Investment Q&A

• Hewlett Packard Enterprise Company (HPE $23.50)
  • $23.50 P/E (TTM): 27.28X Cap: $31B
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• HP Inc. (HPQ $27.66)
  • $27.66 P/E (TTM): 10.75X Cap: $25.85B
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Q: Hello, what do you think of HPE as an investment in the US technology sector? What is the company's debt / cash flow ratio? Is the ratio good? If you had to select just one between HPE and HPQ, which one would that be? Thanks, Gervais

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Read Answer Asked by Gervais on June 07, 2018

• Salesforce Inc. (CRM $254.83)
  • $254.83 P/E (TTM): 37.07X Cap: $242.59B
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Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor

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Read Answer Asked by Alnoor on June 07, 2018

• DocuSign Inc. (DOCU $71.49)
  • $71.49 P/E (TTM): 53.44X Cap: $14.37B
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Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?

Slainte, Chris

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Read Answer Asked by Christopher on June 07, 2018

• PayPal Holdings Inc. (PYPL $69.77)
  • $69.77 P/E (TTM): 14.95X Cap: $66.65B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

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Read Answer Asked by Alnoor on June 07, 2018

• Meta Platforms Inc. (META $738.36)
  • $738.36 P/E (TTM): 26.63X Cap: $1.85T
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Q: Should I be worried about this latest Facebook data concern as a shareholder?

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Read Answer Asked by Harrison on June 06, 2018

• Garmin Ltd. (Switzerland) (GRMN $250.45)
  • $250.45 P/E (TTM): 30.89X Cap: $48.21B
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• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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• Exact Sciences Corporation (EXAS $64.64)
  • $64.64 Cap: $12.23B
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• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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• Issuer Direct Corporation (ISDR)
  • Cap: $36M
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• Ichor Holdings (ICHR $22.47)
  • $22.47 Cap: $771M
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Nektar Therapeutics (NKTR $60.10)
  • $60.10 Cap: $1.14B
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• Rapid7 Inc. (RPD $19.18)
  • $19.18 P/E (TTM): 45.05X Cap: $1.24B
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Q: Can you recommend 8-10 small -mid cap USA stocks with high growth potential, good to excellent balance sheets that your team at 5i would own or do own and consider a long term buy. Can be from any sectors. Please exclude the following names, as these are currently already owned: BOX, FLIR, ANET, TEAM, GRUB, LLL, CGNX, ALGN

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Read Answer Asked by Aaron on June 06, 2018

• Okta Inc. (OKTA $89.07)
  • $89.07 P/E (TTM): 101.78X Cap: $15.70B
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Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

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Read Answer Asked by Reg on June 06, 2018

• Daktronics Inc. (DAKT $20.42)
  • $20.42 P/E (TTM): 85.97X Cap: $968M
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Q: Would you endorse a purchase of Daktronics at this level for a long term hold?

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Read Answer Asked by Vicki L on June 06, 2018

• Apple Inc. (AAPL $262.82)
  • $262.82 P/E (TTM): 39.39X Cap: $3.90T
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• Amazon.com Inc. (AMZN $224.21)
  • $224.21 P/E (TTM): 33.7X Cap: $2.39T
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• Visa Inc. (V $347.38)
  • $347.38 P/E (TTM): 33.79X Cap: $673.89B
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Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice

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Read Answer Asked by thambirajah on June 06, 2018

Q: I have held stock since 1997 and I am very happy to continue to hold the stock. Why is the stock price lagging the overall stock market?

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Read Answer Asked by Clayton on June 06, 2018

• Wynn Resorts Limited (WYNN $125.57)
  • $125.57 P/E (TTM): 36.14X Cap: $13.05B
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Q: Any insight as to the downturn on Wynn ?

Thanks

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Read Answer Asked by Theresa on June 05, 2018

• Micron Technology Inc. (MU $219.02)
  • $219.02 P/E (TTM): 27.23X Cap: $245.84B
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• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
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Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

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Read Answer Asked by Josette on June 05, 2018

• Viper Energy Inc. (VNOM $37.26)
  • $37.26 P/E (TTM): 11.0X Cap: $10.75B
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Q: VNOM has been downgraded to a Hold by Stifel Nicolaus - what are your thoughts on this? I am up quite a bit and wonder if it is time to sell.

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Read Answer Asked by Susan on June 05, 2018

• iShares U.S. Medical Devices ETF (IHI $61.87)
  • $61.87 P/E (TTM): 27.92X Cap: $4.29B
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Q: Hi Peter and Team,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,

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Read Answer Asked by Harry on June 05, 2018

• Amazon.com Inc. (AMZN $224.21)
  • $224.21 P/E (TTM): 33.7X Cap: $2.39T
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• Costco Wholesale Corporation (COST $932.14)
  • $932.14 P/E (TTM): 67.63X Cap: $413.10B
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• The Walt Disney Company (DIS $111.68)
  • $111.68 P/E (TTM): 17.69X Cap: $200.79B
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• Nike Inc. (NKE $69.11)
  • $69.11 P/E (TTM): 35.73X Cap: $102.15B
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• Under Armour Inc. Class C (UA $4.64)
  • $4.64 P/E (TTM): 21.27X Cap: $2.04B
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Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

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Read Answer Asked by Rick on June 05, 2018

• F5 Inc. (FFIV $298.34)
  • $298.34 P/E (TTM): 26.62X Cap: $17.13B
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• Fortinet Inc. (FTNT $85.56)
  • $85.56 P/E (TTM): 33.84X Cap: $65.56B
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Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.

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Read Answer Asked by Bonnie on June 05, 2018

• Zymeworks Inc. (ZYME $17.74)
  • $17.74 Cap: $1.32B
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Q: I own some Zymeworks stock and there was a trading halt for news and then today it dropped $5 despite what I thought was good news, could you comment?

Thanks

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Read Answer Asked by JIM on June 05, 2018

• Spotify Technology S.A. (SPOT $645.78)
  • $645.78 Cap: $131.63B
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Q: Hi,
I purchased a small starter position in SPOT a few weeks ago. I know 5i sees a lot growth potential with Spot and it has a high valuation. Lately I’ve read lots of bearish views on this company. What sets them apart from all the competition and free music available? I realize they have more users, international following, playlist sharing, and ad revenues. What am I missing that google, amazon and Apple don’t have or can’t replicate? What sets them apart from the competition?
Thanks,
Kerri

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Read Answer Asked by KERRI on June 05, 2018

• Adobe Inc. (ADBE $353.52)
  • $353.52 P/E (TTM): 22.71X Cap: $147.98B
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• Micron Technology Inc. (MU $219.02)
  • $219.02 P/E (TTM): 27.23X Cap: $245.84B
  • View MU Profile
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• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
  • View NVDA Profile
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Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

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Read Answer Asked by William on June 05, 2018

• Miscellaneous (MISC)
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Q: SGMO - gene editing, gene therapy, GILD partnership, clinical trials, etc.
CRSP - 0.
Your opinion ? Thanks

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Read Answer Asked by Kamal on June 04, 2018