Investment Q&A

• SVB Financial Group (SIVB)
  • Fwd P/E: 4.2X Cap: $6.27B
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Q: thoughts on the quarter markets dont like it much?

Thx

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Read Answer Asked by blake on October 24, 2022

• Darling Ingredients Inc. (DAR $36.76)
  • $36.76 Fwd P/E: 35.08X Cap: $5.93B
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Q: Hello your comment about this compagnie et the aquisition this week .
Thank you

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Read Answer Asked by Francis on October 24, 2022

• Thermo Fisher Scientific Inc (TMO $425.34)
  • $425.34 Fwd P/E: 25.5X Cap: $164.15B
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Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

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Read Answer Asked by Brian on October 24, 2022

• Abbott Laboratories (ABT $132.03)
  • $132.03 Fwd P/E: 17.15X Cap: $229.69B
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• Danaher Corporation (DHR $197.75)
  • $197.75 Fwd P/E: 39.7X Cap: $146.60B
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Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.

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Read Answer Asked by Michael on October 24, 2022

Q: What is your opinion of this etf as one vehicle to ride out possible recession?

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Read Answer Asked by Lawrence on October 24, 2022

• Medical Properties Trust Inc. (MPW $4.16)
  • $4.16 Cap: $2.48B
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Q: Could I have your assessment of the latest quarter of MPW and your outlook going forward?

Thanks for your service

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Read Answer Asked by Ozzie on October 24, 2022

• Honeywell International Inc. (HON $238.06)
  • $238.06 Fwd P/E: 27.12X Cap: $151.62B
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• Lockheed Martin Corporation (LMT $473.57)
  • $473.57 Fwd P/E: 20.15X Cap: $109.53B
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• NV5 Global Inc. (NVEE $23.36)
  • $23.36 Fwd P/E: 50.39X Cap: $1.52B
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• Trane Technologies plc (TT $439.19)
  • $439.19 Fwd P/E: 36.43X Cap: $97.57B
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Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 24, 2022

• Verizon Communications Inc. (VZ $41.58)
  • $41.58 Fwd P/E: 9.91X Cap: $175.48B
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• Medical Properties Trust Inc. (MPW $4.16)
  • $4.16 Cap: $2.48B
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Q: Market is up but these two stocks are down significantly. Is there any particular reason for this. What are the future prospects for these companies. Sell, hold or add more to average down?

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Read Answer Asked by satish on October 22, 2022

• Verizon Communications Inc. (VZ $41.58)
  • $41.58 Fwd P/E: 9.91X Cap: $175.48B
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Q: Could you please comment on Verizon earnings? Are you still favourable on this co.? The stock price is getting to its range 10 years ago. Is the high dividend sustainable? Thank you.

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Read Answer Asked by William on October 22, 2022

• Cogent Communications Holdings Inc. (CCOI $50.45)
  • $50.45 Cap: $2.43B
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Q: Hi Guys,

Can I please get your opinion of Cogent Communications (CCOI). Thanks

Dave

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Read Answer Asked by David on October 22, 2022

• ResMed Inc. (RMD $254.11)
  • $254.11 Fwd P/E: 28.58X Cap: $37.31B
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Q: Last review was in 2021, fundamentally how do you rate RES today, taking into account that Covid impacts may be reducing. Include a value and growth perspective given current metrics.

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Read Answer Asked by John on October 21, 2022

• Stryker Corporation (SYK $391.46)
  • $391.46 Fwd P/E: 52.63X Cap: $148.83B
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• DexCom Inc. (DXCM $85.33)
  • $85.33 Fwd P/E: 62.68X Cap: $32.69B
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Q: How do these compare for potential growth over the next 5 years? Would you consider swapping a position in SYK for DXCM in a non=taxable account? ISRG is already owned in the health space

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Read Answer Asked by Paul on October 21, 2022

Q: For registered accounts, (RRSP) holding VOO directly will be more tax efficient than holding VFV. Can you elaborate. Pl;ease---Cec

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Read Answer Asked by Cecil on October 21, 2022

• Ross Stores Inc. (ROST $131.17)
  • $131.17 Fwd P/E: 20.72X Cap: $42.90B
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• Nike Inc. (NKE $72.25)
  • $72.25 Fwd P/E: 24.13X Cap: $107.20B
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• Crocs Inc. (CROX $102.01)
  • $102.01 Fwd P/E: 6.36X Cap: $5.81B
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• BRP Inc. (DOOO $49.07)
  • $49.07 Cap: $3.65B
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Q: I currently own ROST but thinking of swaping for one of NKE, CROX, DOOO as they might provide better returns over the next 3-5 years. Or is there another US consumer stock you would suggest for growth?

What would be your preference in what order might you buy? ATZ is already owned.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 21, 2022

• Medical Properties Trust Inc. (MPW $4.16)
  • $4.16 Cap: $2.48B
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Q: Good Morning,

Yesterday you answered a question from Mark regarding MPW vs. NWH.

Would you consider MPW to be a good holding for an income investor? Safe, secure dividend with potential for growth.

Thanks.

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Read Answer Asked by Dave on October 21, 2022

• InMode Ltd. (INMD $14.74)
  • $14.74 Cap: $1.02B
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• Lantheus Holdings Inc. (LNTH $83.06)
  • $83.06 Fwd P/E: 23.17X Cap: $5.62B
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Q: Hi 5i Team,
Between this two stocks, which one would you think has better upside potential?
Thank you for your good work.

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Read Answer Asked by Pui on October 21, 2022

• Ally Financial Inc. (ALLY $40.65)
  • $40.65 Fwd P/E: 29.74X Cap: $12.42B
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Q: Can you please provide your thoughts on quarter. Is this a good time to purchase. How do you like the future potential. Thx.

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Read Answer Asked by Chris on October 20, 2022

• Alphabet Inc. (GOOG $182.81)
  • $182.81 Fwd P/E: 20.24X Cap: $2.20T
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• CrowdStrike Holdings Inc. (CRWD $476.18)
  • $476.18 Cap: $119.25B
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• Upstart Holdings Inc. (UPST $74.99)
  • $74.99 Cap: $7.19B
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• ZipRecruiter Inc. Class A (ZIP $4.64)
  • $4.64 Cap: $451M
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Q: 5i, Not happy with Zip today, would you recommend a replacement for it, I was thinking adding to UPST or CRWD to average down.
thank you

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Read Answer Asked by Fernando on October 20, 2022

• Generac Holdlings Inc. (GNRC $148.69)
  • $148.69 Fwd P/E: 26.25X Cap: $8.88B
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Q: Your thoughts on this stock currently, which I'm holding.

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Read Answer Asked by Mark on October 20, 2022

• Miscellaneous (MISC)
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• iShares 7-10 Year Treasury Bond ETF (IEF $94.28)
  • $94.28 Cap: $34.66B
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• iShares 20+ Year Treasury Bond ETF (TLT $85.61)
  • $85.61 Cap: $47.71B
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• iShares 1-3 Year Treasury Bond ETF (SHY $82.46)
  • $82.46 Cap: $23.97B
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Q: Would you please suggest the names of several short & long term US Treasuries ETFs. Thanks … Cal

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Read Answer Asked by cal on October 19, 2022