Investment Q&A

• CI Tech Giants Covered Call ETF (TXF $20.84)
  • $20.84 P/E (TTM): 74.48X Cap: $663M
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Q: What do you think of TXF ?

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Read Answer Asked by Charles on June 22, 2018

• Parker-Hannifin Corporation (PH $744.23)
  • $744.23 P/E (TTM): 28.05X Cap: $94.07B
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Q: PH has pulled back from January highs. Why and is there more pain coming for the company?

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Read Answer Asked by Greg on June 22, 2018

• Intuitive Surgical Inc. (ISRG $479.20)
  • $479.20 P/E (TTM): 66.89X Cap: $172.52B
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• Stryker Corporation (SYK $389.94)
  • $389.94 P/E (TTM): 50.58X Cap: $145.89B
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Q: Hi team, I would like to add some US health care (which I know you don't cover) to my non-registered account for a long term hold and was wondering which one you like better between SYK and ISRG. I am ok with some risk.
Thanks

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Read Answer Asked by Nancy on June 22, 2018

• iShares Russell 2000 Growth ETF (IWO $296.60)
  • $296.60 P/E (TTM): 51.69X Cap: $12.12B
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• iShares Russell 2000 ETF (IWM $226.21)
  • $226.21 P/E (TTM): 38.62X Cap: $63.41B
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• iShares Russell 1000 Value ETF (IWD $198.95)
  • $198.95 P/E (TTM): 62.49X Cap: $62.49B
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Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.

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Read Answer Asked by Ken on June 22, 2018

• Toronto-Dominion Bank (The) (TD $101.69)
  • $101.69 P/E (TTM): 10.48X Cap: $175.83B
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• Bank of Nova Scotia (The) (BNS $78.57)
  • $78.57 P/E (TTM): 16.45X Cap: $97.81B
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• VersaBank (VBNK $14.74)
  • $14.74 P/E (TTM): 13.52X Cap: $479M
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Q: Hello 5i team. I own TD and BNS. I'm up over 20% on TD this year while I'm generally flat on BNS. Should I rotate out of TD to another bank or does it have more legs to run. I also own a half position in VB and own BAC and C in the US. Thoughts?

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Read Answer Asked by David on June 22, 2018

• Starbucks Corporation (SBUX $90.93)
  • $90.93 P/E (TTM): 39.05X Cap: $105.19B
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Q: Hi
I have a small position in Starbucks. It is down significantly over the last 2 days. Is a buying opportunity or should I sell

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Read Answer Asked by Lakis on June 21, 2018

• Salesforce Inc. (CRM $246.00)
  • $246.00 P/E (TTM): 37.94X Cap: $233.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

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Read Answer Asked by Saeed on June 21, 2018

• Wayfair Inc. Class A (W $78.95)
  • $78.95 Cap: $10.25B
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Q: Our household is buying more and more products from Wayfair. Can you give me opinion of this stock.
As always thanks for your help.
Clayton

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Read Answer Asked by Clayton on June 21, 2018

• Appian Corporation (APPN $29.73)
  • $29.73 Cap: $2.21B
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Q: I picked some Appian u ,s tech ldont understand he technology it looked a mini Shopify type. How do you see this Company.

GC any reason for the significant drop

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Read Answer Asked by thambirajah on June 21, 2018

• GE Aerospace (GE $265.93)
  • $265.93 P/E (TTM): 37.36X Cap: $284.67B
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Q: GE has been going down for years but does a lot of business. Is it a turn around at these levels?

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Read Answer Asked by Dennis on June 21, 2018

• Micron Technology Inc. (MU $122.05)
  • $122.05 P/E (TTM): 21.7X Cap: $138.26B
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Q: Could you please comment on their results.

Thanks,
Milan

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Read Answer Asked by Milan on June 21, 2018

• Constellation Software Inc. (CSU $4,334.02)
  • $4,334.02 P/E (TTM): 107.98X Cap: $93.12B
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• PowerShares S&P SmallCap Information Tech Ptf (PSCT $46.39)
  • $46.39 P/E (TTM): 48.95X Cap: $263M
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Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

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Read Answer Asked by Robert on June 20, 2018

• Starbucks Corporation (SBUX $90.93)
  • $90.93 P/E (TTM): 39.05X Cap: $105.19B
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Q: Are these earnings and store closures a temporary setback or do you think it might be better to move on from Starbucks (SBUX)?

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Read Answer Asked by Andrew on June 20, 2018

• Las Vegas Sands Corp. (LVS $53.60)
  • $53.60 P/E (TTM): 27.24X Cap: $36.79B
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Q: Any opinion on this gambling Co. ?? Thanks, Jim

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Read Answer Asked by jim on June 20, 2018

• Kinaxis Inc. (KXS $196.39)
  • $196.39 P/E (TTM): 167.12X Cap: $5.61B
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• RadNet Inc. (RDNT $67.93)
  • $67.93 Cap: $5.26B
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Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry

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Read Answer Asked by Barry on June 20, 2018

• AbbVie Inc. (ABBV $206.19)
  • $206.19 P/E (TTM): 88.33X Cap: $364.91B
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• Johnson & Johnson (JNJ $177.80)
  • $177.80 P/E (TTM): 18.89X Cap: $424.46B
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• Knight Therapeutics Inc. (GUD $6.39)
  • $6.39 P/E (TTM): 61.58X Cap: $636M
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• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.50B
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• iShares U.S. Medical Devices ETF (IHI $61.89)
  • $61.89 P/E (TTM): 164.7X Cap: $4.34B
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Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

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Read Answer Asked by Stephen on June 20, 2018

• Corcept Therapeutics Incorporated (CORT $70.19)
  • $70.19 P/E (TTM): 64.06X Cap: $7.67B
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Q: I know you don't have much info. on use co. but was wondering if anyone had anything on this co. Thank for valuable information and guidance over the years.I have been a member from the start and without your guidance I would have quit the stock market.I'm 81 years old and won't quit unless you do. Cheers Jim

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Read Answer Asked by jim on June 20, 2018

• iShares Russell 2000 Growth ETF (IWO $296.60)
  • $296.60 P/E (TTM): 51.69X Cap: $12.12B
  • View IWO Profile
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Q: Is this a good time to a initial a position.My understanding is that the tax reform is good for US small cap & tariffs wars has limited negative impact as mainly domestic.Thanks for u usual great services & insights.

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Read Answer Asked by Peter on June 20, 2018

• Medical Properties Trust Inc. (MPW $4.24)
  • $4.24 Cap: $2.48B
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Q: Appreciate an update on this company and do you see any compelling reason not to own for a retired income seeking investor.

Wayne

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Read Answer Asked by Wayne on June 19, 2018

• Box Inc. Class A (BOX $31.51)
  • $31.51 P/E (TTM): 24.49X Cap: $4.56B
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• Cognex Corporation (CGNX $43.40)
  • $43.40 P/E (TTM): 61.88X Cap: $7.22B
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• Rapid7 Inc. (RPD $21.14)
  • $21.14 P/E (TTM): 50.64X Cap: $1.36B
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018