Investment Q&A

• Amgen Inc. (AMGN $347.07)
  • $347.07 P/E (TTM): 26.53X Cap: $186.89B
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• Biogen Inc. (BIIB $173.80)
  • $173.80 P/E (TTM): 15.75X Cap: $25.49B
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• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Gilead Sciences Inc. (GILD $131.14)
  • $131.14 P/E (TTM): 19.99X Cap: $162.70B
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• Garmin Ltd. (Switzerland) (GRMN $206.12)
  • $206.12 P/E (TTM): 25.22X Cap: $39.64B
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• Dollar General Corporation (DG $144.60)
  • $144.60 P/E (TTM): 25.42X Cap: $31.82B
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• Medtronic plc. (MDT $101.34)
  • $101.34 P/E (TTM): 27.11X Cap: $129.91B
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• Procter & Gamble Company (The) (PG $148.87)
  • $148.87 P/E (TTM): 21.32X Cap: $350.34B
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• Verizon Communications Inc. (VZ $39.48)
  • $39.48 P/E (TTM): 8.38X Cap: $166.46B
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• Xylem Inc. New (XYL $142.91)
  • $142.91 P/E (TTM): 36.54X Cap: $34.79B
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• Cencora Inc. (COR $352.47)
  • $352.47 P/E (TTM): 44.19X Cap: $68.37B
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• JD.com Inc. (JD $30.00)
  • $30.00 P/E (TTM): 7.55X Cap: $43.59B
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• RTX Corporation (RTX $196.34)
  • $196.34 P/E (TTM): 40.55X Cap: $263.24B
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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

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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
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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
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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 $976.17)
  • $976.17 P/E (TTM): 70.56X Cap: $433.29B
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• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Gilead Sciences Inc. (GILD $131.14)
  • $131.14 P/E (TTM): 19.99X Cap: $162.70B
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• QUALCOMM Incorporated (QCOM $157.80)
  • $157.80 P/E (TTM): 31.21X Cap: $169B
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• Starbucks Corporation (SBUX $95.83)
  • $95.83 P/E (TTM): 59.16X Cap: $108.96B
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• Suncor Energy Inc. (SU $68.72)
  • $68.72 P/E (TTM): 16.32X Cap: $82.55B
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• Gildan Activewear Inc. (GIL $92.48)
  • $92.48 P/E (TTM): 21.12X Cap: $13.78B
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• WSP Global Inc. (WSP $270.20)
  • $270.20 P/E (TTM): 40.11X Cap: $35.29B
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• Descartes Systems Group Inc. (The) (DSG $112.81)
  • $112.81 P/E (TTM): 48.08X Cap: $9.69B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Badger Infrastructure Solutions Ltd. (BDGI $81.16)
  • $81.16 P/E (TTM): 31.35X Cap: $2.73B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Kinaxis Inc. (KXS $148.69)
  • $148.69 P/E (TTM): 88.59X Cap: $4.17B
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• Thomson Reuters Corporation (TRI $168.06)
  • $168.06 P/E (TTM): 30.7X Cap: $74.76B
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• Alimentation Couche-Tard Inc. (ATD $77.56)
  • $77.56 P/E (TTM): 19.78X Cap: $71.80B
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• Premium Brands Holdings Corporation (PBH $96.77)
  • $96.77 P/E (TTM): 65.66X Cap: $4.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
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• goeasy Ltd. (GSY $129.60)
  • $129.60 P/E (TTM): 9.42X Cap: $2.08B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $71.06)
  • $71.06 P/E (TTM): 21.7X Cap: $1.06B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.86)
  • $46.86 P/E (TTM): 7.49X Cap: $3.44B
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• Vanguard S&P 500 Index ETF (VFV $169.05)
  • $169.05 P/E (TTM): 26.41X Cap: $28.35B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.35)
  • $19.35 P/E (TTM): 25.0X Cap: $1.95B
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• Alteryx Inc. Class A (AYX)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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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

