Investment Q&A

• Ichor Holdings (ICHR $18.77)
  • $18.77 Cap: $637M
  • View ICHR Profile
  • View Questions on ICHR

Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on April 19, 2018

• Philip Morris International Inc (PM $150.76)
  • $150.76 P/E (TTM): 27.19X Cap: $233.13B
  • View PM Profile
  • View Questions on PM

Q: PM (New York) Down 17% today. A long term hold for me for a high divvy that grows. Should I add? Thanks Ron

Upvote 0

Read Answer Asked by Ronald on April 19, 2018

• United Rentals Inc. (URI $831.95)
  • $831.95 P/E (TTM): 20.35X Cap: $51.76B
  • View URI Profile
  • View Questions on URI

Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on April 19, 2018

• Devon Energy Corporation (DVN $37.60)
  • $37.60 P/E (TTM): 8.8X Cap: $24.09B
  • View DVN Profile
  • View Questions on DVN

Q: Just your thoughts on DVN (US)

Upvote 0

Read Answer Asked by George on April 19, 2018

• Intuitive Surgical Inc. (ISRG $548.51)
  • $548.51 P/E (TTM): 73.73X Cap: $197.07B
  • View ISRG Profile
  • View Questions on ISRG

Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

Upvote 0

Read Answer Asked by Kuldar on April 19, 2018

• Align Technology Inc. (ALGN $163.16)
  • $163.16 P/E (TTM): 30.75X Cap: $11.80B
  • View ALGN Profile
  • View Questions on ALGN

Q: Do you know what is up with Align today, the stock is down over 9%? Is it time to sell?

Upvote 0

Read Answer Asked by Nancy on April 19, 2018

• The Kraft Heinz Company (KHC $24.29)
  • $24.29 Cap: $28.82B
  • View KHC Profile
  • View Questions on KHC
• Mondelez International Inc. (MDLZ $53.57)
  • $53.57 P/E (TTM): 20.27X Cap: $69.53B
  • View MDLZ Profile
  • View Questions on MDLZ

Q: I would appreciate an opinion on two-three year outlook for these two companies.

Upvote 0

Read Answer Asked by William on April 19, 2018

• Johnson & Johnson (JNJ $209.58)
  • $209.58 P/E (TTM): 19.3X Cap: $497.61B
  • View JNJ Profile
  • View Questions on JNJ

Q: Hi Team, any thoughts on JNJ's reporting yesterday. The stock is down today, should I pick up more? Thank-you in advance. Sam

Upvote 0

Read Answer Asked by sam on April 19, 2018

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• AeroVironment Inc. (AVAV $247.42)
  • $247.42 Cap: $12.24B
  • View AVAV Profile
  • View Questions on AVAV

Q: An American stock, but if you have views, may we hear them?

Thank you!

Upvote 0

Read Answer Asked by Kim on April 19, 2018

• BioMarin Pharmaceutical Inc. (BMRN $53.57)
  • $53.57 P/E (TTM): 20.13X Cap: $10.31B
  • View BMRN Profile
  • View Questions on BMRN

Q: Hi Peter and Gang,
I would appreciate your thoughts on Biomarin Pharmaceutical Inc. listed on NASDAQ either as a trade or a long-term hold.
Thanks,

Upvote 0

Read Answer Asked by Harry on April 19, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
  • View ATVI Profile
  • View Questions on ATVI
• Take-Two Interactive Software Inc. (TTWO $245.01)
  • $245.01 Cap: $45.45B
  • View TTWO Profile
  • View Questions on TTWO

Q: Dear 5i
I'm having a tough time deciding between ATVI , EA , and TTWO as i believe the online gaming area will have very good growth . How would you rate these three and which would be your top pick and why ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on April 19, 2018

• Lumentum Holdings Inc. (LITE $364.60)
  • $364.60 P/E (TTM): 221.06X Cap: $25.94B
  • View LITE Profile
  • View Questions on LITE

Q: Hi Peter and Ryan,
Pls give your thought and update assessment on
Lumentum Holdings after Department of Commerce in US banned some of the communications equipment company from dealing with Chinese company ZTE.
What degree of business would affect LITE?

Thanks for your help.

Upvote 0

Read Answer Asked by Pui on April 19, 2018

• Goldman Sachs Group Inc. (The) (GS $910.50)
  • $910.50 P/E (TTM): 17.81X Cap: $266.70B
  • View GS Profile
  • View Questions on GS

Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

Upvote 0

Read Answer Asked by Francois on April 18, 2018

• Nutanix Inc. (NTNX $47.40)
  • $47.40 P/E (TTM): 72.66X Cap: $12.81B
  • View NTNX Profile
  • View Questions on NTNX

Q: Could you give an updated assessment of this company please? Thank you.

Upvote 0

Read Answer Asked by Matthew on April 18, 2018

• PepsiCo Inc. (PEP $148.28)
  • $148.28 P/E (TTM): 27.5X Cap: $204.69B
  • View PEP Profile
  • View Questions on PEP

Q: Hello Folks:
I have owned Pepsi for a number of years.
Do you feel it worth keeping, or would you suggest other choices. Pepsi and MacDonalds are my only food industry holdings.
Thanks for everything
brian

Upvote 0

Read Answer Asked by Brian on April 18, 2018

• FedEx Corporation (FDX $286.50)
  • $286.50 P/E (TTM): 16.13X Cap: $67.08B
  • View FDX Profile
  • View Questions on FDX
• United Parcel Service Inc. (UPS $100.60)
  • $100.60 P/E (TTM): 15.01X Cap: $84.53B
  • View UPS Profile
  • View Questions on UPS

Q: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on April 18, 2018

• Algonquin Power & Utilities Corp. (AQN $8.13)
  • $8.13 Cap: $6.15B
  • View AQN Profile
  • View Questions on AQN

Q: Please comment on the AQN announcement today.

Upvote 0

Read Answer Asked by Geoffrey on April 17, 2018

• Booking Holdings Inc. (BKNG $5,263.60)
  • $5,263.60 P/E (TTM): 33.85X Cap: $170.10B
  • View BKNG Profile
  • View Questions on BKNG

Q: Your thoughts on BKNG (Booking Holdings) right now? Is it a buy despite its high share price? Thank you.

Upvote 0

Read Answer Asked by Ty on April 17, 2018

• Netflix Inc. (NFLX $94.29)
  • $94.29 P/E (TTM): 4.04X Cap: $392.84B
  • View NFLX Profile
  • View Questions on NFLX

Q: Your comments please on Netflix's latest earnings and opinion on the stock.
Thank you

Upvote 0

Read Answer Asked by Marty on April 17, 2018

• Bank of America Corporation (BAC $54.37)
  • $54.37 P/E (TTM): 14.63X Cap: $394.91B
  • View BAC Profile
  • View Questions on BAC

Q: Hello 5I/Peter
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio

Upvote 0

Read Answer Asked by claudio on April 16, 2018