Investment Q&A

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 32.82X
  • View CARR.WI Profile
  • View Questions on CARR.WI
• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
  • View RTX Profile
  • View Questions on RTX

Q: Hello, my shares of UTX have just been converted into shares of CARR (14%), OTIS (22%) and RTX (64%) respectively. I do not want to have too many stocks in my portfolio, do you think it is ok to keep just one of these three companies? If yes, which one would you keep? Why? Thanks, Gervais

Upvote 0

Read Answer Asked by Gervais on April 09, 2020

• The Boeing Company (BA $210.73)
  • $210.73 Cap: $159.34B
  • View BA Profile
  • View Questions on BA
• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
  • View RTX Profile
  • View Questions on RTX

Q: Would you switch BA to RTX (or another US company in the same sector) in light of what has happened to BA in the last while (MAX issues, dividend suspension, gov't bailout, etc), or just hang tough for now?

Upvote 0

Read Answer Asked by Mary Ann on April 09, 2020

• Match Group Inc. (MTCH $31.45)
  • $31.45 P/E (TTM): 16.0X Cap: $7.56B
  • View MTCH Profile
  • View Questions on MTCH

Q: I see you made recent comments on Match group. I'm interested and it looks very strong fundamentally (pre covid), very high roic, roe. But debt looked like it could be pretty high and CEO sold a large chunk of shares last month. Can you comment on its financial situation and would you have concerns with it making it through some negative quarters?

Upvote 0

Read Answer Asked by Adam on April 08, 2020

• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
  • View RTX Profile
  • View Questions on RTX

Q: Hello 5i
After the UTXexchange should I bring CARR, OTIS and RTX up to 1% of the portfolio?
Thank you
Stanley

Upvote 0

Read Answer Asked by STANLEY on April 08, 2020

• Zimmer Biomet Holdings Inc. (ZBH $94.71)
  • $94.71 P/E (TTM): 23.81X Cap: $18.76B
  • View ZBH Profile
  • View Questions on ZBH

Q: Hello:
What are your thoughts about Zimmer with over 2 year time frame.
Thank you

Upvote 0

Read Answer Asked by Leslie on April 08, 2020

• Blackrock Enhanced Equity Dividend Trust (BDJ $8.94)
  • $8.94 P/E (TTM): 0.04X Cap: $1.61B
  • View BDJ Profile
  • View Questions on BDJ

Q: Could I please have your opinion of this fund. I am a retired income investor looking for diversification away from Canada. The only knock I can see in it is 30% of the holdings are financials, mainly US banks, which I do not own but like most Canadians I am overweight Canadian financials.

Upvote 0

Read Answer Asked by Don on April 08, 2020

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
  • View GILD Profile
  • View Questions on GILD
• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
  • View MDT Profile
  • View Questions on MDT
• 3M Company (MMM $148.75)
  • $148.75 P/E (TTM): 21.26X Cap: $79.22B
  • View MMM Profile
  • View Questions on MMM
• CAE Inc. (CAE $38.13)
  • $38.13 P/E (TTM): 30.33X Cap: $12.22B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• AstraZeneca PLC (AZN $84.53)
  • $84.53 P/E (TTM): 39.04X Cap: $266.94B
  • View AZN Profile
  • View Questions on AZN
• Novavax Inc. (NVAX $8.33)
  • $8.33 P/E (TTM): 3.61X Cap: $1.35B
  • View NVAX Profile
  • View Questions on NVAX

Q: Hi folks,

Which Cdn and US companies would you consider buying now in relation to their assistance (equipment, internet services, food services, etc...) or solution (vaccines, drugs, etc...) or potential in view of the Covid-19 crisis and why ? Take credits as you see fit.

Please keep yourselves safe,

Jacques ids

Upvote 0

Read Answer Asked by Jacques on April 08, 2020

• Vanguard U.S. Total Market Index ETF (VUN $122.43)
  • $122.43 P/E (TTM): 26.28X Cap: $13.54B
  • View VUN Profile
  • View Questions on VUN
• Vanguard Total Stock Market ETF (VTI $321.80)
  • $321.80 P/E (TTM): 26.9X Cap: $486.08B
  • View VTI Profile
  • View Questions on VTI

Q: Which would you prefer today, VTI or VUN?

Upvote 0

Read Answer Asked by Tony on April 08, 2020

• Twitter Inc. (TWTR)
  • Cap: $41.09B
  • View TWTR Profile
  • View Questions on TWTR
• Snap Inc. Class A (SNAP $7.78)
  • $7.78 Cap: $13.14B
  • View SNAP Profile
  • View Questions on SNAP
• Pinterest Inc. Class A (PINS $30.40)
  • $30.40 P/E (TTM): 11.39X Cap: $20.66B
  • View PINS Profile
  • View Questions on PINS

Q: Hi.
PINS issued Q1 guidance after hours today and the stock price is up over 14%.
Would you please share your opinion on this stock?
Also, what other stock names listed in the US are similar in “business “ like PINS?

