Q: Do you have any insight to the reason for the big drop in TMO"s share price today. As well what are your overall thoughts on this company. Thank You.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i Team,
Pls comment on InMode preliminary 2nd Q result and this company going forward. Why this stock is trading at such low PE 12x ?
I bought a half position, time to add?
Thank you for your professional advice as always.
Pls comment on InMode preliminary 2nd Q result and this company going forward. Why this stock is trading at such low PE 12x ?
I bought a half position, time to add?
Thank you for your professional advice as always.
Q: Dear 5i,
What percentage of the SP500 index represents non USA exposure?
I read that approx. 30% revenue may come from foreign companies.
thanks for your advice.
What percentage of the SP500 index represents non USA exposure?
I read that approx. 30% revenue may come from foreign companies.
thanks for your advice.
Q: Man I hate seeing this go down almost every day. Do you have any updated thoughts on it? Thanks,
Jason
Jason
Q: Canoo Inc NASDAQ: GOEV does this company have the potential to be another Tesla? Any insider buying and how good is management?
Thank you.
Thank you.
-
Illumina Inc. (ILMN $128.96)
-
Intuitive Surgical Inc. (ISRG $575.34)
-
AbbVie Inc. (ABBV $226.08)
-
Pfizer Inc. (PFE $26.03)
-
Stryker Corporation (SYK $364.02)
-
Lantheus Holdings Inc. (LNTH $63.30)
Q: It seems many analysts feel that Health care is a good place to be going into the next 1 to 2 years, do you agree?
Could you name your top 5 Health Care Names, Canada or US?
Thank You
Could you name your top 5 Health Care Names, Canada or US?
Thank You
Q: I have to believe there’s value here, especially with Las Vegas so busy and no Macau exposure - what are your thoughts? Thank you
Q: Based on your last comments on Pliant therapeutics(PLRX) from May 12, could you please update on those specific comments and on the recent news that made the stock double. Where do you see it going from here? This is what you wrote last time…
Asked by James on May 12, 2021
5I RESEARCH ANSWER:
PLRX has $277M in cash, but only expected revenue of $16M this year. Cash burn was $37M in 2020. 1Q loss of 64 cents per share was 6% worse than estimates; sales of $2.2M were 49% worse than expected. Insiders own 3.5% directly. We do not know management but see no concerns there. There is not much to go on here. As a clinical stage company, performance is going to depend on trial results. It has two main trials (early stage) that will be releasing results later this year. The pipeline is decent but again, early stage. It has been public less than a year, but shares have nearly doubled in that time. There is upside potential for sure, but the future may also be binary based on good/bad trial results.
Asked by James on May 12, 2021
5I RESEARCH ANSWER:
PLRX has $277M in cash, but only expected revenue of $16M this year. Cash burn was $37M in 2020. 1Q loss of 64 cents per share was 6% worse than estimates; sales of $2.2M were 49% worse than expected. Insiders own 3.5% directly. We do not know management but see no concerns there. There is not much to go on here. As a clinical stage company, performance is going to depend on trial results. It has two main trials (early stage) that will be releasing results later this year. The pipeline is decent but again, early stage. It has been public less than a year, but shares have nearly doubled in that time. There is upside potential for sure, but the future may also be binary based on good/bad trial results.
-
Apple Inc. (AAPL $278.78)
-
Amazon.com Inc. (AMZN $229.53)
-
Costco Wholesale Corporation (COST $894.68)
-
Alphabet Inc. (GOOG $322.09)
-
Microsoft Corporation (MSFT $483.16)
-
NVIDIA Corporation (NVDA $182.41)
-
AbbVie Inc. (ABBV $226.08)
-
Salesforce Inc. (CRM $260.57)
-
Mastercard Incorporated (MA $545.52)
-
Procter & Gamble Company (The) (PG $143.45)
-
Constellation Software Inc. (CSU $3,325.82)
-
Brookfield Renewable Partners L.P. (BEP.UN $39.22)
-
Berkshire Hathaway Inc. (BRK.B $504.34)
Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?
Thx
Thx
Q: For a growth portfolio, would you view UPST as a buy, hold, or sell today?
Q: Thoughts on the pre-release? Show stopper or still happy to hold?
Thanks!
Thanks!
-
Cisco Systems Inc. (CSCO $77.97)
-
Alphabet Inc. (GOOG $322.09)
-
NVIDIA Corporation (NVDA $182.41)
-
AbbVie Inc. (ABBV $226.08)
-
The Walt Disney Company (DIS $105.30)
-
Mastercard Incorporated (MA $545.52)
-
iShares Core Dividend Growth ETF (DGRO $69.65)
Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .
Please rate these in terms of safety and growth potential.
Please rate these in terms of safety and growth potential.
Q: KMI is trading at a fairly high P/E for a pipeline company but it has an attractive yield. Do you see this as a good entry point?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
Q: SOXQ What would be your suggestion(s) of a proxy for a tax loss sale of this ETF?
Q: I love NVDA but it just won’t love me back. Does it make sense to sell NVDA and buy AMD if it is only to harvest a tax loss that would only be used after 3 or more years? If yes, the idea would be to keep AMD i.e. NVDA would be bought back only if it remains in the doldrums after 30 plus days, failing which keep AMD for long term. (2) Would you in fact buy AMD or do you have another semi you prefer?
-
Tesla Inc. (TSLA $454.94)
-
Zscaler Inc. (ZS $243.01)
-
MongoDB Inc. (MDB $409.62)
-
CrowdStrike Holdings Inc. (CRWD $512.03)
-
Datadog Inc. (DDOG $151.41)
-
Snowflake Inc. (SNOW $228.79)
Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?
Thank you!
Thank you!
Q: Thoughts on Mara as a long term investment? Insider buys?
Q: Dear Peter et al,
Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)
With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!
An impressive bounce in ARKK , almost 10% makes me ask this question.
Your answers seem to indicate that the bottom is near but will take sometime to get up to speed. You seem to suggest that a 3 to 5 year time horizon is a reasonable time frame to expect a recovery. (I am paraphrasing here!)
With this in mind which group of stocks would you choose. ARKK or FAANG group. I see that ARKK doesn't have the big names in FAANG except TSLA which some people don't include in FAANG!
An impressive bounce in ARKK , almost 10% makes me ask this question.
Q: Peter and His Wonder Team
I have been tracking these 2 companies for months. I had come to the conclusion that ANDE would be a more reliable investment going forward for the long term. To my surprise in the last month FDP went up 25% and ANDE has declined about the same. Please give me your thoughts on which company has a better prognosis. Thank you...your perspectives are always helpful.
I have been tracking these 2 companies for months. I had come to the conclusion that ANDE would be a more reliable investment going forward for the long term. To my surprise in the last month FDP went up 25% and ANDE has declined about the same. Please give me your thoughts on which company has a better prognosis. Thank you...your perspectives are always helpful.
Q: THOUGHTS ON NEWS TODAY