Investment Q&A

• Garmin Ltd. (Switzerland) (GRMN)
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• Ebix Inc. (EBIX)
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• Exact Sciences Corporation (EXAS)
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• Collectors Universe Inc. (CLCT)
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• Issuer Direct Corporation (ISDR)
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• Ichor Holdings (ICHR)
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• Just Eat Takeaway.com N.V. (GRUB)
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• Nektar Therapeutics (NKTR)
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• Rapid7 Inc. (RPD)
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Q: Can you recommend 8-10 small -mid cap USA stocks with high growth potential, good to excellent balance sheets that your team at 5i would own or do own and consider a long term buy. Can be from any sectors. Please exclude the following names, as these are currently already owned: BOX, FLIR, ANET, TEAM, GRUB, LLL, CGNX, ALGN

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Read Answer Asked by Aaron on June 06, 2018

• Okta Inc. (OKTA)
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Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

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Read Answer Asked by Reg on June 06, 2018

• Daktronics Inc. (DAKT)
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Q: Would you endorse a purchase of Daktronics at this level for a long term hold?

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Read Answer Asked by Vicki L on June 06, 2018

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Visa Inc. (V)
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Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice

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Read Answer Asked by thambirajah on June 06, 2018

Q: I have held stock since 1997 and I am very happy to continue to hold the stock. Why is the stock price lagging the overall stock market?

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Read Answer Asked by Clayton on June 06, 2018

• Wynn Resorts Limited (WYNN)
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Q: Any insight as to the downturn on Wynn ?

Thanks

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Read Answer Asked by Theresa on June 05, 2018

• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

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Read Answer Asked by Josette on June 05, 2018

• Viper Energy Inc. (VNOM)
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Q: VNOM has been downgraded to a Hold by Stifel Nicolaus - what are your thoughts on this? I am up quite a bit and wonder if it is time to sell.

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Read Answer Asked by Susan on June 05, 2018

• iShares U.S. Medical Devices ETF (IHI)
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Q: Hi Peter and Team,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,

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Read Answer Asked by Harry on June 05, 2018

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• The Walt Disney Company (DIS)
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• Nike Inc. (NKE)
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• Under Armour Inc. Class C (UA)
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Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

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Read Answer Asked by Rick on June 05, 2018

• F5 Inc. (FFIV)
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• Fortinet Inc. (FTNT)
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Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.

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Read Answer Asked by Bonnie on June 05, 2018

• Zymeworks Inc. (ZYME)
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Q: I own some Zymeworks stock and there was a trading halt for news and then today it dropped $5 despite what I thought was good news, could you comment?

Thanks

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Read Answer Asked by JIM on June 05, 2018

• Spotify Technology S.A. (SPOT)
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Q: Hi,
I purchased a small starter position in SPOT a few weeks ago. I know 5i sees a lot growth potential with Spot and it has a high valuation. Lately I’ve read lots of bearish views on this company. What sets them apart from all the competition and free music available? I realize they have more users, international following, playlist sharing, and ad revenues. What am I missing that google, amazon and Apple don’t have or can’t replicate? What sets them apart from the competition?
Thanks,
Kerri

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Read Answer Asked by KERRI on June 05, 2018

• Adobe Inc. (ADBE)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

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Read Answer Asked by William on June 05, 2018

• Miscellaneous (MISC)
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Q: SGMO - gene editing, gene therapy, GILD partnership, clinical trials, etc.
CRSP - 0.
Your opinion ? Thanks

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Read Answer Asked by Kamal on June 04, 2018

• Nike Inc. (NKE)
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Q: Hi,

What is your opinion on Nike in terms of valuation/growth outlook?
Would you buy it today?
Thank you.

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Read Answer Asked by Arthur on June 04, 2018

Q: ZYME has dropped 12% rather abruptly this morning but I can't find any relevant news on-line. Do you know of any particular problems?

Thanks,
John

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Read Answer Asked by John on June 04, 2018

• Canadian Solar Inc. (CSIQ)
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Q: Any idea why CSIQ is down so much today?

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Read Answer Asked by Zafar on June 04, 2018

• The Middleby Corporation (MIDD)
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Q: Wondering what are your thoughts about Middleby.

Thanks

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Read Answer Asked by Bill on June 04, 2018

• Sina Corporation (SINA)
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Q: Hi Peter, how would you rate sina, ? And what are their growth ? Thanks Alnoor

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Read Answer Asked by Alnoor on June 04, 2018