Investment Q&A

• Abbott Laboratories (ABT $112.68)
  • $112.68 P/E (TTM): 14.14X Cap: $195.93B
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• Stryker Corporation (SYK $366.05)
  • $366.05 P/E (TTM): 43.47X Cap: $140.08B
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• iShares U.S. Medical Devices ETF (IHI $57.99)
  • $57.99 P/E (TTM): 30.04X Cap: $3.60B
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Q: I do not have any exposure to the medical devices area. Would you prefer ABT or SYK or is and ETF like IHI a better idea Thanks

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Read Answer Asked by gary on February 22, 2021

• Centene Corporation (CNC $40.58)
  • $40.58 Cap: $19.94B
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Q: I down about 14% in this stock. Seems like this is one of the few stocks to be going down as everything else is going up. Should it improve once the employment rate improves in the States? Is it a sell or should I add shares given its low valuation?
thanks for all your hlep

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Read Answer Asked by Mary on February 22, 2021

• Corning Incorporated (GLW $133.46)
  • $133.46 P/E (TTM): 72.93X Cap: $114.50B
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Q: Hi, may I have your thoughts on Corning. Is it too expensive?

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Read Answer Asked by Izhak on February 22, 2021

• Clover Health Investments Corp. (CLOV $2.02)
  • $2.02 Cap: $1.05B
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Q: Hi 5i
Clovus health was recently subject of a short sellers report by Hindenberg and the stock has tanked.
Are you able to provide an opinion as to the merits of the claims?
Would you would be interested in this company going forward, would you wait for clouds to clear or maybe steer clear altogether. Risk level?
Can you provide a few suggestions for couple alternative companies in similar space?
Thx
Jim

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Read Answer Asked by jim on February 22, 2021

• IDEXX Laboratories Inc. (IDXX $629.35)
  • $629.35 P/E (TTM): 49.91X Cap: $50.25B
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Q: Your thoughts on this company. Do you consider a strong buy?

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Read Answer Asked by Christopher on February 22, 2021

• Teladoc Health Inc. (TDOC $4.65)
  • $4.65 Cap: $825M
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• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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• SOC Telemed Inc. (TLMD)
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Q: Greetings:
Opinion on the above company please, and all the details you could offer. It is now $9.00, trades at 5x sales. Teladoc $300.00 22x sales.Please compare it to Well and Teladoc.
Thanks,
BEN.

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Read Answer Asked by BEN on February 22, 2021

• Ares Commercial Real Estate Corporation (ACRE $5.17)
  • $5.17 Cap: $286M
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Q: I currently hold NWH.un in the REIT space and have been very happy with its overall return. Disregarding the more advantageous tax treatment accorded Canadian dividends, would you add ACRE to an otherwise pipeline, bank, lifeco, and phoneco-oriented income portfolio?

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Read Answer Asked by David on February 22, 2021

Q: Could you offer your opinion of Riot Blockchain. Would you invest in it?
Thanks.

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Read Answer Asked by Dr Lorraine on February 22, 2021

• CRISPR Therapeutics AG (CRSP $53.07)
  • $53.07 Cap: $5.09B
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Q: What do you think of CRSP at $147 USD?

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Read Answer Asked by Kim on February 22, 2021

• Northern Genesis Acquisition Corp. (NGA $16.17)
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• Butterfly Network Inc. Class A (BFLY $3.04)
  • $3.04 Cap: $767M
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Q: Good Morning,
Your thoughts on adding these 2 to TFSA accounts. Thank you!

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Read Answer Asked by Nhung on February 22, 2021

• Power Corporation of Canada Subordinate Voting Shares (POW $64.66)
  • $64.66 P/E (TTM): 13.64X Cap: $41.19B
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• Markel Group Inc. (MKL $2,061.88)
  • $2,061.88 P/E (TTM): 12.89X Cap: $26B
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• Berkshire Hathaway Inc. (BRK.B $497.55)
  • $497.55 P/E (TTM): 15.91X Cap: $1.08T
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Q: Your thought on selling Power Corp to buy MKL or BRK.B in TFSA for growth.
Thank you!

Upvote 1

Read Answer Asked by Nhung on February 22, 2021

Q: ENLV Would you buy this stock. Seems quite exciting with there promising covid drug Alocetra. There ticker symbol did not come up in your search bar.

