Investment Q&A

• Automatic Data Processing Inc. (ADP $260.44)
  • $260.44 P/E (TTM): 25.71X Cap: $105.33B
  • View ADP Profile
  • View Questions on ADP

Q: Your present view of this co. please.
cv

Upvote 0

Read Answer Asked by claudette on December 10, 2018

• Lam Research Corporation (LRCX $222.96)
  • $222.96 P/E (TTM): 49.22X Cap: $280.04B
  • View LRCX Profile
  • View Questions on LRCX
• Dropbox Inc (DBX $26.13)
  • $26.13 P/E (TTM): 14.85X Cap: $6.76B
  • View DBX Profile
  • View Questions on DBX

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

Upvote 0

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

Upvote 0

Read Answer Asked by Anna on December 10, 2018

• Patrick Industries Inc. (PATK $128.15)
  • $128.15 P/E (TTM): 36.53X Cap: $4.26B
  • View PATK Profile
  • View Questions on PATK

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?

Upvote 0

Read Answer Asked by Adam on December 10, 2018

• Global X Active Global Dividend ETF (HAZ $41.25)
  • $41.25 P/E (TTM): 0.52X Cap: $538M
  • View HAZ Profile
  • View Questions on HAZ
• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $25.13)
  • $25.13 P/E (TTM): 15.41X Cap: $178M
  • View CYH Profile
  • View Questions on CYH
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.07)
  • $42.07 P/E (TTM): 15.33X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: Can you suggest both a Canadian and Global Dividend Growth ETF?

Upvote 0

Read Answer Asked by Ian on December 10, 2018

• Vanguard Total International Stock (VXUS $78.64)
  • $78.64 P/E (TTM): 11.84X Cap: $122.06B
  • View VXUS Profile
  • View Questions on VXUS

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

Upvote 0

Read Answer Asked by HEATH on December 10, 2018

• Apple Inc. (AAPL $255.53)
  • $255.53 P/E (TTM): 34.25X Cap: $3.75T
  • View AAPL Profile
  • View Questions on AAPL

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.

Upvote 0

Read Answer Asked by Peter on December 07, 2018

• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.47X Cap: $850.62B
  • View JPM Profile
  • View Questions on JPM
• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.49X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Morgan Stanley (MS $189.09)
  • $189.09 P/E (TTM): 19.37X Cap: $300.52B
  • View MS Profile
  • View Questions on MS
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.19X Cap: $632.21B
  • View V Profile
  • View Questions on V

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

Upvote 0

Read Answer Asked by Jason on December 07, 2018

• Accenture plc Class A (Ireland) (ACN $286.21)
  • $286.21 P/E (TTM): 23.56X Cap: $189.02B
  • View ACN Profile
  • View Questions on ACN
• CVS Health Corporation (CVS $78.60)
  • $78.60 P/E (TTM): 206.84X Cap: $99.77B
  • View CVS Profile
  • View Questions on CVS
• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.54X Cap: $288.53B
  • View GS Profile
  • View Questions on GS
• Stryker Corporation (SYK $363.78)
  • $363.78 P/E (TTM): 47.8X Cap: $139.11B
  • View SYK Profile
  • View Questions on SYK
• Walmart Inc. (WMT $119.70)
  • $119.70 Cap: $954.02B
  • View WMT Profile
  • View Questions on WMT

Q: thoughts of this lower volatility, more defensive us holdings?

Upvote 0

Read Answer Asked by mary on December 07, 2018

• Energy Transfer LP (ET $17.35)
  • $17.35 P/E (TTM): 13.88X Cap: $59.56B
  • View ET Profile
  • View Questions on ET

Q: WHATS YOUR FEELING ON ENERGY TRANSFER IS THE PAYOUT SAFE AND DO U SEE ANY UPSIDE IN THIS STOCK

Upvote 0

Read Answer Asked by dom on December 07, 2018

• Methanex Corporation (MX $63.75)
  • $63.75 P/E (TTM): 15.68X Cap: $4.97B
  • View MX Profile
  • View Questions on MX
• Stella-Jones Inc. (SJ $88.73)
  • $88.73 P/E (TTM): 14.54X Cap: $4.87B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Hi,
I currently own SJ and MX for materials. Are there any US names you like right now in the sector?
Thanks,
Brent

Upvote 0

Read Answer Asked by Brent on December 07, 2018

• Smartsheet Inc. Class A (SMAR)
  • View SMAR Profile
  • View Questions on SMAR

Q: Hello,
Smartsheet inc(SMAR/NYSE) is in cloud sector. Could you please comments on its latest earning, outlook and valuation. Is this stock cheap or expensive compared to its peers?
Thanks
Victor

Upvote 0

Read Answer Asked by Victor on December 07, 2018

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
  • View DISCA Profile
  • View Questions on DISCA

Q: I am trying to stay within your guidance percentage for tech equities but confess I love the momentum. I have some cash to invest in any sector and also have most of your favourites. What about DISCA? Would love to see any other ideas you might have please.

Upvote 0

Read Answer Asked by Elaine or Gerry on December 06, 2018

• Zscaler Inc. (ZS $213.98)
  • $213.98 Cap: $34.12B
  • View ZS Profile
  • View Questions on ZS

Q: Hi can you comment on earning an guidance thx Kim

Upvote 0

Read Answer Asked by Kim on December 06, 2018

• The Bank of New York Mellon Corporation (BK $121.33)
  • $121.33 P/E (TTM): 17.53X Cap: $84.60B
  • View BK Profile
  • View Questions on BK

Q: I would like to add more of this company to my portfolio, I'm on the sidelines and waiting for another $1 or 2 lower for my entry point. With a currency as a risk, what is your thoughts on an entry position?

Upvote 0

Read Answer Asked by Barry on December 06, 2018

• Odonate Therapeutics Inc. (ODT)
  • View ODT Profile
  • View Questions on ODT

Q: Odonate Therapeutics - May I please have your opinion on this stock? It looks like insiders own a large chunk of the company and keep buying. Thank you.

Upvote 0

Read Answer Asked by Manoj on December 05, 2018

• Alerian MLP ETF (AMLP $49.32)
  • $49.32 P/E (TTM): 12.79X Cap: $10.99B
  • View AMLP Profile
  • View Questions on AMLP

Q: Would you please provide your comments/thoughts on this Limited Partnership ETF. The yield is quite attractive and it seems to contain some quality names. Additionally, could you please provide some insight as to what the tax implications would be, if kept in an RRSP.

Thanks,
David

Upvote 0

Read Answer Asked by david on December 05, 2018

• Government Properties Income Trust (GOV)
  • View GOV Profile
  • View Questions on GOV

Q: THIS STOCK PAY VERY HIGH DIVIDEND( 19% )
YOUR COMMENT FOR RRSP.THANKS

Upvote 0

Read Answer Asked by ebrahim on December 05, 2018

• Centene Corporation (CNC $45.75)
  • $45.75 Cap: $22.48B
  • View CNC Profile
  • View Questions on CNC

Q: Of these two healthcare companies, which do you prefer? WCG dropped a lot in the recent sell off whereas CNC did not? I do own UNH but I'm looking for another for a long term hold?

Upvote 0

Read Answer Asked by Graeme on December 04, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: i notice square is down almost 5 dollars after a nice rise yesterday. the only news i can find is one reseearch house lowered target from 100 to 95,is that enough for this kind of sell of. also yesterday instinet said it should have huge revenue griwth going forward. dave

Upvote 0

Read Answer Asked by david on December 04, 2018