Investment Q&A

• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 30.46X Cap: $3.70T
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• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.13X Cap: $4.96B
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Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

Upvote 0

Read Answer Asked by Neil on August 14, 2023

• American Tower Corporation (REIT) (AMT $172.41)
  • $172.41 P/E (TTM): 27.5X Cap: $80.71B
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• General Motors Company (GM $82.35)
  • $82.35 P/E (TTM): 15.87X Cap: $76.82B
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• International Paper Company (IP $38.24)
  • $38.24 Cap: $20.19B
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• Marathon Petroleum Corporation (MPC $168.32)
  • $168.32 P/E (TTM): 17.66X Cap: $50.59B
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• Steel Dynamics Inc. (STLD $174.28)
  • $174.28 P/E (TTM): 22.96X Cap: $24.67B
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• U-Haul Holding Co Com (UHAL $51.65)
  • $51.65 P/E (TTM): 79.58X Cap: $10.12B
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Q: Name 5 US and 5 Canadian stocks which are severely undervalued with room to shine in 3-5 years.

Is AMT such a company?

Upvote 1

Read Answer Asked by V on August 14, 2023

• Copart Inc. (CPRT $39.07)
  • $39.07 P/E (TTM): 23.97X Cap: $37.82B
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Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $14.57)
  • $14.57 Cap: $964M
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Q: Given the Q2 earnings that 'missed' badly'would you avoid Ramaco stock or is there still some potential. If so, at what price range would you consider it a 'buy'?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on August 11, 2023

• BlackLine Inc. (BL $57.84)
  • $57.84 P/E (TTM): 52.11X Cap: $3.44B
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Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 11, 2023

Q: What are the long time prospects for NRIX

Upvote 0

Read Answer Asked by Thomas on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $7.32)
  • $7.32 Cap: $173M
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Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

Upvote 0

Read Answer Asked by Toge on August 11, 2023

• Salesforce Inc. (CRM $259.91)
  • $259.91 P/E (TTM): 34.7X Cap: $243.53B
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Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?


Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023

• Illumina Inc. (ILMN $134.78)
  • $134.78 P/E (TTM): 31.06X Cap: $20.59B
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Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Upvote 0

Read Answer Asked by Doris on August 10, 2023

• AbbVie Inc. (ABBV $226.82)
  • $226.82 P/E (TTM): 173.15X Cap: $400.87B
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• Johnson & Johnson (JNJ $206.37)
  • $206.37 P/E (TTM): 19.92X Cap: $497.20B
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• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
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• Thermo Fisher Scientific Inc (TMO $567.83)
  • $567.83 P/E (TTM): 32.8X Cap: $213.33B
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• UnitedHealth Group Incorporated (DE) (UNH $327.42)
  • $327.42 P/E (TTM): 17.08X Cap: $296.58B
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• Novo Nordisk A/S (NVO $48.09)
  • $48.09 P/E (TTM): 13.54X Cap: $363.68B
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• iShares U.S. Medical Devices ETF (IHI $62.63)
  • $62.63 P/E (TTM): 30.27X Cap: $4.18B
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• iShares U.S. Healthcare Providers ETF (IHF $47.78)
  • $47.78 P/E (TTM): 20.55X Cap: $752M
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Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

Upvote 0

Read Answer Asked by Rachel on August 10, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X Cap: $168M
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Q: Any thoughts on the announced buyout on CTG? This was a Contra the Heard purchase from WAY back and I'm considering just selling now as it is trading $0.30 below the $10.50 buyout price.

Any feel if another offer may surface? Thanks.

Upvote 0

Read Answer Asked by Mike on August 10, 2023

• AbbVie Inc. (ABBV $226.82)
  • $226.82 P/E (TTM): 173.15X Cap: $400.87B
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• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
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• Thermo Fisher Scientific Inc (TMO $567.83)
  • $567.83 P/E (TTM): 32.8X Cap: $213.33B
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Q: I have room for another heath care stock. I already have ABBV at full weighting. Do you still like it? If yes, can you suggest another stock in the US that would compliment it and a brief reason why you like it. If no, then which two other health care stocks do you recommend?

