Investment Q&A

• BorgWarner Inc. (BWA $47.19)
  • $47.19 P/E (TTM): 69.43X Cap: $10.09B
  • View BWA Profile
  • View Questions on BWA
• Magna International Inc. (MG $76.32)
  • $76.32 P/E (TTM): 15.41X Cap: $21.50B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert

Upvote 0

Read Answer Asked by Robert on July 06, 2017

• iShares MSCI Multifactor USA Index ETF (CAD-Hedged) (XFA $33.13)
  • $33.13 P/E (TTM): 14.9X
  • View XFA Profile
  • View Questions on XFA
• iShares US Fundamental Index ETF C$ Hgd (CLU) (CLU $31.06)
  • $31.06 P/E (TTM): 18.3X
  • View CLU Profile
  • View Questions on CLU

Q: Would you please compare the newer ishares etf XFA to the older claymore CLU?
Thank you.

Upvote 0

Read Answer Asked by Robert on July 05, 2017

• Supernus Pharmaceuticals Inc. (SUPN $50.00)
  • $50.00 Cap: $2.86B
  • View SUPN Profile
  • View Questions on SUPN

Q: Please review Supernus Pharmaceuticals Inc. - SUPN Is this stock suitable for a buy and hold investor? Thanks

Upvote 0

Read Answer Asked by Gooding on July 05, 2017

• BMO Equal Weight US Banks Index ETF (ZBK $44.07)
  • $44.07 P/E (TTM): 12.14X Cap: $672M
  • View ZBK Profile
  • View Questions on ZBK
• iShares U.S. Financials ETF (IYF $129.84)
  • $129.84 P/E (TTM): 15.21X Cap: $4.23B
  • View IYF Profile
  • View Questions on IYF

Q: Good morning,
I am considering an investment in the US bank and insurance sector.

What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?

Thank you

Upvote 0

Read Answer Asked by Francesco on July 04, 2017

• eBay Inc. (EBAY $93.03)
  • $93.03 P/E (TTM): 21.11X Cap: $42.04B
  • View EBAY Profile
  • View Questions on EBAY

Q: Bonjour, what is your general opinion concerning this company? Is it a sound long term investment?
Merci
Ronald

Upvote 0

Read Answer Asked by Ronald on July 04, 2017

• Bank of America Corporation (BAC $52.97)
  • $52.97 P/E (TTM): 14.37X Cap: $386.81B
  • View BAC Profile
  • View Questions on BAC
• Blackstone Inc. (BX $163.50)
  • $163.50 P/E (TTM): 46.08X Cap: $120.73B
  • View BX Profile
  • View Questions on BX

Q: BX.US: This is a typical private equity investor, investing where a small investor cannot go. I see they are also a subprime lender :-(
Would you put money here instead of, say BAC?
Art

Upvote 0

Read Answer Asked by Arthur on July 04, 2017

• AeroVironment Inc. (AVAV $392.86)
  • $392.86 Cap: $19.61B
  • View AVAV Profile
  • View Questions on AVAV
• Cognex Corporation (CGNX $40.92)
  • $40.92 P/E (TTM): 62.45X Cap: $6.85B
  • View CGNX Profile
  • View Questions on CGNX
• ROBO Global Robotics and Automation Index ETF (ROBO $74.10)
  • $74.10 P/E (TTM): 24.95X Cap: $1.42B
  • View ROBO Profile
  • View Questions on ROBO

Q: If you wanted to invest in a company that is in the area of robotiks what would your first and second choices be and why?

Upvote 0

Read Answer Asked by Marcel on July 04, 2017

Q: Thoughts on this ETF?

Thanks

Upvote 0

Read Answer Asked by Neil on July 04, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Is writing covered calls on a US Market Index ETF (e.g. SPY, QQQ) safe?

Upvote 0

Read Answer Asked by Milan on July 04, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What do you think of United Utilities Group. Should it be a long term hold in a portfolio.

Upvote 0

Read Answer Asked by Mark on July 03, 2017

• Ituran Location and Control Ltd. (ITRN $44.65)
  • $44.65 Cap: $877M
  • View ITRN Profile
  • View Questions on ITRN

Q: Good morning from the West Coast. Looking over smaller companies in the US for diversification, I found this little gem. Fundamentals look solid, and growth looks positive as well. May I please have your opinion.
Thanks Rick

Upvote 0

Read Answer Asked by Richard on July 03, 2017

• Costco Wholesale Corporation (COST $963.61)
  • $963.61 P/E (TTM): 68.68X Cap: $427.71B
  • View COST Profile
  • View Questions on COST

Q: Is this a good entry point to buy COST-N for a long-term hold?

