Investment Q&A

• Atlassian Corporation (TEAM $172.04)
  • $172.04 Cap: $45.13B
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• Axcelis Technologies Inc. (ACLS $89.81)
  • $89.81 P/E (TTM): 15.67X Cap: $2.68B
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• TopBuild Corp. (BLD $414.32)
  • $414.32 P/E (TTM): 20.59X Cap: $11.65B
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Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,

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Read Answer Asked by Doris on May 09, 2023

• Kenvue Inc. (KVUE $18.13)
  • $18.13 P/E (TTM): 33.91X Cap: $35.02B
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Q: What does your crystal ball say about this spin off company?

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Read Answer Asked by Christopher on May 09, 2023

• Booking Holdings Inc. (BKNG $5,475.01)
  • $5,475.01 P/E (TTM): 38.05X Cap: $177.44B
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• Lowe's Companies Inc. (LOW $270.52)
  • $270.52 P/E (TTM): 22.48X Cap: $151.71B
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• Philip Morris International Inc (PM $162.96)
  • $162.96 P/E (TTM): 30.67X Cap: $253.66B
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• Crocs Inc. (CROX $78.99)
  • $78.99 P/E (TTM): 20.76X Cap: $4.23B
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• Extra Space Storage Inc (EXR $143.42)
  • $143.42 P/E (TTM): 31.99X Cap: $30.50B
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• Axos Financial Inc. (AX $88.24)
  • $88.24 P/E (TTM): 12.32X Cap: $5.09B
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• Perion Network Ltd (PERI $9.47)
  • $9.47 Cap: $415M
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• Airbnb Inc. (ABNB $121.66)
  • $121.66 P/E (TTM): 29.82X Cap: $74.80B
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• Lantheus Holdings Inc. (LNTH $51.98)
  • $51.98 P/E (TTM): 13.8X Cap: $3.53B
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Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

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Read Answer Asked by sam on May 09, 2023

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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Q: Looking for an updated view of LTHM.

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Read Answer Asked by Jim on May 09, 2023

• AbbVie Inc. (ABBV $216.26)
  • $216.26 P/E (TTM): 104.47X Cap: $384.42B
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• NextEra Energy Inc. (NEE $69.83)
  • $69.83 P/E (TTM): 25.05X Cap: $143.80B
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• Pfizer Inc. (PFE $23.90)
  • $23.90 P/E (TTM): 12.7X Cap: $135.88B
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• Williams Companies Inc. (The) (WMB $57.95)
  • $57.95 P/E (TTM): 29.7X Cap: $70.76B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $70.88)
  • $70.88 P/E (TTM): 17.19X Cap: $70.75B
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Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

Upvote 1

Read Answer Asked by David on May 09, 2023

• Progressive Corporation (The) (PGR $244.97)
  • $244.97 P/E (TTM): 13.99X Cap: $143.60B
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Q: I have a position in PGR. Stock has not well after it reported. Long term
it had performed well. Should I add to my position for long term.
Thank You

Upvote 0

Read Answer Asked by Al on May 09, 2023

• Perion Network Ltd (PERI $9.47)
  • $9.47 Cap: $415M
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Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

Upvote 0

Read Answer Asked by Angelo on May 09, 2023

• PNC Financial Services Group Inc. (The) (PNC $200.94)
  • $200.94 P/E (TTM): 13.86X Cap: $79.13B
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Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $190.47)
  • $190.47 P/E (TTM): 40.35X Cap: $135B
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Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris

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Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS $7.83)
  • $7.83 P/E (TTM): 3.16X Cap: $425M
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Q: Looking for an updated view. The large short position is either very positive or very negative.

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Read Answer Asked by Jim on May 09, 2023

• BMO Covered Call US Banks ETF (ZWK $25.43)
  • $25.43 P/E (TTM): 42.53X Cap: $361M
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Q: Hi do you like this as a contrarian play? The yield looks strong with good 2-3 year appreciation is share price. Is this strong opportunity to buy at a discount. Jamie Dimon claims the worst of the banking scare is behind us now. Would you agree?

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Read Answer Asked by Chris on May 08, 2023

• AbCellera Biologics Inc. (ABCL $4.77)
  • $4.77 Cap: $1.28B
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Q: Can you me give your read on this company. It has had quite a fall and, if I am not mistaken, it initial IPO. Analysts are forecasting quite lofty price targets, however the earning forecast don't seem to be there. I do have a very small hold and I trying to decide if this would be a rare occasion where the 5i team would endorse an "average down" purchase.
Much appreciate.

