Investment Q&A

• Rockwell Automation Inc. (ROK $360.65)
  • $360.65 P/E (TTM): 40.94X Cap: $40.58B
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• ATS Corporation (ATS $42.01)
  • $42.01 Cap: $4.05B
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• Grayscale Bitcoin Trust (GBTC $55.18)
  • $55.18 Cap: $11.02B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• Beyond Inc Com (OSTK)
  • Cap: $760M
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Q: Thank you for your great guidance! Would you give an opinion on Robot stocks and Bitcoin stocks and some examples of each that you would consider investable

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Read Answer Asked by M Anne on September 18, 2020

• Rockwell Automation Inc. (ROK $360.65)
  • $360.65 P/E (TTM): 40.94X Cap: $40.58B
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• ATS Corporation (ATS $42.01)
  • $42.01 Cap: $4.05B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• Brooks Automation Inc. (BRKS)
  • P/E (TTM): 78.0X Cap: $8.64B
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Q: What would be your top three recommended automation stocks in Canada and the U.S.? Fourty year old with a 5-10 year time frame

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Read Answer Asked by Allan on September 17, 2020

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

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Read Answer Asked by mike on May 04, 2020

• ATS Corporation (ATS $42.01)
  • $42.01 Cap: $4.05B
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• Zebra Technologies Corporation (ZBRA $208.45)
  • $208.45 P/E (TTM): 25.17X Cap: $10.20B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• ROBO Global Robotics and Automation Index ETF (ROBO $71.07)
  • $71.07 P/E (TTM): 21.95X Cap: $1.50B
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Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

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Read Answer Asked by jacques on May 04, 2020

• Illumina Inc. (ILMN $126.20)
  • $126.20 P/E (TTM): 22.63X Cap: $19.26B
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• Intuitive Surgical Inc. (ISRG $469.98)
  • $469.98 P/E (TTM): 60.74X Cap: $167.58B
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• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• ROBO Global Robotics and Automation Index ETF (ROBO $71.07)
  • $71.07 P/E (TTM): 21.95X Cap: $1.50B
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• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $1M
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Q: what are the best companies to buy that will benefit from research and development of robotics? also is there an it there an ETF in this area that you like? thanks Richard

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Read Answer Asked by richard on April 28, 2020

• Garmin Ltd. (Switzerland) (GRMN $244.78)
  • $244.78 P/E (TTM): 27.44X Cap: $46.40B
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• Intuitive Surgical Inc. (ISRG $469.98)
  • $469.98 P/E (TTM): 60.74X Cap: $167.58B
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• Veeva Systems Inc. Class A (VEEV $178.11)
  • $178.11 P/E (TTM): 36.11X Cap: $29.09B
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• Fortinet Inc. (FTNT $78.89)
  • $78.89 P/E (TTM): 34.06X Cap: $58.70B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• Arista Networks Inc. (ANET $135.01)
  • $135.01 P/E (TTM): 49.41X Cap: $164.35B
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• Incyte Corporation (INCY $92.23)
  • $92.23 P/E (TTM): 14.11X Cap: $18.03B
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Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

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Read Answer Asked by Marco on March 24, 2020

• Intuitive Surgical Inc. (ISRG $469.98)
  • $469.98 P/E (TTM): 60.74X Cap: $167.58B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: I wonder why ISRG just keep falling in recent two days ? Is CGNX at a good entry point now ? Why it has not done much for past 2 years while other AI STOCK recover ?

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Read Answer Asked by Lai Kuen on January 10, 2020

• Applied Materials Inc. (AMAT $369.34)
  • $369.34 P/E (TTM): 37.03X Cap: $296.80B
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• Micron Technology Inc. (MU $382.09)
  • $382.09 P/E (TTM): 38.44X Cap: $446.05B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

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Read Answer Asked by Sandy on May 27, 2019

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: How bad were its earning report?

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Read Answer Asked by Wayne on April 30, 2019

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Your thoughts on cgnx currently, though I'm still -15%, I've been worse.

Thanks Mark

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Read Answer Asked by Mark on February 25, 2019

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: could you comment on the result of CGNX is it a good buy at this level

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Read Answer Asked by paul on October 30, 2018

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Your current thoughts on cgnx.

Thanks

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Read Answer Asked by Mark on October 10, 2018

• Meta Platforms Inc. (META $594.89)
  • $594.89 P/E (TTM): 25.72X Cap: $1.49T
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• ROBO Global Robotics and Automation Index ETF (ROBO $71.07)
  • $71.07 P/E (TTM): 21.95X Cap: $1.50B
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Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)

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Read Answer Asked by Anna on October 04, 2018

• Biogen Inc. (BIIB $189.18)
  • $189.18 P/E (TTM): 20.84X Cap: $26.99B
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• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• Arista Networks Inc. (ANET $135.01)
  • $135.01 P/E (TTM): 49.41X Cap: $164.35B
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• Nektar Therapeutics (NKTR $72.08)
  • $72.08 Cap: $2.07B
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• Rapid7 Inc. (RPD $5.60)
  • $5.60 P/E (TTM): 17.58X Cap: $369M
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Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!

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Read Answer Asked by Wayne on August 17, 2018

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Please comment on Cognex earning release. The price is surging.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 31, 2018

• NVIDIA Corporation (NVDA $178.68)
  • $178.68 P/E (TTM): 35.84X Cap: $4.25T
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• Box Inc. Class A (BOX $23.66)
  • $23.66 P/E (TTM): 41.56X Cap: $3.27B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

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Read Answer Asked by Chris on July 30, 2018

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

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Read Answer Asked by Andrew on June 26, 2018

• Box Inc. Class A (BOX $23.66)
  • $23.66 P/E (TTM): 41.56X Cap: $3.27B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
  • View CGNX Profile
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• Rapid7 Inc. (RPD $5.60)
  • $5.60 P/E (TTM): 17.58X Cap: $369M
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018

• Box Inc. Class A (BOX $23.66)
  • $23.66 P/E (TTM): 41.56X Cap: $3.27B
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• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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• iQIYI Inc. (IQ $1.28)
  • $1.28 P/E (TTM): 10.87X Cap: $1.18B
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Q: Hi 5i
It seems that CGNX will take some time to recover (down 20%) and am wanting growth. Is it worth holding for 2 or 3 Q? Could you give me your opinion on replacing it with IQ or Box, or another suggestion. I have a small position in IQ which looks promising. Thanks for your help.
Gary

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Read Answer Asked by Gary on June 18, 2018

• Cognex Corporation (CGNX $51.61)
  • $51.61 P/E (TTM): 74.71X Cap: $8.51B
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Q: Bought CGNX on the high. What is the best way to deal with a stock that reverses like this? Are the fundmentals good? What caused CGNX to fall out of grace? When does one pack it up and say I should move on? Thanks for all your support as always,
Mark

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Read Answer Asked by Mark on May 11, 2018