Investment Q&A

• Progressive Corporation (The) (PGR $195.56)
  • $195.56 P/E (TTM): 10.3X Cap: $117.11B
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• iShares U.S. Medical Devices ETF (IHI $53.13)
  • $53.13 P/E (TTM): 29.95X Cap: $3.22B
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• Elbit Systems Ltd. (ESLT $930.10)
  • $930.10 Cap: $43.18B
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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)
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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 $20.24)
  • $20.24 P/E (TTM): 2311.0X Cap: $1.57B
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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 $99.28)
  • $99.28 P/E (TTM): 35.96X Cap: $65.16B
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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 $26.92)
  • $26.92 P/E (TTM): 20.2X Cap: $154.83B
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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 $172.17)
  • $172.17 P/E (TTM): 90.22X Cap: $145.67B
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• Viavi Solutions Inc. (VIAV $42.25)
  • $42.25 Cap: $9.88B
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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 $23.56)
  • $23.56 Cap: $10.44B
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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 $13.17)
  • $13.17 P/E (TTM): 1.95X Cap: $5.14B
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• Uber Technologies Inc. (UBER $70.58)
  • $70.58 P/E (TTM): 15.3X Cap: $146.70B
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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 $94.30)
  • $94.30 P/E (TTM): 28.54X Cap: $197.01B
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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 $78.50)
  • $78.50 Cap: $11.43B
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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 $997.90)
  • $997.90 P/E (TTM): 28.36X Cap: $155.79B
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• Centerra Gold Inc. (CG $26.86)
  • $26.86 P/E (TTM): 6.7X Cap: $5.28B
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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 $96.48)
  • $96.48 P/E (TTM): 81.01X Cap: $110.41B
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• McDonald's Corporation (MCD $305.42)
  • $305.42 P/E (TTM): 25.69X Cap: $220.03B
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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 $20.17)
  • $20.17 P/E (TTM): 22.5X Cap: $9.80B
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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)
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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 $78.50)
  • $78.50 Cap: $11.43B
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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 $76.99)
  • $76.99 P/E (TTM): 14.29X Cap: $41.56B
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• CVS Health Corporation (CVS $78.61)
  • $78.61 P/E (TTM): 57.09X Cap: $101.04B
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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)
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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 $259.38)
  • $259.38 P/E (TTM): 32.77X Cap: $3.82T
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• Amazon.com Inc. (AMZN $237.94)
  • $237.94 P/E (TTM): 30.86X Cap: $2.50T
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• Meta Platforms Inc. (META $627.41)
  • $627.41 P/E (TTM): 26.07X Cap: $1.58T
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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 $11.71)
  • $11.71 Cap: $1.63B
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• Paysign Inc. (PAYS $5.24)
  • $5.24 P/E (TTM): 46.0X Cap: $305M
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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