Investment Q&A

• Procter & Gamble Company (The) (PG $144.84)
  • $144.84 P/E (TTM): 22.44X Cap: $340.95B
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• Visa Inc. (V $299.71)
  • $299.71 P/E (TTM): 28.96X Cap: $572.92B
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• Verizon Communications Inc. (VZ $49.48)
  • $49.48 P/E (TTM): 12.44X Cap: $209.15B
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• iShares MSCI USA Min Vol Factor ETF (USMV $93.28)
  • $93.28 P/E (TTM): 23.25X Cap: $22.59B
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• iShares U.S. Medical Devices ETF (IHI $54.87)
  • $54.87 P/E (TTM): 29.95X Cap: $3.28B
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Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?

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Read Answer Asked by Helen on December 23, 2019

• Gilead Sciences Inc. (GILD $141.11)
  • $141.11 P/E (TTM): 21.33X Cap: $175.40B
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• AbbVie Inc. (ABBV $206.23)
  • $206.23 P/E (TTM): 93.12X Cap: $368.38B
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• Johnson & Johnson (JNJ $237.60)
  • $237.60 P/E (TTM): 21.59X Cap: $571.51B
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Q: Can you recommend the best value Healthcare/Pharma in the US right now - looking for a value play with a bit of dividend and a bit of growth.

Thanks

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Read Answer Asked by kelly on December 23, 2019

• Digital Realty Trust Inc. (DLR $179.85)
  • $179.85 P/E (TTM): 50.39X Cap: $61.48B
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• Duke Realty Corporation (DRE)
  • P/E (TTM): 25.25X
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Q: Hi there,
I know this is a bit out of your wheelhouse but i will ask anyways. I currently own Duke Realty which i have done well with. However, i am thinking of switching from Duke to Digital Realty given the recent correction in Digital. I know it will take some time to absorb their recent acquisition but i like their future growth given their expertise in Digital Data centres and the trend in Cloud computing. Your thoughts on the switch. I am looking for a bit of growth along with a nice divi.
I pay no trading fees so that is not a consideration!

(Sorry if this is a duplicate question - my computer died while i was submitting so not sure it went through)

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Read Answer Asked by kelly on December 20, 2019

• FedEx Corporation (FDX $356.11)
  • $356.11 P/E (TTM): 19.63X Cap: $82.23B
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Q: With such a big drop in price - would now be a good buying opportunity. Your opinion is greatly appreciated.

Thanks

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Read Answer Asked by JOHN on December 20, 2019

• Ulta Beauty Inc. (ULTA $534.10)
  • $534.10 P/E (TTM): 20.08X Cap: $23.09B
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• Revlon Inc. (REV)
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Q: Would ULTA:US be the best bet for the women beauty product industry? Is there any other profitable names in the USA or Canada related to that space?

thanks

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Read Answer Asked by Thomas on December 20, 2019

• Gladstone Investment Corporation (GAIN $14.42)
  • $14.42 P/E (TTM): 4.62X Cap: $558M
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Q: Can I please get an update/opinion on this company. Thanks !

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Read Answer Asked by David on December 20, 2019

• Paysign Inc. (PAYS $3.18)
  • $3.18 P/E (TTM): 26.15X Cap: $177M
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Q: Are you still feeling positive about Pays? I am down but holding. Still time to claim for loss, but willing to hold if it has promise.

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Read Answer Asked by Elaine or Gerry on December 19, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
  • $168.26 P/E (TTM): 138.45X Cap: $221.77B
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• The Trade Desk Inc. (TTD $23.51)
  • $23.51 P/E (TTM): 27.86X Cap: $11.20B
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Q: TTD (25%)and SHOP(100%) at what point do I trim these stocks or do I just sit tight? Also, do you have any suggestions of good growth US stocks?

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Read Answer Asked by John on December 19, 2019

• Ares Capital Corporation (ARCC $18.19)
  • $18.19 P/E (TTM): 9.91X Cap: $13.12B
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Q: Can I please get your opinion of Ares Capital (ARCC).

Thanks !
Wishing you a great holiday season and wonderful 2020 !!

Dave

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Read Answer Asked by David on December 19, 2019

• Heico Corporation (HEI $277.16)
  • $277.16 P/E (TTM): 57.75X Cap: $38.66B
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Q: Hi guys,
Please explain why this stock is being beaten up so bad lately!

