Investment Q&A

• Scotts Miracle-Gro Company (The) (SMG $62.19)
  • $62.19 P/E (TTM): 44.67X Cap: $3.60B
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Q: Do you have any current comments on Scott's or other US cannabis stocks?
Thanks, Doug

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Read Answer Asked by Douglas on September 29, 2020

• Wix.com Ltd. (WIX $89.52)
  • $89.52 Cap: $4.92B
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Q: What are your thoughts about this company ? Thanks.

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Read Answer Asked by Norman on September 29, 2020

• Vanguard Growth ETF (VUG $432.72)
  • $432.72 P/E (TTM): 36.5X Cap: $198.06B
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Q: Would you have any ETF or Mutual fund that compare to this Vanguard US Growth fund investor Shares (VWUSX). It seems that Vanguard does not sell this fund in Canada, Thanks

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Read Answer Asked by Saad on September 28, 2020

• Nuance Communications Inc. (NUAN)
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Q: What is your opinion of Nuance? It seems to be doing well since early this year.
Thanks for your input.
John

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Read Answer Asked by John on September 28, 2020

• Real Matters Inc. (REAL $5.66)
  • $5.66 Cap: $426M
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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• Cannae Holdings Inc. (CNNE $11.02)
  • $11.02 Cap: $502M
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• SciPlay Corporation (SCPL)
  • P/E (TTM): 4.46X
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• BellRing Brands Inc. (BRBR $15.14)
  • $15.14 P/E (TTM): 11.46X Cap: $2.01B
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Q: Please suggest your top 5 non-dividend paying value stocks. And I stress non-dividend paying for tax reasons. Thanks very much.

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Read Answer Asked by David on September 28, 2020

• Annaly Capital Management Inc. (NLY $21.06)
  • $21.06 P/E (TTM): 7.66X Cap: $15.38B
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Q: Would NLY be a good buy for its dividend?
Phil

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Read Answer Asked by philip on September 28, 2020

• British American Tobacco p.l.c. (BTI $58.26)
  • $58.26 P/E (TTM): 31.5X Cap: $126.80B
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Q: Hello Team,
What percent growth per year would you expect on this company.
Thank You,
Barry

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Read Answer Asked by Barry on September 28, 2020

• Air Products and Chemicals Inc. (APD $293.17)
  • $293.17 Cap: $64.59B
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• Pfizer Inc. (PFE $27.57)
  • $27.57 P/E (TTM): 19.68X Cap: $155.17B
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• Moderna Inc. (MRNA $53.57)
  • $53.57 Cap: $21.23B
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• BioNTech SE (BNTX $87.46)
  • $87.46 Cap: $21.98B
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Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!

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Read Answer Asked by Mark on September 28, 2020

• Medtronic plc. (MDT $87.67)
  • $87.67 P/E (TTM): 24.35X Cap: $112.84B
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• Veeva Systems Inc. Class A (VEEV $178.28)
  • $178.28 P/E (TTM): 36.11X Cap: $29.11B
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• DexCom Inc. (DXCM $66.09)
  • $66.09 P/E (TTM): 31.55X Cap: $25.72B
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• Guardant Health Inc. (GH $88.10)
  • $88.10 Cap: $11.35B
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Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?

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Read Answer Asked by Paul on September 28, 2020

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: Good Morning... what are your thoughts on NVTA? Would you be buyers or sellers heading into the merger? Does the future seem bright and profitable to you for the combined company and the space they're in?

thanks, Mark

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Read Answer Asked by Mark on September 28, 2020

• Marriott International (MAR $325.74)
  • $325.74 P/E (TTM): 34.37X Cap: $86.09B
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• Booking Holdings Inc. (BKNG $4,213.76)
  • $4,213.76 P/E (TTM): 26.46X Cap: $134.22B
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• Wynn Resorts Limited (WYNN $99.47)
  • $99.47 P/E (TTM): 32.21X Cap: $10.62B
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• Southwest Airlines Company (LUV $39.53)
  • $39.53 P/E (TTM): 48.61X Cap: $19.74B
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Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks

