Investment Q&A

• Tesla Inc. (TSLA $399.27)
  • $399.27 P/E (TTM): 362.22X Cap: $1.48T
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Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

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Read Answer Asked by Kim on January 26, 2020

• Raytheon Company (RTN $116.96)
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• iShares U.S. Aerospace & Defense ETF (ITA $232.90)
  • $232.90 P/E (TTM): 20.14X Cap: $14.40B
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Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

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Read Answer Asked by Peter on January 24, 2020

• Capital Product Partners L.P. (CPLP)
  • P/E (TTM): 6.4X Cap: $928M
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Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

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Read Answer Asked by Gary on January 24, 2020

• C.H. Robinson Worldwide Inc. (CHRW $171.72)
  • $171.72 P/E (TTM): 35.07X Cap: $20.22B
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• Cognizant Technology Solutions Corporation (CTSH $61.32)
  • $61.32 P/E (TTM): 13.24X Cap: $29.19B
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• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

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Read Answer Asked by Luc on January 24, 2020

• Intuitive Surgical Inc. (ISRG $482.76)
  • $482.76 P/E (TTM): 61.43X Cap: $171.44B
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Q: Can you please comment on earnings ? Good time to initiate a position ?

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Read Answer Asked by Karim on January 24, 2020

Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks

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Read Answer Asked by Gregory on January 24, 2020

• BMO Low Volatility US Equity ETF (ZLU $61.44)
  • $61.44 P/E (TTM): 21.25X Cap: $2.27B
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Q: Can you suggest a unhedged etf for USA market exposure and low volatility and low mer

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Read Answer Asked by parmjit on January 24, 2020

• iShares Russell 2000 Growth ETF (IWO $321.00)
  • $321.00 P/E (TTM): 22.36X Cap: $12.47B
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• BMO Low Volatility US Equity ETF (ZLU $61.44)
  • $61.44 P/E (TTM): 21.25X Cap: $2.27B
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• BMO S&P 500 Index ETF (ZSP $100.87)
  • $100.87 P/E (TTM): 25.8X Cap: $20.79B
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• INVESCO QQQ Trust (QQQ $603.31)
  • $603.31 P/E (TTM): 33.2X Cap: $387.06B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $50.22)
  • $50.22 P/E (TTM): 14.93X Cap: $3.31B
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• Vanguard Total Stock Market ETF (VTI $330.57)
  • $330.57 P/E (TTM): 25.58X Cap: $594.31B
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• iShares Core S&P 500 ETF (IVV $671.99)
  • $671.99 P/E (TTM): 25.68X Cap: $702.56B
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Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks

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Read Answer Asked by Barbara on January 24, 2020

• QUALCOMM Incorporated (QCOM $131.59)
  • $131.59 P/E (TTM): 26.17X Cap: $138.05B
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Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

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Read Answer Asked by Keith on January 24, 2020

• Diana Shipping inc. (DSX $2.45)
  • $2.45 Cap: $286M
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Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

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Read Answer Asked by Ernest on January 24, 2020

• Booking Holdings Inc. (BKNG $4,442.33)
  • $4,442.33 P/E (TTM): 25.53X Cap: $135.97B
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Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

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Read Answer Asked by Olivier on January 24, 2020

• Edwards Lifesciences Corporation (EW $84.27)
  • $84.27 P/E (TTM): 44.7X Cap: $48.53B
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• Gamehost Inc. (GH $11.61)
  • $11.61 P/E (TTM): 11.88X Cap: $241M
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• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.08B
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• Repligen Corporation (RGEN $119.27)
  • $119.27 P/E (TTM): 133.85X Cap: $6.71B
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Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• BILL Holdings Inc. (BILL $41.17)
  • $41.17 P/E (TTM): 265.27X Cap: $4.18B
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Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave

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Read Answer Asked by Dave on January 24, 2020

• Forterra Inc. (FRTA)
  • P/E (TTM): 13.58X
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Q: Hello 5i,
Please give me your assessment of Forterra. Growth, debt, management etc
Thanks
Dave

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Read Answer Asked by Dave on January 24, 2020

• Micron Technology Inc. (MU $461.69)
  • $461.69 P/E (TTM): 40.51X Cap: $497.24B
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Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank

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Read Answer Asked by Frank on January 23, 2020

• Apple Inc. (AAPL $254.23)
  • $254.23 P/E (TTM): 31.66X Cap: $3.71T
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• Costco Wholesale Corporation (COST $996.16)
  • $996.16 P/E (TTM): 70.08X Cap: $444.42B
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• Microsoft Corporation (MSFT $399.41)
  • $399.41 P/E (TTM): 24.74X Cap: $2.96T
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• Starbucks Corporation (SBUX $97.57)
  • $97.57 P/E (TTM): 82.63X Cap: $111.44B
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Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy

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Read Answer Asked by Nancy on January 23, 2020

• Chico's FAS Inc. (CHS)
  • P/E (TTM): 8.4X
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Q: Watching them for a few months now and would appreciate your analysis of this specialty retailer. Do you see the dividend as safe and do you think there are sufficient tailwinds to keep them on an upward climb?
Thanx gary

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Read Answer Asked by Gary on January 23, 2020

• BYD Co - Class H (BYDDF $13.35)
  • $13.35 Cap: $71.99B
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Q: Is there any way I can buy shares in this co? I tried in USA investment account, no go. Is there another company producing batteries using hydrogen instead of lithium? I already bought shares in lithium battery producer BLDP. It would be nice to have both types of producers .
This is for entertainment not what one would like at as secure investment .

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Read Answer Asked by Roy on January 23, 2020

• Aptinyx Inc. (APTX)
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Q: Hi 5i Team,

I am looking at APTX Aptinyx Inc., a Biopharmaueutical Co., and am thinking to initiate a small position of it.

They are still losing money and did a financing at 3.00 in mid January, but share jumped up to 4.60 already last Friday.

What is your thought and outlook of this company? Is it still speculative ?

Always thank you for your professional advice.

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Read Answer Asked by Pui on January 22, 2020

• XPEL Inc. (XPEL $37.48)
  • $37.48 P/E (TTM): 20.51X Cap: $1.05B
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Q: Any news on XPEL today? Stock was up over 10% this morning on huge volume.

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Read Answer Asked by David on January 22, 2020