Thanks

Upvote 0

Read Answer Asked by ilie on April 08, 2020

• Canadian Pacific Kansas City Limited (CP $104.86)
  • $104.86 P/E (TTM): 23.65X Cap: $97.56B
  • View CP Profile
  • View Questions on CP
• Loblaw Companies Limited (L $56.50)
  • $56.50 P/E (TTM): 6.83X Cap: $67.17B
  • View L Profile
  • View Questions on L

Q: Hi guys,

I hold CP in my portfolio at 3% (still in the green), thinking about switching to L or Costco for a little more security in these difficult times, your thoughts?
Keep safe,
Jim

Upvote 0

Read Answer Asked by jim on April 08, 2020

• Orosur Mining Inc. (OMI $0.42)
  • $0.42 Cap: $161M
  • View OMI Profile
  • View Questions on OMI

Q: Hi There! Albeit a US stock, hor on the Virus trail. Wondering if you have any insight into it.
Thanks!

Upvote 0

Read Answer Asked by Austin on April 08, 2020

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.36)
  • $45.36 P/E (TTM): 16.97X Cap: $635M
  • View XSU Profile
  • View Questions on XSU
• BMO S&P US Small Cap Index ETF (ZSML.U $41.69)
  • $41.69 P/E (TTM): 17.22X Cap: $6M
  • View ZSML.U Profile
  • View Questions on ZSML.U

Q: Peter and team
I was looking for a Canadian equivalent to Russell IWO small cap.
The only one close seems to be ZSML.U. Very small Net Asset Value and likely thinly traded. What are your thoughts and or suggestions.
Thanks
Phil

Upvote 0

Read Answer Asked by Phil on April 07, 2020

• The Kraft Heinz Company (KHC $25.15)
  • $25.15 Cap: $29.76B
  • View KHC Profile
  • View Questions on KHC

Q: Do you think KraftHeinz is a contrarian buy now? What do you view it in the long term?

Upvote 0

Read Answer Asked by David on April 07, 2020

• Paysign Inc. (PAYS $5.35)
  • $5.35 P/E (TTM): 46.42X Cap: $291M
  • View PAYS Profile
  • View Questions on PAYS

Q: I can't see any positive news but the stock is up 30+%. Any idea why?

Upvote 0

Read Answer Asked by Cheryl on April 07, 2020

• Green Plains Inc. (GPRE $9.08)
  • $9.08 Cap: $595M
  • View GPRE Profile
  • View Questions on GPRE

Q: Could you please advise if Green Plains is an investable company?

Upvote 0

Read Answer Asked by Curtis on April 07, 2020

• iShares U.S. Aerospace & Defense ETF (ITA $206.04)
  • $206.04 P/E (TTM): 22.22X Cap: $11.67B
  • View ITA Profile
  • View Questions on ITA
• SPDR S&P Aerospace & Defense ETF (XAR $238.93)
  • $238.93 P/E (TTM): 5.83X Cap: $4.52B
  • View XAR Profile
  • View Questions on XAR

Q: Defense Industry ETFs: Searching the database I do not find any questions on this subject (ITA, XAR, DFEN, FITE, etc.) Would be an allocation to USA industrial exposure outside of tech. Do you have views, suggestions, insights and/or rankings?

Upvote 0

Read Answer Asked by William Ross on April 07, 2020

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX

Q: I owned 500 shares of UTX . How many shares of RTX, otis and Carr will i get in exchange?

Upvote 0

Read Answer Asked by hal on April 07, 2020

• Zoom Communications Inc. (ZM $80.28)
  • $80.28 P/E (TTM): 21.82X Cap: $24.02B
  • View ZM Profile
  • View Questions on ZM

Q: ZM has been on a roll but has now had difficulties with security Any take from this

Upvote 0

Read Answer Asked by Ernest on April 07, 2020

• PennantPark Investment Corporation (PNNT $6.38)
  • $6.38 P/E (TTM): 8.06X Cap: $416M
  • View PNNT Profile
  • View Questions on PNNT

Q: If possible can you kindly comment on PennantPark Investment Corporation.
What caught my attention was significant insider buying in the last 6 weeks.
In addition I was impressed with today's notice to shareholder press release.
nasdaq.com shows a 31% dividend payable Apr. 1. Is that correct ?
Thank-you

Upvote 0

Read Answer Asked by JACK on April 07, 2020

• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
  • View RTX Profile
  • View Questions on RTX

Q: Hi 5iResearch Team,
Any reasons why RTX dropped so much right after the merger was completed.
Cheers,

Upvote 0

Read Answer Asked by Harry on April 07, 2020