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Read Answer Asked by Gordon on September 28, 2020

• Lennox International Inc. (LII $438.30)
  • $438.30 P/E (TTM): 20.93X Cap: $16.28B
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• Trane Technologies plc (TT $407.13)
  • $407.13 P/E (TTM): 32.74X Cap: $96.05B
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 34.15X
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Q: With an increase in air filtration and virus filtration for subways, planes and private homes, what companies do you recommend?

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Read Answer Asked by James on September 28, 2020

• Costco Wholesale Corporation (COST $979.65)
  • $979.65 P/E (TTM): 67.11X Cap: $432.49B
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Q: Hi Guys,
Please provide a recap for Costco most recent quarter.

Is it still a keeper?

thanks
Jim

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Read Answer Asked by jim on September 28, 2020

• Costco Wholesale Corporation (COST $979.65)
  • $979.65 P/E (TTM): 67.11X Cap: $432.49B
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• Walmart Inc. (WMT $122.18)
  • $122.18 Cap: $981.08B
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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 $468.55)
  • $468.55 P/E (TTM): 60.74X Cap: $166.90B
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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 $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $125.41)
  • $125.41 P/E (TTM): 16.15X Cap: $299.90B
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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 $211.12)
  • $211.12 P/E (TTM): 86.83X Cap: $366.45B
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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 $252.89)
  • $252.89 P/E (TTM): 31.83X Cap: $3.70T
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• Adobe Inc. (ADBE $240.88)
  • $240.88 P/E (TTM): 14.83X Cap: $97.39B
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• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
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• Alphabet Inc. (GOOG $280.74)
  • $280.74 P/E (TTM): 27.66X Cap: $3.51T
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• Netflix Inc. (NFLX $93.32)
  • $93.32 P/E (TTM): 36.92X Cap: $389.62B
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• Salesforce Inc. (CRM $185.64)
  • $185.64 P/E (TTM): 25.02X Cap: $167.94B
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• Constellation Software Inc. (CSU $2,386.76)
  • $2,386.76 P/E (TTM): 77.07X Cap: $51B
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• Kinaxis Inc. (KXS $139.61)
  • $139.61 P/E (TTM): 42.05X Cap: $3.83B
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• Atlassian Corporation (TEAM $68.13)
  • $68.13 Cap: $17.52B
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• Veeva Systems Inc. Class A (VEEV $178.28)
  • $178.28 P/E (TTM): 36.11X Cap: $29.11B
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• Real Matters Inc. (REAL $5.66)
  • $5.66 Cap: $426M
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• Roku Inc. (ROKU $89.03)
  • $89.03 P/E (TTM): 174.66X Cap: $13.12B
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• DocuSign Inc. (DOCU $47.18)
  • $47.18 P/E (TTM): 34.12X Cap: $9.17B
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• Alteryx Inc. Class A (AYX)
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• Invesco NASDAQ 100 Index ETF (QQC.F $182.86)
  • $182.86 P/E (TTM): 32.84X Cap: $1.22B
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• Fastly Inc. (FSLY $28.59)
  • $28.59 Cap: $4.52B
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• CrowdStrike Holdings Inc. (CRWD $392.62)
  • $392.62 Cap: $99.57B
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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 $211.12)
  • $211.12 P/E (TTM): 86.83X Cap: $366.45B
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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 $104.57)
  • $104.57 P/E (TTM): 28.19X Cap: $182.57B
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• Quest Diagnostics Incorporated (DGX $198.15)
  • $198.15 P/E (TTM): 22.35X Cap: $21.58B
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• United Airlines Holdings Inc. (UAL $92.69)
  • $92.69 P/E (TTM): 9.21X Cap: $30.06B
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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