Investment Q&A

• Xtrackers California Municipal Bonds ETF (CA)
  • Fwd P/E: 13.42X Cap: $20M
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Q: If you owned CA Inc. now would you sell? It's a very small weighting in my portfolio.

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Read Answer Asked by Andrew on July 18, 2018

• Mallinckrodt plc (MNK)
  • Cap: $92M
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Q: Hi Ryan & Peter,

Would like your opinion about MNK.

Thanks,

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Read Answer Asked by Stephane on July 18, 2018

• Amazon.com Inc. (AMZN $222.33)
  • $222.33 Fwd P/E: 36.4X Cap: $2.32T
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• Intuitive Surgical Inc. (ISRG $527.84)
  • $527.84 Fwd P/E: 78.29X Cap: $188.99B
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• Micron Technology Inc. (MU $122.42)
  • $122.42 Fwd P/E: 28.62X Cap: $139.24B
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• NVIDIA Corporation (NVDA $163.21)
  • $163.21 Fwd P/E: 51.05X Cap: $3.90T
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• Block Inc. Class A (SQ)
  • Fwd P/E: 59.56X Cap: $53.89B
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Q: Hi !
In the event of a significant market sell-off, which U.S. stocks would be on top of your list for good value with superior growth potential in the short term and in the long term ?

Have a good day,

JD

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Read Answer Asked by Jacques on July 18, 2018

• iShares U.S. Medical Devices ETF (IHI $61.35)
  • $61.35 Fwd P/E: 105.73X Cap: $4.52B
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• SPDR S&P Health Care Equipment ETF (XHE $81.01)
  • $81.01 Fwd P/E: 66.24X Cap: $167M
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Q: Do you now of an ETF which covers medical supplies/equipment/ devices and not drugs? Thanks

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Read Answer Asked by gary on July 18, 2018

• Mastercard Incorporated (MA $560.59)
  • $560.59 Fwd P/E: 39.63X Cap: $510.72B
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• Visa Inc. (V $354.24)
  • $354.24 Fwd P/E: 35.84X Cap: $677.36B
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Q: I noted Visa is in Business Services industry (software and programming) whereas MasterCard is listed in Financial Services. Shares for Visa currently lower than MasterCard. Going forward which of the two would be better value investment and why? I am thinking it is Visa but would appreciate your input.

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Read Answer Asked by Elizabeth on July 18, 2018

• Turtle Beach Corporation (HEAR)
  • Cap: $351M
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Q: Are you familiar with HEAR. If so, can I have your thoughts on it and would you consider it a buy now. Thanks

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Read Answer Asked by Bruce on July 18, 2018

• Phillips 66 (PSX $131.34)
  • $131.34 Fwd P/E: 28.47X Cap: $52.98B
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• Valero Energy Corporation (VLO $148.83)
  • $148.83 Fwd P/E: 49.06X Cap: $46.56B
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Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.

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Read Answer Asked by Maureen on July 18, 2018

• Meta Platforms Inc. (META $735.41)
  • $735.41 Fwd P/E: 28.08X Cap: $1.81T
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Q: Facebook reports in a week - Any guess about earnings?? Thanks Jim

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Read Answer Asked by jim on July 18, 2018

• Box Inc. Class A (BOX $33.56)
  • $33.56 Fwd P/E: 25.71X Cap: $4.86B
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• Rapid7 Inc. (RPD $24.91)
  • $24.91 Fwd P/E: 59.73X Cap: $1.56B
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Q: Are these two companies similar and if not, which one would you choose for growth. Or could both be owned at a 2% weighing?

