Investment Q&A

• Innovator IBD 50 ETF (FFTY $40.34)
  • $40.34 P/E (TTM): 41.15X Cap: $111M
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Q: Good day everyone your thoughts on FFTY:US

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Read Answer Asked by George on February 25, 2020

• goeasy Ltd. (GSY $169.15)
  • $169.15 P/E (TTM): 10.15X Cap: $2.68B
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Q: Since its earnings beat the stock has been off 15%, to about where it was at the start of the year.

Simply profit taking or other macro related reasons?

Sheldon

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Read Answer Asked by Sheldon on February 25, 2020

• PayPal Holdings Inc. (PYPL $68.39)
  • $68.39 P/E (TTM): 14.95X Cap: $63.55B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Palomar Holdings Inc. (PLMR $114.17)
  • $114.17 P/E (TTM): 19.77X Cap: $3.01B
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• CoreCard Corp Com (INS)
  • P/E (TTM): 41.5X Cap: $349M
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• NMI Holdings Inc (NMIH $36.40)
  • $36.40 P/E (TTM): 7.55X Cap: $2.86B
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Q: I own these 5 financial/fintech u.s. growth stocks. Thoughts on them?

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Read Answer Asked by Jamie on February 25, 2020

• Bank of Nova Scotia (The) (BNS $91.79)
  • $91.79 P/E (TTM): 17.52X Cap: $114.05B
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Q: Hi Peter & 5i,
BNS had been increasing their dividend every second quarter. Did BNS give their stated reason for not increasing the dividend this quarter in their quarterly report; or do you have an opinion why they didn't increase?
Thanks for your insight and advice.
Cheers

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Read Answer Asked by Dennis on February 25, 2020

• The Trade Desk Inc. (TTD $49.77)
  • $49.77 P/E (TTM): 60.19X Cap: $23.94B
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• Paycom Software Inc. (PAYC $187.47)
  • $187.47 P/E (TTM): 25.16X Cap: $10.72B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Zoom Communications Inc. (ZM $86.08)
  • $86.08 P/E (TTM): 21.98X Cap: $25.24B
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• CrowdStrike Holdings Inc. (CRWD $539.25)
  • $539.25 Cap: $135.18B
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• Datadog Inc. (DDOG $160.88)
  • $160.88 P/E (TTM): 440.68X Cap: $54.77B
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Q: I own these 6 u.s. tech stocks. What are your thoughts on each?

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Read Answer Asked by Jamie on February 25, 2020

• Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $61.71)
  • $61.71 Cap: $156M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.19)
  • $19.19 Cap: $899M
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• TD U.S. Long Term Treasury Bond ETF (TULB $115.12)
  • $115.12 Cap: $112M
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Q: Do you have an opinion on this etf ?

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Read Answer Asked by James on February 25, 2020

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 0.06X
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• iShares MSCI Japan ETF (EWJ $83.31)
  • $83.31 P/E (TTM): 17.93X Cap: $15.46B
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• CI Japan Equity Index ETF (JAPN $60.89)
  • $60.89 P/E (TTM): 0.11X Cap: $27M
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Q: I am looking for a Japanese equity etf, preferably Canadian but could be US. Any recomendations? Thanks

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Read Answer Asked by James on February 25, 2020

• EQB Inc. (EQB $88.62)
  • $88.62 P/E (TTM): 9.91X Cap: $3.36B
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Q: Why this big drop today?
Would you buy it?

Thanks,
Milan

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Read Answer Asked by Milan on February 25, 2020

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
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Q: You last answered a question on CXB in November in which you said that CXB's 4th quarter earnings would be key in assessing the comp;any. Those earnings are now out. What do you think?

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Read Answer Asked by Ken on February 25, 2020

• Medtronic plc. (MDT $90.52)
  • $90.52 P/E (TTM): 25.34X Cap: $116.68B
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• Stryker Corporation (SYK $356.92)
  • $356.92 P/E (TTM): 48.95X Cap: $141.06B
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Q: Which would be the better buy with safety and growth in mind for 3 years?
Thank You
Peter

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Read Answer Asked by Peter on February 25, 2020

• Miscellaneous (MISC)
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Q: Good Evening
In one of your answers today about Magna you indicated that the corona virus will affect negatively "everything". Yet, today we saw that some stocks like Northview REIT and Fortis were not affected. Can you please elaborate which sectors will not be affected by the corona virus?
Thanks

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Read Answer Asked by Terry on February 25, 2020

• Enbridge Inc. (ENB $65.61)
  • $65.61 P/E (TTM): 22.89X Cap: $143.31B
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Q: Enbridge (ENB) downgraded to Sell from Neutral at Goldman

What do you think of their assessment of ENB?

Sheldon

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Read Answer Asked by Sheldon on February 25, 2020

• Largo Inc. (LGO $1.67)
  • $1.67 Cap: $103M
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Q: What is your take on LGO now that the vanadium price appears to be recovering?

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Read Answer Asked by david on February 25, 2020

• Amazon.com Inc. (AMZN $246.92)
  • $246.92 P/E (TTM): 35.11X Cap: $2.37T
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• Costco Wholesale Corporation (COST $912.05)
  • $912.05 P/E (TTM): 65.5X Cap: $407.80B
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• Alphabet Inc. (GOOGL $281.17)
  • $281.17 P/E (TTM): 29.27X Cap: $3.40T
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• Microsoft Corporation (MSFT $516.85)
  • $516.85 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $203.65)
  • $203.65 P/E (TTM): 58.99X Cap: $4.93T
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• The Trade Desk Inc. (TTD $49.77)
  • $49.77 P/E (TTM): 60.19X Cap: $23.94B
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Q: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards

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Read Answer Asked by Rajiv on February 25, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.05)
  • $78.05 P/E (TTM): 17.11X Cap: $13.30B
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Q: Hi. I have less than 4% in material stocks in my portfolio. CCL.b fell a lot on Friday. Do you think this is a good opportunity to get into the stock? If not, what do you recommend? thanks

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Read Answer Asked by Esther on February 25, 2020

Q: Coronavirus.
Will 5i be doing a report on the implications of the virus and your suggestions for adjustments to our investments.
There would seem to be implications for global growth.

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Read Answer Asked by michael on February 25, 2020

• Automatic Data Processing Inc. (ADP $260.69)
  • $260.69 P/E (TTM): 26.17X Cap: $105.93B
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• Paychex Inc. (PAYX $117.67)
  • $117.67 P/E (TTM): 26.32X Cap: $42.19B
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• Workday Inc. (WDAY $236.34)
  • $236.34 P/E (TTM): 107.61X Cap: $62.17B
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Q: Hi 5i,

Could you rank these companies in terms of growth and stability? I'm looking for a 5+ year hold.

TIA!

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Read Answer Asked by Wayne on February 25, 2020

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Some of my stocks purchased 2 years ago RNW,AQN,BEP.UN, are getting pretty lofty originaly bought for dividends and some growth.Though i still like them is it best to crop some off,buy puts or have stops in place.

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Read Answer Asked by terrance on February 25, 2020

Q: What are your top picks in the materials sector at this time?

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Read Answer Asked by Andrew on February 25, 2020

• Sangoma Technologies Corporation (STC $7.17)
  • $7.17 Cap: $230M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Real Matters Inc. (REAL $7.29)
  • $7.29 Cap: $539M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.61)
  • $16.61 Cap: $2.25B
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Q: If you had to choose two at this time for a growth-oriented investor which would you go with?

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Read Answer Asked by Andrew on February 25, 2020