Investment Q&A

• GameStop Corporation (GME $24.76)
  • $24.76 P/E (TTM): 28.07X Cap: $11.19B
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Q: This one is all over the place over the last few months, I am thinking of taking a chance on this. Any opinion on where it is going
Thanks

JIm

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Read Answer Asked by Jim on August 14, 2023

• Pliant Therapeutics Inc. (PLRX $1.14)
  • $1.14 Cap: $72M
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Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

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Read Answer Asked by James on August 14, 2023

• Crocs Inc. (CROX $85.81)
  • $85.81 P/E (TTM): 27.95X Cap: $4.45B
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Q: Since January, excluding a couple of spikes, crocs share price has been heading down. From a momentum perspective, would you see this as a sell signal? Thanks

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Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $200.73)
  • $200.73 P/E (TTM): 41.45X Cap: $61.81B
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Q: Good day may I have your thoughts on VLO
Again thanks

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Read Answer Asked by George on August 14, 2023

• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 29.89X Cap: $3.90T
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• Kinaxis Inc. (KXS $125.20)
  • $125.20 P/E (TTM): 75.68X Cap: $3.57B
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Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

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Read Answer Asked by Neil on August 14, 2023

• American Tower Corporation (REIT) (AMT $170.25)
  • $170.25 P/E (TTM): 27.32X Cap: $80.17B
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• General Motors Company (GM $81.52)
  • $81.52 P/E (TTM): 16.23X Cap: $76.15B
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• International Paper Company (IP $45.82)
  • $45.82 Cap: $24.59B
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• Marathon Petroleum Corporation (MPC $202.98)
  • $202.98 P/E (TTM): 21.3X Cap: $61.02B
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• Steel Dynamics Inc. (STLD $201.12)
  • $201.12 P/E (TTM): 26.67X Cap: $27.24B
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• U-Haul Holding Co Com (UHAL $49.50)
  • $49.50 P/E (TTM): 163.14X Cap: $9.78B
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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 $40.08)
  • $40.08 P/E (TTM): 24.76X Cap: $39.06B
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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

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Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $17.56)
  • $17.56 Cap: $1.15B
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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

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Read Answer Asked by Ed on August 11, 2023

• BlackLine Inc. (BL $43.00)
  • $43.00 P/E (TTM): 39.5X Cap: $2.60B
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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

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Read Answer Asked by Peter on August 11, 2023

Q: What are the long time prospects for NRIX

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Read Answer Asked by Thomas on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $6.06)
  • $6.06 Cap: $144M
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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.

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Read Answer Asked by Toge on August 11, 2023

• Salesforce Inc. (CRM $189.26)
  • $189.26 P/E (TTM): 25.55X Cap: $179.29B
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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

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Read Answer Asked by Leonard on August 11, 2023

• Illumina Inc. (ILMN $117.35)
  • $117.35 P/E (TTM): 27.59X Cap: $18.29B
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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,

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Read Answer Asked by Doris on August 10, 2023

• AbbVie Inc. (ABBV $222.01)
  • $222.01 P/E (TTM): 170.56X Cap: $394.88B
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• Johnson & Johnson (JNJ $239.20)
  • $239.20 P/E (TTM): 23.17X Cap: $578.20B
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• Eli Lilly and Company (LLY $1,093.16)
  • $1,093.16 P/E (TTM): 51.77X Cap: $1T
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• Thermo Fisher Scientific Inc (TMO $543.89)
  • $543.89 P/E (TTM): 31.36X Cap: $203.94B
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• UnitedHealth Group Incorporated (DE) (UNH $277.27)
  • $277.27 P/E (TTM): 14.43X Cap: $250.60B
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• Novo Nordisk A/S (NVO $50.48)
  • $50.48 P/E (TTM): 13.53X Cap: $363.68B
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• iShares U.S. Medical Devices ETF (IHI $58.03)
  • $58.03 P/E (TTM): 30.04X Cap: $3.61B
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• iShares U.S. Healthcare Providers ETF (IHF $44.83)
  • $44.83 P/E (TTM): 20.48X Cap: $728M
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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?

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Read Answer Asked by Rachel on August 10, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X
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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.

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Read Answer Asked by Mike on August 10, 2023

• AbbVie Inc. (ABBV $222.01)
  • $222.01 P/E (TTM): 170.56X Cap: $394.88B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $1,093.16)
  • $1,093.16 P/E (TTM): 51.77X Cap: $1T
  • View LLY Profile
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• Thermo Fisher Scientific Inc (TMO $543.89)
  • $543.89 P/E (TTM): 31.36X Cap: $203.94B
  • View TMO Profile
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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?

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Read Answer Asked by Steven on August 10, 2023

• Meridian Corporation (MRBK $20.71)
  • $20.71 P/E (TTM): 11.7X Cap: $221M
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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

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Read Answer Asked by Peter on August 10, 2023

• Twilio Inc. Class A (TWLO $113.98)
  • $113.98 P/E (TTM): 294.92X Cap: $17.43B
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• Upstart Holdings Inc. (UPST $36.99)
  • $36.99 P/E (TTM): 159.33X Cap: $3.72B
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Q: Hi,

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

Thanks

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Read Answer Asked by David on August 10, 2023

• Cognex Corporation (CGNX $42.56)
  • $42.56 P/E (TTM): 65.18X Cap: $7.10B
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• Novanta Inc. (NOVT $140.16)
  • $140.16 P/E (TTM): 96.9X Cap: $4.89B
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• Lantheus Holdings Inc. (LNTH $64.53)
  • $64.53 P/E (TTM): 27.38X Cap: $4.30B
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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!

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Read Answer Asked by Keith on August 10, 2023

• Simplify Volatility Premium ETF (SVOL $17.23)
  • $17.23 P/E (TTM): 3.88X Cap: $228M
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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

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Read Answer Asked by Ian on August 10, 2023