Investment Q&A

• Cloudflare Inc. Class A (NET $195.15)
  • $195.15 Cap: $66.82B
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Q: What is your opinion of NET's last quarter? They seem to be making good progress.
Thankyou.

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Read Answer Asked by John on November 09, 2021

• Guardant Health Inc. (GH $51.09)
  • $51.09 Cap: $6.29B
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Q: What are your thoughts on initiating a long term position in Guardant at these levels? Thanks

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Read Answer Asked by Gary on November 09, 2021

• Apple Inc. (AAPL $210.18)
  • $210.18 Fwd P/E: 32.7X Cap: $3.13T
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• Advanced Micro Devices Inc. (AMD $140.25)
  • $140.25 Fwd P/E: 98.39X Cap: $223.46B
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• The Trade Desk Inc. (TTD $75.93)
  • $75.93 Fwd P/E: 89.71X Cap: $36.38B
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• Palantir Technologies Inc. (PLTR $138.98)
  • $138.98 Fwd P/E: 604.87X Cap: $329.70B
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• Upstart Holdings Inc. (UPST $77.39)
  • $77.39 Cap: $7.23B
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Q: Hello 5i Team
Please rate the above growth stocks for their potential stock price appreciation in the next 2 years.
Thanks

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Read Answer Asked by claudio on November 09, 2021

• Oatly Group AB (OTLY $12.63)
  • $12.63 Cap: $379M
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Q: Is this stock a buy?
if you could give your opinion as to whether it’s worth purchasing at this price since the IPO was $17
Thanks

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Read Answer Asked by Indra on November 09, 2021

• Intuitive Surgical Inc. (ISRG $527.47)
  • $527.47 Fwd P/E: 78.29X Cap: $188.99B
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• AbbVie Inc. (ABBV $189.22)
  • $189.22 Fwd P/E: 80.18X Cap: $335.21B
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• Abbott Laboratories (ABT $131.76)
  • $131.76 Fwd P/E: 17.36X Cap: $232.02B
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• Dover Corporation (DOV $189.06)
  • $189.06 Fwd P/E: 24.88X Cap: $25.83B
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• Stryker Corporation (SYK $389.16)
  • $389.16 Fwd P/E: 53.04X Cap: $148.85B
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• Thermo Fisher Scientific Inc (TMO $423.81)
  • $423.81 Fwd P/E: 24.56X Cap: $160.87B
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• Toromont Industries Ltd. (TIH $125.90)
  • $125.90 Fwd P/E: 20.74X Cap: $10.18B
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• Linde plc (LIN $474.24)
  • $474.24 Fwd P/E: 34.1X Cap: $221.48B
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• DexCom Inc. (DXCM $83.37)
  • $83.37 Fwd P/E: 62.36X Cap: $32.84B
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• Trane Technologies plc (TT $430.52)
  • $430.52 Fwd P/E: 36.19X Cap: $95.20B
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Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

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Read Answer Asked by Geoff on November 09, 2021

• Unity Software Inc. (U $30.11)
  • $30.11 Cap: $12.22B
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• Roblox Corporation Class A (RBLX $105.56)
  • $105.56 Cap: $71.17B
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Q: Hey 5i team,

Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.

What are your top suggestions in this space?

Thank you as always for the terrific service.

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Read Answer Asked by Adam on November 09, 2021

• Apple Inc. (AAPL $210.18)
  • $210.18 Fwd P/E: 32.7X Cap: $3.13T
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• Amazon.com Inc. (AMZN $224.13)
  • $224.13 Fwd P/E: 36.4X Cap: $2.32T
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• Meta Platforms Inc. (META $733.54)
  • $733.54 Fwd P/E: 28.08X Cap: $1.81T
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• Alphabet Inc. (GOOG $179.08)
  • $179.08 Fwd P/E: 19.82X Cap: $2.12T
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• Microsoft Corporation (MSFT $505.61)
  • $505.61 Fwd P/E: 38.49X Cap: $3.69T
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• NVIDIA Corporation (NVDA $163.45)
  • $163.45 Fwd P/E: 51.05X Cap: $3.90T
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Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

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Read Answer Asked by Marco on November 09, 2021

• Apple Inc. (AAPL $210.18)
  • $210.18 Fwd P/E: 32.7X Cap: $3.13T
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• Meta Platforms Inc. (META $733.54)
  • $733.54 Fwd P/E: 28.08X Cap: $1.81T
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• Alphabet Inc. (GOOG $179.08)
  • $179.08 Fwd P/E: 19.82X Cap: $2.12T
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• Microsoft Corporation (MSFT $505.61)
  • $505.61 Fwd P/E: 38.49X Cap: $3.69T
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• NVIDIA Corporation (NVDA $163.45)
  • $163.45 Fwd P/E: 51.05X Cap: $3.90T
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• Constellation Software Inc. (CSU $4,975.90)
  • $4,975.90 Fwd P/E: 104.06X Cap: $105.36B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

