Investment Q&A

• Hanesbrands Inc. (HBI)
  • View HBI Profile
  • View Questions on HBI

Q: Good morning from the west coast.
Since Alberta is gonna turn off the energy tap for us British Columbia I thought there might be an opportunity with Hanesbrands.
Your opinion please
Thanks
Rick

Upvote 0

Read Answer Asked by Richard on March 13, 2018

• The Cigna Group (CI)
  • View CI Profile
  • View Questions on CI

Q: After the announcement of Cigna buying Express Scripts, the stock dropped a lot. What are your thoughts on the company, is it a buy.

Upvote 0

Read Answer Asked by Ron on March 13, 2018

• BMO Equal Weight Industrials Index ETF (ZIN)
  • View ZIN Profile
  • View Questions on ZIN
• Industrial Select Sector SPDR (XLI)
  • View XLI Profile
  • View Questions on XLI

Q: Good morning team.
Is there a US industrial ETF equivalent to ZIN in Canada?

Upvote 0

Read Answer Asked by Ken on March 12, 2018

• HSBC Holdings plc. (HSBC)
  • View HSBC Profile
  • View Questions on HSBC

Q: Could you give us your latest opinion on hsbc for a long hold

Upvote 0

Read Answer Asked by dennis on March 12, 2018

• Oclaro Inc. (OCLR)
  • View OCLR Profile
  • View Questions on OCLR
• Lumentum Holdings Inc. (LITE)
  • View LITE Profile
  • View Questions on LITE

Q: I have a question about OCLR being bought by LITE. I hold OCLR. Is LITE a company worth holding, or should I sell my OCLR stock before the deal closes? Thanks

Upvote 0

Read Answer Asked by Thomas on March 12, 2018

• Universal Display Corporation (OLED)
  • View OLED Profile
  • View Questions on OLED

Q: What are your thoughts on OLED at today's prices? Considering it's recent earnings reports have beat expectations and guidance is only slightly lower, does the price drop not seem like an overreaction?

Upvote 0

Read Answer Asked by Bob on March 12, 2018

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: Should I be selling NVDA stocks or keeping them, considering they stock prices raises due to bitcoin popularity. However as bit coin might go down, would NVDA still be a longer term investment?

Upvote 0

Read Answer Asked by Peter on March 12, 2018

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM
• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• ServiceNow Inc. (NOW)
  • View NOW Profile
  • View Questions on NOW
• Just Eat Takeaway.com N.V. (GRUB)
  • View GRUB Profile
  • View Questions on GRUB

Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave

Upvote 0

Read Answer Asked by Dave on March 12, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
  • View ZQQ Profile
  • View Questions on ZQQ

Q: I have ZQQ, TECH GIANTS as my holdings in tech. I would like to buy some individual tech companies for both my CDN and US portfolios. Could you recommend 2 or 3 stocks each from Canada and the US THAT would be good growth companies.
Thanks for your advice.
Kevin

Upvote 0

Read Answer Asked by Kevin on March 12, 2018

• Micron Technology Inc. (MU)
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Just Eat Takeaway.com N.V. (GRUB)
  • View GRUB Profile
  • View Questions on GRUB
• Spotify Technology S.A. (SPOT)
  • View SPOT Profile
  • View Questions on SPOT

Q: I have a well diversified CND and US portfolio. I have some US cash to deploy and currently own BAC, BIIB, GOOGL, AAPL, DWDP, FLIR, MS, SWKS and PYPL. I have a high risk tolerance and am looking for growth vs income. What would you top 3 US names be in order and what is your rational for the 3 picks. Thank you - Your advice has helped me become a better investor, GREAT service.
Scott

Upvote 0

Read Answer Asked by Scott on March 12, 2018

• Express Scripts Holding Company (ESRX)
  • View ESRX Profile
  • View Questions on ESRX

Q: According to BloombergBusinessWeek , Cigna’s offer to buy ESRX.us includes $15 billion in debt, and Cigna will pay $48.75 in cash plus 0.2434 shares per Express Scripts share. That is approximately $96.03 per share , says Bloomberg. Yet in the past 2 days (8 and midday 9 March) ESRX shares have traded in the range US$79 – 85. This is noticeably lower than the offer valued at $96.

