Investment Q&A

• Lumentum Holdings Inc. (LITE $255.59)
  • $255.59 P/E (TTM): 164.98X Cap: $16.53B
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Q: Would you kindly give your opinion on whether I should continue to hold both LITE and VIAV, and their future prospects? Are these a long term (3-7 yr.) hold?

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Read Answer Asked by Joseph on June 12, 2017

• Align Technology Inc. (ALGN $142.56)
  • $142.56 P/E (TTM): 25.86X Cap: $9.52B
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Q: Hello 5i,
Can you please provide your opinion of ALIGN TECHNOLOGY, (ALGN). Is it a good choice in this sector? and or can you please suggest another company in this sector.
I'm a medium risk investor. Thank you for your great service!

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Read Answer Asked by Valter on June 12, 2017

• The Walt Disney Company (DIS $104.28)
  • $104.28 P/E (TTM): 15.28X Cap: $183.34B
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• Invesco NASDAQ 100 Index ETF (QQC $40.60)
  • $40.60 P/E (TTM): 34.43X Cap: $1.27B
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Q: I have held DIS for about 3 years and have a gain of 30% but it has not done much lately and seems to be range bound and having problems in its ESPN division. I'm thinking of switching to QQC to get some exposure to US Tech and hopefully more growth. What is your opinion of this move?

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Read Answer Asked by David on June 12, 2017

• Miscellaneous (MISC)
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Q: With regards to the downturn in Technology stocks - Goldman Sachs issued a note today saying that FANG's are mispriced (and should be lower in conclusion).

I think that would affect the market more than the short seller tweet.

https://heisenbergreport.com/2017/06/09/heresy-goldman-says-fang-mispriced-warns-of-factormageddon/

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Read Answer Asked by Mayur on June 09, 2017

• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 31.45X Cap: $2.32T
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• NVIDIA Corporation (NVDA $178.91)
  • $178.91 P/E (TTM): 53.14X Cap: $4.38T
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Q: Boy, tech is being devastated today NVDA FB/ AVGO/ LRCX etc etc

What is causing this nuclear devastation amongst these high flyers all today and all together?

Thanks for your insight

Sheldon

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Read Answer Asked by Sheldon on June 09, 2017

• NVIDIA Corporation (NVDA $178.91)
  • $178.91 P/E (TTM): 53.14X Cap: $4.38T
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Q: Seems tech sector was attacked harder following Citron‘shorting on NVDA.
I have no idea why Citron has so powerful impact on the market.

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Read Answer Asked by Jim on June 09, 2017

• NewAge Inc. (NBEV)
  • P/E (TTM): -0.4X Cap: $13M
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Q: Hi 5i team,

May I have your thoughts on Nbev. New age beverages corp.

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Read Answer Asked by Michael on June 09, 2017

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
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• Lockheed Martin Corporation (LMT $460.78)
  • $460.78 P/E (TTM): 26.16X Cap: $109.32B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Hi 5i - with the Feds announcing 64 Billion in defense spending, which companies do you think could see a material benefit, and on what kind of timeline?

Thx for your hard work.

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Read Answer Asked by Rick on June 09, 2017

• Nuveen Preferred & Income Opportunities Fund (JPC $7.92)
  • $7.92 P/E (TTM): 6.49X Cap: $2.58B
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• Duff & Phelps Utility and Infrastructure Fund Inc. (DPG $12.96)
  • $12.96 Cap: $501M
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Q: I am curious your opinion on DPG and JPC to generate income from USD. Thanks.

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Read Answer Asked by Peter on June 09, 2017

• Ichor Holdings (ICHR $14.84)
  • $14.84 Cap: $489M
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Q: Hi Peter and Team,

Please comment on this US stock. What is forward PE and its growth potential in the hot industry?

Thanks,
Jim

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Read Answer Asked by Jim on June 08, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: I am a new member. Does your service cover only Canadian equities?
I am up 20% in OCLR. Should I sell or hold?

