Investment Q&A

• Delta Air Lines Inc. (DAL $71.27)
  • $71.27 P/E (TTM): 9.84X Cap: $46.53B
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• Southwest Airlines Company (LUV $41.72)
  • $41.72 P/E (TTM): 59.67X Cap: $21.57B
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• Air Canada Voting and Variable Voting Shares (AC $18.49)
  • $18.49 Cap: $5.47B
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Q: What would be your top recommendation in the airline sector, US or CAN. Thank you

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Read Answer Asked by Albert on January 15, 2020

• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.74X Cap: $172.03B
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Q: Since reaching it’s December 2019 52 week high Verizon has fallen approximately 5%. I can find no news as to why this decrease has occurred. Would you know why? Thanks … Cal

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Read Answer Asked by cal on January 15, 2020

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.56)
  • $17.56 P/E (TTM): 34.11X Cap: $8.01B
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Q: Greetings and Happy New Year,

What are your thoughts on QYLD? The yield is nice but has it underperformed its benchmark overall?

Cheers!

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Read Answer Asked by Duane on January 15, 2020

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Please provide some information if you can on this non-Canada Company ENDO. I bought a thousand shares last fall real cheap, sold half in December to lock in a nice profit. Rebought the half shares. It has gone up nicely again. Does it have the legs to go to $10? Thank you Gord

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Read Answer Asked by gord on January 15, 2020

• Alphabet Inc. (GOOG $309.32)
  • $309.32 P/E (TTM): 30.65X Cap: $3.71T
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• JPMorgan Chase & Co. (JPM $320.02)
  • $320.02 P/E (TTM): 15.77X Cap: $871.17B
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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 $220.22)
  • $220.22 P/E (TTM): 144.0X Cap: $286.56B
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• Roku Inc. (ROKU $109.03)
  • $109.03 Cap: $16.10B
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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 $559.52)
  • $559.52 P/E (TTM): 71.64X Cap: $198.34B
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• Salesforce Inc. (CRM $254.58)
  • $254.58 P/E (TTM): 38.11X Cap: $238.54B
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• The Trade Desk Inc. (TTD $36.19)
  • $36.19 P/E (TTM): 42.13X Cap: $17.50B
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• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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• Etsy Inc. (ETSY $53.13)
  • $53.13 P/E (TTM): 38.47X Cap: $5.24B
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• Teladoc Health Inc. (TDOC $7.34)
  • $7.34 Cap: $1.30B
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• Stitch Fix Inc. (SFIX $5.41)
  • $5.41 Cap: $726M
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• Insulet Corporation (PODD $291.51)
  • $291.51 P/E (TTM): 85.96X Cap: $20.80B
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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 $22.61)
  • $22.61 P/E (TTM): 58.62X Cap: $268M
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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 $36.19)
  • $36.19 P/E (TTM): 42.13X Cap: $17.50B
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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 $325.31)
  • $325.31 P/E (TTM): 24.54X Cap: $175.17B
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• Biogen Inc. (BIIB $175.74)
  • $175.74 P/E (TTM): 15.89X Cap: $25.78B
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• Illumina Inc. (ILMN $134.92)
  • $134.92 P/E (TTM): 31.08X Cap: $20.61B
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• Intuitive Surgical Inc. (ISRG $559.52)
  • $559.52 P/E (TTM): 71.64X Cap: $198.34B
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• Medtronic plc. (MDT $98.57)
  • $98.57 P/E (TTM): 27.59X Cap: $126.36B
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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
  • View WORK Profile
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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 $238.34)
  • $238.34 P/E (TTM): 21.86X Cap: $8.94B
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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 $18.29)
  • $18.29 Cap: $676M
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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 $181.66)
  • $181.66 P/E (TTM): 32.87X Cap: $10.01B
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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 $475.31)
  • $475.31 P/E (TTM): 305.97X Cap: $1.58T
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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 $435.87)
  • $435.87 P/E (TTM): 64.91X Cap: $64.99B
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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 $9.80)
  • $9.80 Cap: $453M
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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 $506.38)
  • $506.38 P/E (TTM): 17.12X Cap: $1.09T
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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 $274.11)
  • $274.11 P/E (TTM): 37.3X Cap: $4.05T
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• Microsoft Corporation (MSFT $474.82)
  • $474.82 P/E (TTM): 34.03X Cap: $3.52T
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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