Investment Q&A

Q: Your view on Aileron Therapeutics please

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Read Answer Asked by Tom on December 02, 2019

• AbbVie Inc. (ABBV $186.39)
  • $186.39 Fwd P/E: 81.85X Cap: $335.40B
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Q: Can I please get your opinion of AbbVie.

Thanks

Dave

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Read Answer Asked by David on December 02, 2019

• Mosaic Company (The) (MOS $35.90)
  • $35.90 Fwd P/E: 31.08X Cap: $11.43B
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Q: Can you comment on Mosaic. Would you buy at today's price for a long term hold.
My cost was around $30.00. Eventually it should get back to that price when phosphate prices go up
thanks Gord

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Read Answer Asked by Gordon on December 02, 2019

Q: Hi Peter & Crew,
Your thoughts on this SPDR Portfolio Total Stock Market ETF for a LIRA account for at least a10 year hold, or another US listed total stock market ETF that might be better.
Thanks. Ivan

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Read Answer Asked by Ivan on December 02, 2019

• Blackrock Health Sciences Trust (BME $35.79)
  • $35.79 Cap: $486M
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Q: Is there any grief with buying an etf like "bme". I know Canadians can not own US mutual funds , just etf's. What scares me it is called a "trust". What are the implications or possible tax reporting problems.As well do you consider this a decent investment.

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Read Answer Asked by lynn on December 02, 2019

• Costco Wholesale Corporation (COST $967.68)
  • $967.68 Fwd P/E: 57.3X Cap: $435.01B
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Q: Looking to buy Costco. In order of priority would you recommend it be from an open cash account, TFSA or RRSP. I have room to manoeuvre in my cash account but would have to do some selling in the other two accounts to initiate the purchase.

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Read Answer Asked by Dennis on December 02, 2019

• The Howard Hughes Corporation (HHC)
  • Fwd P/E: 33.2X Cap: $3.94B
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Q: Good afternoon,
I would appreciate any advice that you can offer respecting HHC. Is it a buy at this time? Thank you.

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Read Answer Asked by Peter on November 29, 2019

• Neurocrine Biosciences Inc. (NBIX $131.24)
  • $131.24 Fwd P/E: 45.81X Cap: $13.37B
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• Synopsys Inc. (SNPS $569.10)
  • $569.10 Fwd P/E: 64.5X Cap: $85.26B
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Q: Your thoughts on NBIX:US and SNPS:US?

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Read Answer Asked by Colin I on November 29, 2019

• QUALCOMM Incorporated (QCOM $154.30)
  • $154.30 Fwd P/E: 15.74X Cap: $169.41B
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Q: The 5G chipmakers are where I think the big money can be made. Do you think Intel can go the way of Microsoft. Microsoft went nowhere for so long after their long run and then they took off with the cloud. Will intel be the chipmaker to supply 5G or is it Micron and Nvdia or some other company? Thanks.

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Read Answer Asked by Helen on November 29, 2019

• Clovis Oncology Inc. (CLVS)
  • Cap: $11M
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Q: Hi Peter and Ryan,

I noticed CLVS had a good run lately. I am wondering whether the fundamental has been changed. Is it a good buy now?
Please also provide a few (CAD and US) names that are stable for long investment in the next few months, particularly with good valuation. It is almost RRSP season.
Thanks,
Yiwen

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Read Answer Asked by Yiwen on November 29, 2019

• Guardant Health Inc. (GH $48.09)
  • $48.09 Cap: $6.16B
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Q: Is there an error in your response to Tim, Nov 26,2019? Does GH “offer a break through in cancer detection”?
Thank you,
Sharon

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Read Answer Asked by Sharon on November 29, 2019

Q: This stock KSHB is trading at a very low price to sales and had been take down a lot along with the Cannabis names and the vaping scare. What would be your thoughts on owning this name - new buy

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Read Answer Asked by Aleem on November 29, 2019

• QUALCOMM Incorporated (QCOM $154.30)
  • $154.30 Fwd P/E: 15.74X Cap: $169.41B
  • View QCOM Profile
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• Xilinx Inc. (XLNX)
  • Fwd P/E: 51.66X Cap: $48.41B
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• Marvell Technology Inc. (MRVL $72.41)
  • $72.41 Cap: $62.51B
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Q: In anticipation of migration and implementation of 5G next year, what would you recommend as the top 3 semiconductor companies on your action buy list at the point in time
thank you

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Read Answer Asked by rajinderpl on November 29, 2019

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $20.63)
  • $20.63 Fwd P/E: 22.15X Cap: $7.09B
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Q: Your opinion of this one - retired, looking for US income and a bit of growth?

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Read Answer Asked by kelly on November 28, 2019

• Visa Inc. (V $347.02)
  • $347.02 Fwd P/E: 35.23X Cap: $669.62B
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Q: I have just started to buy some us equities with msft and am considering Visa, Disney and honeywell which would you start with and what are your feelings re stability and growth.
Doug

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Read Answer Asked by Doug on November 28, 2019

• Kinder Morgan Inc. (KMI $27.94)
  • $27.94 Fwd P/E: 24.41X Cap: $62.92B
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• ONEOK Inc. (OKE $79.94)
  • $79.94 Fwd P/E: 15.93X Cap: $50.95B
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• Williams Companies Inc. (The) (WMB $58.37)
  • $58.37 Fwd P/E: 31.74X Cap: $72.08B
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Q: What US Utilities do you like?

Thanks, Patrick

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Read Answer Asked by Patrick on November 28, 2019

• Apple Inc. (AAPL $209.11)
  • $209.11 Fwd P/E: 32.5X Cap: $3.11T
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• The Walt Disney Company (DIS $118.98)
  • $118.98 Fwd P/E: 24.48X Cap: $215.67B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: What would be your current top 5 investments (canadian or US company stock) for a millenial investor for the long term?

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Read Answer Asked by Patrick on November 27, 2019

• First Solar Inc. (FSLR $171.93)
  • $171.93 Fwd P/E: 13.68X Cap: $17.24B
  • View FSLR Profile
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• Canadian Solar Inc. (CSIQ $12.90)
  • $12.90 Cap: $851M
  • View CSIQ Profile
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• Invesco Solar ETF (TAN $38.32)
  • $38.32 Fwd P/E: 21.08X Cap: $680M
  • View TAN Profile
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• SunPower Corporation (SPWR)
  • Cap: $28M
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• Vivint Solar Inc. (VSLR $43.08)
  • $43.08 Cap: $5.40T
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Q: Hi, I’m interested in getting back into some solar stocks. Many have done well lately and I’ve read that there is lots of growth ahead still. I’m a growth investor with a +5-7 year time frame. What would be some of your top stocks in this sector and what are your some of your thoughts on investing in this industry? Thx!

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Read Answer Asked by Keith on November 27, 2019

• Luna Innovations Incorporated (LUNA $0.85)
  • $0.85 Cap: $28M
  • View LUNA Profile
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Q: Was wondering if I could get you thoughts on this small company, would this be a buy at these levels?

Ps, it doesn’t seem to be in the 5i directory (Luna innovations)

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Read Answer Asked by dan on November 27, 2019

• ACI Worldwide Inc. (ACIW $43.78)
  • $43.78 Fwd P/E: 17.57X Cap: $4.76B
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Q: Looking at adding ACIW to my TFSA - can you comment on its merits good or bad. Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on November 27, 2019