Investment Q&A

Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: Aurinia Pharma is having a patent concern along with slow sales that’s brought the the stock price down from the 30s to 8 dollars. What do you think about Aurinia and it’s prospects. Is it a buy hold or sell.

Q: What do you realistically think would be a good price to buy Google considering the volatility in the markets these days? Under $110?

Q: Hi 5i,

I have small positions in each of these three travel businesses. I was thinking of selling one to add to the other two, in an effort to be more efficient in my holdings. Would this be a good idea or would the diversification of holding all three be worthwhile?

If selling one, which would be your choice and why? I know you have recommended BKNG in the past but I sometimes wonder whether the other two have a stronger moat?

Growth investor with a long-term time frame.

Thank you, Doris

Q: Hi 5i, Can I get your take on these 3 companies - current valuation, growth prospects, balance sheet…? I currently hold ILMN. Should I add to ILMN or diversify in the diagnostics/research field by adding TMO or A, and if so, which if the two would you prefer? Growth investor with a long-term time frame.
Thank you, Doris

Q: Hi team,

Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?

Have a good day,

Jacques IDS

Q: Hello 5I,
I am down 45% on apps. Just wondering if I should hold on because it is cheap and it could recover and put me back positive? Or sell and move on? If move on what would be a alternatives with similar upside etc?
Thanks

Q: AEO seems to have great numbers but incredible volatility. Is it a reasonably safe dividend stock in the context of an otherwise bank, insurance company and money-manager heavy portfolio?

Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.

Q: What are your thoughts on capri.
It appears to be trading at 1.2x sales which seems very low.
Could I be missing a red flag somewhere?
Thanks

Q: would appreciate your outlook and comments on biotech firm VERTEX.
are their primary products reletively safe and expected to do well?
Ed

Q: Please give me your view on this company for a 5 year hold Re potential for growth; I am ok with moderate risk
Thanks

Q: With 1,000 shares of Alexco I will wind up with 116 shares of Hecla. I'm inclined to just sell and take my losses since I have no other US stocks. Any suggestions??

Q: I own a few hundred shares in Zim largely for the dividend. Today they announced an increase in the quarterly dividend payable Sept 8th to $4.75 yet the shares dropped from over $50. US to under $48. Can you explain this strange behavior. I would have expected it to go the other way.

Q: I am thinking of the selling the above stocks for a tax loss as I am down significantly. Could you rank these stocks as to which you would sell first to last.
Also I still have quite a bit of stock in technology and was thinking of investing the money in a general ETF mimicking the market. Which ETF would you recommend.

Q: what would you suggest for a solid health care position in Canada or the USA? I have UNH. I was looking at HHL but I would like your thoughts on a stock or two. I hope you and the team are enjoying the summer. Thanks Dan.

Q: I have taken a look at my distribution of investments, and determined that I have more room to enter an additional position in the technology space. I was gung-ho on starting a position with Google, until I discovered that Sylogist is currently paying a 6.86% dividend (as of yesterday's closing share price). I currently lean towards investing in more established companies that have been able to maintain market share in their area of operation, and Google definitely fits that description. Would the dividend offer by Sylogist, along with the potential upside, be a more prudent investment with someone who has a five-year time horizon, or is the steady-as-it-goes approach with Google the safer approach? As always, I look forward to your comments and insight. Thanks so much!

Q: Hi 5i,
Reuters reported that WMT has reached a deal with PARA where WMT offers a PARA plus subscription to its WMT plus members. This is certainly beneficial to WMT members as they get a streaming service for no extra charge. PARA has been languishing for some time, with all the other streamers. Do you see any financial benefits to PARA from this deal any potential boost to its prospects in the streaming wars?
Thanks.

Q: What are these Single Stock ETFs all about? There is also AAPU & AAPD. Are they worth investing in?

Many Thanks!