Investment Q&A

• BMO Equal Weight Industrials Index ETF (ZIN $50.82)
  • $50.82 P/E (TTM): 18.21X Cap: $44M
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• State Street Industrial Select Sector SPDR ETF (XLI $161.93)
  • $161.93 P/E (TTM): 26.35X Cap: $26.39B
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Q: Good morning team.
Is there a US industrial ETF equivalent to ZIN in Canada?

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Read Answer Asked by Ken on March 12, 2018

• HSBC Holdings plc. (HSBC $80.19)
  • $80.19 P/E (TTM): 12.96X Cap: $275.56B
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Q: Could you give us your latest opinion on hsbc for a long hold

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Read Answer Asked by dennis on March 12, 2018

• Oclaro Inc. (OCLR $8.26)
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• Lumentum Holdings Inc. (LITE $351.42)
  • $351.42 P/E (TTM): 241.03X Cap: $24.69B
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Q: I have a question about OCLR being bought by LITE. I hold OCLR. Is LITE a company worth holding, or should I sell my OCLR stock before the deal closes? Thanks

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Read Answer Asked by Thomas on March 12, 2018

• Universal Display Corporation (OLED $125.77)
  • $125.77 P/E (TTM): 26.65X Cap: $5.92B
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Q: What are your thoughts on OLED at today's prices? Considering it's recent earnings reports have beat expectations and guidance is only slightly lower, does the price drop not seem like an overreaction?

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Read Answer Asked by Bob on March 12, 2018

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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Q: Should I be selling NVDA stocks or keeping them, considering they stock prices raises due to bitcoin popularity. However as bit coin might go down, would NVDA still be a longer term investment?

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Read Answer Asked by Peter on March 12, 2018

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 20.29X Cap: $139.79B
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• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 35.53X Cap: $244.11B
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• Xylem Inc. New (XYL $139.69)
  • $139.69 P/E (TTM): 35.94X Cap: $34.30B
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• ServiceNow Inc. (NOW $141.80)
  • $141.80 P/E (TTM): 18.22X Cap: $151.80B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave

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Read Answer Asked by Dave on March 12, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $176.14)
  • $176.14 P/E (TTM): 29.26X Cap: $2.81B
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Q: I have ZQQ, TECH GIANTS as my holdings in tech. I would like to buy some individual tech companies for both my CDN and US portfolios. Could you recommend 2 or 3 stocks each from Canada and the US THAT would be good growth companies.
Thanks for your advice.
Kevin

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Read Answer Asked by Kevin on March 12, 2018

• Micron Technology Inc. (MU $345.09)
  • $345.09 P/E (TTM): 44.74X Cap: $368.06B
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Spotify Technology S.A. (SPOT $539.37)
  • $539.37 Cap: $109.94B
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Q: I have a well diversified CND and US portfolio. I have some US cash to deploy and currently own BAC, BIIB, GOOGL, AAPL, DWDP, FLIR, MS, SWKS and PYPL. I have a high risk tolerance and am looking for growth vs income. What would you top 3 US names be in order and what is your rational for the 3 picks. Thank you - Your advice has helped me become a better investor, GREAT service.
Scott

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Read Answer Asked by Scott on March 12, 2018

• Express Scripts Holding Company (ESRX $92.33)
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Q: According to BloombergBusinessWeek , Cigna’s offer to buy ESRX.us includes $15 billion in debt, and Cigna will pay $48.75 in cash plus 0.2434 shares per Express Scripts share. That is approximately $96.03 per share , says Bloomberg. Yet in the past 2 days (8 and midday 9 March) ESRX shares have traded in the range US$79 – 85. This is noticeably lower than the offer valued at $96.

Do you see this as an opportunity to buy more ESRX? Or should an ESRX holder just wait and see? OR, do you think it is best to manage risk and sell ---even if price is 10 to 15% below current offer from Cigna. Is deal risk higher than most on this offer, given upheavels seen by pharmacy benefits managers and pharma chains like CVS?

