Investment Q&A

• Enterprise Products Partners L.P. (EPD $31.62)
  • $31.62 P/E (TTM): 12.17X Cap: $68.68B
  • View EPD Profile
  • View Questions on EPD

Q: I hold Enterprise Product Partners in my RRSP account. I own this because the US seems less risky to pipelines in general. They announced further expansion with added capacity into 2021 and 2022. I know you don't cover US stocks but wonder if you could comment on debt levels, dividend coverage, etc.

Thanks for the fine service you provide

Upvote 0

Read Answer Asked by Rudy on October 08, 2019

• Suburban Propane Partners L.P. (SPH $18.60)
  • $18.60 P/E (TTM): 13.14X Cap: $1.24B
  • View SPH Profile
  • View Questions on SPH

Q: Would appreciate an analysis of SPH in regards to dividend safety, growth expectations and any upcoming tail or headwinds. Buy,sell or hold and do you see any resemblance to Superior Plus.
Thx Gary

Upvote 0

Read Answer Asked by Gary on October 08, 2019

• Antero Midstream Corporation (AM $17.90)
  • $17.90 P/E (TTM): 18.53X Cap: $8.48B
  • View AM Profile
  • View Questions on AM

Q: Am very curious about Antero. It will be removed from the CIBC Atlas MLP index this friday and was looking for your analysis of these guys as a short term bottom feeder with its juicy dividend. Much appreciated for your expert advice.
Thx Gary

Upvote 0

Read Answer Asked by Gary on October 08, 2019

• Signet Jewelers Limited (SIG $93.84)
  • $93.84 P/E (TTM): 34.02X Cap: $4.22B
  • View SIG Profile
  • View Questions on SIG

Q: Have been watching signet for a few months now and it looks like it has good momentum and fundamentals. Am thinking of taking profit in Blackstone and redeploying the cash for dividends and growth. What is your assessment of SIG and would appreciate a few more names to replace BX.
Thanks as always Gary

Upvote 0

Read Answer Asked by Gary on October 08, 2019

• ARK Innovation ETF (ARKK $75.52)
  • $75.52 P/E (TTM): 39.89X Cap: $8.23B
  • View ARKK Profile
  • View Questions on ARKK

Q: Can I please have your opinion on Ark Innovators ETF. It has come off some from its highest level this year. Do you still see potential in starting a position with a long term view.? Would the shift from growth to value will continue putting pressure on this ETF?
Would investing in a value ETF be a better approach in this market?

Upvote 0

Read Answer Asked by Marcela on October 08, 2019

• Diageo plc (DEO $91.31)
  • $91.31 P/E (TTM): 22.25X Cap: $52.07B
  • View DEO Profile
  • View Questions on DEO

Q: Looking for a US dividend payer I see no questions on this stock could you give us your opinion.

Upvote 0

Read Answer Asked by dennis on October 08, 2019

• General Dynamics Corporation (GD $342.55)
  • $342.55 P/E (TTM): 22.32X Cap: $92.32B
  • View GD Profile
  • View Questions on GD

Q: Good day your thoughts on GD

Upvote 0

Read Answer Asked by George on October 08, 2019

Q: Thoughts on PFPT?

Upvote 0

Read Answer Asked by Colin I on October 07, 2019

• Constellation Software Inc. (CSU $3,221.49)
  • $3,221.49 P/E (TTM): 75.91X Cap: $68.77B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CGI Inc. (GIB $85.71)
  • $85.71 P/E (TTM): 16.57X Cap: $18.92B
  • View GIB Profile
  • View Questions on GIB

Q: Our IT portfolio target is 15%, of which V and GIB account for 8% and MSFT and CSU for 3%. As for the balance, willing to accept more volatility. Themes I am interested in include digital currency [PYPL?], e-commerce [LSPD?], and security/ cloud [ OKTA?] or any other names you prefer. Thx

Upvote 0

Read Answer Asked by sam on October 07, 2019

• Constellation Brands Inc. (STZ $130.08)
  • $130.08 P/E (TTM): 18.69X Cap: $22.91B
  • View STZ Profile
  • View Questions on STZ

Q: We have held STZ for some time, thinking that with the legalization of cannabis, this would be an attractive stock to hold. However, we have been very disappointed with the results. What action would be recommend at this point?

Upvote 0

Read Answer Asked by Joanne on October 07, 2019

• Teladoc Health Inc. (TDOC $6.88)
  • $6.88 Cap: $1.19B
  • View TDOC Profile
  • View Questions on TDOC

Q: Latest thoughts on TDOC?

