Investment Q&A

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
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• JPMorgan Chase & Co. (JPM $309.44)
  • $309.44 P/E (TTM): 15.66X Cap: $840.07B
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Q: I am currently holding a full position of JPM in my RRSP account. I'm considering selling it and buying a full position in GOOG for more growth potential over the next five plus years. Your thoughts please.
Thank you

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Read Answer Asked by Kevin on January 15, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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Q: I am now over 7% with SHOP, thinking of trimming back to 4% or so (not the first time I have trimmed back, thanks 5I!) and buying more ROKU to which I am currently at 2.5%. I am heavy in tech and a little low in communication as is although I am not too concerned with the sector balance at this point. I also do not mind holding to 8%

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Read Answer Asked by Scott on January 14, 2020

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.96X Cap: $239.38B
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• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
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• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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• Etsy Inc. (ETSY $61.93)
  • $61.93 P/E (TTM): 61.3X Cap: $6.46B
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• Teladoc Health Inc. (TDOC $8.74)
  • $8.74 Cap: $1.45B
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• Stitch Fix Inc. (SFIX $4.06)
  • $4.06 Cap: $565M
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• Insulet Corporation (PODD $311.95)
  • $311.95 P/E (TTM): 98.88X Cap: $22.25B
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Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!

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Read Answer Asked by Andrew on January 14, 2020

• EVI Industries Inc. (EVI $27.55)
  • $27.55 P/E (TTM): 57.06X Cap: $338M
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Q: I wonder if EVI is a buy now? It is close to 52 week low. Thanks very much.

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Read Answer Asked by Lai Kuen on January 14, 2020

• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
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Q: I’ve done fairly well on the stock so far thanks entirely to your recommendation so thank you for starters. What are your thoughts about when to take profits in a company like this? I made money in Shopify a few years ago and sold, only to see the stock continue to rise over the years. Is ttd a name you’d suggest sitting back with for now? I get anxious when I have a good profit and tend to sell the winners. It seems to me that TTD is a leader in a new and growing space (like shop was a few years ago). Thanks.

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Read Answer Asked by Jason on January 14, 2020

• Amgen Inc. (AMGN $292.00)
  • $292.00 P/E (TTM): 23.86X Cap: $157.07B
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• Biogen Inc. (BIIB $149.61)
  • $149.61 P/E (TTM): 14.27X Cap: $21.67B
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• Illumina Inc. (ILMN $99.01)
  • $99.01 P/E (TTM): 12.57X Cap: $14.60B
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• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• Medtronic plc. (MDT $90.97)
  • $90.97 P/E (TTM): 25.75X Cap: $117.66B
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Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks

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Read Answer Asked by Rudy on January 13, 2020

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Happy New Year 5i. Thanks for the great work. Can I please request your opinion on Slack and Pinnacle Renewable for new equity positions today.

Thank you.

G

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Read Answer Asked by Greg on January 13, 2020

• Pool Corporation (POOL $277.20)
  • $277.20 P/E (TTM): 26.42X Cap: $10.96B
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Q: Could I have your opinion on Pool Corp as a long term investment?

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Read Answer Asked by Curtis on January 13, 2020

• Aimmune Therapeutics Inc. (AIMT $34.49)
  • $34.49 Cap: $2.25B
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• DBV Technologies S.A. (DBVT $14.09)
  • $14.09 Cap: $514M
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Q: Holding both AIMT and DBVT. Appreciate you comments. Thanks

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Read Answer Asked by Kamal on January 13, 2020

• Five Below Inc. (FIVE $156.81)
  • $156.81 P/E (TTM): 32.46X Cap: $8.64B
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Q: Is today a buying opportunity for the long term? This company has a good ROE

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Read Answer Asked by Olivier on January 13, 2020

• Tesla Inc. (TSLA $440.10)
  • $440.10 P/E (TTM): 266.21X Cap: $1.53T
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Q: Do you recommend buying in on Tesla. What are the pro's and con's. At what price could you see Tesla stock ending in 2020.

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Read Answer Asked by John on January 13, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Would you be so kind as to add a bit to your Jan 3 response wrt to low valuation and balance sheet risk. Also I am unclear as to the make up of the new Maxar ex the MDA sale and the basis or potential for its revenue. Thanks

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Read Answer Asked by Mike on January 13, 2020

• Quanta Services Inc. (PWR $453.83)
  • $453.83 P/E (TTM): 68.04X Cap: $66.85B
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Q: Hi Guys,

Happy New Year ! Keep up the great work !
Can you please provided an updated opinion on Quanta Services (PWR). Thanks !

Dave

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Read Answer Asked by David on January 13, 2020

• Perion Network Ltd (PERI $9.19)
  • $9.19 Cap: $413M
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Q: Hi,
I would value your opinion on this company. Its growth trajectory would appear to be difficult to maintain, yet next year's projected revenues would imply it may be able to continue to grow fairly rapidly. I look forward to any comments you may wish to offer - and yes, I would assume it is risky.
thanks,
Dawn

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Read Answer Asked by Dawn on January 13, 2020

• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
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Q: Hello 5i, would you consider BRK.B:US a good place to park 50K (instead of a GIC) for 2-3 years?
It seem to be at a all-time high!

thanks
f

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Read Answer Asked by Fernando on January 12, 2020

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.82X Cap: $4T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
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Q: Do earnings estimates and projected rates of growth justify present prices on these stocks?? I have a nervous feeling that a small miss on earnings could trigger a significant correction. Your thoughts, please - Thanks Jim

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Read Answer Asked by jim on January 12, 2020

• H&R Block Inc. (HRB $50.72)
  • $50.72 P/E (TTM): 11.65X Cap: $6.80B
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• STORE Capital Corporation (STOR)
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Q: Hi Gang, I am looking into buying hrb . Would you consider it safe for it’s dividend and the company overall . And if you were to comparison with stor which one would you buy today? Thanks
Alnoor

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Read Answer Asked by Alnoor on January 12, 2020

• Public Storage (PSA $280.86)
  • $280.86 P/E (TTM): 32.47X Cap: $50.73B
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Q: I used to own SVI on the venture, was tired of holding it and as a result missed it’s recent rally. What do you think of PSA on the nyse for a first time purchase.

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Read Answer Asked by Anthony on January 10, 2020

• International Business Machines Corporation (IBM $310.06)
  • $310.06 P/E (TTM): 50.58X Cap: $288.09B
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Q: Please comment on IBM's latest quarter and your thoughts on the company. I currently hold it and was thinking I should sell and by MSFT or NVDA or FB - your thoughts?
Thanks!!

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Read Answer Asked by Sandy on January 10, 2020

• The AES Corporation (AES $14.02)
  • $14.02 P/E (TTM): 10.28X Cap: $10.23B
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Q: Good day your thoughts on AES:US

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Read Answer Asked by George on January 10, 2020