Investment Q&A

• Block Inc. Class A (SQ)
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Q: Hi 5i team,

As you know, on Monday Visa bought Plaid, a private fintech company, for $5.3 billion. Plaid has been described as the “plumbing” that connects the fintech companies. Do you know how that valuation compares to SQ or if they are directly comparable? SQ is trading at 7x sales. That is a low valuation compared to peers such as PYPL, V or MA. I do not know what Plaid’s annual sales are, as I don’t think it was revealed in the purchase transaction. I have always kept a basic position in SQ, thinking that one day it would be a nice fit for a big bank or tech company. Is that day more likely with the Plaid acquisition by V and how do the valuations compare?

Thanks again.
Dave

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Read Answer Asked by Dave on January 16, 2020

• Gilead Sciences Inc. (GILD)
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• Knight Therapeutics Inc. (GUD)
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Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!

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Read Answer Asked by Keith on January 16, 2020

• Universal Display Corporation (OLED)
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Q: Hi folks,
The last question you've received on this company is almost a year old. What's your latest take on this baby. Thank you for all you do for your membership.
Andy

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Read Answer Asked by Andrew on January 16, 2020

• Activision Blizzard Inc (ATVI)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Which company has the better growth potential? Thanks

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Read Answer Asked by Curtis on January 16, 2020

Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B

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Read Answer Asked by Mike on January 16, 2020

• Raytheon Company (RTN)
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Q: I was thinking about getting some aerospace/defence exposure and wondered if you thought Raytheon was the go to name in that space and at this time? Do you know anything about a French aerospace company called Safran enuff to comment on it as well? Many thanks

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Read Answer Asked by Martin on January 15, 2020

• Teladoc Health Inc. (TDOC)
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Q: Hi Folks, This morning my TDOC shares jumped nearly 13% - a delightful surprise. Apparently as a result of a newly announced acquisition of In Touch. I would appreciate your comments on the pending acquisition and outlook going forward.
Thanks

Ros

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Read Answer Asked by Ross on January 15, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: The rest of the software sector has recovered quite nicely with many testing new highs but VEEV seems to not be participating. Any thoughts? I thought that software combined with the medical space would be a big winner but it seems to languish a bit (do realize that it has done well over last year)

Thanks

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Read Answer Asked by Bryan on January 15, 2020

• International Business Machines Corporation (IBM)
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Q: Hello everyone at 5i! I presently hold IBM, and have done so for several years. Other than a decent dividend, it has not done much. I was wondering, should I continue to hold it, or swap it up for Microsoft or Apple, for a little more growth? From a value perspective, would now be a time to do so? And if so, what would you suggest? Cheers, Tamara

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Read Answer Asked by Tamara on January 15, 2020

• Lumentum Holdings Inc. (LITE)
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Q: Any news why LITE is down today? What's your take on the company - sell, hold or buy?

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Read Answer Asked on January 15, 2020

• Miscellaneous (MISC)
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Q: Can I get your thoughts on this Hong King listed company.

Thanks

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Read Answer Asked by Scott on January 15, 2020

• Baylin Technologies Inc. (BYL)
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• Stereotaxis Inc. (STXS)
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Q: Both BYL and STXS are slow to grow. Looking forward which do you think has better growth potential in the next 2 years? (Given one is CDN and one US and in different fields)

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Read Answer Asked by John on January 15, 2020

• DISH Network Corporation (DISH)
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Q: hi, what is your opinion on DISH as an investment in a growth oriented portfolio?

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Read Answer Asked by Kel on January 15, 2020

• New Relic Inc. (NEWR)
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Q: Hi Everyone! Me again. I have a small holding of New Relic in my TFSA, and would like to swap it for another tech stock with better growth prospect for a long term hold. Any suggestions? Thank you, Tamara

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Read Answer Asked by Tamara on January 15, 2020

• iShares Floating Rate Bond ETF (FLOT)
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• Manulife Multifactor Developed International Index ETF (MINT)
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Q: hi there,

I have used FLOT to park US cash historically but i have been looking at SLQD in the US as it looks like it has outperformed FLOT and has a higher yield. Can you comment on the differences. Is there any reason i would not switch to SLQD (BTW this ticker does not come up in your drop down)

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Read Answer Asked by kelly on January 15, 2020

• Dynatrace Inc. (DT)
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Q: Good morning and thank you for your service. Can I get your opinion on Dynatrace.?

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Read Answer Asked by Kevin on January 15, 2020

• American Express Company (AXP)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: I want to get a position in the cc area on the cashless system as we use very little cash and feel the future for Visa ,amex ,PayPal etc.is very bright. Please advise which you consider the best company for capital preservation as well as appreciation.
Cheers,Doug

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Read Answer Asked by Doug on January 15, 2020

• Delta Air Lines Inc. (DAL)
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• Southwest Airlines Company (LUV)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: What would be your top recommendation in the airline sector, US or CAN. Thank you

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Read Answer Asked by Albert on January 15, 2020

• Verizon Communications Inc. (VZ)
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Q: Since reaching it’s December 2019 52 week high Verizon has fallen approximately 5%. I can find no news as to why this decrease has occurred. Would you know why? Thanks … Cal

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Read Answer Asked by cal on January 15, 2020

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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Q: Greetings and Happy New Year,

What are your thoughts on QYLD? The yield is nice but has it underperformed its benchmark overall?

Cheers!

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Read Answer Asked by Duane on January 15, 2020