Investment Q&A

• Amarin Corporation plc (AMRN $19.64)
  • $19.64 Cap: $406M
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Q: Hi gang
What are your thoughts on Amarin today? Any news in the last month or two? It's quite interesting to me on a personal level but as a stock I am on hold for now but may dabble depending on your answer. I can handle some risk.
Thanks as always for all you do.

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Read Answer Asked by El-ann on March 05, 2019

• Morgan Stanley Dep Shs repstg 1/1000 Pfd Ser A (MS.P.A $20.81)
  • $20.81 P/E (TTM): 18.1X Cap: $253.29B
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Q: Hi there,
i inherited this preferred and it is trading at a significant discount to other MS preferreds. It is difficult to wade through the online information to compare the features of this preferred versus others all paying a higher dividend. CAn you clarify why this one might be trading at such a discount.

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Read Answer Asked by kelly on March 05, 2019

• Zoetis Inc. Class A (ZTS $144.06)
  • $144.06 P/E (TTM): 24.66X Cap: $63.84B
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Q: Goodmorning

Would you place a company like Zoetis in a RRSP or TFSA and are you aware of any canadian companies in Canada that would be similar and if you could plse rate them?

Thks
Marcel

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Read Answer Asked by Marcel on March 05, 2019

• ARK Next Generation Internet ETF (ARKW $170.33)
  • $170.33 P/E (TTM): 55.77X Cap: $2.55B
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• ARK Innovation ETF (ARKK $86.24)
  • $86.24 P/E (TTM): 39.1X Cap: $8.23B
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Q: ARKK / ARKW how are they different?

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Read Answer Asked by don on March 05, 2019

• Salesforce Inc. (CRM $243.08)
  • $243.08 P/E (TTM): 35.76X Cap: $231.41B
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Q: May I please have your comments on their earnings release? Looks like it’s down after hours based on their forward looking guidance. I bought it today right before close hoping for a pop and am wondering whether to hold as it looks like it will be opening lower.

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Read Answer Asked by Jason on March 05, 2019

• Equinix Inc. (EQIX $813.93)
  • $813.93 P/E (TTM): 80.0X Cap: $79.65B
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Q: Hi Peter, my question is on eqix. How would you buy, hold or sell. Is the div safe. When do they report? Thanks Alnoor

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Read Answer Asked by Alnoor on March 05, 2019

• UnitedHealth Group Incorporated (DE) (UNH $356.60)
  • $356.60 P/E (TTM): 15.45X Cap: $322.96B
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Q: I hold UNH in my US RRSP and RESP portfolios. With the recent decline and being in battleground with the democrates Medicare bill is it worth holding in these portfolios or is there a better US health care option out there? Considering there will be a lot of election noise later in the year.

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Read Answer Asked by Irshad on March 04, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
  • $220.93 P/E (TTM): 88.23X Cap: $287.06B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi 5i,

Could you provide a short comparison of these 3 companies, how they overlap and differ?

If one has investments in SHOP and SQ would they "supersede" Lightspeed, or could they compliment? When does Lighspeed start trading?

From my preliminary research Lightspeed appears to be a combination of both SQ and SHOP where they provide POS payment systems with the ability to create a webstore (but seem more focused on brick and mortar vs. Shopify being more online)

Thank you!

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Read Answer Asked by David on March 04, 2019

• ARK Innovation ETF (ARKK $86.24)
  • $86.24 P/E (TTM): 39.1X Cap: $8.23B
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Q: I recently sold some Apple shares and want to invest about 10,000.00 in the US market. Stan Wong on BNN was quite high on ARKK. What are your thoughts?
Thanks, Lesley

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Read Answer Asked by Lesley on March 04, 2019

• Zoetis Inc. Class A (ZTS $144.06)
  • $144.06 P/E (TTM): 24.66X Cap: $63.84B
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Q: What is your opinion of this company? I feel like with social trends moving in the direction of "pets are more a part of the family" that people are willing to do what they can for their fur babies. Also with the trend of more meat and other live stock increasing in the diets around the world do you see this company as a good long term hold with the stock price increasing?
Thanks

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Read Answer Asked by Kolbi on March 04, 2019

• BMO Low Volatility US Equity ETF (ZLU $59.02)
  • $59.02 P/E (TTM): 21.33X Cap: $2.24B
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Q: I own 5 I income stocks that more than cover my expenses in retirement and hold about 75% of the balanced portfolio. But, I have msft, mu, fdx and nvda in u.s exposure and am thinking of using zlu to complete the u.s. ...would you endorse this strategy or use something else ...thanks for the great service...gene

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Read Answer Asked by gene on March 01, 2019

• CVS Health Corporation (CVS $82.52)
  • $82.52 P/E (TTM): 22.7X Cap: $104.66B
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Q: I have been looking at CVS in the last few days as a long term hold, the dividend is quite attractive. The share price has dropped to what looks like a 5 year low, the Forward PE is at 8.6. How would you evaluate the long term prospects of CVS? Could the large merger it has gone through make future dividend increases doubtful?

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Read Answer Asked by Mike on March 01, 2019

• Bank of America Corporation (BAC $51.28)
  • $51.28 P/E (TTM): 14.79X Cap: $379.82B
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Q: I have shares in Bank of America . Is there another US bank that you would prefer over Bank of America.

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Read Answer Asked by Roy on March 01, 2019

• Bank of America Corporation (BAC $51.28)
  • $51.28 P/E (TTM): 14.79X Cap: $379.82B
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• The Walt Disney Company (DIS $110.67)
  • $110.67 P/E (TTM): 17.2X Cap: $198.97B
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Q: Hello,
Thank you for your continued wonderful insight. I need some US exposure , preferably not tech. Which do you prefer, long term (15-20 year hold ), or a better suggestion?
Thanks as always, Lee

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Read Answer Asked by Lee on March 01, 2019

• Constellation Brands Inc. (STZ $140.41)
  • $140.41 P/E (TTM): 20.16X Cap: $24.57B
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Q: Is now a good time to add to this stock, am down 5%, given its recent downturn after investing in canadian Canopy Growth???
Art

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Read Answer Asked by Arthur on March 01, 2019

• UnitedHealth Group Incorporated (DE) (UNH $356.60)
  • $356.60 P/E (TTM): 15.45X Cap: $322.96B
  • View UNH Profile
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Q: Do you know why UNH has been taking a hit in the last couple of days? I have not been able to find any information that would explain this. Thanks.

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Read Answer Asked by John on March 01, 2019

• Booking Holdings Inc. (BKNG $5,070.02)
  • $5,070.02 P/E (TTM): 34.53X Cap: $164.31B
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Q: Your thoughts on Wednesdays report and would you keep adding to a current position? THANK YOU

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Read Answer Asked by John on March 01, 2019

• Booking Holdings Inc. (BKNG $5,070.02)
  • $5,070.02 P/E (TTM): 34.53X Cap: $164.31B
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Q: Any advice after todays drop in Booking Holdings (BKNG)? I have a small position.

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Read Answer Asked by Andrew on March 01, 2019

• Danaher Corporation (DHR $209.06)
  • $209.06 P/E (TTM): 44.78X Cap: $149.69B
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• Canfor Pulp Products Inc. (CFX $0.39)
  • $0.39 Cap: $25M
  • View CFX Profile
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Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.

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Read Answer Asked by Cameron on February 28, 2019

Q: Can you please provide your opinion on Five9 Inc? Momentum small cap rocket with US$3B market cap. NASDAQ listed but not in 5I's system... Appreciate your insight. Thanks, Maury

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Read Answer Asked by Maury on February 28, 2019