Investment Q&A

• GE Aerospace (GE $291.49)
  • $291.49 P/E (TTM): 41.75X Cap: $309.10B
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Q: GE has been going down for years but does a lot of business. Is it a turn around at these levels?

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Read Answer Asked by Dennis on June 21, 2018

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
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Q: Could you please comment on their results.

Thanks,
Milan

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Read Answer Asked by Milan on June 21, 2018

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• PowerShares S&P SmallCap Information Tech Ptf (PSCT $51.84)
  • $51.84 P/E (TTM): 20.21X Cap: $294M
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Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

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Read Answer Asked by Robert on June 20, 2018

• Starbucks Corporation (SBUX $78.46)
  • $78.46 P/E (TTM): 34.39X Cap: $89.18B
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Q: Are these earnings and store closures a temporary setback or do you think it might be better to move on from Starbucks (SBUX)?

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Read Answer Asked by Andrew on June 20, 2018

• Las Vegas Sands Corp. (LVS $49.61)
  • $49.61 P/E (TTM): 27.04X Cap: $35.59B
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Q: Any opinion on this gambling Co. ?? Thanks, Jim

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Read Answer Asked by jim on June 20, 2018

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• RadNet Inc. (RDNT $70.60)
  • $70.60 Cap: $5.85B
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Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry

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Read Answer Asked by Barry on June 20, 2018

• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
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• Johnson & Johnson (JNJ $190.72)
  • $190.72 P/E (TTM): 20.44X Cap: $459.31B
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• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $586M
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• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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• iShares U.S. Medical Devices ETF (IHI $58.83)
  • $58.83 P/E (TTM): 28.17X Cap: $4.15B
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Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

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Read Answer Asked by Stephen on June 20, 2018

• Corcept Therapeutics Incorporated (CORT $73.96)
  • $73.96 P/E (TTM): 78.96X Cap: $9.31B
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Q: I know you don't have much info. on use co. but was wondering if anyone had anything on this co. Thank for valuable information and guidance over the years.I have been a member from the start and without your guidance I would have quit the stock market.I'm 81 years old and won't quit unless you do. Cheers Jim

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Read Answer Asked by jim on June 20, 2018

• iShares Russell 2000 Growth ETF (IWO $317.33)
  • $317.33 P/E (TTM): 21.85X Cap: $12.86B
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Q: Is this a good time to a initial a position.My understanding is that the tax reform is good for US small cap & tariffs wars has limited negative impact as mainly domestic.Thanks for u usual great services & insights.

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Read Answer Asked by Peter on June 20, 2018

• Medical Properties Trust Inc. (MPW $5.15)
  • $5.15 Cap: $3.09B
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Q: Appreciate an update on this company and do you see any compelling reason not to own for a retired income seeking investor.

Wayne

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Read Answer Asked by Wayne on June 19, 2018

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.65X Cap: $4.78B
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.93X Cap: $6.84B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 43.9X Cap: $1.25B
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018

• Etsy Inc. (ETSY $68.73)
  • $68.73 P/E (TTM): 57.49X Cap: $6.81B
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Q: Hi Peter and Team,
Would you please comment on ETSY as a candidate for a full position. Also, in your opinion, how is ETSY different from Ebay, Shopify or other on-line platforms for that matter.
Cheers,

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Read Answer Asked by Harry on June 18, 2018

• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 38.23X Cap: $35.12B
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• MUELLER WATER PRODUCTS (MWA $24.92)
  • $24.92 P/E (TTM): 27.09X Cap: $4.02B
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Q: The stock has dropped some and the F P/E is higher thsan than the current P/E. I do like the space in general though. What are your thoughts? Do you think there is a better pick in the space? Thank-you.

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Read Answer Asked by Alex on June 18, 2018

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Dear 5i:

I purchased this some time ago and it has had a nice run up. What do you think of its prospects moving forward? Buy more, hold, or sell?

Thank you.

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Read Answer Asked by Walter on June 18, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: With the positive move of allowing Sports Betting in the USA I came across IGT International Game Technology. Is this the way to play Sports Betting or would you go to Casino Stocks for a play like Caesars CZR or someone else ? RAK

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Read Answer Asked by bob on June 18, 2018

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.65X Cap: $4.78B
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.93X Cap: $6.84B
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• iQIYI Inc. (IQ $2.24)
  • $2.24 P/E (TTM): 21.18X Cap: $2.15B
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Q: Hi 5i
It seems that CGNX will take some time to recover (down 20%) and am wanting growth. Is it worth holding for 2 or 3 Q? Could you give me your opinion on replacing it with IQ or Box, or another suggestion. I have a small position in IQ which looks promising. Thanks for your help.
Gary

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Read Answer Asked by Gary on June 18, 2018

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
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Q: I purchased BAC this week and it has dropped about $1. Should I get out and repurchase at a later time?

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Read Answer Asked by Robert on June 15, 2018

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
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• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 35.66X Cap: $230.07B
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• DocuSign Inc. (DOCU $68.40)
  • $68.40 P/E (TTM): 53.79X Cap: $14.34B
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Q: Which one of the 3 companies would you buy today for long term growth and why?
How would you rank them?
Thank you.

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Read Answer Asked by Uli on June 15, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.65X Cap: $4.78B
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• Dropbox Inc (DBX $28.14)
  • $28.14 P/E (TTM): 17.9X Cap: $7.59B
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Q: Please rank for current purchase w/reasons. Thank you.

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Read Answer Asked by Paul on June 15, 2018

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: What did you think of NVDA earnings?

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Read Answer Asked by Cheryl on June 15, 2018