Investment Q&A

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Sony Group Corporation American Depositary Shares (SONY $28.24)
  • $28.24 P/E (TTM): 22.66X Cap: $170.80B
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
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• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Constellation Software Inc. (CSU $4,334.02)
  • $4,334.02 P/E (TTM): 107.98X Cap: $93.12B
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• Daura Gold Corp. (DGC)
  • Cap: $8M
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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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 $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Broadcom Corp. (BRCM $54.67)
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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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 $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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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 $0.09)
  • $0.09 Cap: $19M
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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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 $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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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 $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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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 $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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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

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Canadian Pacific Kansas City Limited (CP $103.83)
  • $103.83 P/E (TTM): 22.84X Cap: $94.53B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Enghouse Systems Limited (ENGH $22.30)
  • $22.30 P/E (TTM): 15.61X Cap: $1.23B
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• NFI Group Inc. (NFI $18.74)
  • $18.74 Cap: $2.27B
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• Alimentation Couche-Tard Inc. (ATD $70.33)
  • $70.33 P/E (TTM): 18.69X Cap: $67.02B
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• Winpak Ltd. (WPK $41.55)
  • $41.55 P/E (TTM): 13.42X Cap: $2.51B
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Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks

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Read Answer Asked by Sriram on August 29, 2016

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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Q: Can you please advise when FB shares will be split. I currently have option Jan 2018 call option for 150 and sold covered call for 170. What would happen to option.

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Read Answer Asked by Hector on July 15, 2016

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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Q: I am interested in building a position in Facebook (~$12000) for a long (5 yrs plus) and would like to hear your ideas on the best strategy to do so. It is nice when a stock like this pulls back to get in at a cheaper price. Not sure this will happen any time soon with FB. How do you buy a stock like this? Do you recommend averaging in (in 2 or 3 increments), waiting for a pullback, or just buying at the current share-price?

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Read Answer Asked by David on May 05, 2016

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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Q: Hello Gentlemen,

What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!

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Read Answer Asked by Galina on May 02, 2016

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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Q: would you consider face book worth holding as well would it even be a core position

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Read Answer Asked by Gary on April 14, 2016