Investment Q&A

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
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Q: Hello Peter
Do you think the AI is the next big thing ? If so which 3 companies you think will benefit the most and that you would recommend to invest.
Thanks
Claudio

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Read Answer Asked by claudio on May 30, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: HELP, I am a confused investor trying to sort out the world of Technology stocks. What I would like is a meaningful way to categorize technology companies, particularly US tech. co's. For example:
PFPT is a security provider.
TSM and AVGO are semiconductor co's.
NVDA does graphics
IBM is an IT co.
5iR Team help.....could you breakdown internet tech into some subcategories and perhaps give me a US stock name for each that would allow me to do some research. In other words I see the forest but help me name the trees.
Thanks team. Chris

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Read Answer Asked by Chris on May 24, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: What about Facebook with potential slowdown in Revenue

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Read Answer Asked by James on May 04, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: I hold Facebook with a decent gain. Do you see he rising trend continue and what might be the limiting factors?? Thanks JIm

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Read Answer Asked by jim on April 28, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
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• Baidu Inc. (BIDU $121.69)
  • $121.69 P/E (TTM): 14.89X Cap: $45.51B
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Q: For US tech I own NVDA,BIDU, FB and GOOG. BIDU has been underperforming and I am wondering about your opinion of it from a growth perspective. I am considering selling it and adding to the others.

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Read Answer Asked by Paul on March 16, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Sony Group Corporation American Depositary Shares (SONY $28.25)
  • $28.25 P/E (TTM): 23.31X Cap: $179.78B
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Q: What do you think of Sony as a play in the VR market? Is the company's stock undervalued/overvalued, etc.

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Read Answer Asked by Grant on February 27, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 26.08X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.21X Cap: $178.74B
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Q: For long-term holds in US Tech, how would you rank these four, in terms of growth and stability?

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Read Answer Asked by Jim on February 19, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
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• Daura Gold Corp. (DGC)
  • Cap: $17M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hello Peter,
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much

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Read Answer Asked by umedali on February 02, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: Hello 5I Team
Please comment on FB Q-4 earnings , is it still a long term hold ?
I own shares in Facebook for over 2 years and have done well.
I would like to hold it for the next 10 years , what are your thoughts ?

Regards

Claudio

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Read Answer Asked by claudio on February 02, 2017

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Broadcom Corp. (BRCM $54.67)
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!

MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)

KR

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Read Answer Asked by Karim on January 04, 2017

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: If you had a choice between FB and SHOP, which would you choose. The stock will be in a RRSP and a long term hold (likely more than 5 years).

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Read Answer Asked by Clayton on January 03, 2017

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 39.16X Cap: $3.77T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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• Namibia Critical Metals Inc. (NMI $0.21)
  • $0.21 Cap: $32M
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Q: What is your outlook on these companies for 2017?

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Read Answer Asked by Keith B. on December 02, 2016

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

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Read Answer Asked by Theodore on November 30, 2016

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
  • View META Profile
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: would these be just as good as the stocks listed in your growth portfolio meaning would it dilute results adding these to the position

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Read Answer Asked by Gary on November 21, 2016

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 26.08X Cap: $2.92T
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Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!

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Read Answer Asked by Pat on November 14, 2016

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: Half-joking (?) musings re the decline in US tech and possible factors related to the election

- immigration issues to exacerbate shortage of qualified tech workers?

- tech CEOs, other than Peter Thiel, on the hit list being compiled?

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Read Answer Asked by Richard on November 11, 2016

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: Hi

Why aren't the tech companies participating in this after election market rally?

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Read Answer Asked by Linda on November 10, 2016

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: I hold facebook and it is about 2.5% of my total portfolio. Do you think it is time to sell or do you see further gains? Thanks Brian

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Read Answer Asked by Brian on November 03, 2016

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 26.08X Cap: $2.92T
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Q: Hi,

If I have a GOOGL position that has grown to 6.25% (which doesn't worry me), is adding 3.5% of FB too much of the same? My broker thinks they're both online ads.

Thanks.

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Read Answer Asked by Julian on September 09, 2016

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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Q: Is this a good entry point in Facebook? Tx

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Read Answer Asked by hugh on September 08, 2016