Investment Q&A

• Covia Holdings Corporation (CVIA)
  • Cap: $60M
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Q: Can you provide some comments on FMSA in general and the impact of it's recent merge case ?

Thanks,
Adam

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Read Answer Asked by Adam on December 28, 2017

• MetLife Inc. (MET $81.18)
  • $81.18 P/E (TTM): 15.49X Cap: $53.48B
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• Prudential Financial Inc. (PRU $117.67)
  • $117.67 P/E (TTM): 16.05X Cap: $45.85B
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Q: Could you please recommend 2-3 US insurance companies that you would buy today for long term hold.

Thanks,
Milan

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Read Answer Asked by Milan on December 28, 2017

• State Street SPDR S&P Regional Banking ETF (KRE $67.23)
  • $67.23 P/E (TTM): 12.86X Cap: $4.05B
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Q: Could you please suggest 2-3 US regional banks that you would buy today.
Thanks,
Milan

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Read Answer Asked by Milan on December 28, 2017

• The Boeing Company (BA $229.84)
  • $229.84 Cap: $174.70B
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• Lockheed Martin Corporation (LMT $522.04)
  • $522.04 P/E (TTM): 28.48X Cap: $120.79B
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• AeroVironment Inc. (AVAV $317.03)
  • $317.03 Cap: $15.82B
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Q: Do you have a recommendation for a company to invest in with respect to drone technology?

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Read Answer Asked by Dennis on December 27, 2017

• Veeva Systems Inc. Class A (VEEV $237.87)
  • $237.87 P/E (TTM): 43.14X Cap: $39.10B
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Q: Can I please get your opinion of Veeva Systems. Thanks !

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Read Answer Asked by David on December 27, 2017

• PayPal Holdings Inc. (PYPL $59.81)
  • $59.81 P/E (TTM): 11.93X Cap: $55.96B
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Q: Any concern about a class action against PYPL?

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Read Answer Asked by Elaine or Gerry on December 27, 2017

• The Walt Disney Company (DIS $114.57)
  • $114.57 P/E (TTM): 16.65X Cap: $204.54B
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Q: Is now a good time to buy Disney? Is there growth potential?

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Read Answer Asked by David on December 27, 2017

• Apple Inc. (AAPL $262.36)
  • $262.36 P/E (TTM): 35.83X Cap: $3.87T
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Q: Morning 5iResearch Team,
How would the law suits launched against AAPL in connection with older iPhones being rigged to slow their operations, affect your assessment of AAPL? Is it a buy, hold or sell now?
Cheers,

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Read Answer Asked by Harry on December 27, 2017

• Finisar Corporation (FNSR $23.77)
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Q: Good Morning, I bought Finisar based on Apple's financial commitment. Is this a good investment based on the companies own merits and outlook, or did I make a hasty mistake? Would you consider this a buy, sell or hold? Thanks so much! Linda

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Read Answer Asked by Linda on December 27, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $39.54)
  • $39.54 P/E (TTM): 12.14X Cap: $397M
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• BMO Equal Weight US Banks Index ETF (ZBK $44.77)
  • $44.77 P/E (TTM): 12.14X Cap: $680M
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Q: On July 12-th you answered Austin's question on ZUB/ZBK. The difference in returns between the two funds can be significant depending on the timeframe compared. Would ZUB still be your pick today? What information would you use to switch between the two? Would you be adding at this point to the US banks exposure for long therm investment (10 years)?

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Read Answer Asked by JR on December 27, 2017

• JPMorgan Chase & Co. (JPM $334.61)
  • $334.61 P/E (TTM): 16.54X Cap: $910.89B
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Q: Good Morning,
I currently own equal amounts of BMO, NA, & RY. I am considering selling one of the three and replacing it with JPM. Do you think this strategy makes sense, and if so, which one of the Canadian Banks would you let go.
Thank you for this great service and all the best to you and your families for the holidays!

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Read Answer Asked by Kevin on December 27, 2017

• International Business Machines Corporation (IBM $302.47)
  • $302.47 P/E (TTM): 35.2X Cap: $282.72B
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Q: Peter; Do you know which software company handles the Federal Government’s Phoenix payroll system? Thanks . Plus a big thank you for your invaluable advice for the past five years. In particular my RRIF which has increased substantially since I joined.
A safe and happy Christmas to all the 5i Reaserach team.
Rod

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Read Answer Asked by Rodney on December 26, 2017

• Container Store (The) (TCS)
  • Cap: $6M
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Q: TCS (picked up after reading your blog), AIMT. Please provide your overview, sorry these are US stocks. Seasons Greetings.Thank you

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Read Answer Asked by Kamal on December 22, 2017

• Xylem Inc. New (XYL $141.33)
  • $141.33 P/E (TTM): 35.82X Cap: $34.40B
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• Golar LNG Limited (GLNG $37.60)
  • $37.60 Cap: $3.97B
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• Ormat Technologies Inc. (ORA $116.50)
  • $116.50 P/E (TTM): 52.62X Cap: $6.71B
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Q: Hi,

Please give me your three to five year outlook for ORA,GLNG and XYL.

Thanks

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Read Answer Asked by vipin on December 22, 2017

• Arrow Electronics Inc. (ARW $113.50)
  • $113.50 P/E (TTM): 12.47X Cap: $5.67B
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Q: Could I please have your opinion on this US company?
Thank you
Garry

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Read Answer Asked by garry on December 22, 2017

• State Street SPDR S&P Regional Banking ETF (KRE $67.23)
  • $67.23 P/E (TTM): 12.86X Cap: $4.05B
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Q: Do you have a favourite US small bank etf ?
Would it be best to buy it hedged or unhedged?
Thank you.
Philip

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Read Answer Asked by Philip on December 22, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: What is short thesis on Oclaro and what is your opinion?
Thank you.

Milan

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Read Answer Asked by Milan on December 22, 2017

• Wynn Resorts Limited (WYNN $120.53)
  • $120.53 P/E (TTM): 25.96X Cap: $12.53B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Gamehost Inc. (GH $12.30)
  • $12.30 P/E (TTM): 12.29X Cap: $254M
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Q: World economies look good. People have money to gamble with. What gambling companies look the best in Canada . Chinese are biggest gamblers in the world with Aussies number 2. What companies benefit with this growth in China. I assume USA companies benefit the most. Also what do you think about Pollard PBL ?They print lottery tickets and currencies. All governments like people to Gamble for their share of tax revenue. Super MAX is $ 60,000,000 this Friday RAK

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Read Answer Asked by bob on December 22, 2017

• PPL Corporation (PPL $34.89)
  • $34.89 P/E (TTM): 23.5X Cap: $25.80B
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Q: I'm confused as to why PPL Corp has been nosediving recently ? Fundamentals such as P/E, P/B, , Roe @ 14.6%, a nice dividend, all seem pretty positive to me ? Debt could be a touch high, but growth seems positive, I'm not sure whats occuring ?
Thanks Ed

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Read Answer Asked by Ed on December 22, 2017

• Align Technology Inc. (ALGN $167.66)
  • $167.66 P/E (TTM): 30.97X Cap: $12.02B
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Q: There is a news report out today about Align and it has fallen $13 so far
today. Is this fall justified?

Thank you .

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Read Answer Asked by claudette on December 21, 2017