Upvote 0

Read Answer Asked by Colin I on October 07, 2019

• Medical Properties Trust Inc. (MPW $5.12)
  • $5.12 Cap: $3.09B
  • View MPW Profile
  • View Questions on MPW

Q: Member Sam's mention of Medical Properties Trust this morning caught my eye. I've been looking for a replacement for Dream Global Reit, with some international exposure, and had been considering NWH.UN. But MPW looks interesting too! Would you prefer one over the other, or neither? This is for a non-registered account.

Upvote 0

Read Answer Asked by chris on October 07, 2019

• Zoetis Inc. Class A (ZTS $118.31)
  • $118.31 P/E (TTM): 20.34X Cap: $52.35B
  • View ZTS Profile
  • View Questions on ZTS

Q: Hi
Would you be a buyer of Zoetis (ZTS) today?

Upvote 0

Read Answer Asked by Lois on October 07, 2019

• Lennox International Inc. (LII $458.99)
  • $458.99 P/E (TTM): 19.9X Cap: $16.75B
  • View LII Profile
  • View Questions on LII

Q: I just replaced a furnace fully aware that I was probably paying more for the name “Lennox” . Carrier is part of a conglomerate, but Lennox seems to be its own name... I see that it typically advances in Q4 ... nobody talks about it / would this be a decent company to invest in ?

Upvote 0

Read Answer Asked by Thomas on October 07, 2019

• BMO Low Volatility US Equity ETF (ZLU $58.65)
  • $58.65 P/E (TTM): 21.33X Cap: $2.20B
  • View ZLU Profile
  • View Questions on ZLU
• Vanguard S&P 500 Index ETF (VFV $165.01)
  • $165.01 P/E (TTM): 27.07X Cap: $27.18B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Total Market Index ETF (VUN $123.58)
  • $123.58 P/E (TTM): 26.28X Cap: $14B
  • View VUN Profile
  • View Questions on VUN

Q: Hi Peter & 5i team, is there any overlap in these ETF's, if so any alternatives that you could suggest.
Thanks kindly,
Ivan

Upvote 0

Read Answer Asked by Ivan on October 07, 2019

• Amazon.com Inc. (AMZN $223.98)
  • $223.98 P/E (TTM): 33.15X Cap: $2.48T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $286.45)
  • $286.45 P/E (TTM): 27.34X Cap: $3.43T
  • View GOOG Profile
  • View Questions on GOOG

Q: Google is trading close to January 2018 levels. Amazon is above March 2018 values but not dramatically. How much better are these companies then 20 and 17 months ago respectively on key metrics?
Are they as good a bet as you are going to get to beat the S&P 500 over the next 5 to 10 years? (I know a lot can happen over that time frame, but that is the same with every company)

Upvote 0

Read Answer Asked by Steve on October 07, 2019

• JPMorgan Chase & Co. (JPM $301.64)
  • $301.64 P/E (TTM): 15.03X Cap: $817.68B
  • View JPM Profile
  • View Questions on JPM
• Wells Fargo & Company (WFC $84.57)
  • $84.57 P/E (TTM): 14.01X Cap: $261.86B
  • View WFC Profile
  • View Questions on WFC

Q: good time to buy ?

Upvote 0

Read Answer Asked by J. Ernie on October 07, 2019

• Mastercard Incorporated (MA $526.81)
  • $526.81 P/E (TTM): 34.89X Cap: $482.08B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $320.10)
  • $320.10 P/E (TTM): 32.35X Cap: $627.30B
  • View V Profile
  • View Questions on V

Q: Visa vs. Mastercard for a new investment?

Upvote 0

Read Answer Asked by Kim on October 07, 2019

• Costco Wholesale Corporation (COST $903.86)
  • $903.86 P/E (TTM): 66.26X Cap: $404.44B
  • View COST Profile
  • View Questions on COST

Q: Can I please have your opinion and thoughts on Costco's recently announced earnings and is it a good stock to continue holding? Thank You.

Upvote 0

Read Answer Asked by Brian on October 04, 2019

• FedEx Corporation (FDX $263.12)
  • $263.12 P/E (TTM): 15.68X Cap: $62.46B
  • View FDX Profile
  • View Questions on FDX

Q: I own FDX in my TFSA and am under water. What is your recommendation? Hold it. Sell at a loss? If I did sell it what would be a better alternative and that would allow me to make up my loss?

Thanks

Upvote 0

Read Answer Asked by Donna on October 04, 2019