Investment Q&A

• Amgen Inc. (AMGN $384.32)
  • $384.32 P/E (TTM): 28.4X Cap: $206.94B
  • View AMGN Profile
  • View Questions on AMGN
• Biogen Inc. (BIIB $201.18)
  • $201.18 P/E (TTM): 16.91X Cap: $29.51B
  • View BIIB Profile
  • View Questions on BIIB
• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Gilead Sciences Inc. (GILD $152.50)
  • $152.50 P/E (TTM): 23.12X Cap: $189.20B
  • View GILD Profile
  • View Questions on GILD
• Garmin Ltd. (Switzerland) (GRMN $202.33)
  • $202.33 P/E (TTM): 24.5X Cap: $38.91B
  • View GRMN Profile
  • View Questions on GRMN
• Dollar General Corporation (DG $146.65)
  • $146.65 P/E (TTM): 25.03X Cap: $32.28B
  • View DG Profile
  • View Questions on DG
• Medtronic plc. (MDT $102.90)
  • $102.90 P/E (TTM): 27.82X Cap: $131.91B
  • View MDT Profile
  • View Questions on MDT
• Procter & Gamble Company (The) (PG $159.17)
  • $159.17 P/E (TTM): 23.15X Cap: $369.91B
  • View PG Profile
  • View Questions on PG
• Verizon Communications Inc. (VZ $46.31)
  • $46.31 P/E (TTM): 10.06X Cap: $198.59B
  • View VZ Profile
  • View Questions on VZ
• Xylem Inc. New (XYL $142.12)
  • $142.12 P/E (TTM): 35.89X Cap: $34.60B
  • View XYL Profile
  • View Questions on XYL
• Cencora Inc. (COR $359.25)
  • $359.25 P/E (TTM): 44.24X Cap: $69.88B
  • View COR Profile
  • View Questions on COR
• JD.com Inc. (JD $28.07)
  • $28.07 P/E (TTM): 7.1X Cap: $40.79B
  • View JD Profile
  • View Questions on JD
• RTX Corporation (RTX $198.66)
  • $198.66 P/E (TTM): 40.24X Cap: $266.35B
  • View RTX Profile
  • View Questions on RTX

Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD

Upvote 0

Read Answer Asked by Patrick on April 17, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Hi 5i,

What do you think about FLIR as a C19 stock? I read that there is increased demand for thermal imagine and temperature readers. Does that increase make a difference in offsetting declines in other parts of their business?

TIA!

Upvote 0

Read Answer Asked by Wayne on April 16, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Hi Peter and team
Do you consder Flir system attractive at the current levels for an entry position?
Thanks

Upvote 0

Read Answer Asked by Yousef on April 03, 2020

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.02X Cap: $444.38B
  • View COST Profile
  • View Questions on COST
• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Gilead Sciences Inc. (GILD $152.50)
  • $152.50 P/E (TTM): 23.12X Cap: $189.20B
  • View GILD Profile
  • View Questions on GILD
• QUALCOMM Incorporated (QCOM $137.34)
  • $137.34 P/E (TTM): 27.21X Cap: $146.54B
  • View QCOM Profile
  • View Questions on QCOM
• Starbucks Corporation (SBUX $99.45)
  • $99.45 P/E (TTM): 58.94X Cap: $113.29B
  • View SBUX Profile
  • View Questions on SBUX
• Suncor Energy Inc. (SU $73.46)
  • $73.46 P/E (TTM): 16.99X Cap: $87.41B
  • View SU Profile
  • View Questions on SU
• Gildan Activewear Inc. (GIL $97.30)
  • $97.30 P/E (TTM): 21.33X Cap: $13.80B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 39.54X Cap: $7.84B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Badger Infrastructure Solutions Ltd. (BDGI $68.92)
  • $68.92 P/E (TTM): 27.11X Cap: $2.32B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 73.24X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.46B
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.22X Cap: $4.47B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.34X Cap: $2.10B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $72.56)
  • $72.56 P/E (TTM): 21.7X Cap: $1.09B
  • View VEF Profile
  • View Questions on VEF
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.02)
  • $47.02 P/E (TTM): 6.44X Cap: $3.60B
  • View VEE Profile
  • View Questions on VEE
• Vanguard S&P 500 Index ETF (VFV $168.09)
  • $168.09 P/E (TTM): 26.01X Cap: $28.42B
  • View VFV Profile
  • View Questions on VFV
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
  • $12.65 Cap: $1.72B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR

Upvote 0

Read Answer Asked by Yousef on March 11, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Canadian Solar Inc. (CSIQ $19.89)
  • $19.89 Cap: $1.33B
  • View CSIQ Profile
  • View Questions on CSIQ
• SolarEdge Technologies Inc. (SEDG $35.92)
  • $35.92 Cap: $2.14B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $49.80)
  • $49.80 P/E (TTM): 32.38X Cap: $6.51B
  • View ENPH Profile
  • View Questions on ENPH

Q: Hi 5iR Team, Recently, I asked a question on Solar Technology stocks and the team gave me 4 names to follow up on: CSIQ, TSLA, FSLR, and SPWR. After doing some more research I would like to add to the list; SEDG and ENPH and drop SPWR and TSLA. OK, we now have 4 names; CSIQ, FSLR, SEDG, and ENPH. Could you rank order these names for me, perhaps with a few comments on why. Thanks very much team. Cheers, Chris

