Investment Q&A

• Lumentum Holdings Inc. (LITE $233.24)
  • $233.24 P/E (TTM): 151.8X Cap: $19.06B
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• Viavi Solutions Inc. (VIAV $15.92)
  • $15.92 P/E (TTM): 276.33X Cap: $3.60B
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Q: How do you rate these companies? How does future look for them? If selling one, which would go?

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Read Answer Asked on May 26, 2020

• Archer-Daniels-Midland Company (ADM $57.87)
  • $57.87 P/E (TTM): 24.51X Cap: $27.98B
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• Bunge Limited (BG $92.80)
  • $92.80 P/E (TTM): 10.45X Cap: $18.56B
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Q: Hello to the team
i'm interested dip my toes on the agricultural wich of the two you wouldl side,i'm 76.
Thank You
Dan

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Read Answer Asked by DANIEL on May 26, 2020

• Gilead Sciences Inc. (GILD $124.99)
  • $124.99 P/E (TTM): 19.69X Cap: $158.89B
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• Johnson & Johnson (JNJ $203.07)
  • $203.07 P/E (TTM): 19.31X Cap: $489.06B
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• Procter & Gamble Company (The) (PG $148.19)
  • $148.19 P/E (TTM): 21.46X Cap: $346.28B
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Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

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Read Answer Asked by thambirajah on May 26, 2020

• Dollar Tree Inc. (DLTR $98.56)
  • $98.56 Cap: $20.38B
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Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N

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Read Answer Asked by ron on May 26, 2020

• Wingstop Inc. (WING $228.49)
  • $228.49 P/E (TTM): 37.7X Cap: $6.44B
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Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn

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Read Answer Asked by Dawn on May 26, 2020

• L3Harris Technologies Inc. (LHX $284.22)
  • $284.22 P/E (TTM): 30.66X Cap: $53.35B
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Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!

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Read Answer Asked by Michael on May 26, 2020

• Broadcom Inc. (AVGO $346.82)
  • $346.82 P/E (TTM): 86.86X Cap: $1.67T
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• Duke Energy Corporation (Holding Company) (DUK $122.54)
  • $122.54 P/E (TTM): 15.15X Cap: $95.05B
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• JPMorgan Chase & Co. (JPM $298.38)
  • $298.38 P/E (TTM): 14.82X Cap: $825.58B
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• NextEra Energy Inc. (NEE $84.30)
  • $84.30 P/E (TTM): 26.96X Cap: $175.56B
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• AT&T Inc. (T $25.52)
  • $25.52 P/E (TTM): 8.31X Cap: $179.15B
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Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

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Read Answer Asked by Mark on May 26, 2020

• LiveRamp Holdings Inc. (RAMP $28.08)
  • $28.08 P/E (TTM): 50.33X Cap: $1.81B
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Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons

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Read Answer Asked by Olivier on May 26, 2020

• Amgen Inc. (AMGN $336.07)
  • $336.07 P/E (TTM): 26.56X Cap: $184.37B
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• Amazon.com Inc. (AMZN $217.14)
  • $217.14 P/E (TTM): 31.43X Cap: $2.38T
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• Alphabet Inc. (GOOG $289.98)
  • $289.98 P/E (TTM): 28.13X Cap: $3.53T
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• Microsoft Corporation (MSFT $478.43)
  • $478.43 P/E (TTM): 35.12X Cap: $3.61T
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• NVIDIA Corporation (NVDA $180.64)
  • $180.64 P/E (TTM): 51.67X Cap: $4.53T
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• PayPal Holdings Inc. (PYPL $58.11)
  • $58.11 P/E (TTM): 12.21X Cap: $56.24B
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• QUALCOMM Incorporated (QCOM $159.59)
  • $159.59 P/E (TTM): 32.95X Cap: $177.90B
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• Regeneron Pharmaceuticals Inc. (REGN $737.00)
  • $737.00 P/E (TTM): 17.34X Cap: $77.45B
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• Roper Technologies Inc. (ROP $440.86)
  • $440.86 P/E (TTM): 30.61X Cap: $47.45B
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• Atlassian Corporation (TEAM $144.04)
  • $144.04 Cap: $38.54B
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• Twilio Inc. Class A (TWLO $118.88)
  • $118.88 P/E (TTM): 309.44X Cap: $18.21B
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• Veeva Systems Inc. Class A (VEEV $270.50)
  • $270.50 P/E (TTM): 56.32X Cap: $44.74B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• RTX Corporation (RTX $172.73)
  • $172.73 P/E (TTM): 35.88X Cap: $232.59B
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Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

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Read Answer Asked by Michael on May 26, 2020

• GAIN Capital Holdings Inc. (GCAP $6.04)
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Q: Happy Friday!

