Investment Q&A

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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Q: Walgreens announced last week that it will sell it's drug wholesale business for $6.5B. Do you think that deal is good for walgreen and that they will use the money to reduce their large debt ? Thanks

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Read Answer Asked by jean on January 15, 2021

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Intuit Inc. (INTU $641.79)
  • $641.79 P/E (TTM): 47.18X Cap: $178.93B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1139.6X Cap: $16.43B
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• Workday Inc. (WDAY $233.18)
  • $233.18 P/E (TTM): 110.8X Cap: $62.25B
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• ServiceNow Inc. (NOW $888.71)
  • $888.71 P/E (TTM): 115.47X Cap: $184.85B
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• MongoDB Inc. (MDB $314.44)
  • $314.44 Cap: $25.58B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
  • $280.66 P/E (TTM): 40.71X Cap: $1.45T
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
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Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US

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Read Answer Asked by Joanne on January 15, 2021

• Adobe Inc. (ADBE $337.51)
  • $337.51 P/E (TTM): 22.29X Cap: $141.28B
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• Oracle Corporation (ORCL $292.96)
  • $292.96 P/E (TTM): 68.42X Cap: $832.50B
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• Walmart Inc. (WMT $101.84)
  • $101.84 P/E (TTM): 38.26X Cap: $811.95B
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Q: Would there be any recent news on the walmart or oracle take over of tiktok or have the courts thrown it out i own oracle and if there is no chance of seeing them buying tiktok i'm wondering if adobe would be a better stock to own.

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Read Answer Asked by dennis on January 15, 2021

• Costco Wholesale Corporation (COST $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
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• Garmin Ltd. (Switzerland) (GRMN $248.03)
  • $248.03 P/E (TTM): 31.67X Cap: $47.74B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Starbucks Corporation (SBUX $78.46)
  • $78.46 P/E (TTM): 34.39X Cap: $89.18B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
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• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
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• Pinterest Inc. Class A (PINS $30.40)
  • $30.40 P/E (TTM): 11.39X Cap: $20.66B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• Cerence Inc. (CRNC $10.58)
  • $10.58 Cap: $458M
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• Trane Technologies plc (TT $414.14)
  • $414.14 P/E (TTM): 33.23X Cap: $92.15B
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• Unity Software Inc. (U $36.08)
  • $36.08 Cap: $15.24B
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Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

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Read Answer Asked by Wes on January 15, 2021

• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
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Q: Mastercard was down 5.58% today and Visa was down 3.32%. The DJ and Nasdaq were flat on the day. Can you explain the large decline. Thx
Michael

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Read Answer Asked by Michael on January 15, 2021

• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
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Q: Goid morning

Whats happening to MDT? Plummeting as of 9pm Thursday night.
Thank you

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Read Answer Asked by El-ann on January 15, 2021

• Netflix Inc. (NFLX $1,220.08)
  • $1,220.08 P/E (TTM): 52.45X Cap: $518.44B
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Q: After a nice initial run from the March lows, Netflix has been in a trading range since last July and is at the lower end near $500. Do you like the company enough to feel this is a decent entry point for an investor to start legging in or is Freddy Krueger lurking? Thanks

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Read Answer Asked by Michael on January 15, 2021

• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
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Q: Hi Peter & Team
I am considering buying either AMD, NTC Intel or TSC Taiwan Semiconductor.
Please explain which one you would choose and way.
I value your expertise.
Ron

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Read Answer Asked by Ron on January 14, 2021

• Intel Corporation (INTC $36.37)
  • $36.37 Cap: $159.19B
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Q: With intel having a new CEO, do you think its story is changing? Would you recommend to buy at today's price for a long term holding? Thank you for your service.

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Read Answer Asked by David on January 14, 2021

• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
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Q: Is Veeva’s (VEEV) conversion to a Public Benefit Corporation likely to have any negative impact on its share price over the long term? Thank you

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Read Answer Asked by Paul on January 14, 2021

• Intel Corporation (INTC $36.37)
  • $36.37 Cap: $159.19B
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• Ford Motor Company (F $11.41)
  • $11.41 P/E (TTM): 14.74X Cap: $45.41B
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• General Motors Company (GM $55.35)
  • $55.35 P/E (TTM): 8.58X Cap: $52.69B
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Q: Hello 5i team. I wanted to get your opinion regarding these companies. With investment in Rivian by Ford, GM's EV product and new cars, they both seem like good value opportunities with upside. Can you compare the two from a valuation perspective, and give your opinion?

Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?

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Read Answer Asked by Fabio on January 14, 2021

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
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• Johnson & Johnson (JNJ $190.72)
  • $190.72 P/E (TTM): 20.44X Cap: $459.31B
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• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
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• Merck & Company Inc. (MRK $85.99)
  • $85.99 P/E (TTM): 13.49X Cap: $214.78B
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• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.43X Cap: $140.88B
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
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• DexCom Inc. (DXCM $65.12)
  • $65.12 P/E (TTM): 47.61X Cap: $25.53B
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Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on January 14, 2021

• DexCom Inc. (DXCM $65.12)
  • $65.12 P/E (TTM): 47.61X Cap: $25.53B
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Q: Hi Peter,
The market did not take kindly to the revenue guidance for 2021 even if the growth rate would be 20%? Were the expectations from Europe much higher than what the company expects? What is your view? With its current valuation and projected growth, would you expect the stock price to stagnate? Unless they promise low and deliver over?

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Read Answer Asked by Rajiv on January 14, 2021

• Lucid Group Inc Com (CCIV $24.25)
  • $24.25 Cap: $55.35B
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Q: Hi gang, any news on cciv Heavy volume? Any information about this company? Thanks
Alnoor

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Read Answer Asked by Alnoor on January 14, 2021

• General Motors Company (GM $55.35)
  • $55.35 P/E (TTM): 8.58X Cap: $52.69B
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Q: Please comments recent GM 's price pop. I have some GM shares, do you think I should add more today for a long term holding? Thank you!

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Read Answer Asked by David on January 14, 2021

• Green Thumb Industries Inc (GTII)
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• Cresco Labs Inc (CL $1.85)
  • $1.85 Cap: $689M
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Q: Can you please give me your thoughts on these companies growth in the next couple of years. would you recommend buying please rank best first Deduct the appropriate number of questions Thanks for this help Claude

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Read Answer Asked by Claude on January 14, 2021

• John Wiley & Sons Inc. (JW.A)
  • P/E (TTM): 20.5X Cap: $3.03B
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• Pearson Plc (PSO $13.94)
  • $13.94 P/E (TTM): 16.43X Cap: $9.06B
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• RELX PLC PLC American Depositary Shares (Each representing One) (RELX $44.82)
  • $44.82 P/E (TTM): 32.82X Cap: $83.47B
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Q: Hi, what are your thoughts on these companies and which, if any, would you recommend? I'm thinking of adding one or two to my TFSA portfolio. Thanks!

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Read Answer Asked by Keith on January 14, 2021

• American Airlines Group Inc. (AAL $11.52)
  • $11.52 P/E (TTM): 12.91X Cap: $7.60B
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• Carnival Corporation (CCL $27.69)
  • $27.69 P/E (TTM): 14.44X Cap: $37.54B
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• Delta Air Lines Inc. (DAL $57.48)
  • $57.48 P/E (TTM): 8.64X Cap: $37.53B
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• Southwest Airlines Company (LUV $31.29)
  • $31.29 P/E (TTM): 48.37X Cap: $16.43B
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• Air Canada Voting and Variable Voting Shares (AC $18.06)
  • $18.06 P/E (TTM): 4.96X Cap: $5.34B
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• Norwegian Cruise Line Holdings Ltd. (NCLH $22.45)
  • $22.45 P/E (TTM): 15.74X Cap: $10.14B
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Q: Hi, my respected 5i team
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.

Thanks in advance!

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Read Answer Asked by Jane on January 14, 2021

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
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Q: Hi,

I had Gilead for a few years and am still down 15%. Do you think it has upside from here, or do you have a better health care stock in the US? I'm medium risk investor with mostly BE portfolio.

Thanks,
Steve

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Read Answer Asked by Steven on January 14, 2021

Q: Good morning 5i team!

I am considerably underweight in healthcare stocks. I do own Well, and I have considered Doc. I was wondering your thoughts on Personalis as I do not see any questions relating to this company. Thank you for your great service.

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Read Answer Asked by Meghan on January 14, 2021