Investment Q&A

• Valero Energy Corporation (VLO $174.47)
  • $174.47 P/E (TTM): 35.6X Cap: $53.21B
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Q: I know you don't follow US companies that closely but what are your thoughts on this one ? I'm an RBC client and they have an outperform rating on it and a target of $102.00 USD. I recently purchased it around $80.00 USD only to see it drop to $64.00. Thoughts on a recovery ?

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Read Answer Asked by Randy on March 04, 2020

• Inovio Pharmaceuticals Inc. (INO $1.96)
  • $1.96 Cap: $105M
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Q: i would be interested in your thoughts on this company. It had a big up Tuesday. Can it keep going?

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Read Answer Asked by Danny-boy on March 04, 2020

• Okta Inc. (OKTA $80.56)
  • $80.56 P/E (TTM): 93.29X Cap: $14.20B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: How would you assess both companies and which one would have further growths prospect?
Thank you, Team!

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Read Answer Asked by Sigrid on March 04, 2020

• Charles Schwab Corporation (The) (SCHW $91.80)
  • $91.80 P/E (TTM): 21.25X Cap: $163.12B
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Q: Please comment on the recent decline in the share price of Charles Schwab. Thank-you.

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Read Answer Asked by Stephen on March 04, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Could I please have your take on the latest results from Maxr? Thx

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Read Answer Asked by blake on March 03, 2020

• Medtronic plc. (MDT $105.02)
  • $105.02 P/E (TTM): 29.1X Cap: $134.63B
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• Pfizer Inc. (PFE $25.71)
  • $25.71 P/E (TTM): 13.68X Cap: $146.17B
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Q: Hoping this week will provide some good buying opportunities. Could you give some recommendations for a healthcare company, Canada or U.S., that pays a dividend. Preferably something with dividend growth.

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Read Answer Asked by justin on March 03, 2020

• Apple Inc. (AAPL $277.55)
  • $277.55 P/E (TTM): 37.03X Cap: $4.10T
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• Adobe Inc. (ADBE $317.52)
  • $317.52 P/E (TTM): 20.5X Cap: $132.91B
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• Costco Wholesale Corporation (COST $908.26)
  • $908.26 P/E (TTM): 64.2X Cap: $402.52B
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• Microsoft Corporation (MSFT $485.50)
  • $485.50 P/E (TTM): 33.93X Cap: $3.60T
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• Visa Inc. (V $333.79)
  • $333.79 P/E (TTM): 32.8X Cap: $642.78B
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• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $38.94B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks

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Read Answer Asked by Gary on March 03, 2020

• PPL Corporation (PPL $36.71)
  • $36.71 P/E (TTM): 24.6X Cap: $27.15B
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• Williams Companies Inc. (The) (WMB $60.22)
  • $60.22 P/E (TTM): 29.98X Cap: $73.54B
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Q: Could you please comment on these two. Is their dividend safe?
Would you buy them?

Thanks,
Milan

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Read Answer Asked by Milan on March 03, 2020

• VEON Ltd. (VEON $53.21)
  • $53.21 P/E (TTM): 9.28X Cap: $3.93B
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Q: thoughts on this as income investment thanks

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Read Answer Asked by cliff on March 03, 2020

• Apple Inc. (AAPL $277.55)
  • $277.55 P/E (TTM): 37.03X Cap: $4.10T
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• Costco Wholesale Corporation (COST $908.26)
  • $908.26 P/E (TTM): 64.2X Cap: $402.52B
  • View COST Profile
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• Starbucks Corporation (SBUX $86.70)
  • $86.70 P/E (TTM): 37.03X Cap: $98.58B
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• Raytheon Company (RTN $116.96)
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• Walmart Inc. (WMT $109.10)
  • $109.10 P/E (TTM): 40.23X Cap: $869.83B
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• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $38.94B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.

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Read Answer Asked by Joel on March 03, 2020

• Booking Holdings Inc. (BKNG $4,911.85)
  • $4,911.85 P/E (TTM): 31.96X Cap: $158.32B
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Q: What do you think about BKNG after the recent pullback due to expected decrease in travel bookings? Is this a good opportunity to buy this growth company? Thx

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Read Answer Asked by Adam on March 03, 2020

• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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Q: of all the chip stocks am i to assume your favorite is nivida.
dave

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Read Answer Asked by david on March 03, 2020

• Microsoft Corporation (MSFT $485.50)
  • $485.50 P/E (TTM): 33.93X Cap: $3.60T
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• The Walt Disney Company (DIS $103.43)
  • $103.43 P/E (TTM): 15.08X Cap: $184.65B
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• TMX Group Limited (X $51.24)
  • $51.24 P/E (TTM): 31.29X Cap: $14.31B
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• Match Group Inc. (MTCH $33.22)
  • $33.22 P/E (TTM): 15.6X Cap: $7.84B
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• Uber Technologies Inc. (UBER $85.66)
  • $85.66 P/E (TTM): 14.26X Cap: $177.98B
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Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks

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Read Answer Asked by dan on March 02, 2020

• Invesco S&P 500 Equal Weight ETF (RSP $190.50)
  • $190.50 P/E (TTM): 22.16X Cap: $73.50B
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Q: You don't hear often about this one, but it was a solid performer over the years. Equal weigh and reballancing appeal to me .
Any comment'd be appreciated.

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Read Answer Asked by jery on March 02, 2020

• 10x Genomics Inc. (TXG $18.75)
  • $18.75 Cap: $2.37B
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Q: This is an emerging life science technology company, that develops and sells instruments, consumables, and software for analyzing biological systems. The story seems to be quite positive. Do you have any insights into this?

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Read Answer Asked by Ben on March 02, 2020

• Starbucks Corporation (SBUX $86.70)
  • $86.70 P/E (TTM): 37.03X Cap: $98.58B
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Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord

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Read Answer Asked by Gordon on March 02, 2020

• Harmony Gold Mining Company Limited (HMY $19.30)
  • $19.30 P/E (TTM): 13.61X Cap: $10.55B
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Q: Peter and His Wonder Team
HMY has crashed today along with the whole gold sector. I wonder why. I thought gold was a safe haven. Your thoughts please. Thank you

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Read Answer Asked by Ernest on March 02, 2020

• Vanguard Dividend Appreciation FTF (VIG $221.60)
  • $221.60 P/E (TTM): 24.09X Cap: $100.76B
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Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!

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Read Answer Asked by Pat on March 02, 2020

Q: Thoughts on the ETF REM? I know you are focused on Canada, but would I lose withholding taxes on dividends since this is the US? Likely would be held in RRSP.

thank you.

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Read Answer Asked by Marilou on March 02, 2020

• Advanced Micro Devices Inc. (AMD $214.24)
  • $214.24 P/E (TTM): 102.45X Cap: $348.79B
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• Apollo Global Management Inc. (APO $130.27)
  • $130.27 P/E (TTM): 19.04X Cap: $75.61B
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Q: I am thinking to buy these. What is your opinion?

Thanks,
Milan

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Read Answer Asked by Milan on March 02, 2020