Investment Q&A

• Amazon.com Inc. (AMZN $219.80)
  • $219.80 P/E (TTM): 31.43X Cap: $2.38T
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• Alphabet Inc. (GOOG $294.05)
  • $294.05 P/E (TTM): 28.13X Cap: $3.53T
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• Microsoft Corporation (MSFT $480.76)
  • $480.76 P/E (TTM): 35.12X Cap: $3.61T
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• International Business Machines Corporation (IBM $291.83)
  • $291.83 P/E (TTM): 34.6X Cap: $269.69B
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• Oracle Corporation (ORCL $215.69)
  • $215.69 P/E (TTM): 51.04X Cap: $640.89B
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Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

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Read Answer Asked by Larry on May 09, 2023

• Johnson & Johnson (JNJ $203.20)
  • $203.20 P/E (TTM): 19.31X Cap: $487.71B
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• Kenvue Inc. (KVUE $16.24)
  • $16.24 P/E (TTM): 21.64X Cap: $30.76B
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Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.

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Read Answer Asked by Stella on May 09, 2023

• Freshworks Inc. (FRSH $11.80)
  • $11.80 Cap: $3.32B
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Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.

Thanks for all you do
John

Upvote 1

Read Answer Asked by John on May 09, 2023

• Inspire Medical Systems Inc. (INSP $82.88)
  • $82.88 P/E (TTM): 47.75X Cap: $2.42B
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Q: Hi, Could I get your updated take on this company? They focus on sleep apnea, which seems to be a growing medical problem. The last question about it was in 2019. Thank you, Doris

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Read Answer Asked by Doris on May 09, 2023

• Rivian Automotive Inc. (RIVN $14.95)
  • $14.95 Cap: $18.04B
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Q: What are your thoughts on longterm prospects for RIVN share price. Ugly cash flow right now, but debt not that high at the moment. Their trucks are very highly related and if they could only ramp up production, I think they could sell lots of them. The demand seems to be there. However they need to be able to weather their finances for a long enough duration to get them to the point where their supply can reach demand. I assume they can do this, but was hoping you could point out the risks and reasons why not. It could good (albeit with some risk) time to get into RIVN if one believes in the longterm success of their product? ie. lots of potential upside

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Read Answer Asked by Jason on May 09, 2023

• SoFi Technologies Inc. (SOFI $25.78)
  • $25.78 P/E (TTM): 46.86X Cap: $32.22B
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Q: hi folks...opinion on Q results for Sofi....the good & bad...and if didn't have a position...would U rate it a Buy or Avoid...thanks as always, jb

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Read Answer Asked by John on May 09, 2023

• Corteva Inc. (CTVA $64.56)
  • $64.56 P/E (TTM): 27.51X Cap: $43.70B
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Q: Do you see Corteva (CTVA) as a buy at current levels ($57) for a long term hold based on the company's growth being sustainable?

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Read Answer Asked by Richard on May 09, 2023

• Atlassian Corporation (TEAM $144.15)
  • $144.15 Cap: $38.54B
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• Axcelis Technologies Inc. (ACLS $75.06)
  • $75.06 P/E (TTM): 18.37X Cap: $2.52B
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• TopBuild Corp. (BLD $408.68)
  • $408.68 P/E (TTM): 20.95X Cap: $11.58B
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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 $16.24)
  • $16.24 P/E (TTM): 21.64X Cap: $30.76B
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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 $4,590.75)
  • $4,590.75 P/E (TTM): 31.16X Cap: $151.20B
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• Lowe's Companies Inc. (LOW $228.51)
  • $228.51 P/E (TTM): 18.01X Cap: $128.09B
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• Philip Morris International Inc (PM $155.55)
  • $155.55 P/E (TTM): 28.18X Cap: $242.22B
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• Crocs Inc. (CROX $79.11)
  • $79.11 P/E (TTM): 25.27X Cap: $4.11B
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• Extra Space Storage Inc (EXR $129.19)
  • $129.19 P/E (TTM): 29.16X Cap: $27.46B
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• Axos Financial Inc. (AX $77.07)
  • $77.07 P/E (TTM): 10.26X Cap: $4.36B
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• Perion Network Ltd (PERI $9.51)
  • $9.51 Cap: $457M
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• Airbnb Inc. (ABNB $111.65)
  • $111.65 P/E (TTM): 27.55X Cap: $70.44B
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• Lantheus Holdings Inc. (LNTH $53.95)
  • $53.95 P/E (TTM): 22.57X Cap: $3.50B
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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 $229.47)
  • $229.47 P/E (TTM): 111.9X Cap: $411.64B
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• NextEra Energy Inc. (NEE $84.74)
  • $84.74 P/E (TTM): 26.96X Cap: $175.50B
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• Pfizer Inc. (PFE $24.37)
  • $24.37 P/E (TTM): 13.54X Cap: $141.46B
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• Williams Companies Inc. (The) (WMB $59.48)
  • $59.48 P/E (TTM): 29.88X Cap: $71.91B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $75.80)
  • $75.80 P/E (TTM): 19.21X Cap: $75.40B
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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 $222.97)
  • $222.97 P/E (TTM): 12.34X Cap: $130.72B
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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 $9.51)
  • $9.51 Cap: $457M
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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 $184.28)
  • $184.28 P/E (TTM): 11.64X Cap: $71.75B
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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

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Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $222.31)
  • $222.31 P/E (TTM): 46.4X Cap: $159.25B
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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 $9.34)
  • $9.34 P/E (TTM): 7.08X Cap: $519M
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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 $25.16)
  • $25.16 P/E (TTM): 12.57X Cap: $311M
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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 $3.52)
  • $3.52 Cap: $1.06B
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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.

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Read Answer Asked by Francisco on May 08, 2023

• First Horizon Corporation (FHN $21.26)
  • $21.26 P/E (TTM): 12.53X Cap: $10.49B
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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