Upvote 0

Read Answer Asked by Steven on August 10, 2023

• Meridian Corporation (MRBK $17.85)
  • $17.85 P/E (TTM): 10.08X Cap: $199M
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Q: Hi 5I
Thank you for the service.

I recently was looking at the chart, performance and dividend of MRBK and thought it looked attractive.
I do hole BNDS, JPM, RY, and IVZ

What are your thoughts please

P

Upvote 0

Read Answer Asked by Peter on August 10, 2023

• Twilio Inc. Class A (TWLO $141.74)
  • $141.74 P/E (TTM): 363.44X Cap: $21.48B
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• Upstart Holdings Inc. (UPST $47.59)
  • $47.59 P/E (TTM): 198.29X Cap: $4.62B
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Q: Hi,

Can I get your opinion on the q of these two?

Thanks

Upvote 0

Read Answer Asked by David on August 10, 2023

• Cognex Corporation (CGNX $36.80)
  • $36.80 P/E (TTM): 56.62X Cap: $6.16B
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• Novanta Inc. (NOVT $119.35)
  • $119.35 P/E (TTM): 70.62X Cap: $4.28B
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• Lantheus Holdings Inc. (LNTH $65.92)
  • $65.92 P/E (TTM): 27.36X Cap: $4.37B
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Q: Hello 5i Team,

Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.

Would you consider it a SELL, HOLD or BUY? Are there better options in this space?

Thanks in advance for your always helpful advice!

Upvote 0

Read Answer Asked by Keith on August 10, 2023

• Simplify Volatility Premium ETF (SVOL $17.80)
  • $17.80 P/E (TTM): 29.34X Cap: $676M
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Q: What is your opinion of svol etf. What are the risks with it in your view. Will it increase in price if volaltility increase. Thanks for your expert analysis

Upvote 0

Read Answer Asked by Ian on August 10, 2023

• Ituran Location and Control Ltd. (ITRN $43.08)
  • $43.08 Cap: $834M
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• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
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• uniQure N.V. (QURE $23.99)
  • $23.99 Cap: $1.27B
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Q: What do you think of the prospects for these companies; ITRM, QURE, CEIX

Upvote 0

Read Answer Asked by hal on August 10, 2023

• American Electric Power Company Inc. (AEP $114.49)
  • $114.49 P/E (TTM): 16.74X Cap: $61.28B
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Q: What ails AEP ? It has had scandals and blunders many years ago, but I thought they were over all that. Morgan Stanley added AEP to it s Global Dividend Fund just last month. I bought AEP only days ago and its down over 10% ; down 5% in the past 5 days. Unusual for a boring utility. I don’t see news bad enough to warrant such a drop , but seems something there could be rotten. What gives? Are complete idiots running AEP? Regulatory issues? Heat melting the already weak management brains? What is going on under the hood? Would appreciate your deeper insight, many thanks

Upvote 0

Read Answer Asked by Adam on August 10, 2023

• Hims & Hers Health Inc. Class A (HIMS $35.56)
  • $35.56 P/E (TTM): 45.01X Cap: $8.09B
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Q: I thought the earnings release was good . Surprised to see the huge intraday swing from positive to negative. Your thoughts?

Upvote 0

Read Answer Asked by LUIGI on August 10, 2023

• Moderna Inc. (MRNA $33.80)
  • $33.80 Cap: $13.20B
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Q: I hold some shares in Moderna and trying to find out what the future holds (2 yrs). They recently announced that their future COVID vaccine sales are expected to be above original projections, however the stock continues to come down. What is your view on this company as an investment going forward. Thank you.

Upvote 0

Read Answer Asked by Francisco on August 10, 2023