Investment Q&A

• Principal Financial Group Inc (PFG $84.38)
  • $84.38 P/E (TTM): 12.17X Cap: $17.82B
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• Visa Inc. (V $338.25)
  • $338.25 P/E (TTM): 32.83X Cap: $617.42B
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• Valero Energy Corporation (VLO $180.86)
  • $180.86 P/E (TTM): 36.64X Cap: $55.16B
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• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: What are your thoughts on these us companies. Roy

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Read Answer Asked by Roy on March 15, 2019

• Cisco Systems Inc. (CSCO $71.71)
  • $71.71 P/E (TTM): 28.27X Cap: $283.48B
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• Microsoft Corporation (MSFT $508.68)
  • $508.68 P/E (TTM): 35.99X Cap: $3.78T
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• Johnson & Johnson (JNJ $193.83)
  • $193.83 P/E (TTM): 18.19X Cap: $466.80B
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• JPMorgan Chase & Co. (JPM $315.62)
  • $315.62 P/E (TTM): 15.69X Cap: $859.20B
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• Coca-Cola Company (The) (KO $71.61)
  • $71.61 P/E (TTM): 23.43X Cap: $308.03B
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• UnitedHealth Group Incorporated (DE) (UNH $327.45)
  • $327.45 P/E (TTM): 16.78X Cap: $296.61B
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• Wells Fargo & Company (WFC $86.19)
  • $86.19 P/E (TTM): 14.18X Cap: $270.55B
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• TELUS Corporation (T $20.69)
  • $20.69 P/E (TTM): 32.31X Cap: $32.02B
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• Blackstone Inc. (BX $144.98)
  • $144.98 P/E (TTM): 41.35X Cap: $107.06B
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• Nestle SA (NESN)
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• Rogers Communications Inc. Class A Shares (RCI.A $54.29)
  • $54.29 P/E (TTM): 4.29X Cap: $29.32B
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• Heico Corporation (HEI.A $256.74)
  • $256.74 P/E (TTM): 72.19X Cap: $45.79B
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Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.

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Read Answer Asked by Peter on March 15, 2019

• Northrop Grumman Corporation (NOC $566.74)
  • $566.74 P/E (TTM): 20.25X Cap: $81.14B
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• Quanta Services Inc. (PWR $448.91)
  • $448.91 P/E (TTM): 66.72X Cap: $66.93B
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• Littelfuse Inc. (LFUS $242.08)
  • $242.08 P/E (TTM): 51.89X Cap: $6.02B
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Q: I'm looking for options for a high revenue growth rate companies in the U.S. exchanges for industrials/services sector.

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Read Answer Asked by Jamie on March 15, 2019

• LPL Financial Holdings Inc. (LPLA $377.82)
  • $377.82 P/E (TTM): 34.53X Cap: $29.89B
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Q: Hi Team, how does this company look going forward, would it be worth adding in a RRSP. Thank-you in advance.
Sam

Upvote 1

Read Answer Asked by sam on March 15, 2019

• GSE Systems Inc. (GVP)
  • Cap: $15M
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Q: Peter and His Wonder Team
I know you do not follow USA companies. However they just reported there 4th quarter results and I wondered if you could just give me your opinion about there results.
Thanks!

Upvote 0

Read Answer Asked by Ernest on March 15, 2019

• iShares Expanded Tech-Software Sector ETF (IGV $111.03)
  • $111.03 P/E (TTM): 49.56X Cap: $9.18B
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• Global X Industry 4.0 Index ETF (FOUR $61.66)
  • $61.66 P/E (TTM): 39.78X Cap: $5M
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Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?

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Read Answer Asked by sam on March 15, 2019

• Illumina Inc. (ILMN $122.60)
  • $122.60 P/E (TTM): 28.05X Cap: $18.73B
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• Intuitive Surgical Inc. (ISRG $572.17)
  • $572.17 P/E (TTM): 76.12X Cap: $205.10B
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• Guardant Health Inc. (GH $97.71)
  • $97.71 Cap: $12.31B
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Q: Could I please get your top 3 growth stocks in the medical technology sector, USA, for a long term hold, in order of preference. Thanks

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Read Answer Asked by Aaron on March 15, 2019

• Air Lease Corporation Class A (AL $63.81)
  • $63.81 P/E (TTM): 7.74X Cap: $7.13B
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Q: Your updated thoughts on al. Thanks

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Read Answer Asked by kenneth on March 15, 2019

• Rapid7 Inc. (RPD $14.19)
  • $14.19 P/E (TTM): 40.11X Cap: $929M
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Q: Your opinion of FIVN please.

