Investment Q&A

• Patrick Industries Inc. (PATK $96.96)
  • $96.96 P/E (TTM): 26.3X Cap: $3.23B
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Q: I was hoping to get your opinion on PATK, it has been beaten up pretty bad from yearly highs. I'm down about 50%, is this a company you would add to at this point. I originally invested due to the management team. Thank you

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Read Answer Asked by Cory on December 12, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Well I still own Maxar and getting whacked—down 80% on 300 shares. I know you are no longer covering and advised to sell but with their US domicile now and tax loss selling do you see a recovery in the new year.Business does not seem that bad. Would they be an attractive takeover at this price. Lots of debt I guess is not good. For sure as soon as I Decide to bail the stock will rise ! Lol

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Read Answer Asked by Helen on December 12, 2018

• T. Rowe Price Group Inc. (TROW $105.36)
  • $105.36 P/E (TTM): 11.35X Cap: $23.14B
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Q: What do you think of this company as a long term buy and hold investment?

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Read Answer Asked by Curtis on December 11, 2018

• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.57T
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Q: Is this a buying opportunity? do you see more downside from here?
thanks!

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Read Answer Asked by Issaku on December 11, 2018

• Rollins Inc. (ROL $56.09)
  • $56.09 P/E (TTM): 56.44X Cap: $27.18B
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Q: Hello: I own a small amount of ROL, Rollins. I see that it went down recently, can you please help me understand why? Thanks very much,

Marilyn

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Read Answer Asked by Marilyn on December 11, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.2X Cap: $83.41B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 153.07X Cap: $5.14B
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.67X Cap: $13.74B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 85.84X Cap: $274.67B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.02B
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Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

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Read Answer Asked by Mike on December 11, 2018

Q: Would you please give your opinion on these healthcare equities.

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Read Answer Asked by Elaine or Gerry on December 11, 2018

• American International Group Inc. (AIG $81.82)
  • $81.82 P/E (TTM): 15.07X Cap: $45.32B
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• Bank of America Corporation (BAC $48.86)
  • $48.86 P/E (TTM): 14.27X Cap: $361.90B
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Q: I hold BAC and am underwater about 10%. In the present investing climate do you think there would be more upside potential by switching to AIG? Either now or just into the new year? Thank you.

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Read Answer Asked by Harvey on December 11, 2018

• Miscellaneous (MISC)
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Q: With the additional 6K TFSA contribution room nearing, I was wondering if I could get your current top 10 USA growth stocks you’d suggest come 2019. I will not need the money for at least 20+ years. Sectors and market cap is irrelevant. Just your best ideas for 2019 and beyond. Thanks as always

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Read Answer Asked by Aaron on December 10, 2018

• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.14)
  • $35.14 P/E (TTM): 19.5X Cap: $196M
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• Vanguard High Dividend Yield Indx ETF (VYM $139.55)
  • $139.55 P/E (TTM): 19.49X Cap: $62.01B
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• iShares Select Dividend ETF (DVY $139.47)
  • $139.47 P/E (TTM): 15.26X Cap: $20.50B
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Q: I would like to add some income stocks or ETF's for the US side of my RIF that pay the income in US dollars. Income is the primary focus and growth is secondary. Do you have any suggestions?

Thanks you.

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Read Answer Asked by Hans on December 10, 2018

• Automatic Data Processing Inc. (ADP $284.35)
  • $284.35 P/E (TTM): 28.58X Cap: $115.17B
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Q: Your present view of this co. please.
cv

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Read Answer Asked by claudette on December 10, 2018

• Lam Research Corporation (LRCX $137.81)
  • $137.81 P/E (TTM): 31.66X Cap: $174.41B
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• Dropbox Inc (DBX $28.66)
  • $28.66 P/E (TTM): 17.26X Cap: $7.73B
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Q: Hello, Please provide your views on both DBX and LAM. I have losses on both, and was wondering which one (or both) would you sell for tax loss reasons. Which do you feel would recover quicker.

