Investment Q&A

• State Street Utilities Select Sector SPDR ETF (XLU $43.00)
  • $43.00 P/E (TTM): 22.83X Cap: $21.19B
  • View XLU Profile
  • View Questions on XLU
• Vanguard Communication Services ETF (VOX $192.25)
  • $192.25 P/E (TTM): 19.73X Cap: $5.75B
  • View VOX Profile
  • View Questions on VOX

Q: I hold a 5.9% position in ZWU in a registered account. I have surplus US cash in a non-registered account to put to work and was thinking of XLU which yields approx 3.4%. I realize this distribution will be treated as income by CRA [I am retired - low tax bracket] but it seems better than letting the funds just sit. If you could offer other suggestions I'd appreciate them. Thanks.....

Upvote 0

Read Answer Asked by Ronald on June 03, 2020

• Salesforce Inc. (CRM $261.34)
  • $261.34 P/E (TTM): 37.87X Cap: $243.17B
  • View CRM Profile
  • View Questions on CRM

Q: The same mad money programme that featured PYPL Ceo also featured Sales force Ceo. I get the sense the Sales force is an unconvential innovative Company and again don't quite understand the Companies( Salesforce )strength future prospects

Upvote 0

Read Answer Asked by thambirajah on June 02, 2020

• Heico Corporation (HEI $312.90)
  • $312.90 P/E (TTM): 68.17X Cap: $43.79B
  • View HEI Profile
  • View Questions on HEI

Q: Good morning guys:
Would you guys buy this name ?

Upvote 0

Read Answer Asked by Mark on June 02, 2020

• International Business Machines Corporation (IBM $311.31)
  • $311.31 P/E (TTM): 36.75X Cap: $289B
  • View IBM Profile
  • View Questions on IBM

Q: Hi, Could I please get your thoughts on this company? As a long term holder, do you think right now is a good time to start a position? Thank you!

Upvote 0

Read Answer Asked by David on June 02, 2020

• Ventas Inc. (VTR $80.77)
  • $80.77 P/E (TTM): 155.02X Cap: $38.04B
  • View VTR Profile
  • View Questions on VTR

Q: What is your take on first quarter results.
What is your view going forward.
thank you

Upvote 0

Read Answer Asked by JACK on June 02, 2020

• Cemtrex Inc. (CETX $5.10)
  • $5.10 Cap: $1M
  • View CETX Profile
  • View Questions on CETX

Q: Hi,
Could you comment on CETX?
Thanks!

Upvote 0

Read Answer Asked by Yongwei on June 02, 2020

• Reaves Utility Income Fund of Beneficial Interest (UTG $37.28)
  • $37.28 P/E (TTM): 23.58X Cap: $2.97B
  • View UTG Profile
  • View Questions on UTG

Q: Hello your thoughts on UTG US

Upvote 0

Read Answer Asked by George on June 02, 2020

• Pfizer Inc. (PFE $25.63)
  • $25.63 P/E (TTM): 13.85X Cap: $146.52B
  • View PFE Profile
  • View Questions on PFE

Q: With the news today about Ibrance, what do you see for PFE going forward? How big is the bad news? Time to exit?

Upvote 0

Read Answer Asked on June 02, 2020

• NVIDIA Corporation (NVDA $184.75)
  • $184.75 P/E (TTM): 51.97X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA

Q: Ignoring considerations such as sector weights, is now a good time to start a position in NVDA, say as ~2% of a portfolio? Also, how do you see risk affected for NVDA in the current market?
Thanks.

Upvote 0

Read Answer Asked by Robert on June 02, 2020

• MobileIron Inc. (MOBL $7.04)
  • $7.04 Cap: $834M
  • View MOBL Profile
  • View Questions on MOBL

Q: Can I have your thoughts on MOBL? Thank-you.

Upvote 0

Read Answer Asked by Alex on June 02, 2020

• ViacomCBS (VIAC)
  • P/E (TTM): 7.0X
  • View VIAC Profile
  • View Questions on VIAC

Q: This seems like a great buy at the moment , pays a 4.4% dividend, ex dividend the 12th of June, how safe is the dividend? Sports hopefully will be back at one point, can they survive and prosper?

