Investment Q&A

• Alphabet Inc. (GOOGL $318.58)
  • $318.58 P/E (TTM): 29.58X Cap: $3.84T
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Q: When buying American stocks how would you factor in the exchange rate?

When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.

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Read Answer Asked by Mark on October 14, 2016

• RioCan Real Estate Investment Trust (REI.UN $18.86)
  • $18.86 P/E (TTM): 86.14X Cap: $5.56B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.90)
  • $170.90 P/E (TTM): 35.03X Cap: $2.75B
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Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?

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Read Answer Asked by Grant on October 14, 2016

• Ulta Beauty Inc. (ULTA $514.59)
  • $514.59 P/E (TTM): 19.79X Cap: $23.07B
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Q: I have read your comments about companies records of meeting/missing/beating estimates. ULTA just raised their guidance and is up over 10% at the moment, but where would I find their record of beating estimates?
Thx as always.

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Read Answer Asked by Rick on October 14, 2016

• Netflix Inc. (NFLX $106.97)
  • $106.97 P/E (TTM): 4.36X Cap: $453.26B
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Q: Dear team, After the recent surge in price, netflix stock is coming down. In your opinion, is it worth to re enter again now? Do the reasons for the recent volatality in stock still hold good? Thanks in advance

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Read Answer Asked by Sriram on October 13, 2016

• Novo Nordisk A/S (NVO $44.97)
  • $44.97 P/E (TTM): 13.57X Cap: $363.68B
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Q: What are your thoughts on this company. Significant price correction recently. Is it a good entry point for a long term, 10yr, investment? Thx

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Read Answer Asked by Hari on October 13, 2016

• The Walt Disney Company (DIS $101.94)
  • $101.94 P/E (TTM): 15.22X Cap: $181.99B
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Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.

The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/

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Read Answer Asked by Max on October 13, 2016

• JPMorgan Chase & Co. (JPM $298.00)
  • $298.00 P/E (TTM): 14.75X Cap: $811.23B
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Q: Currently holding 500 plus shares of Jpm in my rrsp and have for a maybe 3 years now, if I was to sell, what name/ names would you suggest as a buy.. Am sitting on a bit of cash already.
Am 61 years of age and in good health.

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Read Answer Asked by Warren on October 12, 2016

• Twilio Inc. Class A (TWLO $124.39)
  • $124.39 P/E (TTM): 309.15X Cap: $18.27B
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Q: Can you provide any insight on this company?

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Read Answer Asked by Michael on October 12, 2016

• Lumentum Holdings Inc. (LITE $299.36)
  • $299.36 P/E (TTM): 156.8X Cap: $21.22B
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Q: I realize Lumentum trades on Nasdaq but could I have your views on the company. It has done well this year but Goldman Sachs just downgraded it. Could the Samsung Galaxy issues have anything to do with it? Would you advise holding or selling?

thank you

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Read Answer Asked on October 11, 2016

• Gilead Sciences Inc. (GILD $125.27)
  • $125.27 P/E (TTM): 19.6X Cap: $155.41B
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Q: I have a position in Gilead and have set a target price of $70(US) to add to my holding. Would you agree with this position? Thanks for your advice on this matter

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Read Answer Asked by Bob on October 11, 2016

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Miscellaneous (MISC)
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Q: Currently I have 10K in US cash that I would like to deploy. Could you suggest 3 mid-cap names that have decent momentum and growth potential?
Thank You

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Read Answer Asked by luke on October 11, 2016

• Express Scripts Holding Company (ESRX $92.33)
  • $92.33 Cap: $52.06B
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Q: I have had ESRX.us for some time. I show a loss (it's down another >5% just in recent months). The company pays no dividend. Are its prospects good enough to advise patience? (I can’t use the tax loss). I saw your comment on CVS on Oct 7. That comment prompts me to ask you whether ESRX is worth holding? I looked at some analyses done by 'less superficial' analysts. I found opinions are at significant variance. I therefore ask your opinion , which would be more substantive and more trustworthy. Your opinion on what might be the optimal action would be very helpful. Thank you.

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Read Answer Asked by Adam on October 11, 2016

• Miscellaneous (MISC)
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Q: If you roughly applied the same thinking you do to identify your Canadian "Growth" "Income" and "Balanced" selections; would you be able to suggest a few ( say 3 Balanced, 3 Income and 2 Growth) US stocks that would fit into each category?

Thanks,
Terry

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Read Answer Asked by Terry on October 11, 2016

• Becton Dickinson and Company (BDX $190.96)
  • $190.96 P/E (TTM): 35.14X Cap: $54.73B
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Q: Could I please have your comments on this stock. I am considering it for a long term investment. It is a top holding in the Mawer Global Equity fund. Is there another US stock in this sector that you would prefer? Thanks Brian

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Read Answer Asked by Brian on October 11, 2016

• Procter & Gamble Company (The) (PG $146.98)
  • $146.98 P/E (TTM): 22.03X Cap: $343.45B
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Q: Hi, I tendered my PG shares to receive COTY. But since then the COTY shares have been dropping. I am assuming I should ignore the daily share movements and just consider this as a long term investment. Please let me know your thoughts on this. Thanks. Shyam

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Read Answer Asked by Shyam on October 11, 2016

• UnitedHealth Group Incorporated (DE) (UNH $319.05)
  • $319.05 P/E (TTM): 16.69X Cap: $289B
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Q: Is United Health (UNH.us) one to sell given the unusual political volatility? My question was also prompted by my renewed awareness that I may have over-allocated funds to bio-tech companies, and older-line pharmaceutical companies listed in the US and Europe. UNH is neither bio-tech nor pharma, but would it be safe from the ongoing and apparently increasing Congressional frustration with the entire industry.How would the abolition of the Advanced Health Care Act affect UNH? I am fine riding out the political yelling, so long as you think UNH still has a good future, with dividend growth and some price appreciation.

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Read Answer Asked by Adam on October 11, 2016

• Miscellaneous (MISC)
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Q: I am attempting to enter some Vanguard U.S. $ ETFs into my watchlist. It will take VGG , but not VOO, or VTWO or IWR or VIG.

Any thoughts

Thank you

Paul

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Read Answer Asked by paul on October 11, 2016

• Union Pacific Corporation (UNP $224.50)
  • $224.50 P/E (TTM): 19.22X Cap: $133.16B
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Q: Is UNP a hold? All the blabbing about over-valued markets have me wondering if UNP is one to sell. This question is prompted by thoughts including, amongst others: UNP’s moat not particularly wide; economic uncertainties; better values available elsewhere.

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Read Answer Asked by Adam on October 07, 2016

• Thermo Fisher Scientific Inc (TMO $586.07)
  • $586.07 P/E (TTM): 33.94X Cap: $220.19B
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Q: Not a Canadian company but do you have any thoughts on this U.S. behemoth?

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Read Answer Asked by Kim on October 07, 2016

• Workday Inc. (WDAY $226.64)
  • $226.64 P/E (TTM): 104.72X Cap: $60.51B
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Q: Could you please give me your thoughts on WDAY as an investment for the long term. They are a company that has convinced a lot of employers to use their services over the last few years so their future looks promising to me.

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Read Answer Asked by Geoffrey on October 07, 2016