I know you like RPD. Of the two. which do you prefer?
Really appreciate your service.

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Read Answer Asked by claudette on March 14, 2019

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?

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Read Answer Asked by Peter on March 14, 2019

• YETI Holdings Inc. (YETI $38.47)
  • $38.47 P/E (TTM): 19.02X Cap: $2.82B
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Q: What are your thoughts on YETI? I have used their coolers and they are fantastic. Trades a bit pricey but they project strong growth.

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Read Answer Asked by Kevin on March 14, 2019

• F5 Inc. (FFIV $238.51)
  • $238.51 P/E (TTM): 21.23X Cap: $13.70B
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• Salesforce Inc. (CRM $244.50)
  • $244.50 P/E (TTM): 35.13X Cap: $232.76B
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Q: Hi Peter, would you have information about this co. Would you buy FFIV or CRM? Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on March 14, 2019

• Amarin Corporation plc (AMRN $16.09)
  • $16.09 Cap: $334M
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Q: If one reviews the news releases of AMRN there is a litany of releases regarding numerous class action law suits emanating from a number of different law firms. Can you enlighten me as to why there are so many suits and so many law firms involved. Thanks for your great service.
Mike

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Read Answer Asked by Michael on March 13, 2019

• Nutanix Inc. (NTNX $68.55)
  • $68.55 P/E (TTM): 111.38X Cap: $18.73B
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Q: Nutanix had a big drop at the end of February. Is it
a buying opportunity? What are the pros/cons on this
company? Thanks

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Read Answer Asked by James on March 13, 2019

• Mylan N.V. (MYL)
  • Cap: $8.58B
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $25.13)
  • $25.13 Cap: $28.83B
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• Dr. Reddy's Laboratories Ltd (RDY $13.81)
  • $13.81 P/E (TTM): 17.71X Cap: $11.18B
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• Taro Pharmaceutical Industries Ltd. (TARO)
  • P/E (TTM): 30.05X Cap: $1.61B
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Q: I am interested in buying a generic drug maker at this time. Which would you recommend ( TEVA or RDY). Would appreciate your recommendation if you don’t like these two.
Thanks

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Read Answer Asked by satish on March 13, 2019

• Chevron Corporation (CVX $156.24)
  • $156.24 P/E (TTM): 21.89X Cap: $314.59B
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• Western Potash Corp (WPX)
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• Diamondback Energy Inc. (FANG $148.15)
  • $148.15 P/E (TTM): 10.25X Cap: $42.44B
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Q: Could you please give me your opinion as to the quality of the companies in the energy sector and would now be a opportune time to purchase for a 2 year hold. Are there other companies in the sector that you feel would provide better upside. Thanks

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Read Answer Asked by Ian on March 12, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Huntington Exploration Inc. (HEI)
  • P/E (TTM): -3.1X Cap: $16M
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Q: Good Morning, Can you tell me your outlook for the Defence and Aerospace sectors, and your evaluation of these two companies. Which would be best to purchase at this time? Thank you.

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Read Answer Asked by Linda on March 12, 2019

Q: Hi there,

My questions is about xlre and SRET and the degree of risk associated with these 2 stocks. I currently have xlre and was thinking taking 20% of my position and investing in SRET - 1. for the higher dividend and 2. for the international exposure. Both would be held in a 401K and i only pay 2.95 a trade so taxes and trading fees aren't really a consideration.

Thanks

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Read Answer Asked by kelly on March 12, 2019

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Why did NV5 drop on Friday

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Read Answer Asked by Peter on March 12, 2019

• Mimecast Limited (MIME)
  • P/E (TTM): 112.92X Cap: $5.34B
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Q: I would appreciate your opinion of MIME.

Thank you, Peter

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Read Answer Asked by Peter on March 12, 2019