Investment Q&A

• 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 $148.85)
  • $148.85 P/E (TTM): 21.7X Cap: $86.39B
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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 $313.32)
  • $313.32 P/E (TTM): 13.09X Cap: $123.30B
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• Intact Financial Corporation (IFC $283.83)
  • $283.83 P/E (TTM): 23.65X Cap: $50.46B
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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 $218.16)
  • $218.16 Cap: $165.82B
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• General Dynamics Corporation (GD $345.39)
  • $345.39 P/E (TTM): 22.4X Cap: $93.29B
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• Lockheed Martin Corporation (LMT $485.75)
  • $485.75 P/E (TTM): 27.05X Cap: $112.40B
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• Northrop Grumman Corporation (NOC $582.35)
  • $582.35 P/E (TTM): 20.95X Cap: $83.11B
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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 $24.36)
  • $24.36 Cap: $1.63B
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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 $81.93)
  • $81.93 P/E (TTM): 38.72X Cap: $2.35B
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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 $221.36)
  • $221.36 P/E (TTM): 34.81X Cap: $89.17B
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• Waste Connections Inc. (WCN $177.84)
  • $177.84 P/E (TTM): 74.07X Cap: $45.84B
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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 $667.55)
  • $667.55 P/E (TTM): 29.56X Cap: $1.68T
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• Sony Group Corporation American Depositary Shares (SONY $25.70)
  • $25.70 P/E (TTM): 21.36X Cap: $154.84B
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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 $27.18)
  • $27.18 P/E (TTM): 17.12X Cap: $10.76B
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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 $38.78)
  • $38.78 Cap: $3.80B
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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 $188.61)
  • $188.61 P/E (TTM): 46.8X Cap: $4.58T
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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 $73.68)
  • $73.68 Cap: $9.45B
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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 $150.06)
  • $150.06 P/E (TTM): 19.68X Cap: $346.53B
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• Baidu Inc. (BIDU $123.36)
  • $123.36 P/E (TTM): 13.16X Cap: $42.40B
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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

• State Street SPDR Bloomberg High Yield Bond ETF (JNK $97.21)
  • $97.21 P/E (TTM): 42.24X Cap: $7.70B
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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 $690.38)
  • $690.38 P/E (TTM): 26.22X Cap: $706.72B
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• INVESCO QQQ Trust (QQQ $623.93)
  • $623.93 P/E (TTM): 36.83X Cap: $412.10B
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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 $333.00)
  • $333.00 P/E (TTM): 22.82X Cap: $13.65B
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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