Investment Q&A

• Digital Turbine Inc. (APPS $4.79)
  • $4.79 Cap: $537M
  • View APPS Profile
  • View Questions on APPS

Q: Why are you advising members to do with APPS after the abysmal ER and 40% drop this morning. Anyone holding since better days are down 60 to 90% on the name. Thx

Upvote 0

Read Answer Asked by Adam on May 25, 2023

• Roku Inc. (ROKU $96.79)
  • $96.79 Cap: $14.30B
  • View ROKU Profile
  • View Questions on ROKU
• Digital Turbine Inc. (APPS $4.79)
  • $4.79 Cap: $537M
  • View APPS Profile
  • View Questions on APPS
• Affirm Holdings Inc. (AFRM $70.95)
  • $70.95 P/E (TTM): 104.24X Cap: $23.41B
  • View AFRM Profile
  • View Questions on AFRM

Q: What order would you sell these.First to last.Thanks.

Upvote 0

Read Answer Asked by Maurice on May 25, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi, What do you think of NVDA earnings and stock move of 20%, in after hours ? Is it worth starting a new position at these levels or wait for a pullback?

Thank You

Upvote 0

Read Answer Asked by rajeev on May 25, 2023

• Stanley Black & Decker Inc. (SWK $71.52)
  • $71.52 P/E (TTM): 22.73X Cap: $11.12B
  • View SWK Profile
  • View Questions on SWK

Q: Good morning 5i team. Can I please get your thoughts on SWK. Though there are fears of a recession, contactors seem to be in high demand which should be positive for the stock. It appears to be putting in a floor (excuse the pun) at $75

Upvote 0

Read Answer Asked by David on May 24, 2023

• Cisco Systems Inc. (CSCO $76.94)
  • $76.94 P/E (TTM): 29.37X Cap: $300.55B
  • View CSCO Profile
  • View Questions on CSCO

Q: What is i5R thoughts on CSCO most recent quarter & your buy, hold or sell recommendation. Thanks … Cal

Upvote 0

Read Answer Asked by cal on May 24, 2023

• Intuit Inc. (INTU $634.08)
  • $634.08 P/E (TTM): 43.21X Cap: $175.14B
  • View INTU Profile
  • View Questions on INTU

Q: your thoughts on INTU recent results

Upvote 0

Read Answer Asked by Nick on May 24, 2023

• Philip Morris International Inc (PM $157.48)
  • $157.48 P/E (TTM): 28.3X Cap: $245.13B
  • View PM Profile
  • View Questions on PM
• Restaurant Brands International Inc. (QSR $101.54)
  • $101.54 P/E (TTM): 25.79X Cap: $46.11B
  • View QSR Profile
  • View Questions on QSR
• British American Tobacco p.l.c. (BTI $58.66)
  • $58.66 P/E (TTM): 32.04X Cap: $128.15B
  • View BTI Profile
  • View Questions on BTI

Q: Good Morning 5i

We have EPD and GIC's in our income side of RRSP's. We have room for a another stock at a 1/2 position. What are your thoughts on BTI with an 8.52% dividend? Do you have another stock as a preference?

Thank you
D&J

Upvote 0

Read Answer Asked by Jerry on May 24, 2023

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE

Q: Hi 5i Team,

Would you still recommend holding onto this company? Their recent results have been disappointing which has been reflected in its share price. Would you still hold or would you recommend moving on from this one in favor if another company? If move on, is there another name in the sector that you would recommend?

Thanks in advance,
Jon

Upvote 0

Read Answer Asked by Jonathan on May 24, 2023

• General Mills Inc. (GIS $47.35)
  • $47.35 P/E (TTM): 8.92X Cap: $25.25B
  • View GIS Profile
  • View Questions on GIS
• PepsiCo Inc. (PEP $148.74)
  • $148.74 P/E (TTM): 28.13X Cap: $203.37B
  • View PEP Profile
  • View Questions on PEP

Q: If the story going forwards is persistent inflation would PEP or GIS be good plays, or would you have other suggestions?
Thanks

Upvote 0

Read Answer Asked by Mark on May 24, 2023

• Perion Network Ltd (PERI $10.22)
  • $10.22 Cap: $447M
  • View PERI Profile
  • View Questions on PERI

Q: Have you read the short report on Perion Network put out by Spruce Capital? Can you please comment on it? I was going to buy, but I am now thinking of waiting.
Thanks

Upvote 0

Read Answer Asked by Neil on May 24, 2023

• Carriage Services Inc. (CSV $43.30)
  • $43.30 P/E (TTM): 13.81X Cap: $676M
  • View CSV Profile
  • View Questions on CSV

Q: Your outlook on the company going forward, please.
How much longer do you think it is going to be in the dog-house?
Thanks

Upvote 0

Read Answer Asked by Timour on May 24, 2023

• Ralph Lauren Corporation (RL $367.33)
  • $367.33 P/E (TTM): 27.44X Cap: $20.61B
  • View RL Profile
  • View Questions on RL
• Foot Locker Inc. (FL)
  • Cap: $2.29B
  • View FL Profile
  • View Questions on FL

Q: Peter; Thanks re the inventory info- after ATZ did this it went down and has basically stayed down- would you stick with RL ? I see Foot Locker dropped sharply I assume in sympathy too. Thanks.Rod

