Investment Q&A

Q: I'm looking at the 5 microcap stocks listed in the U.S. and wondered if you had thoughts on them or see some red flags?

Upvote 0

Read Answer Asked by Jamie on October 10, 2018

• Box Inc. Class A (BOX $23.58)
  • $23.58 P/E (TTM): 17.6X Cap: $3.37B
  • View BOX Profile
  • View Questions on BOX
• Radcom Ltd. (RDCM $11.63)
  • $11.63 Cap: $185M
  • View RDCM Profile
  • View Questions on RDCM

Q: I have underwater position on Radcom. With all the bad news, I was thinking to switch for Box. Tax loss is not applicable. Your thoughts please.
Thanks

Upvote 0

Read Answer Asked by Daniel on October 10, 2018

• Cognex Corporation (CGNX $53.83)
  • $53.83 P/E (TTM): 83.04X Cap: $8.92B
  • View CGNX Profile
  • View Questions on CGNX

Q: Your current thoughts on cgnx.

Thanks

Upvote 0

Read Answer Asked by Mark on October 10, 2018

• Align Technology Inc. (ALGN $189.02)
  • $189.02 P/E (TTM): 35.06X Cap: $13.63B
  • View ALGN Profile
  • View Questions on ALGN

Q: Hi All at 5i! Align technologies has dropped about 13% since October first. Any idea why? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on October 09, 2018

Q: I'm fortunate enough to have 30 percent sitting in cash during this bout of volatility. Can I please have your top 5 picks for both the US and Canada.

Thanks

Dave

Upvote 0

Read Answer Asked by David on October 09, 2018

• Pitney Bowes Inc. (PBI $10.77)
  • $10.77 P/E (TTM): 12.36X Cap: $1.61B
  • View PBI Profile
  • View Questions on PBI

Q: I have a question about 761
Last question was a year ago. The chart is not looking good down for over 3 years now. Would you buy it for the dividend and when do you see a price reversal ?
Thanks.

Upvote 0

Read Answer Asked by Luc on October 09, 2018

• Cascades Inc. (CAS $12.12)
  • $12.12 Cap: $1.22B
  • View CAS Profile
  • View Questions on CAS

Q: What happened to Cascades today, down 8%?

Upvote 0

Read Answer Asked by Darby on October 09, 2018

• Cencora Inc. (COR $372.65)
  • $372.65 P/E (TTM): 43.94X Cap: $72.49B
  • View COR Profile
  • View Questions on COR
• Digital Realty Trust Inc. (DLR $178.69)
  • $178.69 P/E (TTM): 49.19X Cap: $61.40B
  • View DLR Profile
  • View Questions on DLR

Q: Good evening

Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam

Thx

Upvote 0

Read Answer Asked by sam on October 09, 2018

• Costco Wholesale Corporation (COST $1,002.77)
  • $1,002.77 P/E (TTM): 68.52X Cap: $445.09B
  • View COST Profile
  • View Questions on COST

Q: Good evening
Given recent results, is this a good time to take an initial position in COST? Or, are there other consumer defensive stocks you would prefer?
Thx

Upvote 0

Read Answer Asked by sam on October 09, 2018

• Intuitive Surgical Inc. (ISRG $496.25)
  • $496.25 P/E (TTM): 62.53X Cap: $176.23B
  • View ISRG Profile
  • View Questions on ISRG

Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.

Upvote 0

Read Answer Asked by sam on October 09, 2018

• Box Inc. Class A (BOX $23.58)
  • $23.58 P/E (TTM): 17.6X Cap: $3.37B
  • View BOX Profile
  • View Questions on BOX

Q: I got a little caught up in the hype on this one a few months back. Do you feel it is worth continuing to hold at these levels for the company prospects as it looks like the chart has broken down significantly? Thanks again.

Upvote 0

Read Answer Asked by Mark on October 09, 2018

• Stanley Black & Decker Inc. (SWK $84.04)
  • $84.04 P/E (TTM): 30.1X Cap: $13.03B
  • View SWK Profile
  • View Questions on SWK

Q: Can I get your opinion on Stanley Black and Decker? I’m looking to diversify into the industrial space, would now be a good entry point?

Upvote 0

Read Answer Asked by Dan on October 09, 2018

• Kinder Morgan Inc. (KMI $33.89)
  • $33.89 P/E (TTM): 26.8X Cap: $75.39B
  • View KMI Profile
  • View Questions on KMI

Q: Hello team, Is this company worth looking at this level?

Upvote 0

Read Answer Asked by Pradip on October 09, 2018

Q: Do you have any information/insight you can share about Cool Holdings in the US?

Upvote 0

Read Answer Asked by Gary on October 09, 2018

• Alphabet Inc. (GOOG $306.36)
  • $306.36 P/E (TTM): 28.83X Cap: $3.77T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $182.48)
  • $182.48 P/E (TTM): 47.53X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Atlassian Corporation (TEAM $73.80)
  • $73.80 Cap: $19.46B
  • View TEAM Profile
  • View Questions on TEAM
• The Trade Desk Inc. (TTD $24.32)
  • $24.32 P/E (TTM): 27.78X Cap: $11.51B
  • View TTD Profile
  • View Questions on TTD

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Upvote 0

Read Answer Asked by Bruce on October 09, 2018

• Amazon.com Inc. (AMZN $208.39)
  • $208.39 P/E (TTM): 28.63X Cap: $2.23T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $306.52)
  • $306.52 P/E (TTM): 28.81X Cap: $3.77T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $398.55)
  • $398.55 P/E (TTM): 24.04X Cap: $2.95T
  • View MSFT Profile
  • View Questions on MSFT
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Upvote 0

Read Answer Asked by Anna on October 09, 2018

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
  • View EBIX Profile
  • View Questions on EBIX

Q: Anything serious going on with Ebix? A huge drop today, apparently on change of auditor.

Upvote 0

Read Answer Asked by Andrew on October 09, 2018

• NIC Inc. (EGOV $34.00)
  • $34.00 P/E (TTM): 26.24X Cap: $2.28B
  • View EGOV Profile
  • View Questions on EGOV

Q: Would you have any interest in this U.S. company at this time? I like the customer and it looks cheap. THANKS

Upvote 0

Read Answer Asked by John on October 05, 2018

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $98.17)
  • $98.17 P/E (TTM): 33.18X Cap: $1.34B
  • View HXQ Profile
  • View Questions on HXQ

Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

Upvote 0

Read Answer Asked by Rossana on October 05, 2018

• Atlassian Corporation (TEAM $73.80)
  • $73.80 Cap: $19.46B
  • View TEAM Profile
  • View Questions on TEAM

Q: Hi Folks

Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.

Upvote 0

Read Answer Asked by El-ann on October 05, 2018