Investment Q&A

• Apple Inc. (AAPL $275.92)
  • $275.92 P/E (TTM): 36.3X Cap: $4.07T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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Q: Hi Peter and Staff
I believe you consider both of the above a buy at present time.......family member has enough $ to start a small position in 1 of them. Which would you pick at present for long term hold and why.
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on August 27, 2018

• Arena Pharmaceuticals Inc. (ARNA)
  • Cap: $6.16B
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Q: Hi Peter and Staff
I know you are not as familiar with the US. A family member is thinking of a small investment in his portfolio of ARNA Arena Pharma in the US.
Would you be able to give some comments on your thoughts and whether for a younger person not risk adverse how far devoting a half position to this company would be any wiser than a casino visit?
Thanks and have a great day
Dennis

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Read Answer Asked by Dennis on August 24, 2018

• The Goodyear Tire & Rubber Company (GT $8.14)
  • $8.14 P/E (TTM): 5.74X Cap: $2.32B
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Q: Any comments on Goodyear? It just can't seem to get it together.

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Read Answer Asked by Gregory on August 24, 2018

• BlackRock Inc. (BLK $1,019.49)
  • $1,019.49 P/E (TTM): 26.09X Cap: $158.17B
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Q: What are your thoughts on the weakness in BLK after Fidelity announced their 0% MER mutual funds?

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Read Answer Asked by Adam on August 24, 2018

• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: SAFM released the 3rd qtr results today which were underwhelming. I can understand a slight decline in sales but there must be something in the expenses which was not explained in the release. The company has been disappointing for several qtrs now. Your thoughts about this company going forward will be appreciated.

Regards
Ian

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Read Answer Asked by Ian on August 24, 2018

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Blackstone Inc. (BX $141.42)
  • $141.42 P/E (TTM): 40.88X Cap: $104.43B
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Q: Hi there - what would be your preference between these two companies for a 3-5 year hold?

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Read Answer Asked by Rick on August 24, 2018

• Salesforce Inc. (CRM $226.82)
  • $226.82 P/E (TTM): 33.01X Cap: $215.93B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.

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Read Answer Asked by Steven on August 24, 2018

• Innovative Industrial Properties Inc. (IIPR $49.27)
  • $49.27 P/E (TTM): 11.38X Cap: $1.38B
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Q: Good afternoon,
I would appreciate your opinion upon this somewhat unusual REIt.

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Read Answer Asked by Peter on August 24, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Check Point Software Technologies Ltd. (CHKP $183.55)
  • $183.55 Cap: $19.89B
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• Rapid7 Inc. (RPD $14.20)
  • $14.20 P/E (TTM): 39.74X Cap: $929M
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Q: Is this stock a buy or do you have another suggestion in the cyber security space ?

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Read Answer Asked by Christopher on August 24, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $100.80)
  • $100.80 P/E (TTM): 33.18X Cap: $1.33B
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Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

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Read Answer Asked by Gordon on August 24, 2018

• Gilead Sciences Inc. (GILD $125.27)
  • $125.27 P/E (TTM): 19.6X Cap: $155.41B
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• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
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• Loblaw Companies Limited (L $61.89)
  • $61.89 P/E (TTM): 7.79X Cap: $73.98B
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• TELUS Corporation (T $18.32)
  • $18.32 Cap: $28.96B
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Q: There are not many Canadian stocks in the healthcare sector. Telus is now in the Electronic Health Records business, and Loblaws now owns Shoppers Drug Mart. Would you consider L and T to be partially healthcare?

Do you have any stock suggestions for healthcare in Canada? If not, could you recommend US or European stocks that would be advisable?

Thank you,

Fed

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Read Answer Asked by Federico on August 23, 2018

• Evolve Cyber Security Index Fund (CYBR $53.26)
  • $53.26 P/E (TTM): 38.92X Cap: $161M
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Q: One of your customers asked bout this company and you gave a fairly good response

The charts also look good

Would you recommend it as a buy at this time

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Read Answer Asked by Ernest on August 23, 2018

• Cisco Systems Inc. (CSCO $76.24)
  • $76.24 P/E (TTM): 29.38X Cap: $301.23B
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Q: May I please have your opinion of this company as a long term hold ?

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Read Answer Asked by Richard on August 23, 2018

• Citigroup Inc. (C $99.69)
  • $99.69 P/E (TTM): 13.88X Cap: $178.37B
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• JPMorgan Chase & Co. (JPM $298.00)
  • $298.00 P/E (TTM): 14.75X Cap: $811.23B
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• Visa Inc. (V $329.30)
  • $329.30 P/E (TTM): 32.15X Cap: $634.14B
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Q: Hi guys, I'm looking to reduce the number of holdings to 2 or 3 US financials. Please let me which names you like most from the following: BRK.B, C, JPM, ING, MET,V.

Thanks for your help!

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Read Answer Asked by Brent on August 23, 2018

• Super Micro Computer Inc. (SMCI $33.32)
  • $33.32 P/E (TTM): 25.35X Cap: $19.89B
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Q: Could you please comment on SMCI, Is it worth taking risk at this level?

Thanks,
Milan

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Read Answer Asked by Milan on August 23, 2018

• Alphabet Inc. (GOOGL $318.58)
  • $318.58 P/E (TTM): 29.58X Cap: $3.84T
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Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers

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Read Answer Asked by Harry on August 22, 2018

• Casa Systems Inc. (CASA)
  • Cap: $25M
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Q: Hi, I'm considering purchasing Casa Systems (CASA) for the telecom sector - I currently have no telecom exposure. Looking for a stock with growth potential. Can you please provide your advice on this company?

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Read Answer Asked by Kel on August 22, 2018

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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Q: Do you think this one has turned the business around - is it time to reinvest and do you think the dividend is safe. I am wondering about the impact on CLCT with the Asian slowdown.

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Read Answer Asked by kelly on August 22, 2018

• Express Scripts Holding Company (ESRX $92.33)
  • $92.33 Cap: $52.06B
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• The Cigna Group (CI $271.47)
  • $271.47 P/E (TTM): 12.33X Cap: $72.51B
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• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
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Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.

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Read Answer Asked by Piyush on August 22, 2018

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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• Aptiv PLC (APTV $74.85)
  • $74.85 P/E (TTM): 55.32X Cap: $16.17B
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Q: Hi team, Just curious on your take for a 2-3 year hold for exposure to driverless tech sector.Concerns? Thanks in advance , Mike

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Read Answer Asked by michael on August 22, 2018