Investment Q&A

• Spotify Technology S.A. (SPOT $589.23)
  • $589.23 Cap: $126.08B
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

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Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX $172.73)
  • $172.73 P/E (TTM): 35.88X Cap: $232.59B
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

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Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG $289.98)
  • $289.98 P/E (TTM): 28.13X Cap: $3.53T
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• Alphabet Inc. (GOOGL $289.45)
  • $289.45 P/E (TTM): 28.06X Cap: $3.53T
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

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Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG $29.00)
  • $29.00 Cap: $14.44B
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Q: whats your take on Draftkings

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Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD $17.54)
  • $17.54 P/E (TTM): 16.94X Cap: $6.51B
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Q: Would u recommend (,stwd)?

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Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS $210.51)
  • $210.51 P/E (TTM): 20.51X Cap: $236.30B
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

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Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $27.70)
  • $27.70 P/E (TTM): 0.85X Cap: $204M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.63)
  • $43.63 P/E (TTM): 16.81X Cap: $624M
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Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

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Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE $312.40)
  • $312.40 P/E (TTM): 20.81X Cap: $133.16B
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• Intuit Inc. (INTU $637.44)
  • $637.44 P/E (TTM): 47.53X Cap: $181.39B
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• Oracle Corporation (ORCL $210.69)
  • $210.69 P/E (TTM): 51.04X Cap: $598.72B
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• ServiceNow Inc. (NOW $800.46)
  • $800.46 P/E (TTM): 98.79X Cap: $169.82B
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Q: Which of these would you suggest for a good balance of growth vs risk?

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Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D $60.83)
  • $60.83 P/E (TTM): 22.78X Cap: $51.39B
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

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Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE $10.82)
  • $10.82 Cap: $7.59B
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• Cameco Corporation (CCO $115.64)
  • $115.64 P/E (TTM): 96.26X Cap: $50.35B
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• Uranium Energy Corp. (UEC $11.05)
  • $11.05 Cap: $5.38B
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

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Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO $71.21)
  • $71.21 P/E (TTM): 23.66X Cap: $305.88B
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

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Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM $159.59)
  • $159.59 P/E (TTM): 32.95X Cap: $177.90B
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

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Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH $53.59)
  • $53.59 P/E (TTM): 22.57X Cap: $3.50B
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

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Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM $54.72)
  • $54.72 Cap: $31.86B
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

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Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT $478.43)
  • $478.43 P/E (TTM): 35.12X Cap: $3.61T
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• SentinelOne Inc. Class A (S $15.56)
  • $15.56 Cap: $5.37B
  • View S Profile
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• CrowdStrike Holdings Inc. (CRWD $501.31)
  • $501.31 Cap: $130.64B
  • View CRWD Profile
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

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Read Answer Asked by Michael on September 08, 2023

• Lamb Weston Holdings Inc. (LW $55.59)
  • $55.59 P/E (TTM): 27.01X Cap: $7.81B
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Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

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Read Answer Asked by Harvey on September 08, 2023

• AMC Entertainment Holdings Inc. Class A (AMC $2.07)
  • $2.07 Cap: $1.09B
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Q: What is your current view of AMC Entertainment. Will this season's blockbusters lift it back to profitability?
Thank you, Hugh

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Read Answer Asked by Hugh on September 08, 2023

• Darling Ingredients Inc. (DAR $32.13)
  • $32.13 P/E (TTM): 52.31X Cap: $5.49B
  • View DAR Profile
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Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion of Darling Ingredients?

The company has come up in a few articles recently. Thank you!

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Read Answer Asked by Greg on September 08, 2023

• Pfizer Inc. (PFE $24.40)
  • $24.40 P/E (TTM): 13.54X Cap: $141.46B
  • View PFE Profile
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Q: Pfe is in a downward trend from 1 yr H $50.37 to current price $34.28.Add,Hold or Sell. Please comment. Txs for U usual great services & views

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Read Answer Asked by Peter on September 08, 2023

• Lantheus Holdings Inc. (LNTH $53.59)
  • $53.59 P/E (TTM): 22.57X Cap: $3.50B
  • View LNTH Profile
  • View Questions on LNTH

Q: I am considering a position in this company but have concerns of negative momentum. Would you suggest waiting for upward momentum or how are you viewing LNTH currently?

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Read Answer Asked by Harry on September 08, 2023