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Read Answer Asked by Helen on July 18, 2018

• Alphabet Inc. (GOOGL $176.88)
  • $176.88 Fwd P/E: 19.73X Cap: $2.11T
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Q: what is your current opinion on goog ? I have a small holding but has advanced to 1200 today I am in at 790

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Read Answer Asked by Dale on July 18, 2018

• Intel Corporation (INTC $23.25)
  • $23.25 Cap: $102.89B
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Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 18, 2018

• Netflix Inc. (NFLX $1,278.14)
  • $1,278.14 Fwd P/E: 60.95X Cap: $542.87B
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Q: Can you comment on earnings and outlook for Netlifix. Considering the after hours sell off would you recommend adding, selling or holding onto my current full position.

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Read Answer Asked by Marty on July 17, 2018

• Crown Holdings Inc. (CCK $107.59)
  • $107.59 Fwd P/E: 23.3X Cap: $12.55B
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Q: What can you tell me about Crown Holdings? Ticker CCK on the NYSE. Would you consider this a strong buying opportunity?

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Read Answer Asked by Brady on July 16, 2018

• Spotify Technology S.A. (SPOT $727.48)
  • $727.48 Cap: $147.05B
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Q: Hello, I purchased a 1/3rd position on Spotify a when it came to the market and it is already up about 20%. Wondering if it time to add more. Is there a reason for its rise or it is just the markets are good. Have they had any positive news or earnings releases? Thanks. Shyam

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Read Answer Asked by Shyam on July 16, 2018

• Box Inc. Class A (BOX $33.56)
  • $33.56 Fwd P/E: 25.71X Cap: $4.86B
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Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.

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Read Answer Asked by Les on July 16, 2018

• Peabody Energy Corporation (BTU $14.21)
  • $14.21 Fwd P/E: 5.47X Cap: $1.73B
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• Arch Resources Inc. Class A (ARCH)
  • Fwd P/E: 14.16X Cap: $2.44B
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• CONSOL Energy Inc. (CEIX)
  • Fwd P/E: 7.48X Cap: $3.10B
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Q: Hi 5i Team,

I am interested in buying some US Coal company stocks, do you have any suggestions? I found three big US Coal company BTU, ARCH, and CLD, which do you think has better potentials?

Thanks
Adam

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Read Answer Asked by Adam on July 16, 2018

• Coty Inc. Class A (COTY $4.94)
  • $4.94 Cap: $4.30B
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Q: What you think about COTY? Is it a buy, hold or sell?

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Read Answer Asked by Peter on July 16, 2018

• Microsoft Corporation (MSFT $500.82)
  • $500.82 Fwd P/E: 38.49X Cap: $3.69T
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• NVIDIA Corporation (NVDA $163.21)
  • $163.21 Fwd P/E: 51.05X Cap: $3.90T
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• Visa Inc. (V $354.24)
  • $354.24 Fwd P/E: 35.84X Cap: $677.36B
  • View V Profile
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Q: Recently I opened a Corporate Investing Account for our small business to put money not currently required vs sitting in a bank account ; investing period would be at least 5 years. Funds are in USD so the plan is to invest in US stocks and currently plan to invest $15,000 to $50,000 USD. I am considering MSFT , NVDA and V. Your comments / recommendations would be appreciated. Thank you.

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Read Answer Asked by Elizabeth on July 16, 2018

• Microsoft Corporation (MSFT $500.82)
  • $500.82 Fwd P/E: 38.49X Cap: $3.69T
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Q: I should no better than to get 'hungry' for a stock i've been eyeballing for a while the week it announces its earnings but we probably wouldn't have a market if we ALL acted rationally.

I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).

Much thanks,
Mark

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Read Answer Asked by Mark on July 16, 2018

• Johnson & Johnson (JNJ $155.37)
  • $155.37 Fwd P/E: 17.27X Cap: $374.84B
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Q: Johnson and Johnson is a highly rated company. However they are facing a large number of law suits, mostly related to talcum powder. Although the scientific basis for these lawsuits is extremely weak, I am concerned about the legal system in the USA. Would you recommend I keep holding my JNJ shares or sell and invest in something else in the USA? Diversification is not an issue.

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Read Answer Asked by jacques on July 13, 2018