Investment Q&A

• Meta Platforms Inc. (META $716.92)
  • $716.92 P/E (TTM): 25.84X Cap: $1.80T
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Q: Facebook is not recovering the way I expected - your thoughts, please. Thanks Jim

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Read Answer Asked by jim on September 04, 2018

• Cummins Inc. (CMI $411.83)
  • $411.83 P/E (TTM): 19.69X Cap: $56.74B
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• TFI International Inc. (TFII $132.51)
  • $132.51 P/E (TTM): 20.63X Cap: $11.12B
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Q: Greetings:
Thanks for the recommendation on TFII - i already own this one in my cdn accounts but am looking for a comparable in the US but many are trading at significantly higher multiples. Would CMI be consider a reasonable investment to consider. It is trading at a reasonable multiple, pays a good dividend and would benefit from the transportation theme. Your thoughts??

Thanks

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Read Answer Asked by kelly on September 04, 2018

• Total System Services Inc. (TSS $133.27)
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• Global Payments Inc. (GPN $85.42)
  • $85.42 P/E (TTM): 15.11X Cap: $20.29B
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Q: Please comment on these companies. Are they still a buy ?
Thanks for your excellent service.

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Read Answer Asked by Lai Kuen on September 04, 2018

• BMO Covered Call Canadian Banks ETF (ZWB $22.83)
  • $22.83 P/E (TTM): 11.56X
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• BMO Covered Call Utilities ETF (ZWU $11.59)
  • $11.59 P/E (TTM): 18.8X Cap: $1.93B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.85)
  • $20.85 P/E (TTM): 49.74X Cap: $723M
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• BMO Low Volatility Canadian Equity ETF (ZLB $55.93)
  • $55.93 P/E (TTM): 16.96X Cap: $5.32B
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• BMO US High Dividend Covered Call ETF (ZWH $24.90)
  • $24.90 P/E (TTM): 19.44X Cap: $1.07B
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Q: Folks can you recommend one or a few ETFs that trade in US dollars that would compare with the ETFs listed. I want to put some US cash into lower beta equities and strategies and am thinking that the ETF fees may be worthwhile to gain the covered call approach and enhanced income that results at the additional cost of sacrificing upside in rising markets. Also any comments on this intended approach for an equity investor who is transitioning from a balanced to an income tilt is appreciated - all the best.

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Read Answer Asked by Ken on September 04, 2018

• Nike Inc. (NKE $67.37)
  • $67.37 P/E (TTM): 34.28X Cap: $99.58B
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Q: Hi, would you view Nike as a long term growth buy on this “Kaepernick dip”?

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Read Answer Asked by david on September 04, 2018

• Tandem Diabetes Care Inc. (TNDM $14.79)
  • $14.79 Cap: $999M
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Q: Hello 5i!!!
Could I have your thoughts on Tandem Diabetes Care ?
Anything else in the sector you might prefer for a higher risk investor?
Thank you
Dave

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Read Answer Asked by Dave on September 04, 2018

• Ventas Inc. (VTR $70.62)
  • $70.62 P/E (TTM): 160.21X Cap: $32.09B
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Q: Acknowledging that you don't follow US companies as much , but could you comment on these health care REITS and perhaps rate them for me?
Thanks

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Read Answer Asked by steve on September 04, 2018

• Integrated Device Technology Inc. (IDTI $48.99)
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Q: How would you interpret the possible buy of IDTI by Renesas? Would you advise continuing to hold IDTI to see what happens or sell in case no deal is made? How likely that another company puts in a higher bid?
Thank you for your help.

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Read Answer Asked by Gayle on September 04, 2018

• GoDaddy Inc. Class A (GDDY $128.74)
  • $128.74 P/E (TTM): 23.25X Cap: $17.82B
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Q: What do you think of GDDY as an investment?
Thank you.

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Read Answer Asked by claudette on September 04, 2018

• Apple Inc. (AAPL $252.29)
  • $252.29 P/E (TTM): 37.55X Cap: $3.74T
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• Alphabet Inc. (GOOGL $253.30)
  • $253.30 P/E (TTM): 26.76X Cap: $3.04T
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Q: I know that 5i does not cover US companies, however I read Peter's recent article in the FP on US tech companies and the need to have some tech exposure. That being said, for long term growth do you recommend buying into these companies at today's valuations or has that train left the station?

