Investment Q&A

• United Rentals Inc. (URI)
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Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.

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Read Answer Asked by Brian on April 19, 2018

• Devon Energy Corporation (DVN)
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Q: Just your thoughts on DVN (US)

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Read Answer Asked by George on April 19, 2018

• Intuitive Surgical Inc. (ISRG)
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Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

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Read Answer Asked by Kuldar on April 19, 2018

• Align Technology Inc. (ALGN)
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Q: Do you know what is up with Align today, the stock is down over 9%? Is it time to sell?

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Read Answer Asked by Nancy on April 19, 2018

• The Kraft Heinz Company (KHC)
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• Mondelez International Inc. (MDLZ)
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Q: I would appreciate an opinion on two-three year outlook for these two companies.

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Read Answer Asked by William on April 19, 2018

• Johnson & Johnson (JNJ)
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Q: Hi Team, any thoughts on JNJ's reporting yesterday. The stock is down today, should I pick up more? Thank-you in advance. Sam

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Read Answer Asked by sam on April 19, 2018

• JX Luxventure Limited (LLL)
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• Raytheon Technologies (UTX)
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• AeroVironment Inc. (AVAV)
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Q: An American stock, but if you have views, may we hear them?

Thank you!

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Read Answer Asked by Kim on April 19, 2018

• BioMarin Pharmaceutical Inc. (BMRN)
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Q: Hi Peter and Gang,
I would appreciate your thoughts on Biomarin Pharmaceutical Inc. listed on NASDAQ either as a trade or a long-term hold.
Thanks,

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Read Answer Asked by Harry on April 19, 2018

• Activision Blizzard Inc (ATVI)
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• Take-Two Interactive Software Inc. (TTWO)
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Q: Dear 5i
I'm having a tough time deciding between ATVI , EA , and TTWO as i believe the online gaming area will have very good growth . How would you rate these three and which would be your top pick and why ?
Thanks
Bill C

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Read Answer Asked by Bill on April 19, 2018

• Lumentum Holdings Inc. (LITE)
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Q: Hi Peter and Ryan,
Pls give your thought and update assessment on
Lumentum Holdings after Department of Commerce in US banned some of the communications equipment company from dealing with Chinese company ZTE.
What degree of business would affect LITE?

Thanks for your help.

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Read Answer Asked by Pui on April 19, 2018

• Goldman Sachs Group Inc. (The) (GS)
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Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

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Read Answer Asked by Francois on April 18, 2018

• Nutanix Inc. (NTNX)
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Q: Could you give an updated assessment of this company please? Thank you.

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Read Answer Asked by Matthew on April 18, 2018

• PepsiCo Inc. (PEP)
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Q: Hello Folks:
I have owned Pepsi for a number of years.
Do you feel it worth keeping, or would you suggest other choices. Pepsi and MacDonalds are my only food industry holdings.
Thanks for everything
brian

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Read Answer Asked by Brian on April 18, 2018

• FedEx Corporation (FDX)
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• United Parcel Service Inc. (UPS)
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Q: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C

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Read Answer Asked by Bill on April 18, 2018

• Algonquin Power & Utilities Corp. (AQN)
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Q: Please comment on the AQN announcement today.

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Read Answer Asked by Geoffrey on April 17, 2018

• Booking Holdings Inc. (BKNG)
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Q: Your thoughts on BKNG (Booking Holdings) right now? Is it a buy despite its high share price? Thank you.

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Read Answer Asked by Ty on April 17, 2018

• Netflix Inc. (NFLX)
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Q: Your comments please on Netflix's latest earnings and opinion on the stock.
Thank you

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Read Answer Asked by Marty on April 17, 2018

• Bank of America Corporation (BAC)
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Q: Hello 5I/Peter
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio

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Read Answer Asked by claudio on April 16, 2018

• Arista Networks Inc. (ANET)
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Q: ANET getting killed this morning down over 10 percent. probably in part due to the downgrade. Is growth story still intact or is competition killing it? still a buy/hold or is it time to sell?

TIA!

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Read Answer Asked by Wayne on April 13, 2018

• JPMorgan Chase & Co. (JPM)
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Q: What is your opinion of JPM and the latest results? Buy, Sell or Hold?

thanks, cathy

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Read Answer Asked by Catherine on April 13, 2018