Investment Q&A

• PayPal Holdings Inc. (PYPL $61.83)
  • $61.83 P/E (TTM): 12.19X Cap: $57.28B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5i Group,
Which do you like better PayPal or Square, or would you recomend a half position on each.
Thanks, for your services,
Ken

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Read Answer Asked by kenneth on December 04, 2019

• Danaher Corporation (DHR $228.46)
  • $228.46 P/E (TTM): 46.7X Cap: $165.24B
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• Envista Holdings Corporation (NVST $20.99)
  • $20.99 P/E (TTM): 224.44X Cap: $3.45B
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Q: Hi 5i,

RE: The exchange offer

If I do nothing, do I keep all my shares of DHR? Would that be the preferred option to retain the growth portion of the company?

TIA!
Wayne

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Read Answer Asked by Wayne on December 04, 2019

• Teradyne Inc. (TER $179.38)
  • $179.38 P/E (TTM): 60.57X Cap: $26.25B
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Q: Your current thoughts on teradyne.

Thank you

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Read Answer Asked by Mark on December 03, 2019

Q: Hi there,

This is a cancer biotech focused on melanoma and cervical cancer. It sounds like several promising trials are underway. I just read about it on Seeking Alpha and CNBC shows 8 analysts covering with 5 strong buy and 3 buy recommendations with a consensus target of $35 vs a current price of $22.83. What are your thoughts regarding a position within a TFSA?

ThanksQ

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Read Answer Asked by Tim on December 03, 2019

• The Howard Hughes Corporation (HHC)
  • P/E (TTM): 33.2X Cap: $3.94B
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Q: HHC jumped almost 5 % on high volume just a few minutes before the close today. Do you know of any reason why it moved so much so abruptly? Do you know who is doing the buying?

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Read Answer Asked by arnold on December 03, 2019

• Roku Inc. (ROKU $95.63)
  • $95.63 Cap: $14.01B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Considering Growth Stocks and looking at a 3 to 5 year time horizon, what 2 or possibly 3 stocks have your greatest conviction?
Thanks once again
RAM

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Read Answer Asked by Ray on December 02, 2019

• Roku Inc. (ROKU $95.63)
  • $95.63 Cap: $14.01B
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Q: What's going on with ROKU, major drop today.

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Read Answer Asked by Cheryl on December 02, 2019

• The Trade Desk Inc. (TTD $39.11)
  • $39.11 P/E (TTM): 44.9X Cap: $18.90B
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Q: This is getting killed today. I just bought it last week. Do you suggest a hold and forget or should I be worried about it and ready to jump ship if it falls further? I have a lot of money in it. Thanks,

Jason

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Read Answer Asked by Jason on December 02, 2019

• The Walt Disney Company (DIS $103.43)
  • $103.43 P/E (TTM): 14.88X Cap: $184.43B
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Q: Hi,
I am really optimistic about the prospects for Dis at these levels low 150's would you be comfortable with a full position I already started a half position at appox 151.5. If you had a rating system what would you classify Disney as? B+ or A? Thank you.

Shyam

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Read Answer Asked by Shyam on December 02, 2019

Q: Your view on Aileron Therapeutics please

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Read Answer Asked by Tom on December 02, 2019

• AbbVie Inc. (ABBV $227.66)
  • $227.66 P/E (TTM): 109.81X Cap: $409.67B
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Q: Can I please get your opinion of AbbVie.

Thanks

Dave

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Read Answer Asked by David on December 02, 2019

• Mosaic Company (The) (MOS $24.26)
  • $24.26 P/E (TTM): 6.11X Cap: $7.66B
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Q: Can you comment on Mosaic. Would you buy at today's price for a long term hold.
My cost was around $30.00. Eventually it should get back to that price when phosphate prices go up
thanks Gord

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Read Answer Asked by Gordon on December 02, 2019

Q: Hi Peter & Crew,
Your thoughts on this SPDR Portfolio Total Stock Market ETF for a LIRA account for at least a10 year hold, or another US listed total stock market ETF that might be better.
Thanks. Ivan

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Read Answer Asked by Ivan on December 02, 2019

• Blackrock Health Sciences Trust (BME $41.61)
  • $41.61 Cap: $539M
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Q: Is there any grief with buying an etf like "bme". I know Canadians can not own US mutual funds , just etf's. What scares me it is called a "trust". What are the implications or possible tax reporting problems.As well do you consider this a decent investment.

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Read Answer Asked by lynn on December 02, 2019

• Costco Wholesale Corporation (COST $908.26)
  • $908.26 P/E (TTM): 63.61X Cap: $396.34B
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Q: Looking to buy Costco. In order of priority would you recommend it be from an open cash account, TFSA or RRSP. I have room to manoeuvre in my cash account but would have to do some selling in the other two accounts to initiate the purchase.

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Read Answer Asked by Dennis on December 02, 2019

• The Howard Hughes Corporation (HHC)
  • P/E (TTM): 33.2X Cap: $3.94B
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Q: Good afternoon,
I would appreciate any advice that you can offer respecting HHC. Is it a buy at this time? Thank you.

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Read Answer Asked by Peter on November 29, 2019

• Neurocrine Biosciences Inc. (NBIX $151.58)
  • $151.58 P/E (TTM): 33.79X Cap: $14.31B
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• Synopsys Inc. (SNPS $409.68)
  • $409.68 P/E (TTM): 55.54X Cap: $74.59B
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Q: Your thoughts on NBIX:US and SNPS:US?

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Read Answer Asked by Colin I on November 29, 2019

• QUALCOMM Incorporated (QCOM $165.14)
  • $165.14 P/E (TTM): 32.95X Cap: $174.89B
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Q: The 5G chipmakers are where I think the big money can be made. Do you think Intel can go the way of Microsoft. Microsoft went nowhere for so long after their long run and then they took off with the cloud. Will intel be the chipmaker to supply 5G or is it Micron and Nvdia or some other company? Thanks.

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Read Answer Asked by Helen on November 29, 2019

• Clovis Oncology Inc. (CLVS)
  • Cap: $11M
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Q: Hi Peter and Ryan,

I noticed CLVS had a good run lately. I am wondering whether the fundamental has been changed. Is it a good buy now?
Please also provide a few (CAD and US) names that are stable for long investment in the next few months, particularly with good valuation. It is almost RRSP season.
Thanks,
Yiwen

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Read Answer Asked by Yiwen on November 29, 2019

• Guardant Health Inc. (GH $107.79)
  • $107.79 Cap: $13.71B
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Q: Is there an error in your response to Tim, Nov 26,2019? Does GH “offer a break through in cancer detection”?
Thank you,
Sharon

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Read Answer Asked by Sharon on November 29, 2019