Investment Q&A

• Exact Sciences Corporation (EXAS)
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• Guardant Health Inc. (GH)
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Q: Could you please compare these two. Which one would you buy today?

Thanks,
Milan

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Read Answer Asked by Milan on January 27, 2020

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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Q: Any idea why Bank of America and JP Morgan are dropping the last several days even after they both reported stellar results - should I be taking my profit out now or hold ?

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Read Answer Asked by Terence on January 27, 2020

• Zymeworks Inc. (ZYME)
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Q: Your analysis and view of this company hitting new highs and do you see more momentum. Buy,sell or hold?
Thanxs Gary

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Read Answer Asked by Gary on January 27, 2020

• Unum Group (UNM)
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Q: hi there,

looking for an undervalued US financial to add to my portfolio. I own JPM, WF and PRU. Looking at the financials, this one seems to be growing but trading at a significant discount to its peers. Am i missing something or is there another US insurer you prefer?

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Read Answer Asked by kelly on January 27, 2020

• Carpenter Technology Corporation (CRS)
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Q: This company has one well known Rating Agency at "Strong Buy" and another at "Strong Sell". My December 2019 opening position is down 8%. The wide spread in ratings has me intimidated but still inclined to buy it on the way down.
Can you see something other than Boeing, that could be holding this stock back ?

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Read Answer Asked by Cacey on January 27, 2020

• Seaspan Corporation (SSW)
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Q: Would appreciate your analysis and thoughts on Seaspan. Had doubled up and was thinking of selling and putting funds into 2 more US equities. Looking more for growth and capital appreciation but fine with a dividend if possible.
Which 2 would you suggest in any sector and do you think Seaspan's recent news is the reason for the 14% drop in the last month.
Thanks Gary

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Read Answer Asked by Gary on January 27, 2020

• Tesla Inc. (TSLA)
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Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

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Read Answer Asked by Kim on January 26, 2020

• Raytheon Company (RTN)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

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Read Answer Asked by Peter on January 24, 2020

• Capital Product Partners L.P. (CPLP)
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Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

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Read Answer Asked by Gary on January 24, 2020

• C.H. Robinson Worldwide Inc. (CHRW)
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• Cognizant Technology Solutions Corporation (CTSH)
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• Big Lots Inc. (BIG)
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Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

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Read Answer Asked by Luc on January 24, 2020

• Intuitive Surgical Inc. (ISRG)
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Q: Can you please comment on earnings ? Good time to initiate a position ?

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Read Answer Asked by Karim on January 24, 2020

Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks

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Read Answer Asked by Gregory on January 24, 2020

• BMO Low Volatility US Equity ETF (ZLU)
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Q: Can you suggest a unhedged etf for USA market exposure and low volatility and low mer

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Read Answer Asked by parmjit on January 24, 2020

• iShares Russell 2000 Growth ETF (IWO)
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• BMO Low Volatility US Equity ETF (ZLU)
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• BMO S&P 500 Index ETF (ZSP)
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• INVESCO QQQ Trust (QQQ)
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
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• Vanguard Total Stock Market ETF (VTI)
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• iShares Core S&P 500 ETF (IVV)
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Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks

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Read Answer Asked by Barbara on January 24, 2020

• QUALCOMM Incorporated (QCOM)
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Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

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Read Answer Asked by Keith on January 24, 2020

• Diana Shipping inc. (DSX)
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Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

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Read Answer Asked by Ernest on January 24, 2020

• Booking Holdings Inc. (BKNG)
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Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

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Read Answer Asked by Olivier on January 24, 2020

• Edwards Lifesciences Corporation (EW)
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• Gamehost Inc. (GH)
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• WELL Health Technologies Corp. (WELL)
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• Repligen Corporation (RGEN)
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Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• BILL Holdings Inc. (BILL)
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Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Forterra Inc. (FRTA)
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Q: Hello 5i,
Please give me your assessment of Forterra. Growth, debt, management etc
Thanks
Dave

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Read Answer Asked by Dave on January 24, 2020