Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Again,

I currently don't have any US Holdings. It appears that the exchange rate has normalized a bit. Do you think this is a good time to start a USD portfolio?

Upvote 0

Read Answer Asked by Jamie on October 23, 2017

• GE Aerospace (GE $293.44)
  • $293.44 P/E (TTM): 38.38X Cap: $311.17B
  • View GE Profile
  • View Questions on GE

Q: Further to a disappointing quarter result and horrible guidance, what do you think the new CEO will do? Any possibility that GE will be split up into several companies ... medical device, aerospace, and oil/gas etc? If so, how do you think the stock price would react?

Upvote 0

Read Answer Asked by Liping on October 23, 2017

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
  • View WMT Profile
  • View Questions on WMT

Q: Hi 5i Team.

Would you agree to selling Walmart and use the proceeds to buy Amazon ?
The dividend is not necessary , as I am more growth oriented.
I have held WMT in my portfolio for over twenty years.

Upvote 0

Read Answer Asked by David on October 23, 2017

• Axon Enterprise Inc. (AAXN)
  • P/E (TTM): -258.0X Cap: $11.09B
  • View AAXN Profile
  • View Questions on AAXN

Q: Can you tell me the short position on Axon (previously Taser). They seem to be in some trouble with the SEC.

Upvote 0

Read Answer Asked by stephen on October 23, 2017

• Allergan plc (AGN $193.02)
  • $193.02 Cap: $63.65B
  • View AGN Profile
  • View Questions on AGN

Q: Is this a good opportunity at this time for a two year hold?

Upvote 0

Read Answer Asked by hal on October 23, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
  • View COR Profile
  • View Questions on COR

Q: Good morning
On september 13th I asked a question about a suggested portfolio set up.
The answer given was:
Canadian growth: CAE, KXS, GUD, TOY, DOL, CAE
Canadian dividend: PBH, ZCL, SIS, FTS, GSY, ENB, ET, BEI.UN, AQN, T
US: CGNX, GOOG, NVDA, COR
For the US could you please clarify which stock is COR ?
Are there any changes to this lineup if initiating positions today?
Thanks
Victoria

Upvote 0

Read Answer Asked by Anna on October 23, 2017

• Rite Aid Corporation (RAD)
  • Cap: $42M
  • View RAD Profile
  • View Questions on RAD

Q: I know you don't cover American stocks but was wondering if I could get your opinion on RAD.

Upvote 0

Read Answer Asked by Paul on October 23, 2017

• Celgene Corporation (CELG $108.24)
  • View CELG Profile
  • View Questions on CELG

Q: If I may follow up to today's question about celgene; how does the lack of a dividend paid by celgene bring you to recommend against moving towards a 5% position?
Can you please explain your rationale?
Most growth stock do not pay dividends, yet you have in the passed given the 'ok' for full position ( goog, fb)
Thank you
Karim

Upvote 0

Read Answer Asked by Karim on October 20, 2017

• Chemours Company (The) (CC $12.32)
  • $12.32 Cap: $1.72B
  • View CC Profile
  • View Questions on CC

Q: I acquired a small position in Chemours when it was split off from Dupoint. I have watched as it grows with great momentum. Do you think it wise to expand my holding to a full position or has it run a bit ahead of itself at this point? As always, thanks for the consistently great advise.

John

Upvote 0

Read Answer Asked by John on October 20, 2017

• Celgene Corporation (CELG $108.24)
  • View CELG Profile
  • View Questions on CELG

Q: I currently own a 3.5 % position in celgene. Yesterday's accouncement of a failure to proceed to a phase 3 drug trial has led to two analyst downgrades. The stock is down 6 percent pre market. Would you be comfortable, at this moment, to top up to 5%? Or do you see more downside for the company, and would prefer to let things settle.
Thank you
Karim

Upvote 0

Read Answer Asked by Karim on October 20, 2017

• GE Aerospace (GE $293.44)
  • $293.44 P/E (TTM): 38.38X Cap: $311.17B
  • View GE Profile
  • View Questions on GE

Q: With the miss and the weakness in the stock would now be a good time to take a long term position or would you see more pain and possible div. cut.

