Investment Q&A

• XPEL Inc. (XPEL $33.89)
  • $33.89 P/E (TTM): 19.34X Cap: $937M
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Q: Any news on XPEL today? Stock was up over 10% this morning on huge volume.

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Read Answer Asked by David on January 22, 2020

• Duke Energy Corporation (Holding Company) (DUK $127.02)
  • $127.02 P/E (TTM): 20.28X Cap: $98.77B
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• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.43X Cap: $140.88B
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• AT&T Inc. (T $25.87)
  • $25.87 P/E (TTM): 14.83X Cap: $184.98B
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• Verizon Communications Inc. (VZ $39.85)
  • $39.85 P/E (TTM): 9.52X Cap: $168.02B
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Q: Hi 5i
Recent takeovers have left me with uninvested funds. I'm looking to re-invest that cash into income generating (US stocks preferably) undervalued positions providing 3 - 5 % dividends.
What would you suggest I have a look at ?
Also, PA shows that I'm light on utilities and telecoms but the suggestions don't need to be limited to these sectors.
Thanks
Mike

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Read Answer Asked by mike on January 22, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Honeywell International Inc. (HON $200.91)
  • $200.91 P/E (TTM): 23.23X Cap: $127.55B
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Q: What would be your favorite U.S. industrials for the near and longer term? Either mid-cap or large cap would be great!

TIA!

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Read Answer Asked by Wayne on January 22, 2020

• PayPal Holdings Inc. (PYPL $69.84)
  • $69.84 P/E (TTM): 16.26X Cap: $66.72B
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• 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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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Global Payments Inc. (GPN $82.85)
  • $82.85 P/E (TTM): 15.29X Cap: $20.09B
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Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.

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Read Answer Asked by Mark on January 22, 2020

Q: Huge volume on this one today on news of a new business strategy. Would appreciate any information you may have on this small cap company.
Thanx Gary

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Read Answer Asked by Gary on January 22, 2020

• Jumia Technologies AG American Depositary Shares each representing two (JMIA $11.60)
  • $11.60 Cap: $1.45B
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Q: Please share your recent views on this company. Also, can you please provide 5 names for both Canada and US which have very high risk but very high potential. Thanks

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Read Answer Asked by Imtiaz on January 22, 2020

• Repligen Corporation (RGEN $145.24)
  • $145.24 Cap: $8.17B
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Q: Could you give me an opinion on this stock? Do you think it's a good 5 year hold?

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Read Answer Asked by Wayne on January 22, 2020

• Cloudflare Inc. Class A (NET $213.82)
  • $213.82 Cap: $74.51B
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Q: I am looking at this stock. Wondering if you had any knowledge of it.

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Read Answer Asked by Sandy on January 22, 2020

• Amyris Inc. (AMRS)
  • Cap: $23M
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Q: Hi 5i, Please give us some background and information
on the company's financial stability, debt levels, etc.
What triggered the huge downfall from 500 to 3 dollars?
I guess, is it Investable now or ever?
Thanks
Fernando

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Read Answer Asked by Fernando on January 22, 2020

• Sisecam Resources LP Com Unit Ltd Partnership Int (CINR)
  • P/E (TTM): 21.9X Cap: $388M
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Q: Your thoughts on this company please.

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Read Answer Asked by Tom on January 22, 2020

• 3M Company (MMM $148.75)
  • $148.75 P/E (TTM): 21.26X Cap: $79.22B
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• Raytheon Company (RTN $116.96)
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• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 38.23X Cap: $35.12B
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Q: hello 5i
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you

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Read Answer Asked by Les on January 22, 2020

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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Q: It seems Amazon will disrupt the pharmacy business worldwide with the announcement today (Jan.21) of an opening in 3 countries. Stock reacted with a nice pop on heavy volume. PillPack was a $750 mm business when Amazon bought it 18 months ago; how big is it now and what do you think of its potential?

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Read Answer Asked by Jeff on January 22, 2020

• TherapeuticsMD Inc. (TXMD $1.04)
  • $1.04 Cap: $12M
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Q: What do you know about the pop in TherapeuticsMD's price today on big volume?
Thank you.

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Read Answer Asked by Steven on January 22, 2020

• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
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Q: Hi,

Could I please get you opinion on ROKU?

Thanks,

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Read Answer Asked by ilie on January 22, 2020

• EverQuote Inc. (EVER $20.58)
  • $20.58 P/E (TTM): 17.46X Cap: $751M
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Q: Hey Guys;

Everquote, if this was a Canadian company, where would you place this, balance or growth portfolio? Also, could you compare this company to a lspd or shop? Finally, would you take a position on it?
Thanks,
Jim

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Read Answer Asked by jim on January 21, 2020

• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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Q: Do you have any idea why BKNG is down $72 (so far) today?

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Read Answer Asked by arnold on January 21, 2020

• Vanguard S&P 500 Index ETF (VFV $162.83)
  • $162.83 P/E (TTM): 28.49X Cap: $26.21B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.33)
  • $101.33 Cap: $2.21B
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• Vanguard S&P 500 ETF (VOO $600.51)
  • $600.51 P/E (TTM): 27.89X Cap: $666.45B
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• Vanguard Dividend Appreciation FTF (VIG $212.59)
  • $212.59 P/E (TTM): 24.54X Cap: $90.06B
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Q: I hold vgg in in TFSA and RRIF accounts , 5 % of my total portfolio. VIG in non registered US account 5% of total portfolio. I’m gradually moving from individual stocks to ETFs to reduce the time required to monitor my investments. Getting up in years .As an aside I’m an experienced investor, previously worked in the investment business. Right now I’m looking at reducing my position in vet and investing in vfv or convert C$ to US$ and buy VOO.
Your thoughts Peter on this or should I look elsewhere?

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Read Answer Asked by Roy on January 21, 2020

• TD U.S. Equity Index ETF (TPU $52.32)
  • $52.32 P/E (TTM): 27.59X Cap: $3.98B
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• TD Canadian Equity Index ETF (TTP $34.18)
  • $34.18 Cap: $3.97B
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Q: These two funds were purchased in part for the dividend income in retirement. I wonder if you could explain why the distribution was lower than expected in the fourth quarter.
Thank you

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Read Answer Asked by Rod on January 21, 2020

• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 71.48X Cap: $31.20B
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• TELUS Corporation (T $21.34)
  • $21.34 P/E (TTM): 33.22X Cap: $32.75B
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Q: Hi 5i:
I believe it would be wise to get in soon on 5G hardware producers, transmission networks, appliance manufacturers.
Aside from Canadian telecom networks I cannot readily identify any Canadian candidates.
Could you suggest Canadian opportunities, as well as a few promising US chip makers, networks, and end users?
Many thanks for your great service.

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Read Answer Asked by David on January 21, 2020

Q: Could you recommend some ETF and stocks which would have commodities as primary investments excluding oil and gas. What is your opinion of having such investments in a well balances portfolio. Also what percentage of such investments would you recommend in a balanced portfolio?

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Read Answer Asked by Miroslaw on January 21, 2020