Investment Q&A

• Okta Inc. (OKTA $90.59)
  • $90.59 P/E (TTM): 100.91X Cap: $16.05B
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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 $20.51)
  • $20.51 P/E (TTM): 77.79X Cap: $1.01B
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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 $278.03)
  • $278.03 P/E (TTM): 37.06X Cap: $4.11T
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• Amazon.com Inc. (AMZN $230.28)
  • $230.28 P/E (TTM): 32.19X Cap: $2.46T
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• Visa Inc. (V $345.63)
  • $345.63 P/E (TTM): 32.01X Cap: $627.26B
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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 $124.85)
  • $124.85 P/E (TTM): 26.95X Cap: $12.98B
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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 $258.46)
  • $258.46 P/E (TTM): 33.26X Cap: $290.11B
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.7X Cap: $4.39T
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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 $40.65)
  • $40.65 P/E (TTM): 16.71X Cap: $14.66B
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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 $62.25)
  • $62.25 P/E (TTM): 27.61X Cap: $4.16B
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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 $230.28)
  • $230.28 P/E (TTM): 32.19X Cap: $2.46T
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• Costco Wholesale Corporation (COST $884.48)
  • $884.48 P/E (TTM): 63.78X Cap: $391.98B
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• The Walt Disney Company (DIS $111.46)
  • $111.46 P/E (TTM): 15.62X Cap: $194.29B
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• Nike Inc. (NKE $67.74)
  • $67.74 P/E (TTM): 32.48X Cap: $100.13B
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• Under Armour Inc. Class C (UA $4.24)
  • $4.24 Cap: $1.85B
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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 $264.45)
  • $264.45 P/E (TTM): 21.84X Cap: $15.36B
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• Fortinet Inc. (FTNT $82.47)
  • $82.47 P/E (TTM): 34.36X Cap: $61.32B
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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 $24.94)
  • $24.94 Cap: $1.93B
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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 $598.87)
  • $598.87 Cap: $124.22B
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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 $350.43)
  • $350.43 P/E (TTM): 22.09X Cap: $143.63B
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• Micron Technology Inc. (MU $258.46)
  • $258.46 P/E (TTM): 33.26X Cap: $290.11B
  • View MU Profile
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.7X Cap: $4.39T
  • 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

• Nike Inc. (NKE $67.74)
  • $67.74 P/E (TTM): 32.48X Cap: $100.13B
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Q: Hi,

What is your opinion on Nike in terms of valuation/growth outlook?
Would you buy it today?
Thank you.

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Read Answer Asked by Arthur on June 04, 2018

Q: ZYME has dropped 12% rather abruptly this morning but I can't find any relevant news on-line. Do you know of any particular problems?

Thanks,
John

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Read Answer Asked by John on June 04, 2018

• Canadian Solar Inc. (CSIQ $25.20)
  • $25.20 Cap: $1.59B
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Q: Any idea why CSIQ is down so much today?

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Read Answer Asked by Zafar on June 04, 2018

• The Middleby Corporation (MIDD $146.11)
  • $146.11 Cap: $7.35B
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Q: Wondering what are your thoughts about Middleby.

Thanks

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Read Answer Asked by Bill on June 04, 2018

• Sina Corporation (SINA $43.26)
  • $43.26 Cap: $2.96B
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Q: Hi Peter, how would you rate sina, ? And what are their growth ? Thanks Alnoor

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Read Answer Asked by Alnoor on June 04, 2018

• Goldman Sachs Group Inc. (The) (GS $911.03)
  • $911.03 P/E (TTM): 17.81X Cap: $273.24B
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• Morgan Stanley (MS $180.29)
  • $180.29 P/E (TTM): 18.32X Cap: $286.53B
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Q: Greetings,
All of the US investment banks are struggling so far in 2018. Is there some reason for this and is this a good time to add to ones holdings (i own JPM) or would you prefer something like a Bank of American or the Regional Bank ETF.

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Read Answer Asked by kelly on June 04, 2018