Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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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 $101.17)
  • $101.17 P/E (TTM): 13.88X Cap: $178.37B
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• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
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• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $116.65B
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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 $226.41)
  • $226.41 P/E (TTM): 12.45X Cap: $131.98B
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• iShares U.S. Medical Devices ETF (IHI $64.47)
  • $64.47 P/E (TTM): 27.61X Cap: $4.25B
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• Elbit Systems Ltd. (ESLT $466.17)
  • $466.17 Cap: $21.09B
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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 $42.18)
  • $42.18 Cap: $3.04B
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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 $92.47)
  • $92.47 P/E (TTM): 28.37X Cap: $61.29B
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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 $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
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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 $82.95)
  • $82.95 P/E (TTM): 50.29X Cap: $70.81B
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• Viavi Solutions Inc. (VIAV $17.48)
  • $17.48 P/E (TTM): 266.0X Cap: $3.69B
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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 $24.23)
  • $24.23 P/E (TTM): 24.97X Cap: $10.59B
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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 $19.63)
  • $19.63 P/E (TTM): 52.05X Cap: $7.93B
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• Uber Technologies Inc. (UBER $83.69)
  • $83.69 P/E (TTM): 14.29X Cap: $173.89B
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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 $84.83)
  • $84.83 P/E (TTM): 26.59X Cap: $176.66B
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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 $108.81)
  • $108.81 Cap: $14.02B
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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 $1,029.77)
  • $1,029.77 P/E (TTM): 26.09X Cap: $158.17B
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• Centerra Gold Inc. (CG $17.42)
  • $17.42 P/E (TTM): 7.21X Cap: $3.49B
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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 $85.91)
  • $85.91 P/E (TTM): 36.79X Cap: $94.76B
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• McDonald's Corporation (MCD $310.45)
  • $310.45 P/E (TTM): 26.4X Cap: $221.08B
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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 $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
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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 $108.81)
  • $108.81 Cap: $14.02B
  • View GH Profile
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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

• American International Group Inc. (AIG $75.01)
  • $75.01 P/E (TTM): 13.61X Cap: $40.52B
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• CVS Health Corporation (CVS $78.47)
  • $78.47 P/E (TTM): 205.34X Cap: $98.88B
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Q: Hello
Could you comment on CVS and AIG following recent earnings?
Regarding Amazons possible entry into Health market (online pharmacy I believe), has there been any recent news on that?

Thank you
Stephane

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Read Answer Asked by Stephane on August 13, 2019

• Big Lots Inc. (BIG)
  • Cap: $14M
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Q: Good day, 5i. I realize that you don't focus on US stocks, but I wonder if you can give me insight into the large drop in the price of Big Lot shares, and would you step in here. Thank you in advance.

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Read Answer Asked by Donna on August 12, 2019

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Can you provide an update on Zendesk....with the recent pullback is this a good entry point?

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Read Answer Asked by Dan on August 12, 2019