Investment Q&A

• XPeng Inc. American depositary shares each representing two Class A (XPEV $21.60)
  • $21.60 Cap: $20.52B
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Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.

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Read Answer Asked by Francisco on July 16, 2021

• Crescent Capital BDC Inc. (CCAP $15.51)
  • $15.51 P/E (TTM): 12.4X Cap: $585M
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Q: Strangely, this firm doesn't appear to be in your database; however, its numbers, on the face of it, seem too good to ignore. Can you please comment? CCAP:Nasdaq.

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Read Answer Asked by David on July 16, 2021

• Air Products and Chemicals Inc. (APD $290.63)
  • $290.63 P/E (TTM): 40.99X Cap: $64.68B
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• Linde plc (LIN $479.86)
  • $479.86 P/E (TTM): 33.53X Cap: $225.01B
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Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?

Thanks,

Jim

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Read Answer Asked by Jim on July 16, 2021

• iShares Russell 2000 Growth ETF (IWO $315.01)
  • $315.01 P/E (TTM): 20.74X Cap: $12.72B
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Q: I recently cashed out of IWO (nearly doubled) but in violation of your rule against selling anything just because the price is too high. It is now a bit below where I sold. Wondering if I should go back in, wait for a stabilized rising trend, or pick something similar (SPY?) that you like better for 2-3 year hold? Thanks Jim

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Read Answer Asked by jim on July 16, 2021

• Hexcel Corporation (HXL $62.06)
  • $62.06 P/E (TTM): 58.01X Cap: $4.93B
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Q: Would appreciate an updated opinion of this company. At this moment, is it in your opinion a buy, sell or hold? With thanks.

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Read Answer Asked by Donald on July 16, 2021

• Alphabet Inc. (GOOG $249.85)
  • $249.85 P/E (TTM): 26.8X Cap: $3.03T
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• Dominion Energy Inc. (D $59.60)
  • $59.60 P/E (TTM): 22.5X Cap: $50.86B
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• Freeport-McMoRan Inc. (FCX $45.09)
  • $45.09 P/E (TTM): 34.06X Cap: $64.73B
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• Mosaic Company (The) (MOS $34.16)
  • $34.16 P/E (TTM): 11.46X Cap: $10.84B
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• NRG Energy Inc. (NRG $164.58)
  • $164.58 P/E (TTM): 74.54X Cap: $31.83B
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• Realty Income Corporation (O $59.71)
  • $59.71 P/E (TTM): 58.23X Cap: $54.84B
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• Xcel Energy Inc. (XEL $72.05)
  • $72.05 P/E (TTM): 19.98X Cap: $42.61B
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• Twitter Inc. (TWTR)
  • Cap: $41.09B
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• Cencora Inc. (COR $289.08)
  • $289.08 P/E (TTM): 29.77X Cap: $56.04B
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• T-Mobile US Inc. (TMUS $239.45)
  • $239.45 P/E (TTM): 22.44X Cap: $269.48B
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• Reliance Inc. (RS $288.58)
  • $288.58 P/E (TTM): 21.01X Cap: $15.17B
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Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

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Read Answer Asked by jacques on July 16, 2021

• AbbVie Inc. (ABBV $220.81)
  • $220.81 P/E (TTM): 103.47X Cap: $382.03B
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• The Walt Disney Company (DIS $116.10)
  • $116.10 P/E (TTM): 18.03X Cap: $208.74B
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• Medtronic plc. (MDT $94.58)
  • $94.58 P/E (TTM): 26.09X Cap: $121.31B
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Q: I own MDT and ABBV in the Health Care Field. I am thinking of selling MDT and buying DIS. I know these are in completely different sectors but was wondering if there would be more growth in DIS going forward?
Thanks for all your professional advice.

Dave.

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Read Answer Asked by David on July 15, 2021

• International Business Machines Corporation (IBM $259.08)
  • $259.08 P/E (TTM): 41.67X Cap: $241.33B
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Q: Will Watson health separate from IBM? If it does separate what will be the impact on the IBM and Watson health stock?

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Read Answer Asked by brian on July 15, 2021

• Cassava Sciences Inc. (SAVA $2.08)
  • $2.08 Cap: $100M
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Q: Hi there - looking for some commentary on SAVA . I've read that they are presenting their findings sometime this month to an Alzheimers conference, and their trials are progressing extremely well. Hard to tell if this is a buy at ATH, or if the upside is already priced in.