Upvote 0

Read Answer Asked by Rodney on May 24, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Rockwell Automation Inc. (ROK $395.86)
  • $395.86 P/E (TTM): 51.43X Cap: $44.44B
  • View ROK Profile
  • View Questions on ROK
• ATS Corporation (ATS $35.93)
  • $35.93 Cap: $3.52B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Zebra Technologies Corporation (ZBRA $252.75)
  • $252.75 P/E (TTM): 25.25X Cap: $12.69B
  • View ZBRA Profile
  • View Questions on ZBRA
• PTC Inc. (PTC $175.43)
  • $175.43 P/E (TTM): 40.81X Cap: $20.71B
  • View PTC Profile
  • View Questions on PTC
• ABB Ltd. (ABBNY $71.76)
  • $71.76 P/E (TTM): 35.02X Cap: $129.38B
  • View ABBNY Profile
  • View Questions on ABBNY
• UiPath Inc. Class A (PATH $13.86)
  • $13.86 P/E (TTM): 453.0X Cap: $7.35B
  • View PATH Profile
  • View Questions on PATH

Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry

Upvote 0

Read Answer Asked by Terry on May 24, 2023

• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.95X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• Atrium Mortgage Investment Corporation (AI $11.41)
  • $11.41 P/E (TTM): 11.02X Cap: $543M
  • View AI Profile
  • View Questions on AI
• GLOBAL X FDS (BOTZ $35.17)
  • $35.17 P/E (TTM): 60.55X Cap: $3B
  • View BOTZ Profile
  • View Questions on BOTZ
• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 25.85X Cap: $19.59B
  • View SMCI Profile
  • View Questions on SMCI
• Perion Network Ltd (PERI $10.22)
  • $10.22 Cap: $447M
  • View PERI Profile
  • View Questions on PERI
• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
  • View Questions on IRBO

Q: I am interested in Ai which stock or ETF should I start with?

Upvote 0

Read Answer Asked by Nizar on May 23, 2023

• Veeva Systems Inc. Class A (VEEV $240.29)
  • $240.29 P/E (TTM): 46.91X Cap: $39.49B
  • View VEEV Profile
  • View Questions on VEEV
• Roku Inc. (ROKU $96.79)
  • $96.79 Cap: $14.30B
  • View ROKU Profile
  • View Questions on ROKU

Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?

Upvote 0

Read Answer Asked by Cheryl on May 23, 2023

• Geospace Technologies Corporation (GEOS $13.17)
  • $13.17 Cap: $168M
  • View GEOS Profile
  • View Questions on GEOS
• Carrols Restaurant Group Inc. (TAST)
  • P/E (TTM): 17.07X Cap: $502M
  • View TAST Profile
  • View Questions on TAST
• Tingo Group Inc. (TIO)
  • P/E (TTM): 0.6X Cap: $166M
  • View TIO Profile
  • View Questions on TIO

Q: Hi, can I get some feed back on these 3 US small caps going forward.

Thank you
A.

Upvote 1

Read Answer Asked by Anthony on May 23, 2023

• Raymond James Financial Inc. (RJF $156.54)
  • $156.54 P/E (TTM): 15.28X Cap: $30.78B
  • View RJF Profile
  • View Questions on RJF

Q: would like your thoughts on RJF as a value + growth story. It has been hit hard with the US financial melt down but is not a bank. Has a decent growth profile? , dividend and trades at a reasonable (cheap?) multiple.

Upvote 0

Read Answer Asked by Scott on May 23, 2023

• AbbVie Inc. (ABBV $227.70)
  • $227.70 P/E (TTM): 108.93X Cap: $402.36B
  • View ABBV Profile
  • View Questions on ABBV
• Abbott Laboratories (ABT $128.90)
  • $128.90 P/E (TTM): 16.13X Cap: $223.51B
  • View ABT Profile
  • View Questions on ABT
• Danaher Corporation (DHR $226.78)
  • $226.78 P/E (TTM): 47.01X Cap: $163.58B
  • View DHR Profile
  • View Questions on DHR
• Johnson & Johnson (JNJ $206.92)
  • $206.92 P/E (TTM): 20.03X Cap: $498.33B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 54.03X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $104.83)
  • $104.83 P/E (TTM): 13.83X Cap: $260.19B
  • View MRK Profile
  • View Questions on MRK
• Thermo Fisher Scientific Inc (TMO $590.83)
  • $590.83 P/E (TTM): 34.27X Cap: $222.88B
  • View TMO Profile
  • View Questions on TMO
• GE HealthCare Technologies Inc. (GEHC $79.99)
  • $79.99 P/E (TTM): 16.62X Cap: $36.43B
  • View GEHC Profile
  • View Questions on GEHC

Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks

Upvote 0

Read Answer Asked by Harry on May 23, 2023

• Fox Factory Holding Corp. (FOXF $14.79)
  • $14.79 Cap: $618M
  • View FOXF Profile
  • View Questions on FOXF

Q: What is your opinion on this stock/

Upvote 0

Read Answer Asked by Nizar on May 23, 2023

• Harvest Healthcare Leaders Income ETF (HHL $7.91)
  • $7.91 P/E (TTM): 23.58X Cap: $1.68B
  • View HHL Profile
  • View Questions on HHL
• Harvest Tech Achievers Growth & Income ETF (HTA $18.84)
  • $18.84 P/E (TTM): 33.49X Cap: $692M
  • View HTA Profile
  • View Questions on HTA

Q: Thoughts on these etfs in a non registered account
How would the distributions be taxed

Upvote 0

Read Answer Asked by Terry on May 23, 2023