Investment Q&A

• Pfizer Inc. (PFE $26.92)
  • $26.92 P/E (TTM): 20.82X Cap: $158.30B
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• Verizon Communications Inc. (VZ $49.03)
  • $49.03 P/E (TTM): 12.17X Cap: $207.29B
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• goeasy Ltd. (GSY $33.54)
  • $33.54 P/E (TTM): 2.54X Cap: $563M
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• CGI Inc. (GIB $72.31)
  • $72.31 P/E (TTM): 13.81X Cap: $15.76B
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• RTX Corporation (RTX $197.29)
  • $197.29 P/E (TTM): 39.56X Cap: $267.05B
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Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

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Read Answer Asked by Ray on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG)
  • P/E (TTM): 17.05X Cap: $8.92B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $9.40)
  • $9.40 P/E (TTM): 29.0X Cap: $986M
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Q: good for income at this level ????. risks ??????

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Read Answer Asked by JOSEPH on July 07, 2020

• Akamai Technologies Inc. (AKAM $113.12)
  • $113.12 P/E (TTM): 38.44X Cap: $16.65B
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• Twilio Inc. Class A (TWLO $133.70)
  • $133.70 P/E (TTM): 654.75X Cap: $19.92B
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• Fastly Inc. (FSLY $31.56)
  • $31.56 Cap: $4.78B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020

• Nexstar Media Group Inc. (NXST $190.05)
  • $190.05 P/E (TTM): 61.35X Cap: $5.43B
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Q: Hi
I sent a question on July 1st but have not received an answer. I was wondering what your thoughts are on this company? Would you buy it in to-day's environment?
Also, do you know of a service for US stock similar to your Canadian service?
Thank you
Steve

Upvote 1

Read Answer Asked by Steve on July 07, 2020

• Dropbox Inc (DBX $23.88)
  • $23.88 P/E (TTM): 12.58X Cap: $5.66B
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Q: Can I have your view on this company? Your last comment on Drop Box appears to have been only in 2018. Thanks in advance.

Upvote 0

Read Answer Asked by ANTONY on July 07, 2020

• Dun & Bradstreet Holdings Inc. (DNB $9.15)
  • $9.15 Cap: $4.08B
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Q: Hi 5i,
I would like your opinion Concerning the recent IPO of DNB. Is this a company you would consider for a new investment. Why/why not?
I see most recently that DNB had been taken private last year in 2019 and now has gone public again. Is this an action that raises a warning flag of some type.
Thx

Upvote 1

Read Answer Asked by jim on July 07, 2020

• Miscellaneous (MISC)
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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

Upvote 0

Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $54.64)
  • $54.64 P/E (TTM): 21.23X Cap: $8.41B
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• GLOBAL X FDS (SNSR $37.34)
  • $37.34 P/E (TTM): 34.44X Cap: $187M
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• STMicroelectronics N.V. (STM $35.34)
  • $35.34 P/E (TTM): 20.67X Cap: $31.49B
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $161.10)
  • $161.10 P/E (TTM): 130.1X Cap: $215.66B
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• Etsy Inc. (ETSY $54.40)
  • $54.40 P/E (TTM): 37.15X Cap: $5.23B
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Q: Hi 5I, how would you compare Etsy and Shopify as to product, valuation (cheap or expensive), balance sheet, management, growth etc. Thanks
Mike

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Read Answer Asked by Michael on July 07, 2020

• Dominion Energy Inc. (D $62.96)
  • $62.96 P/E (TTM): 18.19X Cap: $54.68B
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Q: Can you explain why this was down so much even after Warren Buffet made a sizeable investment? Is this because Buffet got a good deal? Why would the company do a move like this?

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Read Answer Asked by Mike on July 07, 2020

• Intercept Pharmaceuticals Inc. (ICPT)
  • Cap: $794M
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Q: Analyst have down graded ICPT and fallen 50% or so. Could not find reason for down grade. Is it worth holding or is it a sell
Thankx
Thomas

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Read Answer Asked by Thomas on July 07, 2020

• Curtiss-Wright Corporation (CW $702.98)
  • $702.98 P/E (TTM): 53.99X Cap: $25.72B
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Q: Hi 5i Team,

Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.

I appreciate that you don’t follow them but looking for an alternative to RTX and the like.

Derek

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Read Answer Asked by Derek on July 07, 2020

• Old Dominion Freight Line Inc. (ODFL $199.94)
  • $199.94 P/E (TTM): 40.91X Cap: $41.60B
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Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...

Upvote 0

Read Answer Asked by El-ann on July 07, 2020

• CryoPort Inc. (CYRX $9.21)
  • $9.21 P/E (TTM): 3.35X Cap: $459M
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Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian

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Read Answer Asked by Ian on July 07, 2020

• NantHealth Inc. (NH)
  • Cap: $10M
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Q: Can you please give me your opinion of this stock?

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Read Answer Asked by Elaine or Gerry on July 07, 2020

• Illumina Inc. (ILMN $126.46)
  • $126.46 P/E (TTM): 23.29X Cap: $19.53B
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• Regeneron Pharmaceuticals Inc. (REGN $752.91)
  • $752.91 P/E (TTM): 18.37X Cap: $80.66B
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• AbbVie Inc. (ABBV $203.65)
  • $203.65 P/E (TTM): 88.49X Cap: $365.58B
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• iShares Global Healthcare ETF (IXJ $93.32)
  • $93.32 P/E (TTM): 26.33X Cap: $3.62B
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• State Street Health Care Select Sector SPDR ETF (XLV $146.18)
  • $146.18 P/E (TTM): 23.97X Cap: $38.55B
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• iShares Biotechnology ETF (IBB $166.91)
  • $166.91 P/E (TTM): 20.63X Cap: $8.14B
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• iShares U.S. Medical Devices ETF (IHI $53.11)
  • $53.11 P/E (TTM): 29.95X Cap: $3.18B
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• Guardant Health Inc. (GH $90.12)
  • $90.12 Cap: $11.76B
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Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.

Thank you for the great service you provide

Sean

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Read Answer Asked by Sean on July 06, 2020

• Tesla Inc. (TSLA $340.53)
  • $340.53 P/E (TTM): 333.88X Cap: $1.32T
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Q: Wow! I did a search for questions for TSLA...not a single question?
So here goes...your thoughts on Tesla please.
Thanks.
T

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Read Answer Asked by Tracey on July 06, 2020

• Harmony Gold Mining Company Limited (HMY $15.53)
  • $15.53 P/E (TTM): 11.67X Cap: $10.21B
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• Gold Resource Corporation (GORO $1.21)
  • $1.21 Cap: $200M
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Q: Peter and His Wonder Team
If you had to choose one gold company to hold for the long term which would it be. HMY has just hit a new high and appears to have momentum and good leverage if gold goes higher. On the other hand GORO has less geopolitical risk, appears to be well managed but seems very range bound with resistance to follow the sector. Is this more of a short term problem for them. I am in a quandary. Your thoughts please! Thanks!

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Read Answer Asked by Ernest on July 06, 2020

• Microsoft Corporation (MSFT $369.73)
  • $369.73 P/E (TTM): 23.36X Cap: $2.76T
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• iShares Russell 2000 Growth ETF (IWO $318.26)
  • $318.26 P/E (TTM): 22.36X Cap: $12.41B
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020