Investment Q&A

• Tower Semiconductor Ltd. (TSEM $129.08)
  • $129.08 Cap: $13.55B
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Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?

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Read Answer Asked by Adam on June 07, 2018

• Hewlett Packard Enterprise Company (HPE $22.71)
  • $22.71 Cap: $31.01B
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• HP Inc. (HPQ $19.15)
  • $19.15 P/E (TTM): 7.17X Cap: $18.19B
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Q: Hello, what do you think of HPE as an investment in the US technology sector? What is the company's debt / cash flow ratio? Is the ratio good? If you had to select just one between HPE and HPQ, which one would that be? Thanks, Gervais

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Read Answer Asked by Gervais on June 07, 2018

• Salesforce Inc. (CRM $189.97)
  • $189.97 P/E (TTM): 26.22X Cap: $178B
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Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor

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Read Answer Asked by Alnoor on June 07, 2018

• DocuSign Inc. (DOCU $45.54)
  • $45.54 P/E (TTM): 32.22X Cap: $9.11B
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Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?

Slainte, Chris

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Read Answer Asked by Christopher on June 07, 2018

• PayPal Holdings Inc. (PYPL $39.90)
  • $39.90 P/E (TTM): 8.39X Cap: $37.77B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

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Read Answer Asked by Alnoor on June 07, 2018

• Meta Platforms Inc. (META $670.21)
  • $670.21 P/E (TTM): 30.63X Cap: $1.69T
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Q: Should I be worried about this latest Facebook data concern as a shareholder?

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Read Answer Asked by Harrison on June 06, 2018

• Garmin Ltd. (Switzerland) (GRMN $198.69)
  • $198.69 P/E (TTM): 24.81X Cap: $39.47B
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• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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• Exact Sciences Corporation (EXAS $102.66)
  • $102.66 Cap: $19.45B
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• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• Ichor Holdings (ICHR $28.52)
  • $28.52 Cap: $963M
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Nektar Therapeutics (NKTR $35.12)
  • $35.12 Cap: $690M
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• Rapid7 Inc. (RPD $10.51)
  • $10.51 P/E (TTM): 31.54X Cap: $688M
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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 $82.15)
  • $82.15 P/E (TTM): 80.7X Cap: $14.78B
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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 $23.82)
  • $23.82 P/E (TTM): 66.57X Cap: $1.16B
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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 $275.91)
  • $275.91 P/E (TTM): 36.12X Cap: $4.05T
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• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 33.7X Cap: $2.49T
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• Visa Inc. (V $329.13)
  • $329.13 P/E (TTM): 32.25X Cap: $632.18B
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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 $113.20)
  • $113.20 P/E (TTM): 23.7X Cap: $11.87B
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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 $382.89)
  • $382.89 P/E (TTM): 55.26X Cap: $427.01B
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• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
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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 $42.19)
  • $42.19 P/E (TTM): 17.34X Cap: $15.31B
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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 $57.93)
  • $57.93 P/E (TTM): 30.04X Cap: $3.58B
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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 $222.69)
  • $222.69 P/E (TTM): 33.7X Cap: $2.49T
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• Costco Wholesale Corporation (COST $989.29)
  • $989.29 P/E (TTM): 70.2X Cap: $434.25B
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• The Walt Disney Company (DIS $104.97)
  • $104.97 P/E (TTM): 15.21X Cap: $189.64B
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• Nike Inc. (NKE $62.70)
  • $62.70 P/E (TTM): 31.25X Cap: $92.82B
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• Under Armour Inc. Class C (UA $6.15)
  • $6.15 Cap: $2.80B
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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 $271.21)
  • $271.21 P/E (TTM): 23.25X Cap: $15.75B
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• Fortinet Inc. (FTNT $78.93)
  • $78.93 P/E (TTM): 32.63X Cap: $60.32B
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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 $22.02)
  • $22.02 Cap: $1.72B
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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 $412.75)
  • $412.75 Cap: $89.79B
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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 $269.39)
  • $269.39 P/E (TTM): 16.58X Cap: $114.82B
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• Micron Technology Inc. (MU $382.89)
  • $382.89 P/E (TTM): 55.26X Cap: $427.01B
  • View MU Profile
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• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
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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