Thanks,
Jim

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Read Answer Asked by jim on December 18, 2019

• Tesla Inc. (TSLA $380.30)
  • $380.30 P/E (TTM): 369.69X Cap: $1.47T
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Q: Hello 5i team. Laugh if you want, but I'm very tempted to take a small position in Tesla. On the one hand, the stock is up almost 70% in the last six months, they turned a modest profit last quarter as you well know, deliveries are at a record clip, and it definitely has the cool factor. On the other hand it has bled buckets of money for years, quality issues abound, and I'm torn between thinking Elon Musk is a pothead / space cadet, or a genius. Please act as my chamber of sober second thought on this one. Thanks.

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Read Answer Asked by Asher on December 18, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: What are the tax implications for the spinoff of OTIS and Carrier for Canadians?
i.e. Will they be taxable as income or will the spin-off be eligible under section 86.1 such that the ACB is allocated between the original shares and the spin-offs.

Thanks

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Read Answer Asked by Lynda on December 18, 2019

• The Rubicon Project Inc. (RUBI)
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Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks

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Read Answer Asked by Neil on December 18, 2019

• Alphabet Inc. (GOOG $305.73)
  • $305.73 P/E (TTM): 28.62X Cap: $3.72T
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• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.98X Cap: $2.90T
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Q: Looking to invest in the AI arena, what companies would you recommend?

Thanks

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Read Answer Asked by Paul on December 17, 2019

• Abbott Laboratories (ABT $107.19)
  • $107.19 P/E (TTM): 29.76X Cap: $188.95B
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• American Tower Corporation (REIT) (AMT $182.76)
  • $182.76 P/E (TTM): 34.34X Cap: $84.21B
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• Crown Castle Inc. (CCI $85.07)
  • $85.07 P/E (TTM): 87.06X Cap: $37.02B
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• Honeywell International Inc. (HON $229.03)
  • $229.03 P/E (TTM): 31.44X Cap: $146.15B
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• Merck & Company Inc. (MRK $114.20)
  • $114.20 P/E (TTM): 15.92X Cap: $283.08B
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• AT&T Inc. (T $27.74)
  • $27.74 P/E (TTM): 9.16X Cap: $191.41B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $49.48)
  • $49.48 P/E (TTM): 12.44X Cap: $209.15B
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Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!

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Read Answer Asked by RANDALL on December 17, 2019

• Roku Inc. (ROKU $95.86)
  • $95.86 P/E (TTM): 171.96X Cap: $14.13B
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Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!

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Read Answer Asked by Kim on December 17, 2019

• Xylem Inc. New (XYL $120.50)
  • $120.50 P/E (TTM): 31.06X Cap: $29.08B
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Q: I sold FIW etf as I have the utilities exposure elsewhere. Is XYL attractive here in regards to earnings growth/stability/debt or should I look elsewhere for water exposure? Thanks.

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Read Answer Asked by Michael on December 17, 2019

• Dollar Tree Inc. (DLTR $105.56)
  • $105.56 Cap: $21.20B
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Q: Hello Team,
This stock has taken a large hit lately. With US/China trade looking more agreeable, do you feel this is a good entry point for this company.
Thank You,
Barry

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Read Answer Asked by Barry on December 17, 2019

• Goldman Sachs Group Inc. (The) (GS $809.50)
  • $809.50 P/E (TTM): 15.73X Cap: $239.02B
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• JPMorgan Chase & Co. (JPM $287.97)
  • $287.97 P/E (TTM): 14.34X Cap: $776.04B
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Q: Good day,

Which US banks would you recommend for long term hold for some exposure?

Thanks for all the work you do.

Cliff

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Read Answer Asked by Cliff on December 17, 2019

• Costamare Inc. $0.0001 par value (CMRE $17.02)
  • $17.02 Cap: $2.02B
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• Teekay Tankers Ltd. (TNK $68.07)
  • $68.07 Cap: $2.17B
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• Nordic American Tankers Limited (NAT $5.49)
  • $5.49 Cap: $1.14B
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Q: Hi !
Any views on these maritime transportation stocks ? Is any of them a good buy now or do you prefer others ? Why are they registered in Bermuda or Monaco ?

Have a good day.
Jacques, IDS

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Read Answer Asked by Jacques on December 16, 2019