Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Veeva Systems Inc. Class A (VEEV $284.35)
  • $284.35 P/E (TTM): 59.58X Cap: $46.46B
  • View VEEV Profile
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: These stocks price slide after earning report , your comment please.
Thanks a lot.

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Read Answer Asked by Lai Kuen on February 28, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: Could I get your thoughts on the recent earnings releases for AYX and SQ?

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Read Answer Asked by Michael on February 28, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: Hello,
Could you please comments on SQ earning results, outlook and valuation based on outlook? Do you still recommend to buy this one?
Thanks
Victor

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Read Answer Asked by Victor on February 28, 2019

• Costco Wholesale Corporation (COST $980.85)
  • $980.85 P/E (TTM): 56.78X Cap: $434.31B
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Q: My records indicate that Costco paid 3 special dividends totaling $19 US a share between 2012 and 2017 in addition to the regular quarterly. Can you tell me the circumstances of these specials and would you expect specials to continue in future?

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Read Answer Asked by Jeff on February 27, 2019

• Danaher Corporation (DHR $212.20)
  • $212.20 P/E (TTM): 44.78X Cap: $149.66B
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Q: Hi Team
What do you think of DHR going forward with the addition of Bio Pharma. Have they taken up too much debt? Would be adding to ABBV, BDX and MDT in my rrsp. Thank-you in advance. Sam

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Read Answer Asked by sam on February 27, 2019

• The Kraft Heinz Company (KHC $27.67)
  • $27.67 Cap: $32.27B
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Q: Hi,

What do you think of Kraft Heinz? It’s drifting down toward a 5% yield. Warren Buffet is still a believer....are you ?

Thanks

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Read Answer Asked by Scott on February 27, 2019

• Harris Corporation (HRS)
  • P/E (TTM): 25.0X
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• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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Q: Hi 5i,

From your previous answers, you've like LLL in the past. Do you still like it? Does the upcoming merger change your views?

TIA!

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Read Answer Asked by Wayne on February 26, 2019

• Mosaic Company (The) (MOS $32.24)
  • $32.24 P/E (TTM): 27.99X Cap: $10.25B
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Q: Hello

Could you comment on MOS earnings and give opinion?
From what I read they beat consensus estimates and offered good 2019 guidance but yet the stock is down 4 % today ?

Thank you
Stephane

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Read Answer Asked by Stephane on February 26, 2019

Q: Please provide your top 5 non technology US stocks. Thanks

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Read Answer Asked by Karim on February 26, 2019

• Cisco Systems Inc. (CSCO $66.76)
  • $66.76 P/E (TTM): 27.02X Cap: $265.12B
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• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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Q: Can I get your thoughts and preference between CSCO and QCOM?

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Read Answer Asked by Nino on February 26, 2019

• LivePerson Inc. (LPSN $1.04)
  • $1.04 Cap: $94M
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Q: Hello 5i,
Could I have you thoughts on the growth prospects of LivePerson(LPSN)?
The technology sounds like it has amazing potential or is it hype? Any competition?
Thanks
Dave

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Read Answer Asked by Dave on February 26, 2019

• Littelfuse Inc. (LFUS $252.85)
  • $252.85 P/E (TTM): 58.02X Cap: $6.25B
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Q: Goodmorning
What are your thoughts on this company for a long term hold?
Thks
Marcel

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Read Answer Asked by Marcel on February 26, 2019

• Biogen Inc. (BIIB $138.86)
  • $138.86 P/E (TTM): 13.26X Cap: $19.92B
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• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
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• McKesson Corporation (MCK $676.91)
  • $676.91 P/E (TTM): 26.17X Cap: $83.48B
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Q: Hi

I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.

Great service
Thanks
Ninad

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Read Answer Asked by Ninad on February 26, 2019

• MetLife Inc. (MET $78.72)
  • $78.72 P/E (TTM): 12.64X Cap: $51.69B
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Q: Hi,
Can I have your opinion on Metlife. I have held it for a while but it hasn't moved. However, it pays a nice dividend. Worth holding on?

Thanks

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Read Answer Asked by Scott on February 26, 2019

• Enova International Inc. (ENVA $107.64)
  • $107.64 P/E (TTM): 11.37X Cap: $2.67B
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Q: I would like your opinion on Enova International (ENVA). I have had good success with GoEasy and this seems to be a similar type company with operations in the US, UK and Brazil. Any comments/ thoughts would be appreciated. Thanks in advance.

Upvote 1

Read Answer Asked by Richard on February 26, 2019

• Caterpillar Inc. (CAT $416.09)
  • $416.09 P/E (TTM): 19.89X Cap: $193.31B
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• Deere & Company (DE $489.44)
  • $489.44 P/E (TTM): 23.62X Cap: $133.01B
  • View DE Profile
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Q: Hi 5i,

No recent questions on this one, so...
Can I get your overview of DE and if there is a better company in the ag equipment sector?

TIA!

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Read Answer Asked by Wayne on February 25, 2019

• EPAM Systems Inc. (EPAM $167.53)
  • $167.53 P/E (TTM): 22.06X Cap: $9.16B
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Q: Can I get your take on this company please.

Thanks

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Read Answer Asked by Scott on February 25, 2019

• Cognex Corporation (CGNX $43.40)
  • $43.40 P/E (TTM): 61.88X Cap: $7.22B
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Q: Your thoughts on cgnx currently, though I'm still -15%, I've been worse.

Thanks Mark

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Read Answer Asked by Mark on February 25, 2019

Q: Elysis is not traded publicly but it is a joint venture between Alcoa and Rio Tinto. I wonder what the best way is to get exposure to Elysis. Should it be through Alcoa or Rio Tinto, or both?

Thanks

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Read Answer Asked by Rona on February 25, 2019

• Micron Technology Inc. (MU $122.05)
  • $122.05 P/E (TTM): 21.7X Cap: $138.26B
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Q: Morning Peter and Team,
I found it interesting that Peter chose Micron as one of his top picks on a recent visit to a Canadian TV program. As it is a bit unusual to choose an American company I assume you are very positive about its future. Could you please give me more detail as to why you think this is an excellent American company to invest in. Thanks again for your continued appreciated guidance.

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Read Answer Asked by Les on February 25, 2019