Investment Q&A

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Broadcom Corp. (BRCM $54.67)
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
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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 $278.12)
  • $278.12 P/E (TTM): 37.06X Cap: $4.05T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $0.25)
  • $0.25 Cap: $55M
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.88X Cap: $3.99T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.88X Cap: $3.99T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Canadian Pacific Kansas City Limited (CP $109.82)
  • $109.82 P/E (TTM): 23.63X Cap: $98.92B
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• Stars Group Inc. (The) (TSGI $37.49)
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• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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• NFI Group Inc. (NFI $17.50)
  • $17.50 Cap: $2.06B
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.74X Cap: $72.27B
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• Winpak Ltd. (WPK $47.24)
  • $47.24 P/E (TTM): 14.59X Cap: $2.86B
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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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 $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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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

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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Q: Hi the GREAT Team,

Which of the following has the greatest growth potential in the short term (1 year): SWKS-Q, MU-Q, Or FB-Q.

All 3 seem to show a lot of insider selling. Is this cause for concern prior to upcoming earnings report release by each company? Which one do you recommend?

I have some US dollar to spend and I wonder if I should choose TRN, in the light of the drop yesterday,for the same kind of growth potential and far less volatility.

In tech stocks I already have shares of: CSU, DHX, AVO, BIDU, NXPI, DDD, AYA, FEYE,CMI,QIHU,PHO. I have fewer shares in industrial stocks: Boeing, TSLA, and Kelso,MX.

Thanks a million for putting me out of my misery in making this decision.

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Read Answer Asked by Saeed on October 21, 2014

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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Q: Given recent developments, what is your opinion of Facebook? Is it worth a small investment as part of the risky part of the portfolio?

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Read Answer Asked by Mary on February 21, 2014

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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Q: Hi Peter, I'm a long time fan from all your years on BNN. I'm new to 5i Research and bought Facebook FB, at the high of 54.00. I planned a long term hold but am getting weak as the stock is falling daily. What is your opinion. Thanks

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Read Answer Asked by Maurice on November 07, 2013