Jean

Upvote 0

Read Answer Asked by Jean on June 02, 2020

Q: Hello 5i,
Could I have you assessment of this US company please?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on June 02, 2020

• Apple Inc. (AAPL $277.76)
  • $277.76 P/E (TTM): 37.27X Cap: $4.10T
  • View AAPL Profile
  • View Questions on AAPL

Q: Hi 5i, With CHINA-US trade war scalating, what are the chances of apple-manufacturing returning back to the USA, and is it a good time to switch from apple to one of : TESLA, GOOGL
Thanks

Upvote 0

Read Answer Asked by Fernando on June 02, 2020

• Sylogist Ltd. (SYZ $5.59)
  • $5.59 Cap: $130M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Amazon.com Inc. (AMZN $228.08)
  • $228.08 P/E (TTM): 32.42X Cap: $2.42T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $314.99)
  • $314.99 P/E (TTM): 31.8X Cap: $3.87T
  • View GOOG Profile
  • View Questions on GOOG
• Starbucks Corporation (SBUX $82.49)
  • $82.49 P/E (TTM): 36.69X Cap: $94.84B
  • View SBUX Profile
  • View Questions on SBUX
• TJX Companies Inc. (The) (TJX $153.66)
  • $153.66 P/E (TTM): 34.92X Cap: $170.70B
  • View TJX Profile
  • View Questions on TJX
• Visa Inc. (V $326.68)
  • $326.68 P/E (TTM): 32.47X Cap: $629.40B
  • View V Profile
  • View Questions on V
• CAE Inc. (CAE $39.50)
  • $39.50 P/E (TTM): 27.81X Cap: $12.30B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Kinaxis Inc. (KXS $177.86)
  • $177.86 P/E (TTM): 103.96X Cap: $4.95B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.15)
  • $16.15 Cap: $2.17B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Boyd Group Services Inc. (BYD $232.33)
  • $232.33 P/E (TTM): 227.02X Cap: $6.48B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks

Upvote 0

Read Answer Asked by JOHN on June 02, 2020

• Broadcom Inc. (AVGO $403.21)
  • $403.21 P/E (TTM): 99.55X Cap: $1.89T
  • View AVGO Profile
  • View Questions on AVGO
• Intel Corporation (INTC $40.36)
  • $40.36 P/E (TTM): 4141.0X Cap: $176.39B
  • View INTC Profile
  • View Questions on INTC
• Microchip Technology Incorporated (MCHP $67.06)
  • $67.06 Cap: $34.37B
  • View MCHP Profile
  • View Questions on MCHP
• NVIDIA Corporation (NVDA $184.75)
  • $184.75 P/E (TTM): 51.97X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA

Q: hi there,

I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.

Upvote 0

Read Answer Asked by kelly on June 02, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi,
How is the balance sheet and cashflow of maxr Does it have some growth potential or is it considered as an income stock.
Thank you

Upvote 0

Read Answer Asked by Edward on June 02, 2020

• Edwards Lifesciences Corporation (EW $84.15)
  • $84.15 P/E (TTM): 37.15X Cap: $48.93B
  • View EW Profile
  • View Questions on EW

Q: The bottom fell out of this one. Your opinion, please, buy more, sell and hold on?

Upvote 0

Read Answer Asked by Ford on June 01, 2020

• Fulgent Genetics Inc. (FLGT $27.37)
  • $27.37 Cap: $861M
  • View FLGT Profile
  • View Questions on FLGT

Q: what are your thoughts on this company? motley fool has been recommending and leadership looks good. how is the valuation and future growth?

Upvote 0

Read Answer Asked by Daniel on June 01, 2020

• Zscaler Inc. (ZS $243.48)
  • $243.48 Cap: $39.05B
  • View ZS Profile
  • View Questions on ZS

Q: Hi 5i
After Zscaler earnings today and subsequent jump in share price, would you consider current price as reasonable entry point into the stock? How do you view the future for this company.
Thx

Upvote 0

Read Answer Asked by jim on June 01, 2020

• Appian Corporation (APPN $43.22)
  • $43.22 Cap: $3.17B
  • View APPN Profile
  • View Questions on APPN

Q: Hi 5i,

Could I get an updated opinion? It looks on the cusp of a new high.

TIA!

Upvote 0

Read Answer Asked by Wayne on June 01, 2020