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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
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• Canadian Solar Inc. (CSIQ $21.45)
  • $21.45 Cap: $1.45B
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• SolarEdge Technologies Inc. (SEDG $34.54)
  • $34.54 Cap: $2.06B
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• Enphase Energy Inc. (ENPH $40.48)
  • $40.48 P/E (TTM): 24.64X Cap: $5.29B
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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

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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
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Q: We’re the results that bad thanks

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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
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• Honeywell International Inc. (HON $222.54)
  • $222.54 P/E (TTM): 23.09X Cap: $141.28B
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• Lockheed Martin Corporation (LMT $593.91)
  • $593.91 P/E (TTM): 32.64X Cap: $137.42B
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• Roper Technologies Inc. (ROP $407.48)
  • $407.48 P/E (TTM): 27.87X Cap: $43.86B
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• Raytheon Company (RTN $116.96)
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Xylem Inc. New (XYL $142.91)
  • $142.91 P/E (TTM): 36.54X Cap: $34.79B
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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

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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
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• Honeywell International Inc. (HON $222.54)
  • $222.54 P/E (TTM): 23.09X Cap: $141.28B
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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!

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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
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Invesco Aerospace & Defense ETF (PPA $177.46)
  • $177.46 P/E (TTM): 10.57X Cap: $7.87B
  • View PPA Profile
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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

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

Thanks
Karim

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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
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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

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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
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Q: Hi 5i,
Opinions on Flir please?

Thanks Mike

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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
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• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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• Illumina Inc. (ILMN $153.95)
  • $153.95 P/E (TTM): 35.13X Cap: $23.52B
  • View ILMN Profile
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• Xylem Inc. New (XYL $142.91)
  • $142.91 P/E (TTM): 36.54X Cap: $34.79B
  • View XYL Profile
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• WSP Global Inc. (WSP $270.20)
  • $270.20 P/E (TTM): 40.11X Cap: $35.29B
  • View WSP Profile
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  • View Reports on WSP
• CAE Inc. (CAE $46.00)
  • $46.00 P/E (TTM): 33.96X Cap: $14.79B
  • View CAE Profile
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• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
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• Thomson Reuters Corporation (TRI $168.06)
  • $168.06 P/E (TTM): 30.7X Cap: $74.76B
  • View TRI Profile
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• Alimentation Couche-Tard Inc. (ATD $77.56)
  • $77.56 P/E (TTM): 19.78X Cap: $71.80B
  • View ATD Profile
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• Premium Brands Holdings Corporation (PBH $96.77)
  • $96.77 P/E (TTM): 65.66X Cap: $4.32B
  • View PBH Profile
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  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $129.60)
  • $129.60 P/E (TTM): 9.42X Cap: $2.08B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Spin Master Corp. Subordinate Voting Shares (TOY $19.35)
  • $19.35 P/E (TTM): 25.0X Cap: $1.95B
  • View TOY Profile
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  • View Reports on TOY
• Atlassian Corporation (TEAM $128.44)
  • $128.44 Cap: $33.80B
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• Alteryx Inc. Class A (AYX)
  • View AYX Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
  • 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,

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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
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• Xylem Inc. New (XYL $142.91)
  • $142.91 P/E (TTM): 36.54X Cap: $34.79B
  • 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

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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

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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 $218.50)
  • $218.50 P/E (TTM): 32.97X Cap: $30.45B
  • View VRSK Profile
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• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
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• Roper Technologies Inc. (ROP $407.48)
  • $407.48 P/E (TTM): 27.87X Cap: $43.86B
  • View ROP Profile
  • View Questions on ROP
• Xylem Inc. New (XYL $142.91)
  • $142.91 P/E (TTM): 36.54X Cap: $34.79B
  • View XYL Profile
  • View Questions on XYL

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

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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

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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.

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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!

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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.

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Read Answer Asked by Pui on October 30, 2018