Investment Q&A

• Progressive Corporation (The) (PGR $224.88)
  • $224.88 P/E (TTM): 12.35X Cap: $131.86B
  • View PGR Profile
  • View Questions on PGR

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 $9.79)
  • $9.79 Cap: $457M
  • View PERI Profile
  • View Questions on PERI

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 $180.08)
  • $180.08 P/E (TTM): 11.89X Cap: $70.61B
  • View PNC Profile
  • View Questions on PNC

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

Upvote 0

Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $225.51)
  • $225.51 P/E (TTM): 45.52X Cap: $157.84B
  • View DHR Profile
  • View Questions on DHR

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

Upvote 0

Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS $10.12)
  • $10.12 P/E (TTM): 7.07X Cap: $567M
  • View EBS Profile
  • View Questions on EBS

Q: Looking for an updated view. The large short position is either very positive or very negative.

Upvote 0

Read Answer Asked by Jim on May 09, 2023

• BMO Covered Call US Banks ETF (ZWK $24.79)
  • $24.79 P/E (TTM): 12.57X Cap: $308M
  • View ZWK Profile
  • View Questions on ZWK

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?

Upvote 0

Read Answer Asked by Chris on May 08, 2023

• AbCellera Biologics Inc. (ABCL $3.66)
  • $3.66 Cap: $1.06B
  • View ABCL Profile
  • View Questions on ABCL

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.

Upvote 0

Read Answer Asked by Francisco on May 08, 2023

• First Horizon Corporation (FHN $20.76)
  • $20.76 P/E (TTM): 12.91X Cap: $10.13B
  • View FHN Profile
  • View Questions on FHN

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.

Upvote 0

Read Answer Asked by Anthony on May 08, 2023

• Estee Lauder Companies Inc. (The) (EL $88.06)
  • $88.06 Cap: $31.02B
  • View EL Profile
  • View Questions on EL

Q: EL is getting whacked on it’s missed earnings today, what are your thoughts - wait a few days and buy/add or stay away?

Upvote 0

Read Answer Asked by Dan on May 08, 2023

• QUALCOMM Incorporated (QCOM $165.06)
  • $165.06 P/E (TTM): 34.73X Cap: $178.58B
  • View QCOM Profile
  • View Questions on QCOM
• Bank of America Corporation (BAC $51.64)
  • $51.64 P/E (TTM): 14.37X Cap: $375.93B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,019.14)
  • $1,019.14 P/E (TTM): 27.2X Cap: $158.84B
  • View BLK Profile
  • View Questions on BLK
• Lowe's Companies Inc. (LOW $219.57)
  • $219.57 P/E (TTM): 18.69X Cap: $126.18B
  • View LOW Profile
  • View Questions on LOW
• PepsiCo Inc. (PEP $148.77)
  • $148.77 P/E (TTM): 27.73X Cap: $202.13B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $155.85)
  • $155.85 P/E (TTM): 28.11X Cap: $242.60B
  • View PM Profile
  • View Questions on PM
• Restaurant Brands International Inc. (QSR $67.39)
  • $67.39 P/E (TTM): 24.53X Cap: $30.95B
  • View QSR Profile
  • View Questions on QSR
• Thomson Reuters Corp (TRI $135.67)
  • $135.67 P/E (TTM): 36.33X Cap: $61.14B
  • View TRI Profile
  • View Questions on TRI
• Brookfield Corporation Class A Limited (BN $43.43)
  • $43.43 P/E (TTM): 102.46X Cap: $96.41B
  • View BN Profile
  • View Questions on BN

Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.

Upvote 0

Read Answer Asked by dennis on May 08, 2023

• Affirm Holdings Inc. (AFRM $65.69)
  • $65.69 P/E (TTM): 106.83X Cap: $22.50B
  • View AFRM Profile
  • View Questions on AFRM

Q: Do you think that this stock is a solid hold? Does it have good possibilities? Thx James

Upvote 0

Read Answer Asked by JAMES on May 08, 2023

• NuScale Power Corporation Class A (SMR $21.54)
  • $21.54 Cap: $6.28B
  • View SMR Profile
  • View Questions on SMR

Q: May I please have your analysis and opinion of Nuscale (SMR)?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on May 08, 2023

• ASGN Incorporated (ASGN $41.35)
  • $41.35 P/E (TTM): 14.45X Cap: $1.77B
  • View ASGN Profile
  • View Questions on ASGN

Q: Hi 5i,
What is your take on ASGN for the next 12 months ?
Hold/Buy/Sell ?
thanks

Upvote 0

Read Answer Asked by Fernando on May 08, 2023

• Twilio Inc. Class A (TWLO $120.68)
  • $120.68 P/E (TTM): 321.44X Cap: $18.22B
  • View TWLO Profile
  • View Questions on TWLO
• Teladoc Health Inc. (TDOC $7.00)
  • $7.00 Cap: $1.19B
  • View TDOC Profile
  • View Questions on TDOC
• Palantir Technologies Inc. (PLTR $167.33)
  • $167.33 P/E (TTM): 580.03X Cap: $408.16B
  • View PLTR Profile
  • View Questions on PLTR
• Unity Software Inc. (U $37.00)
  • $37.00 Cap: $15.69B
  • View U Profile
  • View Questions on U

Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.

