Investment Q&A

Q: With the miss and the weakness in the stock would now be a good time to take a long term position or would you see more pain and possible div. cut.

Q: These stocks are making new lows.
They are not in favour right now.
Money is coming out of this sector because packaged foods are not popular etc? Growth stocks are back in favour?
Is this an opportunity?

Q: Can you please give me PE and forward PE for both companies. How do they differ? Even in a economically sensitive business, wouldn't you assume cjt can still grow with simply the transition to online versus BandM.

Q: How big is the news GILD for FDA approval for Cancer drugs? I think it is significant. Can I make a case for a full or half position on this company. Currently have very limited exposure in this sector..except if SIS is considered a healthcare stock. Thanks. Shyam

Q: Just noticing TAP is getting cheap, is it a trap. What would you say about its prospects for the next few years? Is there a better choice in the sector?

Q: Nanostring Technologies. I am curious to know why the free fall?

Q: Why is Ichor Holdings down so much today?

Q: Which is your favorite US Bank and why would you buy it today?
Thank you.

Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis

Q: How would you order the following US stocks in terms of growth potential: OCLR, ICHR, SQ, BRKS.
What is best buy today?
Thanks,

Milan

Q: Hello Peter, Ryan and 5i team,

I recently sold my position in BYD.un and would like to instead deploy the funds to add another one of the FAANG stocks?
The ytd return on BYD.un is just about 10% and would like a growth stock for a 5+year hold. I own half postions in FB, GOOG and would like to know which would you add and have most conviction with for a long term (forever?) hold? I was leaning towards AMZN, BABA or APPL? Or would you suggest a half position in a two of these?

Thank you as always for your valued opinion,
Regards,
Romeo

Q: Hi 5iResearch Team,

XYL drops by almost 5% today, would you please comment on what's causing this decline.

Regards,

Q: Any updated comments now that they are FDA approved?

Q: Can you please comment on Korn/Ferry International..$KFY,

Thanks Valter

Q: PCG stock price has tumbled fast for reasons that are most unfortunate. Many customers are suffering due to power outages and some or all the blame might be attributable to errors by PCG. Given that electric utilities should be in higher demand due to our migrating from fossil fuel to cleaner power: (1) is PCG now a buy at its depressed price? (2) Should one wait for clarification on who or what caused the fires in California? (3) If interest rates rise as expected in December, how would PCG share price be affected? (4) If PCG is found to be at fault, could it survive a multi-billion payments for damages and penalties? (BP has still not recovered from its environmental crimes)

Q: This morning I ask a question about fix income and recommended bshort duration bond ladders. You indicated that CLF or CBO would be your recommended choices. What is the difference?

Can you also recommend a short term bond ladder, corporate bond and preferred share ETF to hold USD in?

Thanks again!

DON

Q: What is your opinion of a franklin templeton smart beta etf with ticker symbol flus.
It shows up with an ROE of 28 . Is it a good enough etf for exposure to the US market?

Q: Could you tell me about Sons,sonus network.
what do you see in going forward and what are the multiples?

Q: Dear 5i
I1m considering investing in the named companies primarily as my US stock allocation. I currently own appl , fb , and nvda along with the etc`s vfv , vgg , and zwh.
Do these stocks seem like a good addition at this time
Thanks
Bill C

Q: I'm hoping you might be able to help me understand why Broadcom (AVGO) seems to be so highly regarded by the investment community, as a strong buy. When I review the stock on the TMX website there is an indication that this company's shares are currently trading at a price to earnings multiple of 223.6 to 1. That seems to me to be an insanely high valuation yet the Research tab indicates that 21 analysts rate the company as a strong buy, 1 as a moderate buy and 1 as a hold.

Do you have an opinion about this company and its future prospects? Do firms in this industry typically trade on the basis of some other metric than P/E? Given that I hold nothing else in this space within my portfolio currently, would you recommend that I take a 5% position in this firm at this time?