Investment Q&A

• Signet Jewelers Limited (SIG $103.73)
  • $103.73 P/E (TTM): 35.18X Cap: $4.29B
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Q: Hi 5i
I really enjoy the great service that you provide. This is my first question: what are your thought on signet ?
David

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Read Answer Asked by David on January 29, 2018

• Intrexon Corporation (XON)
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Q: Any thoughts on XON?
Has management delivered on their promises, is the debt high and what is the level of insider ownership?
Have they been able to sell there products at a profit?
The long term share price chart is less than stellar and the short interest appears to be high.
Thanks as always,
Jim

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Read Answer Asked by James on January 29, 2018

• Jardine Matheson Holdings (JMHLY)
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Q: Hi Peter,
David Driscoll recently recommended JMHLY (Jardine Matheson) as a good way to play Asia, and Lindsay Corp as a good commodity/industrial play. Would appreciate if you have thoughts on either of these for purchases outside Canada in US$.
Thank you, Paul

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Read Answer Asked by Paul on January 29, 2018

• Merck & Company Inc. (MRK $87.49)
  • $87.49 P/E (TTM): 13.51X Cap: $217.75B
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• Pfizer Inc. (PFE $24.76)
  • $24.76 P/E (TTM): 13.12X Cap: $140.77B
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Q: All things being equal, which company would you choose for a long-term hold, MRK or PFE (and reasons why)?
Thanks!

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Read Answer Asked by Jake on January 29, 2018

• Revolution Lighting Technologies Inc - Ordinary Shares - Class A (RVLT $0.11)
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• Westwater Resources Inc. (WWR $1.64)
  • $1.64 Cap: $141M
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Q: Hi, I would like to get your thoughts on RVLT and WWR. Is WWR changed it's ticker some time ago?

Thanks,

Adam

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Read Answer Asked by Adam on January 29, 2018

• DR Pepper Snapple Group (DPS)
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Q: I have a significant position in Dr Pepper Snapple. Would you sell into the offer from Keurig or wait for it to close?

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Read Answer Asked by Andrew on January 29, 2018

• F5 Inc. (FFIV $298.34)
  • $298.34 P/E (TTM): 26.26X Cap: $17.34B
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Q: FFIV.us disappointed shareholders and price dropped on results that didn’t look that bad. The shares have run up a lot though. Is FFIV still worth buying? How does it look on pure fundamentals especially debt levels? Do you like its business model? Does it handle competition well?

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Read Answer Asked by Adam on January 29, 2018

• Aircastle Limited (AYR $32.01)
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Q: Your analysis please on AYR.us. 1. Do prospects look good relative to risk? 2. Is this company MORE vulnerable than the average or general for S&P 500 at large? 3. Is debt level a concern and is dividend safe? (4. Is the company a micro-cap? Doesn't show up on 5i check symbol box)

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Read Answer Asked by Adam on January 29, 2018

• Wynn Resorts Limited (WYNN $125.57)
  • $125.57 P/E (TTM): 34.41X Cap: $13.03B
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Q: Hi 5i,

In light of the recent allegations regarding Steve Wynn and the 10% drop in the stock on Friday, what would be the best course of action? Hold on or run for the hills?

Thanks!

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Read Answer Asked by Jason on January 29, 2018

• Wynn Resorts Limited (WYNN $125.57)
  • $125.57 P/E (TTM): 34.41X Cap: $13.03B
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Q: Would you take a position in Wynn resorts after the 10% downfall following sex scandal revelations? Pundits on CNBC are predicting a doomsday scenario. What do you think of the company in general? Would you be comfortable buying here?

