portfolio on track for very good gains so far.

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Read Answer Asked by Denis on May 01, 2017

• Meta Platforms Inc. (META $639.60)
  • $639.60 P/E (TTM): 28.38X Cap: $1.61T
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Q: I hold Facebook with a decent gain. Do you see he rising trend continue and what might be the limiting factors?? Thanks JIm

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Read Answer Asked by jim on April 28, 2017

• Silicon Motion Technology Corporation (SIMO $90.95)
  • $90.95 P/E (TTM): 33.48X Cap: $3.09B
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Q: Understanding that you don't really cover the US, any thoughts on SIMO's earnings and potential?

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Read Answer Asked by Gregory on April 28, 2017

• BMO Low Volatility International Equity ETF (ZLI $28.94)
  • $28.94 P/E (TTM): 48.36X Cap: $273M
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• BMO Low Volatility US Equity ETF (ZLU $58.33)
  • $58.33 P/E (TTM): 22.05X Cap: $2.19B
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Q: Any thoughts on global/non-TSX low volatility ETFs as bond-like stabilizers for an equity portfolio? Which funds do you favour?

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Read Answer Asked by Robert on April 28, 2017

• Miscellaneous (MISC)
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Q: Is it a good idea to have us bond etf in a portfolio. It would allow me to rebalance to us equities in declines etc in the us portion of my portfolio.

i currently have 20% in cbo. i could cut this to 15% and put 5% in a us bond etf. I have 20% US equities in my portfolio.

if you like this idea what do you suggest for etfs?

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Read Answer Asked by Carla on April 28, 2017

• Miscellaneous (MISC)
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Q: Currently I have around 20 percent of my portfolio in US holdings. Given the nervousness of the Canadian markets re NAFTA etc., and the narrow range of Canadian sectors, would it be wise to increase the percentage of my US holdings? Secondly, should I keep the US shares in a sheltered or non-sheltered investment account? Thank you!

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Read Answer Asked by Kurt W on April 28, 2017

• Flex Ltd. (FLEX $58.77)
  • $58.77 P/E (TTM): 25.13X Cap: $21.23B
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Q: Peter and His Wonder Team
I thought there Quarterly Report was strong however I see they are 4.5% down in after hours trading. Please give me your opinion about the report in relation to there future. Was the market expecting more, profit taking or is the stock over valued...your thoughts please!
Always great to know that the 5i Team is there when you need them!
Respectfully...
Dr. ErnestRivait

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Read Answer Asked by Ernest on April 28, 2017

• Zimmer Biomet Holdings Inc. (ZBH $93.10)
  • $93.10 P/E (TTM): 23.57X Cap: $18.45B
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Q: What about Zimmer Biomet's results today did the market not like? ZBH is down 7% today.
Regards,
John M.

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Read Answer Asked by John on April 28, 2017

• CubeSmart (CUBE $37.01)
  • $37.01 P/E (TTM): 23.68X Cap: $8.45B
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Q: Self-storage - high price but growing business? Any thoughts??
Thanks Jim

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Read Answer Asked by jim on April 27, 2017

• Seagate Technology Holdings PLC (STX $258.67)
  • $258.67 P/E (TTM): 34.81X Cap: $56.99B
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Q: Please give your updated (and substantive) opinion on Seagate. Your previous commentaries, although recent, were written before the gap down in STX price today. What are the company’s prospects? Is it strong enough to compete against Western Digital and others? Is STX at today’s lower price a good buy? Is dividend safe? Does STX have the wherewithal to make acquisitionists in a flash memory maker. I am looking more for your insight—your instincts based on facts. Thanks

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Read Answer Asked by Adam on April 27, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $36.32)
  • $36.32 P/E (TTM): 12.24X Cap: $361M
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• BMO Equal Weight US Banks Index ETF (ZBK $41.40)
  • $41.40 P/E (TTM): 12.24X Cap: $650M
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Q: Can you confirm that ZUB is the better from a performance analysis standpoint. My take is that as both are priced (?) in CAN $, ZBK will reflect changes in the US/CAN $ relationship which are separate from the underlying bank performances while ZUB because it is hedged will be a more accurate measure of the underlying assets behaviour. Is this correct?

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Read Answer Asked by Mike on April 27, 2017