Investment Q&A

• Cognex Corporation (CGNX)
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018

• iShares Short Treasury Bond ETF (SHV)
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Q: Hello,
I am looking for a place to park U.S. dollars. Would this be a good choice?
Thanks

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Read Answer Asked by Deborah on May 09, 2018

• Box Inc. Class A (BOX)
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• Dropbox Inc (DBX)
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Q: If you were to choose between the two above for exposure to growth in cloud computing which would you choose and why? Other suggestions are welcome as well. Cheers, Shyam

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Read Answer Asked by Shyam on May 09, 2018

• American International Group Inc. (AIG)
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Q: Hello 5i: I would appreciate your thoughts on AIG. Is a buy, sell or hold. Thank you Barbara

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Read Answer Asked by Barbara on May 09, 2018

• Heartbeam Inc. (BEAT)
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Q: What is your short term price outlook, can BEAT sustain recent momentum thru summer?

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Read Answer Asked by Joel on May 09, 2018

• Ichor Holdings (ICHR)
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Q: Could you please comment results.

Thanks,
Milan

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Read Answer Asked by Milan on May 09, 2018

• iShares Biotechnology ETF (IBB)
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• abrdn Healthcare Investors Shares of Beneficial Interest (HQH)
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Q: Hello 5i:
can you advise on the ETF HQH? I'd like more US exposure, in US dollars and would see this as a very small part of the portfolio. I'm attracted by the yield, and by the fact that Biotech in general has been pretty beaten up; meaning little downside with good upside. I'm thinking of holding in a TFSA, if an investment is made.
thanks
Paul L

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Read Answer Asked by Paul on May 08, 2018

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• Delphi Technologies PLC (DLPH)
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• BlackBerry Limited (BB)
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Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.

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Read Answer Asked by Mike on May 08, 2018

• Salesforce Inc. (CRM)
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• ServiceNow Inc. (NOW)
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Q: Dear 5i
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C

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Read Answer Asked by Bill on May 08, 2018

• Starbucks Corporation (SBUX)
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Q: "Swiss-based food giant Nestle will pay Starbucks $7.15 billion in cash for the rights to sell the U.S. coffee chain’s products around the world in a global alliance aimed at reinvigorating their coffee empires."

is this news a reason to take a new position in Starbucks? Thanks for your thoughts.

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Read Answer Asked by Lesley on May 07, 2018

• Meta Platforms Inc. (META)
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Q: Facebook seems to have recovered from the scandal - what do you see for potential growth in the next year or two?? thanks, Jim.

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Read Answer Asked by jim on May 07, 2018

• Box Inc. Class A (BOX)
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• Radware Ltd. (RDWR)
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• Rosetta Stone Inc. (RST)
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Q: How would you rate these stocks?
Thank you!

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Read Answer Asked by Sigrid on May 07, 2018

• Heliogen Inc Com (ATHN)
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Q: A warm thank you for suggesting ATHN in your Q & A. Takeout today at $160. Nice treat to have with your coffee.

Sheldon

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Read Answer Asked by Sheldon on May 07, 2018

• Weight Watchers International Inc (WTW)
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Q: Hello 5i can you comment on wtw earnings Thanks

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Read Answer Asked by Kim on May 04, 2018

• Arista Networks Inc. (ANET)
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Q: Thoughts on Arista Networks?

Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!

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Read Answer Asked by John on May 04, 2018

• Floor & Decor Holdings Inc. (FND)
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Q: Can you give me any insights on this company. They seem to have reported good numbers. Yet the their stock sold off. Would it be ok to add to my position.

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Read Answer Asked by Irshad on May 04, 2018

• QUALCOMM Incorporated (QCOM)
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• Block Inc. Class A (SQ)
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• Box Inc. Class A (BOX)
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• Spotify Technology S.A. (SPOT)
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Q: Your staff is allowed to buy stock on the US exchange.Can you tell me what your people are buying as of late?
What are your thought on Qcom?
You think its a good candidate at this moment and why?

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Read Answer Asked by Josh on May 04, 2018

• Procter & Gamble Company (The) (PG)
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• Unilever PLC (UL)
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Q: Which do you think has better growth prospects going forward?

TIA!

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Read Answer Asked by Wayne on May 04, 2018

• Littelfuse Inc. (LFUS)
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• iRhythm Technologies Inc. (IRTC)
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Q: Hi Peter, pls comment on the earnings for LFUS and IRTC and give any thoughts you have on continuing to hold. Thank you.

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Read Answer Asked by Paul on May 04, 2018

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.

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Read Answer Asked by Aaron on May 04, 2018