Investment Q&A

• E*TRADE Financial Corporation (ETFC $49.26)
  • $49.26 P/E (TTM): 13.6X Cap: $10.89B
  • View ETFC Profile
  • View Questions on ETFC

Q: Can you please comment on E*TRADE's latest quarterly results. The company continues to beat analyst targets. It is my only US financial exposure (save for Blackstone). Buy more, hold , or sell? Thanks

Upvote 0

Read Answer Asked by Scott on April 23, 2018

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Applied Materials Inc. (AMAT $242.46)
  • $242.46 P/E (TTM): 26.7X Cap: $183.95B
  • View AMAT Profile
  • View Questions on AMAT
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
  • View JPM Profile
  • View Questions on JPM
• Atlassian Corporation (TEAM $149.04)
  • $149.04 Cap: $38.53B
  • View TEAM Profile
  • View Questions on TEAM
• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
  • View Questions on GRUB

Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark

Upvote 0

Read Answer Asked by Mark on April 23, 2018

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL

Q: Please give me your thoughts on Apple. Do you think it’s a good time to buy given the pull back? Thanks as always.

Upvote 0

Read Answer Asked by Jason on April 23, 2018

• Roper Technologies Inc. (ROP $446.41)
  • $446.41 P/E (TTM): 30.56X Cap: $48.05B
  • View ROP Profile
  • View Questions on ROP

Q: Roper Technologies ROP, is like an American CSU except about seven times bigger. It's earnings report today was great. Looks like every measure was up. Yet the share price is pretty flat as of this writing. Is it a "sell on news" phenomenon? Is there something negative in the earnings that's not so obvious? Wondering what some of the thinking is behind a flat or negative response to a great earnings report. Of course the day isn't over yet. Thank you for your valued insights and opinions.

Upvote 0

Read Answer Asked by Jerry on April 20, 2018

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $118.79B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $84.37)
  • $84.37 P/E (TTM): 21.0X Cap: $47.02B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.40B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Methanex Corporation (MX $49.38)
  • $49.38 P/E (TTM): 11.96X Cap: $3.76B
  • View MX Profile
  • View Questions on MX
• CAE Inc. (CAE $36.53)
  • $36.53 P/E (TTM): 27.04X Cap: $11.77B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.60)
  • $59.60 P/E (TTM): 22.67X Cap: $29.22B
  • View TECK.B Profile
  • View Questions on TECK.B
• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Agnico Eagle Mines Limited (AEM $233.88)
  • $233.88 P/E (TTM): 27.55X Cap: $117.57B
  • View AEM Profile
  • View Questions on AEM
• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.55B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Open Text Corporation (OTEX $47.62)
  • $47.62 P/E (TTM): 17.42X Cap: $12B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

Upvote 0

Read Answer Asked by Willie on April 20, 2018

• Atlassian Corporation (TEAM $149.04)
  • $149.04 Cap: $38.53B
  • View TEAM Profile
  • View Questions on TEAM

Q: Hello team,

Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...

Have a wonderful weekend!

Upvote 0

Read Answer Asked by Saeed on April 20, 2018

• Xylem Inc. New (XYL $141.51)
  • $141.51 P/E (TTM): 36.18X Cap: $34.43B
  • View XYL Profile
  • View Questions on XYL

Q: Could you please give a review of this company in terms of free cash flow, debt, dividend pay out and any other metrics that may help in my decision to buy this stock. Thanks.