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Read Answer Asked by JORDAN on September 04, 2018

• SPDR S&P 500 ETF Trust (SPY $664.39)
  • $664.39 P/E (TTM): 28.22X Cap: $669.08B
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Q: Given the expected volatility in the upcoming U.S. Election, and not wanting to face tax consequences by selling equities outside of Registered Accounts, what reasonably priced "Puts" and duration of "Puts" would you potentially suggest placing as insurance to protect the rest of the portfolio?

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Read Answer Asked by LEN on September 04, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $151.95)
  • $151.95 Cap: $39.86B
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Q: you mentioned 5 tech stocks in financial post on the weekend. i owned square now, but if you had to pick one of the remaining 4 which would it be team,anet,wday, ntap. dave

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Read Answer Asked by david on September 04, 2018

• Illumina Inc. (ILMN $95.46)
  • $95.46 P/E (TTM): 12.33X Cap: $14.67B
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• Intuitive Surgical Inc. (ISRG $446.13)
  • $446.13 P/E (TTM): 60.53X Cap: $159.92B
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Atlassian Corporation (TEAM $151.95)
  • $151.95 Cap: $39.86B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hello, Can you suggest any other company US or Canada which is enjoying the kind of momentum and growth like SQ and would meet your general criteria as good long term stock? Thank you.

Shyam

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Read Answer Asked by Shyam on August 31, 2018

• ALPS OShares Global Internet Giants ETF (OGIG $56.23)
  • $56.23 P/E (TTM): 21.91X Cap: $161M
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Q: Can you please provide your opinion regarding O. Shares Global Internet Giants, OGIG ETF. O'Leary noted he is targeting the best tech companies with this fund. Thank you,
Linda

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Read Answer Asked by Linda on August 31, 2018

• Global Partners LP representing Limited Partner Interests (GLP $44.94)
  • $44.94 P/E (TTM): 17.32X Cap: $1.52B
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Q: Could I please have your views on Global Partners LP on the NYSE (GLP), do you think the dividend is safe and what are the potential risks with this company? How stable do you think the companies profits are? What are your thoughts on its future forecasts.

Thanks,

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Read Answer Asked by Daniel on August 31, 2018

• Magna International Inc. (MG $62.71)
  • $62.71 P/E (TTM): 10.55X Cap: $17.71B
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Q: HI 5I- I have US cash to put to work to increase my div. income to match my rif payout. I have liked the outlook for MG on new york exchange. Would you agree or what other suggestions would you recommend in order of safe US div. I have 2.7% of portfolio in MG.tsx cdn. funds. thanks

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Read Answer Asked by Peter on August 30, 2018

• 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 !
What is the difference between Shopify and Square ?
If theirs services are similar, which one would you recommend ?
Grateful for your assistance,
Jacques

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Read Answer Asked by Jacques on August 30, 2018

• Advanced Micro Devices Inc. (AMD $233.08)
  • $233.08 P/E (TTM): 135.43X Cap: $378.25B
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Q: Do u have any information on Amd trading on tsx. Thx. Ernie

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Read Answer Asked by Ernie on August 30, 2018

• Salesforce Inc. (CRM $243.08)
  • $243.08 P/E (TTM): 34.39X Cap: $234.19B
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Q: Please comment on earning of SALESFORCE COM.
Thanks

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Read Answer Asked by Lai Kuen on August 30, 2018

• PayPal Holdings Inc. (PYPL $67.41)
  • $67.41 P/E (TTM): 14.17X Cap: $64.40B
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• Mastercard Incorporated (MA $560.97)
  • $560.97 P/E (TTM): 37.95X Cap: $497.09B
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• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.76X Cap: $663.24B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I currently own Visa and have done well. I like all of the payment processors. Should I stick with Visa, or take some profits and diversify into another processor? I am considering Mastercard, Square or Paypal.

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Read Answer Asked by Dennis on August 30, 2018