Investment Q&A

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: It seems both technically and fundamentally, Sylogist appears to be breaking out. Your comfort level at continuing to add to positions as these levels.

Cheers,

Robert

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Read Answer Asked by Robert on May 07, 2018

• Shutterstock Inc. (SSTK $21.93)
  • $21.93 P/E (TTM): 11.85X Cap: $750M
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Q: Can you give your opinion on Shutterstock (SSTK)? Thanks.

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Read Answer Asked by Ty on May 04, 2018

• Universal Display Corporation (OLED $144.87)
  • $144.87 P/E (TTM): 27.41X Cap: $6.88B
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Q: Your thoughts on the latest quarter? Why do you think the stock is down over 50% from Jan highs? Would now be a good time to buy? Thank you.

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Read Answer Asked by David on May 04, 2018

• Real Matters Inc. (REAL $6.26)
  • $6.26 Cap: $464M
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Q: Real is trading under $7 today. Would you consider it a buy that this price?

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Read Answer Asked by George on May 02, 2018

• QUALCOMM Incorporated (QCOM $158.01)
  • $158.01 P/E (TTM): 14.89X Cap: $170.49B
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• Skyworks Solutions Inc. (SWKS $77.29)
  • $77.29 P/E (TTM): 29.34X Cap: $11.47B
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• American Tower Corporation (REIT) (AMT $211.88)
  • $211.88 P/E (TTM): 75.99X Cap: $99.21B
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• Crown Castle Inc. (CCI $103.79)
  • $103.79 Cap: $45.19B
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• Baylin Technologies Inc. (BYL $0.36)
  • $0.36 Cap: $54M
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Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks

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Read Answer Asked by Aubrey on May 02, 2018

• Northrop Grumman Corporation (NOC $592.44)
  • $592.44 P/E (TTM): 22.01X Cap: $84.82B
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Q: Do you know what is going on with NOC. I thought they had an OK qtr but the stock has fallen off a cliff ever since. Where do you think it might become a BUY?
Thanks
Ian

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Read Answer Asked by Ian on May 02, 2018

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Would you consider the sell off a buying opportunity today?

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Read Answer Asked by LUIGI on May 01, 2018

• Cognex Corporation (CGNX $44.76)
  • $44.76 P/E (TTM): 61.94X Cap: $7.51B
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Q: Comments on earnings please. SP has fallen after hours. Do you see any catalyst moving forward or more of a stagnation due to slowing growth,
Thank you

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Read Answer Asked by Marty on May 01, 2018

• Western Digital Corporation (WDC $76.97)
  • $76.97 P/E (TTM): 26.86X Cap: $26.24B
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Q: Hi Peter and gang,
Would you please comment on why WDC's shares pulled back so much this past Friday in spite of its earnings beating street expectations.
Cheers,

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Read Answer Asked by Harry on April 30, 2018

• Micron Technology Inc. (MU $117.68)
  • $117.68 P/E (TTM): 20.79X Cap: $131.69B
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Q: Thoughts on the class action... should investors be worried?

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Read Answer Asked by Ty on April 30, 2018

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Spotify Technology S.A. (SPOT $692.99)
  • $692.99 Cap: $141.26B
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Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.

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Read Answer Asked by Vicki L on April 27, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Palo Alto Networks Inc. (PANW $185.88)
  • $185.88 P/E (TTM): 104.75X Cap: $123.94B
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• Check Point Software Technologies Ltd. (CHKP $190.42)
  • $190.42 Cap: $20.63B
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Q: Can you suggest an investment in cyber security.
Thank You

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Read Answer Asked by Peter on April 26, 2018

• Meta Platforms Inc. (META $754.79)
  • $754.79 P/E (TTM): 26.82X Cap: $1.89T
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• Micron Technology Inc. (MU $117.68)
  • $117.68 P/E (TTM): 20.79X Cap: $131.69B
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Q: I have 900 stocks bought at $59 should i still hold?Any hope?
Will facebook comeback (in your opinion)?.

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Read Answer Asked by Nizar on April 25, 2018

• Alphabet Inc. (GOOGL $206.09)
  • $206.09 P/E (TTM): 21.3X Cap: $2.49T
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Q: Hi 5iReserch,

Would you please comment on why Alphabet's shares are pulling back so much this morning in spite of the strong earnings beat.
Cheers

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Read Answer Asked by Harry on April 24, 2018

• Lumentum Holdings Inc. (LITE $119.34)
  • $119.34 Cap: $8.34B
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Q: Hi Peter and Ryen,

Can not find any reason why Lumentum Holding stock price reversed to drop more than 7% (at the time of writing this). I own this stock.

Do you know why?

Thank you for your help.

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Read Answer Asked by Pui on April 24, 2018

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.94)
  • $122.94 P/E (TTM): 15.84X Cap: $283.90B
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• VersaBank (VBNK $15.02)
  • $15.02 P/E (TTM): 13.77X Cap: $488M
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• Invesco China Technology ETF (CQQQ $52.31)
  • $52.31 P/E (TTM): 4.22X Cap: $1.39B
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Q: Hello! I'm a recent subscriber to 5i and liking what I see so far! I have a favorable view on the tech sector and own CQQQ and BABA. Any thoughts on these names or sector in general? Any other names that might be a good fit (besides Amazon)? I was also thinking VB would be a good way to play the tech and financial sector at the same time. How long has it being in the growth portfolio? Any other suggestions regarding niche banks?

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Read Answer Asked by David on April 23, 2018

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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Q: What is your view on Quarterhill? Does it show any potential for future improvement in price?

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Read Answer Asked by Gordon on April 20, 2018

• Ichor Holdings (ICHR $18.16)
  • $18.16 Cap: $623M
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Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.

Thanks,
Milan

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Read Answer Asked by Milan on April 19, 2018

• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

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Read Answer Asked by Kuldar on April 19, 2018

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $239.84)
  • $239.84 P/E (TTM): 152.05X Cap: $10.95B
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Q: An American stock, but if you have views, may we hear them?

Thank you!

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Read Answer Asked by Kim on April 19, 2018