Investment Q&A

• Garmin Ltd. (Switzerland) (GRMN)
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• Intuitive Surgical Inc. (ISRG)
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• Veeva Systems Inc. Class A (VEEV)
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• Fortinet Inc. (FTNT)
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• Cognex Corporation (CGNX)
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• Arista Networks Inc. (ANET)
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• Incyte Corporation (INCY)
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Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

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Read Answer Asked by Marco on March 24, 2020

• Intuitive Surgical Inc. (ISRG)
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• Cognex Corporation (CGNX)
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Q: I wonder why ISRG just keep falling in recent two days ? Is CGNX at a good entry point now ? Why it has not done much for past 2 years while other AI STOCK recover ?

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Read Answer Asked by Lai Kuen on January 10, 2020

• Applied Materials Inc. (AMAT)
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• Micron Technology Inc. (MU)
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• Cognex Corporation (CGNX)
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Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

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Read Answer Asked by Sandy on May 27, 2019

• Cognex Corporation (CGNX)
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Q: How bad were its earning report?

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Read Answer Asked by Wayne on April 30, 2019

• Cognex Corporation (CGNX)
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Q: Your thoughts on cgnx currently, though I'm still -15%, I've been worse.

Thanks Mark

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Read Answer Asked by Mark on February 25, 2019

• Cognex Corporation (CGNX)
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Q: could you comment on the result of CGNX is it a good buy at this level

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Read Answer Asked by paul on October 30, 2018

• Cognex Corporation (CGNX)
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Q: Your current thoughts on cgnx.

Thanks

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Read Answer Asked by Mark on October 10, 2018

• Meta Platforms Inc. (META)
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• Cognex Corporation (CGNX)
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• ROBO Global Robotics and Automation Index ETF (ROBO)
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Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)

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Read Answer Asked by Anna on October 04, 2018

• Biogen Inc. (BIIB)
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• FLIR Systems Inc. (FLIR)
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• Cognex Corporation (CGNX)
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• Arista Networks Inc. (ANET)
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• Nektar Therapeutics (NKTR)
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• Rapid7 Inc. (RPD)
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Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!

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Read Answer Asked by Wayne on August 17, 2018

• Cognex Corporation (CGNX)
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Q: Please comment on Cognex earning release. The price is surging.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 31, 2018

• NVIDIA Corporation (NVDA)
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• Box Inc. Class A (BOX)
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• Cognex Corporation (CGNX)
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Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

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Read Answer Asked by Chris on July 30, 2018

• Cognex Corporation (CGNX)
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Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

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Read Answer Asked by Andrew on June 26, 2018

• Box Inc. Class A (BOX)
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• Cognex Corporation (CGNX)
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• Rapid7 Inc. (RPD)
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018

• Box Inc. Class A (BOX)
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• Cognex Corporation (CGNX)
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• iQIYI Inc. (IQ)
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Q: Hi 5i
It seems that CGNX will take some time to recover (down 20%) and am wanting growth. Is it worth holding for 2 or 3 Q? Could you give me your opinion on replacing it with IQ or Box, or another suggestion. I have a small position in IQ which looks promising. Thanks for your help.
Gary

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Read Answer Asked by Gary on June 18, 2018

• Cognex Corporation (CGNX)
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Q: Bought CGNX on the high. What is the best way to deal with a stock that reverses like this? Are the fundmentals good? What caused CGNX to fall out of grace? When does one pack it up and say I should move on? Thanks for all your support as always,
Mark

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Read Answer Asked by Mark on May 11, 2018

• Cognex Corporation (CGNX)
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Q: Hi 5 I team
I'd like your opinion on Cognex. I'm presently down 18%. Should I stay or move on and if so, what would be your recommendation.
Thanks Maurice

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Read Answer Asked by Maurice on May 09, 2018

• Cognex Corporation (CGNX)
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Q: CGNX has lost 30% in value in my cash account. Do you think I should sell it or should I hold it? Why? Thank you.

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Read Answer Asked by Esther on May 02, 2018

• Cognex Corporation (CGNX)
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Q: Comments on earnings please. SP has fallen after hours. Do you see any catalyst moving forward or more of a stagnation due to slowing growth,
Thank you

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Read Answer Asked by Marty on May 01, 2018

• Comcast Corporation Class A Common Stock (CMCSA)
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• QUALCOMM Incorporated (QCOM)
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• American Tower Corporation (REIT) (AMT)
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• Corning Incorporated (GLW)
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• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
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• ServiceNow Inc. (NOW)
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• Cognex Corporation (CGNX)
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• DowDuPont Inc. (DWDP)
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Q: Could I please have your opinion on the following stocks: American Tower Corp (AMT), Cognex Corp (CGNX), Comcast Corp (CMCSA), Corning Inc (GLW), Qualcomm (QCOM), ServiceNow (NOW), Dowdupont (DWDP)? Regarding Fairfax India Holdings (FFXDF), is this a five year hold, or is it money down the drain? Your recent answer to someone asking about Cognex (CGNX) was that it was out of favour. Can I have more details? Do you think this is the time to be buying gold due to the US's huge debt, and the increasing trade tension between the US and China? Thank you for your input.

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Read Answer Asked by Margie on April 23, 2018

• Micron Technology Inc. (MU)
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• Raytheon Technologies (UTX)
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• Atlassian Corporation (TEAM)
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• Lumentum Holdings Inc. (LITE)
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• Cognex Corporation (CGNX)
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• Just Eat Takeaway.com N.V. (GRUB)
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• Spotify Technology S.A. (SPOT)
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Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew

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Read Answer Asked by Andrzej on April 11, 2018