Investment Q&A

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: What is your current view on GrubHub? I like the company. The stock has been pretty beaten up. Is it a buy, hold or sell?

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Read Answer Asked by Grant on January 29, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: What is happening with Square today?...Catherine

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Read Answer Asked by Victor on January 29, 2019

• GE Aerospace (GE $265.93)
  • $265.93 P/E (TTM): 37.36X Cap: $284.67B
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Q: Your recommendation on GE as a buy at current levels.

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Read Answer Asked by James Douglas on January 29, 2019

• Dollar General Corporation (DG $112.78)
  • $112.78 P/E (TTM): 21.52X Cap: $24.71B
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Q: Has your outlook changed at all for DG? Analysts seem to think it's a buy.
Thanks

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Read Answer Asked by steve on January 29, 2019

• Pacific Gas & Electric Co. (PCG $15.60)
  • $15.60 P/E (TTM): 13.78X Cap: $33.18B
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Q: Please share any thoughts you have on this company and it’s predicament with respect to the California wildfires and possible bankruptcy filing. Thanks.

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Read Answer Asked by Marco on January 28, 2019

• Biogen Inc. (BIIB $138.86)
  • $138.86 P/E (TTM): 13.26X Cap: $19.92B
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• Costco Wholesale Corporation (COST $980.85)
  • $980.85 P/E (TTM): 56.78X Cap: $434.31B
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• NextEra Energy Inc. (NEE $76.51)
  • $76.51 P/E (TTM): 26.37X Cap: $155.92B
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• Constellation Brands Inc. (STZ $165.90)
  • $165.90 Cap: $29.30B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $44.94)
  • $44.94 P/E (TTM): 10.31X Cap: $187.16B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $166.21)
  • $166.21 Cap: $44.37B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi 5i,

What would be your top 10 names for a U.S. growthy balanced portfolio?

TIA

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Read Answer Asked by Wayne on January 28, 2019

• NetApp Inc. (NTAP $109.16)
  • $109.16 P/E (TTM): 19.19X Cap: $21.92B
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• Open Text Corporation (OTEX $43.63)
  • $43.63 P/E (TTM): 12.98X Cap: $11.09B
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Q: In September you were generally positive on NTAP. Like the rest of the tech sector it was hit hard during the recent downturn dropping from $88 to $52. It has recovered to $63. Would you hold it here or take a loss and move on to, perhaps, OTEX?

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Read Answer Asked by Ken on January 28, 2019

• Cencora Inc. (COR $294.71)
  • $294.71 P/E (TTM): 33.89X Cap: $56.29B
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Q: hello 5i:
could you give me your thoughts on CoreSight Realty Corp? Would this be the dominant player in its field?
thanks
Paul L

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Read Answer Asked by Paul on January 28, 2019

Q: Hi, I need to raise some USD cash and considering selling Berkshire Hathaway shares (Holding 100 shares). Bought recently at USD220, but shares have languished with the market decline and unable to regain much strength. Recent softness in Apple shares (large BRK holding) also has n't helped. Somehow, Mr Buffet's aura seems to be fading a bit, I feel. In the financial sector, I own no US banks but a decent CDN banks holding. Rest of my small US portfolio is all major FAANG names and DIS/V/MA/UTX. Do you see any major catalysts in near term for BRK B shares, besides market turn around/US China trade deal ? Thanks

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Read Answer Asked by rajeev on January 27, 2019

• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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Q: Hi Team,
Your comment on Qualcomm @$51.30 is a buy ?
Thanks as always,
Tak

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Read Answer Asked by Tak on January 27, 2019

• Broadcom Inc. (AVGO $294.91)
  • $294.91 P/E (TTM): 114.73X Cap: $1.43T
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Q: I am up about 12% on Broadcom. It is close to historical highs. Do you feel it still has some room to grow. I’m wondering if I should take some profits now or let it ride.
I would appreciate your opinion. Thanks.
AJ

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Read Answer Asked by Joyce on January 27, 2019

• Conmed Corp. - Ordinary Shares (CNMD $54.50)
  • $54.50 P/E (TTM): 15.01X Cap: $1.70B
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Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim

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Read Answer Asked by James on January 27, 2019

• Procter & Gamble Company (The) (PG $158.40)
  • $158.40 P/E (TTM): 24.5X Cap: $364.75B
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Q: I have a question about 769
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay

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Read Answer Asked by Lindsay on January 27, 2019

• Applied Materials Inc. (AMAT $162.22)
  • $162.22 P/E (TTM): 19.68X Cap: $131.23B
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• Western Digital Corporation (WDC $75.86)
  • $75.86 P/E (TTM): 33.96X Cap: $26.53B
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Q: Hi 5iTeam,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,

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Read Answer Asked by Harry on January 25, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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Q: Thoughts on the recent quarter? Would you lump this company with the likes of NVDA for tech growth? It seems like it has great momentum. Any further thoughts on this name, would it be a good tech/growth addition?

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Read Answer Asked by Michael on January 25, 2019

• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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Q: There was a recent report on Qualcomm issued by a short seller that has hammered the stock. Two questions:

Why is it not illegal to short a stock and then issue a damaging report like this?
You have previously recommended QCOM in this space. Is there anything in the short report to change your view?

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Read Answer Asked by David on January 25, 2019

• Altria Group Inc. (MO $66.56)
  • $66.56 P/E (TTM): 12.74X Cap: $110.85B
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Q: Why it keeps falling?
Is it worth holding?

Thanks,
Milan

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Read Answer Asked by Milan on January 25, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Lam Research Corporation (LRCX $100.33)
  • $100.33 P/E (TTM): 9.4X Cap: $125.14B
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Q: Please analyze Lam's earnings...Given that they are Photon Control's largest customer, this should give PHO a lift...Do you see anything in their commentary about the semi conductor industry firming up? How was their guidance?

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Read Answer Asked by Cory on January 24, 2019

• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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Q: How seriously should investors be taking the recent European data privacy decision? How will it impact their business model? How similar is it to FB in terms of the decision and will Google also need to spend extraordinary time and money to satisfy regulators.

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Read Answer Asked by Albert on January 23, 2019

• United Natural Foods Inc. (UNFI $26.76)
  • $26.76 Cap: $1.60B
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Q: So we have a new Canada Food Guide. Moving towards a more plant based diet. Seems there's lots of science to prove this is a more healthy direction to move. This brings me to my question. Do you see any investment opportunities related to this new food guide? On the negative side, are there companies that may be impacted negatively?

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Read Answer Asked by Les on January 23, 2019