Investment Q&A

• Uniti Group Inc. (UNIT $6.00)
  • $6.00 P/E (TTM): 46.15X Cap: $1.47B
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Q: Can you please tell me why the stock price of UNIT has gone down? Thanks
Marilyn

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Read Answer Asked by Marilyn on February 22, 2019

• Tabula Rasa HealthCare Inc. (TRHC)
  • Cap: $284M
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Q: I am down about 35% in this. Do I Hold or Sell and buy TDOC? Thanks! :)
TRHC and I am down 35% in it so asking if I should Sell TRHC and buy TDOC or TRXC.

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Read Answer Asked by Austin on February 22, 2019

• Premium Brands Holdings Corporation (PBH $96.35)
  • $96.35 P/E (TTM): 46.32X Cap: $4.30B
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• Domino's Pizza Inc (DPZ $414.86)
  • $414.86 P/E (TTM): 24.25X Cap: $14.01B
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Q: I'm looking for your comparison of these companies for a minimum 1 year (hopefully longer) holding. The future dividend growth and share appreciation hold equal weight for me.

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Read Answer Asked by Greg on February 22, 2019

• Paychex Inc. (PAYX $124.60)
  • $124.60 P/E (TTM): 27.94X Cap: $44.84B
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Q: Please provide your updated view on this company. Is all well with the growth trajectory?

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Read Answer Asked by Grant on February 22, 2019

• Arcosa Inc. (ACA $93.86)
  • $93.86 P/E (TTM): 49.93X Cap: $4.52B
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Q: What are the growth prospects for this company. Is it a sound long term investment?
R.

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Read Answer Asked by Ronald on February 22, 2019

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: my broker would like me to buy this stock and would like your opinion on it before giving them an answer? Is there another stock that would be better than this one. Slowly buying some US stocks.
thanks

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Read Answer Asked on February 22, 2019

• Mallinckrodt plc (MNK)
  • Cap: $92M
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• Trinseo PLC (TSE $1.61)
  • $1.61 Cap: $57M
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• HEALTHSHARES CARDIOLOGY INDEX (HSC)
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Q: I am looking for a High risk high reward trade with a six month window in my TFSA.
Can you give three companies that fit the following credentials:
Market cap +500 million
Any sector
US or Canada

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Read Answer Asked by raymond on February 21, 2019

• Qualys Inc. (QLYS $128.05)
  • $128.05 P/E (TTM): 25.56X Cap: $4.62B
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Q: Hi 5 i,

Qualys share price got a big drop after its quarterly report, what is the outlook of this company.
Is it a buy?

Thank you for your great service as always.

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Read Answer Asked by Pui on February 21, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: I hold flir at a 10% gain. Can you provide a brief update on your views of the company. It’s beginning to feel like dead money. Can you suggest an alternative that looks more compelling in the US?
Thanks

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Read Answer Asked by Karim on February 21, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Can you expand more on your most recent answer regarding AYX. "Some analysts believe it has a unique solution with little real competition, which of course we like. "

What exactly do they do? what solution are you referring to? 6 questions/answers only showing for on this company (as you noted it hasnt been public for long), 5 in the last month, 5i seems quite "bullish" on the stock so I am very intrigued. Thank you!

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Read Answer Asked by Michael on February 21, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $162.64)
  • $162.64 Cap: $42.66B
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• Box Inc. Class A (BOX $33.15)
  • $33.15 P/E (TTM): 26.73X Cap: $4.80B
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• Heartbeam Inc. (BEAT $1.65)
  • $1.65 Cap: $58M
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• Rapid7 Inc. (RPD $19.18)
  • $19.18 P/E (TTM): 45.67X Cap: $1.24B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Elastic N.V. (ESTC $88.20)
  • $88.20 Cap: $9.37B
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Q: I realize I am veering off course here, but would appreciate if you could rate the following US stocks from a growth perspective. The time frame would be 5 to 8 years - best to worst. Feel free to add if you wish. Thank you.

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Read Answer Asked by Dave on February 21, 2019

• Kinaxis Inc. (KXS $178.27)
  • $178.27 P/E (TTM): 147.91X Cap: $5.03B
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• The Trade Desk Inc. (TTD $52.00)
  • $52.00 P/E (TTM): 62.65X Cap: $25.42B
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Q: Unfortunately, I doubled down on SIS, COV, TSGI and KXS. KXS is the only one where I am basically even. The others have magnified my losses. I run out of patience and sold TSGI a month ago. I like the US stocks that you like and am doing well with them. TTD over the last 2 days has gone between a low of $145 to a high of $165. Do you of any reason why? Thanks, Dennis

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Read Answer Asked by Dennis on February 21, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I am wondering why SQ is down so much . Is it being shorted ? Fundamental OK ?
Thanks

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Read Answer Asked by Lai Kuen on February 21, 2019

• Viavi Solutions Inc. (VIAV $13.75)
  • $13.75 P/E (TTM): 91.67X Cap: $3.06B
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Q: Is viavi, the old JDSU, at the forefront of 5G? Lots of good news from the company and the stock hit a new high today. When they split into two companies, Lumentum did great but Viavi went nowhere. How are they positioned now?

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Read Answer Asked by Helen on February 20, 2019

• The Stars Group Inc. (TSG $27.31)
  • $27.31 Cap: $4.80B
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Q: 5 year horizon, risk OK because the money is for our kids who are not even in workforce yet. Thinking of doubling exposure in a modest size portfolio. USD in cash is largest holding. Thoughts and suggestions for deploying USD. TY.

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Read Answer Asked by Joel on February 20, 2019

Q: Hi team,

What are your thoughts of initiating a position in BRK-B at current levels for a long term hold?

Thanks

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Read Answer Asked by Keith on February 20, 2019

• Vanguard S&P 500 ETF (VOO $622.55)
  • $622.55 P/E (TTM): 27.51X Cap: $696.03B
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Q: you renently answered a question regarding a comparison between Bershire and the S&P. Am I right in concluding from that answer that you do not see an advantage in owning Brkb.us over say, VOO?
thanks

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Read Answer Asked by joseph on February 20, 2019

• CVS Health Corporation (CVS $81.93)
  • $81.93 P/E (TTM): 22.85X Cap: $103.91B
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Q: Why is CVS down after their earnings beat ?

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Read Answer Asked by Doug on February 20, 2019

• Consumer Discretionary Select Sector SPDR (XLY $237.66)
  • $237.66 P/E (TTM): 30.71X Cap: $24.37B
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Q: Was hoping to get your thoughts on XLY not XYL

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Read Answer Asked by Nino on February 20, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Is Alteryx suitable for a 5 year hold? I prefer investing in stocks that I don't necessarily need to react to every quarterly report and are somewhat supported by long term secular trends. Helps me drown out the noise and ignore short term volatility characteristic to such stocks.

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Read Answer Asked by Gooding on February 20, 2019