Investment Q&A

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOGL)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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Q: For long-term holds in US Tech, how would you rank these four, in terms of growth and stability?

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Read Answer Asked by Jim on February 19, 2017

• Monument Circle Acquisition Corp. (MON)
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Q: I know this is a bit of a crytal ball question. But do you expect the Bayer deal to go through? Any idea how long it would take?

I have held this for a couple of years and am wondering if the funds could be put to better use with a company like NVDA, ULTA or FB .... even though they are all in different industries?

Thanks for any guidance you can provide.

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Read Answer Asked by Donald on February 17, 2017

• Reynolds American Inc (RAI)
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Q: Do you see more upside potential before the deal with BAT winds up?

I have an 80% plus gain on the stock and wonder about taking the money and move on to something else with more upside potential?

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Read Answer Asked by Donald on February 17, 2017

• Molina Healthcare Inc (MOH)
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Q: I know US stocks aren't your thing, but could you give me an opinion on Molina Healthcare. It looks very interesting to me after it's 17% drop yesterday.

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Read Answer Asked by Grant on February 16, 2017

• Insight Enterprises Inc. (NSIT)
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Q: Very grateful if you could provide your views on Insights Enterprises (nsit-q)and PCM Inc (pcmi-q). Is it buyable now ?
Feel free to deduct more than one credit to my account for any of my recent questions.

Many thanks,

Jacques

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Read Answer Asked by Jacques on February 16, 2017

• Central Garden & Pet Company (CENT)
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Q: Having a pet, I know first hand how one can spend on it. What would be a good growth company or two in the field of pet care or supplies and what are your views on Central Gardens & Pet (cent-Q) ?
Thank you in advance for your good attention,

Jacques

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Read Answer Asked by Jacques on February 16, 2017

• Gilead Sciences Inc. (GILD)
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• CRH Medical Corporation (CRH)
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Q: Hi Team, apples to oranges but I bought GILD a while back for growth. What would you consider if deciding to switch to CRH Medical. Size, geography, I know. But for a five year growth play does this make any sense from a risk return perspective? Thank you, Michael

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Read Answer Asked by Michael on February 16, 2017

• Miscellaneous (MISC)
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Q: Good Morning 5i Team.
Would you please recommend some US growth stocks for the next 3-5 years.
Thank you.

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Read Answer Asked by David on February 16, 2017

• Scorpio Tankers Inc. (STNG)
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Q: What is your view on Scorpio Tankers considering recent upgrades?

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Read Answer Asked by rick on February 16, 2017

• American International Group Inc. (AIG)
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Q: Can you give me your opinion on AIGs earnings, and what you think of the company going forward. Thanks

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Read Answer Asked by Mark on February 16, 2017

• Netflix Inc. (NFLX)
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• Booking Holdings Inc. (BKNG)
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Stamps.com Inc. (STMP)
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Q: I am trying to identify the best E-Commerce to buy now for solid growth. You commented 6 months ago on Stamps.com (stmp-q). How have your views evolved since then on this company and how would you compare it to Priceline (pcln-q), Mercado Libre (meli-q), Netflix (nflx-q)and Alibaba (baba-q) ?
Very grateful for your views,

Jacques

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Read Answer Asked by Jacques on February 16, 2017

• Miscellaneous (MISC)
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Q: OSUR, OCLR, FIRST US BRANSCH (FUSB) These 3 stocks on my US watch list seem to be very aggressive movement to the upside. OCLR I have been in and out of and done well with. Can you give me an opinion on them? Thanks Dennis

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Read Answer Asked by Dennis on February 15, 2017

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Hello,markets are looking real good,i'am thinking Trump will need some good news shortly to keep it going?It looks like the establishment is circling.
VGG as a dividend ETF has a fairly low dividend, does it only rely on capital appreciation or a special dividend at year end?
Could you recommend a ETF along the same lines that pay 4-5% dividend,or stay with VGG.
Thanks,great work Brad

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Read Answer Asked by Brad on February 15, 2017

• iShares Core U.S. Aggregate Bond ETF (AGG)
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Q: I currently hold significant USD in my RRSP and have no bond exposure in any investments (registered or nonregistered) and am interested in diversifying my portfolio. I also have very low risk tolerance and am happy to sacrifice on what returns I might expect. Thoughts? Thanks.

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Read Answer Asked by Peter on February 15, 2017

• Delta Air Lines Inc. (DAL)
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Q: Hello Peter

What are your vews on Delta airpines compared to Air Canada or stay with with tech in US which I am underweight.
Thank you for great support

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Read Answer Asked by Hamish on February 15, 2017

• Best Buy Co. Inc. (BBY)
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Q: I realize U.S. is not your area of focus but would appreciate any comments you might be able to make on this company including, if possible, expectations for its share price in the coming year. Many thanks.

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Read Answer Asked by Alexandra on February 15, 2017

• Invesco Aerospace & Defense ETF (PPA)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: Could you please review the above ETF's and let me know your thoughts. With what is going on in the USA, I have a feeling that these ETFs will continue to do well. Your rating of most favourable, to least favourite would be much appreciated.

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Read Answer Asked by micheal on February 15, 2017

• iShares Biotechnology ETF (IBB)
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Q: What is your outlook for US biotech sector for the next 2 years? There are concerns about drug price negotiation by the Trump
administration. Do you think this is already priced in? I plan to take a position using IBB.

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Read Answer Asked by Ron on February 15, 2017

• VALE S.A. American Depositary Shares Each Representing one (VALE)
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Q: Hello 5i team,
I bought these 2 stocks roughly 3.5 years back. Vale was bought at $13 and slx was bought at $49. Both are picking up momentum and my question is whether I should get out when they approach my entry price and go with something else. slx is currently at $45 and vale at $12. I am more reluctant to part with slx since it covers the steel space but vale has a huge depth.

Or should I stay in and see how much they can appreciate?

Thanks,
Andrew

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Read Answer Asked by Andrew on February 14, 2017

• Kulicke and Soffa Industries Inc. (KLIC)
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Q: I am thinking of investing in this company. Kulicke and Soffa Industries, Inc. designs, manufactures, and markets capital equipment, related spare parts, and packaging materials used to assemble semiconductor devices. The Company also services, maintains, repairs, and upgrades assembly equipment. What would your view be on this company.

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Read Answer Asked by micheal on February 14, 2017