Investment Q&A

• Costco Wholesale Corporation (COST $1,008.74)
  • $1,008.74 P/E (TTM): 69.24X Cap: $442.12B
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• Microsoft Corporation (MSFT $370.77)
  • $370.77 P/E (TTM): 23.15X Cap: $2.74T
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• NVIDIA Corporation (NVDA $176.25)
  • $176.25 P/E (TTM): 35.59X Cap: $4.27T
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• The Walt Disney Company (DIS $96.58)
  • $96.58 P/E (TTM): 14.19X Cap: $171.05B
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• Atlassian Corporation (TEAM $68.18)
  • $68.18 Cap: $18.29B
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• Align Technology Inc. (ALGN $168.40)
  • $168.40 P/E (TTM): 30.29X Cap: $12.37B
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• The Trade Desk Inc. (TTD $22.09)
  • $22.09 P/E (TTM): 25.21X Cap: $10.46B
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Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on July 29, 2019

• Balanced Equity Portfolio (BEPORT)
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Q: Hi there,

I have mostly Canadian listed equities and am starting to dabble in US holdings. If you were going to start a Balanced Equity portfolio, with a higher tilt towards growth, what 5 names would you start with and in what order?

Thanks for the great service!

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Read Answer Asked by Michael on July 29, 2019

• Alphabet Inc. (GOOG $293.95)
  • $293.95 P/E (TTM): 26.54X Cap: $3.59T
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Q: the recent increase in stock price up 118.00 in one day do you feel it is good to hold I only have a small number of shares ie10 buti purchased at 780.00?

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Read Answer Asked by Dale on July 29, 2019

• Invesco S&P Global Water Index ETF (CGW $64.27)
  • $64.27 P/E (TTM): 23.59X Cap: $1.03B
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Q: What are your thoughts about this water ETF ? Thanks.

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Read Answer Asked by Norman on July 29, 2019

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Cardinal Health Inc. (CAH $213.01)
  • $213.01 P/E (TTM): 30.4X Cap: $49.89B
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• Medtronic plc. (MDT $86.11)
  • $86.11 P/E (TTM): 24.2X Cap: $110.49B
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Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara

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Read Answer Asked by Tamara on July 29, 2019

• New Residential Investment Corp. (NRZ)
  • P/E (TTM): 4.8X Cap: $5.06B
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Q: This seems to be a relatively new US REIT. Have you had a chance to form any opinions on this REIT? Do you have any info on the payout ratio and how safe the divi might be??

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Read Answer Asked by Roy on July 29, 2019

• Diana Shipping inc. (DSX $2.57)
  • $2.57 Cap: $307M
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Q: Peter and His Wonder Team
DSX just tendered shares at a higher price than current market. It was over subscribed. Is this good or bad news? Does it mean that new buys want in or current owns are happy to get out?
Thanks!

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Read Answer Asked by Ernest on July 26, 2019

• lululemon athletica inc. (LULU $156.06)
  • $156.06 P/E (TTM): 10.65X Cap: $17.54B
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Q: I follow Lulu lemon seems to have lots of positives . The new concept stores ( Yoga Studio, Gym , Health Restaurant and a Retail Store ) sound like great potential. Canadian Company listed US
Do you Follow ? Watch ?
Many Thanks
Greg

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Read Answer Asked by Greg on July 26, 2019

• American Electric Power Company Inc. (AEP $132.52)
  • $132.52 P/E (TTM): 19.68X Cap: $71.25B
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Q: Is American Electric Power to expensive to buy at the current price?

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Read Answer Asked by BRYAN on July 26, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: I see that Flir's results failed to please. What did you think of them and is it worth topping up a position in this stock?

TIA

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Read Answer Asked by Gerald on July 25, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Hi 5i,
Opinions on Flir please?

Thanks Mike

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Read Answer Asked by mike on July 25, 2019

• Lockheed Martin Corporation (LMT $620.83)
  • $620.83 P/E (TTM): 28.12X Cap: $142.34B
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Q: Hi !
In your reply to Shyam today, you mentioned LMH.
What are you referring to ?
Thanks,
Jacques

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Read Answer Asked by Jacques on July 25, 2019

• TUPPERW.BRAND.CORP.DL-01 (TUP)
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Q: Good day, what are your thoughts on this stock? They missed targets and have provided lower guidance, but is the drop (in the stock price) over-done? How Is their debt coverage? Thanks.

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Read Answer Asked by Michael on July 25, 2019

• PayPal Holdings Inc. (PYPL $45.05)
  • $45.05 P/E (TTM): 8.36X Cap: $41.08B
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Q: May I please hear from you on PayPal’s earnings. The earnings looked good to me but it’s down 6% after hours due to future outlook on earnings from what I can gather. Would you suggest continuing to hold and ride out any negative reaction? Thank you.

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Read Answer Asked by Jason on July 25, 2019

• nLIGHT Inc. (LASR $59.14)
  • $59.14 Cap: $3.25B
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Q: What are your thoughts on nLight?

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Read Answer Asked by Liam on July 25, 2019

• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $105.60)
  • $105.60 P/E (TTM): 23.31X Cap: $10.91B
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• Vanguard Dividend Appreciation FTF (VIG $215.17)
  • $215.17 P/E (TTM): 24.38X Cap: $107.44B
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Q: Which would you prefer to beef up US exposer in an RRSP

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Read Answer Asked by GRAHAM on July 25, 2019

• Tesla Inc. (TSLA $363.86)
  • $363.86 P/E (TTM): 344.21X Cap: $1.43T
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Q: Do you view Tesla as an auto or tech company? Would you focus on gross margin and production in the quarterly results or would you value the company based on its technology, considering the level of investments in autonomous self driving cars by the traditional auto manufacturers? Will the end game for Tesla is being acquired by a traditional auto manufacturer? Is it a buy for you at this stage?

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Read Answer Asked by Rajiv on July 25, 2019

• Alteryx Inc. Class A (AYX)
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Q: Hi Team
Any info on the numbers expected next week by AYX.
Thank-you in advance. Sam

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Read Answer Asked by sam on July 25, 2019

• State Street Technology Select Sector SPDR ETF (XLK $135.01)
  • $135.01 P/E (TTM): 39.24X Cap: $85.29B
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Q: I currently have 1/3 of my TFSA in a cash position and am underweight in Industrial, Technology, and Consumer Cyclical. What ETFs do you favour that would help me to balance out my portfolio?

Thanks,
John

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Read Answer Asked by John on July 25, 2019

Q: What are your top 10 recommendations for US stocks? Looking at investing in RRSP so would be a long term hold - 10+ years.

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Read Answer Asked by Shyam on July 25, 2019