Investment Q&A

• Medtronic plc. (MDT $86.19)
  • $86.19 P/E (TTM): 24.33X Cap: $109.96B
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• Veeva Systems Inc. Class A (VEEV $167.95)
  • $167.95 P/E (TTM): 30.75X Cap: $27.38B
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• DexCom Inc. (DXCM $63.98)
  • $63.98 P/E (TTM): 29.44X Cap: $23.62B
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• Guardant Health Inc. (GH $90.36)
  • $90.36 Cap: $11.24B
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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 $377.93)
  • $377.93 P/E (TTM): 38.29X Cap: $96.01B
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• Booking Holdings Inc. (BKNG $192.01)
  • $192.01 P/E (TTM): 1.12X Cap: $146.13B
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• Wynn Resorts Limited (WYNN $109.19)
  • $109.19 P/E (TTM): 34.03X Cap: $11.36B
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• Southwest Airlines Company (LUV $42.70)
  • $42.70 P/E (TTM): 50.24X Cap: $19.95B
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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 $487.11)
  • $487.11 P/E (TTM): 21.25X Cap: $17.57B
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• Trane Technologies plc (TT $476.11)
  • $476.11 P/E (TTM): 35.64X Cap: $101.87B
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 34.3X
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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 $999.89)
  • $999.89 P/E (TTM): 68.43X Cap: $443.60B
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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 $999.89)
  • $999.89 P/E (TTM): 68.43X Cap: $443.60B
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• Walmart Inc. (WMT $127.50)
  • $127.50 Cap: $995.11B
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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 $469.21)
  • $469.21 P/E (TTM): 59.51X Cap: $162.67B
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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 $250.56)
  • $250.56 P/E (TTM): 34.66X Cap: $2.69T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $141.01)
  • $141.01 P/E (TTM): 16.98X Cap: $320.04B
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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 $208.38)
  • $208.38 P/E (TTM): 88.31X Cap: $369.65B
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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 $270.23)
  • $270.23 P/E (TTM): 33.73X Cap: $3.86T
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• Adobe Inc. (ADBE $244.45)
  • $244.45 P/E (TTM): 14.26X Cap: $100.30B
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• Amazon.com Inc. (AMZN $250.56)
  • $250.56 P/E (TTM): 34.66X Cap: $2.69T
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• Alphabet Inc. (GOOG $339.40)
  • $339.40 P/E (TTM): 30.94X Cap: $4.06T
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• Netflix Inc. (NFLX $97.31)
  • $97.31 P/E (TTM): 42.59X Cap: $409.75B
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• Salesforce Inc. (CRM $182.14)
  • $182.14 P/E (TTM): 22.77X Cap: $167.26B
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• Constellation Software Inc. (CSU $2,626.45)
  • $2,626.45 P/E (TTM): 78.54X Cap: $55.76B
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• Kinaxis Inc. (KXS $147.02)
  • $147.02 P/E (TTM): 42.96X Cap: $4.05B
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• Atlassian Corporation (TEAM $66.94)
  • $66.94 Cap: $17.65B
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• Veeva Systems Inc. Class A (VEEV $167.95)
  • $167.95 P/E (TTM): 30.75X Cap: $27.38B
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• Real Matters Inc. (REAL $5.95)
  • $5.95 Cap: $426M
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• Roku Inc. (ROKU $116.19)
  • $116.19 P/E (TTM): 195.23X Cap: $16.49B
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• DocuSign Inc. (DOCU $45.74)
  • $45.74 P/E (TTM): 32.76X Cap: $8.95B
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• Alteryx Inc. Class A (AYX)
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• Invesco NASDAQ 100 Index ETF (QQC.F $205.20)
  • $205.20 P/E (TTM): 32.84X Cap: $1.33B
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• Fastly Inc. (FSLY $24.56)
  • $24.56 Cap: $3.72B
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• CrowdStrike Holdings Inc. (CRWD $423.95)
  • $423.95 Cap: $106.06B
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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 $208.38)
  • $208.38 P/E (TTM): 88.31X Cap: $369.65B
  • View ABBV Profile
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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 $96.81)
  • $96.81 P/E (TTM): 27.3X Cap: $166.27B
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• Quest Diagnostics Incorporated (DGX $195.02)
  • $195.02 P/E (TTM): 21.88X Cap: $21.58B
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• United Airlines Holdings Inc. (UAL $101.80)
  • $101.80 P/E (TTM): 9.24X Cap: $30.85B
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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 $250.56)
  • $250.56 P/E (TTM): 34.66X Cap: $2.69T
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• Walmart Inc. (WMT $127.50)
  • $127.50 Cap: $995.11B
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• Roku Inc. (ROKU $116.19)
  • $116.19 P/E (TTM): 195.23X Cap: $16.49B
  • View ROKU Profile
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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 $86.25)
  • $86.25 P/E (TTM): 29.63X Cap: $340.67B
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• QUALCOMM Incorporated (QCOM $136.20)
  • $136.20 P/E (TTM): 26.82X Cap: $143.47B
  • View QCOM Profile
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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 $128.93)
  • $128.93 P/E (TTM): 34.5X Cap: $15.14B
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• RTX Corporation (RTX $196.42)
  • $196.42 P/E (TTM): 40.0X Cap: $263.60B
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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
  • View BIG Profile
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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 $36.67)
  • $36.67 P/E (TTM): 13.95X Cap: $80.69B
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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 $128.93)
  • $128.93 P/E (TTM): 34.5X Cap: $15.14B
  • View J Profile
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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
  • View KCAC Profile
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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 $265.84)
  • $265.84 P/E (TTM): 26.35X Cap: $31.17B
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• Uber Technologies Inc. (UBER $77.12)
  • $77.12 P/E (TTM): 16.34X Cap: $156.24B
  • View UBER Profile
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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