Upvote 0

Read Answer Asked by Chris on March 02, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: We’re the results that bad thanks

Upvote 0

Read Answer Asked by andre on February 28, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Honeywell International Inc. (HON $238.38)
  • $238.38 P/E (TTM): 24.64X Cap: $151.34B
  • View HON Profile
  • View Questions on HON
• Lockheed Martin Corporation (LMT $623.58)
  • $623.58 P/E (TTM): 33.92X Cap: $143.47B
  • View LMT Profile
  • View Questions on LMT
• Roper Technologies Inc. (ROP $362.42)
  • $362.42 P/E (TTM): 24.17X Cap: $39B
  • View ROP Profile
  • View Questions on ROP
• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• Xylem Inc. New (XYL $142.12)
  • $142.12 P/E (TTM): 35.89X Cap: $34.60B
  • View XYL Profile
  • View Questions on XYL

Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks

Upvote 0

Read Answer Asked by JOHN on February 20, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Honeywell International Inc. (HON $238.38)
  • $238.38 P/E (TTM): 24.64X Cap: $151.34B
  • View HON Profile
  • View Questions on HON

Q: What would be your favorite U.S. industrials for the near and longer term? Either mid-cap or large cap would be great!

TIA!

Upvote 0

Read Answer Asked by Wayne on January 22, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• Invesco Aerospace & Defense ETF (PPA $175.26)
  • $175.26 P/E (TTM): 15.5X Cap: $7.84B
  • View PPA Profile
  • View Questions on PPA

Q: Hi Peter and Ryan,
The US stocks are at an all time high and the airstrike occurred. We may see some volatility in the stock market. How do you think about investing in Aerospace and Defense stocks or ETFs? Any specific recommendations?
Thanks,
Yiwen

Upvote 0

Read Answer Asked by Yiwen on January 07, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

Upvote 0

Read Answer Asked by Karim on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: I see that Flir's results failed to please. What did you think of them and is it worth topping up a position in this stock?

TIA

Upvote 0

Read Answer Asked by Gerald on July 25, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Hi 5i,
Opinions on Flir please?

Thanks Mike

Upvote 0

Read Answer Asked by mike on July 25, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Illumina Inc. (ILMN $119.72)
  • $119.72 P/E (TTM): 30.79X Cap: $18.29B
  • View ILMN Profile
  • View Questions on ILMN
• Xylem Inc. New (XYL $142.12)
  • $142.12 P/E (TTM): 35.89X Cap: $34.60B
  • View XYL Profile
  • View Questions on XYL
• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• CAE Inc. (CAE $42.66)
  • $42.66 P/E (TTM): 30.51X Cap: $13.71B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.46B
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.22X Cap: $4.47B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.34X Cap: $2.10B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Atlassian Corporation (TEAM $94.72)
  • $94.72 Cap: $24.93B
  • View TEAM Profile
  • View Questions on TEAM
• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
  • $12.65 Cap: $1.72B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,

Upvote 0

Read Answer Asked by Yousef on July 03, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL
• Xylem Inc. New (XYL $142.12)
  • $142.12 P/E (TTM): 35.89X Cap: $34.60B
  • View XYL Profile
  • View Questions on XYL

Q: Hi,
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you

Upvote 0

Read Answer Asked by Brent on June 12, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Hello,

Does 5i consider this company to fall into the industrial or technology sector? Thank you

Upvote 0

Read Answer Asked by Aaron on April 15, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Verisk Analytics Inc. (VRSK $179.10)
  • $179.10 P/E (TTM): 28.11X Cap: $24.96B
  • View VRSK Profile
  • View Questions on VRSK
• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL
• Roper Technologies Inc. (ROP $362.42)
  • $362.42 P/E (TTM): 24.17X Cap: $39B
  • View ROP Profile
  • View Questions on ROP
• Xylem Inc. New (XYL $142.12)
  • $142.12 P/E (TTM): 35.89X Cap: $34.60B
  • View XYL Profile
  • View Questions on XYL

Q: Could you please rank these American industrial stocks? Looking for long term growth potential. Thanks

Upvote 0

Read Answer Asked by Aaron on April 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: I hold flir at a 10% gain. Can you provide a brief update on your views of the company. It’s beginning to feel like dead money. Can you suggest an alternative that looks more compelling in the US?
Thanks

Upvote 0

Read Answer Asked by Karim on February 21, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Does buying Aeryon Labs make Flir more interesting in your view? Is it worth paying up for their stock or should I wait for a better price?
Thanks.

Upvote 0

Read Answer Asked by Mike on February 05, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Thx. for the quick response.....my son owns it...has a 50% gain....would you recommend to hold, add or sell based on your response "The drop has likely now accounted for the weaker result". You've liked it until recently and even suggested as a good company.
Thanks!

Upvote 0

Read Answer Asked by Silvia on October 31, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Hi Peter and Ryan,
FLIR System dropped 12% after quarterly earnings report, what is your thought on its outlook?
Do you still like this company and view it as buyable?
Thank you for your good service.

Upvote 0

Read Answer Asked by Pui on October 30, 2018