Investment Q&A

• Bank of Nova Scotia (The) (BNS $93.61)
  • $93.61 P/E (TTM): 23.55X Cap: $116.46B
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• BCE Inc. (BCE $35.43)
  • $35.43 P/E (TTM): 5.31X Cap: $32.96B
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• Enbridge Inc. (ENB $73.32)
  • $73.32 P/E (TTM): 27.95X Cap: $161.88B
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• Sun Life Financial Inc. (SLF $85.34)
  • $85.34 P/E (TTM): 14.15X Cap: $47.60B
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• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 77.98X Cap: $53.38B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.49)
  • $42.49 Cap: $29.79B
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• Methanex Corporation (MX $76.69)
  • $76.69 P/E (TTM): 18.1X Cap: $5.99B
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• CAE Inc. (CAE $35.61)
  • $35.61 P/E (TTM): 32.26X Cap: $11.73B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $62.31)
  • $62.31 P/E (TTM): 23.94X Cap: $31.84B
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• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 38.57X Cap: $44.93B
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• Agnico Eagle Mines Limited (AEM $248.30)
  • $248.30 P/E (TTM): 22.28X Cap: $126.96B
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• Magna International Inc. (MG $71.65)
  • $71.65 P/E (TTM): 18.53X Cap: $20.38B
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• Open Text Corporation (OTEX $30.95)
  • $30.95 P/E (TTM): 13.62X Cap: $7.77B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 134.43X Cap: $219.42B
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Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

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Read Answer Asked by Willie on April 20, 2018

• Atlassian Corporation (TEAM $73.73)
  • $73.73 Cap: $19.67B
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Q: Hello team,

Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...

Have a wonderful weekend!

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Read Answer Asked by Saeed on April 20, 2018

• Xylem Inc. New (XYL $120.44)
  • $120.44 P/E (TTM): 30.52X Cap: $29.29B
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Q: Could you please give a review of this company in terms of free cash flow, debt, dividend pay out and any other metrics that may help in my decision to buy this stock. Thanks.

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Read Answer Asked by Paul on April 20, 2018

• Ichor Holdings (ICHR $46.83)
  • $46.83 Cap: $1.77B
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Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.

Thanks,
Milan

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Read Answer Asked by Milan on April 19, 2018

• Philip Morris International Inc (PM $163.11)
  • $163.11 P/E (TTM): 22.88X Cap: $254.31B
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Q: PM (New York) Down 17% today. A long term hold for me for a high divvy that grows. Should I add? Thanks Ron

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Read Answer Asked by Ronald on April 19, 2018

• United Rentals Inc. (URI $710.47)
  • $710.47 P/E (TTM): 18.79X Cap: $45.35B
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Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.

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Read Answer Asked by Brian on April 19, 2018

• Devon Energy Corporation (DVN $48.66)
  • $48.66 P/E (TTM): 11.55X Cap: $30.24B
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Q: Just your thoughts on DVN (US)

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Read Answer Asked by George on April 19, 2018

• Intuitive Surgical Inc. (ISRG $477.97)
  • $477.97 P/E (TTM): 60.7X Cap: $170.43B
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Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

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Read Answer Asked by Kuldar on April 19, 2018

• Align Technology Inc. (ALGN $173.18)
  • $173.18 P/E (TTM): 30.46X Cap: $12.56B
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Q: Do you know what is up with Align today, the stock is down over 9%? Is it time to sell?

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Read Answer Asked by Nancy on April 19, 2018

• The Kraft Heinz Company (KHC $21.57)
  • $21.57 Cap: $25.75B
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• Mondelez International Inc. (MDLZ $56.21)
  • $56.21 P/E (TTM): 29.88X Cap: $72.41B
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Q: I would appreciate an opinion on two-three year outlook for these two companies.

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Read Answer Asked by William on April 19, 2018

• Johnson & Johnson (JNJ $235.37)
  • $235.37 P/E (TTM): 21.51X Cap: $572.28B
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Q: Hi Team, any thoughts on JNJ's reporting yesterday. The stock is down today, should I pick up more? Thank-you in advance. Sam

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Read Answer Asked by sam on April 19, 2018

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $197.72)
  • $197.72 Cap: $10.55B
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Q: An American stock, but if you have views, may we hear them?

Thank you!

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Read Answer Asked by Kim on April 19, 2018

• BioMarin Pharmaceutical Inc. (BMRN $54.13)
  • $54.13 P/E (TTM): 31.32X Cap: $10.66B
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Q: Hi Peter and Gang,
I would appreciate your thoughts on Biomarin Pharmaceutical Inc. listed on NASDAQ either as a trade or a long-term hold.
Thanks,

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Read Answer Asked by Harry on April 19, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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• Take-Two Interactive Software Inc. (TTWO $200.63)
  • $200.63 Cap: $37.15B
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Q: Dear 5i
I'm having a tough time deciding between ATVI , EA , and TTWO as i believe the online gaming area will have very good growth . How would you rate these three and which would be your top pick and why ?
Thanks
Bill C

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Read Answer Asked by Bill on April 19, 2018

• Lumentum Holdings Inc. (LITE $706.35)
  • $706.35 P/E (TTM): 206.12X Cap: $50.43B
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Q: Hi Peter and Ryan,
Pls give your thought and update assessment on
Lumentum Holdings after Department of Commerce in US banned some of the communications equipment company from dealing with Chinese company ZTE.
What degree of business would affect LITE?

Thanks for your help.

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Read Answer Asked by Pui on April 19, 2018

• Goldman Sachs Group Inc. (The) (GS $813.53)
  • $813.53 P/E (TTM): 15.7X Cap: $240.22B
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Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

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Read Answer Asked by Francois on April 18, 2018

• Nutanix Inc. (NTNX $39.48)
  • $39.48 P/E (TTM): 44.59X Cap: $10.75B
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Q: Could you give an updated assessment of this company please? Thank you.

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Read Answer Asked by Matthew on April 18, 2018

• PepsiCo Inc. (PEP $150.04)
  • $150.04 P/E (TTM): 25.59X Cap: $208.74B
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Q: Hello Folks:
I have owned Pepsi for a number of years.
Do you feel it worth keeping, or would you suggest other choices. Pepsi and MacDonalds are my only food industry holdings.
Thanks for everything
brian

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Read Answer Asked by Brian on April 18, 2018

• FedEx Corporation (FDX $358.85)
  • $358.85 P/E (TTM): 19.35X Cap: $83.72B
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• United Parcel Service Inc. (UPS $95.86)
  • $95.86 P/E (TTM): 14.76X Cap: $81.98B
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Q: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C

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Read Answer Asked by Bill on April 18, 2018

• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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Q: Please comment on the AQN announcement today.

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Read Answer Asked by Geoffrey on April 17, 2018