• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 Fwd P/E: 33.53X Cap: $7.56B
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• Teledyne Technologies Incorporated (TDY $530.73)
  • $530.73 Fwd P/E: 30.18X Cap: $24.71B
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Q: Happy New Year

Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.

Thanks
Mike E

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Read Answer Asked by mike on January 06, 2021

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 Fwd P/E: 33.53X Cap: $7.56B
  • View FLIR Profile
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• Garmin Ltd. (Switzerland) (GRMN $215.92)
  • $215.92 Fwd P/E: 28.7X Cap: $41.93B
  • View GRMN Profile
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• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 52.94X Cap: $4.02T
  • View NVDA Profile
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• Honeywell International Inc. (HON $235.93)
  • $235.93 Fwd P/E: 27.21X Cap: $151.62B
  • View HON Profile
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• Roper Technologies Inc. (ROP $547.46)
  • $547.46 Fwd P/E: 39.64X Cap: $58.86B
  • View ROP Profile
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• Veeva Systems Inc. Class A (VEEV $275.89)
  • $275.89 Fwd P/E: 59.8X Cap: $45.08B
  • View VEEV Profile
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• Roku Inc. (ROKU $88.99)
  • $88.99 Cap: $13.23B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $121.41B
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• RTX Corporation (RTX $146.87)
  • $146.87 Fwd P/E: 42.93X Cap: $196.21B
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Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

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Read Answer Asked by James on September 23, 2020

• Apple Inc. (AAPL $211.16)
  • $211.16 Fwd P/E: 33.09X Cap: $3.15T
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• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.2X Cap: $2.38T
  • View AMZN Profile
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• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 Fwd P/E: 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 19.94X Cap: $2.16T
  • View GOOG Profile
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• QUALCOMM Incorporated (QCOM $157.46)
  • $157.46 Fwd P/E: 16.23X Cap: $172.89B
  • View QCOM Profile
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• Gamehost Inc. (GH $12.57)
  • $12.57 Fwd P/E: 12.97X Cap: $262M
  • View GH Profile
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  • View Reports on GH
• Atlassian Corporation (TEAM $187.01)
  • $187.01 Cap: $49.09B
  • View TEAM Profile
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• Veeva Systems Inc. Class A (VEEV $275.89)
  • $275.89 Fwd P/E: 59.8X Cap: $45.08B
  • View VEEV Profile
  • View Questions on VEEV
• Roku Inc. (ROKU $88.99)
  • $88.99 Cap: $13.23B
  • View ROKU Profile
  • View Questions on ROKU
• DocuSign Inc. (DOCU $73.55)
  • $73.55 Fwd P/E: 14.43X Cap: $14.86B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $121.41B
  • View CRWD Profile
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Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR

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Read Answer Asked by Gordon on August 12, 2020