Investment Q&A

• Booking Holdings Inc. (BKNG)
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Q: Any advice after todays drop in Booking Holdings (BKNG)? I have a small position.

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Read Answer Asked by Andrew on March 01, 2019

• Danaher Corporation (DHR)
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• Canfor Pulp Products Inc. (CFX)
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Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.

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Read Answer Asked by Cameron on February 28, 2019

Q: Can you please provide your opinion on Five9 Inc? Momentum small cap rocket with US$3B market cap. NASDAQ listed but not in 5I's system... Appreciate your insight. Thanks, Maury

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Read Answer Asked by Maury on February 28, 2019

• A.O. Smith Corporation (AOS)
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Q: I hold AOS in a registered account with a 15% loss. Should I take the loss and move on to another stock? I have a decent position in Xylem so the water exposure is not critical.
Your comments are appreciated.
Ed

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Read Answer Asked by Ed on February 28, 2019

• Sapiens International Corporation N.V. (SPNS)
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Q: Thoughts on recent results? Good growth story ahead or too much risk?

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Read Answer Asked by Joel on February 28, 2019

• Box Inc. Class A (BOX)
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Q: Comments please on Box’s recent quarter. Small miss on revenue but EPS beat not received well in after hours trading. Would you keep? Or can you suggest a better alternative?
Thank you

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Read Answer Asked by Marty on February 28, 2019

• Box Inc. Class A (BOX)
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Q: Thoughts on earnings? How would you exit this stock if you owned a 2% position? How would you exit any stock knowing after hours the stock is down 20% and is no longer something you want to be invested in? Does one wait a few days? A market sell order and hope for the best? Sell at 10:30am when there is a rebound?
I think Box has too much competition and losing ground especially compared to Microsoft and Google's products. Best case is this company is sold but I'm not one to hold onto a stock with the hopes for a buyout.

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Read Answer Asked by John on February 28, 2019

• Block Inc. Class A (SQ)
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• Veeva Systems Inc. Class A (VEEV)
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• Alteryx Inc. Class A (AYX)
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Q: These stocks price slide after earning report , your comment please.
Thanks a lot.

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Read Answer Asked by Lai Kuen on February 28, 2019

• Block Inc. Class A (SQ)
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• Alteryx Inc. Class A (AYX)
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Q: Could I get your thoughts on the recent earnings releases for AYX and SQ?

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Read Answer Asked by Michael on February 28, 2019

• Block Inc. Class A (SQ)
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Q: Hello,
Could you please comments on SQ earning results, outlook and valuation based on outlook? Do you still recommend to buy this one?
Thanks
Victor

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Read Answer Asked by Victor on February 28, 2019

• Costco Wholesale Corporation (COST)
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Q: My records indicate that Costco paid 3 special dividends totaling $19 US a share between 2012 and 2017 in addition to the regular quarterly. Can you tell me the circumstances of these specials and would you expect specials to continue in future?

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Read Answer Asked by Jeff on February 27, 2019

• Danaher Corporation (DHR)
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Q: Hi Team
What do you think of DHR going forward with the addition of Bio Pharma. Have they taken up too much debt? Would be adding to ABBV, BDX and MDT in my rrsp. Thank-you in advance. Sam

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Read Answer Asked by sam on February 27, 2019

• The Kraft Heinz Company (KHC)
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Q: Hi,

What do you think of Kraft Heinz? It’s drifting down toward a 5% yield. Warren Buffet is still a believer....are you ?

Thanks

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Read Answer Asked by Scott on February 27, 2019

• Harris Corporation (HRS)
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• JX Luxventure Limited (LLL)
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Q: Hi 5i,

From your previous answers, you've like LLL in the past. Do you still like it? Does the upcoming merger change your views?

TIA!

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Read Answer Asked by Wayne on February 26, 2019

• Mosaic Company (The) (MOS)
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Q: Hello

Could you comment on MOS earnings and give opinion?
From what I read they beat consensus estimates and offered good 2019 guidance but yet the stock is down 4 % today ?

Thank you
Stephane

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Read Answer Asked by Stephane on February 26, 2019

Q: Please provide your top 5 non technology US stocks. Thanks

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Read Answer Asked by Karim on February 26, 2019

• Cisco Systems Inc. (CSCO)
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• QUALCOMM Incorporated (QCOM)
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Q: Can I get your thoughts and preference between CSCO and QCOM?

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Read Answer Asked by Nino on February 26, 2019

• LivePerson Inc. (LPSN)
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Q: Hello 5i,
Could I have you thoughts on the growth prospects of LivePerson(LPSN)?
The technology sounds like it has amazing potential or is it hype? Any competition?
Thanks
Dave

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Read Answer Asked by Dave on February 26, 2019

• Littelfuse Inc. (LFUS)
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Q: Goodmorning
What are your thoughts on this company for a long term hold?
Thks
Marcel

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Read Answer Asked by Marcel on February 26, 2019

• Biogen Inc. (BIIB)
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• Gilead Sciences Inc. (GILD)
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• McKesson Corporation (MCK)
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Q: Hi

I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.

Great service
Thanks
Ninad

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Read Answer Asked by Ninad on February 26, 2019