Investment Q&A

• NovoCure Limited (NVCR $11.73)
  • $11.73 Cap: $1.31B
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Q: It has been awhile since a question on this company.
Can you give me your current analysis and thoughts?
Looking at taking an initial position in an RRSP.
Thanks for all great ideas!

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Read Answer Asked by Thomas on August 15, 2019

• Guardant Health Inc. (GH $58.88)
  • $58.88 Cap: $7.34B
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Q: Regarding Guardiant Health Care which I am typing out the full name as I'm getting a little tired of doing searches on Gamehost to see all the information.... In a a balanced but slightly leaning toward conservative portfolio how much weight should a speculative stock like this be ? I'm thinking on 3.3 % with no other stock quite in that risk factor....{ other than a 1.2% position in TSGI which is about to get the boot } .

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Read Answer Asked by Garth on August 15, 2019

• CI Health Care Giants Covered Call ETF (FHI $10.43)
  • $10.43 P/E (TTM): 57.87X Cap: $106M
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Q: This seems to be a reasonably good way to play the major healthcare industry. I am not sure how the covered call aspect of this ETF would play in a rising market, i.e. is it the same as the tech industry, where a covered call aspect would act as a drag on the performance. Your thoughts please.

Thanks, David

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Read Answer Asked by david on August 15, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.60)
  • $195.60 P/E (TTM): 79.78X Cap: $254.15B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: What would you consider the best two growth stocks to add to a TFSA at this juncture? Thanks.

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Read Answer Asked by Mark on August 15, 2019

• Citigroup Inc. (C $93.69)
  • $93.69 P/E (TTM): 14.82X Cap: $172.47B
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• JPMorgan Chase & Co. (JPM $290.49)
  • $290.49 P/E (TTM): 14.25X Cap: $798.77B
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• Bank of Nova Scotia (The) (BNS $78.47)
  • $78.47 P/E (TTM): 16.45X Cap: $97.73B
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Q: How do you feel about the prospects for the banking sector over the next 12-18 months? What stock would you buy in this sector at this point?

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Read Answer Asked by Ian on August 15, 2019

• Progressive Corporation (The) (PGR $247.15)
  • $247.15 P/E (TTM): 16.67X Cap: $144.88B
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• iShares U.S. Medical Devices ETF (IHI $61.90)
  • $61.90 P/E (TTM): 164.7X Cap: $4.38B
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• Elbit Systems Ltd. (ESLT $464.00)
  • $464.00 Cap: $20.69B
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Q: which US company would be a good fairly safe buy now?

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Read Answer Asked by Helen on August 15, 2019

• Telaria Inc. (TLRA $6.00)
  • $6.00 Cap: $288M
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Q: Can I have your thoughts on this US company?
Thank You, Peter

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Read Answer Asked by Peter on August 15, 2019

• Appian Corporation (APPN $29.63)
  • $29.63 Cap: $2.19B
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Q: Looking good on this down market ? Opinion ?
Thanks !

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Read Answer Asked by Martin on August 15, 2019

• DBA Sempra (SRE $81.23)
  • $81.23 P/E (TTM): 17.85X Cap: $53B
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Q: Good day everyone may I have your thoughts on Sempra Energy
Thanks

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Read Answer Asked by George on August 14, 2019

• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.22X Cap: $142.93B
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Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks

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Read Answer Asked by JOHN on August 14, 2019

• Corning Incorporated (GLW $65.44)
  • $65.44 P/E (TTM): 69.62X Cap: $56.05B
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• Viavi Solutions Inc. (VIAV $10.78)
  • $10.78 P/E (TTM): 71.87X Cap: $2.40B
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Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

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Read Answer Asked by jim on August 14, 2019

• Invesco Ltd (IVZ $21.12)
  • $21.12 P/E (TTM): 22.71X Cap: $9.41B
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Q: What do u think of this company for a 1-2 year hold ,specifically management,dividend safety,and any growth possibilities thanks

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Read Answer Asked by Greg on August 14, 2019

• Lyft Inc. (LYFT $15.82)
  • $15.82 P/E (TTM): 65.92X Cap: $6.42B
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• Uber Technologies Inc. (UBER $92.60)
  • $92.60 P/E (TTM): 16.22X Cap: $193.10B
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Q: Thoughts on this company longer term and also its rival Lyft

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Read Answer Asked by Aleem on August 14, 2019

• NextEra Energy Inc. (NEE $75.41)
  • $75.41 P/E (TTM): 26.37X Cap: $155.29B
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Q: Hello Can I get your analysis on NextEra. It seems to be comparable to Bep.un which I hold, but bigger. I am looking at this for a long term investment. If you think this is a worthwhile investment, would there be a particular time of year to buy or just jump in and slowly accumulate to 5% weighting? Thanks

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Read Answer Asked by pietro on August 14, 2019

• Guardant Health Inc. (GH $58.88)
  • $58.88 Cap: $7.34B
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Q: I recently started a small position in guardant, in the past week or so, share price has dropped, should I increase my position,? Also, do you really like company for longer term growth, current weighting in my portfolio is 1%.

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Read Answer Asked by John on August 13, 2019

• BlackRock Inc. (BLK $1,135.01)
  • $1,135.01 P/E (TTM): 27.57X Cap: $175.76B
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• Centerra Gold Inc. (CG $10.02)
  • $10.02 P/E (TTM): 22.73X Cap: $2.04B
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Q: Your current favourite from a valuation and growth perspective

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Read Answer Asked by Kim on August 13, 2019

• Starbucks Corporation (SBUX $90.60)
  • $90.60 P/E (TTM): 39.05X Cap: $102.98B
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• McDonald's Corporation (MCD $308.93)
  • $308.93 P/E (TTM): 27.27X Cap: $220.45B
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Q: Can you comment on the current investment choice from a growth and valuation perspective between Starbucks and Macdonalds?Kim

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Read Answer Asked by Kim on August 13, 2019

• The Trade Desk Inc. (TTD $52.12)
  • $52.12 P/E (TTM): 62.8X Cap: $25.48B
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Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

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Read Answer Asked by Scott on August 13, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
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• Sunworks Inc. (SUNW)
  • Cap: $5M
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Q: Please comment on whether two companies are good investments. I see Carl Icahn is showing interest in CLDR. What does this mean for the company?

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Read Answer Asked by Imtiaz on August 13, 2019

• Guardant Health Inc. (GH $58.88)
  • $58.88 Cap: $7.34B
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Q: GH price has had a rough week, any particular reason, and do you still like this company on a long term basis for growth, I have a small position and wondering if I should move on, or stick it out.

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Read Answer Asked by John on August 13, 2019