Investment Q&A

• Pliant Therapeutics Inc. (PLRX $1.13)
  • $1.13 Cap: $70M
  • View PLRX Profile
  • View Questions on PLRX

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

Upvote 0

Read Answer Asked by James on August 14, 2023

• Crocs Inc. (CROX $99.92)
  • $99.92 Cap: $5.01B
  • View CROX Profile
  • View Questions on CROX

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

Upvote 0

Read Answer Asked by Martin on August 14, 2023

• Valero Energy Corporation (VLO $197.34)
  • $197.34 P/E (TTM): 40.93X Cap: $61.05B
  • View VLO Profile
  • View Questions on VLO

Q: Good day may I have your thoughts on VLO
Again thanks

Upvote 0

Read Answer Asked by George on August 14, 2023

• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Kinaxis Inc. (KXS $122.59)
  • $122.59 P/E (TTM): 75.34X Cap: $3.43B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

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 $193.09)
  • $193.09 P/E (TTM): 30.64X Cap: $89.93B
  • View AMT Profile
  • View Questions on AMT
• General Motors Company (GM $81.22)
  • $81.22 P/E (TTM): 24.8X Cap: $73.29B
  • View GM Profile
  • View Questions on GM
• International Paper Company (IP $49.05)
  • $49.05 Cap: $25.90B
  • View IP Profile
  • View Questions on IP
• Marathon Petroleum Corporation (MPC $200.54)
  • $200.54 P/E (TTM): 21.33X Cap: $60.28B
  • View MPC Profile
  • View Questions on MPC
• Steel Dynamics Inc. (STLD $191.92)
  • $191.92 P/E (TTM): 25.25X Cap: $27.99B
  • View STLD Profile
  • View Questions on STLD
• U-Haul Holding Co Com (UHAL $50.25)
  • $50.25 P/E (TTM): 162.39X Cap: $9.85B
  • View UHAL Profile
  • View Questions on UHAL

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 $37.52)
  • $37.52 P/E (TTM): 23.0X Cap: $36.32B
  • View CPRT Profile
  • View Questions on CPRT

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 $16.06)
  • $16.06 Cap: $1.09B
  • View METC Profile
  • View Questions on METC

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 $37.34)
  • $37.34 P/E (TTM): 34.78X Cap: $2.29B
  • View BL Profile
  • View Questions on BL

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 $5.87)
  • $5.87 Cap: $138M
  • View CHPT Profile
  • View Questions on CHPT

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 $184.29)
  • $184.29 P/E (TTM): 25.33X Cap: $172.67B
  • View CRM Profile
  • View Questions on CRM

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 $116.51)
  • $116.51 P/E (TTM): 21.35X Cap: $17.86B
  • View ILMN Profile
  • View Questions on ILMN

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 $232.86)
  • $232.86 P/E (TTM): 176.72X Cap: $409.14B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $243.33)
  • $243.33 P/E (TTM): 22.07X Cap: $586.40B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,036.05)
  • $1,036.05 P/E (TTM): 45.32X Cap: $977.36B
  • View LLY Profile
  • View Questions on LLY
• Thermo Fisher Scientific Inc (TMO $501.59)
  • $501.59 P/E (TTM): 29.16X Cap: $189.66B
  • View TMO Profile
  • View Questions on TMO
• UnitedHealth Group Incorporated (DE) (UNH $289.09)
  • $289.09 P/E (TTM): 15.29X Cap: $265.58B
  • View UNH Profile
  • View Questions on UNH
• Novo Nordisk A/S (NVO $49.37)
  • $49.37 P/E (TTM): 13.78X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• iShares U.S. Medical Devices ETF (IHI $58.58)
  • $58.58 P/E (TTM): 30.04X Cap: $3.57B
  • View IHI Profile
  • View Questions on IHI
• iShares U.S. Healthcare Providers ETF (IHF $46.16)
  • $46.16 P/E (TTM): 20.48X Cap: $752M
  • View IHF Profile
  • View Questions on IHF

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
  • View CTG Profile
  • View Questions on CTG

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 $232.86)
  • $232.86 P/E (TTM): 176.72X Cap: $409.14B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,036.05)
  • $1,036.05 P/E (TTM): 45.32X Cap: $977.36B
  • View LLY Profile
  • View Questions on LLY
• Thermo Fisher Scientific Inc (TMO $501.59)
  • $501.59 P/E (TTM): 29.16X Cap: $189.66B
  • View TMO Profile
  • View Questions on TMO

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 $20.27)
  • $20.27 P/E (TTM): 11.46X Cap: $233M
  • View MRBK Profile
  • View Questions on MRBK

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 $108.49)
  • $108.49 P/E (TTM): 289.74X Cap: $16.44B
  • View TWLO Profile
  • View Questions on TWLO
• Upstart Holdings Inc. (UPST $31.97)
  • $31.97 P/E (TTM): 127.83X Cap: $3.13B
  • View UPST Profile
  • View Questions on UPST

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 $57.09)
  • $57.09 P/E (TTM): 86.46X Cap: $9.74B
  • View CGNX Profile
  • View Questions on CGNX
• Novanta Inc. (NOVT $145.37)
  • $145.37 P/E (TTM): 100.27X Cap: $5.07B
  • View NOVT Profile
  • View Questions on NOVT
• Lantheus Holdings Inc. (LNTH $71.27)
  • $71.27 P/E (TTM): 29.27X Cap: $4.72B
  • View LNTH Profile
  • View Questions on LNTH

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 $16.95)
  • $16.95 P/E (TTM): 3.88X Cap: $229M
  • View SVOL Profile
  • View Questions on SVOL

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 $47.70)
  • $47.70 Cap: $944M
  • View ITRN Profile
  • View Questions on ITRN
• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
  • View CEIX Profile
  • View Questions on CEIX
• uniQure N.V. (QURE $21.75)
  • $21.75 Cap: $1.27B
  • View QURE Profile
  • View Questions on QURE

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