Upvote 0

Read Answer Asked by Richard on May 08, 2023

• Illumina Inc. (ILMN $121.97)
  • $121.97 P/E (TTM): 27.8X Cap: $18.34B
  • View ILMN Profile
  • View Questions on ILMN
• NVIDIA Corporation (NVDA $181.36)
  • $181.36 P/E (TTM): 54.18X Cap: $4.53T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,783.01)
  • $4,783.01 P/E (TTM): 32.88X Cap: $154.85B
  • View BKNG Profile
  • View Questions on BKNG
• Crocs Inc. (CROX $77.57)
  • $77.57 P/E (TTM): 23.91X Cap: $4B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $533.77)
  • $533.77 P/E (TTM): 175.77X Cap: $42.86B
  • View AXON Profile
  • View Questions on AXON
• DexCom Inc. (DXCM $60.17)
  • $60.17 P/E (TTM): 32.44X Cap: $2.53B
  • View DXCM Profile
  • View Questions on DXCM
• Perion Network Ltd (PERI $9.79)
  • $9.79 Cap: $457M
  • View PERI Profile
  • View Questions on PERI
• Lantheus Holdings Inc. (LNTH $53.50)
  • $53.50 P/E (TTM): 22.37X Cap: $3.54B
  • View LNTH Profile
  • View Questions on LNTH
• ISHARES TRUST (IJT $134.57)
  • $134.57 P/E (TTM): 19.55X Cap: $6.01B
  • View IJT Profile
  • View Questions on IJT

Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?

Thanks.

Upvote 0

Read Answer Asked by Marilou on May 08, 2023

• Butterfly Network Inc. Class A (BFLY $2.01)
  • $2.01 Cap: $497M
  • View BFLY Profile
  • View Questions on BFLY

Q: your current thoughts and future growth potential of bfly.

Upvote 0

Read Answer Asked by Ross on May 05, 2023

• Crocs Inc. (CROX $77.57)
  • $77.57 P/E (TTM): 23.91X Cap: $4B
  • View CROX Profile
  • View Questions on CROX

Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?

Upvote 0

Read Answer Asked by Marty on May 05, 2023

• Apple Inc. (AAPL $267.44)
  • $267.44 P/E (TTM): 36.42X Cap: $3.95T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $222.55)
  • $222.55 P/E (TTM): 33.15X Cap: $2.48T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 27.34X Cap: $3.43T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $493.79)
  • $493.79 P/E (TTM): 36.29X Cap: $3.77T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $181.36)
  • $181.36 P/E (TTM): 54.18X Cap: $4.53T
  • View NVDA Profile
  • View Questions on NVDA
• JPMorgan Chase & Co. (JPM $299.41)
  • $299.41 P/E (TTM): 15.03X Cap: $817.68B
  • View JPM Profile
  • View Questions on JPM
• Occidental Petroleum Corporation (OXY $42.52)
  • $42.52 P/E (TTM): 31.44X Cap: $41.07B
  • View OXY Profile
  • View Questions on OXY
• Prudential Financial Inc. (PRU $102.64)
  • $102.64 P/E (TTM): 14.66X Cap: $39.81B
  • View PRU Profile
  • View Questions on PRU
• Verizon Communications Inc. (VZ $41.48)
  • $41.48 P/E (TTM): 8.77X Cap: $172.91B
  • View VZ Profile
  • View Questions on VZ
• Williams Companies Inc. (The) (WMB $59.17)
  • $59.17 P/E (TTM): 30.8X Cap: $72.25B
  • View WMB Profile
  • View Questions on WMB
• iShares S&P Global Clean Energy Index Fund (ICLN $16.60)
  • $16.60 P/E (TTM): 40.15X Cap: $1.99B
  • View ICLN Profile
  • View Questions on ICLN
• CrowdStrike Holdings Inc. (CRWD $513.67)
  • $513.67 Cap: $132.95B
  • View CRWD Profile
  • View Questions on CRWD
• Cheniere Energy Inc. (LNG $212.46)
  • $212.46 P/E (TTM): 12.02X Cap: $45.72B
  • View LNG Profile
  • View Questions on LNG

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Upvote 0

Read Answer Asked by A on May 05, 2023

• Icahn Enterprises L.P. (IEP $7.98)
  • $7.98 Cap: $4.75B
  • View IEP Profile
  • View Questions on IEP

Q: Hi Team,

What are your current thought on this after the short report? Good opportunity to buy for a nice dividend?

Upvote 0

Read Answer Asked by David on May 05, 2023

• Fortinet Inc. (FTNT $80.15)
  • $80.15 P/E (TTM): 33.87X Cap: $60.93B
  • View FTNT Profile
  • View Questions on FTNT

Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.

Upvote 0

Read Answer Asked by Brian on May 05, 2023