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Read Answer Asked by Adam on March 12, 2018

• iRhythm Technologies Inc. (IRTC $179.43)
  • $179.43 Cap: $5.78B
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Q: I undertand that Irhythm Technologies, a US medical device/technology company, is far beyond the normal scope of your stock analysis. However it appears that the company is combining heart monitoring and analytics through a simple patch. This appears to be a significant development but...
I would appreciate your comments on the company if you venture into this sector of the market.
With gratitude for your assistance to retail investors.
Ed

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Read Answer Asked by Ed on March 12, 2018

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • Cap: $418M
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Q: Hi 5i team, I would like to dabble into ETF. How does MER affect the return ? From the 5-year chart of HQU has a 600% return , will you not consider it a choice of long term investment option ? Thanks for all your advie.

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Read Answer Asked by victor on March 12, 2018

• Home Depot Inc. (The) (HD $374.64)
  • $374.64 P/E (TTM): 23.81X Cap: $357.94B
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• Johnson & Johnson (JNJ $204.39)
  • $204.39 P/E (TTM): 20.03X Cap: $495.71B
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Q: Hey guys,
What do you think about buying these 2 stocks at the present time for a long term hold or would you wait.
Thank you, John.

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Read Answer Asked by John on March 12, 2018

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 20.29X Cap: $139.79B
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• Charles Schwab Corporation (The) (SCHW $100.17)
  • $100.17 P/E (TTM): 23.87X Cap: $180.07B
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• iRhythm Technologies Inc. (IRTC $179.43)
  • $179.43 Cap: $5.78B
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Q: Hopefully, your research will recognise the first 3 NASDAQ listings. Based on the continuing manic disorder in the Land of the Free & the Home of the Brave I am planning on certain substantial changes in our US investments. The major tax changes certainly provide new opportunities & I would appreciate your evaluation & assessment of the 4 individual choices I am considering. Thank you.

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Read Answer Asked by Robert on March 09, 2018

• Principal Financial Group Inc (PFG $90.29)
  • $90.29 P/E (TTM): 13.23X Cap: $19.96B
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Q: Your insight please on whether PFG.us suits a conservative investor, interested in dividend growth. Asset managers have many challenges. What is your opinion of the business model of PFG? Is it profitably sustainable or is it an American AGF.ca?

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Read Answer Asked by Adam on March 09, 2018

• Wayfair Inc. Class A (W $115.93)
  • $115.93 Cap: $15.11B
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Q: Hello 5i,
Could I have your current assessment of Wayfair. They have lots of cash and seem to be investing heavily in future growth. I already own Amazon and find W intriguing.
Thanks
Dave

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Read Answer Asked by Dave on March 09, 2018

• Leggett & Platt Incorporated (LEG $12.31)
  • $12.31 P/E (TTM): 7.3X Cap: $1.63B
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Q: Do you consider LEG.us a value stock or value AND growth? Is it reasonable to buy at current levels for a conservative investor with an eye to long term growth and some dividend? Its ROE seems good, but PEG is almost 2 (1.95, I think). If you have other suggestions I would appreciate them very much

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Read Answer Asked by Adam on March 09, 2018

• Arconic Corporation (ARNC)
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Q: I have a significant holding ( and loss ) in Arconic , a spinoff from Alcoa. I had expected the Aircraft Industry Sector expansion to lift this stock - Any thoughts ?

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Read Answer Asked by Thomas on March 09, 2018

• Bank of America Corporation (BAC $55.85)
  • $55.85 P/E (TTM): 15.2X Cap: $410.25B
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• Home Depot Inc. (The) (HD $374.64)
  • $374.64 P/E (TTM): 23.81X Cap: $357.94B
  • View HD Profile
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Q: If I wanted to invest in a theme where the real US economy begins to see robust growth from the benefit of the Trump admin's policies that benefit the working class and domestic economic activity, are there any US stocks that you could suggest that may benefit from such a scenario?

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Read Answer Asked by Rick on March 09, 2018

• iRhythm Technologies Inc. (IRTC $179.43)
  • $179.43 Cap: $5.78B
  • View IRTC Profile
  • View Questions on IRTC

Q: This was a top pick of David burrows on market. The thesis is interesting. Are you familiar with the company? If so please comment on the company. Is it a buy? Note that I’m a moderately aggressive investor.
Kind regards,
Karim

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Read Answer Asked by Karim on March 09, 2018

Q: Please give our thought on reml-us

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Read Answer Asked by manochehr on March 08, 2018