Investment Q&A

• Autodesk Inc. (ADSK $303.50)
  • $303.50 P/E (TTM): 64.25X Cap: $64.64B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: I've just read a Transparency Market Report on these three equities.( I already own NVDA and plan to hold.) Would you please give me your views on the other two? Might they have the same potential as NVDA? Thank you for already making me richer--just hoping for more.....

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Read Answer Asked by Elaine or Gerry on June 08, 2017

• Invesco Aerospace & Defense ETF (PPA $152.83)
  • $152.83 P/E (TTM): 17.45X Cap: $6.59B
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• iShares U.S. Aerospace & Defense ETF (ITA $206.04)
  • $206.04 P/E (TTM): 22.22X Cap: $11.67B
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Q: Hello,

Can you suggest an etf or stock suggestion to capture the global increase in defence and security spending. Also Trump is pushing hard on G7 countries to increase defence budgets. A lot of money could be flowing towards that sector. Also are these increases already priced in? Thanks. Shyam

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Read Answer Asked by Shyam on June 08, 2017

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: In light of your recent comments about AAPL, would you sell NVDA to buy AAPL at this point? (Thanks to you, I've done very well with NVDA to this point!!)

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Read Answer Asked by Jim on June 08, 2017

• Lumentum Holdings Inc. (LITE $149.61)
  • $149.61 P/E (TTM): 431.78X Cap: $10.45B
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Q: Can you please comment on LITE. I realize it is US company. Stock has been strong the past while and I don't see direct explanation for it. As well, it seems to move in tandem with VIAVI. Any insight would be appreciated. thank you

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Read Answer Asked on June 07, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: Hi Team

Can you shed some light on the 10% plus jump in Oclaro this last 5 days?
I am looking forward to seeing Peter on BNN at 1pm today (Tuesday 6th)

Cheers for now

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Read Answer Asked by El-ann on June 06, 2017

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 35.66X Cap: $230.07B
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• Oracle Corporation (ORCL $292.96)
  • $292.96 P/E (TTM): 68.42X Cap: $832.50B
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Q: At today's prices, which of the above companies would you add to and in what order; and which one additional US stock would you buy today.
Thanks,
Terry

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Read Answer Asked by Terry on June 06, 2017

• iShares Russell 2000 Growth ETF (IWO $317.33)
  • $317.33 P/E (TTM): 21.85X Cap: $12.86B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.33)
  • $101.33 Cap: $2.21B
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• Vanguard U.S. Total Market Index ETF (VUN $122.43)
  • $122.43 P/E (TTM): 26.28X Cap: $13.54B
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Q: I own VUN and VGG, plus several other US companies which make up my US portfolio. I'm looking for more growth - would you recommend IWO? Would you drop either of the Vanguard ETFs?
Thanks

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Read Answer Asked by Ryan on June 06, 2017

• HSBC Holdings plc. (HSBC $65.92)
  • $65.92 P/E (TTM): 11.04X Cap: $232.32B
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Q: What do you think about a long position in HSBC Holding ABR? Since the bank pays pretty high dividend, would you consider it a good long term income position?

Thanks!

Irek

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Read Answer Asked by Irek on June 06, 2017

• Lam Research Corporation (LRCX $131.37)
  • $131.37 P/E (TTM): 33.98X Cap: $166.26B
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• Tencent Holdings Ltd. ADR (TCEHY $79.96)
  • $79.96 P/E (TTM): 29.41X Cap: $745.30B
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Q: I am looking at these two stocks. I like the high growth and industry tail winds. Your comments would be appreciated.

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Read Answer Asked by Leo on June 06, 2017

• Pacer Trendpilot US Mid Cap ETF (PTMC $34.68)
  • $34.68 P/E (TTM): 19.55X Cap: $400M
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Q: hello 5i:
I believe this is the first question asked on this ETF (Pacer Trendpilot 450). As you are confessed momentum advocates, would you be interested in something like this and could you analyze the ETF please?

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Read Answer Asked by Paul on June 06, 2017

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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Q: Your opinion for this company ? Thank you

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Read Answer Asked by Kamal on June 05, 2017

• Wynn Resorts Limited (WYNN $119.89)
  • $119.89 P/E (TTM): 35.61X Cap: $12.46B
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Q: Hi, do you have an opinion on any Macau gaming stocks like WYNN, MGM, or MLCO? I am interested in a high risk, speculative position. Thanks.

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Read Answer Asked by Jason on June 05, 2017

• iShares 7-10 Year Treasury Bond ETF (IEF $96.91)
  • $96.91 Cap: $38.21B
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Q: IEF 7-10 year Treasury Bond ETF

Your thoughts on IEF as part ( 2% ) of a fixed income portfolio.

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Read Answer Asked by Doug on June 05, 2017

• Appian Corporation (APPN $28.51)
  • $28.51 Cap: $2.11B
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Q: Appian has a successful IPO last week with a soaring stock price after the company debut. Past data indicates slow growth with increasing losses in the last quarter. Please kindly advise if it is a good candidate for investment? Thank you. Bill

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Read Answer Asked by Bill on June 05, 2017

• OSI Systems Inc. (OSIS $241.50)
  • $241.50 P/E (TTM): 28.69X Cap: $4.18B
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Q: Can I please get your opinion of OSI Systems.

Thanks

Dave

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Read Answer Asked by David on June 05, 2017

• Canadian Solar Inc. (CSIQ $13.38)
  • $13.38 Cap: $895M
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Q: I keep wanting to buy something in the solar space. The overall trend seems to be too strong to not do well eventually. Picking a winner however is another matter. Does CSIQ look better given the latest results and the new and substantial contract in Dubai? If not CSIQ is there anything you would recommend? Thank-you again for your insight and great service, the only great service I have ever come across for us mere retail investors.

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Read Answer Asked by Alex on June 05, 2017

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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Q: Good morning, 5i team,

I know you don't usually give advice on US stocks. I wonder if you can provide your opinion if Amazon is a buy at the current price! What do you think of the valuation n growth in the next three years? What would be the greatest risk?

Do you think it's better to buy a Healthcare stock instead? If yes, can you provide a name or two mainly for growth?

Thanks a lot! Rossana.

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Read Answer Asked by Rossana on June 05, 2017

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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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 5 I research. I would like you to name your favorite US stock
that shows decent growth for the next short teem.
Thanks so much for your invaluable information on the Canadian side. Maurice

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Read Answer Asked by Maurice on June 05, 2017

• iShares Russell 2000 Growth ETF (IWO $317.33)
  • $317.33 P/E (TTM): 21.85X Cap: $12.86B
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Q: Do you know of any ETFs which cover the small-cap technology space ?

Thanks

Dave

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Read Answer Asked by David on June 03, 2017

• Miscellaneous (MISC)
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Q: Can you explain the use of limited partnerships as a tax strategy and can you rate the various companies offering these investments.
Thank you Terry

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Read Answer Asked by TERRY on June 03, 2017