Investment Q&A

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
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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 $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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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 $685.29)
  • $685.29 Cap: $139.69B
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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

• Heartbeam Inc. (BEAT $1.65)
  • $1.65 Cap: $66M
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Q: Thoughts on move up today and future prospects?

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Read Answer Asked by Joel on April 26, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Palo Alto Networks Inc. (PANW $208.55)
  • $208.55 P/E (TTM): 134.06X Cap: $139.49B
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• Check Point Software Technologies Ltd. (CHKP $195.56)
  • $195.56 Cap: $21.46B
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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

• Black Box Corporation (BBOX $1.09)
  • $1.09 Cap: $16M
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Q: Could you please give me your opinion on this stock. New CEO and a past pick by Benj Gallander. Thank you for you analysis.

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Read Answer Asked by Ian on April 26, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Good Morning Team,

Is it wise to go overweight on Square at these levels given its potential and upcoming earning report? Why or Why not?

Thank you for your continued support!

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Read Answer Asked by Saeed on April 26, 2018

• Wynn Resorts Limited (WYNN $119.89)
  • $119.89 P/E (TTM): 35.61X Cap: $12.46B
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• Check Point Software Technologies Ltd. (CHKP $195.56)
  • $195.56 Cap: $21.46B
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Q: What are your thoughts on CHKP and WYNN after recent earnings. Are they worth holding as part of a balanced portfolio or is it time to let them go as there may be better opportunities elsewhere.

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Read Answer Asked by Paul on April 25, 2018

• Six Flags Entertainment Corporation (SIX)
  • P/E (TTM): 100.0X Cap: $2.69B
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Q: What do you think of this stock as an investment? I never hear anything about it but the chart looks great and I feel like it might have a good combination of dividend yield and growth. Is the dividend safe? Is the valuation attractive? What is you General take on the company? Thanks

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Read Answer Asked by Scott on April 25, 2018

• Workhorse Group Inc. (WKHS $1.04)
  • $1.04 Cap: $15M
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Q: 5-I
What are you thoughts on Workhorse (WKHS-Nasdaq)? Do you feel commercial electric vehicles are a worthwhile investment to look at this early? Do you know of any competition in this sector?
Thank you,

Paul

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Read Answer Asked by paul on April 25, 2018

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.43X Cap: $140.88B
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• Verizon Communications Inc. (VZ $39.85)
  • $39.85 P/E (TTM): 9.52X Cap: $168.02B
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• Vanguard Dividend Appreciation FTF (VIG $212.59)
  • $212.59 P/E (TTM): 24.54X Cap: $90.06B
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Q: I have Student Transportation in my US account. What would be some good US dividend Stocks and/or ETF's I could invest in to replace the lost dividends that I receive when it is sold later this month? I am looking at 3 or 4 stocks and 1 or 2 ETF's.
Thanks for the advice as it is always welcome.

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Read Answer Asked by Kevin on April 25, 2018

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
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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

• Financial Select Sector SPDR (XLF $52.16)
  • $52.16 P/E (TTM): 21.43X Cap: $52.19B
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• Health Care Select Sector SPDR (XLV $142.11)
  • $142.11 P/E (TTM): 23.15X Cap: $35.33B
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• Technology Select Sector SPDR ETF (XLK $278.39)
  • $278.39 P/E (TTM): 39.23X Cap: $89.15B
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Q: I would like set up a portfolio of US ETF, unhedged to Canadian market. Broad market, Technology, Banks, and Health etc.
Thank you for your great service
Shirley

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Read Answer Asked by Shirley on April 25, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
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Q: I'm considering buying some HCLP, What is your take on this?

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Read Answer Asked by Dennis on April 25, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: There is news that SQ acquires Zesty.
What type of co. is this and your thoughts please.

Thank you.

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Read Answer Asked by claudette on April 24, 2018

• Altria Group Inc. (MO $66.54)
  • $66.54 P/E (TTM): 12.71X Cap: $111.77B
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• Procter & Gamble Company (The) (PG $149.69)
  • $149.69 P/E (TTM): 23.13X Cap: $350.62B
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• Constellation Brands Inc. (STZ $141.33)
  • $141.33 Cap: $24.73B
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• Walmart Inc. (WMT $101.84)
  • $101.84 P/E (TTM): 38.26X Cap: $811.95B
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Q: Hello, since the beginning of the year Altria (MO) stock has decreased by more than 20% in value. Has the time come to let it go? Do you believe there is a possibility that Altria could get into the Marijuana / Cannabis business? In your opinion, what would be the best 3 or 4 alternatives to (MO) in the US non cyclical sector (consumer defensive sector) right now? Thanks, Gervais

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Read Answer Asked by Gervais on April 24, 2018

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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• Celgene Corporation (CELG $108.24)
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Hi Peter,

I am looking to add some shares from one of the following companies and want to know at their current valuations, which would you choose if you had a 3-5 year time horizon?

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Read Answer Asked by Bob on April 24, 2018

• 3M Company (MMM $148.75)
  • $148.75 P/E (TTM): 21.26X Cap: $79.22B
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• Waters Corporation (WAT $331.00)
  • $331.00 P/E (TTM): 29.8X Cap: $19.70B
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Q: The above companies got punished today. Do you think this represents a buying opportunity?

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Read Answer Asked by Andrew on April 24, 2018

• 3M Company (MMM $148.75)
  • $148.75 P/E (TTM): 21.26X Cap: $79.22B
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Q: May I please have your thoughs on today's selloff, and its sizable decline since its February highs. I realize it has been a victim of the Trump tariff talks, but is there any real concern here for a long-term investor? I was thinking of adding to my position since it has fallen to 2.8% of my portfolio, or would it be advisable to allocate new funds elsewhere?

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Read Answer Asked by Peter on April 24, 2018

• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 25.75X Cap: $2.86T
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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 $149.61)
  • $149.61 P/E (TTM): 431.78X Cap: $10.45B
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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