Investment Q&A

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.02X Cap: $444.38B
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• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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Q: I was considering adding Walmart or Costco to my RRSP account. Would greatly appreciate your comments. Thanks so much.

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Read Answer Asked by Nancy on September 28, 2020

• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 62.92X Cap: $173.35B
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Q: This stock stumbled 20% over the first 3 weeks of September.

Any insight into what was happening and future strength / weakness?

Thanks

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Read Answer Asked by Mark on September 28, 2020

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $162.51)
  • $162.51 P/E (TTM): 20.54X Cap: $375.28B
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Q: Would you have a strong preference for one over the other? Which do you expect to have the best growth potential?
Thanks,
Barry

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Read Answer Asked by Barry on September 28, 2020

• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 167.19X Cap: $394.88B
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Q: Hi 5iTeam,

Please comment on ABBV's pull back since reaching ytd high in July. Would now be a good time to average down?
Cheers,

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Read Answer Asked by Harry on September 28, 2020

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Adobe Inc. (ADBE $268.38)
  • $268.38 P/E (TTM): 16.43X Cap: $110.16B
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Netflix Inc. (NFLX $82.20)
  • $82.20 P/E (TTM): 4.02X Cap: $347.06B
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• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 25.36X Cap: $179.29B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 73.24X Cap: $3.57B
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• Atlassian Corporation (TEAM $94.72)
  • $94.72 Cap: $24.93B
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• Veeva Systems Inc. Class A (VEEV $183.65)
  • $183.65 P/E (TTM): 35.84X Cap: $30.18B
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• Real Matters Inc. (REAL $7.01)
  • $7.01 Cap: $520M
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• Roku Inc. (ROKU $85.85)
  • $85.85 Cap: $12.68B
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• DocuSign Inc. (DOCU $47.13)
  • $47.13 P/E (TTM): 31.85X Cap: $9.43B
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• Alteryx Inc. Class A (AYX)
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• Invesco NASDAQ 100 Index ETF (QQC.F $194.60)
  • $194.60 P/E (TTM): 30.28X Cap: $1.27B
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• Fastly Inc. (FSLY $8.57)
  • $8.57 Cap: $1.28B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

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Read Answer Asked by Peter on September 28, 2020

• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 167.19X Cap: $394.88B
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Q: You mentioned a month back that you like Abbv better then Gild.
Why is gild in your partners interest portfolio and not Abbv.
I am thinking of buying Abbv,or do you think there are better options?...like guardian health?
Thankfully

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Read Answer Asked by Josh on September 25, 2020

• Abbott Laboratories (ABT $110.83)
  • $110.83 P/E (TTM): 13.69X Cap: $192.71B
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• Quest Diagnostics Incorporated (DGX $190.71)
  • $190.71 P/E (TTM): 22.57X Cap: $21.21B
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• United Airlines Holdings Inc. (UAL $115.91)
  • $115.91 P/E (TTM): 10.61X Cap: $37.52B
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Q: If a graphene test for covid 19 is developing at UofA and currently preparing to test at the YEG airport do you think there is an opportunity for investment? If so which company?

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Read Answer Asked by Lynn on September 25, 2020

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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• Roku Inc. (ROKU $85.85)
  • $85.85 Cap: $12.68B
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Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason

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Read Answer Asked by Jason on September 25, 2020

• Cisco Systems Inc. (CSCO $84.82)
  • $84.82 P/E (TTM): 31.8X Cap: $335.13B
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• QUALCOMM Incorporated (QCOM $137.34)
  • $137.34 P/E (TTM): 27.21X Cap: $146.54B
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Q: Hi Folks,
I am down 22% since I bought CSCO in June. What's going on - should I sell this or is there still hope ? Might replace it with QCOM or can you suggest others ?
Thanks again for a great service.

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Read Answer Asked by JOHN on September 25, 2020

• Jacobs Solutions Inc. (J $148.81)
  • $148.81 P/E (TTM): 60.39X Cap: $17.49B
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• RTX Corporation (RTX $198.66)
  • $198.66 P/E (TTM): 40.24X Cap: $266.35B
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Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom

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Read Answer Asked by Tom on September 25, 2020

• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Hello, what are your thoughts on this company? Seems cheap, has a lot of momentum and seems to be a beneficiary of the pandemic...Thank you.

Regards,

Shyam

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Read Answer Asked by Shyam on September 24, 2020

• Enterprise Products Partners L.P. (EPD $34.91)
  • $34.91 P/E (TTM): 13.24X Cap: $75.52B
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Q: What is your projection of 3rd quarter results.
How do you currently view this company and the sector in general.

Thank you, John

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Read Answer Asked by JACK on September 24, 2020

• Jacobs Solutions Inc. (J $148.81)
  • $148.81 P/E (TTM): 60.39X Cap: $17.49B
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Q: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks

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Read Answer Asked by Paul on September 24, 2020

• Nikola Corporation (NKLA)
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• Kensington Capital Acquisition Corp. Class A (KCAC)
  • P/E (TTM): -90.1X Cap: $579M
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Q: Could you provide an opinion on QuantumScape and its merger with KCAC as part of going public? Is this something you would endorse starting a small position in before the merged listing completes? Thank you as always.

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Read Answer Asked by Laxmyharan on September 24, 2020

• Expedia Group Inc. (EXPE $236.85)
  • $236.85 P/E (TTM): 22.35X Cap: $29.02B
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• Uber Technologies Inc. (UBER $74.77)
  • $74.77 P/E (TTM): 9.67X Cap: $155.35B
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Q: Can You give your opinion on these two stocks in terms of valuation and potential returns within the next three years
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you

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Read Answer Asked by Indra on September 24, 2020

• XPEL Inc. (XPEL $51.93)
  • $51.93 P/E (TTM): 30.43X Cap: $1.43B
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Q: I'd like to get your more recent thoughts on a position in XPEL? Fundamentals look pretty good here. Thanks

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Read Answer Asked by Adam on September 24, 2020

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.02X Cap: $444.38B
  • View COST Profile
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Q: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt

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Read Answer Asked by Matt on September 24, 2020

• CVR Energy Inc. (CVI $24.54)
  • $24.54 P/E (TTM): 14.39X Cap: $2.46B
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Q: Your thoughts on CVI ? Thanks

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Read Answer Asked by Kevin on September 23, 2020

• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 25.36X Cap: $179.29B
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• JD.com Inc. (JD $28.07)
  • $28.07 P/E (TTM): 7.1X Cap: $40.79B
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• Alteryx Inc. Class A (AYX)
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: Hello 5i Team,

I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.

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Read Answer Asked by Bradley on September 23, 2020

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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Q: hi,
apple is about 14% of my portfolios is good to increase at 20% after the split
thanks Jean guy

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Read Answer Asked by Jean Guy on September 23, 2020