Upvote 0

Read Answer Asked by Tom on July 03, 2017

• International Paper Company (IP $43.35)
  • $43.35 Cap: $22.89B
  • View IP Profile
  • View Questions on IP
• Cascades Inc. (CAS $13.29)
  • $13.29 Cap: $1.34B
  • View CAS Profile
  • View Questions on CAS

Q: Cascades has had a good run. What other names are there in packaging in Canada & USA. With more online shopping more boxes will be in demand . Is Cascades a buy ? RAK

Upvote 0

Read Answer Asked by bob on June 30, 2017

• GSK plc American Depositary Shares (Each representing two) (GSK $48.22)
  • $48.22 P/E (TTM): 29.81X Cap: $99.15B
  • View GSK Profile
  • View Questions on GSK

Q: Little movement with GSK of late. Would you transfer out of this stock into another healthcare stock or is health care too out of favour and should move out of sector entirely for now. If out of favour, would you suggest another global stock?
Thanks. Lorraine

Upvote 0

Read Answer Asked by Dr Lorraine on June 30, 2017

• Intel Corporation (INTC $46.96)
  • $46.96 P/E (TTM): 4832.0X Cap: $205.54B
  • View INTC Profile
  • View Questions on INTC

Q: I have held Intel in the past for many years, but sold it 3 years ago. I am thinking of purchasing it again.
Could I have your thoughts on this company please.
All the best to you all on Canada Day!
Rick

Upvote 0

Read Answer Asked by Richard on June 30, 2017

• Bank of America Corporation (BAC $52.97)
  • $52.97 P/E (TTM): 14.37X Cap: $386.81B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
  • View Questions on JPM

Q: With changes of Buy backs and increased dividends what are best US banks to buy both large banks and regional banks. RAK

Upvote 0

Read Answer Asked by bob on June 30, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $71.17)
  • $71.17 P/E (TTM): 22.25X Cap: $186M
  • View ZUH Profile
  • View Questions on ZUH

Q: Is this a good time to invest in ZUH?

Upvote 0

Read Answer Asked by Gordon on June 30, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $38.59)
  • $38.59 P/E (TTM): 12.14X Cap: $368M
  • View ZUB Profile
  • View Questions on ZUB
• BMO Equal Weight US Banks Index ETF (ZBK $44.07)
  • $44.07 P/E (TTM): 12.14X Cap: $672M
  • View ZBK Profile
  • View Questions on ZBK

Q: I currently hold ZBK-BMO Equal Wt US Banks Unhedged and I am considering with the strength in CDN$ adding ZUB-BMO Equal Wt US Banks Hedged to my portfolio. I prefer to hold Cdn$ ETFs that invest in US companies rather than buying those companies directly in US$. Would appreciate your comments on holding both these ETFs as a method of having more US Bank exposure and balancing the currency movements?

Upvote 0

Read Answer Asked by Gordon on June 30, 2017

• Progress Software Corporation (PRGS $40.09)
  • $40.09 P/E (TTM): 37.89X Cap: $1.77B
  • View PRGS Profile
  • View Questions on PRGS

Q: Hi Peter and Team,
What is your thought on Propress Software (US) 2nd quarter earnings?
The result seemed not exciting but the stock rise in after hours trading. Would you expect there would be strong growth in the following quarters ahead?
Do you like this company?

Thank you as always. Pui

Upvote 0

Read Answer Asked by Pui on June 30, 2017

• Alphabet Inc. (GOOG $330.34)
  • $330.34 P/E (TTM): 32.89X Cap: $3.98T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.41X Cap: $4.52T
  • View NVDA Profile
  • View Questions on NVDA
• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 99.12X Cap: $4.59B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Cognex Corporation (CGNX $40.92)
  • $40.92 P/E (TTM): 62.45X Cap: $6.85B
  • View CGNX Profile
  • View Questions on CGNX

Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.

Upvote 0

Read Answer Asked by David on June 29, 2017