Investment Q&A

• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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Q: Can I have your thoughts on the reason for the significant drop in the Stryker stock today. Was it the acquisition of Wright Medical or are there other reasons? Do you like this security going forward? Thank You.

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Read Answer Asked by Brian on November 05, 2019

• RingCentral Inc. Class A (RNG $26.39)
  • $26.39 Cap: $2.45B
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Q: Early Oct. RingCentral announced a partnership with Avaya. The stock
gapped up and I sold.

Would like to get back in when it settles. Is this partnership such a big deal?
Was the price jump justified?

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Read Answer Asked by claudette on November 04, 2019

• Global Payments Inc. (GPN $82.85)
  • $82.85 P/E (TTM): 15.29X Cap: $20.09B
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Q: Your thoughts please.

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Read Answer Asked by Mark on November 04, 2019

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• Edwards Lifesciences Corporation (EW $73.94)
  • $73.94 P/E (TTM): 10.82X Cap: $43.41B
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• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 30.92X Cap: $198.17B
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Q: I wont to buy one of above mentioned stocks.
Which one would you recommend for growth.
thanks Andrew.

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Read Answer Asked by Andrzej on November 04, 2019

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
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• Citigroup Inc. (C $93.93)
  • $93.93 P/E (TTM): 14.19X Cap: $172.91B
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Q: Why are U.S. banks moving so much higher with interest rates and their spread so low? Do investors believe they are at a bottom? Have JP Morgan and that has performed beautifully. What do you think between Citicorp and Bank of America?

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Read Answer Asked by Patrick on November 04, 2019

• Generac Holdlings Inc. (GNRC $170.08)
  • $170.08 P/E (TTM): 28.61X Cap: $9.97B
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Q: What is your current assessment of the stock, which has increased significantly. Is it too late to invest? After all, generators would continue to be in demand regardless of the economy.
Thank you!

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Read Answer Asked by Sigrid on November 04, 2019

• Elevance Health Inc Com (ANTM)
  • P/E (TTM): 18.5X Cap: $116.34B
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• The Cigna Group (CI $300.73)
  • $300.73 P/E (TTM): 16.82X Cap: $80.27B
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• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.41X Cap: $98.80B
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• HashiCorp Inc. (HCP)
  • Cap: $7.11B
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• UnitedHealth Group Incorporated (DE) (UNH $354.50)
  • $354.50 P/E (TTM): 15.92X Cap: $321.06B
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• Centene Corporation (CNC $35.76)
  • $35.76 P/E (TTM): 9.2X Cap: $19B
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• Wellcare Health Plans Inc. (WCG $349.92)
  • $349.92 P/E (TTM): 23.65X Cap: $17.61B
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• Aethon Minerals Corporation (AET $0.17)
  • $0.17 Cap: $4M
  • View AET Profile
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Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?

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Read Answer Asked by Graeme on November 04, 2019

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: would you buy this company momentum is strong. dave

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Read Answer Asked by david on November 04, 2019

• iShares Global Healthcare ETF (IXJ $90.88)
  • $90.88 P/E (TTM): 25.66X Cap: $3.96B
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• Health Care Select Sector SPDR (XLV $142.11)
  • $142.11 P/E (TTM): 23.15X Cap: $35.33B
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• iShares U.S. Medical Devices ETF (IHI $58.83)
  • $58.83 P/E (TTM): 28.17X Cap: $4.07B
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Q: Hi 5i team,

Given the volatile market and demographic, what will be the suggested % for healthcare sector? Currently I don't have much in healthcare and I want to add healthcare etf to my TFSA account, what's the differences between XLV , IHI and IXJ? In terms of valuation and growth, which one will be best to buy now for TFSA? Thanks.

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Read Answer Asked by Willie on November 04, 2019

• Triton International Limited (TRTN)
  • Cap: $4.38B
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Q: Good day your thoughts on TRTN:US

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Read Answer Asked by George on November 04, 2019

• Arista Networks Inc. (ANET $154.10)
  • $154.10 P/E (TTM): 62.05X Cap: $193.68B
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Q: After the recent crash of this company how think the stock will preform, and why?

Thx.

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Read Answer Asked by Brent on November 04, 2019

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• The Walt Disney Company (DIS $109.19)
  • $109.19 P/E (TTM): 17.37X Cap: $196.31B
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Q: Which ones does 5i like better for growth? How do they compare in terms of risk? Which one is better overall?
I ask because AAPL is hitting new all-time highs, whereas Disney has been drifting the past 6 months.

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Read Answer Asked by Mike on November 01, 2019

• Hanesbrands Inc. (HBI $6.74)
  • $6.74 Cap: $2.38B
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Q: May I please get your thoughts on Hanesbrands (HBI) earnings and the market reaction today? Assuming it will be held in a registered account, how does it stack up compared to Gildan? Thank you.

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Read Answer Asked by Marco on November 01, 2019

• Edwards Lifesciences Corporation (EW $73.94)
  • $73.94 P/E (TTM): 10.82X Cap: $43.41B
  • View EW Profile
  • View Questions on EW

Q: Hi all
No questions have been asked about Edward's Life Science since mid 2018. What do you think about it now for a 3 to 5 year hold ? It has grown very well.
Much thanks

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Read Answer Asked by El-ann on November 01, 2019

• The Kraft Heinz Company (KHC $25.15)
  • $25.15 Cap: $29.76B
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Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

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Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $152.96)
  • $152.96 P/E (TTM): 66.27X Cap: $35.86B
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Q: Thinking of taking a position in Live Nation as a 5-10 year hold and wanted to get your opinion of the company.
Thanks

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Read Answer Asked by Curtis on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

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Read Answer Asked by Karim on November 01, 2019

• Dorchester Minerals L.P. (DMLP $23.93)
  • $23.93 P/E (TTM): 14.3X Cap: $1.17B
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Q: May I please get your thoughts on this company. Thank you.

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Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $122.50)
  • $122.50 P/E (TTM): 19.39X Cap: $14.05B
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Q: Would you consider BLDR a good purchase at it current price.

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Read Answer Asked by David on November 01, 2019

• American Woodmark Corporation (AMWD $64.39)
  • $64.39 P/E (TTM): 11.85X Cap: $938M
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Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

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Read Answer Asked by David on November 01, 2019