Investment Q&A

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Q: If 5i decided to release US balanced, growth & income portfolios @ the end of August this year. Which would be your top 2 favourites to earn a place in each portfolio as of today?

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Read Answer Asked by Joel on March 01, 2017

• Keryx Biopharmaceuticals Inc. (KERX $3.36)
  • $3.36 Cap: $404M
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Q: What do you think of KERX? Thanks.

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Read Answer Asked by CAMERON on March 01, 2017

• Sarepta Therapeutics Inc. (SRPT $21.86)
  • $21.86 Cap: $2.33B
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Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!

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Read Answer Asked by Lance on March 01, 2017

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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Q: I have done well on EBIX getting in around $20, I know you follow the company and its been having a good day today. Do you think valuations are getting stretched here and its time to sell? Its still less than 5% weighting in my portfolio.

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Read Answer Asked by Andrew on February 28, 2017

• Apollo Global Management Inc. (APO $137.38)
  • $137.38 P/E (TTM): 20.14X Cap: $79.73B
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Q: Could you please comment on Apollo Global Management in US and their outlook for next two three years.

Thanks,
Milan

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Read Answer Asked by Milan on February 28, 2017

• Chubb Limited (CB $297.23)
  • $297.23 P/E (TTM): 12.32X Cap: $116.97B
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• Intact Financial Corporation (IFC $274.76)
  • $274.76 P/E (TTM): 22.83X Cap: $48.71B
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Q: Hi 5i I know you like IFC , could you also give me 2 other insurance companies you like other than life insurance companies. Thx Gerry

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Read Answer Asked by Gerry on February 28, 2017

• The Boeing Company (BA $206.27)
  • $206.27 Cap: $156.78B
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• General Dynamics Corporation (GD $336.01)
  • $336.01 P/E (TTM): 21.87X Cap: $90.76B
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• Lockheed Martin Corporation (LMT $465.38)
  • $465.38 P/E (TTM): 25.18X Cap: $107.68B
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• Northrop Grumman Corporation (NOC $553.56)
  • $553.56 P/E (TTM): 19.75X Cap: $79B
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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 $23.51)
  • $23.51 Cap: $1.59B
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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 $84.98)
  • $84.98 P/E (TTM): 39.22X Cap: $2.23B
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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

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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 $210.23)
  • $210.23 P/E (TTM): 33.58X Cap: $86.04B
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• Waste Connections Inc. (WCN $170.40)
  • $170.40 P/E (TTM): 71.18X Cap: $43.98B
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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 $666.80)
  • $666.80 P/E (TTM): 29.82X Cap: $1.68T
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• Sony Group Corporation American Depositary Shares (SONY $27.55)
  • $27.55 P/E (TTM): 22.98X Cap: $168.88B
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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

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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 $24.08)
  • $24.08 P/E (TTM): 14.87X Cap: $9.53B
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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 $37.66)
  • $37.66 Cap: $3.69B
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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

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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 $185.55)
  • $185.55 P/E (TTM): 51.97X Cap: $4.50T
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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 $67.62)
  • $67.62 Cap: $8.72B
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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 $158.13)
  • $158.13 P/E (TTM): 21.03X Cap: $365.16B
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• Baidu Inc. (BIDU $130.06)
  • $130.06 P/E (TTM): 13.57X Cap: $44.71B
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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