Investment Q&A

• Molson Coors Beverage Company Class B (TAP $45.97)
  • $45.97 P/E (TTM): 9.07X Cap: $9.08B
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Q: What do you think of TAP for the next several years after its recent weak guidance? Too early to buy?

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Read Answer Asked by Graeme on June 13, 2017

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 24.18X Cap: $13.74B
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Q: Hi Peter &Ryan
I am currently sitting on about 30% cash as I just had a pref called on the US side .
Would you sit on cash right now or jump back into the market and if so could I have some names of Can. domiciled companies that trade in US $.
The balance of my porfoilo is reasonably balanced so I could add to any sector.
I am looking for div stocks and capital preservation over growth.
Kind Regards
Stan

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Read Answer Asked by Stan on June 13, 2017

• Invesco Semiconductors ETF (PSI $68.46)
  • $68.46 P/E (TTM): 37.07X Cap: $785M
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Q: PSI.US is an ETF in the U.S. semiconductor industry.

I recently made the mistake of loading up on two of its better performing stocks, NVDA and LRCX.

Do you like PSI.US?

Thanks Peter,
Don

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Read Answer Asked by Don on June 13, 2017

• FMC Corporation (FMC $29.08)
  • $29.08 P/E (TTM): 25.98X Cap: $3.63B
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• Albemarle Corporation (ALB $89.86)
  • $89.86 Cap: $10.57B
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Q: I hold both of these stocks and would like to trim back to 50% of what I hold. Would you suggest keeping both or just one and if so which one.

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Read Answer Asked by Bonnie on June 12, 2017

• Impinj Inc. (PI $187.96)
  • $187.96 Cap: $5.46B
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Q: Hi Peter and team,
Impinj Inc has a very nice run up lately, it dropped 13% today along with the other tech stock.

What is your thought of this company. Do you see strong future growth?

Would you think it is buyable at this level or is it still too expensive?

Thanks as always. Pui

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Read Answer Asked by Pui on June 12, 2017

• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 25.75X Cap: $2.86T
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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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Q: Can you recommend a handful of your preferred US tech names? Also can you suggest anything in your coverage universe in tech that you would be wary of right now? For the latter I am curious about Canadian tech companies that you like but that for one reason or another may be best to avoid in the shorter term. Thanks.

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Read Answer Asked by Alex on June 12, 2017

• Sapiens International Corporation N.V. (SPNS $43.01)
  • $43.01 Cap: $2.40B
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Q: Strong downward move recently. Would appreciate your current views. Full position held in trust for children w/5 year minimum time horizon. Agressive growth is goal. Thank you.

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Read Answer Asked by Joel on June 12, 2017

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.68X Cap: $6.84B
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Q: Hi,
I currently don't hold any tech. With the drop last week almost sector wide would you think this is a good entry point? I'm long term (at least 3-5 years), fairly comfortable with risk. What would you recommend? Any drips available will be utilized as well.

THanks!

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Read Answer Asked by david on June 12, 2017

• Lumentum Holdings Inc. (LITE $149.61)
  • $149.61 P/E (TTM): 431.78X Cap: $10.45B
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Q: Would you kindly give your opinion on whether I should continue to hold both LITE and VIAV, and their future prospects? Are these a long term (3-7 yr.) hold?

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Read Answer Asked by Joseph on June 12, 2017

• Align Technology Inc. (ALGN $125.79)
  • $125.79 P/E (TTM): 22.2X Cap: $9.11B
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Q: Hello 5i,
Can you please provide your opinion of ALIGN TECHNOLOGY, (ALGN). Is it a good choice in this sector? and or can you please suggest another company in this sector.
I'm a medium risk investor. Thank you for your great service!

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Read Answer Asked by Valter on June 12, 2017

• The Walt Disney Company (DIS $109.19)
  • $109.19 P/E (TTM): 17.37X Cap: $196.31B
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• Invesco NASDAQ 100 Index ETF (QQC $40.30)
  • $40.30 P/E (TTM): 34.28X Cap: $1.20B
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Q: I have held DIS for about 3 years and have a gain of 30% but it has not done much lately and seems to be range bound and having problems in its ESPN division. I'm thinking of switching to QQC to get some exposure to US Tech and hopefully more growth. What is your opinion of this move?

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Read Answer Asked by David on June 12, 2017

• Miscellaneous (MISC)
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Q: With regards to the downturn in Technology stocks - Goldman Sachs issued a note today saying that FANG's are mispriced (and should be lower in conclusion).

I think that would affect the market more than the short seller tweet.

https://heisenbergreport.com/2017/06/09/heresy-goldman-says-fang-mispriced-warns-of-factormageddon/

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Read Answer Asked by Mayur on June 09, 2017

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: Boy, tech is being devastated today NVDA FB/ AVGO/ LRCX etc etc

What is causing this nuclear devastation amongst these high flyers all today and all together?

Thanks for your insight

Sheldon

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Read Answer Asked by Sheldon on June 09, 2017

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: Seems tech sector was attacked harder following Citron‘shorting on NVDA.
I have no idea why Citron has so powerful impact on the market.

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Read Answer Asked by Jim on June 09, 2017

• NewAge Inc. (NBEV)
  • P/E (TTM): -0.4X Cap: $13M
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Q: Hi 5i team,

May I have your thoughts on Nbev. New age beverages corp.

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Read Answer Asked by Michael on June 09, 2017

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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• Lockheed Martin Corporation (LMT $505.05)
  • $505.05 P/E (TTM): 28.51X Cap: $117.91B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Hi 5i - with the Feds announcing 64 Billion in defense spending, which companies do you think could see a material benefit, and on what kind of timeline?

Thx for your hard work.

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Read Answer Asked by Rick on June 09, 2017

• Nuveen Preferred & Income Opportunities Fund (JPC $8.15)
  • $8.15 P/E (TTM): 6.22X Cap: $2.60B
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• Duff & Phelps Utility and Infrastructure Fund Inc. (DPG $13.12)
  • $13.12 Cap: $500M
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Q: I am curious your opinion on DPG and JPC to generate income from USD. Thanks.

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Read Answer Asked by Peter on June 09, 2017

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
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Q: Hi Peter and Team,

Please comment on this US stock. What is forward PE and its growth potential in the hot industry?

Thanks,
Jim

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Read Answer Asked by Jim on June 08, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: I am a new member. Does your service cover only Canadian equities?
I am up 20% in OCLR. Should I sell or hold?

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Read Answer Asked by Doug on June 08, 2017

• iShares S&P Global Clean Energy Index Fund (ICLN $15.78)
  • $15.78 P/E (TTM): 39.26X Cap: $1.72B
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Q: Hey guys,
I am wondering what you think about the clean energy sector? Is it a good time to be investing here? I work in the oil industry so I wonder would this be a smart way to hedge against my job for the future. I've been thinking of playing this sector with ICLN, the iShares Global Clean Energy ETF.

What do you think?
thanks

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Read Answer Asked by Sheldon on June 08, 2017