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Read Answer Asked by Steve on February 20, 2021

• The Walt Disney Company (DIS $105.45)
  • $105.45 P/E (TTM): 15.53X Cap: $186.80B
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Q: I have seen comments on Disney to the effect that the present price will not likely be supported by profits for some years. Does this make it a risky hold?? thanks Jim

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Read Answer Asked by jim on February 19, 2021

• The Walt Disney Company (DIS $105.45)
  • $105.45 P/E (TTM): 15.53X Cap: $186.80B
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• Mastercard Incorporated (MA $518.36)
  • $518.36 P/E (TTM): 31.38X Cap: $462.27B
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• Berkshire Hathaway Inc. (BRK.B $497.55)
  • $497.55 P/E (TTM): 15.91X Cap: $1.08T
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• CrowdStrike Holdings Inc. (CRWD $429.64)
  • $429.64 Cap: $108.31B
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Q: In my US account, I hold Berkshire, Disney and MasterCard. I was thinking of selling one of these to free up some USD to purchase CRWD for more growth. Which one would you suggest selling if you were in this position?

Or, if it were possible, would you suggest converting some CAD to USD to purchase CRWD, and keep the US stocks that I have already?
Thanks
Robert

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Read Answer Asked by Robert on February 19, 2021

• Sherwin-Williams Company (The) (SHW $368.89)
  • $368.89 P/E (TTM): 35.99X Cap: $91.44B
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Q: Hi 5i
Currently considering SHW for 1/2 position and a 2 year hold. Its down slightly off its high and offers small dividend.
What is your current opinion on this company going forward and would you consider taking a position at current price? Why /why not?
Would you consider the announced upcoming 3 for 1 stock split as potential catalyst?
Thx
Jim

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Read Answer Asked by jim on February 19, 2021

• Peridot Acquisition Corp. Class A (PDAC $10.76)
  • $10.76 P/E (TTM): -2.8X Cap: $403M
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Q: PDAC acquires LI-Cycle - nice write up in Globe. And Linico buying a stake in LODE. Is it good timing to buy PDAC ? Thank you

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Read Answer Asked by Kamal on February 19, 2021

• NextEra Energy Inc. (NEE $93.80)
  • $93.80 P/E (TTM): 29.87X Cap: $195.34B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.77)
  • $31.77 Cap: $20.91B
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• Enphase Energy Inc. (ENPH $43.49)
  • $43.49 P/E (TTM): 29.79X Cap: $5.69B
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Q: In RRSP account I sold BEPC to decrease exposure to BEP (10%) and purchased ENPH to diversify. Plan was to hold long term. I see you like NEE and it is more diversified over renewables and pays a dividend. Does it make sense to sell ENPH to buy NEE since I don't really need an additional stock?

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Read Answer Asked by J on February 19, 2021

• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Booking Holdings Inc. (BKNG $4,140.60)
  • $4,140.60 P/E (TTM): 26.97X Cap: $133.46B
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• Starbucks Corporation (SBUX $93.79)
  • $93.79 P/E (TTM): 78.16X Cap: $106.85B
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• Salesforce Inc. (CRM $189.72)
  • $189.72 P/E (TTM): 25.33X Cap: $177.76B
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• Atlassian Corporation (TEAM $84.38)
  • $84.38 Cap: $22.25B
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• Ulta Beauty Inc. (ULTA $683.40)
  • $683.40 P/E (TTM): 26.23X Cap: $30.31B
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• The Trade Desk Inc. (TTD $25.81)
  • $25.81 P/E (TTM): 29.67X Cap: $12.48B
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• Roku Inc. (ROKU $90.06)
  • $90.06 Cap: $13.30B
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• MEDIFAST INC (MED $10.77)
  • $10.77 P/E (TTM): 538.5X Cap: $118M
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• Bright Horizons Family Solutions Inc. (BFAM $66.90)
  • $66.90 P/E (TTM): 19.22X Cap: $3.78B
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• Pinterest Inc. Class A (PINS $15.42)
  • $15.42 P/E (TTM): 25.28X Cap: $10.25B
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• CrowdStrike Holdings Inc. (CRWD $429.64)
  • $429.64 Cap: $108.31B
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• Trane Technologies plc (TT $465.27)
  • $465.27 P/E (TTM): 35.85X Cap: $102.97B
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• Celsius Holdings Inc. (CELH $44.68)
  • $44.68 P/E (TTM): 406.18X Cap: $11.51B
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• Unity Software Inc. (U $18.68)
  • $18.68 Cap: $8.08B
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Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

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Read Answer Asked by Michael on February 19, 2021

• Merck & Company Inc. (MRK $121.41)
  • $121.41 P/E (TTM): 16.05X Cap: $301.34B
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Q: MRK has fallen a bit since its last earnings. What are your thoughts on initiating a position today? Thank-you.

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Read Answer Asked by Alex on February 19, 2021

• The Trade Desk Inc. (TTD $25.81)
  • $25.81 P/E (TTM): 29.67X Cap: $12.48B
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• Roku Inc. (ROKU $90.06)
  • $90.06 Cap: $13.30B
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Q: Two of you favourites, ROKU and TRADE DESK, please comment on earnings and the softness in after hours trading.
Thank you

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Read Answer Asked by Marty on February 19, 2021