Investment Q&A

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

Q: What are your top 5 stocks with most return potential in the next 12 months, either U.S. or Canadian? Thanks!

Q: i own both.
bus earnings seemed ok, your observation.
mu, i know its cheap cheap, no debt but i think it was downgraded to a sell today with a 35 target, what am i missing dave

Q: MU taking a hit today on UBS sell rating and a $35 target price. Could I have your evaluation of this. Should I sell and if so what would you replace it with. Thanks

Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm

Q: Good Morning. I have US $ that I would like to invest. Would you please provide me with your top 5, any sector, growth but not too risky companies?
Thank you.
Cathy

Q: Your analysis of Micron's results would be appreciated. Thanks.

Q: Hi 5I team, we will appreciate a list of at least 10 growth stocks that beat earning estimate most of the time in the past 8 quarters. Thanks.

Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio

Q: With a PE under 10, and a sector with legs, doesn’t MU look like a screaming buy? Morningstar is bearish based on the cyclicality of the sector and prior management missteps. Plus insider action is bearish.
Appreciate your take. Thanks Frank

Q: Can you suggest some undervalued USA stocks one might want to look at picking up this week for short term profits?
Thanks!

Q: I have a well diversified CND and US portfolio. I have some US cash to deploy and currently own BAC, BIIB, GOOGL, AAPL, DWDP, FLIR, MS, SWKS and PYPL. I have a high risk tolerance and am looking for growth vs income. What would you top 3 US names be in order and what is your rational for the 3 picks. Thank you - Your advice has helped me become a better investor, GREAT service.
Scott

Q: On the US side, what are your 5 favorite companies for the long term?

Q: This may fall into the category of a question that can't be specifically answered, but can you tell me why Micron Technologies P/E is so low at 7.5? Currently Apple trades at 18, NVDA is at 48 and Google is at 59. MU has good income growth and profitability but seems to trade at a much lower multiple than its peers.

Q: Hi Peter
I know the US stocks are not covered . But can you give me an idea if Micron is worth buying now . So many companies have overshot their evaluations .is it buyable to hold for 5 years .

Q: Can you please provide 3 companies in both the Canadian and US Market whose valuation and "bounce back" opportunity look compelling to you right now.
Thank you

Q: MU is down $1.24 to $42.75 as of Fri. Jan.19, 2018. It seems cheap at 6.5 times forward earnings & with a PEG of .34. I would like your opinion on buying a half position in this company. About an hour ago I asked another question re ORBK- Orbitech Ltd.& would appreciate comments on whether you would recommend either, both or neither of these companies as a half position?
Thanks, as always, for your great advice.

Q: Hi team,
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?

I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).

Thanks again,
dave

Q: What do you think of Micron Technology today after the results and the healthy bump in price? If you are positive on the company at current valuations would you buy in today or wait for the price to settle down? Would you prefer Micron or Nvidia at current levels on a risk/reward basis?

Q: You have mentioned ICHR a couple of times as your favorite small cap in the US. Can you give me a few reasons why you like it. Is it a good long term hold. What are some of the risks. I see the valuation to be pretty cheap but I see Micron is very cheap as well based on their earnings. What do you think?