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Read Answer Asked by Andrew on July 15, 2021

• Synopsys Inc. (SNPS $425.40)
  • $425.40 P/E (TTM): 58.46X Cap: $79.01B
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Q: I was wondering if you could please provide me with an update of this company and whether you like it as a growth company going forward. I understand it is a very valuable company in the planning, design and construction of chips.

Thanks

Dave.

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Read Answer Asked by David on July 15, 2021

• Danimer Scientific Inc. (DNMR)
  • Cap: $3M
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Q: there has been a law suit filed against this co. Please state any information 5I has regarding this co. Thanks Gary

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Read Answer Asked by gary on July 15, 2021

• Wells Fargo & Company (WFC $82.48)
  • $82.48 P/E (TTM): 13.96X Cap: $264.21B
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Q: Hi, can I please have your opinion on the news of Wells Fargo shutting down all personal lines of credit accounts? The media is referring to this as a "restructuring". However, this seems very unusual and uncommon.

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Read Answer Asked by Brady on July 15, 2021

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: How do you feel about investing in NVTA right now? Do you agree that their annual compound growth in revenue from 2017 to 2020 at 42% will translate into a higher price in the next few years? What would concern you about NVTA.... balance sheet? Thanks!

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Read Answer Asked by Robert on July 14, 2021

• Natera Inc. (NTRA $175.43)
  • $175.43 Cap: $24.07B
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• Bentley Systems Incorporated (BSY $52.74)
  • $52.74 P/E (TTM): 66.95X Cap: $16.01B
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Q: Please let me know BSY and NTRA . buy, sell or hold. Thanks

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Read Answer Asked by vipin on July 14, 2021

• Costco Wholesale Corporation (COST $963.03)
  • $963.03 P/E (TTM): 55.61X Cap: $427.08B
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• AbbVie Inc. (ABBV $220.81)
  • $220.81 P/E (TTM): 103.47X Cap: $382.03B
  • View ABBV Profile
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• NextEra Energy Inc. (NEE $70.31)
  • $70.31 P/E (TTM): 24.42X Cap: $144.78B
  • View NEE Profile
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• Procter & Gamble Company (The) (PG $160.33)
  • $160.33 P/E (TTM): 24.28X Cap: $375.55B
  • View PG Profile
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• Walmart Inc. (WMT $104.27)
  • $104.27 P/E (TTM): 44.2X Cap: $831.32B
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Q: We have about $4900 US to invest in a non-registered account.
What would be your choice?
We are not limited to sector.

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Read Answer Asked by Sam on July 14, 2021

• BMO US Preferred Share Index ETF (ZUP $20.70)
  • $20.70 P/E (TTM): 3.58X Cap: $43M
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Q: I have US dollars to invest. I am looking for relatively safe income investments such as a US$ REIT or a preferred ETF something like ZUP but in US$. Do you have any suggestions? Thanks for your help.

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Read Answer Asked by Ken on July 14, 2021

• RH (RH $229.51)
  • $229.51 P/E (TTM): 43.53X Cap: $4.07B
  • View RH Profile
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Q: Could I get your opinion of Restoration Hardware on the NYSE as a long term investment (3-5 years)?

Thank you

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Read Answer Asked by kim on July 14, 2021

• Albemarle Corporation (ALB $80.16)
  • $80.16 Cap: $9.43B
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• Lithium Americas Corp. (LAC $3.26)
  • $3.26 Cap: $691M
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Q: Which of these two stocks would you buy today for a long-term hold (if you could only own one)? Thank you !

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Read Answer Asked by David on July 14, 2021

• Virgin Galactic Holdings, Inc. (SPCE $3.25)
  • $3.25 Cap: $188M
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Q: What do you think of the price point currently for a long term hold with high risk tolerance. Since the made it to space!

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Read Answer Asked by Danielle on July 14, 2021

• Applied Materials Inc. (AMAT $178.13)
  • $178.13 P/E (TTM): 21.11X Cap: $141.90B
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• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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• ASML Holding N.V. (ASML $872.27)
  • $872.27 P/E (TTM): 38.91X Cap: $343.04B
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Q: For growth, would you buy 1, 2 or all 3...and which?

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Read Answer Asked by Gregory on July 14, 2021