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Read Answer Asked by HARRY on November 09, 2021

• Lockheed Martin Corporation (LMT $461.18)
  • $461.18 Fwd P/E: 20.22X Cap: $108.48B
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• Northrop Grumman Corporation (NOC $504.14)
  • $504.14 Fwd P/E: 20.04X Cap: $72.66B
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• Leidos Holdings Inc. (LDOS $162.28)
  • $162.28 Fwd P/E: 16.58X Cap: $20.86B
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• RTX Corporation (RTX $145.50)
  • $145.50 Fwd P/E: 42.79X Cap: $193.59B
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Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.

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Read Answer Asked by Danny-boy on November 08, 2021

• Rockwell Automation Inc. (ROK $341.09)
  • $341.09 Fwd P/E: 42.69X Cap: $38.11B
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• iRobot Corporation (IRBT $3.99)
  • $3.99 Cap: $120M
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Q: Would you consider Rockwell Automation Inc
NYSE: ROK the premier supplier of robotics, or would you consider another company?

Thank you.

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Read Answer Asked by Ross on November 08, 2021

• NVIDIA Corporation (NVDA $163.45)
  • $163.45 Fwd P/E: 51.05X Cap: $3.90T
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• The AES Corporation (AES $12.88)
  • $12.88 Fwd P/E: 6.3X Cap: $7.88B
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• Wells Fargo & Company (WFC $81.86)
  • $81.86 Fwd P/E: 14.81X Cap: $265.50B
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• Advanced Micro Devices Inc. (AMD $140.25)
  • $140.25 Fwd P/E: 98.39X Cap: $223.46B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $113.03)
  • $113.03 Fwd P/E: 22.7X Cap: $840M
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• Fidelity Global Innovators Class Series F5 (FID5983 $61.40)
  • $61.40 Fwd P/E: 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $26.84)
  • $26.84 Cap: $9.24B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.14)
  • $16.14 Cap: $2.21B
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Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

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Read Answer Asked by Saad on November 08, 2021

• Amazon.com Inc. (AMZN $224.13)
  • $224.13 Fwd P/E: 36.4X Cap: $2.32T
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• Alphabet Inc. (GOOG $179.08)
  • $179.08 Fwd P/E: 19.82X Cap: $2.12T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $505.61)
  • $505.61 Fwd P/E: 38.49X Cap: $3.69T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $163.45)
  • $163.45 Fwd P/E: 51.05X Cap: $3.90T
  • View NVDA Profile
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• C3.ai Inc. Class A (AI $27.29)
  • $27.29 Cap: $3.54B
  • View AI Profile
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

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Read Answer Asked by James on November 08, 2021

• Guardant Health Inc. (GH $51.09)
  • $51.09 Cap: $6.29B
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Q: Maybe have your take on results?

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Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
  • Fwd P/E: 38.85X Cap: $13.18B
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Q: CITRIX HAS BEEN IN A DOWNWARD SPIRAL FOR SOME TIME. IS IT JUST OUT OF FAVOUR OR ARE ITS FUTURE GROWTH AND PROFITABLITY PROSPECTS BLEAK?
THANKS, HUGH

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Read Answer Asked by Hugh on November 08, 2021

• Semler Scientific Inc (SMLR $41.10)
  • $41.10 Cap: $440M
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Q: May I please have your thoughts on this one?

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Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY $23.67)
  • $23.67 Fwd P/E: 37.63X Cap: $2.08B
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

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Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO $276.94)
  • $276.94 Fwd P/E: 102.69X Cap: $1.27T
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• Skyworks Solutions Inc. (SWKS $78.48)
  • $78.48 Fwd P/E: 29.86X Cap: $11.70B
  • View SWKS Profile
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

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Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT $25.68)
  • $25.68 Cap: $8.66B
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

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Read Answer Asked by francis on November 08, 2021

• Weber Inc. Class A (WEBR)
  • Cap: $2.34B
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Q: Would you be interested in webr at this price?

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Read Answer Asked by Mike on November 08, 2021

• Kyndryl Holdings Inc. (KD $43.19)
  • $43.19 Cap: $9.97B
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

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Read Answer Asked by DANIEL on November 08, 2021