Investment Q&A

• Cisco Systems Inc. (CSCO $66.76)
  • $66.76 P/E (TTM): 27.02X Cap: $265.12B
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• Amplify Cybersecurity ETF (HACK $82.60)
  • $82.60 P/E (TTM): 110.28X Cap: $2.26B
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• Palo Alto Networks Inc. (PANW $181.56)
  • $181.56 P/E (TTM): 101.19X Cap: $117.47B
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• Check Point Software Technologies Ltd. (CHKP $188.00)
  • $188.00 Cap: $20.37B
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Q: Hi 5i,
For an RSP focused on growth, which two would you pick for cybersecurity exposure? Or would you pick something else (other than an ETF)?
TIA

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Read Answer Asked by Wayne on February 01, 2018

• ARK Next Generation Internet ETF (ARKW $154.07)
  • $154.07 P/E (TTM): 142.22X Cap: $2.41B
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Q: What can you tell me about ARKW? Thanks

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Read Answer Asked by Austin on February 01, 2018

• Bank of America Corporation (BAC $48.08)
  • $48.08 P/E (TTM): 13.77X Cap: $354.94B
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• JPMorgan Chase & Co. (JPM $290.66)
  • $290.66 P/E (TTM): 14.25X Cap: $801.63B
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• Visa Inc. (V $342.45)
  • $342.45 P/E (TTM): 33.64X Cap: $664.89B
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• Royal Bank of Canada (RY $189.03)
  • $189.03 P/E (TTM): 20.38X Cap: $265.57B
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• Sun Life Financial Inc. (SLF $80.92)
  • $80.92 P/E (TTM): 14.67X Cap: $45.83B
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Q: Hi 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland

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Read Answer Asked by Roland on January 31, 2018

• Corning Incorporated (GLW $64.52)
  • $64.52 P/E (TTM): 69.62X Cap: $56.12B
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Q: Would you please give me your thoughts on Corning after the recent drop in price.

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Read Answer Asked by Ron on January 31, 2018

• Winnebago Industries Inc. (WGO $35.40)
  • $35.40 Cap: $992M
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Q: Hi, I would like your view about WGO. Surprisingly millenium like boomer are buying into the trend. Hold you be a buyer in after the pullback?

Thanks

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Read Answer Asked by Stephane on January 31, 2018

• Align Technology Inc. (ALGN $143.77)
  • $143.77 P/E (TTM): 25.9X Cap: $10.42B
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Q: Hi team, can you please comment on Align's report yesterday, the stock took a significant hit. Do you think it is still a good company to hold?
Thanks

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Read Answer Asked by Nancy on January 31, 2018

• Bank of America Corporation (BAC $48.08)
  • $48.08 P/E (TTM): 13.77X Cap: $354.94B
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• JPMorgan Chase & Co. (JPM $290.66)
  • $290.66 P/E (TTM): 14.25X Cap: $801.63B
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• FirstService Corporation (FSV $277.91)
  • $277.91 P/E (TTM): 63.76X Cap: $12.45B
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Q: I have held FSV for several years and it has done very well. Is it still a good hold?
I want to add two U.S. Banks to my portfolio. Your suggestions, please.
Thank yoy for four very good years!
Audrey

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Read Answer Asked by audrey on January 31, 2018

• DR Pepper Snapple Group (DPS)
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Q: Is there an investment opportunity here?
If so how would you “play” this?

Thank you for your help.

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Read Answer Asked by Donald on January 30, 2018

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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Q: What is the Q4 consensus for AMZN's net sales and operating income?

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Read Answer Asked by sandy on January 30, 2018

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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Q: What is the Q1 consensus for FB's revenue and eps?

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Read Answer Asked by sandy on January 30, 2018

• Cooper Tire & Rubber Company (CTB $60.17)
  • $60.17 P/E (TTM): 16.32X Cap: $3.04B
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Q: I have held Cooper Tire and Rubber for about a year now, and I am breaking even on the stock. Is it a good hold for a 2 year period?

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Read Answer Asked by james on January 30, 2018

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $19.99)
  • $19.99 P/E (TTM): 18.35X Cap: $7.28B
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Q: Hello,
I have owned Starwood Property Trust Inc (STWD) for a while, and it has been flat up to now. It provides a 9% yield.

Is this a buy, sell or hold stock? Especially since interest rates are rising. (I thought higher interest rates would benefit this company.) As I am seeing other stocks with better growth potential, I am wondering if this stock is worth holding onto.

Thank you for your help and for the service. Greatly appreciated.

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Read Answer Asked by Marc on January 30, 2018

• Shake Shack Inc. Class A (SHAK $104.52)
  • $104.52 P/E (TTM): 368.79X Cap: $4.61B
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Q: Would you please comment on this company Shake Shack

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Read Answer Asked by Ron on January 30, 2018

• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
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Q: Why did Gilead Sciences shares jump up in the last couple of stock market trading days. It has gone from around eighty to almost eighty-nine. What is the reason or reasons for this? I have not seen any news.

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Read Answer Asked by Herbert on January 30, 2018

• Federal Signal Corporation (FSS $125.33)
  • $125.33 P/E (TTM): 36.49X Cap: $7.88B
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Q: I am really confused by insider trading charts. I know you've said that sometimes insiders need cash for personal projects, but when I see a lot of red, I get worried. I would like to buy FSS. Can you tell me if the selling is a signal for not buying? I would love it if you did a blog on how to read insider trading charts.

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Read Answer Asked by Elaine or Gerry on January 30, 2018

• Grayscale Bitcoin Trust (GBTC $88.83)
  • $88.83 Cap: $21B
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Q: Did GBTC split a 100 to one? It is trading now @ $19.65. thanks!

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Read Answer Asked by Austin on January 29, 2018

• Signet Jewelers Limited (SIG $81.25)
  • $81.25 P/E (TTM): 92.33X Cap: $3.34B
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Q: Hi 5i
I really enjoy the great service that you provide. This is my first question: what are your thought on signet ?
David

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Read Answer Asked by David on January 29, 2018

• Intrexon Corporation (XON)
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Q: Any thoughts on XON?
Has management delivered on their promises, is the debt high and what is the level of insider ownership?
Have they been able to sell there products at a profit?
The long term share price chart is less than stellar and the short interest appears to be high.
Thanks as always,
Jim

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Read Answer Asked by James on January 29, 2018

• Jardine Matheson Holdings (JMHLY)
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Q: Hi Peter,
David Driscoll recently recommended JMHLY (Jardine Matheson) as a good way to play Asia, and Lindsay Corp as a good commodity/industrial play. Would appreciate if you have thoughts on either of these for purchases outside Canada in US$.
Thank you, Paul

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Read Answer Asked by Paul on January 29, 2018

• Merck & Company Inc. (MRK $84.93)
  • $84.93 P/E (TTM): 12.27X Cap: $210.36B
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• Pfizer Inc. (PFE $25.32)
  • $25.32 P/E (TTM): 18.22X Cap: $142.53B
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Q: All things being equal, which company would you choose for a long-term hold, MRK or PFE (and reasons why)?
Thanks!

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Read Answer Asked by Jake on January 29, 2018