Upvote 0

Read Answer Asked by Paul on April 20, 2018

• Ichor Holdings (ICHR $16.21)
  • $16.21 Cap: $526M
  • View ICHR Profile
  • View Questions on ICHR

Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on April 19, 2018

• Philip Morris International Inc (PM $157.41)
  • $157.41 P/E (TTM): 28.07X Cap: $245.03B
  • View PM Profile
  • View Questions on PM

Q: PM (New York) Down 17% today. A long term hold for me for a high divvy that grows. Should I add? Thanks Ron

Upvote 0

Read Answer Asked by Ronald on April 19, 2018

• United Rentals Inc. (URI $810.00)
  • $810.00 P/E (TTM): 20.61X Cap: $52.11B
  • View URI Profile
  • View Questions on URI

Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on April 19, 2018

• Devon Energy Corporation (DVN $35.82)
  • $35.82 P/E (TTM): 8.39X Cap: $22.53B
  • View DVN Profile
  • View Questions on DVN

Q: Just your thoughts on DVN (US)

Upvote 0

Read Answer Asked by George on April 19, 2018

• Intuitive Surgical Inc. (ISRG $578.87)
  • $578.87 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG

Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

Upvote 0

Read Answer Asked by Kuldar on April 19, 2018

• Align Technology Inc. (ALGN $147.50)
  • $147.50 P/E (TTM): 27.57X Cap: $10.30B
  • View ALGN Profile
  • View Questions on ALGN

Q: Do you know what is up with Align today, the stock is down over 9%? Is it time to sell?

Upvote 0

Read Answer Asked by Nancy on April 19, 2018

• The Kraft Heinz Company (KHC $25.44)
  • $25.44 Cap: $29.86B
  • View KHC Profile
  • View Questions on KHC
• Mondelez International Inc. (MDLZ $56.53)
  • $56.53 P/E (TTM): 21.35X Cap: $72.50B
  • View MDLZ Profile
  • View Questions on MDLZ

Q: I would appreciate an opinion on two-three year outlook for these two companies.

Upvote 0

Read Answer Asked by William on April 19, 2018

• Johnson & Johnson (JNJ $206.67)
  • $206.67 P/E (TTM): 19.68X Cap: $497.73B
  • View JNJ Profile
  • View Questions on JNJ

Q: Hi Team, any thoughts on JNJ's reporting yesterday. The stock is down today, should I pick up more? Thank-you in advance. Sam

Upvote 0

Read Answer Asked by sam on April 19, 2018

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• AeroVironment Inc. (AVAV $278.47)
  • $278.47 Cap: $13.83B
  • View AVAV Profile
  • View Questions on AVAV

Q: An American stock, but if you have views, may we hear them?

Thank you!

Upvote 0

Read Answer Asked by Kim on April 19, 2018

• BioMarin Pharmaceutical Inc. (BMRN $56.29)
  • $56.29 P/E (TTM): 20.48X Cap: $10.09B
  • View BMRN Profile
  • View Questions on BMRN

Q: Hi Peter and Gang,
I would appreciate your thoughts on Biomarin Pharmaceutical Inc. listed on NASDAQ either as a trade or a long-term hold.
Thanks,

Upvote 0

Read Answer Asked by Harry on April 19, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
  • View ATVI Profile
  • View Questions on ATVI
• Take-Two Interactive Software Inc. (TTWO $241.84)
  • $241.84 Cap: $44.17B
  • View TTWO Profile
  • View Questions on TTWO

Q: Dear 5i
I'm having a tough time deciding between ATVI , EA , and TTWO as i believe the online gaming area will have very good growth . How would you rate these three and which would be your top pick and why ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on April 19, 2018

• Lumentum Holdings Inc. (LITE $291.27)
  • $291.27 P/E (TTM): 156.8X Cap: $20.65B
  • View LITE Profile
  • View Questions on LITE

Q: Hi Peter and Ryan,
Pls give your thought and update assessment on
Lumentum Holdings after Department of Commerce in US banned some of the communications equipment company from dealing with Chinese company ZTE.
What degree of business would affect LITE?

Thanks for your help.

Upvote 0

Read Answer Asked by Pui on April 19, 2018

• Goldman Sachs Group Inc. (The) (GS $802.32)
  • $802.32 P/E (TTM): 15.73X Cap: $240.63B
  • View GS Profile
  • View Questions on GS

Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

Upvote 0

Read Answer Asked by Francois on April 18, 2018