Investment Q&A

• Roper Technologies Inc. (ROP $349.92)
  • $349.92 P/E (TTM): 23.12X Cap: $36.42B
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Q: Roper Technologies ROP, is like an American CSU except about seven times bigger. It's earnings report today was great. Looks like every measure was up. Yet the share price is pretty flat as of this writing. Is it a "sell on news" phenomenon? Is there something negative in the earnings that's not so obvious? Wondering what some of the thinking is behind a flat or negative response to a great earnings report. Of course the day isn't over yet. Thank you for your valued insights and opinions.

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Read Answer Asked by Jerry on April 20, 2018

• Bank of Nova Scotia (The) (BNS $99.37)
  • $99.37 P/E (TTM): 25.56X Cap: $127.43B
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• BCE Inc. (BCE $35.92)
  • $35.92 P/E (TTM): 5.36X Cap: $33.42B
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• Enbridge Inc. (ENB $73.34)
  • $73.34 P/E (TTM): 27.44X Cap: $160.85B
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• Sun Life Financial Inc. (SLF $87.09)
  • $87.09 P/E (TTM): 22.12X Cap: $49.38B
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• Constellation Software Inc. (CSU $2,521.47)
  • $2,521.47 P/E (TTM): 56.43X Cap: $54.39B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.08)
  • $42.08 Cap: $28.45B
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• Methanex Corporation (MX $68.51)
  • $68.51 P/E (TTM): 16.67X Cap: $5.55B
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• CAE Inc. (CAE $39.73)
  • $39.73 P/E (TTM): 33.95X Cap: $13.16B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $72.46)
  • $72.46 P/E (TTM): 28.74X Cap: $38.31B
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• Celestica Inc. (CLS $346.01)
  • $346.01 P/E (TTM): 49.65X Cap: $41.98B
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• Agnico Eagle Mines Limited (AEM $313.80)
  • $313.80 P/E (TTM): 27.38X Cap: $172.74B
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• Magna International Inc. (MG $83.65)
  • $83.65 P/E (TTM): 17.63X Cap: $24.36B
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• Open Text Corporation (OTEX $33.04)
  • $33.04 P/E (TTM): 14.09X Cap: $8.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.00)
  • $156.00 P/E (TTM): 127.25X Cap: $212.98B
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Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

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Read Answer Asked by Willie on April 20, 2018

• Atlassian Corporation (TEAM $72.45)
  • $72.45 Cap: $19.46B
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Q: Hello team,

Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...

Have a wonderful weekend!

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Read Answer Asked by Saeed on April 20, 2018

• Xylem Inc. New (XYL $125.09)
  • $125.09 P/E (TTM): 32.8X Cap: $31.36B
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Q: Could you please give a review of this company in terms of free cash flow, debt, dividend pay out and any other metrics that may help in my decision to buy this stock. Thanks.

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Read Answer Asked by Paul on April 20, 2018

• Ichor Holdings (ICHR $44.67)
  • $44.67 Cap: $1.68B
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Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.

Thanks,
Milan

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Read Answer Asked by Milan on April 19, 2018

• Philip Morris International Inc (PM $179.51)
  • $179.51 P/E (TTM): 25.79X Cap: $286.14B
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Q: PM (New York) Down 17% today. A long term hold for me for a high divvy that grows. Should I add? Thanks Ron

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Read Answer Asked by Ronald on April 19, 2018

• United Rentals Inc. (URI $800.00)
  • $800.00 P/E (TTM): 22.86X Cap: $51.69B
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Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.

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Read Answer Asked by Brian on April 19, 2018

• Devon Energy Corporation (DVN $44.67)
  • $44.67 P/E (TTM): 10.47X Cap: $27.86B
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Q: Just your thoughts on DVN (US)

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Read Answer Asked by George on April 19, 2018

• Intuitive Surgical Inc. (ISRG $489.82)
  • $489.82 P/E (TTM): 62.53X Cap: $176.23B
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Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

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Read Answer Asked by Kuldar on April 19, 2018

• Align Technology Inc. (ALGN $180.06)
  • $180.06 P/E (TTM): 35.06X Cap: $13.47B
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Q: Do you know what is up with Align today, the stock is down over 9%? Is it time to sell?

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Read Answer Asked by Nancy on April 19, 2018

• The Kraft Heinz Company (KHC $24.04)
  • $24.04 Cap: $29.01B
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• Mondelez International Inc. (MDLZ $59.20)
  • $59.20 P/E (TTM): 31.95X Cap: $77.47B
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Q: I would appreciate an opinion on two-three year outlook for these two companies.

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Read Answer Asked by William on April 19, 2018

• Johnson & Johnson (JNJ $246.44)
  • $246.44 P/E (TTM): 22.29X Cap: $599B
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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

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Read Answer Asked by sam on April 19, 2018

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $226.85)
  • $226.85 Cap: $10.40B
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Q: An American stock, but if you have views, may we hear them?

Thank you!

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Read Answer Asked by Kim on April 19, 2018

• BioMarin Pharmaceutical Inc. (BMRN $58.85)
  • $58.85 P/E (TTM): 23.57X Cap: $11.80B
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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,

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Read Answer Asked by Harry on April 19, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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• Take-Two Interactive Software Inc. (TTWO $211.50)
  • $211.50 Cap: $39.60B
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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

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Read Answer Asked by Bill on April 19, 2018

• Lumentum Holdings Inc. (LITE $703.02)
  • $703.02 P/E (TTM): 413.94X Cap: $55.92B
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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.

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Read Answer Asked by Pui on April 19, 2018

• Goldman Sachs Group Inc. (The) (GS $826.61)
  • $826.61 P/E (TTM): 18.13X Cap: $255.71B
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Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

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Read Answer Asked by Francois on April 18, 2018

• Nutanix Inc. (NTNX $39.02)
  • $39.02 P/E (TTM): 49.18X Cap: $10.89B
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Q: Could you give an updated assessment of this company please? Thank you.

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Read Answer Asked by Matthew on April 18, 2018

• PepsiCo Inc. (PEP $165.61)
  • $165.61 P/E (TTM): 28.05X Cap: $228.61B
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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

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Read Answer Asked by Brian on April 18, 2018

• FedEx Corporation (FDX $377.11)
  • $377.11 P/E (TTM): 21.23X Cap: $91.05B
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• United Parcel Service Inc. (UPS $111.52)
  • $111.52 P/E (TTM): 17.53X Cap: $97.15B
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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

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Read Answer Asked by Bill on April 18, 2018