I acknowledge you don't closely follow US stocks, but given that you still occasionally comment, I'll ask: What's the argument against this one?

I appreciate any insights you may wish to share.

Thanks,

Marc.

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Read Answer Asked by Marc on May 26, 2020

• Jefferies Financial Group Inc. (JEF $53.64)
  • $53.64 P/E (TTM): 18.23X Cap: $11.29B
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Q: Hi Guys
I sold JEF for a tax loss just recently. Would you see value in buying it back after 30 days at this price.
thanks

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Read Answer Asked by Gordon on May 26, 2020

• ServiceNow Inc. (NOW $800.46)
  • $800.46 P/E (TTM): 98.79X Cap: $169.82B
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• DocuSign Inc. (DOCU $64.01)
  • $64.01 P/E (TTM): 49.3X Cap: $13.07B
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Q: You have the choice to invest in one of these companies. Which one do you choose and why?

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Read Answer Asked by francis on May 26, 2020

• Box Inc. Class A (BOX $28.98)
  • $28.98 P/E (TTM): 23.9X Cap: $4.22B
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Q: Hi

Box has been a big disappointment for long time now. Today it popped up probably due to upgrade from analyst. What is your opinion - Sell and move on before earnings or hold?
Thanks

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Read Answer Asked by S on May 25, 2020

• PayPal Holdings Inc. (PYPL $58.11)
  • $58.11 P/E (TTM): 12.21X Cap: $56.24B
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• Visa Inc. (V $323.77)
  • $323.77 P/E (TTM): 31.49X Cap: $624.16B
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Q: For a one year growth which one of these companies would you say has greater potential. Growth only

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Read Answer Asked by wilson on May 25, 2020

• Procter & Gamble Company (The) (PG $148.19)
  • $148.19 P/E (TTM): 21.46X Cap: $346.28B
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Q: The share price of PG has been taking a bit of a nose-dive since they issued results in April. I would have guessed that a large consumer products company like this would have held up much better. Can you tell me what is causing this price action and your short term prospects for it.
Many thanks
Ian

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Read Answer Asked by Ian on May 25, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Can you see anything on your radar to account for the heavy volume and 20% plus increase on Friday? Thx

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Read Answer Asked by blake on May 25, 2020

• Lyft Inc. (LYFT $19.76)
  • $19.76 P/E (TTM): 57.11X Cap: $8.47B
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• Uber Technologies Inc. (UBER $83.36)
  • $83.36 P/E (TTM): 15.48X Cap: $186.02B
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Q: COULD YOU TELL ME WHICH OF THESE 2 YOU PREFER FOR 1-3 YEAR HOLD , AND WHY AND ALSO WHICH HAS THE BEST AUTONOMOUS PROGRAM TO CAPTURE THAT MARKET THANKS GREG

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Read Answer Asked by Greg on May 25, 2020

• Unum Group (UNM $76.29)
  • $76.29 P/E (TTM): 14.98X Cap: $12.80B
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Q: WHat is your opinion of this firm and its potential for steady dividend returns and more or less reasonable volatility

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Read Answer Asked by James on May 22, 2020

• Moderna Inc. (MRNA $22.36)
  • $22.36 Cap: $9.44B
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Q: Moderna seems interesting for all the wrong reasons. I know they are promotional as you like to put it, but they don't seem to have a single product yet, indeed nothing is even at the clinical testing phase. Their minimal income I presume is from some deals with larger companies and/or simply interest from their cash horde. Do you know of anyone in the leadership with a dubious past or any other reason to suspect out and out malfeasance?

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Read Answer Asked by Alex on May 22, 2020

• Lincoln National Corporation (LNC $39.38)
  • $39.38 P/E (TTM): 3.54X Cap: $7.58B
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• Verizon Communications Inc. (VZ $40.76)
  • $40.76 P/E (TTM): 8.86X Cap: $173.67B
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• BCE Inc. (BCE $32.37)
  • $32.37 P/E (TTM): 4.84X Cap: $29.90B
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• TELUS Corporation (T $18.84)
  • $18.84 Cap: $29.44B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.22)
  • $40.22 Cap: $26.43B
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• Algonquin Power & Utilities Corp. (AQN $8.36)
  • $8.36 Cap: $6.44B
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Q: What do you think of Lincoln National? Is the dividend "safe", Do you see it moving back to a pre-Covid level, are there better choices.
And, what stocks do you see thriving in a low/negative environment?

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Read Answer Asked by Kyle on May 22, 2020