Investment Q&A

• Celgene Corporation (CELG)
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• CVS Health Corporation (CVS)
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• McKesson Corporation (MCK)
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Q: hello 5i:
given that US Health Care is not your specialty, and given that the 3 companies occupy different sectors in health care, could you give me your pick as to which of the three you like best using safety first, and growth second as criteria (I do realize that growth and safety create a conundrum of sorts).
thanks
Paul L

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Read Answer Asked by Paul on November 05, 2018

• Fortinet Inc. (FTNT)
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Q: Hello 5i,
I've been looking at Fortinet for a while now. It's had pulled back a lot with the market and an apparent miss on earnings.
Can you comment on this companies prospects and are there others in this space you would prefer?
Thanks
Dave

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Read Answer Asked by Dave on November 02, 2018

Q: Is there any news/reason for the harsh drop in today’s price on FTNT? Is this an opportunity to buy?

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Read Answer Asked by Terry on November 02, 2018

• Atlassian Corporation (TEAM)
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• Okta Inc. (OKTA)
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Q: How would you rate Okta vs. Team?
Thanks!

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Read Answer Asked by Sigrid on November 02, 2018

• Stamps.com Inc. (STMP)
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Q: I would appreciate your opinion on the quarterly results. Based on the market reaction, does seem very positive.

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Read Answer Asked by Leo on November 02, 2018

• Apple Inc. (AAPL)
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Q: Trading down 6% pre market. Would you add to today on the dip? Do you like the stock ?
Thanks

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Read Answer Asked by Karim on November 02, 2018

• DowDuPont Inc. (DWDP)
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Q: What are your thoughts on the plan to spin off into three separate companies (Dow, DuPont, Corteva Agriscience)? I have read that typically spin offs do well because they can command a higher multiple than the parent company. What do you make of this situation? Thanks.

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Read Answer Asked by Marco on November 02, 2018

• BlackRock Inc. (BLK)
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• JPMorgan Chase & Co. (JPM)
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• Toronto-Dominion Bank (The) (TD)
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Q: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad

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Read Answer Asked by Ninad on November 02, 2018

• Spotify Technology S.A. (SPOT)
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Q: Thoughts on Spotify?

How much time is needed for this company before an investment needs to be reevaluated? I don't mind drops of 20% or more if I have a reasonable chance over the long term (say 5-10 year period) to make some big money.

What size of position weighting would this stock have if it was in your growth portfolio?

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Read Answer Asked by John on November 02, 2018

• Ebix Inc. (EBIX)
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Q: EBIX is tanking, in your opinion is this overdone? A sell or hold?

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Read Answer Asked by Leo on November 02, 2018

• Activision Blizzard Inc (ATVI)
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Q: Good morning, I've held onto these US stocks throughout the decline and am down 13 and 14% respectively. Still worth hanging onto both? FTV and ATVI

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Read Answer Asked by Steven on November 02, 2018

• Ollie's Bargain Outlet Holdings Inc. (OLLI)
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Q: Hello, after listening to your recent webinar I found this interesting retailer. I know the US is not your focus but I would appreciate your comments on this company. Thank you.

Glen

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Read Answer Asked by glen on November 02, 2018

• KraneShares CSI China Internet ETF (KWEB)
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Q: With the market bottoming the last few days......and KWEB inparticular having had a very rough year.....do you think it of interest from these levels....Kim

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Read Answer Asked by Kim on November 02, 2018

• AbbVie Inc. (ABBV)
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Q: How old is the legal issues affect the stock?

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Read Answer Asked by Paul on November 02, 2018

• JX Luxventure Limited (LLL)
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Q: Hello Folks:
I own LLL and with technology companies facing current headwinds, what is your feeling of the long term future for this defense stock.
At 15 billion cap it certainly isn’t in league with big players, however I like it’s three core product lines.
Your opinion is most appreciated.
brian

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Read Answer Asked by Brian on November 02, 2018

• Halliburton Company (HAL)
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Q: Halliburton is at a much more attractive price now. Would you invest in this company with a ballpark five year time horizons and why/why not?
Thanks.

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Read Answer Asked by Steven on November 02, 2018

• Lumentum Holdings Inc. (LITE)
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Q: Hi Peter and Ryan,

Pls comment on LITE quarterly earning report and outlook.

Should I continue to hold this stock?
Thanks for you advice as always.

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Read Answer Asked by Pui on November 01, 2018

• Amarin Corporation plc (AMRN)
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Q: Vascepa is already fda approved and they have 200 million in sales where is the risk or is this just a partial approval from the fda pending further study and on a scale of 1 to 10 how risky is it ten being the riskiest. dave

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Read Answer Asked by david on November 01, 2018

Q: If you believe (do you?) that this correction is largely over and you wanted to put more money in the market.

At this point in time, which 6 stocks in the US and which 6 stocks in Canada to you think have the most upside with the help of the recent sell off?

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Read Answer Asked by Sheldon on November 01, 2018

• Xilinx Inc. (XLNX)
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Q: I currently hold a position in Maxim Integrated. Based on recent performance I am thinking of switching my position with Xilinx. Xilinx has also outperformed my position in the BOTZ ETF. Do you think Xilinx is a strong buy ?

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Read Answer Asked by Christopher on November 01, 2018