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Read Answer Asked by Doug on June 08, 2017

• iShares S&P Global Clean Energy Index Fund (ICLN $16.07)
  • $16.07 P/E (TTM): 40.15X Cap: $1.91B
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Q: Hey guys,
I am wondering what you think about the clean energy sector? Is it a good time to be investing here? I work in the oil industry so I wonder would this be a smart way to hedge against my job for the future. I've been thinking of playing this sector with ICLN, the iShares Global Clean Energy ETF.

What do you think?
thanks

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Read Answer Asked by Sheldon on June 08, 2017

• Autodesk Inc. (ADSK $290.80)
  • $290.80 P/E (TTM): 60.29X Cap: $61.11B
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• NVIDIA Corporation (NVDA $178.91)
  • $178.91 P/E (TTM): 53.14X Cap: $4.38T
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Q: I've just read a Transparency Market Report on these three equities.( I already own NVDA and plan to hold.) Would you please give me your views on the other two? Might they have the same potential as NVDA? Thank you for already making me richer--just hoping for more.....

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Read Answer Asked by Elaine or Gerry on June 08, 2017

• Invesco Aerospace & Defense ETF (PPA $146.28)
  • $146.28 P/E (TTM): 13.19X Cap: $6.36B
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• iShares U.S. Aerospace & Defense ETF (ITA $198.23)
  • $198.23 P/E (TTM): 20.79X Cap: $11.62B
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Q: Hello,

Can you suggest an etf or stock suggestion to capture the global increase in defence and security spending. Also Trump is pushing hard on G7 countries to increase defence budgets. A lot of money could be flowing towards that sector. Also are these increases already priced in? Thanks. Shyam

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Read Answer Asked by Shyam on June 08, 2017

• Apple Inc. (AAPL $271.49)
  • $271.49 P/E (TTM): 35.9X Cap: $3.93T
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• NVIDIA Corporation (NVDA $178.91)
  • $178.91 P/E (TTM): 53.14X Cap: $4.38T
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Q: In light of your recent comments about AAPL, would you sell NVDA to buy AAPL at this point? (Thanks to you, I've done very well with NVDA to this point!!)

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Read Answer Asked by Jim on June 08, 2017

• Lumentum Holdings Inc. (LITE $255.59)
  • $255.59 P/E (TTM): 164.98X Cap: $16.53B
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Q: Can you please comment on LITE. I realize it is US company. Stock has been strong the past while and I don't see direct explanation for it. As well, it seems to move in tandem with VIAVI. Any insight would be appreciated. thank you

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Read Answer Asked on June 07, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
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Q: Hi Team

Can you shed some light on the 10% plus jump in Oclaro this last 5 days?
I am looking forward to seeing Peter on BNN at 1pm today (Tuesday 6th)

Cheers for now

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Read Answer Asked by El-ann on June 06, 2017

• Apple Inc. (AAPL $271.49)
  • $271.49 P/E (TTM): 35.9X Cap: $3.93T
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• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 33.16X Cap: $170.92B
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• Salesforce Inc. (CRM $227.11)
  • $227.11 P/E (TTM): 33.12X Cap: $214.55B
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• Oracle Corporation (ORCL $198.76)
  • $198.76 P/E (TTM): 52.21X Cap: $598.72B
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Q: At today's prices, which of the above companies would you add to and in what order; and which one additional US stock would you buy today.
Thanks,
Terry

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Read Answer Asked by Terry on June 06, 2017

• iShares Russell 2000 Growth ETF (IWO $308.71)
  • $308.71 P/E (TTM): 22.39X Cap: $12.11B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.25)
  • $103.25 Cap: $2.23B
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• Vanguard U.S. Total Market Index ETF (VUN $123.93)
  • $123.93 P/E (TTM): 26.28X Cap: $13.80B
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Q: I own VUN and VGG, plus several other US companies which make up my US portfolio. I'm looking for more growth - would you recommend IWO? Would you drop either of the Vanguard ETFs?
Thanks

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Read Answer Asked by Ryan on June 06, 2017

• HSBC Holdings plc. (HSBC $68.96)
  • $68.96 P/E (TTM): 11.11X Cap: $236.17B
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Q: What do you think about a long position in HSBC Holding ABR? Since the bank pays pretty high dividend, would you consider it a good long term income position?

Thanks!

Irek

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Read Answer Asked by Irek on June 06, 2017