Investment Q&A

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.73B
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• Zebra Technologies Corporation (ZBRA $313.80)
  • $313.80 P/E (TTM): 29.69X Cap: $15.54B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• ROBO Global Robotics and Automation Index ETF (ROBO $64.71)
  • $64.71 P/E (TTM): 16.6X Cap: $1.11B
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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 $98.18)
  • $98.18 P/E (TTM): 12.72X Cap: $15.20B
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• Intuitive Surgical Inc. (ISRG $470.00)
  • $470.00 P/E (TTM): 65.02X Cap: $167.35B
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• NVIDIA Corporation (NVDA $168.31)
  • $168.31 P/E (TTM): 53.88X Cap: $4.08T
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• ROBO Global Robotics and Automation Index ETF (ROBO $64.71)
  • $64.71 P/E (TTM): 16.6X Cap: $1.11B
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• iRobot Corporation (IRBT $3.31)
  • $3.31 Cap: $101M
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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 $239.51)
  • $239.51 P/E (TTM): 29.31X Cap: $45.69B
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• Intuitive Surgical Inc. (ISRG $470.00)
  • $470.00 P/E (TTM): 65.02X Cap: $167.35B
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• Veeva Systems Inc. Class A (VEEV $282.78)
  • $282.78 P/E (TTM): 56.16X Cap: $44.73B
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• Fortinet Inc. (FTNT $80.36)
  • $80.36 P/E (TTM): 32.44X Cap: $61.57B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• Arista Networks Inc. (ANET $140.01)
  • $140.01 P/E (TTM): 56.02X Cap: $179.54B
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• Incyte Corporation (INCY $86.56)
  • $86.56 P/E (TTM): 20.24X Cap: $16.91B
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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 $470.00)
  • $470.00 P/E (TTM): 65.02X Cap: $167.35B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $162.05)
  • $162.05 P/E (TTM): 19.8X Cap: $129.09B
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• Micron Technology Inc. (MU $131.46)
  • $131.46 P/E (TTM): 23.59X Cap: $147.12B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $752.30)
  • $752.30 P/E (TTM): 27.3X Cap: $1.88T
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• ROBO Global Robotics and Automation Index ETF (ROBO $64.71)
  • $64.71 P/E (TTM): 16.6X Cap: $1.11B
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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 $141.35)
  • $141.35 P/E (TTM): 13.46X Cap: $20.62B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• Arista Networks Inc. (ANET $140.01)
  • $140.01 P/E (TTM): 56.02X Cap: $179.54B
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• Nektar Therapeutics (NKTR $44.33)
  • $44.33 Cap: $764M
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• Rapid7 Inc. (RPD $20.60)
  • $20.60 P/E (TTM): 48.38X Cap: $1.31B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $168.31)
  • $168.31 P/E (TTM): 53.88X Cap: $4.08T
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• Box Inc. Class A (BOX $33.11)
  • $33.11 P/E (TTM): 26.43X Cap: $4.74B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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 $33.11)
  • $33.11 P/E (TTM): 26.43X Cap: $4.74B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• Rapid7 Inc. (RPD $20.60)
  • $20.60 P/E (TTM): 48.38X Cap: $1.31B
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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 $33.11)
  • $33.11 P/E (TTM): 26.43X Cap: $4.74B
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• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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• iQIYI Inc. (IQ $2.72)
  • $2.72 P/E (TTM): 24.66X Cap: $2.60B
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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 $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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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

• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018

• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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Q: CGNX has lost 30% in value in my cash account. Do you think I should sell it or should I hold it? Why? Thank you.

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Read Answer Asked by Esther on May 02, 2018

• Cognex Corporation (CGNX $44.61)
  • $44.61 P/E (TTM): 65.13X Cap: $7.54B
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Q: Comments on earnings please. SP has fallen after hours. Do you see any catalyst moving forward or more of a stagnation due to slowing growth,
Thank you

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Read Answer Asked by Marty on May 01, 2018