Investment Q&A

• Appian Corporation (APPN $41.79)
  • $41.79 Cap: $3.06B
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Q: Looking good on this down market ? Opinion ?
Thanks !

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Read Answer Asked by Martin on August 15, 2019

• DBA Sempra (SRE $91.86)
  • $91.86 P/E (TTM): 28.22X Cap: $60.17B
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Q: Good day everyone may I have your thoughts on Sempra Energy
Thanks

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Read Answer Asked by George on August 14, 2019

• Pfizer Inc. (PFE $25.16)
  • $25.16 P/E (TTM): 13.33X Cap: $142.59B
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Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks

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Read Answer Asked by JOHN on August 14, 2019

• Corning Incorporated (GLW $80.69)
  • $80.69 P/E (TTM): 51.94X Cap: $69.49B
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• Viavi Solutions Inc. (VIAV $16.57)
  • $16.57 P/E (TTM): 281.5X Cap: $3.72B
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Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

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Read Answer Asked by jim on August 14, 2019

• Invesco Ltd (IVZ $22.47)
  • $22.47 P/E (TTM): 25.29X Cap: $9.98B
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Q: What do u think of this company for a 1-2 year hold ,specifically management,dividend safety,and any growth possibilities thanks

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Read Answer Asked by Greg on August 14, 2019

• Lyft Inc. (LYFT $21.40)
  • $21.40 P/E (TTM): 60.89X Cap: $8.61B
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• Uber Technologies Inc. (UBER $91.65)
  • $91.65 P/E (TTM): 15.61X Cap: $191.38B
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Q: Thoughts on this company longer term and also its rival Lyft

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Read Answer Asked by Aleem on August 14, 2019

• NextEra Energy Inc. (NEE $86.38)
  • $86.38 P/E (TTM): 26.71X Cap: $178.58B
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Q: Hello Can I get your analysis on NextEra. It seems to be comparable to Bep.un which I hold, but bigger. I am looking at this for a long term investment. If you think this is a worthwhile investment, would there be a particular time of year to buy or just jump in and slowly accumulate to 5% weighting? Thanks

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Read Answer Asked by pietro on August 14, 2019

• Guardant Health Inc. (GH $95.89)
  • $95.89 Cap: $12.16B
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Q: I recently started a small position in guardant, in the past week or so, share price has dropped, should I increase my position,? Also, do you really like company for longer term growth, current weighting in my portfolio is 1%.

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Read Answer Asked by John on August 13, 2019

• BlackRock Inc. (BLK $1,021.84)
  • $1,021.84 P/E (TTM): 27.2X Cap: $158.84B
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• Centerra Gold Inc. (CG $16.78)
  • $16.78 P/E (TTM): 7.44X Cap: $3.34B
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Q: Your current favourite from a valuation and growth perspective

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Read Answer Asked by Kim on August 13, 2019

• Starbucks Corporation (SBUX $82.68)
  • $82.68 P/E (TTM): 36.54X Cap: $95.16B
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• McDonald's Corporation (MCD $305.88)
  • $305.88 P/E (TTM): 26.2X Cap: $217.13B
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Q: Can you comment on the current investment choice from a growth and valuation perspective between Starbucks and Macdonalds?Kim

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Read Answer Asked by Kim on August 13, 2019

• The Trade Desk Inc. (TTD $40.42)
  • $40.42 P/E (TTM): 48.2X Cap: $19.44B
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Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

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Read Answer Asked by Scott on August 13, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
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• Sunworks Inc. (SUNW)
  • Cap: $5M
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Q: Please comment on whether two companies are good investments. I see Carl Icahn is showing interest in CLDR. What does this mean for the company?

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Read Answer Asked by Imtiaz on August 13, 2019

• Guardant Health Inc. (GH $95.89)
  • $95.89 Cap: $12.16B
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Q: GH price has had a rough week, any particular reason, and do you still like this company on a long term basis for growth, I have a small position and wondering if I should move on, or stick it out.

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Read Answer Asked by John on August 13, 2019

• American International Group Inc. (AIG $76.86)
  • $76.86 P/E (TTM): 13.93X Cap: $41.25B
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• CVS Health Corporation (CVS $77.95)
  • $77.95 P/E (TTM): 204.76X Cap: $99.53B
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Q: Hello
Could you comment on CVS and AIG following recent earnings?
Regarding Amazons possible entry into Health market (online pharmacy I believe), has there been any recent news on that?

Thank you
Stephane

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Read Answer Asked by Stephane on August 13, 2019

• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Good day, 5i. I realize that you don't focus on US stocks, but I wonder if you can give me insight into the large drop in the price of Big Lot shares, and would you step in here. Thank you in advance.

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Read Answer Asked by Donna on August 12, 2019

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Can you provide an update on Zendesk....with the recent pullback is this a good entry point?

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Read Answer Asked by Dan on August 12, 2019

• Apple Inc. (AAPL $268.65)
  • $268.65 P/E (TTM): 36.42X Cap: $3.95T
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• Amazon.com Inc. (AMZN $228.41)
  • $228.41 P/E (TTM): 33.15X Cap: $2.48T
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• Meta Platforms Inc. (META $592.68)
  • $592.68 P/E (TTM): 26.99X Cap: $1.51T
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Q: Which of these three do you currently favour

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Read Answer Asked by Kim on August 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.08)
  • $16.08 Cap: $2.22B
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• Paysign Inc. (PAYS $5.05)
  • $5.05 P/E (TTM): 39.31X Cap: $278M
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Q: Can you compare each company from a valuation perspective including debt. Which metrics are best to compare these similar companies. Lastly, which has the better entry point?

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Read Answer Asked by Rob on August 12, 2019

• iShares Russell 2000 ETF (IWM $232.68)
  • $232.68 P/E (TTM): 17.3X Cap: $67.25B
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• iShares Core S&P Small-Cap ETF (IJR $114.09)
  • $114.09 P/E (TTM): 17.32X Cap: $83.04B
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Q: Would you have a preference between IWM and IJR for small cap exposure? I know IWO has been a favorite but was hoping to capture some growth and value names. Are there any significant fundamental differences between these 2 ETFs. Also, could IJR be added to data analytics pls. I tried adding it but the system did not recognize the ETF. Thanks as always.

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Read Answer Asked by Aaron on August 12, 2019

• BMO Low Volatility US Equity ETF (ZLU $58.80)
  • $58.80 P/E (TTM): 21.33X Cap: $2.20B
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• BMO S&P 500 Index ETF (ZSP $102.11)
  • $102.11 P/E (TTM): 26.73X Cap: $20.56B
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• Horizons Enhanced Income US Equity (USD) ETF (HEA)
  • P/E (TTM): 15.5X Cap: $39M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.30)
  • $102.30 Cap: $2.24B
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Q: Hi Team,
Would you please recommend 3 to 4 C$ denominated etfs that are focused on us equities (I already own XQQ and ZUB).
Cheers,

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Read Answer Asked by Harry on August 09, 2019