Investment Q&A

• VICI Properties Inc. (VICI $29.17)
  • $29.17 P/E (TTM): 11.09X Cap: $31.26B
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Q: Hello once again your thoughts on Vici
Properties US listing

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Read Answer Asked by George on September 06, 2018

Q: Granted there isn't much to analyze given that IPOA is still a SPAC that has yet to announce an acquistion, what are 5I's thoughts based on the people involved and what, apart from announcing a bad deal, would be the down side?

Thank You

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Read Answer Asked by Scott on September 06, 2018

• Lowe's Companies Inc. (LOW $287.04)
  • $287.04 P/E (TTM): 22.92X Cap: $161.01B
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Q: I am holding some shares in this US company - their last report was quite good, so the stock price increased - it is now down a little from it's high - do you consider it a buy, hold or sell.
Looking forward to your reply -
Hanna

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Read Answer Asked by Hanna on September 06, 2018

• Visa Inc. (V $329.24)
  • $329.24 P/E (TTM): 30.57X Cap: $628.77B
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Q: Visa took a big drop today but I cannot see any news that would have triggered this. Any thoughts on whether this is a temporary blip or if there is company news that would cause the stock to go down?

thanks for your insight

Paula

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Read Answer Asked by Paula on September 05, 2018

• Brookfield Canada Office Properties (BOX.UN $32.50)
  • $32.50 P/E (TTM): 21.0X
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• Atlassian Corporation (TEAM $86.97)
  • $86.97 Cap: $22.93B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Which of these would you buy today on the pullback? Are there other growth stocks that look attractive today?
Thanks
Nancy

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Read Answer Asked by Nancy on September 05, 2018

• Atlassian Corporation (TEAM $86.97)
  • $86.97 Cap: $22.93B
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Q: Hi,
Any reasons it's down 5% this morning? A good chance to add?
Thanks,
Issaku

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Read Answer Asked by Issaku on September 05, 2018

• State Street SPDR S&P 500 ETF Trust (SPY $691.96)
  • $691.96 P/E (TTM): 26.17X Cap: $708.85B
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Q: Hi, I have 10% of my portfolio in USD in a non registered margin account. What would be a good strategy to invest this money? The other 90% of my port is in CAD dollars spread between rrsp(balanced), tfsa(growth) and non registered(dividend).
TY

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Read Answer Asked by Derek on September 05, 2018

• BGSF Inc. (BGSF $5.84)
  • $5.84 Cap: $65M
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Q: I'm considering BGFS as an investment & would appreciate your comments on it including information about the # of shares out, their debt load , profit prospects & future prospects in their field of business.Comments on their last quarter would also be helpful.
Thanks, as always
Dave

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Read Answer Asked by Dave on September 05, 2018

• Seagate Technology Holdings PLC (STX $407.25)
  • $407.25 P/E (TTM): 54.56X Cap: $88.81B
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Q: Can I please get your opinion of Seagate Technology. Is it a buy at this time ? Thanks !!

Dave

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Read Answer Asked by David on September 04, 2018

• Analog Devices Inc. (ADI $337.00)
  • $337.00 P/E (TTM): 70.67X Cap: $158.88B
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Q: Can I please get your opinion of ANALOG Devices (ADI). Buy, Sell or Hold.

PS- Great service guys !! Keep up the great work !!! I've been a member for awhile and recommend to you everybody !

Dave

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Read Answer Asked by David on September 04, 2018

• Box Inc. Class A (BOX $23.33)
  • $23.33 P/E (TTM): 19.77X Cap: $3.50B
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Q: Why the dip today?

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Read Answer Asked by Grant on September 04, 2018

• Starbucks Corporation (SBUX $99.12)
  • $99.12 P/E (TTM): 82.48X Cap: $112.92B
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• Restaurant Brands International Inc. (QSR $96.29)
  • $96.29 P/E (TTM): 25.35X Cap: $43.32B
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• MTY Food Group Inc. (MTY $42.65)
  • $42.65 P/E (TTM): 30.28X Cap: $974M
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Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!

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Read Answer Asked by richard on September 04, 2018

• Meta Platforms Inc. (META $668.69)
  • $668.69 P/E (TTM): 28.83X Cap: $1.69T
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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 $598.90)
  • $598.90 P/E (TTM): 30.89X Cap: $82.74B
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• TFI International Inc. (TFII $170.53)
  • $170.53 P/E (TTM): 31.06X Cap: $14.03B
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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 $72.22)
  • $72.22 P/E (TTM): 10.91X Cap: $20.22B
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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 $25.92)
  • $25.92 P/E (TTM): 11.7X
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• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.74)
  • $21.74 P/E (TTM): 49.64X Cap: $774M
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• BMO Low Volatility Canadian Equity ETF (ZLB $58.46)
  • $58.46 P/E (TTM): 17.2X Cap: $5.85B
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• BMO US High Dividend Covered Call ETF (ZWH $25.78)
  • $25.78 P/E (TTM): 18.85X Cap: $1.09B
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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 $62.35)
  • $62.35 P/E (TTM): 36.71X Cap: $92.30B
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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 $19.66)
  • $19.66 Cap: $1.32B
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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 $85.69)
  • $85.69 P/E (TTM): 159.13X Cap: $39.84B
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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