Investment Q&A

• PayPal Holdings Inc. (PYPL)
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• JPMorgan Chase & Co. (JPM)
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• Visa Inc. (V)
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• Block Inc. Class A (SQ)
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Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad

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Read Answer Asked by Bradley on October 22, 2020

• Tractor Supply Company (TSCO)
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Q: I see TSCO is down substantially today despite, what I thought, were good numbers.
Is this time to take a nice profit?
I have a number of other ideas but am fully invested.
Do you think this is a GREAT company, or can I do better elsewhere?

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Read Answer Asked by Kyle on October 22, 2020

• Enphase Energy Inc. (ENPH)
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Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.

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Read Answer Asked by Lesley on October 22, 2020

• Warner Bros Discovery Inc Com Ser A (DISCA)
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Q: Hello There,

Can you share your thoughts about DISCA stock? I personally finding it a great value stock with earning yield above 16%. However looking at its trend, it doesn't seem to gaining anyone's attention for quite sometime.

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Read Answer Asked by Chandan on October 22, 2020

• Booz Allen Hamilton Holding Corporation (BAH)
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• Palantir Technologies Inc. Class A (PLTR)
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Q: Hi 5i,

Are these two in the same space? If you could only own one, which would you choose?

TIA!

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Read Answer Asked by Wayne on October 22, 2020

• Ameresco Inc. Class A (AMRC)
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Q: Hello 5i, could I have your assessment of Ameresco with regards to its growth prospects/ debt etc.
Thank you so much!!
Dave

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Read Answer Asked by Dave on October 22, 2020

Q: What do you think of gdv Thanks Phil

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Read Answer Asked by philip on October 22, 2020

• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Kinaxis Inc. (KXS)
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• goeasy Ltd. (GSY)
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• Atlassian Corporation (TEAM)
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• Veeva Systems Inc. Class A (VEEV)
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• The Trade Desk Inc. (TTD)
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• Roku Inc. (ROKU)
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Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?

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Read Answer Asked by Patrick on October 22, 2020

• iRobot Corporation (IRBT)
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Q: Haven't seen a question on this one in a while, what are you current thoughts?

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Read Answer Asked by Danielle on October 22, 2020

• Wayfair Inc. Class A (W)
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Q: Hi group what the heck is going on with W - its earnings are not being reported until Nov 3 yey it dropped 9% today - what the chances of info getting out ahead of earnings?- it sure smells fishy I know you do not follow US that close but could you comment on today trading I am still up but am nervous that the results on the 3rd are not going to meet expectations Appreciate your thoughts

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Read Answer Asked by Terence on October 21, 2020

• American Well Corporation Class A (AMWL)
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Q: Hello can you please tell me level of debt? Insider ownership?
How does their offering differ from Teladoc? Are they currently limited to US? Google invested $100,000,000 will their be integration with Google and and various entities going forward?

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Read Answer Asked by Cory on October 21, 2020

• Meta Platforms Inc. (META)
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• Twitter Inc. (TWTR)
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• Snap Inc. Class A (SNAP)
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• Pinterest Inc. Class A (PINS)
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Q: Good morning to the best investing guys ever.
I'm interested in the above. PINS , SNAP are soaring this morning. Which is your fav? OR are there others in the space you prefer? Should I wait and watch before I hit the buy button?
Thanks for keeping me on track and doing well for 6 and a half years.

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Read Answer Asked by El-ann on October 21, 2020

• Mondelez International Inc. (MDLZ)
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• Coca-Cola Company (The) (KO)
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• Diageo plc (DEO)
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Q: Hello
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.

Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.

Long term investment hold, 20 years plus.

Thank you
Stephane

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Read Answer Asked by Stephane on October 21, 2020

Q: Your thoughts on PPSI

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Read Answer Asked by George on October 21, 2020

• Palantir Technologies Inc. Class A (PLTR)
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Q: Hi team,I am thinking about pulling the trigger on either PLTR or SSSS.
They are both interesting companies but with a high volatility.
Which one would you pick and why?what is the relationship at this moment between the two companies.Do SSSS still own a fair chunk of PLTR and was lousy IPO of PLTR warranted for SSSS price to drop that much?

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Read Answer Asked by Josh on October 21, 2020

• Horizon Therapeutics Public Limited Company (HZNP)
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Q: What's your take on the Horizons share price in the last week? There was good news about a phase 2 trial but the share price doesn't reflect that.
Thanks.

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Read Answer Asked by Ken on October 21, 2020

• Magna International Inc. (MG)
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• Tesla Inc. (TSLA)
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• Aptiv PLC (APTV)
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Q: I am interested in an electric vehicle stock investment. What stocks currently appear to have the best growth potential?

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Read Answer Asked by William on October 21, 2020

• eXp World Holdings Inc. (EXPI)
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Q: Good Morning... EXPI seems like an interesting company. Could you give us some further color on what you like about it short and long term.

thanks, Mark

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Read Answer Asked by Mark on October 21, 2020

• Dropbox Inc (DBX)
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Q: What do you think of DBX.Thanks Phil

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Read Answer Asked by philip on October 21, 2020

• AT&T Inc. (T)
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Q: What is causing At&t to drift from nearly $ 40 to $ 27 is it time to add to my holding or sell and move on to something else. What would be you suggestion as a replacement, would VZ be one of them?

Thanks

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Read Answer Asked by Saad on October 21, 2020