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Read Answer Asked by Karim on January 29, 2018

• Vuzix Corporation (VUZI $3.66)
  • $3.66 Cap: $271M
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Q: Hi Peter/Ryan,
what's your thought about VUZIX. Its smart AR glass was big hit in CES 2018 and stock gone up 50% recently. would you recommend it for my RRSP

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Read Answer Asked by Peter on January 29, 2018

• Bank of America Corporation (BAC $52.57)
  • $52.57 P/E (TTM): 14.99X Cap: $383.38B
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• Citigroup Inc. (C $98.78)
  • $98.78 P/E (TTM): 14.3X Cap: $181.84B
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• JPMorgan Chase & Co. (JPM $300.44)
  • $300.44 P/E (TTM): 15.08X Cap: $809.91B
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Q: Hi. Most of my US exposure is in tech. Am looking for some Financial exposure in the US. Considering JPM so would like your thought on that as well as a couple other suggestions.

Thanks
Bryan

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Read Answer Asked by Bryan on January 26, 2018

• Newell Brands Inc. (NWL $4.98)
  • $4.98 Cap: $2.08B
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Q: Wow NWL was really taken out behind the wood shed today on the news of planning a strategic review of company options.I thought this was generally viewed as a positive news.Could this be a great buying opportunity your thoughts on the news and company thanks

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Read Answer Asked by Greg on January 26, 2018

• Lam Research Corporation (LRCX $151.68)
  • $151.68 P/E (TTM): 35.55X Cap: $191.96B
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Q: Lam Research seemed to report very good earnings today yet it was down 5% on the day. It seems to be very cheap when looking at PEG ratios and has a reasonably good balance sheet. Can you give me any insight as to what is going on here? Would you buy this stock today? Thanks.

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Read Answer Asked by John on January 26, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Intel Corporation (INTC $38.28)
  • $38.28 Cap: $167.02B
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• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.36X Cap: $4.42T
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• Texas Instruments Incorporated (TXN $169.13)
  • $169.13 P/E (TTM): 31.21X Cap: $156.54B
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Q: Hi 5i,

I hold the above in the semiconductor space. Do you think there is too much overlap or do they all serve separate markets. Would it make sense to keep all of the above or should I swap one of them out for AMAT? Would that give me better diversification? If so, which one?

Thanks!

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Read Answer Asked by Wayne on January 26, 2018

• Universal Display Corporation (OLED $147.01)
  • $147.01 P/E (TTM): 29.14X Cap: $6.98B
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Q: I sent a question in yesterday and assume it is still for processing. This is a different question. OLED has dropped 20% in the last 5 days. Should I sell it and purchase another US stock. I come across many by reading your questions and answers everyday - the likes of TRHC, NTLA, MYOK and ANET or perhaps you have something better to suggest or do you think this thing will rebound faster than me using a replacement? Thank you, Dennis.

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Read Answer Asked by Dennis on January 26, 2018

• Berry Global Group Inc. (BERY)
  • P/E (TTM): 16.89X Cap: $7.82B
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Q: Hi 5i:

BERY.N (Berry Global Group was a top pick on BNN yesterday. It is in the same field as CCL, and was predicted to be a better investment than CCL which has leveled off.. What do you think of BERY, and would you think switching from CCL to BERY is a reasonable move?

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Read Answer Asked by Roland on January 26, 2018

• Duke Energy Corporation (Holding Company) (DUK $127.37)
  • $127.37 P/E (TTM): 20.98X Cap: $98.96B
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• NextEra Energy Inc. (NEE $84.41)
  • $84.41 P/E (TTM): 28.97X Cap: $171.43B
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Q: HI 5iResearch team,
Can you please advise re: US utilities? I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange. He recommended US utilities for a longer term hold. Do you concur and if so, what would you buy?
Thank you, Linda

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Read Answer Asked by Linda on January 26, 2018

• inTest Corporation (INTT $8.69)
  • $8.69 Cap: $101M
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Q: Hi Team, what are your thoughts on Intest Corp (INTT) .Would this be a good TFSA candidate? Thank-you in advance. Sam

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Read Answer Asked by sam on January 26, 2018

• Equifax Inc. (EFX $233.80)
  • $233.80 P/E (TTM): 45.05X Cap: $28.22B
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Q: Please provide a little in-depth opinion on Equifax as it works to regain its position as the leading credit rating agency for NA. You can use two credits. Thank you

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Read Answer Asked by malcolm on January 26, 2018