Upvote 0

Read Answer Asked by dennis on October 20, 2017

• The Kraft Heinz Company (KHC $25.44)
  • $25.44 Cap: $29.86B
  • View KHC Profile
  • View Questions on KHC
• Hormel Foods Corporation (HRL $22.98)
  • $22.98 P/E (TTM): 16.56X Cap: $12.20B
  • View HRL Profile
  • View Questions on HRL

Q: These stocks are making new lows.
They are not in favour right now.
Money is coming out of this sector because packaged foods are not popular etc? Growth stocks are back in favour?
Is this an opportunity?

Upvote 0

Read Answer Asked by ian on October 20, 2017

• FedEx Corporation (FDX $273.87)
  • $273.87 P/E (TTM): 15.79X Cap: $62.99B
  • View FDX Profile
  • View Questions on FDX
• Cargojet Inc. Common and Variable Voting Shares (CJT $79.19)
  • $79.19 P/E (TTM): 10.08X Cap: $1.15B
  • View CJT Profile
  • View Questions on CJT

Q: Can you please give me PE and forward PE for both companies. How do they differ? Even in a economically sensitive business, wouldn't you assume cjt can still grow with simply the transition to online versus BandM.

Upvote 0

Read Answer Asked by Jordan on October 20, 2017

• Gilead Sciences Inc. (GILD $127.12)
  • $127.12 P/E (TTM): 19.6X Cap: $155.41B
  • View GILD Profile
  • View Questions on GILD

Q: How big is the news GILD for FDA approval for Cancer drugs? I think it is significant. Can I make a case for a full or half position on this company. Currently have very limited exposure in this sector..except if SIS is considered a healthcare stock. Thanks. Shyam

Upvote 0

Read Answer Asked by Shyam on October 20, 2017

• Molson Coors Beverage Company Class B (TAP $46.39)
  • $46.39 Cap: $8.71B
  • View TAP Profile
  • View Questions on TAP

Q: Just noticing TAP is getting cheap, is it a trap. What would you say about its prospects for the next few years? Is there a better choice in the sector?

Upvote 0

Read Answer Asked by Kuldar on October 20, 2017

• NanoString Technologies Inc. (NSTG)
  • Cap: $5M
  • View NSTG Profile
  • View Questions on NSTG

Q: Nanostring Technologies. I am curious to know why the free fall?

Upvote 0

Read Answer Asked by Peter on October 19, 2017

• Ichor Holdings (ICHR $16.21)
  • $16.21 Cap: $526M
  • View ICHR Profile
  • View Questions on ICHR

Q: Why is Ichor Holdings down so much today?

Upvote 0

Read Answer Asked by Gooding on October 19, 2017

• Bank of America Corporation (BAC $52.48)
  • $52.48 P/E (TTM): 14.09X Cap: $379.21B
  • View BAC Profile
  • View Questions on BAC
• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
  • View JPM Profile
  • View Questions on JPM

Q: Which is your favorite US Bank and why would you buy it today?
Thank you.

Upvote 0

Read Answer Asked by Uli on October 19, 2017

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX $104.40)
  • $104.40 P/E (TTM): 4.36X Cap: $453.26B
  • View NFLX Profile
  • View Questions on NFLX

Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis

Upvote 0

Read Answer Asked by Dennis on October 19, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
  • View OCLR Profile
  • View Questions on OCLR
• Ichor Holdings (ICHR $16.21)
  • $16.21 Cap: $526M
  • View ICHR Profile
  • View Questions on ICHR
• Brooks Automation Inc. (BRKS)
  • P/E (TTM): 78.0X Cap: $8.64B
  • View BRKS Profile
  • View Questions on BRKS

Q: How would you order the following US stocks in terms of growth potential: OCLR, ICHR, SQ, BRKS.
What is best buy today?
Thanks,

Milan

Upvote 0

Read Answer Asked by Milan on October 19, 2017