Investment Q&A

• Mohawk Industries Inc. (MHK $114.59)
  • $114.59 P/E (TTM): 17.22X Cap: $7.14B
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• Calavo Growers Inc. (CVGW $20.65)
  • $20.65 P/E (TTM): 27.21X Cap: $365M
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• Lamb Weston Holdings Inc. (LW $59.05)
  • $59.05 P/E (TTM): 28.39X Cap: $8.22B
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Q: Please give me 3 to 5 yrs. outlook for LW, SITE, MTD, CVGW, MHK.

Thanks

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Read Answer Asked by vipin on December 08, 2017

• Argan Inc. (AGX $357.48)
  • $357.48 P/E (TTM): 43.72X Cap: $4.93B
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Q: Argan took a hit today, they reported better than estimate results. What has changed, Do you think the drop is over reaction, I bought it at a much higher price and I would appreciate your opinion on should I sell take a loss or average down at the present price,

Thank you

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Read Answer Asked by Saad on December 08, 2017

• Celgene Corporation (CELG $108.24)
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Q: Can you please provide your analysis of Celgene. I have not yet invested in a biopharmaceutical company and need some help with investment decision. Do you like this area? What is the future growth opportunity, and projected valuation over next 2-3 years? Thank you!

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Read Answer Asked by Linda on December 08, 2017

• FARO Technologies Inc. (FARO)
  • Cap: $845M
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Q: Good afternoon,
After reading your answer to Rory's question on Dec 4th, I was trying to look up FARO in the company section of your website. Unfortunately it doesn't seem to come up.

Thanks,

Élaine

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Read Answer Asked by Elaine on December 08, 2017

• Hexcel Corporation (HXL $75.31)
  • $75.31 P/E (TTM): 89.68X Cap: $6.02B
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Q: Hello,
What are your thoughts on Hexel corp which is a US company developing advanced materials including carbon fibre? I think carbon fibre has a lot of market and there was WSJ article on that. Thanks. Shyam
Hexel Corp (HXL)

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Read Answer Asked by Shyam on December 07, 2017

• Keysight Technologies Inc. (KEYS $201.40)
  • $201.40 P/E (TTM): 62.71X Cap: $34.61B
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Q: Can I please have your thoughts and analysis on Keysight's recently announced earnings? Thank You.

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Read Answer Asked by Brian on December 07, 2017

• abrdn Life Sciences Investors Shares of Beneficial Interest (HQL $16.91)
  • $16.91 Cap: $444M
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Q: TEKLA LIFE SCIENCE - Hello Peter, I am underweight in HeALTHCARE and thinking of HQL. Has good distribution. Would you endorse it or suggest an alternative. thanks

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Read Answer Asked by RUPINDER on December 07, 2017

• Roper Technologies Inc. (ROP $444.15)
  • $444.15 P/E (TTM): 30.73X Cap: $47.80B
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Hi Peter & 5i Group,
Was considering investing in these two names, your views please. Or would BRK.B look better than ROP?
Thank you.
Sincerely,
Ken.

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Read Answer Asked by kenneth on December 07, 2017

• Miscellaneous (MISC)
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Q: Hi !
It seems that the teams of the National Hockey League are money making machines.
Are they any ways for small investors to participate and to hold shares of teams such as Montreal Canadians ? Any possibilities in sports other than hockey ?

Thousand thanks for your good attention and advice,
Jacques

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Read Answer Asked by Jacques on December 07, 2017

• Seritage Growth Properties Class A (SRG $3.54)
  • $3.54 Cap: $210M
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Q: Could I please have your opinion on Seritage Growth Properties listed on the NYSE.

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Read Answer Asked by James on December 07, 2017

• AeroVironment Inc. (AVAV $264.95)
  • $264.95 Cap: $12.87B
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• GoPro Inc. (GPRO $1.70)
  • $1.70 Cap: $260M
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Q: Good Morning ,
Are there any existing
pure plays in the
production of public
use air drones .
Which cos with decent
balance sheets and cash flow would you
recommend ?
Thank you

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Read Answer Asked by Barry on December 07, 2017

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: Hi,
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!

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Read Answer Asked by Yvonne on December 07, 2017

• GLOBAL X FDS (BOTZ $35.15)
  • $35.15 P/E (TTM): 60.55X Cap: $3B
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Q: Good day and continued thanks for your knowledge and advice.
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?

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Read Answer Asked by Paul on December 06, 2017

• Charles River Laboratories International Inc. (CRL $174.76)
  • $174.76 Cap: $8.80B
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Q: Hello,

Any thoughts about Charles River Labs? Why did the stock drop in the last month?

Thanks!

Derek

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Read Answer Asked by Derek on December 06, 2017

• Cognex Corporation (CGNX $38.19)
  • $38.19 P/E (TTM): 58.62X Cap: $6.36B
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Q: Hello 5i!
Can you explain the Cognex stock split to me?
Specifically: "Cognex Corp - ‍board approved a two-for-one split of company’s common stock, payable in form of a stock dividend"
I understand the usual two for one but what about the "payable in the form of a dividend"?
Thank you
Dave​

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Read Answer Asked by Dave on December 05, 2017

• Amazon.com Inc. (AMZN $234.42)
  • $234.42 P/E (TTM): 32.94X Cap: $2.50T
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• Meta Platforms Inc. (META $647.10)
  • $647.10 P/E (TTM): 28.7X Cap: $1.63T
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• Alphabet Inc. (GOOG $316.02)
  • $316.02 P/E (TTM): 31.6X Cap: $3.79T
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• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: Hi 5i team, what's ur thoughts on AI/AR/VR stocks. would you recommend any ?is there any canadian companies in this category to consider for my TFSA.

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Read Answer Asked by Peter on December 05, 2017

• Miscellaneous (MISC)
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Q: Hello Peter/5I
Why are the Tech sector declining with the new US tax cut ?
Thanks
Claudio

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Read Answer Asked by claudio on December 04, 2017

• Vanguard Total Stock Market ETF (VTI $335.06)
  • $335.06 P/E (TTM): 26.79X Cap: $545.29B
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Q: Hi 5i,

I am introducing my kid to investing and he will start with $500. I am suggesting an index fund tracking the US market or the Global market. Can you suggest a mutual fund with low MER please?

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Read Answer Asked by Lizette on December 04, 2017

• Align Technology Inc. (ALGN $150.93)
  • $150.93 P/E (TTM): 28.38X Cap: $10.82B
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Q: what's up with algn today?

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Read Answer Asked by CAMERON on December 04, 2017

• FirstService Corporation (FSV $215.87)
  • $215.87 P/E (TTM): 51.91X Cap: $9.86B
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• NFI Group Inc. (NFI $13.62)
  • $13.62 Cap: $1.61B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Will these Canadian companies greatly benefit from the US tax cuts and would your recommend any or all of them as buys at this time Are the other Canadian companies you would prefer. Thanks for your terrific service.

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Read Answer Asked by Ian on December 04, 2017