Thanks

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Read Answer Asked by Jeff on December 10, 2018

Q: Good morning .
In reading your latest 5i research news I noted that you ended with this advice:
think investors should be sharpening their pencils on their 'wish list' for stocks in Canada and the US.
In this theme could you help with creating a wishlist for both Canadian and Us stocks for us . For myself this would be much appreciated . I have spent lots of time working on my own list and would greatly appreciate a 5i wishlist.
Thanks in advance
Victoria

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Read Answer Asked by Anna on December 10, 2018

• Patrick Industries Inc. (PATK $96.96)
  • $96.96 P/E (TTM): 26.3X Cap: $3.23B
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Q: I've held PATK for less than a year and i'm down 40%. I liked the company's growth, mgmt, but the sector has been hit hard and sounds like more of a decline to come in RV sales in 2019. Would you hold on to PATK or get out now? Would NFI be a good option for more growth and a dividend or is it just more of the same with it being in a similar cyclical sector? Other replacement suggestion?

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Read Answer Asked by Adam on December 10, 2018

• Global X Active Global Dividend ETF (HAZ $40.80)
  • $40.80 P/E (TTM): 0.52X Cap: $537M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.41)
  • $23.41 P/E (TTM): 14.98X Cap: $161M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.70)
  • $39.70 P/E (TTM): 14.87X Cap: $1.03B
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Q: Can you suggest both a Canadian and Global Dividend Growth ETF?

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Read Answer Asked by Ian on December 10, 2018

• Vanguard Total International Stock (VXUS $73.27)
  • $73.27 Cap: $84.17B
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Q: If I were to buy this ETF, which account would be best. U.S cash account or a RRSP (CDN) account. Is there a tax advantage.
Thanks

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Read Answer Asked by HEATH on December 10, 2018

• Apple Inc. (AAPL $247.66)
  • $247.66 P/E (TTM): 37.22X Cap: $3.67T
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Q: Curious as to what's attracting Buffet to Apple. Could they be due to transform from selling product to a subscription model and enjoy a renewed period of growth similar to Microsoft?
I've enjoyed a good ride with CSU, but wondering if it could be timely to sell and purchase Apple. Would you proceed or not?
Thanks Peter.

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Read Answer Asked by Peter on December 07, 2018

• JPMorgan Chase & Co. (JPM $307.97)
  • $307.97 P/E (TTM): 15.43X Cap: $846.84B
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• Mastercard Incorporated (MA $559.24)
  • $559.24 P/E (TTM): 37.59X Cap: $505.55B
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• Morgan Stanley (MS $155.13)
  • $155.13 P/E (TTM): 17.18X Cap: $247.63B
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• Visa Inc. (V $343.30)
  • $343.30 P/E (TTM): 33.56X Cap: $665.98B
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Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason

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Read Answer Asked by Jason on December 07, 2018

• Accenture plc Class A (Ireland) (ACN $243.56)
  • $243.56 P/E (TTM): 19.83X Cap: $160.30B
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• CVS Health Corporation (CVS $78.44)
  • $78.44 P/E (TTM): 21.73X Cap: $99.48B
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• Goldman Sachs Group Inc. (The) (GS $786.78)
  • $786.78 P/E (TTM): 16.85X Cap: $238.17B
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• Stryker Corporation (SYK $364.92)
  • $364.92 P/E (TTM): 48.29X Cap: $139.51B
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• Walmart Inc. (WMT $102.12)
  • $102.12 P/E (TTM): 38.29X Cap: $814.18B
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Q: thoughts of this lower volatility, more defensive us holdings?

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Read Answer Asked by mary on December 07, 2018

• Energy Transfer LP (ET $16.52)
  • $16.52 P/E (TTM): 12.63X Cap: $56.70B
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Q: WHATS YOUR FEELING ON ENERGY TRANSFER IS THE PAYOUT SAFE AND DO U SEE ANY UPSIDE IN THIS STOCK

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Read Answer Asked by dom on December 07, 2018