Investment Q&A

• Digital Turbine Inc. (APPS $5.08)
  • $5.08 Cap: $550M
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Q: Peter; Has there been any changes in the company that would account for the continuing selling and would you add at this level? Thanks .Rod

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Read Answer Asked by Rodney on November 22, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5i. Thank you for your service. Has anything changed at Square? Couple o f insiders have sold, and the stock has fallen quickly. To-day it is down 5% on a very up day for US Stocks. Your comments appreciated.

Thank you

Steve

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Read Answer Asked by Steve on November 22, 2021

• Broadcom Inc. (AVGO $381.03)
  • $381.03 P/E (TTM): 97.34X Cap: $1.79T
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• Fortinet Inc. (FTNT $85.18)
  • $85.18 P/E (TTM): 34.13X Cap: $61.54B
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• Williams-Sonoma Inc. (DE) (WSM $176.66)
  • $176.66 P/E (TTM): 20.48X Cap: $21.48B
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Q: Your thoughts on these 3 stocks at this point in time.

Thank you
Mark

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Read Answer Asked by Mark on November 22, 2021

• Honeywell International Inc. (HON $192.23)
  • $192.23 P/E (TTM): 20.35X Cap: $122.83B
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• Lockheed Martin Corporation (LMT $448.35)
  • $448.35 P/E (TTM): 24.6X Cap: $104.31B
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• 3M Company (MMM $169.27)
  • $169.27 P/E (TTM): 27.41X Cap: $92.19B
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• Canadian National Railway Company (CNR $137.54)
  • $137.54 P/E (TTM): 18.21X Cap: $84.74B
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• Trane Technologies plc (TT $405.35)
  • $405.35 P/E (TTM): 31.58X Cap: $90.70B
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Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.

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Read Answer Asked by Steven on November 22, 2021

• Apollo Global Management Inc. (APO $136.75)
  • $136.75 P/E (TTM): 19.25X Cap: $78.06B
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Q: Hello your thoughts on APO

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Read Answer Asked by George on November 22, 2021

• Illumina Inc. (ILMN $128.03)
  • $128.03 P/E (TTM): 29.39X Cap: $19.55B
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• Intuitive Surgical Inc. (ISRG $568.63)
  • $568.63 P/E (TTM): 75.0X Cap: $201.95B
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• Veeva Systems Inc. Class A (VEEV $242.28)
  • $242.28 P/E (TTM): 46.81X Cap: $39.67B
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• Teladoc Health Inc. (TDOC $7.78)
  • $7.78 Cap: $1.33B
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• Guardant Health Inc. (GH $108.52)
  • $108.52 Cap: $13.35B
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Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?

Thanks for your service!

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Read Answer Asked by Ozzie on November 22, 2021

• Netflix Inc. (NFLX $103.22)
  • $103.22 P/E (TTM): 4.57X Cap: $440.51B
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• Exact Sciences Corporation (EXAS $101.13)
  • $101.13 Cap: $19.18B
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• The Trade Desk Inc. (TTD $39.35)
  • $39.35 P/E (TTM): 45.92X Cap: $18.67B
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• Roku Inc. (ROKU $94.54)
  • $94.54 Cap: $13.73B
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• Guardant Health Inc. (GH $108.52)
  • $108.52 Cap: $13.35B
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Q: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?

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Read Answer Asked by Andrew on November 22, 2021

• Lucid Group Inc. (LCID $14.15)
  • $14.15 Cap: $4.39B
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Q: Thoughts on this stock: valuation/growth?

Buy?

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Read Answer Asked by Max on November 20, 2021

• Apple Inc. (AAPL $280.48)
  • $280.48 P/E (TTM): 38.26X Cap: $4.19T
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• Meta Platforms Inc. (META $661.53)
  • $661.53 P/E (TTM): 28.66X Cap: $1.61T
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• NVIDIA Corporation (NVDA $183.45)
  • $183.45 P/E (TTM): 51.7X Cap: $4.36T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Which 3-4 companies would be best recommended to play the developing metaverse space?
Thanks
Dick

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Read Answer Asked by dick on November 20, 2021

• Affirm Holdings Inc. (AFRM $68.69)
  • $68.69 P/E (TTM): 101.55X Cap: $22.98B
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Q: Hi, could you please comment (and briefly explain) AFRM latest news on selling $1.25B (now 1.5B ?) of convertible senior notes in a private offering ? What is your opinion on that move and how this could affect latest stock momentum ?

