Investment Q&A

• Health Catalyst Inc (HCAT)
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• Livongo Health Inc. (LVGO)
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Q: Hello,
Above both company recently had IPO , I just want it is better to invest in one of the company for the future growth & which company has high potential growth
Thx

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Read Answer Asked by Jigneshbhai on August 01, 2019

• Procter & Gamble Company (The) (PG)
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• Unilever NV (UN)
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Q: Hello, Unilever seems cheap when compared to P&G. Would you consider it a mispriced security. What are your thoughts on a longterm buy and hold? People still buy thier detergents an soaps in large numbers...Thanks.
Shyam

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Read Answer Asked by Shyam on August 01, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Hi Could you please comment on company's earnings. There has been talk of company benefitting from Amazon's same day delivery plans and it being sort of a monopoly in Canadian market. Are you comfortbale with taking a small position ? Thanks

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Read Answer Asked by rajeev on August 01, 2019

• Carpenter Technology Corporation (CRS)
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Q: Though US companies are not a mainstay of your work, can you provide an opinion on this company? I have a small position. It seems to have many strong attributes but it is not moving up. Can you suggest whether you see it as one to be added to or whether it should be sold, and please explain why you have that view. Thanks for your excellent service.

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Read Answer Asked by Leonard on July 31, 2019

• Pfizer Inc. (PFE)
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Q: Hello, regarding Pfizer & Mylan you say that it is an interesting deal. Then how do you explain the negative market reaction of the last 2 days? Is there something investors do not like? Thanks, Gervais

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Read Answer Asked by Gervais on July 31, 2019

• Activision Blizzard Inc (ATVI)
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Q: How do you feel about Activision-Blizzard's future over the next 3-5 years? They seem to have been relatively quiet the past little while and their stock seems to have steadied the past 6-ish months. But they've got a very respectable line-up of franchises that are due for some big releases (Warcraft, Diablo, Overwatch, etc.) and a huge fan base. Plus the vague rumours of possibly something with Disney. Is now a good time to enter for a minimum 3-5+ year hold? Thank you!

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Read Answer Asked by Laxmyharan on July 31, 2019

• The Walt Disney Company (DIS)
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Q: Hi folks
Looking to add DISNEY to my TFSA - they report earnings on Aug. 6th - would you recommend I wait for them to report or should I just go in with the hopes that they beat expectations ? Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on July 31, 2019

• RingCentral Inc. Class A (RNG)
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Q: Last year I asked about RingCentral. You gave a positive review & I
bought a small amount.

Why all the excitement today?

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Read Answer Asked by claudette on July 30, 2019

• Regeneron Pharmaceuticals Inc. (REGN)
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Q: Do you think Regn is a buy at this price?

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Read Answer Asked by Mike on July 30, 2019

• Saratoga Investment Corp New (SAR)
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Q: Good morning from the left coast
I would appreciate your opinion of this company as a long term hold in the Income Portfolio, thanks Rick

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Read Answer Asked by Richard on July 30, 2019

• Abbott Laboratories (ABT)
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Q: What is your opinion of ABT at this price?
Thnx

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Read Answer Asked by David on July 30, 2019

• Atlassian Corporation (TEAM)
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Q: Hi Team, what is your take on the earnings report. It's giving up everything (almost) it gained on Friday. I don't know if I missed anything on the report but I would like you take before I pick up some more. Thank-you in advance. Sam

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Read Answer Asked by sam on July 30, 2019

• Cummins Inc. (CMI)
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Q: greetings,

Looking to trim a few overweight positions including Cummins. However this one continues to do well so i am a little reluctant to move on it. It is a 6% of my US portfolio and i usually like to keep positions at 4%. Do you think its funadamentals deserve a bit more time to run?

Thanks

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Read Answer Asked by kelly on July 30, 2019

• Blackstone Inc. (BX)
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Q: Do you have any thoughts on the London Stock Exchange/Refinitive deal, particularly concerning Blackstone's involvement and potential benefit? I understand this isn't an area you concentrate on but may still be able to comment.

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Read Answer Asked by Larry on July 30, 2019

• ServiceNow Inc. (NOW)
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Q: Hello who are Now’s main competitors? Can you speak about their competitors respective revenue growth rates? What are NOw’s main risks?

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Read Answer Asked by Cory on July 30, 2019

• Pfizer Inc. (PFE)
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Q: Could you please comment on their deal with Mylen.

Thanks,
Milan

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Read Answer Asked by Milan on July 30, 2019

• Medtronic plc. (MDT)
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• Stryker Corporation (SYK)
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Q: Good morning,
I would like to add a US health care name to my portfolio. Considering MDT or SYK. Which do you prefer or do you have a better idea? I currently own IHI.
Thanks, Dennis

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Read Answer Asked by Dennis on July 30, 2019

• Alteryx Inc. Class A (AYX)
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Q: Hi guys

AYX reprorts on July 31st and you mentioned a bit of a loss to be reported. It is down today and my question is should I take a bit off the table now? Or do you feel AYX will just bounce back or drop more?
It has been such a strong stock.
Thanks for all you do. Its been a great 5 years and I look forward to the next!

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Read Answer Asked by El-ann on July 29, 2019

• Repligen Corporation (RGEN)
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Q: Hi guys, I’d like your thoughts on RGEN. Buy/Sell/Hold?

Thanks!

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Read Answer Asked by Colin I on July 29, 2019

• Rapid7 Inc. (RPD)
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Q: What would 5i's top 3 picks in each of these categories be? (US and Can).
1) Artificial Intelligence
2) Cloud
3) Internet Security

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Read Answer Asked by George on July 29, 2019