Investment Q&A

• Progressive Corporation (The) (PGR $234.85)
  • $234.85 P/E (TTM): 12.88X Cap: $137.71B
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• iShares U.S. Medical Devices ETF (IHI $62.19)
  • $62.19 P/E (TTM): 27.61X Cap: $4.16B
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• Elbit Systems Ltd. (ESLT $515.24)
  • $515.24 Cap: $22.98B
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Q: which US company would be a good fairly safe buy now?

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Read Answer Asked by Helen on August 15, 2019

• Telaria Inc. (TLRA $6.00)
  • $6.00 Cap: $288M
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Q: Can I have your thoughts on this US company?
Thank You, Peter

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Read Answer Asked by Peter on August 15, 2019

• Appian Corporation (APPN $37.83)
  • $37.83 Cap: $2.79B
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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 $88.49)
  • $88.49 P/E (TTM): 27.14X Cap: $57.75B
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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 $25.85)
  • $25.85 P/E (TTM): 13.75X Cap: $146.97B
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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 $88.32)
  • $88.32 P/E (TTM): 55.9X Cap: $75.72B
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• Viavi Solutions Inc. (VIAV $18.00)
  • $18.00 P/E (TTM): 300.0X Cap: $4.01B
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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 $26.26)
  • $26.26 P/E (TTM): 28.24X Cap: $11.68B
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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 $20.37)
  • $20.37 P/E (TTM): 53.61X Cap: $8.13B
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• Uber Technologies Inc. (UBER $85.11)
  • $85.11 P/E (TTM): 14.56X Cap: $176.84B
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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 $81.65)
  • $81.65 P/E (TTM): 26.0X Cap: $170.04B
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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 $102.07)
  • $102.07 Cap: $12.86B
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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 $1,089.09)
  • $1,089.09 P/E (TTM): 28.0X Cap: $168.97B
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• Centerra Gold Inc. (CG $19.51)
  • $19.51 P/E (TTM): 8.74X Cap: $3.93B
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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 $85.35)
  • $85.35 P/E (TTM): 36.79X Cap: $97.05B
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• McDonald's Corporation (MCD $316.72)
  • $316.72 P/E (TTM): 27.02X Cap: $225.55B
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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 $36.65)
  • $36.65 P/E (TTM): 42.13X Cap: $17.72B
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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 $102.07)
  • $102.07 Cap: $12.86B
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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 $84.90)
  • $84.90 P/E (TTM): 15.21X Cap: $45.81B
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• CVS Health Corporation (CVS $79.42)
  • $79.42 P/E (TTM): 209.0X Cap: $100.81B
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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 $278.28)
  • $278.28 P/E (TTM): 37.3X Cap: $4.11T
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• Amazon.com Inc. (AMZN $226.19)
  • $226.19 P/E (TTM): 31.95X Cap: $2.41T
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• Meta Platforms Inc. (META $644.23)
  • $644.23 P/E (TTM): 28.53X Cap: $1.62T
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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 $16.71)
  • $16.71 Cap: $2.27B
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• Paysign Inc. (PAYS $5.49)
  • $5.49 P/E (TTM): 42.23X Cap: $302M
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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