Investment Q&A

• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.68X Cap: $6.84B
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Q: Hi 5i
Not so much a question as a request for reassurance about the volatility of the previous week. I've been picking up additional shares of cgnx (and others across both US / Canada ) and could do with hearing that I haven't missed obvious signs that the world is ending !

I've taken for granted the volatility-free markets we've had for some time but remember past panics where I watched without participating in, with hindsight, so called bargains.

Thanks
Mike

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Read Answer Asked by mike on February 12, 2018

• Blackstone Inc. (BX $153.77)
  • $153.77 P/E (TTM): 43.3X Cap: $113.34B
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Q: Are you able to comment on BX, particularly the business they're in. I understand they're US and that's not really your focus but you may still be able to provide an opinion.

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Read Answer Asked by Larry on February 12, 2018

• FedEx Corporation (FDX $224.63)
  • $224.63 P/E (TTM): 14.1X Cap: $53B
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Q: I would like to get your thoughts on the latest news that Amazon is looking at the possibility of doing their own shipping and how this may affect Fedex. Should I continue to hold onto my Fedex shares (down slightly) or is this a good time to move on to something else? Maybe Amazon given that they are currently down?
Thanks!

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Read Answer Asked by Brian on February 12, 2018

• SPDR Homebuilders ETF (XHB $103.72)
  • $103.72 P/E (TTM): 13.54X Cap: $1.72B
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• iShares U.S. Home Construction ETF (ITB $99.84)
  • $99.84 P/E (TTM): 11.29X Cap: $2.96B
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Q: THERE ARE A NUMBER HOUSING ETF (US ) AND HOUSING STOCKS.CAN I HAVE AFEW NAME THAT YOU THINK IS WORTHWHILE TO INVEST. THANK YOU,EBRAHIM

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Read Answer Asked by ebrahim on February 12, 2018

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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Q: 5-I,

Any thoughts on the substantial decrease in the dividend just announced?
Thank You

Paul

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Read Answer Asked by paul on February 12, 2018

• Dominion Energy Inc. (D $60.97)
  • $60.97 P/E (TTM): 22.69X Cap: $52.03B
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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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Q: On further weakness, I will be looking to initiate a position in a solid lower BETA growth stock in US. The sort of steady Eddy for the long haul, like BCE in Canada. Would D fit that bill, or would you have any better suggestion?
Thanks

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Read Answer Asked by Daniel on February 12, 2018

• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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Q: I would appreciate your thoughts on the potential purchase of QCOM by AVGO. Would the change in value after the Monday market drop & the possibility AAPL might switch to INTL chips infer the offer may now be revised?

As always - thanks for the insight!
Dawn

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Read Answer Asked by Dawn on February 10, 2018

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
  • View CLCT Profile
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Q: WOW!!
In your opinion, just bad results for big selloff?
Plus general market volatility? Or do you see something else?
Not a good sector to be in at this stage of the game?
Thanks
Stephen

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Read Answer Asked by Stephen on February 09, 2018

• Blue Apron Holdings Inc. (APRN)
  • Cap: $99M
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Q: Hi, may I please have your opinion. Thanks.

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Read Answer Asked by Manoj on February 09, 2018

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: Please advise what analysts are expecting in NVDA's earnings release scheduled for later today.

Thank you, Peter

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Read Answer Asked by Peter on February 09, 2018

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
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• Goldman Sachs Group Inc. (The) (GS $764.36)
  • $764.36 P/E (TTM): 17.19X Cap: $231.38B
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Q: Looking to add a US financial. I already own MFC, RY, TD, BNS, JPM. I'm looking for a 6-7% total return so I don't really need to get too aggressive. Was thinking about GS. Any other recommendations that would fit my criteria? Thanks

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Read Answer Asked by Richard on February 09, 2018

• GE Aerospace (GE $291.49)
  • $291.49 P/E (TTM): 41.75X Cap: $309.10B
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Q: Is GE 'interesting' yet? Understanding that it might cut the dividend entirely.

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Read Answer Asked by John on February 08, 2018

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
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Q: Sorry guys, didn't see the response to Ichr before I send in my question. I suppose the real question now is it too late to get rid of as I am down quite considerable but it's only a small % of over portfolio.
Thanks again for your assistance.

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Read Answer Asked by Patrick on February 08, 2018

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
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Q: Hi All,

Can you please tell me what is happening to Ichor Holdings, down 17% today? time to get out?

Thank you.

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Read Answer Asked by Patrick on February 08, 2018

• Silicon Motion Technology Corporation (SIMO $85.80)
  • $85.80 P/E (TTM): 35.54X Cap: $3.18B
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Q: Hi 5i,
SIMO stock price dropped significantly today despite beating EPS and revenue estimates as reported yesterday. Are there any reasons why?

Thanks!

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Read Answer Asked by Sean on February 08, 2018

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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Q: If you could only hold one us stock in your tfsa for ten years, what stock would you choose. I would say Facebook. What would be your pick and why?

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Read Answer Asked by Vicki L on February 08, 2018

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
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Q: What is your opinion on the latest results released by Ichor Holdings.
Thanks.

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Read Answer Asked by Stephane on February 08, 2018

• Cboe Global Markets Inc. (CBOE $244.71)
  • $244.71 P/E (TTM): 28.26X Cap: $25.59B
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Q: CBOE really dropped. Thought the company would be agnostic to market volatility, or even positive. Do they offer etf’s as part of their selection of products?Could drop in price be from massive inflows into etf’s finally hitting the wall? Would it be a good buy or how about writing a put?

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Read Answer Asked by Anthony on February 08, 2018

• Pentair plc. (PNR $107.21)
  • $107.21 P/E (TTM): 30.01X Cap: $18.32B
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Q: What are your thoughts on this company.

Thanks in advance

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Read Answer Asked by George on February 08, 2018

• AFLAC Incorporated (AFL $110.95)
  • $110.95 P/E (TTM): 25.15X Cap: $59.33B
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Q: Hi 5i: I'm still considering a purchase of AFLAC. The news regarding employee complaints seems no worse, though a few legal firms have made it a point of announcing that they are investigating. Re its quarterly report, I find it hard to decide how well it's doing given the tax effects and yen currency effects. What is your assessment? Do you think it's buyable yet?

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Read Answer Asked by Roland on February 07, 2018