Thank you,

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Read Answer Asked by Luc on November 19, 2021

• Gilead Sciences Inc. (GILD $122.62)
  • $122.62 P/E (TTM): 19.18X Cap: $155.08B
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• AbbVie Inc. (ABBV $228.71)
  • $228.71 P/E (TTM): 107.35X Cap: $406.92B
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• Duke Energy Corporation (Holding Company) (DUK $117.97)
  • $117.97 P/E (TTM): 18.9X Cap: $92.24B
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• Realty Income Corporation (O $58.21)
  • $58.21 P/E (TTM): 55.83X Cap: $53.43B
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• Verizon Communications Inc. (VZ $41.26)
  • $41.26 P/E (TTM): 8.68X Cap: $171.48B
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Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

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Read Answer Asked by Leonard on November 19, 2021

• Rollins Inc. (ROL $60.34)
  • $60.34 P/E (TTM): 56.92X Cap: $29.51B
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Q: What are thoughts on Rollins? Is it a long term hold? Any reason why it hasn't performed well this year? Could this company be a play on climate change.

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Read Answer Asked by Nick on November 19, 2021

• Balchem Corporation (BCPC $153.35)
  • $153.35 P/E (TTM): 33.79X Cap: $4.99B
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Q: Could I have your current view on this company please. I see there have been no questions since 2019. Thanks.

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Read Answer Asked by Jocelyne on November 19, 2021

• Cintas Corporation (CTAS $184.03)
  • $184.03 P/E (TTM): 40.93X Cap: $74.22B
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Q: What is your opinion of this company. It seems to be a solid hold. I rarely hear it mentioned.

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Read Answer Asked by David on November 19, 2021

• eBay Inc. (EBAY $82.13)
  • $82.13 P/E (TTM): 18.22X Cap: $37.06B
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• PayPal Holdings Inc. (PYPL $61.73)
  • $61.73 P/E (TTM): 12.66X Cap: $57.29B
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• Affirm Holdings Inc. (AFRM $68.69)
  • $68.69 P/E (TTM): 101.55X Cap: $22.98B
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

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Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $151.39)
  • $151.39 P/E (TTM): 42.05X Cap: $111.89B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $56.30)
  • $56.30 P/E (TTM): 30.31X Cap: $20.10B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

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Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $167.25)
  • $167.25 P/E (TTM): 27.29X Cap: $5.93B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

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Read Answer Asked by Nick on November 19, 2021

• Amgen Inc. (AMGN $340.16)
  • $340.16 P/E (TTM): 26.13X Cap: $186B
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• Gilead Sciences Inc. (GILD $122.62)
  • $122.62 P/E (TTM): 19.18X Cap: $155.08B
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• Johnson & Johnson (JNJ $202.48)
  • $202.48 P/E (TTM): 19.83X Cap: $494.50B
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• Pfizer Inc. (PFE $25.70)
  • $25.70 P/E (TTM): 13.38X Cap: $142.99B
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• UnitedHealth Group Incorporated (DE) (UNH $333.49)
  • $333.49 P/E (TTM): 16.93X Cap: $307.72B
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• iShares Biotechnology ETF (IBB $172.11)
  • $172.11 P/E (TTM): 22.53X Cap: $8.72B
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• Vanguard Health Care ETF (VHT $288.33)
  • $288.33 P/E (TTM): 23.98X Cap: $15.07B
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• Moderna Inc. (MRNA $25.49)
  • $25.49 Cap: $9.83B
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Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

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Read Answer Asked by Kimberely on November 19, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: Regarding ATVI, If this drop continues would you step in at a certain price or is it low enough already that you are comfortable for a 5 year hold? Is there a price that screams out to you BUY!?

I feel the stock reaction is overblown not, to dismiss the issues at hand but I don’t feel anything has changed with the companies outlook long term with great gaming assets and the metaverse theme gaining traction moving forward.

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Read Answer Asked by Michael on November 19, 2021

• Amazon.com Inc. (AMZN $229.11)
  • $229.11 P/E (TTM): 33.11X Cap: $2.48T
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• Mastercard Incorporated (MA $542.31)
  • $542.31 P/E (TTM): 34.9X Cap: $497.24B
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• Visa Inc. (V $327.10)
  • $327.10 P/E (TTM): 32.32X Cap: $634.73B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
  • $15.86 Cap: $2.15B
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• Celsius Holdings Inc. (CELH $42.66)
  • $42.66 P/E (TTM): 371.18X Cap: $10.82B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $47.13)
  • $47.13 Cap: $4.40B
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• Affirm Holdings Inc. (AFRM $68.69)
  • $68.69 P/E (TTM): 101.55X Cap: $22.98B
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• Topicus.com Inc. (TOI $125.78)
  • $125.78 P/E (TTM): 1061.36X Cap: $10.47B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

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Read Answer Asked by Dennis on November 19, 2021