Investment Q&A

• Gilead Sciences Inc. (GILD $145.21)
  • $145.21 P/E (TTM): 21.42X Cap: $179.99B
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• GE Aerospace (GE $304.00)
  • $304.00 P/E (TTM): 36.82X Cap: $313.12B
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• Johnson & Johnson (JNJ $243.19)
  • $243.19 P/E (TTM): 21.9X Cap: $581.72B
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• McDonald's Corporation (MCD $326.65)
  • $326.65 P/E (TTM): 27.32X Cap: $231.91B
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• Procter & Gamble Company (The) (PG $152.12)
  • $152.12 P/E (TTM): 22.32X Cap: $350.11B
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Q: I'm holding about 5% of my investments in cash in a US dollar account and looking to invest in a blue chip dividend paying stock. Maybe one of the two above or another name you like. I'm 80 so dividend and low risk is what I would like to find.
Thanks for your great service

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Read Answer Asked by Greg on May 05, 2017

• Meta Platforms Inc. (META $627.45)
  • $627.45 P/E (TTM): 26.13X Cap: $1.55T
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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

• Keysight Technologies Inc. (KEYS $285.94)
  • $285.94 P/E (TTM): 50.23X Cap: $47.98B
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Q: What is your outlook for the company? Thank you

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Read Answer Asked by Tova on May 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
  • $173.21 P/E (TTM): 133.46X Cap: $220.17B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do shop and square compete in the same space and if so which one do you see as being stronger and why?Where do you see square possibly in 2-3 years thank you

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Read Answer Asked by Greg on May 04, 2017

• Signet Jewelers Limited (SIG $83.82)
  • $83.82 P/E (TTM): 24.62X Cap: $3.69B
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Q: Can I get your thoughts on this company and future prospects.

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Read Answer Asked by Rob on May 04, 2017

• Tractor Supply Company (TSCO $48.78)
  • $48.78 P/E (TTM): 22.93X Cap: $24.86B
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Q: Any insight on the company - its trading at its 52 week low and was wondering if this was a good entry point ?

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Read Answer Asked by Michael on May 04, 2017

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $82.79)
  • $82.79 P/E (TTM): 412.13X Cap: $58.73B
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Q: Curious why you picked a medium term (5-10 year) US bond etf to recomend to me in the last question i asked. do you think this is preferable to short or long?

you also recommended GOVT. Were you thinking I should put half in each?

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Read Answer Asked by Carla on May 04, 2017

• Amazon.com Inc. (AMZN $211.74)
  • $211.74 P/E (TTM): 28.96X Cap: $2.22T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
  • $173.21 P/E (TTM): 133.46X Cap: $220.17B
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Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?

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Read Answer Asked by Patrick on May 04, 2017

• Booking Holdings Inc. (BKNG $4,293.02)
  • $4,293.02 P/E (TTM): 25.53X Cap: $134.33B
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Q: The last question about Priceline was in February. Has anything changed since then? Do you think this is a good medium term investment?

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Read Answer Asked by Roland on May 04, 2017

• BXP Inc. (BXP $52.29)
  • $52.29 P/E (TTM): 29.89X Cap: $8.27B
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Q: Any thoughts on latest results and long term prospects here.

Thank you.

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Read Answer Asked by kelly on May 03, 2017

• Lear Corporation (LEA $116.15)
  • $116.15 P/E (TTM): 14.01X Cap: $6.05B
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Q: your thoughts on LEAR CORP. results, it is a buy, sell or hold
selina

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Read Answer Asked by selina on May 03, 2017

• Array Technologies Inc. (ARRY $6.66)
  • $6.66 Cap: $1.07B
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Q: Any reasons for the huge loses yesterday?

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Read Answer Asked by Ryan on May 03, 2017

• Miscellaneous (MISC)
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Q: Good Day,

I slowly building a US portfolio and already own (DIS, MKSI, and JPM.) What other names would you suggest for the remaining sectors? Mostly looking for long terms growth.

Thanks
Marco

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Read Answer Asked by Marco on May 03, 2017

Q: Can you please give me your thoughts on Imperva (IMPV)?

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Read Answer Asked by adam on May 02, 2017

• Gilead Sciences Inc. (GILD $145.21)
  • $145.21 P/E (TTM): 21.42X Cap: $179.99B
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• Kellanova (K)
  • P/E (TTM): 22.86X Cap: $29.03B
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Q: hi Peter, your opinion please on K and GILD.
ARE THESE WORTH NEW MONEY.THANKS.

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Read Answer Asked by RUPINDER on May 02, 2017

• MFC Bancorp Ltd. (MFCB)
  • P/E (TTM): 1.9X
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Q: This company trades on the NYSE but is headquartered in Canada. It has been a disappointment for shareholders, especially after it shifted its business model a couple of years ago.

Do you have any insight into the soundness of its business model or opinion on its prospects?

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Read Answer Asked by Marc on May 02, 2017

• trivago N.V. (TRVG $2.80)
  • $2.80 Cap: $201M
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Q: Trivago with its ubiquitous advertising is up 53% this year yet not one question has been asked in 5i and articles are even scant in seeking alpha. Acknowledging that it's a U.S. company with a 3 digit forward PE do you have any perspectives on it at this time?

Thanks!

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Read Answer Asked by Kim on May 02, 2017

• GlobalSCAPE Inc. (GSB $9.48)
  • $9.48 P/E (TTM): 13.68X
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Q: Can you comment on GSB's q1 results please.

Thanks

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Read Answer Asked by Scott on May 02, 2017

Q: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.

Regards

Wayne

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Read Answer Asked by Wayne on May 02, 2017

• Celestica Inc. (CLS $370.50)
  • $370.50 P/E (TTM): 37.14X Cap: $41.64B
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• Flex Ltd. (FLEX $64.45)
  • $64.45 P/E (TTM): 28.58X Cap: $23.69B
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Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on May 01, 2017