Upvote 0

Read Answer Asked by Francisco on May 08, 2023

• First Horizon Corporation (FHN $22.27)
  • $22.27 P/E (TTM): 14.47X Cap: $11.33B
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Q: First Horizon is down significantly after TD called off the deal. I’m just looking for your opinion on this company as an investment now? It looks like a great buy now with limited if downside. They are profitable and have a history of increasing dividends. Thanks.

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Read Answer Asked by Anthony on May 08, 2023

• Estee Lauder Companies Inc. (The) (EL $88.52)
  • $88.52 Cap: $31.85B
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Q: EL is getting whacked on it’s missed earnings today, what are your thoughts - wait a few days and buy/add or stay away?

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Read Answer Asked by Dan on May 08, 2023

• QUALCOMM Incorporated (QCOM $164.14)
  • $164.14 P/E (TTM): 15.64X Cap: $177.10B
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• Bank of America Corporation (BAC $50.66)
  • $50.66 P/E (TTM): 14.83X Cap: $375.23B
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• BlackRock Inc. (BLK $1,118.89)
  • $1,118.89 P/E (TTM): 27.16X Cap: $172.67B
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• Lowe's Companies Inc. (LOW $270.52)
  • $270.52 P/E (TTM): 22.48X Cap: $151.71B
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• PepsiCo Inc. (PEP $140.03)
  • $140.03 P/E (TTM): 26.14X Cap: $191.71B
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• Philip Morris International Inc (PM $162.96)
  • $162.96 P/E (TTM): 30.67X Cap: $253.66B
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• Restaurant Brands International Inc. (QSR $63.85)
  • $63.85 P/E (TTM): 23.74X Cap: $29.05B
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• Thomson Reuters Corp (TRI $169.71)
  • $169.71 P/E (TTM): 47.95X Cap: $76.78B
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• Brookfield Corporation Class A Limited (BN $69.76)
  • $69.76 P/E (TTM): 157.67X Cap: $103.29B
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Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.

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Read Answer Asked by dennis on May 08, 2023

• Affirm Holdings Inc. (AFRM $89.96)
  • $89.96 P/E (TTM): 692.33X Cap: $29.12B
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Q: Do you think that this stock is a solid hold? Does it have good possibilities? Thx James

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Read Answer Asked by JAMES on May 08, 2023

• NuScale Power Corporation Class A (SMR $37.26)
  • $37.26 Cap: $11.13B
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Q: May I please have your analysis and opinion of Nuscale (SMR)?
With appreciation,
Ed

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Read Answer Asked by Ed on May 08, 2023

• ASGN Incorporated (ASGN $50.84)
  • $50.84 P/E (TTM): 16.35X Cap: $2.24B
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Q: Hi 5i,
What is your take on ASGN for the next 12 months ?
Hold/Buy/Sell ?
thanks

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Read Answer Asked by Fernando on May 08, 2023

• Twilio Inc. Class A (TWLO $102.11)
  • $102.11 P/E (TTM): 1023.3X Cap: $15.66B
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• Teladoc Health Inc. (TDOC $7.87)
  • $7.87 Cap: $1.35B
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• Palantir Technologies Inc. (PLTR $170.26)
  • $170.26 P/E (TTM): 571.43X Cap: $406.16B
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• Unity Software Inc. (U $45.92)
  • $45.92 Cap: $19.65B
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Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.

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Read Answer Asked by Richard on May 08, 2023

• Illumina Inc. (ILMN $101.48)
  • $101.48 P/E (TTM): 12.23X Cap: $15.51B
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• NVIDIA Corporation (NVDA $174.88)
  • $174.88 P/E (TTM): 57.36X Cap: $4.24T
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• Booking Holdings Inc. (BKNG $5,475.01)
  • $5,475.01 P/E (TTM): 38.05X Cap: $177.44B
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• Crocs Inc. (CROX $78.99)
  • $78.99 P/E (TTM): 20.76X Cap: $4.23B
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• Axon Enterprise Inc. (AXON $750.67)
  • $750.67 P/E (TTM): 186.98X Cap: $59.72B
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• DexCom Inc. (DXCM $76.55)
  • $76.55 P/E (TTM): 53.3X Cap: $29.63B
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• Perion Network Ltd (PERI $9.47)
  • $9.47 Cap: $415M
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• Lantheus Holdings Inc. (LNTH $51.98)
  • $51.98 P/E (TTM): 13.8X Cap: $3.53B
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• ISHARES TRUST (IJT $140.44)
  • $140.44 P/E (TTM): 19.15X Cap: $6.23B
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Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?

Thanks.

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Read Answer Asked by Marilou on May 08, 2023