Investment Q&A

• Alphabet Inc. (GOOG $281.13)
  • $281.13 P/E (TTM): 27.66X Cap: $3.51T
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• Dominion Energy Inc. (D $60.75)
  • $60.75 P/E (TTM): 17.34X Cap: $53.31B
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• Freeport-McMoRan Inc. (FCX $55.63)
  • $55.63 P/E (TTM): 36.14X Cap: $82.04B
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• Mosaic Company (The) (MOS $24.96)
  • $24.96 P/E (TTM): 14.16X Cap: $8.31B
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• NRG Energy Inc. (NRG $146.14)
  • $146.14 P/E (TTM): 37.85X Cap: $32.42B
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• Realty Income Corporation (O $60.28)
  • $60.28 P/E (TTM): 52.01X Cap: $56B
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• Xcel Energy Inc. (XEL $77.79)
  • $77.79 P/E (TTM): 22.5X Cap: $48.47B
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• Twitter Inc. (TWTR)
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• Cencora Inc. (COR $318.26)
  • $318.26 P/E (TTM): 38.49X Cap: $63.23B
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• T-Mobile US Inc. (TMUS $211.89)
  • $211.89 P/E (TTM): 21.48X Cap: $232.88B
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• Reliance Inc. (RS $298.92)
  • $298.92 P/E (TTM): 20.88X Cap: $15.46B
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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 $210.62)
  • $210.62 P/E (TTM): 86.83X Cap: $366.45B
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• The Walt Disney Company (DIS $94.81)
  • $94.81 P/E (TTM): 14.43X Cap: $169.97B
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• Medtronic plc. (MDT $87.69)
  • $87.69 P/E (TTM): 24.35X Cap: $112.84B
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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 $241.95)
  • $241.95 P/E (TTM): 22.28X Cap: $226.43B
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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)
  • Cap: $114M
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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 $403.65)
  • $403.65 P/E (TTM): 66.64X Cap: $78.56B
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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.

Upvote 1

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

Upvote 0

Read Answer Asked by gary on July 15, 2021

• Wells Fargo & Company (WFC $78.92)
  • $78.92 P/E (TTM): 12.48X Cap: $247.63B
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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.

Upvote 0

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!

Upvote 0

Read Answer Asked by Robert on July 14, 2021

• Natera Inc. (NTRA $197.00)
  • $197.00 Cap: $27.97B
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• Bentley Systems Incorporated (BSY $35.96)
  • $35.96 P/E (TTM): 45.51X Cap: $10.62B
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Q: Please let me know BSY and NTRA . buy, sell or hold. Thanks

Upvote 0

Read Answer Asked by vipin on July 14, 2021

• Costco Wholesale Corporation (COST $979.24)
  • $979.24 P/E (TTM): 67.11X Cap: $432.49B
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• AbbVie Inc. (ABBV $210.62)
  • $210.62 P/E (TTM): 86.83X Cap: $366.45B
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• NextEra Energy Inc. (NEE $90.71)
  • $90.71 P/E (TTM): 27.34X Cap: $189.93B
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• Procter & Gamble Company (The) (PG $142.47)
  • $142.47 P/E (TTM): 21.33X Cap: $332.70B
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• Walmart Inc. (WMT $122.30)
  • $122.30 Cap: $981.08B
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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.

Upvote 0

Read Answer Asked by Sam on July 14, 2021

• BMO US Preferred Share Index ETF (ZUP $19.40)
  • $19.40 P/E (TTM): 3.67X Cap: $45M
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Q: I have US dollars to invest. I am looking for relatively safe income investments such as a US$ REIT or a preferred ETF something like ZUP but in US$. Do you have any suggestions? Thanks for your help.

Upvote 0

Read Answer Asked by Ken on July 14, 2021

• RH (RH $132.93)
  • $132.93 P/E (TTM): 23.8X Cap: $2.39B
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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 $175.76)
  • $175.76 Cap: $21.38B
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• Lithium Americas Corp. (LAC $3.88)
  • $3.88 Cap: $1.16B
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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 $2.39)
  • $2.39 Cap: $176M
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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 $340.38)
  • $340.38 P/E (TTM): 37.03X Cap: $293.11B
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• NVIDIA Corporation (NVDA $172.17)
  • $172.17 P/E (TTM): 35.84X Cap: $4.34T
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• ASML Holding N.V. (ASML $1,334.72)
  • $1,334.72 P/E (TTM): 61.67X Cap: $537.22B
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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

• D.R. Horton Inc. (DHI $136.73)
  • $136.73 P/E (TTM): 12.61X Cap: $39.88B
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Q: I am puzzled by recent share-price movement downwards in homebuilders, especially given the alarmingly low interest rates. Are UShome builders likely to stay in the doldrums for more than a year , do you think? For example, DHI is profitable; has very low PEG (0.54%, I think); reasonably good cash flow; manageable debt &c., yet shares are going down. (Incidentally M/I Homebuilders, symbol MHO, is even better valued!)

My question however is only about DHI. Please give your views on what you think one should do with holdings in DHI if one wants to build a cash cushion to deploy when markets panic and sink. Please ignore tax consequences.

Upvote 0

Read Answer Asked by Adam on July 14, 2021

• Dynatrace Inc. (DT $37.32)
  • $37.32 P/E (TTM): 63.44X Cap: $10.87B
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• Datadog Inc. (DDOG $124.33)
  • $124.33 P/E (TTM): 416.87X Cap: $43.62B
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Q: In a receent article in Barrons a 'new' sector called 'observability' was referenced. This is a fancy word for companies that provide third party mangement of IT infrastructure of I assume large companies. They touted Datadog and Dynatrace as opportunities although expensive on an EPS basis. Any thoughts on the sector and these stocks?
David

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Read Answer Asked by David on July 14, 2021

• Simulations Plus Inc. (SLP $11.70)
  • $11.70 Cap: $233M
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Q: Please comment on the earning report. Big drop afterhours. Thanks a million.

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Read Answer Asked by Lai Kuen on July 14, 2021

• Starbucks Corporation (SBUX $90.94)
  • $90.94 P/E (TTM): 78.19X Cap: $105.60B
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• The Walt Disney Company (DIS $94.81)
  • $94.81 P/E (TTM): 14.43X Cap: $169.97B
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• Dollarama Inc. (DOL $169.28)
  • $169.28 P/E (TTM): 39.61X Cap: $46.94B
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• Restaurant Brands International Inc. (QSR $101.51)
  • $101.51 P/E (TTM): 32.06X Cap: $45.73B
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• Magna International Inc. (MG $76.88)
  • $76.88 P/E (TTM): 18.39X Cap: $21.84B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.46)
  • $112.46 Cap: $13.29B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.14)
  • $12.14 Cap: $1.67B
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• Boyd Group Services Inc. (BYD $182.22)
  • $182.22 P/E (TTM): 194.38X Cap: $5.29B
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Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

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Read Answer Asked by dan on July 13, 2021

• AST SpaceMobile Inc. (ASTS $88.43)
  • $88.43 Cap: $36.69B
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Q: Potential ? Buy ? Your comments, please. Thanks

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Read Answer Asked by Kamal on July 13, 2021