Do you see this as an opportunity to buy more ESRX? Or should an ESRX holder just wait and see? OR, do you think it is best to manage risk and sell ---even if price is 10 to 15% below current offer from Cigna. Is deal risk higher than most on this offer, given upheavels seen by pharmacy benefits managers and pharma chains like CVS?

Upvote 0

Read Answer Asked by Adam on March 12, 2018

• iRhythm Technologies Inc. (IRTC)
  • View IRTC Profile
  • View Questions on IRTC

Q: I undertand that Irhythm Technologies, a US medical device/technology company, is far beyond the normal scope of your stock analysis. However it appears that the company is combining heart monitoring and analytics through a simple patch. This appears to be a significant development but...
I would appreciate your comments on the company if you venture into this sector of the market.
With gratitude for your assistance to retail investors.
Ed

Upvote 0

Read Answer Asked by Ed on March 12, 2018

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • View HQU Profile
  • View Questions on HQU

Q: Hi 5i team, I would like to dabble into ETF. How does MER affect the return ? From the 5-year chart of HQU has a 600% return , will you not consider it a choice of long term investment option ? Thanks for all your advie.

Upvote 0

Read Answer Asked by victor on March 12, 2018

• Home Depot Inc. (The) (HD)
  • View HD Profile
  • View Questions on HD
• Johnson & Johnson (JNJ)
  • View JNJ Profile
  • View Questions on JNJ

Q: Hey guys,
What do you think about buying these 2 stocks at the present time for a long term hold or would you wait.
Thank you, John.

Upvote 0

Read Answer Asked by John on March 12, 2018

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Charles Schwab Corporation (The) (SCHW)
  • View SCHW Profile
  • View Questions on SCHW
• iRhythm Technologies Inc. (IRTC)
  • View IRTC Profile
  • View Questions on IRTC

Q: Hopefully, your research will recognise the first 3 NASDAQ listings. Based on the continuing manic disorder in the Land of the Free & the Home of the Brave I am planning on certain substantial changes in our US investments. The major tax changes certainly provide new opportunities & I would appreciate your evaluation & assessment of the 4 individual choices I am considering. Thank you.

Upvote 0

Read Answer Asked by Robert on March 09, 2018

• Principal Financial Group Inc (PFG)
  • View PFG Profile
  • View Questions on PFG

Q: Your insight please on whether PFG.us suits a conservative investor, interested in dividend growth. Asset managers have many challenges. What is your opinion of the business model of PFG? Is it profitably sustainable or is it an American AGF.ca?

Upvote 0

Read Answer Asked by Adam on March 09, 2018

• Wayfair Inc. Class A (W)
  • View W Profile
  • View Questions on W

Q: Hello 5i,
Could I have your current assessment of Wayfair. They have lots of cash and seem to be investing heavily in future growth. I already own Amazon and find W intriguing.
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on March 09, 2018

• Leggett & Platt Incorporated (LEG)
  • View LEG Profile
  • View Questions on LEG

Q: Do you consider LEG.us a value stock or value AND growth? Is it reasonable to buy at current levels for a conservative investor with an eye to long term growth and some dividend? Its ROE seems good, but PEG is almost 2 (1.95, I think). If you have other suggestions I would appreciate them very much

Upvote 0

Read Answer Asked by Adam on March 09, 2018

• Arconic Corporation (ARNC)
  • View ARNC Profile
  • View Questions on ARNC

Q: I have a significant holding ( and loss ) in Arconic , a spinoff from Alcoa. I had expected the Aircraft Industry Sector expansion to lift this stock - Any thoughts ?

Upvote 0

Read Answer Asked by Thomas on March 09, 2018

• Bank of America Corporation (BAC)
  • View BAC Profile
  • View Questions on BAC
• Home Depot Inc. (The) (HD)
  • View HD Profile
  • View Questions on HD

Q: If I wanted to invest in a theme where the real US economy begins to see robust growth from the benefit of the Trump admin's policies that benefit the working class and domestic economic activity, are there any US stocks that you could suggest that may benefit from such a scenario?

Upvote 0

Read Answer Asked by Rick on March 09, 2018